UK GDPR for Financial Services E-Learning

  • Author: Robert Bell
  • Level: Non-Senior
  • Study time: 30 mins
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Course overview
The UK General Data Protection Regulation (UK GDPR) sets strict requirements for how personal data must be processed. It is enforced by the Information Commissioner's Office (ICO) and applies to almost every activity carried out within a regulated financial services firm from onboarding and marketing to complaints handling, credit assessments and financial difficulty support.

This course delivers the background to the legislation and explores how to collect and record data legally, and how to avoid security breaches.
  • Video time: 7 mins 
  • Exams: 1

What's included?

  • 6 Short Chapters
  • 1 Certificate
  • 23 Questions
  • 5 Videos
  • 5 Presentations

Keeping Data Safe and Secure

If you work in regulated financial services, you'll handle some of the most sensitive personal data in the economy including identity information, financial history, and data about vulnerability, health and life circumstances.

How that information is collected, used, shared and protected directly affects customer trust, regulatory compliance and the firm’s reputation.


What You'll Learn

Understanding UK GDPR helps you to:

  • Know what personal data is and how it can be used
  • Handle customer information lawfully, fairly and transparently
  • Recognise and manage data protection risks
  • Respond correctly to data subject rights and data breaches

Robert Bell

Compliance Expert, instructor, writer. 


ABOUT Robert
Robert Bell has over 17 years of experience in FCA compliance. Graduating with LLB in Law, Robert has a wealth of on-the-ground experience with financial services firms of all types and sizes.

As a compliance consultant, he has supported a number of firms in achieving FCA authorisation and helped organisations weather the storms of the changing compliance landscape over the past two decades.

Working with the CSA, MBL and MALG, he enjoys helping learners and experts alike to build best practice, particularly in newly emerging areas of regulation and law. He is the author of “A Practical Guide to the Financial Conduct Authority (FCA) Consumer Duty – Law Brief Publishing” (2024).