Completean FPOCsuccessfullyDeal with aclient who hasan accountvalue of £1m+Help a clientwho has leftISA paymentsuntil the finaldayTake aprospect callthat endswith the clientjoining VGTell a clientthat we can'tprovide taxadviceExceedyour team'sCPSHtargetHelp a clientmaximisetheir ISAallowanceHelp aclientprocess aBed & ISAGuide aclient toInvestingEducationtabACW lessthan 30secondsfor the dayHelp aclientcalledBrianHelp aclient bornbefore1940Help a clientwith asummer-related nameConvert anXO accountto managedinstead ofoffboardingSpeak toa clientcalledKarenCompletebankverificationGet a 5*Trust PilotReviewReceiverecognitionfrom anothercrew member(recognitionboard)Take a callfrom a clientlooking for adifferentVanguardSpeakabout JohnBogle witha clientCompletean FPOCsuccessfullyDeal with aclient who hasan accountvalue of £1m+Help a clientwho has leftISA paymentsuntil the finaldayTake aprospect callthat endswith the clientjoining VGTell a clientthat we can'tprovide taxadviceExceedyour team'sCPSHtargetHelp a clientmaximisetheir ISAallowanceHelp aclientprocess aBed & ISAGuide aclient toInvestingEducationtabACW lessthan 30secondsfor the dayHelp aclientcalledBrianHelp aclient bornbefore1940Help a clientwith asummer-related nameConvert anXO accountto managedinstead ofoffboardingSpeak toa clientcalledKarenCompletebankverificationGet a 5*Trust PilotReviewReceiverecognitionfrom anothercrew member(recognitionboard)Take a callfrom a clientlooking for adifferentVanguardSpeakabout JohnBogle witha client

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