BT Learning Lab webinar series - Enhance knowledge when implementing and managing pension payments, income distribution, cash strategies


Information for advice professionals only.

BT is pleased to invite you to an exciting new training and education session designed to equip you with the latest knowledge on strategies for effectively managing Pension Payment, Income Distribution, Cash Strategies, and Recontribution Strategies in the upcoming financial year. 

This comprehensive training session will cover the following key areas:

  • Pension Payment Management: for managing pension payments, including tax implications, minimum payment requirements, and best practice when implementing strategies on BT Panorama 
  • Income Distribution Strategies: explore various ways on managing income distribution in July tailored to the needs and objectives of different clients & what best practice looks like when implementing strategies on BT Panorama
  • Cash Strategies: gain insights into effective cash management techniques, including optimizing cash flow, identifying best methods for implementation on BT Panorama 

This training session will be conducted by professionals with extensive knowledge and practical experience in the field on support & implementation. It will provide you with valuable insights, practical tips, and real-life case studies when implementing with BT Panorama.

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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.