Whitepaper: BT 2021 UK Study Tour


This year, BT conducted its UK Study Tour virtually. This paper provides an opportunity for Australian financial advisers to learn about what’s happening in the UK, with a surprising degree of similarity between the two markets.

The advice gap, impact of regulation, intergenerational transfer of wealth and the role of new technologies were just some of the main themes explored during the UK Study Tour. This paper unpacks some of the ideas and themes that were addressed.

Download the whitepaper: "BT 2021 UK Study Tour".

Take the next steps

  • Explore BT Panorama
    Increase efficiency and client value with online consent, our award winning mobile app and more.

Having an Approved Product List (APL) may be valuable in today’s rigorous regulatory environment. We take a look at some of the key benefits of having an APL for registered financial advisers.
Magellan article: A reserve currency is widely held by governments and institutions among their foreign exchange reserves. A digital currency could be next.
Margin loans are a type of investment loan and have similar risks and benefits as other gearing strategies, however they also have some unique features.
Technical resource