Privacy Policy
1. Who We Are
expatpensionreview.com (“we,” “our,” or “us”) provides a lead introduction service that connects individuals seeking pension reviews with fully regulated, chartered financial planners. We do not provide financial advice ourselves.
2. How We Use Your Information
When you submit your details through our website, we collect the following information:
Personal Details: Full name, email, phone number
Pension-Related Information: Your current SIPP provider and investment concerns, plus further information (if provided)
Why We Collect This Data:
To connect you with a qualified financial planner for a pension review.
To ensure you receive relevant expert insights on your pension.
To maintain GDPR compliance and transparency in handling your information.
We do not sell or share your data with any other third parties.
3. Who We Share Your Information With
Your details are only passed to a fully regulated, chartered financial planner who will conduct your pension review. These planners are:
- UK RDR Compliant
- Regulated in their jurisdictions
- Certified by industry-leading bodies
We do not store your data for marketing purposes. Once your details are passed to a financial planner, they handle your inquiry under their own privacy policies.
4. Your Rights Under GDPR
As a resident of the UK or the European Economic Area (EEA), you have rights over your data:
Access & Correction: You can request a copy of your data or ask us to correct inaccuracies.
Right to Deletion: You can request that we delete your information from our records.
Data Restriction: You can ask us to stop processing your data if you have concerns.
Right to Withdraw Consent: You can opt out at any time by contacting us.
To exercise these rights, please complete a form requesting this.
5. Data Security & Retention
We use industry-standard security measures to protect your data. We retain your information only until it has been passed to the financial planner, after which it is deleted from our records.
6. Cookies & Tracking
Our website may use cookies to improve user experience. You can disable cookies in your browser settings.
7. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, you can contact us via the form on the website.