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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 for up to four people (included within initial fee)
- 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 the cost of four people attending a session is
incorporated into the initial fee for the system.
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. Your initial fee contains a £200 credit towards training. 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.
Pre-Training Reading for Transvas Profiler
Transvas Profiler training is intended to enable AF3 qualified advisers (or equivalent) to use the system. It is
recommended that delegates re-read the relevant chapters of the AF3 manual. 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.
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