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Pension Planningservices

Privacy & legal.

The important details about who we are, how we're regulated, and how we look after your information.

Who we are

This website is operated by Sweetland Associates Ltd, trading as Pension Planning Services, registered in England & Wales under company registration number 4689304. Our registered office is at 107 Stow Hill, Newport, South Wales, NP20 4ED, and our trading office is at Cathedral Chambers, 107 Stow Hill, Newport, South Wales, NP20 4ED.

Sweetland Associates Ltd, trading as Pension Planning Services, is authorised and regulated by the Financial Conduct Authority (FCA), register reference 744333. You can verify our authorisation on the FCA's register at register.fca.org.uk.

The advice we provide

The information on this website is intended to provide a general overview of our services and is not personal financial advice or a recommendation to take any particular course of action. Any advice we give you will follow a full assessment of your individual circumstances.

The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the United Kingdom.

The value of investments and any income from them can fall as well as rise and you may get back less than you invested. Past performance is not a reliable indicator of future results.

Privacy & how we use your data

Sweetland Associates Ltd, trading as Pension Planning Services, is the data controller for the personal data we collect through this website. We are committed to protecting your privacy and handling your personal data fairly, lawfully and transparently, in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

When you contact us through this website, we collect the information you provide, such as your name, email address, phone number and the details of your enquiry, solely to respond to you and, where you ask us to, to provide our services. Our lawful basis for processing this information is your consent and, where you become a client, the performance of our contract with you and compliance with our legal and regulatory obligations.

To receive and handle enquiries sent through this website, we use Brevo (Sendinblue SAS) as our email and communications provider, acting as a data processor on our behalf under a written agreement. Your enquiry details are transmitted to and processed by Brevo for this purpose. Brevo is based in the European Union; where any personal data is transferred outside the UK, it is protected by appropriate safeguards such as UK adequacy regulations or standard contractual clauses.

  • We will only use your information for the purpose for which you provided it.
  • We will not sell your personal data, and we will only share it with the processors described above or where necessary to provide our services or to meet a legal or regulatory requirement.
  • We retain your information for as long as needed to provide our services and, once our relationship ends, for a minimum of six years to meet our regulatory and record-keeping obligations, after which it is securely deleted.
  • You have the right to access, correct, or request deletion of your personal data, and to withdraw consent at any time.

Cookies & similar technologies

This website sets no advertising cookies and no cross-site tracking cookies. In fact, in normal use it sets no cookies at all. It does use two other kinds of technology covered by the same rules: privacy-focused analytics, and third-party content that you choose to load. Both are described below.

To understand how our website is used, we use Plausible, a privacy-focused analytics tool that we host ourselves at analytics.webcardiff.co.uk. It sets no cookies, stores nothing on your device, collects no personal data and does not track you across other websites. It records only anonymous, aggregated information such as page views, referring site and country-level location. Because it stores no information on your device and cannot identify you, it does not require your consent; we tell you about it here so you know it is there.

Our video guides and our location map are provided by third parties. These are switched off until you allow them, either by accepting in the cookie banner or by clicking to load an individual video or map. Until you do, nothing is requested from those third parties and nothing of theirs reaches your device.

The video guides are delivered by AdviserStudio, which hosts the video with Bunny Stream (BunnyWay d.o.o.). When you choose to load a video, the AdviserStudio component itself sets no cookies and reports only anonymous, aggregate counts, such as that a particular video was played or watched to a given point on a given day, with no identifiers and no IP address stored. The Bunny Stream player sets no cookies either, but it does store two small items in your browser's local storage under its own domain: a cached copy of the player's icons, and your chosen playback quality. Loading the player also contacts Bunny's content delivery, performance-monitoring and edge-routing servers, which will receive your IP address as a necessary part of delivering the video.

Our location map is provided by Google Maps. If you choose to load it, Google will receive your IP address and may set its own cookies or store data on your device under Google's own terms. You can find our address and a directions link on the contact page without loading the map at all.

The only thing we store on your device ourselves is a record of the choice you make about the above, kept in your browser's local storage so we do not have to ask again on every page. It contains no personal data and is not shared with anyone.

  • Strictly necessary: a single local storage entry remembering your cookie choice. No consent required.
  • Analytics: Plausible, self-hosted, cookieless and anonymous. No consent required, disclosed here for transparency.
  • Video: AdviserStudio and Bunny Stream. Two local storage items and contact with Bunny's servers. Off until you allow it.
  • Maps: Google Maps. Cookies and device storage under Google's own terms. Off until you allow it.
  • Advertising and cross-site tracking: none, ever.

Changing your cookie choices

You can change your mind at any time. Select 'Cookie preferences' at the foot of any page to allow or reject third-party content, and your new choice takes effect immediately. Withdrawing permission is exactly as easy as giving it.

You can also clear or block cookies and local storage through your browser settings, and you can use this website with all third-party content switched off. The only effect is that the video guides and the interactive map will not load until you ask them to.

Your rights & the ICO

You have rights over the personal data we hold about you, including the right to be informed, to access, to rectification, to erasure, to restrict processing, to data portability and to object. To exercise any of these rights, please contact us using the details below.

If you have a concern about how we have handled your personal data, you have the right to complain to the Information Commissioner's Office (ICO), the UK's data protection regulator, at ico.org.uk.

Complaints

We aim to provide the highest standard of service, but if you are ever unhappy we want to know. Please contact us in the first instance; we will acknowledge your complaint promptly and do everything we can to put things right.

If we cannot resolve your complaint within eight weeks, or if you are unhappy with our final response, you may be entitled to refer it to the Financial Ombudsman Service, a free and independent body that settles disputes, at financial-ombudsman.org.uk. You normally have six months from the date of our final response in which to do so.

If we are unable to meet our obligations to you, you may be entitled to compensation from the Financial Services Compensation Scheme (FSCS). The level of cover depends on the type of business and the limits that apply at the time; further information is available at fscs.org.uk.

Contact

If you have any questions about this notice, our use of your data, or our services, please contact us by post at Cathedral Chambers, 107 Stow Hill, Newport, NP20 4ED, by telephone on 01633 246246, or by email at [email protected].