Your pension enquiry
The site collects your name, email, phone number, any optional contact preferences and note, plus any tool answers you submit with your enquiry. Our review team uses these details to match your enquiry with an advisor from our panel of financial advisors. Your contact details and submitted tool answers are shared with the matched advisor so they can contact you about your request. Email notifications to the advisor link to the private enquiry record rather than copying your financial answers.
Optional follow-up
Contact consent is required to submit an enquiry. Separate, optional consent covers related educational follow-up. You can stop this follow-up through the link in an email or by using our contact form. Withdrawing optional consent does not cancel your original request.
Storage and retention
Enquiries are held in the WordPress database with access restricted to administrators. They are scheduled for deletion after 12 months. Records retained separately as part of an advisor relationship are subject to that advisor’s privacy notice and applicable retention requirements. Hosting and email providers may process information to deliver the service.
Cookies and analytics
Essential storage records your privacy choice. Optional interaction events are enabled only after analytics consent and exclude contact details and financial answers. No advertising trackers are included in this website build.
Your requests
Use our contact form to ask about access, correction, deletion, restriction, objection or a copy of your enquiry information. Identity may need to be verified. You also have the right to lodge a complaint with the relevant data protection supervisory authority.