How do I handle protected characteristics in financial marketing targeting?

Quick answer

How do I handle protected characteristics in financial marketing targeting?

Do not target or exclude on protected characteristics (age is protected only in limited contexts). Use proxies carefully and document rationale.

Protected characteristics (Equality Act 2010)

Age, disability, gender reassignment, marriage/civil partnership, pregnancy, race, religion, sex, sexual orientation.

Financial marketing nuance

- Age: can be used where legally justified (equity release 55+) - Avoid proxies that discriminate (postcodes correlating with ethnicity / religion) - Document the rationale for any demographic restriction

Platform rules

Meta Special Ad Categories remove some targeting for housing/credit - apply where relevant.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.