Data & Privacy Policy
Effective Date: November 2023
At Find a Pension Advisor ("we", "us", "our"), we are committed to protecting your personal information and respecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your data when you visit our website, https://find-a-pension-advisor.co.uk, or use our services.
1. Information We Collect
We may collect and process the following types of data:
a. Information You Provide Directly
- Name, email address, phone number, and other contact details when completing forms.
- Information related to your pension advisory needs.
b. Automatically Collected Information
- IP address, browser type, and version.
- Cookies and tracking technologies for analytics and performance monitoring.
c. Third-Party Data
- Information shared by referral partners or pension advisers you engage with via our platform.
2. How We Use Your Data
We collect and process your data for the following purposes:
- To connect you with pension advisers based on your needs.
- To improve and personalise your experience on our website.
- To communicate updates, respond to enquiries, and provide support.
- To comply with legal obligations or enforce our terms.
- To analyse website performance and user behaviour through tools such as Google Analytics.
3. Legal Basis for Processing Your Data
We process your data based on the following:
- Consent: When you submit your information via forms.
- Contractual Necessity: To provide the services you request.
- Legitimate Interests: To improve our services and ensure website security.
- Legal Compliance: To meet applicable laws and regulations.
4. Data Sharing & Disclosure
We may share your information with the following parties:
- Pension Advisers: To connect you with relevant professionals.
- Service Providers: For hosting, analytics, and communication tools.
- Legal Authorities: Where required by law or for legal defence.
We will never sell your data to third parties.
5. Data Retention
We retain your data only for as long as necessary:
- To fulfil the purposes outlined in this policy.
- To comply with legal obligations.
Once your data is no longer required, we will securely delete or anonymise it.
6. Your Rights
Under applicable data protection laws, you have the following rights:
- Access: Request access to the personal data we hold about you.
- Correction: Correct inaccuracies in your data.
- Erasure: Request the deletion of your data where applicable.
- Restriction: Limit processing under specific circumstances.
- Objection: Opt out of data processing for direct marketing or legitimate interests.
- Data Portability: Request transfer of your data to another service.
To exercise these rights, please contact us at [email protected].
7. Cookies & Tracking Technologies
Our website uses cookies to enhance user experience and analyse site usage.
Types of Cookies:
- Essential Cookies: Necessary for website functionality.
- Analytics Cookies: Help us understand user behaviour (e.g., Google Analytics).
- Advertising Cookies: Customise and target relevant ads (if applicable).
You can manage cookie preferences in your browser settings.
8. Data Security
We take reasonable measures to protect your data:
- Secure servers and encrypted connections (SSL).
- Regular vulnerability assessments and security updates.
However, no online transmission is entirely secure, and we cannot guarantee absolute security.
For any questions or concerns regarding this policy, feel free to contact us at [email protected].