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Privacy Policy

Your privacy is important to us

We are committed to protecting and respecting your privacy and this policy (Policy) (together with our Terms and Conditions and any other documents referred to in it) sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us in connection with the products or services we offer, including by or through this website (Services). Please read the following carefully to understand our practices regarding your personal data and how we will treat it.

This website is not intended for children and we do not knowingly collect personal data relating to children via this website.

This Policy applies to the following three companies, which are collectively referred to as

“InvestAcc”, “we” or “us”:

  • InvestAcc Pension Administration Limited (Company number 07118349)

    …which provides pension scheme administration services to new and existing SIPP and SSAS scheme customers

  • InvestAcc Pension Trustees Limited (Company number 02875892)

    …which provides professional trustee and pension scheme administration services to new and existing SIPP and SSAS customers; and

  • InvestAcc Limited (Company number 02719226)

    …which provides professional trustee and pension scheme administration services to a small number of established SIPP and SSAS customers; and

  • Platinum (PP) Trustees Limited (Company number 03257389)

    …which provides professional trustee and pension scheme administration services to new and existing SIPP and SSAS customers; and

  • Ashby London (PP) Trustees Limited (Company number 03257386)

    …which provides professional trustee and pension scheme administration services to new and existing SIPP and SSAS customers; and

  • Platinum Trustees Limited (Company number 03213118)

    …which provides professional trustee and pension scheme administration services to new and existing SIPP and SSAS customers; and

  • Ashby London Trustees Limited (Company number 03213116)

    …which provides professional trustee and pension scheme administration services to new and existing SIPP and SSAS customers; and

  • Whitehead Trustees Limited (Company number 02981980)

    …which provides professional trustee and pension scheme administration services to new and existing SIPP and SSAS customers.

We will let you know which entity will be the controller for your personal data when you purchase a Service. InvestAcc Pension Administration Limited is the controller and responsible for this website.

Your personal data are held and processed by InvestAcc in accordance with applicable data protection laws, including the Data Protection Act 2018 (DPA 2018) and the UK GDPR.

The types of personal data we may collect from you

Personal data means any information about an individual from which that person can be identified. We may collect and process the following personal data about you:

Health Data: in the event an application is received from you wishing to receive the benefits of our Services prior to the age 55 as a result of serious ill health, the information contained in a doctor’s report, including evidence that you are unable to work as a result of injury, sickness, disease, disability or any other reason which could meet the requirement to qualify for early retirement on the grounds of serious ill health.

We also collect, use and share aggregated data such as statistical or demographic data which is not personal data as it does not directly (or indirectly) reveal your identity. For example, we may aggregate individuals’ Usage Data to calculate the percentage of users accessing a specific website feature in order to analyse general trends in how users are interacting with our website to help improve the website and our service offering.

We record all inbound and outbound telephone conversations for training purposes, to comply with legal obligations applicable to us (e.g. rules laid down by the Financial Conduct Authority) and to enable conversations to be retrieved and considered in support of any investigation we may undertake in answer to a claim or complaint against InvestAcc. We will not share recorded telephone conversations with other parties unless in the defence of a claim or complaint.

We may collect information you provide us with regarding beneficiaries for pension products you have with us. We may also collect information on children where a parent or guardian acts on their behalf in relation to a Service with us, or where they have been named as a beneficiary. Except in relation to children (as explained in the previous sentence), if you provide us with personal data about another person, you must ensure that before you provide us with their personal data, you have their agreement to do so and that they are aware of the ways in which we use personal data as set out in this Policy.

The information we collect about you is not publicly accessible data. If we did not have this information, you (or your family) may not receive the benefits to which you are entitled under the provided by InvestAcc.

How and when we collect your personal data

We collect the majority of the personal data that we process about you directly from you, including when you provide this to us by:

  • Registering on our website or otherwise contacting us to obtain information relating to us or our Services;
  • Communicating with us by phone, email or otherwise, or when you complete a questionnaire or survey;
  • Engaging with us on social media;
  • Subscribing to our emails or other marketing communications;
  • Purchasing Services, and other interactions we may have with you in connection with our Services;
  • Contacting us by any means (including via email, telephone, web message, etc.) with questions, queries or complaints.

How we use your personal data

Whenever we process your personal data, we are required by law to have a ‘legal basis’ for doing so. The legal bases we use to process your personal data will generally be one or more of the following:

  • Contractual necessity: where it is necessary to enable us to comply with our contractual obligations to supply you with the Services you want;
  • Legitimate interests: where it is necessary for our legitimate business interests in administering our relationship with you and running our business effectively. Where ‘legitimate interests’ is our legal basis for processing your personal data, we will take into account any potential impacts on your rights, freedoms, and interests;
  • Legal compliance: where it is necessary for us to process your personal data to enable us to comply with a legal or regulatory obligation; and/or
  • Consent: where we have asked for and gained your consent to use your information for particular purposes, for example, to send you marketing communications. We will also rely on your explicit consent wherever we need to process your sensitive or special categories of personal data about you.

There are many ways we will need to use your personal data in the context of your relationship with us. We have set out the main purposes in the table below and we have indicated the main applicable legal bases of processing. In some cases, more than one legal basis may apply to our use of your personal data and there may be other specific uses which are linked to or covered by the purposes set out below.

If you would like further information on the specific legal bases which we rely on in relation to any of the processing purposes we have set out below, please contact us using the details set out in the ‘Contact’ section below.

Purpose for processing Types of personal data Legal basis
To carry out our obligations arising from any contracts entered into between you and us, and to provide you with our Services.
  • Identity Data
  • Contact Data
  • Financial Data
  • Transaction Data
  • Profile Data
  • Usage Data
 Contractual Necessity
Health Data Consent
To send you service messages about our Services
  • Identity Data
  • Contact Data
  • Transaction Data
  • Technical Data
  • Profile Data
  • Usage Data
 Legitimate Interests: to contact you whenever we need to and provide you with relevant Service information.
For the effective running of pension schemes provided by InvestAcc
  • Identity Data
  • Contact Data
  • Financial Data
  • Transaction Data
  • Profile Data
  • Usage Data
  • Image Data
  • Marketing and Communications Data
 Legitimate Interests: to ensure our Services are run and provided effectively; and/or

Legal Compliance: where we have a legal obligation in connection with the way we run and provide our Services.
To improve the Services we offer
  • Identity Data
  • Contact Data
  • Transaction Data
  • Technical Data
  • Profile Data
  • Usage Data
 Consent: where personal data are captured by way of cookies or you have positively opted in to sharing personal data for marketing purposes; and/or

Legitimate Interests: in relation to personal data we otherwise capture across our business and use to ensure our Services are of the highest quality for our customers.

For general enquiries or if you would like more information about our pension scheme services, get in touch.