Marketing for Financial Services Businesses Under PECR and GDPR

It’s important that any business selling financial service products understands and adhers to the data protection framework the UK has signed up to in it’s statute books.

Many things have changed since its launch in May 2018 when GDPR came out and this workshop looks at some of the changes taken place since then.

It also looks at the PECR regulation and how this impacts on your marketing campaigns.

Who can I email? When do I need consent? Can I cold call people? Just three questions we will be answering over this two day workshop.


22 – 23 September 2021

8 – 9 December 2021 *


09:30 to 12:30 (GMT)
* 14:00 to 17:00 (GMT)


Virtual Training Workshop via Zoom

Key Sessions and Takeouts

Understanding the framework of GDPR and its impact on marketing
We take you through the key elements of GDPR with a focus on those areas having the greatest impact on financial services marketing.

Consent and the Privacy Policy
GDPR is evolving all the time. We look at some new elements introduced within the GDPR, such as accountability and DSAR’s.

How does Privacy and Electronic Communications Regulations fit with GDPR
An introduction to PECR, it’s been here for some time and fits with GDPR with examples of how it fits in the marketing workplace.

Cross Border Marketing
If you have customers or send marketing campaigns outside of the UK then it’s important to understand what you need to be aware of if these customers are within the EU or are outside of the EU.

B2B versus B2C as an audience
We look at the differences between the two audiences under GDPR? How do marketing principles change dependent upon your audience?

Channel Marketing under PECR and GDPR
Financial services marketers use various channels in their marketing mix. What can we do through each channel and to whom and keep within the data protection framework?

ICO Case Studies
What can we learn from recent ICO fines on financial service companies?

Show and Tell …
An opportunity to ask direct questions about your campaigns or your plans for marketing activities , prior to the programme or at the end of the two days.


  • Marketing Managers
  • Digital Marketing Managers
  • Account Managers
  • Brand Managers
  • Sales and Business Development Managers


  • Data Managers
  • GDPR Managers
  • Data Protection Officers
  • Content Managers
  • PR and Communication Managers


This live virtual training workshop is delivered over two half-day sessions. With a limit of 16 delegates, each session will include tutor led presentations and delegate interaction.

Tutor: Simon HiNks, PMA

Tutor: Simon HiNks, PMA

A member of the GDPR Institut and the EADPP, Simon has written core modules for the IDM (Institute of Direct Marketing) GDPR certificate which was awarded a certificate for best online GDPR course, including being a judge for the DMA and Loyalty Awards.

He has delivered training at all levels and most teams within a business believing it is best to train face to face (include video) as this allows attendees to ask questions and relate the GDPR framework to their day today roles.

Simon began his career as an accountant before moving into direct sell holidays. He spent many years in Financial Services working across a range of products and services which included regulated products. Roles included Head of Merchandising, Process Design and CRM. Data Protection has always been on his agenda and since setting up his business eighteen years ago, he has worked across many different business sectors for both B2B and B2C including Charities and Schools.

He has spoken at numerous business events on the impact of GDPR and is frequently asked onto panel discussions relating to GDPR and Facial Recognition.


Non-Member Price

£545 +VAT

Individual Member


Corporate Member





For individual bookings, please complete the form below along with the payment options.

For multiple, Individual, or Corporate Membership bookings, please use the ‘Register’ section at the bottom of the page.


For multiple, Individual, or Corporate Membership bookings, please contact a member of the FSMarTech team and we will be in touch within 24-hours to confirm the booking.