Privacy policy

1. Information we collect

• Full name
• Email address
• Phone number
• Location and country of residence
• Details about your UK pension (e.g. fund value, type, transfer interest)
• Communication preferences

This data is collected when you:

• Fill out a contact form or lead generation form
• Download a guide or resource
• Communicate with our team via email, phone, or website

2. How we use your information

• Assess your eligibility for UK pension transfer
• Provide personalized advice and support related to QROPS and pension planning
• Improve our website and service offerings
• Send relevant updates, newsletters, and educational content (only with your consent)

3. Data security

Your information is stored securely and protected against unauthorized access. We implement appropriate technical and organizational measures to ensure the security and confidentiality of your data.

4. Sharing of data

We do not sell, rent, or trade your personal information. We may share your data only with:

• Trusted partners or financial institutions involved in the QROPS transfer process (with your consent)
• Regulatory authorities if legally required

5. Your rights

• Access your personal information
• Request correction or deletion of your data
• Withdraw consent to receive marketing communications at any time

6. Cookies and tracking

Our website may use cookies or analytics tools (like Google Analytics) to understand visitor behaviour and improve user experience. You can manage your cookie preferences in your browser settings.

7. Changes to this policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.