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 international businesses in the US, Europe, Middle East and Asia. With almost £1.3 trillion in total assets under management*, we are the UK’s largest investment manager for corporate pension schemes and a UK market leader in pension risk transfer, alternative asset origination, life insurance, workplace pensions and retirement income. Through inclusive capitalism, we aim to build a better society by investing in long-term assets that benefit everyone.

* at 30 June 2021