GDPR Commitment
We are committed to handling personal data in line with UK GDPR principles.
Lawful basis
We process data to respond to enquiries, deliver requested services, and meet legal obligations.
Data minimisation
We only request information relevant to retirement planning and service delivery.
Accuracy
We encourage clients to keep information current so advice remains relevant.
Your rights
- Request access to your personal data.
- Ask for corrections or updates.
- Request deletion where appropriate.
- Object to certain processing activities.
Data transfers
We store data in secure systems within the UK or EEA. If a service partner is outside these regions, we ensure appropriate safeguards are in place.
Retention and deletion
Data is retained only for the period needed to deliver services or meet regulatory requirements. We review retention regularly.
Contact for GDPR requests
Email [email protected] to submit a request or to ask questions about our data practices.