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Later Life Academy

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The Later Life Academy launched in 2014 as a place where financial advisers could obtain training, development and support to expand and enhance their skills in the ‘later life’ market.

The Academy is designed for financial advisers and subjects are broken down into a series of modules, so individuals can decide which best suit their experience and needs. Subjects covered include annuities and investments, taxation and benefits, care and funding options, equity release and lending in retirement, funeral planning, wills, trusts and EPAs, factfinding and report writing.

The Academy principle is to help financial advisers provide more solutions to more customers and is therefore focused on improving the product variety and solutions through which we can help our customers achieve their ambitions in retirement.

Mark Turney is a graduate member of the Later Life Academy.

We can visit you

Let us know when is convenient to call round

You can visit us

Come to see us in Cambridge, we have parking

We can call you

Arrange to discuss everything over the phone

We are proud to be members of the Equity Release Council, the NACFB, the Later Life Academy and the National Skills Academy

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