Support and Training

Support when you need it,
Delivered how you want it.

We’re dedicated to ensuring you get the most from O&M Profiler ESP and we have a comprehensive support and training package to achieve that.
All support options are accessed from directly within the system. Simply log in and select the “Get Assistance” icon in the top right of the screen.


Quick Help

Our quick help system offers instant guidance relevant to the area of the system you’re using. So if you’re running your first switching case and entering details of the current plan, the quick help tells you exactly how to do just that.



How To Videos

We have a dedicated YouTube channel with many training videos to help you get the most out of your system. You can watch these whenever you wish and also have the ability to pause and rewind as well as watching them while working on a real case.



Knowledge Base

These Knowledge Base articles are designed to cover specific requests in detail and answer some commonly asked questions. These differ from the FAQs within the system as they will go into more detail and often include examples.



Training Courses

We provide a variety of training options for all of our customers, you can view recorded versions of the sessions or book a place on a live session.



Support Team

Even with all of the available support options available there will be occasions when you have a particular problem that you need resolving and we have a dedicated support team here to help you.



Live Chat

If you don’t want to talk to our Support Team, don’t worry, you can send them direct messages from within the system.


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Training Sessions

The following dates and times are available for our online training sessions with our Training team.

To book yourself on a session, please either click on the date you wish to book for or call us on 01206 222195.



Overview and familiarisation of the funds research and portfolio research functions facility in O&M Profiler ESP.

This session is aimed at new users and those who would like a refresher on how to use the software to obtain information on funds and document methods of how they have selected funds for and on behalf of their clients in order to benefit their business.


This 60 minute online session is free to attend and is aimed at new users of O&M Profiler.

The session will provide an introduction to the switching facility within O&M Profiler and demonstrate how to run a case through the system.

The session will cover all the various sections that require completion to produce a comparison including switches from multiple plans, understanding how quotation basis may vary from provider, accurately reflect your new investment strategy and fund selection in the results, and an overview of the results generated.

This session is highly recommended for all new Pensions Profiler users.

There will be time available for delegates to ask any questions they may have of the trainer. We endeavour to make the sessions interactive and encourage questions.

Examples will be used to give the training a ‘real world’ feel.


This 60 minute online session is free to attend and is aimed at new users of O&M Profiler ESP.

The session will provide an introduction to the Retirement Income Modelling facility within O&M Profiler Professional and demonstrates how to use the system for comparisons.

The session will cover the various sections that require completion to produce a comparison and an overview of the results generated.

This session is highly recommended for all new system users.


This 60 minute online session is free to attend and is aimed at new users of O&M Profiler ESP.

The session will introduce the Accumulation and the Decumulation facilities within O&M Profiler ESP and demonstrate how to run a case through the system.

The session will cover all the various sections that require completion to produce a comparison between the different methods of accumulating monies for example cash ISAs, Investment ISA and Pension Projections.

The Decumulation section will cover different methods of providing an income into retirement, such as annuities, Flexi-access and UFPLS drawdown plans. How to accurately reflect your new investment strategy and fund selection in the results, and an overview of the results generated.

There will be time available for delegates to ask any questions they may have of the trainer. We endeavour to make the sessions interactive and encourage questions. Examples will be used to give the training a ‘real world’ feel.

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Get in touch


Sales Team

Our Sales Team will be happy to discuss the software options and find the right solution for your requirements.


Contact Sales
01206 222195
sales@omsystems.co.uk


Support Team

Our Support Team are standing by to support existing users and answer any question you may have.


Contact Support
01206 222191
support@omsystems.co.uk


Training Team

Contact our Training Team to find out more about the range of training options available to ensure you get the most out the system.


Contact Training
01206 222198
training@omsystems.co.uk
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