Our Privacy Policy

Who are we?

Pension Partner provides its customers with a free, non-obligatory pension track and trace service. We are affiliated with FCA authorised firms throughout the UK who will from time to time provide our clients with financial advice should they request any assistance.​

What personal information do we hold?

Personal information including your name, address, or phone number and other information that is not readily available to the public. We collect personal information about you when you contact us to subscribe to our service.


The type of personal information we collect will depend on the purpose for which it is collected and includes:​

 - Contact details.

 - Financial statements.

 - Employment history.

 - Policy information.

​We always collect your information from you directly, or indirectly with your permission. If you’d like to use our service, you will be asked to complete a letter of authority which gives us permission to hold and obtain your pension information whilst requesting information to assist the process. 

​Data Retention​

Your personal information is held no longer than is necessary for the purpose of which it was collected.

Personal information will be securely disposed of when it is no longer required.

​On what basis do we collect data?

We collect data for the provision of providing a service to you, this data is processed on the basis there is an agreement with you to do so.

​How we use your personal information

We process your information in order to maintain our relationship and fulfil our commitment to you. This includes the following:


 - Providing our services to you.

 - Carrying out introductions you have requested

 - Confirming and verifying your identity for security purposes 


We also process your data for specific business purposes to enable us to improve our services.

Our business purposes include the following:


 - Enhancing our services for the benefit of our customers.

 - Providing information which we think will be beneficial to you.

 - Market or customer satisfaction research or statistical analysis.

 - Audit and record keeping purposes.

 - Enhancing the security of our network and information systems.


We may also process your personal data as part of an acquisition or sale. Should this happen, you will have been notified about any change to processing or data controller arising as a result of this activity.

​Who do we share your data with?

We share your information with trusted third parties who perform tasks for us and help us to provide the services you require these include:​


 - Pension schemes who already hold your information for the purposes of identification when using our service.

 - FCA authorised firms who you have given your prior consent to an introduction.

 - Other organisations, including regulatory bodies, the police and fraud prevention agencies, to prevent and detect fraud;


Keeping your information secure

We are committed to ensuring the confidentiality of the personal information that we hold and we continue to review our security controls and related policies and procedures to ensure that your personal information remains secure. If we work with third parties in countries outside the EU we ensure these are countries that the European Commission has confirmed have an adequate level of protection for personal information, or the organization receiving the personal data has provided adequate safeguards. In limited circumstances data may be accessed outside of the EEA i.e. by employees when they travel. In these circumstances we ensure there are appropriate information security measures in place to safeguard your information.


In all circumstances under the sharing of your information with third parties we will have your prior consent.


 - Your Rights

 - Marketing


You have the right to opt out of marketing information and tell us what your communication preferences are by contacting us using the details provided in the contact us section of the website. You may opt out at any time if you don’t want to receive any further communications of this nature.

Your individual data rights and requests

To know the purpose of processing;

The right of access – You may request a copy of the personal information we hold about you at any time;

The right to rectification – The accuracy of your personal information is important to us. You have the right to ask us to update or correct your personal information;

The right of removal – You may request the deletion or removal of personal data where there is no compelling reason for its continued processing;

The right to object – You may object to the processing of your data based on legitimate interests;

The right to stop processing – You have a right to request we suppress processing of your personal data;

The right to data portability – You may request to obtain and reuse your data. 


If you wish to correct, restrict, delete or make changes to your personal information, or any of the data subject rights listed above, please contact us at via the contact us section of the website.


​Changes to Privacy Policy 

We may update our Privacy Policy from time to time. We will always give prior notice of changes that are made to the Privacy Policy. We will let you know via email and/or a prominent notice on the website, prior to the change becoming effective. We advise you to come back on regular intervals to review any changes that might have been made to the Privacy Policy.


Changes to the Privacy Policy are effective when they are posted on this page.

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Pension Partner does not provide advice other than recommending our free non-obligatory service. We partner with fully regulated and authorised financial services consultancies throughout the UK & overseas who can provide our clients with the appropriate financial planning should they require it.​ 

Pension Partner is incorporated and registered in England & Wales under company registration number 11935286