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One month to go, are you compliant?

Seems appropriate to post a reminder to my lists today. For those practitioners who have not yet bitten the bullet, and frankly are not sure what they need to do, take a look at the GDPR Workbook and online guides that I have created with GDPR Auditing Ltd.

I have prepopulated much of the detail required as a good deal of the data we collect is common to most practices.

Isn’t this more red-tape?

Perhaps, but it is a legal obligation. And fairly soon, we will all be receiving emails from clients that are GDPR savvy asking us to confirm that we are compliant – if you cannot confirm, clients may well be obliged to find an adviser who is…

 

Bob Edwards

Bob has been working with practices across the UK offering novel ways to improve cross-sales and increase new client acquisitions. He is also interested in "step changes" in legislation that offer challenges, and therefore opportunities, for practitioners to provide new recurring and one-off support services to clients.

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