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Short listed for the Later Life Intermediary of the Year!

We were short listed for the Later Life Intermediary of the Year at the 2018 Health Insurance Awards, with the gala dinner event taking place on 18 October at The Grosvenor House Hotel, Park Lane, London. This is the pinnacle of the Health Insurance year and currently the only reputable event where there is a Later Life Award, hence a guest list of 900 people from 125 different companies.

 

 

 

 

 

The Later Life Intermediary Award is sponsored by SOLLA (Society of Later Life Advisers) where we currently have 3 qualified advisers and 3 more about to embark on this qualification route.

Unfortunately we didn’t win, but being short listed is success and recognition in itself.

Congratulations to Later Life Asset Management’s Mark Oswall who picked up the 2018 Award sponsored by SOLLA.

These awards are “assessment” awards in that firms submit a response to a case study which is then pulled apart by a professional panel, therefore thanks must go to Dave Robinson for submitting our entry and CCFP being short listed as a team.

We will try and go one better in 2019!

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