Financial plan redaction is the removal of personal data from a planning document in line with FCA SYSC and UK GDPR. The systems-and-controls rules ask a firm to guard confidential records. anonym.plus marks each identifier on your device, so the strategy reads the same while the data goes.
When this applies
A planning document ties goals, net worth, and the household's identity together. You trim that identity under SYSC before a peer review.
How anonym.plus handles it
- Open the plan in anonym.plus on your device.
- Local OCR reads scanned appendix pages.
- The tool flags names, balances, and contacts.
- Keep the goal headings and assumptions intact.
- Swap or black out the marked items.
- Save the clean copy locally.
What you need to provide
- The planning file (PDF, DOCX, or scan).
- An operator (Replace keeps the prose readable).
- Optional allow-list for goal headings.
PII & financial identifiers detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | the Reynolds household → [HOUSEHOLD] |
| Money | MONEY | net worth £3.2M → [VALUE] |
| Financial | UK_BANK_NUMBER | acct 7782 → [ACCOUNT] |
| Identifiers | UK_NINO | QQ 60 22 44 A → [NINO] |
| Dates | DATE_TIME | retire 2041 → [DATE] |
| Contact | EMAIL_ADDRESS | reynolds@example.co.uk → [EMAIL] |
Compliance achieved
- Supports the record-keeping duty under FCA SYSC.
- Aligns with data-minimisation under UK GDPR.
- Keeps goal headings and assumptions whole for review.
Anonymise financial plans offline — see plans & start free →
Limitations & cautions
A net-worth figure with a town and an age can identify a household even with no name. The tool flags named items. Read narrative sections for indirect clues before you share it.
Frequently asked questions
Does FCA SYSC cover a financial plan?
Yes, where it holds confidential client data. The tool flags the identity data so you can meet your systems-and-controls duty before a peer review.
Will the strategy survive the pass?
Yes. Allow-list goal headings and assumptions. Only personal identifiers are marked, so the plan still reads.
Is the plan sent anywhere?
No. Work runs locally with no cloud step, so the document stays on your device.