Gladstone Brookes Privacy Notice
This Privacy Notice is 6.0 and is valid from 00:01hrs on 20.05.2022. It replaces and supersedes all other Privacy Notices associated with Gladstone Brookes. We take your privacy very seriously. This Privacy Policy details what personal data we collect and how we shall use it.
Changes to this Privacy Notice.
We continually review our Privacy Notice and update it where necessary. We advise that you regularly check our Privacy Notice for updates. We do not wish to bother you with lots of minor amendments, but where we make significant changes to our policy, we shall contact you to inform you.Our Name & Contact Details.
The Data Controller of your personal data is Gladstone Brookes Limited. This means that Gladstone Brookes decides how your personal data is processed and for what purposes. Our contact details are: Gladstone Brookes 47 Museum Street, Warrington, Cheshire, WA1 1LDData Protection Officer Contact Details.
In observance of the UK General Data Protection Regulation and the Data Protection Act 2018, Gladstone Brookes have chosen to establish a Data Protection Officer. Should you wish to contact our Data Protection Officer regarding a data protection matter you can do so by emailing [email protected], or writing to: Data Protection Officer Gladstone Brookes 47 Museum Street, Warrington, Cheshire, WA1 1LDPersonal data categories we collect
We may collect, use, store and transfer different kinds of personal data about you which we have categorised as follows:- Identity Data: This includes first name, maiden name, last name, marital status, title, date of birth and gender.
- Contact Data: This includes email address and telephone numbers.
- Financial Data: This includes bank account information and payment details.
- Compliance Data: This includes recorded calls for quality checks and staff training. Such recordings may also be used to help us combat fraud.
- Technical Data: This includes internet protocol (IP) address, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website.
- Usage Data: This includes information about how you use our website, products and services.
- Marketing and Communications Data: This includes your preferences in receiving marketing from us and your communication preferences.
- Aggregated Data: This includes statistical or demographic data for any purpose. Aggregated Data may be derived from your personal data but is not considered personal data in law as this data does not directly or indirectly reveal your identity. For example, we may aggregate your Usage Data to calculate the percentage of users accessing a specific website feature. However, if we combine or connect Aggregated Data with your personal data so that it can directly or indirectly identify you, we treat the combined data as personal data which will be used in accordance with this privacy notice.
- Special Categories of Personal Data: This includes health and vulnerability related data that you may voluntarily share with us during the fulfilment of our services to you. We will always ask for your explicit consent to record and share Special Category Data.
For what purposes do we process personal data, and what are the lawful basis’ by which we process data?
Gladstone Brookes processes your Personal Data for the following purposes:|
For What Purposes Do We Process Personal Data? “Gladstone Brookes processes your data to…” |
What is the lawful basis by which we process the data? |
| Supply, perform, manage and fulfil our products and services to you | Contract |
| Make and manage customer payments | Contract |
| Manage fees and charges due on customer payments | Contract |
| Communicate with clients to fulfil, administer or enforce contractual obligations via email, telephone, SMS text, postal mail and push notifications; | Contract |
| Communicate with customers where we have your consent to do so via email, telephone, SMS text, postal mail and push notifications; | Consent |
| Communicate with clients on matters where we have a legal obligation to do so via email, telephone, SMS text, postal mail and push notifications; | Legal Obligation |
| Communicate with clients on matters where we have a legitimate interest to do so (see legitimate interest section below), via email, telephone, SMS text, postal mail and push notifications; | Legitimate Interest |
| Direct market similar or aligned new products and services to our existing customers; | Consent & Legitimate Interest |
| Request specific consent to share customer personal data with specific fulfilment partners so that they may direct market similar or aligned new products and services to our existing customers; | Consent &Legitimate Interest |
| Verify the identity of individuals where necessary including for Subject Access Requests (SAR); | Contract |
| Update clients about changes to how we process their personal data and/or new processing activities via email, telephone, SMS text, postal mail; | Legal Obligation |
| Gather feedback for service and product improvement via email, telephone, SMS text, postal mail; | Legitimate Interest |
| Share testimonials, case studies and feedback on our website and future marketing; | Consent |
| Resolve complaints and/or disputes; | Legitimate Interest |
| Request continuation of Consent prior to consent expiry; | Consent |
| Collect payments or arrears should we have the need to do so; | Legitimate Interest |
| Protect our organisation, staff, associates, suppliers, partners and clients; | Legitimate Interest |
| Prevent, detect and investigate fraud; | Legal Obligation |
| Prevent, detect and investigate crime; | Legal Obligation |
| Comply with the law; | Legal obligation |
| Fulfil our statutory or regulatory obligations; | Legal obligation |
| Maintain our own accounts and records; | Legal obligation |
| For reporting, analytics and product/service improvement (including training); | Legitimate Interest |
| Improve and maintain data accuracy or completeness; | Legitimate Interest |
| Track your email engagement; | Legitimate Interest |
| Personalise your online experience; | Legitimate Interest |
| Conduct market research. | Legitimate Interest |
| Sell your personal data | Legitimate Interest |
What are our legitimate interests for processing your data?
Where we have used legitimate interest as the lawful basis for processing your personal data, we may:- Direct market products and services to you via post, emails, telephone, SMS text and push notifications where they are similar/aligned to our current products and services, a soft opt-in exists, and it conforms with the Privacy and E-Communication Regulation;
- Request specific consent to share customer personal data with specific fulfilment partners so that they may direct market similar or aligned new products and services to our existing customers;
- For reporting, analytics and product/service improvement (including training);
- Improve and maintain data accuracy or completeness;
- Track your email engagement;
- Personalise your online experience. This could include customising the content and/or layout of our pages for individual users, for both visitors and contributors;
- Conduct market research. Including research on the demographics, interests and behaviour of our customers in order to help us gain a better understanding of different audiences and enable us to improve our service. This research may be carried out internally by our employees or we may ask another company to do this work for us. Data will be anonymised to protect your data rights for research purposes.
- Sell your personal data;
- Resolve complaints and/or disputes;
Sharing your personal data
- Gladstone Brookes may choose to share your personal data internally and/or externally to the business. Where we choose to share your information, we shall do so for the following reasons:
- Where we have your “Consent” to do so. Where we process your data under the consent lawful basis you have the right to withdraw consent. Please refer to “Your Right to Withdraw Consent” section below;
- Where necessary to fulfil the services and/or products we are “Contracted” to provide to you;
- Where we have a “Legal Obligation” and are required by law and to law enforcement agencies, judicial bodies, government entities, tax authorities or regulating bodies around the world, this includes communicating with you to update you about our privacy notice and changes to how we process your personal data;
- Where we have “Legitimate Interest” to do so, including;
- For the purposes listed in the “What are our legitimate interests for processing your data?” section above.
- For reporting, analytics and service improvement purposes across our trading styles and/or within any future group construct should Gladstone Brookes establish or become part of a group.
- Where one of our registered trading styles and/or current associated businesses provides a product or service similar/aligned with our organisation’s aim to help clients maximise the potential of their data in a fair, lawful and transparent manner that we do not currently provide ourselves.
- Where one of our registered trading styles and/or current associated businesses provides a product or service similar/aligned with our organisation’s aim to help clients maximise the potential of their data in a fair, lawful and transparent manner that we do not currently provide ourselves.
- Churchill Sloan Limited
- Financial Protections Limited
- Money Management Team Limited
- Synergy Financial Solutions Ltd
- Muldoon Britton
- Milestone Marketing Group (marketing partner)
- Fylde Office Service Bureau Limited
- Keller Lenkner UK Limited
- PockEx Tax
- Private Client Online (wills) Limited
- Where an external 3rd Party, with whom we are yet to have a relationship, provides a product or service that we do not currently provide ourselves, and:
- Which we reasonably believe would be of benefit to you, and you would reasonably expect to receive
- Is similar/aligned to our organisation and the services we provide,
- It conforms with the Privacy and E-Communication Regulation.
- In this case we would contact you using Legitimate Interest to request specific Consent to share your personal information.
- Where we believe it is necessary to protect or defend our rights, property or the personal safety of our people or visitors to our premises or websites;
- Where required for a proposed sale; reorganisation; transfer; financial arrangement; asset disposal; or any other transaction relating to our business and/or assets held by our organisation.
- Where we outsource support functions of our organisations to trusted partners. The categories of these recipients include:
- Abide by the requirements of all relevant data protection and privacy legislation;
- Treat your information as carefully as we would;
- Only use the information for the purposes it was supplied (and not for their own purposes or the purposes of any other organisation); and
- Allow us to carry out checks to ensure they are doing all these things.
- HM Revenue & Customs: We’re required to disclose certain data with the HMRC.
- Gladstone Brookes were regulated by the Financial Conduct Authority (FCA) from 1st April 2019 to 25th June 2021. For any such regulated services, we may have to disclose small amounts of data with them for auditing purposes.
- There may be other regulators and authorities such as Solicitors and Accountants, acting as processors based in the United Kingdom who require reporting of processing activities in certain circumstances.
Right to Withdraw Consent
- If we are processing your data based on you having given us consent to do so, you have the right to withdraw this consent at any time and we will stop processing your data for that particular activity. To withdraw your consent, please email us at [email protected]
Selling your personal data
Gladstone Brookes may choose to sell your personal data. You have the Right to Object to us selling your personal data at any time and can do so by informing us by telephone, post or email. Where we choose to sell your information, we shall do so in the following circumstances:- Where we have your “Consent” to do so;
- Where we have a “Legitimate Interest” to do so, including;
- Where required for a proposed sale; reorganisation; transfer; financial arrangement; asset disposal; or any other transaction relating to our business and/or assets held by our organisation.
- For the purposes of generating revenue for our business we may sell your data to the categories of industry listed below:
Financial Services |
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Mortgages |
Life Insurance |
Home & Contents Insurance |
Car Insurance |
Legal Services – Conveyancing, Wills, Trusts etc |
Mis-Sold Financial Products |
Banking |
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Financial Products |
Claims Management |
Pre-paid Funeral Plans |
Funeral Plan |
Private Medical Insurance |
Breakdown Cover and Recovery Services |
Travel Insurance |
Other |
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Charities |
Lifestyle |
Mail Order |
Marketing services |
Entertainment, Gaming, Leisure |
Public Sector |
Fast Moving Commercial Goods (FMCG) |
|
Publishing/Media |
Retail & lifestyle |
Gambling and Lotteries |
Travel |
Cosmetic Surgery |
Health and Beauty |
Trace, Asset Repatriation and Debt Collection |
International Personal Data Transfer – Countries & Organisations.
Gladstone Brookes may transfer personal data to countries outside of the UK and/or EEA. Specifically, we use data processors based in South Africa. If data is transferred outside of the EEA, Gladstone Brookes will put in place Standard Contractual Clauses with the Data Controller or Data Processor which contractually obliges them to protect your information to the same standard required by the UK General Data Protection Regulation and Data Protection Act 2018 post 31 December 2020.Personal Data Retention Period
Gladstone Brookes maintains a retention schedule which defines for how long we will store your personal data. We will only store personal data for as long as we have a legitimate need to retain it, either for statutory/legal reasons or because we need the data to be able to provide you with services or for other legitimate business needs. When we no longer need this information, we will anonymise your data and/or dispose of it securely. A copy of our retention schedule is available by request to the DPO.The rights available to individuals in respect of the processing
Unless subject to an exemption under legislation, you have the following rights with respect to your personal data:- Your right of access. You have the right to ask us for copies of your personal information. This right always applies. There are some exemptions, which means you may not always receive all the information we process. You can read more about your Right to Access here . In most cases Gladstone Brookes will not charge for this service however we do have the right to charge an administrative cost should we feel the request is excessive (excessive means that you submit a subject access request multiple times for the same or similar information). Fees will not exceed £50. Information will be provided within 28 calendar days from the day you request it. We will take all reasonable steps to verify your identity before providing you with details of any personal information we may hold about you.
- Your right to rectification. You have the right to ask us to rectify information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete. This right always applies. You can read more about your Right to Rectification here.
- Your right to erasure. You have the right to ask us to erase your personal information in certain circumstances. You can read more about your Right to Erasure here.
- Your right to the restriction of processing. You have the right to ask us to restrict the processing of your information in certain circumstances. You can read more about your Right to the Restriction of Processing here.
- Your right to object to processing. You have the right to object to processing if we are able to process your information because the process forms part of our public task, or is in our legitimate interests. You can read more about your Right to Object to Processing here.
- Your right to data portability. This only applies to information you have given us. You have the right to ask that we transfer the information you gave us from one organisation to another, or give it to you. The right only applies if we are processing information based on your consent or under, or in talks about entering into a contract and the processing is automated. You can read more about your Right to Data Portability here.