Media centre
For all enquires please contact
Coran Lill
Senior Media Manager
BT Financial Group
Telephone +612 8253 2735
coran.lill@btfinancialgroup.com
BTFG's response to the Productivity Commission Inquiry into Superannuation
20 Jan 2012 -BT Financial Group head of superannuation Melanie Evans said for the superannuation system to deliver higher retirement savings, Australians needed a more open and competitive market.
Head of Bank of Melbourne Private announced
31 Oct 2011 -Jonathan Ayres has been appointed the first head of the new Bank of Melbourne Private. General Manager of Private Wealth at BT Financial Group, Jane Watts, said she was delighted to have Jonathan on board to drive the growth of Bank of Melbourne Private in Victoria.
BT Financial Group scoops three insurance awards
21 Oct 2011 -BT Financial Group has won three awards at last night's prestigious annual AB+F Insurance Awards. It was also a finalist for General Insurance Company of the Year.
More recent updates from BT
- Asgard releases details on Infinity eWRAP ahead of major national roadshow
12 Oct 2011 -Asgard has released further details of its new Infinity platform ahead of a major national roadshow in five Australian cities.
- Westpac launches virtual financial planning service
28 Sep 2011 -Westpac has launched its first virtual financial planning service, allowing customers in remote locations to talk face to face with a financial planner based in Sydney via video-link using real-time technology.
- Asgard set to transform platform investing with Infinity
26 Sep 2011 -Asgard today announced it will launch a significant new addition to the award-winning Asgard platform, which will target investors with lower balances or specific needs.
- BTFG responds to Government's Stronger Super reforms
21 Sep 2011 -BT Financial Group, one of Australia's largest superannuation providers, says the flexibility the Government has included in its Stronger Super announcement will provide a solid foundation for the future of retirement savings in Australia.
- BT Insurance awarded highest possible rating
18 Aug 2011 -BT Insurance has been awarded an "A*" rating for claims processes and customer service by independent consultancy, The Risk Store.
- Chris Caton to hit airwaves following record investor interest
12 Aug 2011 -BT Financial Group, one of the country's largest wealth managers, will commence a one-off advertising campaign from Friday 12 August, 2011, aimed at reassuring investors after an extraordinary week on the global share markets.
- BT Insurance achieves early success with BT Protection Plans
05 Jul 2011 -Dealer groups and financial advisers have given strong early support to BT Financial Group's new end-to-end life insurance solution BT Protection Plans which was launched earlier this year.
- BT Wrap launches market leading tax and trading tools
04 Jul 2011 -BT Wrap has launched major new tax and trading tools, many of which are market leading in the Australian market.
- Things you need to know about your super before the end of June
23 Jun 2011 -With just a few days left until the end of the financial year, there's still time for Australians to take steps to protect and grow their retirement nest egg.
- AdviserNETgain launches major integration with BT Wrap
01 Jun 2011 -Online financial planning solution AdviserNETgain has released an in-depth integration with investment platform BT Wrap. The integration delivers a more seamless service to advisers and will increase their productivity.
- BT Financial Group appoints Head of Practice Management
30 May 2011 -Mark Spiers, General Manager Advice today welcomed BT Financial Group's new Head of Practice Management Wes Hall into the fold.
- BT Wrap unveils online enhancements ahead of year-end
26 May 2011 -BT Wrap has launched a series of improvements to its platform as 30 June approaches, including changes to its comprehensive year-end microsite and a refreshed look and feel for its Wrap DeskTop.
- BT Financial Group Appoints Head of Retirement
18 May 2011 -David Lees, General Manager - Super, Investments and Retirement at BT Financial Group, today announced the appointment of Mr Rodney Greenhalgh as Head of Retirement effective 6 June.
- BT Financial Group's response to Federal Government's Future of Financial Advice announcement
28 Apr 2011 -"Australia's superannuation savings pool is set for extraordinary growth and we have to make sure our super and investment system is credible and trustworthy with customers' best interests at its heart. We support what the Government is trying to achieve - improved transparency and increased investor confidence in the industry," BTFG's Chief Executive, Brad Cooper, said.
- BT Wrap helps solve excess super contributions tax enigma
28 Mar 2011 -While industry debate on excess super contributions tax continues to gather steam, BT Wrap has released its Super Contributions Tracker allowing advisers to generate up-to-date contribution reports for their super clients.
- BT Wrap's new badge reports underpin dealer group support
28 Feb 2011 -BT Wrap has upped their level of reporting tools for dealer groups providing easier access to transparent reporting and assisting them manage their business and compliance needs.
- BT Life Insurance launches to the independent financial adviser market
14 Feb 2011 -BT Financial Group will deliver a fresh approach to the life insurance sector by extending their insurance footprint and launching an independent financial adviser (IFA) end-to-end solution.
- Stronger super the catalyst needed for unified sector reform
16 Dec 2010 -BT Financial Group has endorsed the Federal Government's response to the Cooper Review as the most significant opportunity for the sector to increase access and engagement in super and drive better retirement outcomes for all Australians.
- BT Financial Group "Best of the Best" in Customer Service.
10 Nov 2010 -BT Financial Group (BTFG) reigned supreme at last night's Australian Service Excellence Awards taking out two top line honours - the blue ribbon award, "Best of the Best" for Outstanding Excellence in Customer Service, as well as taking home top prize for 'Division of a Large Business'.
- BT Super for Life Tops $1Billion and Saves Customers $10Millon In Fees
1 Oct 2010 -BT's multi-award winning super fund, BT Super for Life, has reached its first billion dollars in funds under management – proving Australians are eager to engage with their super via a low-cost and simple superannuation solution.
- BT Wrap and Asgard platforms dominate AFR Smart Investor Award
17 Sep 2010 -The calibre of BT Financial Group’s two platform businesses and the people who support them was reflected with BT Wrap and Asgard both taking home awards at the annual AFR Smart Investor Blue Ribbon Awards.
- Recognition for BT Super for Life's simplicity
23 Jul 2010 -BT's quest to help more Australians understand and engage with their super was recognised at the recent Australian Superannuation Funds Association (ASFA) Communication Awards.
- Engaging workers in a competitive super market remains key
7 Jul 2010 -In order to meet the retirement needs of future generations, the superannuation industry needs an overhaul of at least the scale the Government is signalling via its current reform agenda, according to BT Financial Group (BTFG) as it commented on the recommendations of the Cooper Review into the Superannuation System.
- BT Life Insurance bolsters technical capability
1 Jul 2010 -BT Life Insurance has bolstered its technical support capability with the appointment of Jason Menzies as Technical Manager, Life Insurance.
- DKN signs for another 5 years with BT Wrap
1 Jul 2010 -BT Wrap is delighted to announce it has signed a further five year agreement with DKN Financial Group Limited (DKN), reflecting the continued strength of the long term partnership between the two groups.
- BT goes 3D to help boost investor confidence
7 May 2010 -BT Financial Group has embarked on a new integrated marketing campaign using 3D innovations to re-engage investors on the need to think and act long-term when building retirement wealth.
- Supercharging a more streamlined Super system
3 May 2010 -The fact workers will have a 12 per cent Superannuation Guarantee (SG) by 2019-2020 highlights the significance of the Super System Review reforms proposed in March this year, according to BT Financial Group.
- Executive changes and new business lines at BT Financial Group
9 Apr 2010 -BT Financial Group (BTFG) today announced a restructure of its senior executive team with a number of key internal appointments following the resignation of one of its General Managers, Geoff Lloyd.
- BT welcomes SuperStream
22 Mar 2010 -Brad Cooper, Chief Executive of BT Financial Group, today welcomed the Cooper Review's SuperStream recommendations and said, if implemented, they would bring about the single biggest improvement to Australians' retirement savings since the Superannuation Guarantee was introduced.
- BT Wrap responds to increasing equity demand with multi-client bulk order trading
15 Mar 2010 -BT Wrap today launched another round of platform enhancements delivering optimum trading functionality to meet increasing adviser and client demand for equities and Exchange Traded Funds (ETFs).
- Most Australians don't understand one of their largest assets - but want help to simplify it
22 Feb 2010 -New national research shows that while only one in 10 Australians can cite the exact balance of their super fund, more than half say easier online access would help them take a more active interest in one of their largest financial assets.
- BT releases blueprint for super industry efficiency
17 Dec 2009 -In its submission to Phase 2 of the Super System Review, BT has outlined a plan for the superannuation industry to make dramatic changes to fund portability, reduce costs and increase engagement by removing systemic infrastructure inefficiencies.
Super System Review Phase Two: Operation and Efficiency - download PDF (PDF size: 760kb)
Blueprint for efficiency - download PDF (PDF size: 27kb). - BT's Wrap Essentials Responds to Client Demand
2 Dec 2009 -Changing market conditions has seen Wrap Essentials revamp its platform offering in response to adviser and client demand for simpler products, quality investment options and easy administration.
- BTFG achieves excellence in customer service
12 Nov 2009 -The BTFG Customer Service team scooped the pool at the recent CSIA Australian Service Excellence Awards recognising the team's high standards of management, training and commitment to service excellence.
- BT Wrap first to market with new annuity product
22 Oct 2009 -BT Wrap today announced the first unitised annuity investment option available on an Australian platform for financial advisers and clients increasingly concerned about securing a regular income in retirement.
- Wrap launches SMSF enhancements for advisers and accountants
21 Sep 2009 -BT Wrap today unveiled its latest round of platform enhancements designed to help advisers and accountants work together to more efficiently manage their self managed super fund (SMSF) clients.
- BT Wrap to provide Merrill Lynch's Investment Wrap platform
4 Aug 2009 -Chris Freeman, Head of BT Wrap, today announced they have signed a 3-year agreement with Merrill Lynch to provide a badged platform investment solution.
- Expanded Shadforth Financial Group signs partnership with BT's Wrap Platform for a further 3 years
9 Jun 2009 -BT Financial Group is pleased to announce it will extend its existing relationship to provide BT Wrap platform solutions to leading advice group Shadforth Financial Group for another three years.
- BT Financial Group announces senior appointments in super and investments
11 Dec 2008 -BT Financial Group today announced the appointment of Patrick Farrell to Head of Investments and Melanie Evans to Head of Superannuation in the Superannuation & Investment Solutions team in its combined wealth management business, formed by the merger of Westpac Banking Group and St.George Bank.
