Getting Started Guide
A getting started guide is available to all Pensions Profiler users and is dispatched with new system orders. If you
would like further copies, contact our Sales Team.
Quick Tour
This is a really useful aid to new system users and can be accessed at any time. The Quick Tour is a slide show that
takes you screen by screen through the entire system.
Training at O&M's Colchester Office
Why Attend A Training Session?
The following are typical comments from delegates attending a training session:
- "Excellent"
- "Very useful and informative. Well worth my time coming here"
- "I was very familiar with the transfer system BUT not the extra benefits. Very useful"
- "Real eye opener to the vast range of facilities available"
Although Pensions Profiler is user friendly, we do offer a range of training options to ensure you get the maximum benefit from the system, and to ensure that you are using it to it's full capability.
Each CAL entitles one delegate to attend a half-day training session at O&M's Colchester Office. If additional staff require
training, they are welcome at a cost of £50 + vat per person.
Prior to attending a training session it is recommended that you have undertaken the following:-
- Read the Getting Started Guide.
- Have used the system to some degree.
Morning or afternoon sessions are available. Afternoon sessions are normally held on a Wednesday and morning sessions normally held on a Thursday. These days may change subject to other office commitments.
Morning sessions (Thursdays) will normally commence at 10.15am and conclude by 1.15pm.
Afternoon sessions (Wednesday) will commence at 1.15pm and conclude by 4.15pm.
Tea/Coffee will be available from 10.00am and 1.00pm respectively.
Full directions to O&M's Colchester office are available here
Failure to Arrive for Training
Sessions are usually limited to 8 delegates, so if you don't turn up somebody else could have taken your place. Whilst you will
not be charged a fee for missing your training session, where less than 24 hours notice is given, your entitlement to free training
will be lost. A further training session can be booked but will incur the Additional Delegate charge of £50 + VAT per person.
On-Site Training
We do offer on-site training at a cost of £500 per day, plus disbursements and vat. A training credit is available per product licence (not per CAL as above). Long distances may require a flight and / or an overnight stay. Training credits can only be used once.
If you wish for us to provide you with a on-site training quotation please complete and return the On-Site Training Form which can be downloaded here.
How To Book
To reserve your place, select your desired date from the list shown on the right and then contact our Sales team to confirm availability.
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