United Kingdom: A Separate Regime Since Brexit

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Britain’s competition regulator has done something Brussels has not: forced Google to report search impressions and click-through rates separately, and secured publishers an opt-out from AI Overviews arriving December 2026. For two years the argument about AI Overviews and publisher traffic was stuck — publishers produced data showing steep declines, Google said the data was flawed, and nobody could check because the only party holding auditable numbers had not published them. That stalemate now has an end date, set by a competition regulator rather than a copyright court. It is the clearest illustration of why UK digital marketing needs its own analysis rather than a footnote in a European one.

A country analysis from Digital, Ecommerce & Performance Marketing in Europe. The UK sits outside the DMA, the DSA and the EU AI Act — read this rather than assuming the European pages apply. Not legal advice. Last reviewed August 2026.

~91%Google share of UK search
Dec 2026Publisher opt-out from AI Overviews
0–5%AI assistants as a share of Google query volume
£17.5MOr 4% of turnover, ICO ceiling
1stGoogle, first ever SMS designation
~73%Of UK retail media spend to Amazon

1. Four regimes the UK is outside

The single most common planning error in UK performance marketing is assuming European rules apply because the geography feels adjacent. They do not.

EU instrumentUK positionWhat applies instead
Digital Markets ActDoes not applyDMCCA 2024, enforced by the CMA
Digital Services ActDoes not applyOnline Safety Act and sector rules
EU AI ActDoes not applyNo equivalent statute; Ofcom, ICO and FCA apply existing duties
GDPR and ePrivacyDoes not apply directlyUK GDPR and PECR, enforced by the ICO
EU VAT and customsDoes not applySeparate UK arrangements post-Brexit

Summary of the post-Brexit divergence. Note the important qualification: a UK business serving EU users is still caught by EU rules including the AI Act’s extraterritorial reach, so “outside the regime” describes the domestic position rather than a blanket exemption.

The UK is not a lighter version of Europe. It is a separate jurisdiction that happens to share a continent, and in one respect it has moved further than the EU has.

2. The DMCCA regulates firms, not categories

This structural difference matters more than most comparisons acknowledge. The Digital Markets, Competition and Consumers Act 2024 created a Digital Markets Unit within the CMA with power to designate an undertaking as having Strategic Market Status where it has substantial and entrenched market power and a position of strategic significance in a digital activity.

DimensionEU Digital Markets ActUK DMCCA
Unit of regulationGatekeeper across core platform servicesFirm, for a specified digital activity
ObligationsStanding catalogue applying on designationBespoke conduct requirements, consulted on individually
RegulatorEuropean CommissionCMA, through the Digital Markets Unit
SpeedFaster — duties start immediatelySlower — each requirement is negotiated
PrecisionOne rulebook for all gatekeepersTailored to the specific market failure

Sources: DMCCA 2024 as described in 2026 legal analyses; the regime is reported as taking effect from 1 January 2025 with the Act itself in force from 6 April 2025 — sources differ slightly on which date to cite, so verify if the precise commencement matters to you.

The trade-off is real. Brussels moved faster because its obligations applied automatically. London has moved more slowly but has been able to design remedies aimed at specific, evidenced problems — which is how it arrived at requirements the DMA has not produced.

3. What the CMA actually imposed on Google

DateDevelopment
24 June 2025CMA publishes provisional decision and a roadmap for possible interventions
10 October 2025Final 156-page decision designating Google with SMS for general search and search advertising — the first ever
28 January 2026Consultation launched on four proposed conduct requirements, the first substantive use of DMCCA conduct powers
February 2026Industry roundtables; consultation closes 25 February
3 June 2026Publisher conduct requirement imposed
17 June 2026Fair ranking and data portability conduct requirements imposed
December 2026Publisher opt-out expected

Sources: CMA case page for Google’s general search and search advertising services, and 2026 legal analyses. The designation drew evidence from Google, over 80 market participants and 34 consultation responses. Scope covers Google Search, search advertising including Google Ads and SA360, AI Overviews and AI Mode as part of general search infrastructure, and Google Discover.

Note what falls inside the designation. Google Ads and SA360 are explicitly named, as are AI Overviews and AI Mode, on the basis that they form part of general search infrastructure and appear directly on the results page. Google Discover is covered too. This is not a narrow ruling about organic listings.

4. The AI Overviews finding nobody expected

Buried in the CMA’s 156-page decision is a figure that cuts against the loudest narrative in search marketing. The regulator found that AI assistants constitute only 0 to 5% of the volume of Google Search queries when measured by search-grounded queries.

The regulator’s view of AI search substitution in the UK Google Search queries around 91% of all UK search AI assistants 0–5% of Google query volume A competition regulator with subpoena powers looked at the numbers. That does not mean AI is not changing search behaviour. It means the substitution effect, as at the decision date, was smaller than the discourse suggests. Source: CMA final decision of 10 October 2025, paragraph 5.30, on search-grounded queries. Google UK share per StatCounter.

Source: CMA final decision of 10 October 2025 at paragraph 5.30, finding AI assistants constitute 0 to 5% of Google Search query volume measured by search-grounded queries; Google’s UK search share of roughly 91% across devices per StatCounter. Read the qualifier carefully — this measures search-grounded queries at a point in time and does not measure AI use generally, nor the effect of AI Overviews on click-through from queries that still occur.

The finding is useful precisely because of who produced it. A competition regulator with information-gathering powers, examining the question adversarially, arrived at a number far below what vendor commentary implies. Treat it as a corrective to the discourse rather than as proof that nothing is changing.

5. Separate impressions and click-through reporting

This is the change with the most direct effect on day-to-day UK performance marketing, and it deserves more attention than it has received.

The conduct requirements imposed in June 2026 are reported to include impressions and click-through rates being reported separately, alongside a publisher opt-out arriving in December 2026 and fair ranking and data portability obligations.

ChangePractical effect for marketers
Impressions and CTR reported separatelyVisibility loss can be distinguished from click loss for the first time
Publisher opt-out from December 2026Publishers can refuse participation; SERP composition may shift
Fair ranking requirementConstraints on how results are ordered
Data portability requirementEasier movement of data between services
Publisher conduct requirementTerms on which publisher content is used

Based on CMA case updates of 3 June and 17 June 2026 and reporting on the conduct requirement package. Precise implementation detail should be taken from the CMA’s published decisions rather than from summaries.

Until now a UK publisher watching traffic fall could not tell whether it was appearing less often or being clicked less often. Those are different problems with different responses, and the regulator has just separated them.

For anyone running UK ecommerce marketing on organic search, that split is the difference between a visibility problem you fix with content and coverage, and a click problem you fix with titles, snippets and intent match.

6. Privacy: UK GDPR and PECR

The UK operates UK GDPR alongside the Privacy and Electronic Communications Regulations, enforced by the Information Commissioner’s Office, with penalties reported at up to £17.5 million or 4% of annual turnover.

The practical position for marketers closely resembles the European one: cookies and similar technologies require consent, and the ICO has been active on website compliance. The divergence is more institutional than substantive — a different regulator, a different appeal route, and a UK government that has publicly pressed regulators to support growth, a pressure the Information Commissioner has responded to by stressing the ICO’s independence.

ElementUKEU
Core data lawUK GDPRGDPR
Electronic marketingPECRePrivacy Directive, implemented nationally
RegulatorICONational DPAs, coordinated via the EDPB
B2B emailSoft opt-in or legitimate interest; relatively permissiveVaries by member state; Germany strict
Reform positionDomestic reform agendaDigital Omnibus still under negotiation

Comparative summary. Both regimes are in flux and this table describes the position as at August 2026 — confirm current requirements before relying on any row, particularly the last.

7. Where the UK is more permissive

Three areas where UK practice gives more room than the strictest European markets.

AreaUK positionContrast
B2B cold emailSoft opt-in or legitimate interest basis; among the more permissive environmentsGermany and Austria are effectively opt-in only
AI transparencyNo equivalent statute; sector regulators apply existing dutiesEU AI Act Article 50 in force since August 2026
Platform obligationsFirm-by-firm conduct requirements after consultationDMA obligations apply automatically on designation

Based on 2026 compliance analyses. Permissive is not the same as unregulated. UK B2B email still requires a functional opt-out honoured across systems, and a UK business serving EU users remains subject to EU rules regardless of its domestic position.

8. The UK looks more American than European

On several commercial measures the UK behaves less like the continent than its geography suggests, and planning it as part of a European bloc misreads it.

MeasureUKContinental Europe
Retail media concentrationAround 73% of spend to AmazonSplit across national grocers such as Carrefour and Tesco’s own network
Search concentrationRoughly 91% GoogleSimilarly high, but regulated differently
LanguageSingle market language24 official EU languages
PaymentsCard and wallet dominantCountry-specific rails such as iDEAL, BLIK, Bancontact
B2B outreachRelatively permissiveStrictest markets require prior consent
Currency and VATSingle domestic regimeDestination VAT from 17% to 27%

Comparative assessment drawing on figures used elsewhere in this cluster, including the reported ~73% Amazon share of UK retail media and Google’s ~91% UK search share. The comparison is directional — the UK is not the United States, but a plan built for continental fragmentation will over-engineer for it.

The practical consequence is that much of the operational complexity described in the cross-border EU analysis — multi-language storefronts, country-specific payment rails, destination VAT across 27 states — simply does not arise for a UK-only operation. UK ecommerce marketing is a single-language, single-currency, single-VAT problem, which makes it operationally simpler and commercially more competitive.

9. What this page does not cover

Not coveredWhy
Online Safety Act obligationsSubstantial separate regime
Precise conduct requirement wordingTake it from the CMA’s published decisions
UK data protection reform detailMoving; confirm current position
Advertising Standards Authority codesSeparate self-regulatory system
Northern Ireland trade arrangementsSpecialist area
Whether EU rules reach your businessDepends on whether you serve EU users

Scope statement. The last row is the one that catches UK businesses most often: domestic exemption from the DMA, DSA and AI Act does not help if you are serving EU customers.

10. The 90-day plan

Separate the UK from Europe, then use the new reporting: 90 days Day 0 Day 30 Day 60 Day 90 Split UK reporting out of EMEA rollups Check whether you also serve EU users Baseline impressions and CTR separately Review PECR consent implementation Diagnose visibility loss versus click loss Prepare for the December publisher opt-out Red = separation and scope, amber = baselines and compliance, green = diagnosis, grey = what is coming. Indicative.

Indicative sequencing. Splitting UK reporting comes first because the UK is on a different regulatory clock from the EU, and a combined EMEA number will average two markets whose search environments are now being changed by different regulators at different speeds.

11. Mistakes to avoid

MistakeWhy it happensWhat it costs
Applying DMA analysis to the UKGeographic proximityWrong regime, wrong regulator, wrong remedies
Assuming the AI Act does not reach youThe UK has no equivalent statuteServing EU users brings you into scope
Reporting UK inside EMEAStandard regional rollupTwo different regulatory clocks averaged together
Ignoring the separate CTR reportingIt arrived quietlyMisses the first real visibility-versus-click diagnosis
Repeating the AI-killed-search narrativeIt is everywhereThe regulator measured 0–5% of query volume
Building continental payment complexityEuropean playbookOver-engineering for a single-currency market
Assuming permissive means unregulatedRelative comparisonICO ceiling is £17.5m or 4% of turnover

Recurring errors in UK digital marketing planning; illustrative.

12. What changes next

The publisher opt-out lands in December 2026. When publishers can refuse participation, the composition of UK results pages may change in ways that affect both organic visibility and the context around paid placements.

The conduct requirement programme continues. The January 2026 consultation was described as the first substantive deployment of DMCCA conduct powers, and the CMA has published a roadmap for further interventions. Google’s designation is a template for how subsequent SMS cases will be handled.

Further designations are possible. The SMS mechanism applies firm by firm and activity by activity, so the regime expands through new investigations rather than by adding names to a list.

Key Takeaways

  • The UK sits outside the DMA, DSA and EU AI Act — but EU rules still reach you if you serve EU users.
  • The DMCCA regulates firms for specific activities, not categories, producing bespoke conduct requirements rather than a standing catalogue.
  • Google received the first ever SMS designation in October 2025, covering Search, Google Ads, SA360, AI Overviews, AI Mode and Discover.
  • The CMA measured AI assistants at 0–5% of Google query volume — a regulator’s corrective to the prevailing narrative.
  • Impressions and click-through rates are now reported separately, letting you distinguish a visibility problem from a click problem for the first time.
  • A publisher opt-out from AI Overviews arrives December 2026.
  • The UK is commercially closer to the US than the continent — single language, single currency, concentrated retail media.

Frequently Asked Questions

Does the Digital Markets Act apply in the UK?

No. The UK operates the Digital Markets, Competition and Consumers Act 2024, enforced by the CMA through its Digital Markets Unit, which designates firms with Strategic Market Status for specific digital activities rather than applying a standing catalogue of obligations to gatekeepers.

What did the CMA actually require of Google?

Following the October 2025 SMS designation, the CMA imposed a publisher conduct requirement on 3 June 2026 and fair ranking and data portability requirements on 17 June 2026, with a publisher opt-out expected in December 2026 and impressions and click-through rates reported separately.

Why does separate impressions and CTR reporting matter?

Because until now a site watching traffic decline could not tell whether it was appearing less often or being clicked less often. Those require different responses — coverage and content for the first, titles and intent match for the second.

Is AI really taking over search in the UK?

The CMA found AI assistants constitute only 0 to 5% of Google Search query volume measured by search-grounded queries. That is a regulator with information-gathering powers arriving at a far smaller figure than vendor commentary suggests, though it measures a point in time and not the effect on click-through.

Does the EU AI Act apply to UK businesses?

The UK has no equivalent statute, but the EU AI Act reaches businesses wherever established when they serve EU users. A UK provider or deployer with EU customers is in scope, while Ofcom, the ICO and the FCA apply existing sector duties domestically.

How does UK privacy law differ?

The UK operates UK GDPR alongside PECR, enforced by the ICO with penalties reported at up to £17.5 million or 4% of annual turnover. The substance closely resembles the European position; the differences are largely institutional.

Is UK B2B outreach easier than in Europe?

Generally yes. The UK is described as among the more permissive environments for B2B email under a soft opt-in or legitimate interest basis, whereas Germany and Austria are effectively opt-in only. Opt-out must still be honoured across every system.

Should we plan the UK with the rest of Europe?

No. Beyond the separate legal regimes, the UK is a single-language, single-currency, single-VAT market with retail media concentrated around 73% on Amazon — commercially closer to the United States than to a continent requiring country-specific payment rails and destination VAT.

Will more firms be designated?

Probably, though through individual investigations rather than a list. The SMS mechanism applies firm by firm and activity by activity, and the CMA has published a roadmap for further interventions with Google’s case treated as the template.

Conclusion

Britain took the slower route to platform regulation and, in one respect, has arrived somewhere the EU has not. The DMCCA required the CMA to investigate, designate, consult and then negotiate each remedy individually — which took eighteen months longer than Brussels needed, and produced requirements aimed precisely at evidenced problems rather than at a category of firm.

The result is a set of changes that matter more to a working marketer than most of what the DMA achieved: search reporting that finally separates being seen from being clicked, a publisher opt-out from AI Overviews with a date attached, and a regulator’s finding that the AI substitution everyone is planning around currently sits between zero and five per cent of query volume. Treat the UK as its own market, split it out of your regional reporting, and check whether you are also serving EU users — because that is the one question where the UK’s separateness stops helping.

UK brands expanding into the Gulf face a different set of constraints again — see ecommerce marketing in the UAE and GCC.

Work With Me

If your UK numbers live inside an EMEA rollup, you are averaging two markets now being reshaped by different regulators on different timetables. Separating them usually takes an afternoon.

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