Privacy Policy
Last updated 24 July 2026
This policy explains what information we collect about you, why we collect it, who we share it with, and the control you have over it. It applies to this website and to any enquiry form you complete about us on LinkedIn, Facebook or Instagram.
The short version. If you ask us to arrange a consultation, we pass your details to one independent financial adviser firm that is authorised and regulated by the Financial Conduct Authority, so they can contact you. That is the whole purpose of the service. We never sell your details, and we never pass them to a panel of firms.
Who We Are
Your Pension Insights provides expert financial education, independent insights and wealth management guidance. We are the data controller responsible for the information described in this policy.
We are not authorised or regulated by the Financial Conduct Authority, and we do not give financial advice or make personal recommendations. Where you ask us to, we introduce you to financial advisers who are themselves FCA authorised and regulated.
Information We Collect
Information you give us
When you complete an enquiry form, here or on a social media advert, we may collect:
- Your name, email address and telephone number
- Your age, or the age at which you plan to retire
- Broad information about your financial position, such as an approximate range for your pension or investable assets, and whether you hold more than one pension
- Your employment status, job title, or the part of the UK you live in
- Anything else you choose to tell us in a message, email or phone call
Information we collect automatically
When you visit this site we collect limited technical information through server logs and, where you have consented, analytics and advertising cookies: your IP address, browser and device type, the pages you view, and the advert or link that brought you here.
Information from advertising platforms
If you complete an enquiry form inside LinkedIn, Facebook or Instagram, that platform passes your answers to us. Those platforms are separate controllers of the data they hold about you, and their own privacy policies govern what they do with it.
Please don't send us sensitive information. We never ask for details of your health, ethnicity, religion, political opinions or anything similar, and we don't need them. Please don't include them in a message.
How We Use Your Information
We use your information to:
- Contact you by phone, email or SMS after you enquire, to understand what you are looking for
- Introduce you to a financial adviser firm and arrange your appointment
- Confirm and remind you about that appointment
- Send you any guide, tool or checklist you asked for
- Keep records of enquiries, calls and introductions, so we can run the service and resolve any dispute
- Measure how our advertising performs
- Meet our legal, tax and accounting obligations
We rely on your consent to contact you, to introduce you to an adviser, and to send you content you asked for. You can withdraw that consent at any time, and we will stop. We rely on our legitimate interests in running, improving and defending our business to keep records and measure advertising, and you can object to that. Where the law requires us to keep information, we rely on that legal obligation. Withdrawing consent does not affect anything we did before you withdrew it.
Information Sharing
Financial adviser firms. If you ask us to arrange a consultation, we pass your name, contact details and your form answers to a single independent adviser firm authorised and regulated by the Financial Conduct Authority. We will tell you which firm. From that point the firm is an independent controller of your information and its own privacy policy applies. We do not sell your details and we do not distribute them to a panel of firms.
Providers who work on our instructions. Our customer relationship and pipeline software, our telephony and contact-centre software, our email, calendar and appointment-booking providers, and our website and form hosting. These act on our instructions only and cannot use your information for their own purposes.
Advertising platforms. LinkedIn, Meta and Google, in connection with the advertising and analytics described below.
Professional advisers and authorities. Our accountants, insurers and legal advisers, and any regulator, court or law-enforcement body where we are legally required to disclose.
Call Recording
We may record calls for training, quality and record-keeping. If a call is being recorded you will be told at the start, and you can ask us not to.
Data Security
We use appropriate technical and organisational measures to protect your information, including access controls, encryption in transit, and restricting access to staff who need it. No transmission over the internet is completely secure, so we cannot guarantee absolute security, but we take our obligations seriously and will notify you and the Information Commissioner's Office where the law requires it.
Some of our providers operate outside the UK, including in the United States and South Africa. Where information is transferred outside the UK we rely on UK adequacy regulations or the International Data Transfer Agreement or Addendum approved by the UK government, with appropriate safeguards. You can ask us for details.
Data Retention
- Enquiries that don't proceed: up to 12 months from your last contact with us, then deleted.
- Enquiries introduced to an adviser: up to 6 years, so we can evidence the introduction and the consent you gave, and deal with any dispute.
- Call recordings: up to 12 months, unless a recording relates to a complaint, in which case until it is resolved.
- Accounting and tax records: 6 years after the end of the relevant financial year, as required by law.
- If you ask us to stop contacting you: we keep the minimum information needed to honour that, indefinitely, because it is the only way to be sure we don't contact you again.
Your Rights
You have the right to:
- Be told how your information is used, which is what this policy does
- Get a copy of the information we hold about you
- Have inaccurate information corrected
- Have your information erased, in certain circumstances
- Restrict how we use it, in certain circumstances
- Receive it in a portable, machine-readable format
- Object to us using it on the basis of legitimate interests, and to object to direct marketing at any time, which is an absolute right
- Withdraw your consent at any time
We do not make any decision about you by automated means alone. To exercise any of these rights, email privacy@pensioninsights.co.uk and we will respond within one month, free of charge.
If you are unhappy with how we have handled your information, please tell us first so we can put it right. You can also complain to the Information Commissioner's Office at any time, at ico.org.uk/make-a-complaint or on 0303 123 1113.
Cookies and Tracking
This site uses cookies that are strictly necessary for it to work. We may also use analytics and advertising technologies, including the Meta pixel, the LinkedIn Insight Tag and Google Analytics, to measure how our advertising performs. Non-essential cookies are set only where you have consented, and you can change or withdraw that consent at any time. You can also block or delete cookies in your browser, though parts of the site may then not work as intended. We also load a web font service, which means your IP address is disclosed to that provider when the page loads.
Third-Party Links
Where we link to other websites, we do so for information only. We don't control them and we're not responsible for their content or how they handle your information.
Changes to This Policy
We may update this policy from time to time. The date at the top shows when it last changed. If we make a significant change to how we use your information, we will take reasonable steps to tell you.
Contact Us
For anything in this policy, including any of the rights above, email privacy@pensioninsights.co.uk.