Help aclientprocess aBed & ISAHelp a clientwith asummer-related nameSpeakabout JohnBogle witha clientTake aprospect callthat endswith the clientjoining VGDeal with aclient who hasan accountvalue of £1m+Help a clientwho has leftISA paymentsuntil the finaldayCompletebankverificationSpeak toa clientcalledKarenACW lessthan 30secondsfor the dayHelp a clientmaximisetheir ISAallowanceCompletean FPOCsuccessfullyReceiverecognitionfrom anothercrew member(recognitionboard)Help aclientcalledBrianGuide aclient toInvestingEducationtabConvert anXO accountto managedinstead ofoffboardingHelp aclient bornbefore1940Exceedyour team'sCPSHtargetGet a 5*Trust PilotReviewTell a clientthat we can'tprovide taxadviceTake a callfrom a clientlooking for adifferentVanguardHelp aclientprocess aBed & ISAHelp a clientwith asummer-related nameSpeakabout JohnBogle witha clientTake aprospect callthat endswith the clientjoining VGDeal with aclient who hasan accountvalue of £1m+Help a clientwho has leftISA paymentsuntil the finaldayCompletebankverificationSpeak toa clientcalledKarenACW lessthan 30secondsfor the dayHelp a clientmaximisetheir ISAallowanceCompletean FPOCsuccessfullyReceiverecognitionfrom anothercrew member(recognitionboard)Help aclientcalledBrianGuide aclient toInvestingEducationtabConvert anXO accountto managedinstead ofoffboardingHelp aclient bornbefore1940Exceedyour team'sCPSHtargetGet a 5*Trust PilotReviewTell a clientthat we can'tprovide taxadviceTake a callfrom a clientlooking for adifferentVanguard

Tax-Year BINGO - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  2. Help a client process a Bed & ISA
  4. Help a client with a summer-related name
  5. Speak about John Bogle with a client
  6. Take a prospect call that ends with the client joining VG
  7. Deal with a client who has an account value of £1m+
  8. Help a client who has left ISA payments until the final day
  9. Complete bank verification
  10. Speak to a client called Karen
  11. ACW less than 30 seconds for the day
  12. Help a client maximise their ISA allowance
  13. Complete an FPOC successfully
  15. Receive recognition from another crew member (recognition board)
  16. Help a client called Brian
  17. Guide a client to Investing Education tab
  18. Convert an XO account to managed instead of offboarding
  19. Help a client born before 1940
  20. Exceed your team's CPSH target
  22. Get a 5* Trust Pilot Review
  23. Tell a client that we can't provide tax advice
  24. Take a call from a client looking for a different Vanguard