Data Protection Handbook for Therapy Practices | Pocket Site

Data Protection Handbook for Therapy Practices

Pocket Site Data Protection Handbook for UK therapists and counsellors, with a Start Here checklist, guides, policy and records, and seven Word templates

Data protection, sorted, without wading through the law.
Everything your therapy practice needs for UK GDPR, in one pack. Updated for the Data (Use and Access) Act 2025.

As a therapist, you hold some of the most sensitive information there is. UK data protection law expects you to have the right policies, records and paperwork in place, and the rules changed again in 2026. The Pocket Site Data Protection Handbook gives you all of it, written specifically for therapy practices and ready to fill in.

What's included

  • Start Here checklist: seven steps, in order, so you always know what to do next.
  • Data Protection Handbook Guide: each part of the law explained in plain English, with why it matters and how to do it.
  • Data Protection Policy & Records (Word): your own policy, already filled in with the usual entries for a therapy practice. It covers:
    • your record of processing
    • retention periods
    • a security checklist
    • supplier checks
    • complaints, breaches and rights request procedures
    • logs and an annual review.
  • Seven editable Word templates:
    • Therapy Agreement, with client privacy information built in
    • Third Party Consent Form
    • Testimonial Consent Form
    • Client Privacy Notice
    • Website Privacy and Cookie Policy
    • Data Processing Agreement, for virtual assistants, bookkeepers and other small suppliers
    • Supervision Agreement
  • Guidance & Notes for the Therapy, Supervision and Data Processing Agreements.

Up to date for 2026
The pack covers the changes brought in by the Data (Use and Access) Act 2025:

  • the new duty to handle data protection complaints, in force since June 2026
  • updated rules for copy-of-notes requests
  • the new cookie rules
  • transfers of data outside the UK
  • the regulator's new name, the Information Commission.

Simple to use
Anything in blue square brackets needs your details. Type over it and you're done. There's no legal jargon to decode, and nothing to build from scratch.

Who it's for
Counsellors, psychotherapists and wellbeing practitioners in private practice in the UK, whether you're just starting out or want to bring your paperwork up to date.

Instant download. You'll get a zip file with four numbered folders, which opens in Microsoft Word, Apple Pages or Google Docs.

This pack is general guidance and templates, not legal advice. Always check your professional body's and insurer's requirements.

[The handbook is a digital download only that can be printed out as required]

Sophie-Wood-Pocket-Site

Sophie Wood

Pocket Site has been created jointly by Sophie Wood, a website consultant with Sarah D Rees, a CBT therapist.

Pocket Site Creators

Sophie has been working with IT and websites for 20 years and enjoys nothing more than simplifying the internet and helping therapists use it as a business tool like any other.

 

Sarah has been in private practice for over 5 years and wanted to help other therapists build their own sustainable business.

 

We've brought our experience and skills together, with combined feedback from other therapists in Pocket Site.


 

Sarah-D-Rees-CBT-Therapist

Sarah Rees

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