Here to help you use your software to its fullest potential, the O&M Profiler ESP support team have recorded a range of videos covering key areas of the system allowing to learn and your own pace and in your own time.
You can also access additional support team content directly within O&M Profiler ESP, by clicking the help icon from the toolbar within the system
Pension Switching
This session is aimed at new and existing users of O&M Profiler ESP.
The session will provide an introduction or refresher to the switching facility 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 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 O&M Profiler users.
The examples used will give the session a real world feel.
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 session is aimed at new and existing users of O&M Profiler ESP.
The session will provide an introduction or refresher to the Withdraw facility within O&M Profiler ESP and demonstrate how to run a case through the system.
The session will then cover the annual review of the drawdown and a drawdown switch case where the existing drawdown is compared to other drawdown products.
The session will also cover all the various sections that require completion to produce a comparison including drawdown 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 O&M Profiler ESP users with the Standard or Professional versions of the software.
The examples used will give the session a real world feel.
This session is aimed at new and existing users of O&M Profiler ESP.
The session will provide an introduction or refresher to the Retirement Income Modelling facility within O&M Profiler ESP 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 O&M Profiler ESP users.
This session is aimed at new and existing users of O&M Profiler ESP.
The session will provide an introduction or refresher to the Invest facility 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 an ISA projection together with other product investment projections that may be put onto a Wrap account.
The session will then look at ISA and Wraps switches, 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 O&M Profiler ESP users.
The examples used will give the session a real world feel.
This session is aimed at new and existing users of O&M Profiler ESP who are looking to use the system to process DB Transfers, to produce the TVC analysis and continue on the APTA process using the Modelling functionality.
The session will provide an introduction to the transfer facility 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 including capturing the plan NRA and benefits starting age, safeguarded segments, revaluation and escalation rates, commutation details etc., and then to understand the results generated and which main reports to produce.
Following the initial TVC analysis, the process moves onto the Modelling of the case to make it appropriate for the clients specific retirement requirements.
The examples used will give the training a real world feel.
This short session is aimed at new and existing users of O&M Profiler ESP who are looking to use the system for Abridged Advice analysis.
The session will show how to enable Abridged Advice, go through the reports available, enter your adviser charges and demonstrate how to run Abridged Advice scenarios in retirement modeller quotes.
The examples used will give the training a real world feel.
This short session is aimed at new and existing users of O&M Profiler ESP who are looking for guidance on how to customise the results screen in Pension Switching.
This session is aimed at new and existing users of O&M Profiler ESP.
The short session will provide an introduction or refresher to the Risk Profiler functionality within O&M Profiler ESP Professional and demonstrates how to configure the feature and runs through a Risk Assessment resulting in the preparation of the Risk report.
This session is highly recommended for all new O&M Profiler ESP users.
