Privacy Policy

We are committed to protecting and respecting your privacy. This policy sets out the basis on which any personal data we collect will be processed by us. Please read this privacy policy carefully to understand our views and practices and your rights regarding your personal data. By visiting any of our websites (our sites) or by providing us with your information, you are accepting and consenting to the practices described in this policy.

For the purpose of data protection legislation, the Data Controller is one or more of the group entities comprising Pension Led Funding (together “PLF”).

What information do we collect from you?

We will collect and process the following data about you:

Information you give us. This includes information you provide by filling in forms on our sites or by corresponding with us by phone, email, whatsapp, sms or otherwise. This may include your name, address, email address, phone number and financial information.
Information we collect from your use of our sites including technical information such as ip address, location, isp and device type.
Information we collect throughout our relationship such as events you attend, resources you download or services you request.
Information we collect when you contact us including call recordings or communication logs (email, sms, whatsapp, etc.).
Information from third parties including service providers, partners, affiliates or brand ambassadors working with us.

Why do we collect this information?

We use this information in the following ways:

to perform our contract with you (transactional communications);
to deliver products or services you’ve requested;
to provide confirmations, updates, and instructions about products or services; and
to send service communications by email, sms, whatsapp, phone or post where necessary

Based on your consent (marketing communications):

to send you marketing emails, sms, whatsapp messages, phone calls or direct mail about our products, services, events or offers — but only where you have provided clear consent; and
to share updates from trusted third parties where you have consented to this

You can withdraw consent at any time using the unsubscribe links or by contacting us

Based on legitimate interests:

to improve our services, content and site experience
to carry out administrative and legal obligations
to send limited marketing to existing customers (soft opt-in) for similar products or services, provided we offer an easy opt-out

Communication channels we use

We may communicate with you in the following ways:

Email (marketing and transactional)
Sms/text messages (marketing and transactional)
WhatsApp (marketing and transactional)
Telephone calls (marketing and transactional)
Postal mail/direct mail (marketing and transactional)

We will only use these channels for marketing where you have provided consent, or where permitted by law (for example, the “soft opt-in” rule for existing customers under PECR).

How is your data stored and kept secure?

All information is stored on secure servers. Passwords are confidential and must not be shared. If we transfer your data outside the EEA, it will be subject to appropriate safeguards such as privacy shield or standard contractual clauses.

What are your rights?

You have the right:

to withdraw consent at any time
to access the data we hold about you
to request rectification or erasure of your data
to restrict or object to processing
to data portability where applicable
to lodge a complaint with the ico (uk)

Changes to our policy

This policy may be updated from time to time. Please check back for changes.

We use cookies to improve your experience and help us understand website usage.

Questions, comments and requests regarding this policy should be addressed to:

Data Privacy Monitor

Pension Led Funding
310 Solihull Parkway, Birmingham Business Park, Birmingham, B37 7YB