Welcome to Company Policy

A New Era In Compliance




With the current economic uncertainly it is more important than ever for small and medium companies to make sure that the fundamentals of their business are strong. These executive business packs are designed to help you put some of the core fundamentals in place to allow you to create the right environment for your business to succeed and move forward.


The main benefits of these packs are:

  • All our packs now include a Data Protection Audit and Guidance Notes - as well as a living document on GDPR Policy
  • Financial Accounts – one of the main reasons many businesses fail is poor cashflow management. Our accounts package will allow you to analysis your data month on month as well as with year end calculations.
  • Services Agreements – a good service agreement can set the stage for good customer relationships. They are important for both the person providing a service and the one receiving it. Our packs all include these, offering safety for both sides.
  • Terms & Conditions – Having the right terms and conditions in place is one of the most vital safeguards you should have in place for your business. These are in all our packs, with the specific industry packs having them relevant to the industry. They provide trading certainty, manage customer expectations, comply with the law and therefore, most importantly for any business, save you money.

These are just a few of the main areas that these packs cover. Don’t be caught out thinking that you won’t need these. No matter what type of business you have you must make sure your business is covered for any eventuality. The well-used warning applies well – ‘devils lurk in the detail’. Make sure that you have all the fundamentals in place to maximise the opportunity for your business to be a success! Don’t delay, get compliant today!!




What We Offer

Why Company Policy?

  • Pre-made packs of documents and templates for all of your business needs.
  • All sizes of business covered from Sole Traders to Limited Companies.
  • Packs include guidance to help you get on your feet quickly.
  • Up to date content based on current and upcoming legislation and governance.

We are a new company - set up in February 2017 - with a clear mission to offer online business packs that will help new and established companies operate efficiently thus avoiding potentially, crippling financial penalties that accompany legal breaches.

Featured products

Company Secretary Executive Pack

This executive Company Secretary pack includes all the guidance and forms that Limited Companies and existing businesses need to be compliant with Companies House. As there are now many Companies that no longer have a company secretary, this pack will provide comprehensive and invaluable guidance to directors and administrative staff that are carrying out the 'Company Secretary' role. Also included is a finance section that will enable you to start to complete your accounts from day one. This will help reduce your year end accountancy fees. As regulations are constantly changing we offer an annual update service that will ensure that you stay compliant.

SME Executive Compliance Business Pack

This executive SME business pack includes all the guidance and forms for all new start up and existing businesses. Also included is a finance section that will enable you to start to complete your accounts from day one. This will help reduce your year end accountancy fees. As regulations are constantly changing we offer an annual subscription update. We will always keep you updated with any recent business updates/regulations. See below related product.

Abridged Accounts Business Compliance Pack

It is no longer possible for a Small Company (or a Medium Sized Company as defined by Companies Act 2006) to produce abbreviated accounts. This means that these companies must prepare and file the same set of accounts for its members as for the public record. This pack provides guidance on how embark on getting the required shareholder consent on order for these accounts to be filed with Companies House. As regulations are constantly changing we offer an annual update service that will ensure that you stay compliant.

Company Policy Business Compliance Pack

This compliant policy pack will allow you to start your business the right way. Included are a selection of essential document templates needed to make sure your business is running compliantly. This includes a living GDPR policy that will be updated through out until the implementation on the 25th May 2018.

General Data Protection Regulation Compliance Business Pack

This pack contains a range of basic documents that will allow you to begin the process of working towards GDPR compliance. GDPR regulation will be implemented on the 25th May 2018. We have also included the Business Continuity documents to allow you to put your plan in to action.
If you have "purpose" as a drop down list in your ROPA or Data Mapping, you may well be heading in the wrong direction of compliance. It's always good to try to control and uniform information within our systems; from a GDPR & software development perspective it’s how we can predict what information will be entered and how we can risk assess and classify fields. Nothing grates more than looking down the columns of a spreadsheet (or system) and seeing variations of the same data. However there is one area that has little or no place for a drop down list… And that is the section that holds "Purpose" for collecting, transmitting and processing data. I am not a Solicitor. I am a Solutions Analyst who has lived and breathed data protection for decades - working primarily on the operational side of Data Protection. I work with various organisations focusing on the implementation of software, data mapping and helping businesses align GDPR with their existing processes. I have seen numerous spreadsheets and systems that capture information around processing activities and they all seem to make the same assumption around "purpose" that is generalised and often in the form of a drop down list. Deciding the purpose of data within an existing process that's been in place for some time can be one of the most difficult to articulate as it's not always obvious. However, if you can't document it properly how will you let people know the purpose data is being used for? Entering "business purposes" or "HR purposes" may fit nicely into your spreadsheet or GDPR compliance system, however this is far too general to let you or the individual know the actual purpose their data is being processed. The less information you have in there, the higher the risk of non- compliance. Here is a good example of a purpose that will be relevant to some businesses: Business Function Sales Enquiry & Customer Service handling via written, telephone, email and/or live chat. Purpose To respond, provide support, make assessments and recommendations around products and services we provide. Provide reporting statistical analysis for staffing levels, identify customer trends and measuring effectiveness of marketing campaigns. Service quality, improvements & identify training requirements. It may not look so pretty in your excel spreadsheet, but is much more effective in terms of compliance. If you find this tip useful please like and let me know. you can also find further tips on my website
Open-Banking - too exposed -Tuesday, April 16, 2019
As a human race, we are constantly striving for easier ways of doing things: simpler, faster and more practical. Thanks to better tech, you can now interact with people globally and instantly with the click of a few buttons. Likewise, you can also physically move quickly due to advances in transportation technology. When it comes to the age-old practice banking – the same is now happening. Provided you have the necessities, a passport, residential address and a mobile phone, you can now open a bank account within minutes. This is brought about by a Fintech offering better known as Open Banking.
No one disputes the importance of guarding the privacy of consumer information. But the recently enacted California Consumer Privacy Act (CCPA) threatens businesses with potentially crippling liabilities, while also harming consumers who benefit from innovation (including new ways to use data to offer personalized services and product recommendations) and enjoy free services made possible by data collection, processing and usage.