How Two-pot has transformed client relationships

Conventionally Two-pot could be seen as nothing more than a further administrative complexity, further reducing the profits of a retirement fund administrator.  While Two-pot is entirely a government-introduced intervention, GTC embraces every opportunity to engage with retirement fund members, treating them as private clients rather than anonymous members of a corporate client.

GTC communicates with many fund members regularly, both in terms of regulated counselling events and Two-pot (together with several other financial events which are sufficiently important to factor in when having a financial planning discussion with an investor).

Empowering each and every member of a retirement fund is both a rewarding undertaking, as well as being a powerful economic enabler as a retirement fund member begins the serious dialogue of sharing their financial planning objectives and requirements.

GTC’s sophisticated, technology-driven engagement platform – Altertude, ensures that retirement fund members are communicated with punctually, at scale, and availed of GTC’s automated Pre-advice Life Report without having to resort to cumbersome (and expensive), manual interventions.