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Which topics should we prioritise during the beta?

Adviser Forum TeamOfficial Contributor

Official platform updates, moderation announcements, community guidance and beta news.

· 2 months ago

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 exits, recruitment, and more. We would rather focus on a few at a time and do them well.

To help us prioritise:

  • Which two or three topics would most reward a professional discussion right now?
  • Which topics are already well served elsewhere and do not need us?
  • Are there niche areas that feel neglected and could use a dedicated corner?

Rank them however you like. We will use the responses to plan the first month of seeded threads.

One request before you reply: please describe what you have actually seen rather than what is generally said to be true. Broad claims about what advisers think are far less useful than a specific, anonymised observation, and firms should always take their own compliance view on anything discussed here.

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