Retirement Planner

Privacy policy

How we look after your Data

The information you enter into the Retirement Planner will be saved so that you can access it next time you login. You can amend this data as often as you like.

We take data protection very seriously and we are committed to protecting the privacy of people whose data we process. This note explains how we collect, manage, use and protect your personal data, so please read it in full.

We realise it's quite long, so we've tried to help by summarising the main points here, but it would still be really useful for you to read the note in full.

  • We collect information to provide financial guidance to you.
  • The information we have has been provided by you.
  • You can contact us to request a copy of the data we hold for you.

Purpose of this notice

This notice is issued by First Actuarial. It gives you information on how we collect and process information about you and your membership of your pension schemes.

It is important that you read this privacy notice together with any other privacy notice we or your current or previous employers may provide on specific occasions, so that you are fully aware of how and why we are using your data.

We may update this privacy notice from time to time.

Data Controller

First Actuarial will act as the data controller of the personal data provided to us.

What personal data do we hold and use?

We hold your personal data to allow us to provide information to you on the income you may need and receive in retirement.

The information we hold on you may include:

  • Personal information including name, date of birth, and contact details
  • Data about your pension scheme membership and other data that you choose to share with us, this can include information about other pensions and finances.
  • Details of your employment history, including salary information.
  • Your Internet Protocol (IP) address and details of which version of web browser you used.
  • Information on how you use the site using cookies.

Why do we hold this information?

The lawful reason we hold this data is because we have a legitimate interest in providing you with financial guidance. So you can better understand your finances and the choices/options available to you.

Where did we get information about you?

The personal data we hold about you was given to us by you.

Who do we share information with?

We do not share information about you. In particular, we will not share your data with any other parties for marketing, market research or commercial purposes and we don't pass on your details to other websites.

How long do we keep your data?

We will keep information about you while we provide services to your current or previous employer. If they no longer require our services we will keep a copy of the data for a minimum of one year and a maximum of seven years.

Your rights

You may ask for a copy of the information we hold on 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 personal data, to object to processing or to transfer or erase your personal data. You can obtain further information about these rights from the Information Commissioner's Office at: or via their telephone helpline (0303 123 1113).

If you wish to raise a complaint on how we handle your personal data, you can contact us, to have the matter investigated. If you are not satisfied with our response or believe the way we are processing your personal data is not in accordance with the law you can complain to the Information Commissioner's Office.

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 9th Floor
Network House
Basing View
RG21 4HG