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

From

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

continue reading

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

From

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

continue reading

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

From

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

continue reading

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

From

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

continue reading

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

From

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,

continue reading

Appointment of Michael Blayney as Head of Multi Asset Investments

From

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

continue reading

BT leads the way at FSC awards

From

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

continue reading

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

From

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

continue reading

Managing clients SMSF’s made easy with BT Panorama

From

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

continue reading

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

From

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

continue reading