How prism-count handles personal data

This policy explains what information we collect, why we collect it, and how we protect it.

Contact

For privacy questions, email [email protected].

Information we collect

Identity details

Name, address, and professional details provided during pension consultations.

Financial information

Pension statements, scheme documentation, and income projections shared for review.

Communication records

Email correspondence and meeting notes related to pension planning.

How we use your data

Provide pension analysis and retirement planning services.
Meet regulatory requirements and maintain advice records.
Communicate updates, recommendations, and service changes.
Improve our internal processes and client experience.

Legal basis for processing

We process personal data based on contractual necessity, legal obligations under UK financial regulation, and legitimate interests in delivering quality advisory services.

Data retention

We retain advisory records for as long as required by UK regulatory standards. When data is no longer needed, it is securely archived or deleted following our retention schedule.

Sharing your information

We share data only with trusted service providers that support pension planning delivery, such as secure document platforms. We never sell personal data.

Your rights

You have the right to access, correct, or request deletion of your personal data. You can also ask about processing restrictions or lodge a complaint with the UK Information Commissioner’s Office.