BT Lifetime – Flexible Pension apply

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Thank you for considering the BT Lifetime - Flexible Pension Plan.  We encourage you to speak to a financial adviser about the best way to set up your Flexible Pension and your choices in the areas of estate planning, payment frequency and amount and investment options. If you have any questions on the application process our BT Customer Relations team are here to help on 1800 022 555.

Download

  • Download the Product Disclosure Statement containing information you need to invest and the application form
  • Print out the Product Disclosure Statement and when ready to invest, complete the attached application form
  • Return the completed application form to us at:
    BT Financial Group
    GPO Box 2675
    Sydney NSW 2001

Posted to your address

We can arrange for the Product Disclosure Statement to be posted to your address (opens in a new window)

Apply in person

If you prefer to meet in person to discuss BT products and services, we invite you to make an appointment with an investment representative from Westpac Financial Planning by calling 1300 130 272.

As a member of the Westpac Banking Group, BT Financial Group works closely with the Westpac Financial Planners located in selected Westpac branches across Australia.

Remember, if you have any questions at all please call your adviser or our BT Customer Relations team on 132 125, they’ll be happy to help.