BT Panorama boosts product offerings

BT-Panorama/BT/platform/

image
image image
expand image

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.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 13 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Powered by MOMENTUM MEDIA
moneymanagement logo