Introduction
This Privacy Policy describes how dperitailes collects, uses, stores, and protects personal information provided by clients and website visitors. We are committed to safeguarding your privacy and handling your data in accordance with applicable data protection legislation in the United Kingdom.
Information We Collect
When you request a consultation or use our services, we may collect the following categories of personal information:
- Contact details including name, email address, and postal address
- Information about your benefit or pension circumstances necessary to provide consultation services
- Correspondence between you and our consultants
- Payment information for processing consultation fees
- Technical data from website visits including IP addresses and browser information
How We Use Your Information
We process your personal data for the following purposes:
- Providing consultation services and responding to your enquiries
- Managing appointments and maintaining client records
- Processing payments for services rendered
- Complying with legal and regulatory obligations
- Improving our website functionality and service delivery
Legal Basis for Processing
We process your personal data under the following legal bases:
- Contractual necessity: to fulfill our obligations in providing consultation services
- Legitimate interests: to maintain business records and improve our services
- Legal obligation: to comply with regulatory requirements and legal processes
- Consent: where you have provided explicit consent for specific processing activities
Data Sharing and Disclosure
We do not sell or rent your personal information to third parties. We may share your data only in the following circumstances:
- With government agencies when necessary to process benefit or pension applications on your behalf
- With professional advisors when required for legal or accounting purposes
- When legally required by court order or regulatory authority
- With service providers who assist in delivering our services, subject to confidentiality obligations
Data Security
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include secure data storage systems, access controls, and regular security assessments.
Data Retention
We retain client records for seven years following the completion of services, or longer if required by legal or regulatory obligations. After this retention period, personal data is securely deleted or anonymized.
Your Rights
Under data protection legislation, you have the following rights:
- Access: to request copies of your personal information
- Rectification: to correct inaccurate or incomplete data
- Erasure: to request deletion of your data in certain circumstances
- Restriction: to limit how we process your data
- Portability: to receive your data in a structured, commonly used format
- Objection: to object to processing based on legitimate interests
Contact Information
For questions about this Privacy Policy or to exercise your data protection rights, contact us at:
Email: [email protected]
Address: 42 Wellington Street, Leeds, LS1 4HZ, United Kingdom
Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The updated version will be posted on this page with a revised date.