BT Learning Lab series

From 1 October, we’re introducing a range of changes designed to give you and your clients more choice, greater value, and improved flexibility.

Superannuation death benefit planning is crucial. Because super can be distributed separately from the estate, thoughtful planning can help to ensure your clients’ benefits end up in the right hands.

In this Learning Lab webinar we share our top tips to ensure your business efficiently navigates successfully through the end of financial year period.

This learning lab webinar shared changes coming to BT Panorama for fee consent enabled by the Quality of Advice Review Tranche 1 changes.

In this session, we’ll share how Adviser Portfolios can benefit client outcomes and experience in addition to streamlining processes and improving compliance within your business.

In this session, we’ll take you through the new form and process designed to greatly simplify and reduce the effort required by advisers and their clients.

Join us for our next Learning Lab webinar, where we’ll share our top tips to ensure your business efficiently navigates successfully through the End of Financial Year period.

In this session we’ll showcase the latest platform enhancements from our March innovation release.

Our first webinar has a special focus for our Asgard advisers, as we discuss 'Why BT Panorama should be considered in 2024.