Data lies at the heart of the FCA’s vulnerability regulations. Firms need to know their vulnerable consumers, hold the right data about them, and use this to help and support them. Firms also need to balance the FCA’s expectations on data with those of the ICO, GDPR, and the Data Protection Act 2018.

UK Finance has partnered with the Money Advice Trust to develop a new Vulnerability and GDPR workshop to address these specific requirements to ensure you can meet your responsibilities.

KEY LEARNING OUTCOMES:

By the end of both workshops you will:

• Identify the challenges of supporting vulnerable customers and meeting GDPR requirements

• Explain the different basis under articles 6 and 9 that can be used to record customer disclosure

• Apply the principles from GDPR to a vulnerable customer scenario

Top Speaker

Robert Bell

Robert Bell

Law graduate, Director Level

Robert is known throughout the industry and judges the CCR Credit Excellence Awards and has a specific focus on GDPR and vulnerability.

Robert is known throughout the industry and judges the CCR Credit Excellence Awards and has a specific focus on GDPR and vulnerability.

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