Privacy policy

Privacy notice

This privacy notice explains how we use any personal information we collect about you. It relates to Age Partnership Group Limited and all subsidiaries ("The Group").

What information do we collect about you?

We collect information about you when you engage us for Equity Release, Mortgage or Financial Planning advice, or where you utilise our pension income, insurance or estate planning services. This includes the recording of telephone conversations and appointments between yourself and the Group for training and monitoring purposes. 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 survey forms or use calculators on our website, when you provide feedback to us, or we may obtain information from referrals made by authorised third parties or from publicly available information.

Information relating to usage of our website is collected using ‘cookies’. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We’ll use your information collected from the website to personalise your repeat visits to the site.

How will we use the information about you?

The Group will process your data in order to fulfil our contract with you when you enquire about or purchase a service from us.

If you enquire about our services through our calculators or forms on our website, we will use the information you provide to contact you and provide further information about our various products and services.

We may combine data captured from across our group as well as overlay additional demographic and lifestyle data from publicly available and other authorised sources, to help us understand your circumstances and needs for marketing and insight purposes. This will help us personalise the content we share with you with the aim of making it more relevant to you.

Who might we share your information with?

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for printing services, professional accountancy, consultancy or legal services, as well as product 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.

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.

We won’t share your information for marketing purposes with organisations outside our group of companies.

Third Parties and Attorneys

When we collect information about you where you are acting as either a third party or in the capacity of an attorney assisting one of our customers enquiring about a service we provide, we will process this data by recording it within the documentation we are producing for our customer. This processing is carried out in line with our legitimate interest in providing a service to our customers. We will not use such personal data for any other purpose including marketing. We will only provide this data to other parties in line with this privacy notice.

How long do we keep hold of your information?

In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we’re subject to regulatory requirements to retain data for specified minimum periods. We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future claim against us.

At the end of any retention period, your data will either be deleted completely or anonymised, for example by aggregation with other data so that it can be used in a non⁠⁠-⁠⁠identifiable way for statistical analysis and business planning.

Your rights

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.

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 kept accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.

Opt⁠-⁠out policy

If, at any time after registering, you change your mind about receiving our postal/email offers or sharing your information with third parties you can write to us at the following address: Age Partnership Limited, 2200 Century Way, Thorpe Park, Leeds, LS15 8ZB, alternatively you can call 0113 2321070  or email enquiries@agepartnership.com . Alternatively, you can click here  to update your email marketing preferences.

Correcting/update

If you would like to correct and/or update your registration information you can write to us at the following address: Age Partnership Limited, 2200 Century Way, Thorpe Park, Leeds, LS15 8ZB, alternatively you can call 0113 2321070  or email enquiries@agepartnership.com .

Cookies

We use cookies to track visitor use of the website and to compile statistical reports on website activity. Further details can be found in our cookie policy.

For further information about cookies visit https://ico.org.uk/for-the-public/online/cookies/

You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.

Third Party websites

Our website contains links to other websites. Our privacy policy only applies to the Group, so when you link to other websites you should read their own privacy policies. We accept no responsibility or liability for the content of any linked website.

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:

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

Protecting Your Information

We implement a variety of security measures to protect your personal information. These include physical, technical, and administrative safeguards which adhere to ISO 27001 standards and are designed to maintain the confidentiality, integrity, and availability of your data.

Changes to our privacy notice

We keep our privacy notice under regular review and we’ll place any updates on this web page. This privacy notice was last updated on 09/09/2024.

How to contact us

Please contact us if you have any questions about our privacy notice or information we hold about you by email at dpo@agepartnership.com

Or write to us at Age Partnership Limited, 2200 Century Way, Thorpe Park, Leeds, West Yorkshire, LS15 8ZB