At this stage, we’ll issue a welcome email to your client, and if they are new to BT Panorama, they will also receive the registration details to access their annuities online.
Ongoing management is also made simpler, with email notifications for key transactions, easy maintenance of linked bank accounts, and access to annuity correspondence via the document library.
If you don’t have a BT Panorama account, check that your dealer group licensee offers BT Panorama and register for a BT Panorama adviser account.
To set up an annuity please follow the instructions under “I have a BT Panorama account”.
Questions? For step-by-step instructions on how to set up a BT Panorama account, or how to set up clients via BT Panorama, attend a quick online training session or contact us on 1300 784 207 or firstname.lastname@example.org.
There is a range of support available from Challenger to assist you with talking to your clients about how annuities may fit into their retirement portfolio. View the latest technical articles to explore the challenges retirees face, legislation impacting this area, and what solutions you can provide. Simply login to your BT Panorama adviser account, find annuities under the product section and visit ‘Challenger tools and resources’.
Access Challenger’s full range of market-leading annuity solutions via BT Panorama, in addition to PDS and policy documents, support tools for advisers, calculators, forms and more.
BT Portfolio Services Ltd (ABN 73 095 055 208, AFSL No. 233715 (‘BTPS’) provides administration services to and for Challenger Life Company Limited (ABN 44 072 486 938) in respect of Challenger annuities via BT Panorama. BTPS is not issuing, selling, dealing or arranging the sale of Challenger annuities via BT Panorama and BTPS is not providing any custody service, any advice or any other financial service or function in relation to Challenger’s customers. Related parties of BTPS (like Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714) (Westpac) and their representatives may be authorised to provide retail clients with personal financial advice in respect of Challenger annuities via BT Panorama, although such persons would need to appoint them pursuant to separate terms.
This information is also provided by Challenger Life Company Limited ABN 44 072 486 938, AFSL 234670 (Challenger Life), the issuer of Challenger annuities. This is general information for advisers only and is not intended to be advice. Clients should consider the relevant product disclosure statement available at www.challenger.com.au/panorama and the appropriateness of the product before making any investment decision. All references to guaranteed income refers to the payments Challenger Life promises to pay under the relevant policy documents. Neither the Challenger Group nor any company within the Challenger group guarantees the performance of Challenger Life’s obligations or assumes any obligations in respect of products issued by Challenger Life.
This information is given in good faith and has been derived from sources believed to be accurate at today’s date. However, it is general information or an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. No company in the Westpac Group nor any of their related entities, employees or directors gives any warranty of reliability or accuracy or accepts any responsibility arising in any other way including by reason of negligence for errors or omissions. This disclaimer is subject to any requirement of the law.
This information has been prepared for use by advisers only. It must not be made available to any retail client and any information in it must not be communicated to any retail client or attributed to BTPS.
© BT Financial Group 2018