Information you provide
When you request a broker meeting, the site collects your name, email address, phone number, preferred date and time, pension value range and any notes you choose to provide.
Why it is used
The information is used to respond to your request, assess which broker may be appropriate and arrange the conversation you requested. It is not sold or used for unrelated advertising.
Who may receive it
Your information may be shared with an appropriate mortgage or pension broker only for the purpose of responding to your request. WordPress hosting and email providers may process the information to operate the site and deliver notifications.
Retention and your choices
Meeting requests should be retained only for as long as needed to respond, meet legal obligations and manage the service. You may request access, correction or deletion by using the meeting form and stating that your message is a privacy request.
Security
Reasonable technical and organisational measures are used, but no internet transmission or storage system can be guaranteed completely secure. Do not submit account passwords, PPS numbers, bank details or full pension statements through the form.