Advisers focus on getting back to business as COVID relief ends

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Advisers are focusing on proactive strategies for clients, with superannuation and particularly contributions top of mind, as social security measures take a back seat. In the March quarter, the top five questions that advisers asked BT’s technical team indicate that advice priorities are similar to those pre-COVID. “From our conversations with advisers, the dominant theme

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BT Panorama welcomes more than 38,000 BT Wrap customer accounts; FUA reaches $49 billion

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BT Panorama is now Australia’s largest contemporary investment platform with $49 billion of funds under administration (FUA). More than 38,000 BT Wrap client accounts have been transferred to BT Panorama in the last week, increasing FUA by 30%. Once all BT Wrap accounts have been transferred (completion is expected by the middle of this year),

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BT appoints Head of Platforms as migrations get underway

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BT has announced the appointment of Kieran Varcoe as its new Head of Platforms. Kieran joins BT with more than 20 years’ wealth and platforms experience, having specialised in product and platform operations at MLC, before joining REST Superannuation where he most recently served as General Manager Administration Solutions & Governance.  Kathy Vincent, BT’s Managing

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$1.3 billion flows into BT Panorama for July as FUA surpasses $30 billion

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BT Panorama, the Australian retail platform with the largest rolling annual netflow[1], increased FUA by $1.3 billion during the month of July, and on 11 August 2020 reached the milestone of $30 billion in FUA. Kathy Vincent, General Manager BT Platforms, Investments and Operations, said BT Panorama had resonated with advisers because of its intuitive

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BT Panorama mobile app receives highest user ratings for third year in a row

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For the third year running, the BT Panorama mobile app achieved the highest ratings from advisers surveyed, according to the latest Investment Trends Planner Technology Report. Nine out of ten advisers who use BT Panorama rated the app as ‘good’ or ‘very good’, positioning BT Panorama as the clear market leader (90 per cent for

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At the 10th anniversary of teleclaims, the majority of BT’s retail life insurance claims are now processed without filling in forms

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The majority of BT’s retail customers who are making a claim under their life insurance policies are now doing so by teleclaim, without the need to fill out claim forms. This makes for a more convenient, faster and efficient process, during what is often a very stressful time for customers. Since BT’s first-to-market launch of

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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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