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Privacy Policy

This privacy policy sets out how uses and protects any information that you disclose to is fully committed to ensuring that your privacy remains protected. Should you provide information to us via the website by which you can be identified, then you can be assured that it will only be used in accordance with this privacy statement, only for the purpose of responding to your consultation request, and for our internal administration.

What information we collect

We collect the following information when submitted to the site:

. your name and basic demographic data (i.e age)
. contact information including email address
. estimated transfer value of your pension fund(s)

What we do with the information you provide

We request this information to get a basic understanding of your needs, so as to provide you with a better service when we respond to your request and in particular for the following reasons:

. So we can make contact with you by phone or email in regards to your request.
. Internal record keeping.

Any information disclosed shall always be treated in the strictest confidence, and will not ever be used for any other purpose unrelated to your request.

. The contact details which you have provided will not be used by for future marketing purposes unrelated to your consultation request, nor shall we sell, distribute, or lease your contact details to other companies.

. We will not send you promotional emails about our services unrelated to your request using the email address which
you have provided, nor shall we sell, distribute or lease your details to other companies that may do so.

. Any further information you may disclose while in contact with a consultant is also subject to the same rules as detailed above.


We are fully committed to ensuring that your information remains secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial security procedures to safeguard the information we collect.

How we use cookies

We use traffic logging cookies to analyse data about webpage traffic. We use this information solely for statistical analysis purposes. Most web browsers automatically accept cookies, but if you so prefer you can usually modify a browser’s settings to decline cookies.

Personal information

We will not sell, distribute or lease your personal information to third parties once you fill out the form with your details.
If you believe that any information you have submitted to us is incorrect or incomplete, please email us as soon as possible, at We will then promptly correct any information found to be incorrect.

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Investments for Pensions

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