BT Lifetime Super - Employer Plan Communicating with you and your employees

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Upon joining the BT Lifetime Super - Employer Plan, BT will communicate with you and your employees on a regular basis to ensure your plan is running smoothly.

Employer Communication

  • New Employer Pack confirming your benefit design details and your employees' insurance arrangements (if applicable),
  • Policy Committee Kit if you have 50 or more employees,
  • Pre Review Pack to confirm your employees' detail, contributions and insurance benefits (if applicable) before financial year end, to ensure their Annual Statements are correct, prior to issuing,
  • Annual Report, and
  • You can view and print reports on your plan whenever you like from BT Online Employer (BTOE).

Employee communication

Joining the Plan

Welcome Kit
  • wallet sized card with their member details,
  • New Member Statement,
  • Employee Booklet,
  • in a separate mailing (for security reasons), they'll also receive a PIN and password for access to BT Link and BT Online, and
  • additionally, whilst in the plan, members may receive a newsletter or magazine which will include information on the fund, investment strategies and performance of the Investment Options.

Annual

Statement
  • contributions,
  • investment balances,
  • fees,
  • insurance benefits, and
  • asset allocation and investment strategy.
Annual Report
  • product enhancements,
  • fund performance, and
  • a review.

Leaving the Plan

Exit Kit
  • withdrawal statement, and
  • Exit Form for free transfer into the Personal Plan and insurance continuation.

More information?

For more information on communications and reporting please download the Product Disclosure Statement.

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