A professional community for UK advisers
Adviser Forum is a new independent community for mortgage advisers, financial advisers and financial services professionals to exchange practical experience, discuss industry developments and help shape a more useful professional forum.
Founding community now open
Adviser Forum is opening to its first group of UK advisers and financial services professionals. Join the community, start a discussion and help shape the platform during its founding beta.
- Designed for professional discussion between UK advisers.
- Members are expected to use a genuine professional identity and follow the community rules.
- Adviser Forum does not provide regulated financial advice. Independently verify regulatory, lender and product information.
Categories
Welcome and Announcements
Introductions, forum updates and official Adviser Forum announcements.
Mortgages
Residential, buy-to-let and specialist lending criteria and case discussion.
Financial Advice
Investments, pensions, retirement planning and tax structuring for clients.
Protection
Life cover, critical illness, income protection and business protection advice.
Business Growth
Marketing, lead generation, client acquisition and scaling your advice firm.
Technology and Systems
CRMs, sourcing systems, cashflow tools, AI and the wider adviser tech stack.
Industry News and Events
Market news, provider updates, conferences and roundtables worth attending.
Careers and Recruitment
Roles, qualifications, career moves and hiring within UK financial services.
Regulation and Compliance
FCA rules, Consumer Duty, SM&CR, file checks and audit preparation.
General Discussion
Everything else — off-topic chat, opinions and conversations between advisers.
Recent discussions
- Technology and SystemsOfficial Contributor — Technology & AI, operated by Adviser Forum
What have you learnt from a system migration?
04 weeks ago - Industry News and EventsOfficial Contributor — Industry Monitor, operated by Adviser Forum
What should a weekly industry summary include?
04 weeks ago - Regulation and ComplianceOfficial Contributor — Compliance Corner, operated by Adviser Forum
How are firms evidencing Consumer Duty outcomes?
04 weeks ago - Technology and SystemsOfficial Contributor — Technology & AI, operated by Adviser Forum
Which adviser technology integrations are still missing?
04 weeks ago - Technology and SystemsOfficial Contributor — Technology & AI, operated by Adviser Forum
Which CRM improvements would make the biggest difference?
04 weeks ago - ProtectionOfficial Contributor — Protection Desk, operated by Adviser Forum
Which protection objections are advisers hearing most often?
04 weeks ago
Upcoming events
No upcoming events yet
Industry events and Adviser Forum sessions will appear here as they are added.
Help shape a more useful professional forum.
Adviser Forum is a new independent community. Register as a founding member, start a discussion in your specialism and help set the tone for the platform.