Effective date: 10 May 2018
PS Independent Trustees Limited and HR Trustees Limited (we, us or our) know that you care how your information is used and shared and we appreciate your trust in us to do that carefully and sensibly. Your privacy is important to us and we are committed to protecting and respecting your privacy.
Who we are
We are PS Independent Trustees Limited, trading as PSIT, PS Independent Trustees and PSIT Secretarial Services, and HR Trustees Limited, trading as HR Trustees, and we are the Controller. We are part of the Punter Southall Group and our business contact details are:
Registered office: 11 Strand, London, WC2N 5HR
Telephone: 0845 313 0024 / 0203 327 5000
The contact details of our Data Protection Officer are:
Name: Richard Garmon-Jones
Address: 11 Strand, London WC2N 5HR
Telephone: 020 3327 5182
Personal data we collect
The specific types of personal information we may collect and use about you will depend upon your use of our website facilities, services or products, how you use them and the information you choose to provide.
The types of information we collect directly from you are:
Required fields on our online forms are your name, job title, organisation name and your email address. Your telephone number and address are not required. If you do not fill in the required fields you will not be able to submit the form.
The types of information we collect from you automatically are:
We may aggregate and/or anonymise any personal information collected through the facilities, services or products offered so that such information can no longer be linked to you or your device. We may use this information for any purpose and may share this data with our third parties.
Please note we need certain types of information so that we can provide the website facilities, services and products to you. If you do not provide us with such information, you may no longer be able to access or use our services or products.
Personal data we obtain from third parties
We obtain information about you from other sources some that are publically available such as Companies House. We also procure data from third parties including Pension Funds Online and others who sell lists compiled for marketing purposes. We obtain the following categories of data:
From Pension Funds Online we also obtain details regarding your pension scheme including scheme type, size (membership and assets) and adviser names.
Why we collect and use your personal data
We, or our data processors, use your information for various purposes depending on the types of information we have collected from and about you and the specific facilities, services or products you use. In particular, we collect your information for the following purposes:
The legal bases for using your information are as follows:
Who we share your personal data with
Where we process your personal data outside the EU
It is not intended that your information be transferred outside the European Economic Area (EEA) but, if it is, Model Clauses or other mechanisms approved by the European Commission will be put in place prior to us processing your information. Where required we will also obtain your consent.
You can obtain also further information regarding the mechanisms used to safeguard your data by contacting our team or Data Protection Officer at the contact details listed above.
How long we will keep your personal data
Cookies and similar technologies
When we collect information automatically, as stated above, we and our service providers use internet server logs, cookies, tags, SDKs, tracking pixels and other similar tracking technologies. We use these technologies in order to offer you a more tailored experience in the future by understanding and remembering your particular browsing preferences and understanding how visitors are using our site. We also use them to help develop our products, services and business.
For more information on the cookies we use, the purposes for which we use them and how you can control them please refer to our cookies policy .
Marketing and research
You have choices when it comes to receiving marketing communications and taking part in market research. We will send you relevant news about our opinions, products and services in a number of ways including by email. We always aim to tailor the information we send to each individual to make it as relevant and useful as possible. When you make an enquiry, register for an event or download content of value via our website, we will direct you to a preference centre where you can tell us what types of information you’d like to receive (or opt out completely). You can change your marketing choices at any time online, over the phone or in writing.
We would also like to hear your views to help us understand the environment we are working on and improve our services and products, so we may contact you for research purposes. You always have the choice about whether to take part in our any of our surveys.
Our website may provide links to other third party web sites. Even if the third party is affiliated with us through a business partnership or otherwise, we are not responsible for the privacy policies or practices or the content of such external links. These links are provided to you for convenience purposes only and you access them at your own risk.
How to access and control your personal data - Your rights
You have certain rights with respect to your information which are summarised below. Some of the rights are complex therefore, not all details are included in the summary:
If you would like to exercise any of your rights mentioned above, you can do so by writing or emailing our Data Protection Officer or the PSIT/HR Trustees team at the address detailed above.
You can choose to opt out of receiving information from us at any time in the following ways:
Please note: Opting out will not affect the lawfulness of processing prior to your opt-out.
Your right to make a complaint
If you have a complaint about the way we process your personal data or think that we have not complied with your rights, you can make a complaint to:
Address: The Information Commissioners Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Telephone: 0303 123 1113 or 01625 545745
Fax: 01625 524510
Changes to this policy