Download User Guide - O&M Systems

Pensions Profiler User Guide
Exchange Portal System Link
Registered users of the Exchange are able to obtain real-time quotations directly from the Switching and
Projections facilities within Pensions Profiler. This avoids time spent on rekeying data into both systems.
You will need to enter your Exchange User ID and Password via Tools – Options – e-Business. See page 19
for further details.
Projections
Once the quote has been retrieved from
the Exchange, this can be accessed by
clicking the View Quote link. Please note
that quotes are automatically removed
after 30 days.
Some of the products appearing on Pensions Profiler are not yet available on the Exchange. Therefore, you
will find some products that will not offer the options of real-time quotes. We are liaising with the
Exchange and many of the product providers to build on this over the coming months.
You will need an Exchange subscription to use this feature.
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