Privacy Policy for Oakstone Pensions
At Oakstone Pensions, we are committed to protecting your privacy and handling your personal data with transparency and care. This Privacy Policy outlines how our online platform collects, uses, and safeguards information when you interact with our services concerning pension advisory, retirement planning, wealth management, annuity solutions, provident fund administration, legacy planning, and financial workshops.
1. Information We Collect
We collect various types of information to provide and improve our services to you:
- Personal Identifiable Information: This includes information you voluntarily provide such as your name, email address, phone number, physical address, and any financial details necessary for the provision of our pension advisory and wealth management services. This information is collected when you fill out forms, subscribe to newsletters, or engage in direct communication with us.
- Usage Data: We automatically collect information on how our site is accessed and used. This Usage Data may include your computer's Internet Protocol (IP) address, browser type, browser version, the pages of our site that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers, and other diagnostic data.
- Cookies and Tracking Technologies: We use cookies and similar tracking technologies to track the activity on our site and hold certain information. Cookies are files with a small amount of data which may include an anonymous unique identifier. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our service.
2. How We Use Your Information
Oakstone Pensions uses the collected data for various purposes, including:
- To provide and maintain our services, including pension advisory, retirement planning, and wealth management.
- To notify you about changes to our services.
- To allow you to participate in interactive features of our service when you choose to do so.
- To provide customer support.
- To gather analysis or valuable information so that we can improve our services.
- To monitor the usage of our site.
- To detect, prevent, and address technical issues.
- To send periodic emails regarding our services, financial workshops, or other relevant updates, given your consent.
3. Legal Basis for Processing Personal Data under GDPR
If you are from the European Economic Area (EEA), Oakstone Pensions' legal basis for collecting and using the personal information described in this Privacy Policy depends on the Personal Data we collect and the specific context in which we collect it:
- Oakstone Pensions needs to perform a contract with you.
- You have given Oakstone Pensions permission to do so.
- The processing is in our legitimate interests and not overridden by your rights.
- To comply with the law.
4. Disclosure of Data
We may disclose your personal data in the good faith belief that such action is necessary to:
- Comply with a legal obligation.
- Protect and defend the rights or property of Oakstone Pensions.
- Prevent or investigate possible wrongdoing in connection with the service.
- Protect the personal safety of users of the service or the public.
- Protect against legal liability.
5. Security of Data
The security of your data is paramount to us. We implement a variety of security measures to maintain the safety of your personal information when you enter, submit, or access your personal information. However, please remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal data, we cannot guarantee its absolute security.
6. Your Data Protection Rights
Under applicable data protection laws, including GDPR, you have certain rights regarding your personal data:
- The right to access: You have the right to request copies of your personal data.
- The right to rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
- The right to erasure: You have the right to request that we erase your personal data, under certain conditions.
- The right to restrict processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.
- The right to object to processing: You have the right to object to our processing of your personal data, under certain conditions.
- The right to data portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.
To exercise any of these rights, please contact us at the address provided below.
7. Changes to This Privacy Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. We advise you to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
8. Contact Us
If you have any questions about this Privacy Policy, please contact us:
Oakstone Pensions
1290 Broadgate Circle, Floor 7
Liverpool, Merseyside, L3 9DD
United Kingdom