This is a statement outlining how The Whitehall Partnership Limited meets its obligations under the EU General Data Protection Regulation (GDPR). This privacy notice explains how we use any personal information we collect about you.

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What information do we collect about you?

We collect information about you when you engage us for all financial planning and advice services, including lifetime mortgages. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.

 

We may also collect information when you voluntarily complete client surveys or provide feedback to us.

Information relating to your activity on our website is collected using cookies. These are text files placed on your computer to provide website functionality such as managing login sessions. We only use Strictly Necessary Cookies to provide these functions and no other information is retained.

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Information about connected individuals

We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We'll provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them.

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Why do we need to collect and use your personal data?

The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we'd also be unable to fulfil our legal and regulatory obligations.

 

Where special category data is required we'll obtain your explicit consent in order to collect and process this information.

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How will we use the information about you?

We collect information about you in order to provide you with the services for which you engage us.

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Who might we share your information with?

If you agree, we may email you about other products or services that we think may be of interest to you.

 

We won't share your information for marketing purposes with other companies.

 

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.

 

Where third parties are involved in processing your data we'll have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they'll only act in accordance with our written instructions.

 

Where it's necessary for your personal data to be forwarded to a third party we'll use appropriate security measures to protect your personal data in transit. This includes password protection and/or encryption of data etc. as appropriate.

 

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.

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How long do we keep hold of your information?

During the course of our relationship with you we'll retain personal data which is necessary to provide services to you. We'll take all reasonable steps to keep your personal data up to date throughout our relationship.

 

We're are also subject to regulatory requirements to retain your data for specified minimum periods. These are, generally:

• Five years for investment business

• Three years for mortgage business

• Indefinitely for pension transfers and opt-outs

• Three years for insurance business

 

These are minimum periods, during which we have a legal obligation to retain your records.

 

In some circumstances we will hold personal information for longer than stated above where we believe that this is necessary for active or potential legal proceedings or to resolve or defend claims.

 

You have the right to request deletion of your personal data. We'll comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.

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How can I access the information you hold about me?

You have the right to request a copy of the information that we hold about you. If you'd like a copy of some or all of your personal information please email or write to us using the contact details noted below.

 

When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.

 

We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.

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Marketing

We'd like to send you information about our products and services which may be of interest to you. If you've agreed to receive marketing information, you may opt out at a later date.

 

You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.

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Cookies

We only use Strictly Necessary Cookies to provide functionality on our websites such as user login and interactivity. We do not use any cookies to track visitor use of the website. For further information visit allaboutcookies.org .

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You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However doing so will prevent access to some areas of our site, as cookies are used to facilitate login and other interactive functions.

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Other websites

Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.

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What can you do if you are unhappy with how your personal data is processed?

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

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In writing

       Information Commissioner's Office
       Wycliffe House
       Water Lane
       Wilmslow
       Cheshire
       SK9 5AF

 

Telephone

       0303 123 1113 (local rate)

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Changes to our privacy policy

We keep our privacy policy under regular review and was last updated on 1st December 2022.

 

We reserve the right to revise or supplement this Privacy Notice from time to time. We will place updates on our sites, inform you of the updates and where appropriate we will give you reasonable notice of any changes.

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How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you:

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In writing

       Whitehall Partnership
       10 Hagley Road
       Stourbridge
       DY8 1PS

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Telephone

       01384 946 000

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Email

       enquiries@whitehallpartnership.co.uk

 

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Consent

We have provided you with a copy of our Privacy Notice which provides information about the nature of our personal data processing activities and includes details of our retention and deletion policies as well as your rights of access to the personal information that we hold on you.

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Sensitive personal data

There are certain categories of personal data that are sensitive by nature. These categories include: data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership and data concerning health.

 

Depending on the nature of the products and services that you engage us for we may need to obtain your sensitive personal data particularly in relation to health.

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