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Privacy Policy

Last Updated: September 2026

 

1. Introduction

The Paraplanning Collective ("we", "us", "our") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal information when you visit our website, enquire about our services, or engage us to provide paraplanning and support services.

 

We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable privacy laws.

 

2. Who We Are

The Paraplanning Collective provides outsourced paraplanning and administration services to financial advisers and firms throughout the UK.

If you have any questions about this Privacy Policy, you can contact us via the details provided on our website.

 

3. Information We Collect

We may collect and process the following information:

Information You Provide

  • Name

  • Email address

  • Telephone number

  • Company name

  • Job title

  • Information provided through enquiry forms, emails or telephone calls

 

Information Collected Automatically

When you visit our website, we may collect:

  • IP address

  • Browser type and version

  • Device information

  • Pages visited

  • Time spent on our website

  • Referral source

This information helps us improve our website and user experience.

 

4. How We Use Your Information

We use your personal information to:

  • Respond to enquiries and requests

  • Provide paraplanning and support services

  • Manage our business relationship with clients

  • Improve our website and services

  • Send relevant business communications

  • Comply with legal and regulatory requirements

We will only use your information where we have a lawful basis for doing so.

 

5. Lawful Basis for Processing

We process personal data under one or more of the following lawful bases:

  • Performance of a contract

  • Legitimate business interests

  • Compliance with legal obligations

  • Consent (where required)

 

6. Sharing Your Information

We do not sell personal information.

We may share data with:

  • Professional advisers

  • IT and software providers

  • Cloud storage providers

  • Regulatory authorities where required by law

  • Service providers acting on our behalf

All third parties are required to keep your information secure and confidential.

 

7. Data Security

We take appropriate technical and organisational measures to protect personal information from unauthorised access, loss, misuse or disclosure.

While we strive to protect personal information, no method of transmission over the internet can be guaranteed as completely secure.

 

8. Data Retention

We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, including satisfying legal, regulatory, accounting or reporting requirements.

When information is no longer required, it will be securely deleted or anonymised.

 

9. Your Rights

Under UK data protection legislation, you may have the right to:

  • Access your personal data

  • Correct inaccurate data

  • Request deletion of your data

  • Restrict processing

  • Object to processing

  • Request data portability

  • Withdraw consent where processing is based on consent

To exercise these rights, please contact us.

 

10. Cookies

Our website may use cookies and similar technologies to improve functionality and analyse website usage.

You can manage your cookie preferences through your browser settings.

 

11. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of those websites.

 

12. Changes to this Policy

We may update this Privacy Policy periodically. Any updates will be posted on this page with the revised effective date.

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