Privacy Policy

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Effective Date: January 2025

Business Name: Pensions Pathfinder

Contact: hello@clearpensions.com

 

1. Who We Are

 

We provide non-advisory support services to individuals completing pension-related paperwork. We are committed to protecting your personal data and respecting your privacy.

 

2. What Data We Collect

 

We may collect and process the following personal data:
- Full name
- Contact details (address, phone number, email)
- National Insurance number
- Pension provider details
- Copies of pension-related documents
- Notes from our support sessions

 

3. How We Use Your Data

 

We use your data to:
- Help you complete pension paperwork
- Communicate with you about your requests
- Maintain records for legal and administrative purposes

We do not provide financial advice or share your data with third parties for marketing.

 

4. Lawful Basis for Processing

 

We process your data under the lawful basis of:
- Contract: To provide the service you request
- Legal obligation: To comply with applicable laws
- Consent: Where required, we will ask for your explicit consent

 

5. Data Sharing

 

We do not sell or rent your data. We may share your data only with:
- Pension providers or government bodies, at your request
- Professional service providers (e.g., IT support) under strict confidentiality

 

6. Data Retention

 

We retain your data only as long as necessary to fulfill the purposes outlined above, or as required by law (typically up to 6 years).

 

7. Your Rights

 

You have the right to:
- Access your personal data
- Correct inaccurate data
- Request deletion of your data
- Object to or restrict processing
- Lodge a complaint with the ICO

 

8. Data Security

 

We take appropriate technical and organisational measures to protect your data, including secure storage, password protection, and limited access.

 

9. Contact Us

 

If you have any questions or concerns about this policy or your data, please contact:

Pensions Pathfinder
Hello@clearpensions.com