Marketing Consent and PECR Compliance Checklist

Check your email, text, phone, post and cookie practices against PECR as amended by the Data (Use and Access) Act 2025.

Editable Word document
11
10pages
Guidance notes included
aml consultancy solutions

Data protection & GDPR

Marketing Consent and PECR Compliance Checklist

About this document

What it’s for

A working checklist for direct marketing and cookies under the Privacy and Electronic Communications Regulations (PECR) and the UK GDPR, updated for the 2026 changes: the charitable purpose soft opt-in, the new cookie exceptions and PECR fines at UK GDPR levels. It includes a channel-by-channel rules table, 70+ checklist items, consent wording you can adapt, a marketing consent record and an action plan.

When to use it

  • Before launching a campaign, newsletter, text promotion or calling programme
  • When redesigning your website forms or cookie banner
  • As an annual marketing compliance review

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part A – The rules at a glance
  • The two soft opt-ins
  • 1. Governance and accountability
  • 2. Consent for electronic marketing
  • 3. Commercial soft opt-in
  • 4. Charitable purpose soft opt-in (charities only)
  • 5. Content of electronic marketing messages
  • 6. Telephone marketing
  • 7. Bought-in or shared lists and data sources
  • 8. Cookies and similar technologies (PECR regulation 6)
  • 9. Opt-outs, objections and suppression
  • 10. Transparency and records
  • Website or paper form – consent (no existing relationship)
  • Checkout – commercial soft opt-in
  • Donation or volunteer sign-up – charitable purpose soft opt-in
  • Footer for marketing emails
  • Text message opt-out
  • Cookie banner (first layer)
  • Part E – Action plan and sign-off
  • Related documents

How to complete it

  • Read Part A, then work through Part B, ticking each item you meet
  • Put every gap into the action plan in Part E with an owner and date
  • Adapt the wording in Part C for your forms
  • Keep the completed checklist as evidence of your review

Key points to check

  • Cookie guidance from the regulator was being updated during 2026 – check the latest version

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

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Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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