Privacy Policy


Your data will only be disclosed to your assigned regulated financial advisor.

Enquiry Form Privacy Policy

www.Pensionreview.co.uk is a trading name of The Pension Review Company LTD. This Policy applies as between you, the User of this Website and The Pension Review Company LTD the owner and provider of this Website. This Policy applies to our use of any and all Data collected by us in relation to your use of the Website.

  1. Definitions and Interpretation

    In this Policy the following terms shall have the following meanings: “Data” means collectively all information that you submit to the The Pension Review Company LTD via the Website. This definition shall, where applicable, incorporate the definitions provided in the Data Protection Act 1998; “The Pension Review Company LTD” means The Pension Review Company LTD of ,London House Business Centre, Thames Road, Crayford, Dartford DA1 4SL; “User” means any third party that accesses the Website and is not employed by The Pension Review Company LTD and acting in the course of their employment; and “Website” means the website that you are currently using (www.Pensionreview.co.uk) and any sub-domains of this site unless expressly excluded by their own terms and conditions.

  2. Scope of this Policy

    This Policy applies only to the actions of The Pension Review Company LTD and Users with respect to this Website. It does not extend to any websites that can be accessed from this Website including, but not limited to, any links we may provide to social media websites.

  3. Data Collected

    Without limitation, any of the following Data may be collected by this Website from time to time:

    1. First name
    2. Last name
    3. Email
    4. Telephone
    5. Postcode
    6. Service interested in
  4. Our Use of Data
    1. Any personal Data you submit will be retained by The Pension Review Company LTD.
    2. Unless we are obliged or permitted by law to do so, and subject to Clause 5, your Data will only be disclosed to your assigned financial advisor.
    3. All personal Data is stored securely in accordance with the principles of the Data Protection Act 1998.
    4. Any or all of the above Data may be required by us from time to time in order to provide you with the best possible service and experience when using our Website. Specifically, Data may be used by us for the following reasons:
      1. internal record keeping;
      2. improvement of our products / services;
      3. transmission by email of promotional materials that may be of interest to you;
      4. contact for market research purposes which may be done using email, telephone, fax or mail. Such information may be used to customise or update the Website.

FAIR PROCESSING NOTICE

The personal data we collect from you will be used for the following purposes:

By consenting to this, you are giving us permission to perform those actions.

You may withdraw consent at any time.

What is Personal Data?

Under the EU’s General Data Protection Regulation, Personal Data is defined as “any information relating to an identified or identifiable natural person (“data subject“); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person”. Special Categories of Personal Data Certain data is classified under the Regulation as ”special categories”:
  • Racial
  • Ethnic origin
  • Political Opinions
  • Religious Beliefs
  • Trade-union membership
  • Genetic Data
  • Biometric Data
  • Health Data
  • Data concerning a natural person's sex life
  • Sexual orientation

    Consent is required for The Pension Review Company to process both types of personal data, but it must be explicitly given. Where we are asking you for sensitive personal data this will be passed on to an FCA registered financial services business so that it can be considered as a part of establishing suitable financial advice or providing to financial service providers for underwriting purposes.

    Why does The Pension Review Company need to collect and store personal data?

    In order for us to put you in contact with a third party for a financial review, we need to collect personal data for correspondence purposes and/or detailed service provision.

    In any event, we are committed to ensuring that the information we collect and use is appropriate for this purpose, and does not constitute an invasion of your privacy. We will pass your personal data on to Third Party service providers who are contracted to The Pension Review Company in the course of dealing with you.

    The Pension Review Company may contract the services of a professional data collector to obtain signatures and complete basic fact find information to be passed to an FCA regulated financial adviser. All contracted individuals hold individual data protection licenses and are registered with the Information Commissioners Office.

    Our contractors are obliged to keep your details securely, and use them only to fulfil the service requested. Once your service need has been satisfied or the case has been closed, they will dispose of the details securely and in line with procedures. If we wish to pass your sensitive personal data onto a third party we will only do so once we have obtained your consent, unless we are legally required to do so.

    How The Pension Review Company uses your information

    The Pension Review Company will process – that means collect, store and use – the information you provide in a manner that is compatible with the EU’s General Data Protection Regulation (GDPR).

    We will endeavor to keep your information accurate and up to date and not keep it for longer than is necessary. In some instances, the law sets the length of time information has to be kept, but in most cases, we will use its discretion to ensure that we do not keep records outside of our normal business requirements.

    Our aim is not to be intrusive, and we undertake not to ask irrelevant or unnecessary questions. Moreover, the information you provide will be subject to rigorous measures and procedures to minimise the risk of unauthorised access or disclosure.

    Data access and retention

    The Pension Review Company will store information for no longer than required and in line with regulatory guidelines set out by the Financial Conduct Authority. You have the right to access or amend your personal data at any time. You can also ask to have your personal data erased or processed in accordance with strict processing guidelines. Any complaints should be lodged with the Information Commissioners Officer.


  • Pensionreview.co.uk
    London House Business Centre
    Thames Road
    Dartford
    DA1 4SL
    Kent
    United Kingdom
    T: 0800 234 3663
    Email Us
    info@pensionreview.co.uk
    Pensionreview.co.uk is published and operated by The Pension Review Company Limited which is registered in England & Wales, Number: 11178506.

    Pensionreview.co.uk is an independent marketing website which acts as an introducer to companies who offer specialist Financial Advice and who are authorised and regulated by the Financial Conduct Authority (FCA). Pensionreview.co.uk are not authorised to give advice and we are not liable for any financial advice provided by, or obtained through a third party.


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