- how we collect and use your information;
- how you can tell us if you prefer to limit the use of that information; and
- the procedures that we have in place to safeguard your privacy.
This policy was last updated on 20 November 2016 and must be read in conjunction with the website terms and, if you are one of our valued clients, our terms of business. If you are unsure about how cookies work, you can visit www.allaboutcookies.org.
The information we collect using this website
Some of our website pages allow public comments. If you choose to comment, you must provide us with your contact details. This helps us check that all comments are genuine, and lawful. No cookies are used in that process. You will still be able to comment if you disable cookies.
Some of our website pages include contact forms. If you choose to use these features you must provide us with your contact details. We will only use the information you provide to reply to your enquiry, and to provide you with further relevant information about our events and legal services. You may request that we delete your information, or unsubscribe from our updates at any time. No cookies are used for contact forms. You will still be able to use the contact forms if you disable cookies.
If you wish to apply to work for Personal Financial Planning, our recruitment pages can be used to provide us with your application and your information. We will only use that information for the purposes of your job application. No cookies are used in that process. You will still be able to use the recruitment pages if you disable cookies.
How we share your information
In order to provide our services, we need to allow our partners and employees access to the information you provide. We keep a record of all correspondence to help us keep track of the enquiries we receive, to comply with the law and our regulator’s requirements.
We share anonymous data with our website service providers so that they can help us provide our services, and provide us advice on our marketing activities.
We also share personal data with our service providers so that they can help us comply with our regulations, and to provide our marketing services, such as email newsletters. All of our service providers have promised to look after the personal data carefully, and not to use the personal data for any other purpose.
In the event that we sell or buy any business or assets, we may disclose your personal data to the prospective seller or buyer of such business or assets, but only after assuring ourselves that the personal data will be kept confidential. If Personal Financial Planning’s business is sold, personal data will be one of the transferred assets.
Lastly, we may also share personal data if we are under a duty to disclose or share your personal data in order to comply with any legal obligation, or in order to enforce or apply our terms of website use, our terms of business; or to protect the rights, property, or safety of Personal Financial Planning, our employees, clients, or others. This includes exchanging information with other companies and organisations for the purposes of fraud protection and credit risk reduction.
How we protect your information
All information we collect is subject to our internal data protection policies. Our partners and staff are trained in data protection principles. We review our security arrangements and delete old data regularly. Our data is normally stored in the United Kingdom, but we reserve the right to store the data on carefully selected portable devices, in paper files, and to transfer data abroad.
You have the right to ask us not to process your personal data for marketing purposes. You can unsubscribe from our marketing correspondence at any time.
Our website may, from time to time, contain links to and from the websites of our clients and affiliates. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to those websites.
Some of the cookies that are used on our website are provided by third parties (such as Google). You may refuse to accept cookies. You can check how to do that on your device by referring to your operating system help pages. More help can be found on www.allaboutcookies.org.
The Data Protection Act gives you the right to access information held about you. Your right of access can be exercised in accordance with the Act. Any access request may be subject to a fee of £10 to meet our costs in providing you with details of the information we hold about you.