Specialist Communications Consultancy

We create effective consumer and intermediary strategies for the ‘Later Life’ market

What we do

SVARfair is a specialist communications consultancy that specialises in effective consumer and intermediary strategies for the ‘Later Life’ market. Our wealth of research and experience in this market gives us unique insight into what is needed to create a clear and effective  Later Life proposition.

SVARfair can help develop your direct to customer communication strategy, while ensuring that you meet the challenges in this fast-growing advice market.

Know How

Choose us as your partner to deliver exceptional results. As specialists in the Later Life market SVARfair can assess and develop your commercial proposition.

We can:

  • analyse and profile your organisation against your chosen market segments
  • create innovative marketing approaches
  • Advise on managing above and below the line campaigns across all media
  • Work at all customer touch points, local information advice and service delivery, as well as tailored national commercial activity
  • develop acquisition and retention strategies


SVARfair has a strong track record in achieving clear communication strategies, accreditation and quality assurance in their service offering.

We have completed a range of projects, specifically focused on:

  • Client relationship management (CRM).

Marketing to specific customer segments with particular focus is those with life changing issues, ageing, later divorce, adapting to disability and bereavement.

We work with advisers and providers devising approaches in treating customers exceptionally with extra care, including the management of orphaned clients.


  • Benchmarking and advice standard design
  • Financial advice delivery
  • Accreditation design
  • Quality assurance

We cover a range of distribution channels and media including appropriate piloting and implementation

Financial capability. We understand how the provision of appropriate information and advice can help consumers. We create support mechanisms such as generic financial advice and information, web guides on ‘how-to’ and on specific financial planning areas

Later Life planning.

Designing a better quality advice provision and accreditation for the older client market.

Later Life Research

We undertake a wide range of research projects for our clients. These include looking at older customer expectations and developing quality research in areas such as attitudes to financial advice, products and topical trends.

Our research can help you in a number of areas:

  • Consultancy, Accreditation and Quality Assurance
  • A customer vulnerability audit

Helping to guide you as an organisation with your consumer facing messages, guidance, and web strategy

  • Treating customers fairly by spotlighting less typical areas that are not always identified when conducting a gap analysis. This includes looking at the commercial benefits
  • Independent reviews. We can provide analysis of proposals for new services and products

If you are interested in undertaking some independent and unbiased Later Life research or are a charity or educational body wishing to access our existing research, contact us at [email protected]

PR Consulting & Marketing Strategies

We have extensive ‘Know How’, when it comes to money in Later Life. Our areas of expertise include:

  • B2B and B2C marketing communications
  • Launching new products and services
  • Market research
  • Developing Later Life communication and marketing strategies
  • Developing specialist profiles of both the organisation and  market segments


National Savings and & Investments (NS&I)


The Society of Later Life Advisers

BDO Investment Managers


Butterfield bank

Care Asset Management


Co-operative Bank






Partnership Assurance


Scottish Widows

St James’s Place

The Securities Institute