BT Panorama boosts product offerings

BT Panorama BT platform

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

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

PETER JOHNSTON- AIOFP

The FSC should have thought about this when they cooperated with O'Dywer/Frydenberg/Hume/FPA/AFA 10 years ago when this...

1 hour ago
Simon J

Sick of it. Canberra is a joke....

1 hour 58 minutes ago
Simon J

This is really concerning.... C'mon Canberra, sort this nonsense out. ...

2 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND