Case Study

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.

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.”

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.

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 � Improves management of all classroom-based training through the Saba Learning Management Suite

� Tracks status of required mandatory training or certifications for employees and Business Partners

� Provides a comprehensive library resource ensuring easy access to content and improved communication

� Enables Legal & General to develop the majority of learning content internally, greatly reducing costs

Solutions

� Saba Learning Management Suite

� Saba Publisher

Legal & General Group

“ Saba Learning Management Suite

was deployed very quickly which

enabled us to integrate it into our

business processes within a year.” Gerry Simpson

HR Technology Manager Legal & General

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.

Saba | 2400 Bridge Parkway | Redwood Shores | CA 94065-1166 USA | (+1) 877.SABA.101 or (+1) 650.779.2791 | www.saba.com cs11/12

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.

“ 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