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, the GDPR, and the Data Protection Act 2018.
This course has been developed to address these specific requirements and provide your firm with the knowledge to make sure you meet your responsibilities.
Data, GDPR and vulnerability
20, 23 and 29 September 2022
9:30 AM - 1:00 PM
Delivered online via Zoom
Secure your place
“A firm’s purpose for processing explains their need to record vulnerability data, and their practical plan for achieving this. It is developed using the guiding lenses of data protection, vulnerability regulation, and operational practicality. Together we’ll explore how to comply with data protection law and regulation, meet vulnerable customers’ needs, while keeping things simple for staff.”
- Robert Bell, Data & GDPR Consultant, Money Advice Trust
Course aim: The aim of this course is to provide learners with knowledge to understand how GDPR and vulnerability interact and how to record the required information for vulnerable customers.
Course outcomes - By the end of this course, learners will be able to:
- 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 disclosures
- Apply the principles from GDPR to a range of vulnerable customer scenarios.
Who is it for? Data protection teams, staff working on vulnerability policy, operational and compliance leads/specialists.