Privacy Notice

This notice details how Pension Partners LLP and Pension Partners Trustee Limited ("Pension Partners") will meet its obligations as” data controller” in respect of your “personal data” (both terms being defined in the General Data Protection Regulation (Regulation (EU) 2016/679) as implemented by UK legislation) (“the GDPR”).

We will process your personal data for the purpose of providing legal advice in accordance with the terms of our engagement letter, and for related purposes including:

  • updating and enhancing client records;
  • analysis to help us manage our practice;
  • statutory returns; and
  • legal and regulatory compliance.

Any personal data Pension Partners receives from you for the purposes of carrying out money laundering checks will only be processed to prevent money laundering and terrorist financing, or as otherwise permitted by law or with your express consent.

We will process your personal data with your express consent, to comply with our legal obligations or to pursue our legitimate interests (which include meeting professional requirements on the running of the firm). We will process your information in accordance with your instructions, the GDPR and our duty of confidentiality. We will not keep your data for any longer than is allowed under the GDPR.

If you send us personal data about anyone other than yourself you need to ensure you have any appropriate consents and notices in place to enable you to transfer that personal data to us, to ensure we may use it for the purposes for which you provide it to us. You will also need to deal with any requests from the third party regarding the personal data.

Once we receive your information, we will use best efforts to ensure its security on our systems. We do not normally copy your information to anyone outside the European Economic Area. However, we may do so with your consent where the particular circumstances of your matter so require.

It is your responsibility to ensure that any emails you receive purportedly coming from Pension Partners are genuine before relying on anything contained within them.

Our work for you may require us to pass on information (with your consent) to third parties, such as expert witnesses and other professional advisers, including advisers appointed by another party to your matter. We may also give information to others who perform services for us, such as typing and photocopying. We have put in place contractual arrangements with such parties to ensure they meet the GDPR in respect of your personal data and have received details of the privacy measures they operate. Our practice may be audited or checked by our accountants, regulatory bodies or other organisations. All such third parties are required to maintain confidentiality in relation to your files.

You may review, verify, correct or request deletion of the information we hold, object to the processing of your personal data, or request that we transfer a copy of your personal information to another party. You may also withdraw your consent to our processing of your personal data. Details of how to do this, together with further details of the processes we have adopted to comply with GDPR, are available on request from your usual Pension Partners’ contact.

If you believe we are processing your personal data in a way which is inconsistent with the law, or you are not satisfied with the response to any query you raise with us, you may contact the Information Commissioner’s Office (ICO), whose helpline is 0303 123 1113.

PENSION PARTNERS MAY 2018

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