Data collected
Data Collection Practices
We collect personal data such as names, contact details, and financial information to provide retirement planning support.
The categories of data collected depend on user interactions with our services.
Privacy Policy Overview
This privacy policy outlines how we collect, use, and protect personal data.
Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel
Data collection overview
How information is collected and how cookies work
This section outlines the categories of personal information we collect, where that information comes from, the cookie types used on the site, and the options available to manage cookie preferences.
Sources of data
Sources of Data Collection
We may also gather data from third-party sources to enhance our services and ensure accuracy.
Data is collected directly from users through forms and interactions on our website.
Cookie types
Types of Cookies Used
Essential cookies are necessary for the website to function, while performance cookies help us understand user behavior.
Cookies may be categorized as essential, performance, or functionality cookies.
Cookie controls
Cookie Management
Cookies help us improve user experience by remembering preferences and analyzing site usage.
Users can manage cookie preferences through their browser settings at any time.
User Rights
User Rights
These rights include access, rectification, and deletion of personal data.
Users have specific rights regarding their personal data, subject to legal limitations.
Requests
Exercising User Rights
Users may submit requests regarding their personal data through the contact information provided.
Requests to exercise rights will be addressed within the timeframe stipulated by law.
Data Retention
Data Retention Policy
Data is securely deleted or anonymized when it is no longer needed for processing.
We retain personal data only for as long as necessary to fulfill the purposes outlined in this policy.
Policy Updates
Policy Updates
Users are encouraged to review this policy periodically for any updates.
We will notify users of significant changes to this policy through appropriate communication channels.
Contact Information
Contact Email
Contact Number
+44 20 3440 6671
Postal Address
35 Gas Street, Birmingham, B1 2JU
General Inquiries
Purposes of Data Processing
We utilize personal data to enhance user experience and improve our services.
Personal data is processed for purposes including service delivery, customer support, and compliance.
Data Sharing with Partners
These partners are required to protect personal data and use it solely for the intended purposes.
We may share data with trusted partners who assist in providing our services.
Legal Disclosures
Such disclosures are made in accordance with applicable laws and regulations.
We may disclose personal data to comply with legal obligations or protect our rights.