CII publishes vulnerability data guidance for firms

Consumer Duty and GDPR

Cameron Roberts
clock • 2 min read

The Chartered Insurance Institute has published guidance for insurance and personal finance firms on managing customer vulnerability data.

The guidance, dubbed The Data Privacy for Customers in Vulnerable Circumstances guide, seeks to clarify how to manage customer vulnerability data and remain compliant with Consumer Duty and GDPR. Firms may use the guidance for knowledge on how to collect, store and use vulnerability-related information responsibly, according to the institute. According to the CII, there are three purposes for processing vulnerability data: Providing appropriate support and preventing harm Meet reporting requirements Drive product and service improvements In its statement the CII said that...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Sponsors Lara Brown

Professional Adviser
clock 17 July 2026 • 1 min read
Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Aimed at women at different stages of life and careers

Professional Adviser
clock 16 July 2026 • 3 min read
Women in Financial Advice Awards 2026: Shortlists revealed!

Women in Financial Advice Awards 2026: Shortlists revealed!

All the winners will be announced at a celebratory gala dinner on 4 November

Professional Adviser
clock 15 July 2026 • 10 min read