Privacy policy

This privacy policy sets out how Corporate Benefits Consulting Ltd (“Corporate Benefits”) uses and protects any information that you give Corporate Benefits.

Corporate Benefits may change this policy from time to time by updating this page. You should check from time to time to ensure that you are happy with any changes. This policy is effective from May 2018.

What we collect?

We may collect the following information:

  • name and job title
  • contact information including email address
  • demographic information such as postcode, preferences and interests
  • Date of birth, gender and nationality
  • Details of family members
  • Details of your  income and expenditure
  • Your assets and liabilities
  • Your employment status
  • Information about your health
  • Details of your pension plans

What is the source of the personal information?

We’ll collect personal information from the following general sources:

  • From you directly
  • Information generated about you when you use our products or services
  • From other sources such as tracing agents or organisations used to assist in the prevention and detection of crime
  • From another intermediary or introducer

What we do with the information we gather?

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

  • Assessing the type of product that would be suitable for you
  • Managing the product or service you have with us
  • Updating your records
  • We may use the information to improve our products and services
  • To follow guidance and best practice under the rules of governmental and regulatory bodies
  • For management and auditing of our business operations including accounting
  • For analysis and developing statistics
  • We may periodically send promotional emails about new products, special offers or other information which we think you may find interesting
  • To share information with business partners or service providers
  • To comply with legal and regulatory obligations

What are the legal grounds for our processing of your personal information?

We rely on the following legal bases to use you personal data:

  • Where it is needed to provide you with our products and services such as in assessing the market for a product and/or service that is suitable based on your personal needs and circumstances.
  • Where it is in our legitimate interests to do so such as to manage your products and services and update your records.
  • To comply with our legal obligations
  • With your consent or explicit consent for some direct marketing communications or for some of our processing of special categories of personal data such as about your health.

When do we share your personal information with other organisations?

We may share information with the following third parties for the purposes listed above:

  • Any of our group companies
  • Product providers/banks/building societies who are part of providing your products and services
  • Governmental and regulatory bodies such as HMRC, the Financial Conduct Authority or the Information Commissioner’s Office
  • Other organisations who provide services such as back up, IT software and document storage providers
  • Credit and identity check agencies for ID verification and credit reference checks

Is your personal information transferred outside the European Economic Area (EEA)?

Sometimes your personal information may be transferred outside of the EEA. If it does so, we’ll make sure that suitable safeguards are in place, for example by using approved contractual agreements.


We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Your rights under data protection laws

Here is a list of the rights individuals have under data protection laws:

  • The right to be informed about the processing of your personal information
  • The right to have your personal information corrected if inaccurate or if incomplete
  • The right to object to processing of your personal information
  • The right to restrict processing of your personal information
  • The right to have your personal information erased
  • The right to request access to your personal information
  • The right to move, copy or transfer your personal information
  • Rights in relation to automated decision making

You have the right to complain to the Information Commissioner’s Office which enforces data protection laws at You can also contact us using the details below.

Where we are relying upon your consent to process personal data you can withdraw this consent at any time by contacting us.

For how long is your personal information retained by us?

We’ll hold your personal information based on the following criteria:

  • For as long as we have reasonable business needs such as managing our relationship with you;
  • For as long as we provide products and services to you or someone could bring a claim against us; and/or
  • Retention periods in line with legal and regulatory requirements or guidance.

Controlling your personal information

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

Contact us

If you have any questions about this privacy policy or if you wish to exercise your rights, you can contact us at:

Data Protection Officer
Corporate Benefits Consulting Ltd
8 Sandyford Place
G3 7NB

Email: [email protected]