Legal
Privacy policy
How we collect, use and protect your personal information, and the rights you have over it.
This policy explains how Pension Clarity ("we", "us") uses your personal information when you visit our website, answer our questions or speak to our team. We are the data controller for this information. If anything here is unclear, email info@gopensionclarity.co.uk and we'll answer directly.
What we collect
- Your answers to our short questions, such as the rough value of your pensions and investments, your age range and what you'd like help with.
- Contact details: your name, phone number, email address and postcode.
- Call notes: what you tell our team when we call you, such as when you're available and what you'd like to discuss with an adviser.
- Technical information: your IP address, device and browser type, the pages you visit, and how you reached us (for example the advert you clicked).
Some of what you tell us about your finances may be sensitive to you. We only ask for what we need to arrange a suitable introduction.
How we use it
| What we do | Our lawful basis |
|---|---|
| Check whether a review is likely to be useful for you, and call you to confirm your details | Taking steps at your request before an introduction |
| Introduce you to an FCA-regulated adviser firm and pass them your details | Your consent, which you give when you ask us to arrange the introduction |
| Keep records of our contact with you and deal with complaints | Our legitimate interests, and legal obligations |
| Measure how well our website and adverts work | Our legitimate interests, or your consent where cookies are involved (see our cookie policy) |
| Send you guides or updates by email | Your consent, which you can withdraw at any time |
We never sell your personal information.
Who we share it with
- The adviser firm we introduce you to. They become responsible for your information under their own privacy policy, which they'll give you.
- Service providers who work for us, such as our website host, customer-management system, phone and email providers. They may only use your information to provide their service to us.
- Regulators, law enforcement or courts, where the law requires it.
Some of our service providers are based outside the UK. Where your information is transferred abroad, we make sure it's protected by approved safeguards, such as the UK International Data Transfer Agreement or an adequacy decision.
How long we keep it
If we don't arrange an introduction, we delete your information within 12 months of our last contact with you. If we do, we keep a record of the introduction for up to 6 years, so we can deal with any questions or complaints.
Your rights
You have the right to:
- ask for a copy of the information we hold about you
- ask us to correct anything that's wrong
- ask us to delete your information, or to stop or limit how we use it
- object to how we use it where we rely on legitimate interests
- withdraw your consent at any time, without affecting anything we did before
- ask us to transfer your information to another organisation
To use any of these rights, email us at info@gopensionclarity.co.uk. We'll respond within one month.
Complaints
If you're unhappy with how we've handled your information, please tell us first at info@gopensionclarity.co.uk. You can also complain to the Information Commissioner's Office at ico.org.uk or on 0303 123 1113.
Contact us
Email: info@gopensionclarity.co.uk
We may update this policy from time to time. The date at the top shows when it last changed.