Regular communication

Upon joining the BT Lifetime Super - Employer Plan or BT Business Super, 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)
A 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
Annual Report

Employee Communication

On joining the plan members receive:

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 for access to BT Link and BT Online

Annual communications

Each year your employees will receive an Annual Statement detailing:

Contributions made
Investment balances
Fees paid
Insurance benefits
Their asset allocation and investment strategy

They also receive an Annual Report covering:

Product enhancements
Fund performance
A review of the operation of the fund for the last financial year

They will also receive a newsletter called “Super Investor” featuring topical news and articles, updates and offers.

Leaving the plan

On leaving the plan your employee receive:

A withdrawal statement
Exit Form offering them a fee-free transfer into the BT Lifetime - Personal Plan and an opportunity to continue their existing insurance arrangements.
Members of BT Business Super will be provided with an option to continue their superannuation in BT Retained Benefit

Useful Information

Employees can request a personalised statement at any time.
Employees can access educational material and their account information via this website
Members can also subscribe to an email newsletter called “Better Investor Online” to help them stay informed about market trends, investment tips and other news.