Training for Transvas Profiler is mandatory and systems will not be released until training has taken place.

The options for training sessions are: -

• A session at O&M's offices based on the number of Client Access Licences.
• On site training for up to six people (subject to additional fee).

Training at O&M's offices

Training sessions are held in Colchester twice a month and each CAL holder is entitled to attend a training session.

Full directions to O&M's offices in Colchester are available here

The format of our training sessions in Colchester is as follows:

10.00am	Arrival for tea and coffee
10.30am	Session starts
12.30pm	Break for buffet lunch
1.00pm	Session resumes
2.30pm	Session ends*

* The session end time is a moving target and will vary depending upon the needs of the delegates and the version of the system they are taking with them.

On-Site Training

We do offer on-site training at a cost of £500 per day, plus disbursements and vat. Long distances may require a flight and / or an overnight stay.

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.

Pre-Training Reading for Transvas Profiler

Transvas Profiler training is intended to enable AF3 qualified advisers (or equivalent) to use the system. These sessions are not designed to teach "Transfers" to those without relevant qualifications or experience.

Pensions Profiler Training for Transvas Profiler Customers

Most Transvas Profiler customers rent a copy of Pensions Profiler to assist with their product recommendations. It is normally possible to add a brief session on Pensions Profiler at the end of a Transvas Profiler session, please let us know if this is required.