2024 upcoming webinars 

We're happy to share that our BT Learning Lab webinar series is back for 2024 with a number of exciting topics and speakers locked in over the coming months.

We are pleased to be launching a new pension refresh process on Panorama.

Join us for our next Learning Lab webinar, where we’ll take you through the new form and process designed to greatly simplify and reduce the effort required by advisers and their clients.

What we’ll cover:

  • Step-by-step walkthrough – Taking you through each section of the new form you’ll complete to implement your clients’ end-to-end refresh strategies
  • What’s changed? – Highlighting what has changed in our processes, as we retire the current Pension Reset form and replace it with the new pension refresh form
  • Best practice and further resources – We’ll explore the best approach to some of your common refresh strategies, along with support resources available for your practice/team
    This training session will be conducted by BT’s 

Training and Capability team, professionals with extensive knowledge and practical experience in the fields of support and implementation.

This training session will be conducted by BT’s Training and Capability team, professionals with extensive knowledge and practical experience in the fields of support and implementation.  

Event details:
Date: Tuesday 28 May 2024
Time: 12:00pm AEST
Register now

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Learning lab

Pension refresh made easy

Tuesday, May 28, 2024