Air Later Life Academy (LLA), the training organisation for later life advisers, has announced TSF Consultants as its latest ambassador firm.
Air LLA will also work with TSF to deliver a series of corporate and commercial benefits to members who use its services.
TSF is a provider of mental capacity and financial vulnerability assessments, both face-to-face and digitally, and has a national network of specialist mental capacity assessors who are either health or social care professionals.
Air LLA, part of Answers in Retirement Group (Air Group), was launched in 2014 and provides later life advisers access to training and sales support designed to improve knowledge and increase business across product areas such as equity release, long-term care and annuities.
Air Group CEO, Stuart Wilson, commented: “The whole issue of mental capacity and financial vulnerability is clearly one of the most important for advisers dealing with clients in later life. Understanding where such issues might arise is vital, because this can clearly have major repercussions for the client, their family, and the adviser.
“We all want to ensure that every possible base is covered, which is why we have been working with TSF and why we’re delighted to announce them as the latest ambassador firm of the Academy.
“Working together, we’ll be able to drive up education and understanding in this area, and our members will also have access to specialists in this field, so they can deliver their services with confidence.”
In the ambassadorial role, TSF said it will provide input, resource and support to Air LLA members, help to develop the mental capacity and financial vulnerability content of the organisation, as well as provide a range of materials and resources.
TSF founder and director, Tim Farmer, added: “We have already worked closely with Air Group providing training to financial advisers about identifying financial vulnerability and mental capacity, as well as conducting face-to-face assessments where financial vulnerability or mental capacity have been identified as a concern.
“Since we were established in 2011, we have remained true to our core belief that every person has the right to achieve all they can mentally, physically, spiritually and culturally. In this new ambassador role, we will continue to do this, helping develop learning programmes for members of Air LLA and ensuring advisory firms understand the assessment process and the value in using a specialist such as TSF.”
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