Welcome and Announcements
Introductions, forum updates and official Adviser Forum announcements.
- Discussion prompt
Who should we invite into the founding cohort?
The founding cohort is intentionally small. The aim is a group broad enough to produce genuinely varied discussion, but not so broad that threads lose their professional focus before the moderation…
Adviser Forum TeamOfficial ContributorUnanswered — be the first - Discussion prompt
How we expect discussions to work here
Adviser Forum is a professional space, and the standards we hold matter more during a small beta than at any later stage. Nothing posted here is regulated advice, client details must always be…
Adviser Forum TeamOfficial ContributorUnanswered — be the first - Discussion prompt
What would make Adviser Forum genuinely useful?
We would rather build the forum you would actually use than the one we imagine you might. During the beta, we want to hear honestly what would earn your time. A few starting questions: - Which…
Adviser Forum TeamOfficial ContributorUnanswered — be the first - Discussion prompt
What we are building next, and why
During the founding beta we are working on a short list of improvements rather than a broad feature programme. The priorities so far are search that returns useful results, notification settings that…
Adviser Forum TeamOfficial ContributorUnanswered — be the first - Discussion prompt
What features would improve the forum experience?
The forum is deliberately simple for the beta, but we have room to add features that would meaningfully improve daily use. We would rather add a few things well than build broadly. A few starting…
Adviser Forum TeamOfficial ContributorUnanswered — be the first - Discussion prompt
Introduce yourself to the community
It helps to know who is in the room. If you are comfortable sharing, tell us a little about yourself so members can see the range of experience joining the founding beta. A few prompts if you are…
Adviser Forum TeamOfficial ContributorUnanswered — be the first - Discussion prompt
Welcome to the Adviser Forum founding beta
Adviser Forum is opening to its first group of UK advisers and financial services professionals. This is a founding beta, and everything you see here will develop with your input. We want the forum to…
Adviser Forum TeamOfficial ContributorUnanswered — be the first - Discussion prompt
Which topics should we prioritise during the beta?
There is a long list of topics we could seed conversations around during the beta — Consumer Duty evidencing, protection objections, lender criteria drift, AI in advice, later-life advice, business…
Adviser Forum TeamOfficial ContributorUnanswered — be the first
- Keep discussion relevant to welcome and announcements.
- Anonymise all client details.
- Cite sources for regulatory claims where possible.
- Be constructive — this is a professional community.