Press releases

Legal & General announces update to e-learning software ‘TrainSMART’

Legal & General has today announced an update to their 2017 ‘TrainSMART’ programme, it is a free online application that helps intermediaries to improve their knowledge of Legal & General services, systems and processes and ultimately assist advisers to develop better practice and improved customer outcomes.

19 Jun 2018

Press release (PDF 270KB)

TrainSMART supports advisers through a Computer Based Test (CBT). The latest iteration focuses on increased interactivity and an improved user experience.

As part of the update, TrainSMART is now available to all intermediary contact centres selling Legal & General products and registration time has been significantly reduced to provide a more streamlined user experience. Participants now receive an instant result at the end of the test, and notifications for any areas of improvement, rather than having to wait for a report to be developed. This includes their test scores, as well as any areas that the respondent answered incorrectly. For firms with more than five participants, the user can compare their results with those of other participants to allow for better self-management.

Support materials have also been introduced, with a new DQM brochure to help participants improve understanding of certain test scenarios.

As advisers continue to fulfil their duty of care and face the challenge of closing the protection gap, they need to be able to offer their customers the right choices, efficiently and successfully. TrainSMART tests intermediaries on five key subject areas: Legal & General product knowledge, pre-sale application, point of sale and completing the application, post-sale and maintaining contact and improving client loyalty. The software aims to assist advisers by reducing the potential for errors and application re-works, and thus improve a customer’s experience through more coherent and professional sales interviews.

Craig Brown, Director, Intermediary Legal & General, comments: "With more than 40% of our intermediary new business originating from Contact Centres, these centres and the advice they provide to customers is crucial to both our business at Legal & General and to meeting the task of closing the protection gap.

"It’s vital that the industry continues its duty of care to ensure consumers are offered the right protection and advice. We are committed to helping intermediaries to this end through the development of TrainSMART, which assists intermediaries by developing their product knowledge and ability to manage differing client scenarios.

"This is just one development we have made to our proposition at Legal & General this year, with the intention of creating better customer journeys, and we continue to review our offering to ensure we provide the highest levels of support for our intermediary partners."

Notes to editors

Established in 1836, Legal & General is one of the UK's leading financial services groups and a major global investor, with £1.2 trillion in total assets under management1 of which 40% is international. We have a unique and highly synergistic business model, which continues to drive strong returns. Legal & General provides powerful asset origination and management capabilities directly to clients, which also underpin our leading retirement and protection solutions. We are a leading international player in Pension Risk Transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Our purpose is to improve the lives of our customers and create value for our shareholders. Through inclusive capitalism, we are investing in long-term assets, such as real estate and infrastructure, that can help build a better society for the future.

1Data as at 31 December 2023.