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Case Study

Legal & General Group
Legal & General Leverages Saba’s
Solutions to Administer Mandatory
Training and Certifications for its
Country-Wide Workforce
Industry
Financial Services
Challenge
Legal & General needed a better way to ensure
that its employees and network of business
partners in the United Kingdom (UK) were
fulfilling their mandatory training requirements
and obtaining certifications required to sell a wide
range of regulated financial services products
Benefits
ƒƒ Improves management of all
classroom-based training through
the Saba Learning Management Suite
ƒƒ Tracks status of required mandatory
training or certifications for employees
and Business Partners
ƒƒ Provides a comprehensive library resource
ensuring easy access to content and
improved communication
ƒƒ Enables Legal & General to develop the
majority of learning content internally,
greatly reducing costs
Solutions
ƒƒ Saba Learning Management Suite
ƒƒ Saba Publisher

The Legal & General Group, established in 1836, is one of the UK’s leading
financial services companies. As of 30 June 2011, they were responsible
for investing £370 billion worldwide on behalf of investors, policyholders
and shareholders and had over seven million customers in the UK for life
assurance, pensions, investments and general insurance plans. Legal &
General is also one of the biggest providers of index-tracking investments in
the UK, managing £232 billion as at 30 June 2011.

“

Saba Learning Management Suite
was deployed very quickly which
enabled us to integrate it into our

”

business processes within a year.
Gerry Simpson

In the early 2000s, Legal
 General was finding it
increasingly challenging to
ensure its employees and
sales agents were completing
the training and obtaining
the necessary certifications
required to operate in a heavily
regulated industry.

“Before using Saba Learning
Management Suite,
employees and business
partners were expected to
complete their training and
print their own certificates at the end of each course,” said Gerry Simpson,
HR Technology Manager with Legal  General. “That simply wasn’t a very
realistic way to ensure people were getting the training they needed.”
HR Technology Manager
Legal  General

Managing the Learning Process More Effectively
Legal  General has implemented the Saba Learning Management Suite 5.5
SP1 in the Cloud. Calling it “The Learning Network,” Legal  General relies
on Saba to manage and track learning provided to more than 8,000 licensed
agents and employees annually.
Business partners must be re-tested and certified on the firm’s licensed
products every two years and these assessments are now fully tracked within
Saba Learning Management Suite to ensure a complete picture of learning
and assessment is maintained in a single place.
“Saba Learning Management Suite provides us an accurate picture of what
training has been completed by our employees and business partners.”
commented Simpson.
Case Study

n

Legal  General Group

Significant Content Development Savings
With the help of Saba Publisher and a small internal team,
Legal  General now develops a high percentage of its
learning courses and materials in-house — generating
significant cost savings.
The Future
In addition to the Saba Learning Management Suite, Legal 
General is now exploring the Saba Talent Management Suite.
The seamless integration between the two solutions provides
Legal  General with a fully consolidated view of their HR
Systems, improving overall ease of use and efficiency.
“Our goal is to ensure that we really make the most of our
Saba solution and use it widely within the company. We are
also looking at Saba Testing  Assessment, which will further
improve our business processes.” concluded Simpson.

“

More importantly, everything our content
developers do is easily embedded in
Saba Publisher — it’s just a great content
assembly tool. Saba Publisher alone has
provided us with an excellent return on
investment.

”

Gerry Simpson
HR Technology Manager
Legal  General

Saba enables organizations to build a transformative workplace where they can leverage their people
networks to become more competitive through innovation, speed, agility, and trust.
© 2012 Saba Software, Inc. All rights reserved. Saba, the Saba logo, and the marks relating to Saba products and services referenced herein are either trademarks or registered trademarks of Saba
Software, Inc. or its affiliates. All other trademarks are the property of their respective owners.

Saba | 2400 Bridge Parkway | Redwood Shores | CA 94065-1166 USA | (+1) 877.SABA.101 or (+1) 650.779.2791 | www.saba.com	

cs11/12

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Legal & General Perfects Training & Certification Using Saba

  • 1. Case Study Legal & General Group Legal & General Leverages Saba’s Solutions to Administer Mandatory Training and Certifications for its Country-Wide Workforce Industry Financial Services Challenge Legal & General needed a better way to ensure that its employees and network of business partners in the United Kingdom (UK) were fulfilling their mandatory training requirements and obtaining certifications required to sell a wide range of regulated financial services products Benefits ƒƒ Improves management of all classroom-based training through the Saba Learning Management Suite ƒƒ Tracks status of required mandatory training or certifications for employees and Business Partners ƒƒ Provides a comprehensive library resource ensuring easy access to content and improved communication ƒƒ Enables Legal & General to develop the majority of learning content internally, greatly reducing costs Solutions ƒƒ Saba Learning Management Suite ƒƒ Saba Publisher The Legal & General Group, established in 1836, is one of the UK’s leading financial services companies. As of 30 June 2011, they were responsible for investing £370 billion worldwide on behalf of investors, policyholders and shareholders and had over seven million customers in the UK for life assurance, pensions, investments and general insurance plans. Legal & General is also one of the biggest providers of index-tracking investments in the UK, managing £232 billion as at 30 June 2011. “ Saba Learning Management Suite was deployed very quickly which enabled us to integrate it into our ” business processes within a year. Gerry Simpson In the early 2000s, Legal General was finding it increasingly challenging to ensure its employees and sales agents were completing the training and obtaining the necessary certifications required to operate in a heavily regulated industry. “Before using Saba Learning Management Suite, employees and business partners were expected to complete their training and print their own certificates at the end of each course,” said Gerry Simpson, HR Technology Manager with Legal General. “That simply wasn’t a very realistic way to ensure people were getting the training they needed.” HR Technology Manager Legal General Managing the Learning Process More Effectively Legal General has implemented the Saba Learning Management Suite 5.5 SP1 in the Cloud. Calling it “The Learning Network,” Legal General relies on Saba to manage and track learning provided to more than 8,000 licensed agents and employees annually. Business partners must be re-tested and certified on the firm’s licensed products every two years and these assessments are now fully tracked within Saba Learning Management Suite to ensure a complete picture of learning and assessment is maintained in a single place. “Saba Learning Management Suite provides us an accurate picture of what training has been completed by our employees and business partners.” commented Simpson.
  • 2. Case Study n Legal General Group Significant Content Development Savings With the help of Saba Publisher and a small internal team, Legal General now develops a high percentage of its learning courses and materials in-house — generating significant cost savings. The Future In addition to the Saba Learning Management Suite, Legal General is now exploring the Saba Talent Management Suite. The seamless integration between the two solutions provides Legal General with a fully consolidated view of their HR Systems, improving overall ease of use and efficiency. “Our goal is to ensure that we really make the most of our Saba solution and use it widely within the company. We are also looking at Saba Testing Assessment, which will further improve our business processes.” concluded Simpson. “ More importantly, everything our content developers do is easily embedded in Saba Publisher — it’s just a great content assembly tool. Saba Publisher alone has provided us with an excellent return on investment. ” Gerry Simpson HR Technology Manager Legal General Saba enables organizations to build a transformative workplace where they can leverage their people networks to become more competitive through innovation, speed, agility, and trust. © 2012 Saba Software, Inc. All rights reserved. Saba, the Saba logo, and the marks relating to Saba products and services referenced herein are either trademarks or registered trademarks of Saba Software, Inc. or its affiliates. All other trademarks are the property of their respective owners. Saba | 2400 Bridge Parkway | Redwood Shores | CA 94065-1166 USA | (+1) 877.SABA.101 or (+1) 650.779.2791 | www.saba.com cs11/12