Privacy Policy

Cookie Policy

Privacy Notice

Introduction

This privacy policy sets out how www.pensionplanadvice.co.uk collects, uses, and protects any information that you disclose as a user of this website.

About Us

Pension Plan Advice (‘we’, ‘our’, ‘us’, ‘the Company’) is a division of My Future Planning Limited, (Company Number 11347980) and is registered with the Information Commissioner's Office (Registration Number ZA452006).

Our registered offices are 123 Wellington Road South, Stockport, England, SK13TH.

We act as the ‘Data Controller’ for the purposes of the Data Protection Act 2018 and UK GDPR.

Our Privacy Policy applies to all services, products, and websites marketed and provided by the Company and affiliated companies.

Data Protection Officer

We are not obligated under data protection law to appoint a Data Protection Officer.

However, if you have any questions about how we handle your data, please use the contact details below.

Our Commitment to Your Privacy

We are committed to ensuring that your privacy is protected whilst using this website.

Our Privacy Policy explains how the personal information we collect from you will be processed, shared, and protected. All personal or identifying data collected from this website will only be used in accordance with this Privacy Policy.

We may make amendments to this policy periodically, and at such a time this page will be updated accordingly. The current version of this policy is effective as of January 2023.

We align our processes with data protection laws and principles, ensuring that all information we collect from you will be:

Used lawfully and transparently
Collected only for valid, clearly defined purposes
Processed only for valid, clearly defined purposes
Accurate and updated
Kept only for the time it is required
Secured with appropriate measures

Contact Information

If you have any questions or concerns about this privacy policy or the way we handle your personal data, please contact us at the following address:

Pension Plan Advice

123 Wellington Road South

Stockport, England, SK13TH

Email: hello@pensionplanadvice.co.uk

Children

Our website and services are not intended for children under the age of 18. We do not knowingly collect personal data from children under the age of 18. If we become aware that we have collected personal data from a child under the age of 18, we will take steps to delete that data as soon as possible.

Information We Collect

We may collect the following types of information:

Personal details such as name, telephone number, and email address
Your service requirements for FCA Approved Financial Advisers
Records of your online service requests, interaction with a service, Internet Protocol (IP) address, browser type, browser language, and the date and time of your request

How Information is collected

We collect your personal information through the following methods:

Online data entry forms

Collection of website cookies

Follow-up contact made by phone or email

How Information is Used

We use your personal data mainly in the following circumstances:

To register you as a client or prospective client
To process enquiries and respond to requests
To introduce you to our panel of advisors
To contact you regarding our services and your service requirements
To manage our relationship with you as a client
To request feedback on our services
To request feedback on the services provided by our affiliates
To administer and protect the business and this website

Our Lawful Basis for processing

We rely mostly on your consent as a lawful basis for processing personal data. We also rely on our legitimate interest to use your data for running, growing and protecting our business and when we manage any complaints and feedback. In rare cases, we may need to rely on the legal obligation as a lawful basis.

Sharing Personal Data

We share personal information with other companies or individuals in the following circumstances:

Where we have your consent and you have opted-in for the sharing of personal information

To introduce you to a trusted FCA Approved Financial Adviser, who will contact you as a third party regarding your requirements and their services.

With our suppliers, vendors, and professional advisors to our business.

Where we are being acquired by or merging with another organisation.

We ensure all sharing is done lawfully and securely.

Marketing

We may send you occasional promotional communications where we have your consent.

You can unsubscribe at any time using the link at the bottom of the marketing message. Alternatively, you can withdraw your marketing consent by contacting us using the details at the beginning of this notice.

Not Providing Information and Withdrawing Your Consent

If you have provided your consent to the collection, processing, and transfer of your personal data, you have the right to withdraw it at any time.

You can do this by contacting us using the details provided at the beginning of this notice.

If you withdraw your consent, it will not affect the lawfulness of any processing we have carried out before you withdrew your consent.

Refusal to provide consent or withdrawing consent may also mean that we cannot provide certain services to you.

Data Retention

We will retain your personal data only for as long as necessary to fulfill the purposes for which it was collected and processed or as required by the relevant laws. This may include retaining your data for a period of time after you have unsubscribed from our services or withdrawn your consent for the processing of your data, in order to comply with legal or regulatory obligations.

Data Security

We have implemented appropriate technical and organizational measures to protect your personal data from unauthorised access, alteration, disclosure, or destruction.

We regularly review and update our security measures to ensure the ongoing protection of your personal data.

Your Data Protection Rights

Under the data protection laws, you have certain rights with respect to your personal data, including the right to:

Access your personal data
Rectify any inaccuracies in your personal data
Erase your personal data in certain circumstances
Restrict the processing of your personal data
Object to the processing of your personal data
Receive your personal data in a structured, commonly used, and machine-readable format
Lodge a complaint with the Information Commissioner's Office (ICO)

If you wish to exercise any of these rights, please contact us using the details provided at the beginning of this notice.

Links to Other Websites

Our website may contain links to other websites. This privacy policy applies only to our website, so please be aware that if you click on a link to another website, you should read their privacy policy.

We are not responsible for the privacy practices or content of other websites.

Right to Withdraw Consent

In reasonable circumstances you have the right to withdraw your consent for us to process your personal data. In such an event, please contact us: The Data Controller, My Future Planning Limited, 123 Wellington Road South, Stockport, England, SK13TH.

If You Have a Complaint

We take all complaints received about the collection and processing of personal information seriously and would encourage you to bring to our attention any instance where you feel our conduct has been unfair, misleading or inappropriate.

Alternatively, you can make a formal complaint to the Information Commissioner’s Office at the following address: Information

Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.