Categories
Every conversation on Adviser Forum lives inside a category. Pick one below to see what UK financial services professionals are talking about today.
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.
Market & Industry Talk
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.