Take a callfrom a clientlooking for adifferentVanguardConvert anXO accountto managedinstead ofoffboardingACW lessthan 30secondsfor the daySpeak toa clientcalledKarenGuide aclient toInvestingEducationtabHelp a clientwith asummer-related nameExceedyour team'sCPSHtargetSpeakabout JohnBogle witha clientTake aprospect callthat endswith the clientjoining VGHelp aclientprocess aBed & ISAHelp a clientmaximisetheir ISAallowanceHelp aclientcalledBrianDeal with aclient who hasan accountvalue of £1m+Receiverecognitionfrom anothercrew member(recognitionboard)Tell a clientthat we can'tprovide taxadviceCompletebankverificationHelp aclient bornbefore1940Get a 5*Trust PilotReviewCompletean FPOCsuccessfullyHelp a clientwho has leftISA paymentsuntil the finaldayTake a callfrom a clientlooking for adifferentVanguardConvert anXO accountto managedinstead ofoffboardingACW lessthan 30secondsfor the daySpeak toa clientcalledKarenGuide aclient toInvestingEducationtabHelp a clientwith asummer-related nameExceedyour team'sCPSHtargetSpeakabout JohnBogle witha clientTake aprospect callthat endswith the clientjoining VGHelp aclientprocess aBed & ISAHelp a clientmaximisetheir ISAallowanceHelp aclientcalledBrianDeal with aclient who hasan accountvalue of £1m+Receiverecognitionfrom anothercrew member(recognitionboard)Tell a clientthat we can'tprovide taxadviceCompletebankverificationHelp aclient bornbefore1940Get a 5*Trust PilotReviewCompletean FPOCsuccessfullyHelp a clientwho has leftISA paymentsuntil the finalday

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