BT’s flagship BT Panorama platform has expanded its product offerings by providing an integrated solution for retirees with the addition of Challenger annuities and a cash management account with no fees, CMA Saver.
The annuity range includes lifetime and term annuities and an aged care product, and BT head of platforms product management, Dina Kotsopoulos, said the new solution would help more Australians plan for life after work.
The CMA Saver, which has an interest rate of 1.50 per cent and allows clients to earn interest with no transaction or administration fees, gives account holders access to some of BT Panorama’s current self-managed superannuation fund offerings.
“The addition of the CMA Saver, and the ability to link this to a BT Panorama Investments account, will be particularly useful for advisers in helping them manage their clients’ SMSF investments all in one place efficiently,” said Kotsopoulos.
