Privacy Policy | tamplin

Henley Life & Pensions Consultancy

We take your privacy very seriously and we ask that you read this data privacy notice carefully as it contains important information: who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data and on how to contact us and supervisory authorities in the event that you have a complaint.

Who we are

Henley Life & Pensions Consultancy (54 Elizabeth Road, Henley on Thames, RG9 1RA) collects, uses and is responsible for certain personal data about you. When we do so we are required to comply with data protection regulation and we are responsible as a data controller of that personal data for the purposes of those laws.

Henley Life & Pensions Consultancy is authorised and regulated by the Financial Conduct Authority and our Financial Services Register number is 143190.

As an IFA we provide life, pensions and investment advice.

The personal data we collect and use

In the course of providing our service to you we may collect the following personal data when you provide it to us:

Contact Information
Identity Information
Financial Information
Employment Information
Lifestyle Information
Health Information
Details of dependents and/or beneficiaries (if you provide information about another person I expect you know that you are doing so with their agreement)
Information is stored on BT Cloud, paper format or on an office based computer

If you communicate with Henley Life & Pensions Consultancy by email, you should note that the privacy of Internet email cannot be guaranteed. By sending ourselves confidential information which is not encrypted, you are doing so at your own risk.

Information collected from other sources

We also obtain personal data from other sources in the course of providing our intermediary services. Where we obtain this information from another party, it is their responsibility to make sure they explain that they will be sharing personal data with us and, where necessary, ask permission before sharing information with us.

The personal data we obtain from other sources may include the following:

Existing policy information. Verification of names and addresses.

How we use your personal data

how we use your personal data
the lawful bases upon which we collect and use your personal data
who we routinely share your personal data with

Rationale/Reason for Processing:

To advise and arrange a life assurance, pension or investment contract.

Lawful Basis for Processing:

E.g. Performance of a contract, Legitimate Interest, Compliance with a legal obligation, Consent etc.

Third party recipients linked to that activity:

An insurance , investment / pension company.

This policy can be reviewed and updated at any time. If we update the Privacy Policy at all then we will place an updated version of it on this page of our site. If we make any substantial changes in the way we use your personal information, the user will be notified by posting a publicly accessible announcement on our website.

If any user believes that any information we are holding on them is incorrect or incomplete, then they should contact us as soon as possible and we will update and correct the relevant information. We also kindly welcome any queries or comments that users may have relating to Henley Life & Pensions Consultancy.