What can we do for you?
Develop, execute and optimise market-leading financial services learning and development strategies for your organisation.
Do you want to reduce costs and receive excellent support and customer service from your learning provider?
Expert Pensions has a huge amount of experience and our combined industry experience allows us to create unparalleled customer service AND cost reductions for our customers.
Corporate Case study – Take 10 Questions
Who are you and what do you do?
Susan Pringle
Director of MHA Henderson Loggie Financial Planning
Operations mainly including compliance, T&C, SMF 3,16,17
Paraplanning on DB transfers
How did you hear about us?
Via a paraplanning community, specifically Benjamin Fabi
Why did you choose to work with Expert Pensions?
I was very impressed with the promptness EP came back to me with the original enquiry particularly as it was close to the point I had staff about to sit AF3.
Personally I found the “how” extremely useful and it suits my learning style
The development of other technical areas and the ability to use this across the team, albeit that it’s being underused with my team.
What value do we provide?
Feedback, knowledge, that I can contact you to ask
How satisfied are you with our products/services?
Very – I just want my team to use you more
What’s the one thing we should never stop doing?
Keep the human touch
How easy is it to navigate our website?
Don’t use it very often but when I do I find what I need pretty quickly
How responsive have we been to your learning and development needs?
Great – I ask, you give.
If you could change just one thing about our products/services, what would it be?
Once I get the team using the facilities more for their CPD requirements, I’d love to be able to see an online status for where they are [We are able to generate a report showing what assessments have been completed]
How likely would you be to recommend our service/company to others?
100%
Interested in finding out more about how we can help you?
When it comes to increasing learning in the workplace many organisations immediately look at the cost and how it’s going to impact productivity. The real question is how are you going to adopt a learning strategy for your employees that will actually make a difference? Continued learning matters in today’s workforce and that’s why if you want to truly help your employees to spend dedicated time on learning and development you have to implement a calendar of structured learning and CPD that they can diarise into their schedules, and make it feel more meaningful.
By joining forces with us we can help to boost communication and teamwork skills but also dramatically improve confidence with industry and exam based knowledge.
To find out more about how Expert Pensions can help to improve your company learning & development culture Click here
