1. The Data Controller
The We Plan Group is committed to protecting and respecting the privacy of anyone using www.weplangroup.co.uk ("our website").
This policy (and any other documents referred to in it) sets out the basis on which any personally identifiable information ("personal data") we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.
Whilst every effort has been made to ensure that our online forms and emails are as secure as possible, we are not able to guarantee the security of any information you submit via this website or over the internet. This is because the internet is not a secure medium of communication. Submitting your personal information into our site is done at your own discretion.
For the purpose of the UK data protection legislation, the data controllers are:
2. The Information we collect
Our website allows you to complete and submit an online form, to express your interest in our services. We request personal data from you such as your name, telephone number and email address in order that we may contact you about the services that we offer. These are:
The following services are provided by third parties with whom we carry on business:
If you contact us about these services, your personal data will be transferred to these businesses.
If you submit your data via the online submission form, your data will be stored securely and used by us to make contact with you about our service.
3. The way we use and process your information
We use personal data held about you in the following ways:
To ensure that content from our websites is presented in the most effective manner for you and for your devices;
To carry out our services and any other obligations arising from any contracts entered into between you and us, such as disclosing your personal data to third parties; for example, financial institutions, the Financial Ombudsman, the Financial Services Compensation Scheme, our Regulators, and third party service providers;
To allow you to participate in interactive features of our service, such as our portal, when you choose to do so;
To notify you about changes to our service;
To comply with our legal obligations;
To administer our site and for internal operations, including troubleshooting, data analysis, testing, research, statistical and survey purposes;
To market products and services that our group of companies (The We Plan Group) may be able to offer or arrange. These companies are:
We also wish to contact you about products and services offered by our solicitors, Stephens Wilmot Limited, where we think these may be relevant or of interest to you.
As part of our efforts to keep our websites safe and secure, we may employ other companies and individuals to perform functions on our behalf. Examples include analysing data, and providing marketing assistance. These companies and individuals may have access to personal information needed to perform these functions, but shall not use it for any other purposes and are required to process the data in accordance with UK Data Protection law.
4. Cookies used on our websites
Cookies are small files saved to your computer's hard drive that track, save and store information about your interactions and use of the website. This allows the website, through its server, to provide you with a tailored experience within the site. You are advised that if you wish to deny the use and saving of cookies from this website on to your computer's hard drive you should take necessary steps within your web browser's security settings to block all cookies from our websites and their external serving vendors.
Other cookies may be stored to your computer's hard drive by external vendors when this website uses referral programs, sponsored links or adverts. Such cookies are used for conversion and referral tracking and typically expire after 30 days, though some may take longer. No personal information is stored, saved or collected.
5. Social Media Platforms
Communication, engagement and actions taken through external social media platforms that our websites participate on, are custom to the privacy policies held within each social media platform respectively.
Users are advised to use social media platforms wisely and communicate/engage upon them with due care and caution in regard to their own privacy and personal details. Our websites will never ask for personal or sensitive information through social media platforms and encourage users wishing to discuss sensitive details to contact them through primary communication channels such as by telephone or email.
Our websites use social sharing buttons which help share web content directly from web pages to the social media platforms, facebook and twitter. You should be aware that these sites are likely to be collecting information about what you are doing all around the internet, including on our websites. You are advised before using such social sharing buttons that you do so at your own discretion and note that the social media platform may track and save your request to share a web page respectively through your social media platform account. In some cases, these sites will register that you are visiting either of our websites and the specific pages you are on, even if you don't click on the buttons but are logged into their services, like facebook or google. You should check their respective privacy policies to find out what they do with your information and to find out how to opt out or delete such information.
6. Your data, Your rights
We will ask for your consent for us to contact you about products and services that might interest you. Products include; Claims Management -- Mis-sold Payment Protection Insurance, Mis-sold Packaged Bank Accounts; Future Planning -- Wills, funeral plans, Non-Underwritten Life Cover; Financial products -- Debt help, unsecured lending, re-mortgage, equity release. Where you have an existing relationship with us, we may contact you under our legitimate interests to offer products and services only where we think it reasonable to do so and have carried out an appropriate assessment. You can withdraw your consent to marketing at any time.
If you request information from us but decide not to use our service, your personal data will be automatically deleted after 12 months. If you do use our PPI/PBA reclaim service, we are required by law to retain your personal data for as long as is reasonably necessary to comply with our statutory and contractual obligations. You have the right to request we delete your data from our records subject to our statutory and contractual obligations. This is known as the right to be forgotten. It is not an absolute right so there may be some circumstances where you cannot insist on this.
You also have the right to access information held about you. Your right of access can be exercised in accordance with current Data Protection legislation. This is called a Subject Access Request and this can be made free of charge. Any further or subsequent copies may be subject to a fee to meet our costs in providing you with details of the information we hold about you.
You have a right to ask us to transfer your personal data to someone else. This is sometimes called the right to data portability. This is not an absolute right so you may not be able to insist on this in every case.
You have the right to rectification, which means that the personal information we hold about you can be corrected, if any of its detail has been logged or processed incorrectly.
If you have any concerns about the way we process your data or you wish to exercise any of the rights outlined above, you can contact us as follows:
The Data Protection Officer
William Brown Close
Phone - 01633 705 081
Email - [email protected]
7. Policy changes
To speak to a friendly We Plan Group adviser to answer any questions you might have about any of our services.