GDPR - Are you compliant?

The General Data Protection Regulation (GDPR) went live on 25 May 2018 and has altered the way in which financial advisors and financial advisory firms can store and utilise the data which they process. We have put together a suite of content to help financial advice firms with GDPR compliance, all of which is available on this page. 


On 25 May 2018, GDPR came into force following a two year grandfathering period.

It is designed to deliver a better framework for the rights of individuals as to how their data is handled and processed. What does that mean for financial advisory firms in the UK? It fundamentally changes how UK financial advisers can process and handle client and prospect data, from how the data is stored, what data sets are stored and how communication can be made.

The good news is Intelliflo has put together a series of GDPR related content specifically for the financial services industry, which can help you identify areas within your own knowledge and business processes that could be improved upon in order to comply with the regulation.

If you have any questions relating to your business and GDPR, please do feel free to contact your account manager, or give us a call to find out how Intelligent Office (iO) can help.

Intelliflo’s GDPR Working Group

Intelliflo has established a Working Group, comprised of legal and security experts alongside some of our clients, to establish a clear understanding and path forward for the UK financial advice industry in dealing with the challenges posed by GDPR. Here you can see the output of the Working Group and discover what your industry peers are doing to comply with the regulation.

GDPR readiness toolkit and assessment

Intelliflo has teamed up Brookland Computer Services to compile a GDPR readiness toolkit for financial advice firms.

The toolkit is free and we have devised a comprehensive assessment to accompany it, so that you can focus on the areas that require the most attention in your business for GDPR. The toolkit feeds in recommendations from the Intelliflo GDPR Working Group.


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GDPR readiness toolkit