Managing pension accounts
on BT Panorama

For your convenience we have created a video on how to commence & manage pension accounts which also includes how to set up a drawdown strategy:

Additionally, a full training course on using BT Panorama for Super/Pension is available on our online training hub. Register for the hub for the hub then you can navigate to the Super Pension training.

Tips and Hints Managing pension payments

Fastest way to move a client from accumulation to pension phase on BT Panorama

When a client on BT Panorama Super is looking to move their super accumulation account in full to pension phase, there is no requirement to open a new pension account and transfer the client’s assets. Instead, there is a much faster and easier way, which is to simply change the client to pension phase in their existing Panorama Super account. This can reduce the time required to commence a pension by up to 4 weeks. You're able to change your client's Panorama account between other phases such as:

  • Accumulation phase to transition to retirement phase
  • Transition to retirement phase to pension phase, or
  • Pension or Transition to retirement phase back to accumulation phase

Refer to our Help & Support section on the Panorama desktop, click on forms, refer to the super section & download the Full transfer within Panorama Super form. Once you complete this form and your client signs it, simply email the form to: professional@panorama.com.au
 

Your top queries answered

Here you can find useful tips that address the top Customer Relations queries we are receiving and instructions on navigating to the relevant BT Panorama help and support pages. Once logged in to the BT Panorama desktop, the help and support section can be found on the top right-hand side of the screen.

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How do I manage fee submissions on BT Panorama?

You can find information about fee submissions by clicking on the help and support section on your BT Panorama desktop and then choosing the following options: Managing your clients -> Monitoring and reporting -> Fees. 

How do I manage fee submissions on BT Panorama?
How do I check my client’s rollover status?

How do I check my client’s rollover status?

You can find out the status of a rollover request on BT Panorama online. How? On the left-hand side menu when you’re viewing a client’s account, you’ll see ‘Rollovers and contributions’. Once submitted the task will move through three stages:

  • Submitted - successfully submitted
  • In progress - sent to the other fund
  • Received - the funds have come in

Once the rollover has been received into the account, you’ll see this in the transaction history. 

How do I update my client’s primary and secondary contact details? 

For changes to the primary contact's mobile phone number and email address, the client must call us on 1300 881 716 (Monday to Friday, 8:30am – 6:30pm Sydney time). Other changes, such as address, can be made online.

Hint: Any secondary contact details on BT Panorama online with a pencil icon next to them, means you can edit and update them online on behalf of your client. 

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Provide account access for a member

This information has been prepared for use by advisers only.

How do I provide account access for a member of my team?

If you’d like a team member to have access to your client accounts, they will need to be given the appropriate permissions. They can only access client accounts under the adviser or dealer group they are linked to. Your Dealer Group Manager can provide access by logging into BT Panorama and entering the required details. More information is available by clicking on the help and support section on your BT Panorama desktop and then selecting: Business admin -> Admin, users & permissions -> Users and business entities.

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