The library · Financial advice firms · Articles and pages

Write a blog article

Readers are usually close to a decision: retiring, inheriting, remortgaging, selling a business. They want their options in plain words, and they often read an article as if it were written about them.

The prompt
I work in marketing at a financial advice firm. Help me write a blog article that answers one question a client would ask.

Context: Readers are usually close to a decision: retiring, inheriting, remortgaging, selling a business. They want their options in plain words, and they often read an article as if it were written about them.

Before you start, ask me for anything missing from this list:
- The question the article answers
- What we know about it first-hand
- Who is reading and what they are deciding
- A sample of our writing

Then:
1. Open with a direct answer in 40 to 60 words.
2. Cover the follow-up questions a reader would ask next, one section each, with the answer first.
3. Use one worked example from what I gave you.
4. End with one next step.

Give me:
- A title under 60 characters
- The article, 700 to 900 words
- A two-sentence summary for the listing page

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Whether the article counts as a financial promotion and who approves it
- Tax rates, allowances and thresholds, checked against the current tax year
- A line saying this is general information for UK readers

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • Whether the article counts as a financial promotion and who approves it
  • Tax rates, allowances and thresholds, checked against the current tax year
  • A line saying this is general information for UK readers

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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