BT Panorama rated no.1 for online business management; mobile app usage surges to 6,000 logins per week

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For the second year running, BT Panorama has achieved the highest total score for online business management, mobile platform and client portal features, according to the latest Platform Competitive Analysis and Benchmarking Report from Investment Trends. The number one rating is supported by BT’s insights into how advisers and investors are using the BT Panorama […]

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BT extends Bushfire Assistance Package, reduces claims requirements for life insurance customers

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To help more life insurance customers impacted by the devastating bushfires, BT has extended the application period of its Bushfire Assistance Package to June 2020. BT is proactively calling customers residing in bushfire-affected areas to determine whether they have been directly impacted. Every affected BT customer can also apply for a three month premium waiver, […]

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Appointment of Michael Blayney as Head of Multi Asset Investments

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BT Investment Management Limited (BTIM) has announced the appointment of Michael Blayney to the newly created role of Head of Multi Asset Investments. Mr Bargholz commented: “Michael has a strong track record in building objective based funds across multiple organisations and we are pleased to have attracted someone of his calibre and expertise.” Mr Blayney has […]

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BT leads the way at FSC awards

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BT congratulates Head of Life Operations Scott Moffitt, winner of the Industry Leader award at the Financial Services Council Life Insurance Industry Awards in Sydney last night. The Industry Leader award honours an individual who has demonstrated an outstanding commitment to innovative thinking to transform the life insurance industry, to meet the challenges of the […]

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Women make financial decisions at home but knowledge gap about insurance persists

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Women are taking charge of making financial decisions at home, but many still feel they don’t know enough about life insurance and remain underinsured. The results of the latest BT Australian Financial Health Index show that women are taking the reins when it comes to their own and their family’s financial situation: 89 per cent […]

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Managing clients SMSF’s made easy with BT Panorama

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BT has added further capability to BT Panorama SMSF where advisers and accountants can work collaboratively to set up their clients’ SMSFs online, to invest their super, help administer their fund and keep it compliant – all in the one place. BT Panorama SMSF is an integrated, end-to-end self managed super solution, tailored to meet […]

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Australians save for life’s ‘what if’s’ and chance their future

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Preparing for life’s ‘unexpected occurrences’ is a savings priority for many Australians while winning lotto is considered a possible funding strategy for retirement. According to the latest data from BT Financial Group’s Australian Financial Health Index, Australians’ top savings priority is ‘holidays and travel’ (24 per cent) followed by ‘unexpected occurrences’ (21 per cent). Although […]

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BT Financial Group appoints general manager insurance

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BT Financial Group is pleased to announce the appointment of Sue Houghton as General Manager, Insurance. “Sue is a highly regarded member of Australia’s insurance industry and we are delighted she is joining our executive to lead the insurance business as it continues to grow,” said Brad Cooper, chief executive BT Financial Group. Ms Houghton […]

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BT Panorama expands managed portfolios menu

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BT continues the rollout of its wealth operating system BT Panorama with the addition of four popular managers to the managed portfolio menu: Evans and Partners, UBS, Antares and Hyperion. “Increasing the managed portfolio offer was always part of our plans to ensure investors have access to a wide range of quality investment managers,” said […]

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BT Financial Group welcomes the government’s response to the Financial System Inquiry

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BT Financial Group CEO Brad Cooper said that the proposed reforms to advice and superannuation contained in the Government’s response to the Financial System Inquiry have the potential to boost retirement incomes and deliver a better quality of life to the bulk of the community. “We welcome the Government’s announcement that it will enshrine the […]

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