Privacy Policy

Last updated: 21/10/2025

Find a Pensions Advisor is owned and operated by Annecto Marketing Ltd t/a Professional Leads (“we”, “us”, “our”). We are committed to protecting your personal data and respecting your privacy. This notice explains how we collect, use, and protect your information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Who We Are

Data Controller:
Annecto Marketing Ltd t/a Professional Leads
Registered address: Lencett House, 45 Boroughgate, Otley, LS21 1AG
ICO Registration Number: ZA413811
Email: data@professional-leads.co.uk

We act as the data controller for the information you provide via our website.

2. What Information We Collect

We may collect and process the following categories of personal data:

• Personal identification information: name, postcode, telephone number, and email address.
• Financial information: type of financial advice required and approximate fund value.
• Technical data: IP address, browser type, and information on your website usage (through cookies and analytics).

We collect this information directly from you when you complete our online forms or interact with our website.

3. How and Why We Use Your Data

We process your personal data for the following purposes and on the following lawful bases:

We do not use your data for automated decision-making or profiling that has legal or significant effects on you.

4. Marketing and Communications

You may withdraw your consent from marketing communications at any time by clicking the “unsubscribe” link in any marketing email or by contacting us at data@professional-leads.co.uk.

We will never sell or rent your personal data to third parties.

5.       Data Retention

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

Enquiry and referral data: retained for up to 12 months after your last interaction.
Marketing consent records: retained until you withdraw consent.
Website analytics data: retained for up to 26 months (in line with Google Analytics default).
After these periods, your data will be securely deleted or anonymised.

6. Data Security

We implement robust security measures to protect your data:

• SSL (Secure Socket Layer) encryption on all web forms
• Secure external servers with access controls and firewalls
• Regular data integrity checks and restricted access to authorised staff only

If you request deletion, we perform a soft deletion with a seven-day cooling-off period, followed by permanent erasure from all servers.

While we take all reasonable steps to safeguard your data, no internet transmission can be guaranteed to be completely secure. In the unlikely event of a data breach, we will notify the ICO and affected individuals in accordance with UK GDPR requirements.

7. International Data Transfers

Your personal data may be stored or processed outside the UK (for example, if our secure servers or service providers are based overseas).
Where this occurs, we ensure adequate protection through UK-approved Standard Contractual Clauses (SCCs) or other legally recognised safeguards.

8. Your Data Protection Rights

Under UK data protection law, you have the following rights:

• Right of access – to obtain copies of your personal data.
• Right to rectification – to correct inaccurate or incomplete data.
• Right to erasure – to request deletion of your personal data in certain circumstances.
• Right to restrict processing – to request limitation on how we process your data.
• Right to object – to object to processing based on legitimate interests or for direct marketing.
• Right to data portability – to request transfer of your data to another controller.

You can exercise these rights by contacting us at data@professional-leads.co.uk. We will respond to all requests within one month in accordance with the law.

9. Cookies

We use cookies to collect standard internet log information and visitor behaviour data.
We have a separate Cookie Policy available on our website under the “Policies” section.

10. Complaints

If you are dissatisfied with how we handle your data, please contact us first at data@professional-leads.co.uk so we can try to resolve your concern.
If you remain unsatisfied, you have the right to complain to the Information Commissioner’s Office (ICO):

Information Commissioner’s Office
Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
www.ico.org.uk

11. Updates to This Policy

We may update this privacy notice periodically to reflect changes in our practices or legal requirements. The updated version will be posted on our website with the revised “last updated” date.