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You should have heard of the upcoming GDPR regulations that are replacing the Data Protection Act from May 2018. We’re here to help you understand the steps you need to take to comply with the new rules and demonstrate how technology can help you meet those requirements.

The moneyinfo team are hitting the road in 2018 with a series of workshops to show how you can best address the opportunities and challenges that GDPR presents. We are joined by guest speaker, Chris Davies, the CEO and founder of Engage Insight and RegTech platform Model Office, a financial regulation technology consultancy focused on compliance and strategic change management solutions. Chris is an expert in all things to do with FCA regulation, and GDPR & MIFID II are his hot topics of conversation at present.

Starting in the New Year there are only a few months left to make sure your firm is compliant and the fines are eye watering if you choose to nothing. Given the ISA season will be quickly on us, we’ve chosen to run the workshops early in the New Year so you can get started on your GDPR project before you get distracted with the financial year end.

The GDPR workshop will cover the following key topics:

  • The 12 key steps to GDPR compliance
  • What to do, how to do it and in what order
  • Why email is your worst nightmare
  • The dos and don’ts for keeping data safe
  • Managing client privacy and addressing data quality issues
  • Data Portability and subject access controls

Following the session, you’ll be much better placed to tackle GDPR and we’ll leave you with an action plan of what needs doing and the best order to do it in. We’ll show you how technology can help and the main issues that will lead you into trouble. There’s no cost and you get CPD points as an added incentive. 

Book your place today and get your business up to speed.

Visit our Eventbrite pages for more information on upcoming events around the UK:  




To cement ourselves as the industry leaders in account aggregation portals for financial advisers, wealth managers, and employee benefits consultant, we've been entering (and winning) quite a few awards recently!

We also like to send our Business Development Team to speak, and generally get involved at a range of industry events where we feel there's a good fit for our products and services. Find out more about our recent activity below:

FS Tech Awards - Winner 2016

In March 2016 we were very happy to receive notification that we had won the FS Tech Award for ' Most Disruptive Financial Sector Technology of the Year '. Business Development Director, Sim Sangha headed down to the London Marriott Hotel to receive the award on our behalf.

You can view the Winners Brochure including a two page spread on moneyinfo  here  (see pages 20 & 21) - (award won as Sammedia Ltd).

Technology Innovator Awards - Winner 2016

In July 2016 we were ecstatic to be awarded not one, but two separate awards from the prestigious CV Magazine, Technology Innovator Awards 2016. moneyinfo won ' Most Innovative Fintech Firm - UK ' and our moneyinfo client portal won ' Best Money Management Platform - moneyinfo '.

Our winners article has been published via both the CV Magazine and Wealth & Finance International  publications (award won as Sammedia Ltd).

EmTech Awards - Winner 2016

Early September 2016 saw the 4th award of the year bestowed upon us, the Corporate LiveWire - EmTech Excellence Awards 2016 award for ' Best Fintech Firm on the Year - UK '.

"The Corporate LiveWire Award programs represent the pinnacle of achievement, championing the best businesses in their respective fields, to come out as a clear winner is an achievement to be proud of" (award won as Sammedia Ltd).

Meeting of Minds 2016

moneyinfo were an official sponsor of 'A Meeting of Minds, Wealth Management & Private Banking' in June 2016 at The Berkeley Hotel in Knightsbridge. Business Development Director Sim Sangha & Operations Director Tessa Lee, chaired a session about ' Do you need to be a Robo to be Digital '.

ACQ5 Global Awards

In October 2016 we were informed by the team at ACQ5 Magazine, that we'd won not only one award, but three! After clearing out some space in the tropy cabinet we set about writing the content for our two page article in their next publication. Our CEO Mik Cons was very pleased to have been independently nomiated for, and subsequently winnning the prestigius 'Gamechanger of the Year' award 2016.

A link to view the content will be available here to view once the publication is in the public domain.


(Awards won as Sammedia Ltd).