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GLOSSARY

Data cleansing definition

Published by a LexisNexis Pensions expert

What does Data cleansing mean?

The process of trying to ensure that the pension scheme records about members and their rights are in good order.

It is sometimes necessary to complete a data cleansing exercise if the company is in liquidation and records are often incomplete and insurance companies and others are reluctant to price their products in the absence of reliable information.

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How to handle personal data for direct marketing

How to handle personal data for direct marketing This How-to guide provides high-level practical guidance on direct marketing, in particular how to comply with the UK General Data Protection Regulation (UK GDPR) and Privacy and Electronic Communications (EC Directive) Regulations 2003 (PECR 2003). More detailed guidance can be found in Practice Note: Direct marketing compliance. This How-to guide summarises key requirements relating to telephone marketing, postal marketing, email marketing and other electronic mail direct marketing. It also flags the need to screen against the Mailing Preference Service or Telephone Preference Service (TPS). This guide takes account of direct marketing guidance published by the Information Commissioner’s Office (ICO) on service messages, refer-a-friend campaigns, regulatory communications, market research including selling under the guise of research (sugging), tracking pixels, marketing lists, suppression lists and preference centres. It reflects the ICO’s: • Direct marketing guidance, and • Guidance on direct marketing using live calls and Guidance on direct marketing using electronic mail It also reflects the ICO’s draft Direct marketing code of practice, but...

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Marketing and BD budget

Marketing and BD budget 1 Financial spend Item £Q1 £Q2 £Q3 £Q4 Brand/identity• Rebranding • Design work • Brand/positioning campaigns • Signage Systems/infrastructure• Website development and maintenance • SEO /online /pay per click • CRM software • CRM data cleansing Research/information• Client satisfaction research • External research/data/lists Communications• Intranet and internal communications • Social media management • Thought leadership campaigns • External consultancy • Marketing/BD development Department level activities• Memberships of key bodies • Sector conferences and seminars

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