PCI DSS Compliance Made Simple

Understanding Payment Card Industry Security Standards

Avoid fees, stay secure, and maintain compliance without stress

What is PCI DSS?

PCI DSS (Payment Card Industry Data Security Standard) is a set of security requirements for any business that accepts, processes, or stores card payments.

Created by: Visa, Mastercard, American Express, Discover, and JCB

Applies to: Every business that takes card payments - no exceptions

Purpose: Protect customer card data from theft and fraud

⚠️ Non-compliance can result in:

PCI Compliance Levels

Level Transaction Volume Requirements
Level 1 6M+ transactions/year Annual onsite audit by QSA (Qualified Security Assessor)
Level 2 1M-6M transactions/year Annual SAQ + quarterly network scans
Level 3 20K-1M e-commerce transactions/year Annual SAQ + quarterly network scans
Level 4 Under 20K e-commerce OR under 1M total Annual SAQ (most UK small businesses are here)
💡 Good News: 95%+ of UK small businesses are Level 4, which has the simplest compliance requirements - usually just an annual questionnaire.

Self-Assessment Questionnaire (SAQ)

Most small businesses complete SAQ-A or SAQ-A-EP:

SAQ-A (Simplest - 22 questions)

For businesses that:

SAQ-A-EP (117 questions)

For businesses with:

How to Complete Your SAQ

  1. Your payment provider will send annual reminder (usually email)
  2. Log into their compliance portal
  3. Answer questions honestly (typically Yes/No/N/A)
  4. Submit attestation of compliance
  5. Keep copy for your records

Time required: 15-30 minutes for SAQ-A

💡 Pro Tip: Set a calendar reminder for 11 months from now. Complete it early to avoid last-minute fees.

The 12 PCI DSS Requirements (Simplified)

1. Install and Maintain Firewalls

What it means: Use a router/firewall to protect your business network

Action: Most modern routers include firewalls - ensure it's turned on. Change default password.

2. Don't Use Default Passwords

What it means: Change default passwords on all equipment

Action: Change passwords on: WiFi router, card terminal, EPOS system, computers

3. Protect Stored Cardholder Data

What it means: Don't store full card numbers

Action: NEVER write down card numbers. NEVER store CVVs. Use tokenization if needed.

4. Encrypt Transmission of Card Data

What it means: Card data must be encrypted when sent over networks

Action: Use modern terminals (they encrypt automatically). Use HTTPS for website (SSL certificate).

5. Use and Regularly Update Anti-Virus

What it means: Protect computers from malware

Action: Install antivirus on all computers. Enable automatic updates. Windows Defender is acceptable.

6. Develop and Maintain Secure Systems

What it means: Keep software updated

Action: Enable automatic updates for Windows, Mac, terminals, EPOS. Don't ignore update prompts.

7. Restrict Access to Card Data

What it means: Only authorized people handle card data

Action: Train staff. Don't share terminal PINs. Deactivate accounts when staff leave.

8. Assign Unique IDs to Users

What it means: Each staff member has own login

Action: No shared passwords. Each person has unique EPOS/system login.

9. Restrict Physical Access

What it means: Secure equipment from unauthorized access

Action: Lock terminals when closed. Don't leave terminals unattended. Secure back office.

10. Track and Monitor Access

What it means: Keep logs of who accessed what

Action: Most terminals log automatically. Review transaction reports monthly for anomalies.

11. Test Security Systems

What it means: Regularly check security is working

Action: Level 4: No action needed (provider handles). Higher levels: Quarterly scans required.

12. Maintain Security Policy

What it means: Document your security procedures

Action: Write simple policy: "We don't write down card numbers. We keep systems updated. We change passwords quarterly."

Simple Compliance Checklist for Small Businesses

Use certified payment terminals - Buy/rent from reputable providers
Never store full card numbers - Anywhere, ever
Never write down CVV codes - It's illegal
Use strong passwords - Min 12 characters, change every 90 days
Keep WiFi secure - WPA3, strong password, separate guest network
Update software regularly - Enable auto-updates
Train staff - 15-minute security briefing annually
Complete annual SAQ - Takes 20 minutes
Secure physical equipment - Lock up terminals when closed
Use HTTPS for website - SSL certificate (often free)

Common Compliance Mistakes

Mistake How to Fix
Writing card numbers on order forms Use "Last 4 digits" only (e.g., **** **** **** 1234)
Emailing card details NEVER email full card numbers or CVV. Use secure payment links instead
Using same WiFi for customers and payments Create separate network for business systems
Ignoring software updates Enable automatic updates, or update monthly
Not completing SAQ Set annual reminder, complete within 1 week of reminder
Sharing terminal PINs Each staff member gets unique login credentials

PCI Compliance Fees

Many providers charge PCI compliance fees:

Fee Type Typical Cost Can You Avoid It?
Annual compliance fee £100-200/year Sometimes included in package
Monthly compliance fee £10-30/month Waived if you complete SAQ on time
Non-compliance fee £50-200/month YES - complete your SAQ!
💡 Save Money: Completing your SAQ on time typically waives monthly compliance fees - saving £120-360/year!

What to Do If There's a Data Breach

⚠️ Immediate Actions:
  1. Contain the breach - Disconnect affected systems
  2. Call your payment provider - Immediately (24/7 breach hotline)
  3. Preserve evidence - Don't delete logs or wipe systems
  4. Report to ICO (Information Commissioner's Office) - Within 72 hours if personal data exposed
  5. Notify affected customers - If card data was compromised
  6. Engage forensics - PCI Forensic Investigator (PFI) required for Level 1-2
  7. Implement fixes - Close security gaps
  8. Submit compliance report - Prove you've fixed issues

Potential costs of a breach:

💡 Prevention is Cheaper: Investing £500/year in proper security is far cheaper than a £50,000 breach.

Quick Reference: Am I Compliant?

You're likely compliant if you can answer YES to all:

If you answered NO to any: Fix it immediately to avoid fees and security risks.

Helpful Resources

💡 Bottom Line: PCI compliance sounds complicated, but for most small UK businesses, it's actually simple: Use proper equipment, don't store card data, keep systems updated, and complete your annual questionnaire. That's 90% of it.