Privacy Notice

First Actuarial LLP (referred to as “First Actuarial”, “we”, “us” or “our” in this privacy notice) respects your privacy and is committed to protecting your personal data.

This privacy notice gives you information on how your personal data is collected and processed by First Actuarial.

Purpose of this notice

As a client of First Actuarial, we hold and use some of your personal data.

We are required to notify you of this information under Data Protection Laws.

It is important that you read this privacy notice and any other similar notice we may provide to you from time to time when we collect or process personal information about you. This privacy notice replaces any other notices we may have issued in the past.

We may update this privacy notice from time to time.

We may also hold other personal data for which you are the data controller (for example, data relating to members of a pension scheme). Any such data is covered by separate privacy notices.

Data Controller

First Actuarial will be the “data controller” of the personal information collected. This means we are responsible for deciding what personal data we need to collect from you, how to use it and how to protect it.

Our contact details for data protection queries can be found at the end of this notice.

Data Protection Officer

First Actuarial LLP has appointed a Data Protection Officer (DPO), Joshua Farley. Our DPO can be contacted at Data.protection@firstactuarial.co.uk.

What information do we hold and use?

The information we hold on you is limited to:

• Name
• Address
• Phone Number
• Email Address

We may also hold your information in meeting notes, formal pension scheme documents, correspondence and emails.

Why do we hold this information?

We hold this information to perform the services under our contract, to keep you informed of our services, and to notify you of any changes that may arise.

The lawful reason we hold this information is for the performance of our contract with you.

Where did we get information about you?

In most cases the information we hold about you was given to us by you.

Where do we hold this information?

Information may be held at our offices, and by other third parties described below.

First Actuarial may transfer your information to a country outside the United Kingdom (UK) in the course of processing it. See the section on International Transfers for more information.

Data may, incidentally, be available in countries outside the UK, to senior members of staff who take mobile devices abroad and access email. All such data is held with the mobile device and is protected in line with our Information Security Policy.

Who do we share information with?

We may also share your information (without prior reference to you) with other parties to comply with a legal obligation. These parties are:

• First Actuarial’s auditors
• Money Laundering check service providers
• The Serious Fraud Office
• Information Commissioner’s Office
• The Financial Conduct Authority

How long do we keep your information?

We will keep information about you while we provide services to you. If our contract with you is terminated, we will keep a copy of the data for a minimum of two years and a maximum of seven years.

International Transfers

Where we transfer personal data to a country that has not been recognised by the European Commission as providing an adequate level of data protection, we ensure appropriate safeguards are in place to protect your personal data. These safeguards may include entering into standard contractual clauses approved by the European Commission, which require recipients to protect personal data in accordance with applicable data protection laws.

Your rights

You may ask for a copy of the information we hold in respect of you. You may make this request by contacting us.

If, at any point, you believe the information we hold on you is wrong, you can ask us to correct it.

In some circumstances, you may also have a right to ask us to restrict the processing of your information, to object to processing or to transfer or erase it.

You can obtain further information about these rights from the Information Commissioner’s Office at: www.ico.org.uk or via their telephone helpline (0303 123 1113).

Right to Complain

You have the right to contact us or our data protection officer if you have any concerns with how we use your personal data. We will acknowledge your complaint within 30 working days and will do our best to resolve your concerns. You do not have to make your complaint in a specific way but, for quicker resolution, we encourage you to send in your complaint to data.protection@firstactuarial.co.uk.

You also have a right to complain to the Information Commissioner’s Office (ICO) if you believe that our use of your personal data is in breach of data protection laws and/or regulations. More information can be found on the ICO’s website. Exercising this right will not affect any other legal rights or remedies you have.

Keep information up to date

It is important that the information we hold about you is accurate and current. If you are aware that the information we hold is incorrect, please let us know.

If you need to update your information (for example due to a change of address), please get in touch with your usual First Actuarial contact.

Contacting us

You may contact us for further details on how we use your personal information, or with any other questions about this privacy notice, including any requests to exercise your rights.

Data Protection
First Actuarial LLP
9th Floor
Network House
Basing View
Basingstoke
RG21 4HG

Email: data.protection@firstactuarial.co.uk

Last reviewed: 29 May 2026
Version: 2.1