Take a callfrom a clientlooking for adifferentVanguardConvert anXO accountto managedinstead ofoffboardingSpeakabout JohnBogle witha clientHelp aclientcalledBrianTake aprospect callthat endswith the clientjoining VGGuide aclient toInvestingEducationtabHelp a clientwho has leftISA paymentsuntil the finaldayHelp a clientmaximisetheir ISAallowanceTell a clientthat we can'tprovide taxadviceHelp aclient bornbefore1940Get a 5*Trust PilotReviewExceedyour team'sCPSHtargetSpeak toa clientcalledKarenHelp aclientprocess aBed & ISACompletebankverificationReceiverecognitionfrom anothercrew member(recognitionboard)Deal with aclient who hasan accountvalue of £1m+ACW lessthan 30secondsfor the dayHelp a clientwith asummer-related nameCompletean FPOCsuccessfullyTake a callfrom a clientlooking for adifferentVanguardConvert anXO accountto managedinstead ofoffboardingSpeakabout JohnBogle witha clientHelp aclientcalledBrianTake aprospect callthat endswith the clientjoining VGGuide aclient toInvestingEducationtabHelp a clientwho has leftISA paymentsuntil the finaldayHelp a clientmaximisetheir ISAallowanceTell a clientthat we can'tprovide taxadviceHelp aclient bornbefore1940Get a 5*Trust PilotReviewExceedyour team'sCPSHtargetSpeak toa clientcalledKarenHelp aclientprocess aBed & ISACompletebankverificationReceiverecognitionfrom anothercrew member(recognitionboard)Deal with aclient who hasan accountvalue of £1m+ACW lessthan 30secondsfor the dayHelp a clientwith asummer-related nameCompletean FPOCsuccessfully

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