Last Updated: 22.02.2026
PensionFinderUK Ltd is committed to protecting your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
PensionFinderUK Ltd is a private limited company registered in England and Wales.
Company Registration Number: 17034905
Registered Office: International House, 10 Churchill Way, Cardiff, United Kingdom, CF10 2HE
Email: help@pensionfinderuk.com
Telephone: 07785 602661
For the purposes of data protection law, PensionFinderUK Ltd is the data controller of your personal information.
Throughout this policy, “we”, “us” and “our” refer to PensionFinderUK Ltd.
We may collect and process the following categories of personal data:
Including, but not limited to:
Full name
Address
Telephone number
Email address
Date of birth
National Insurance number (where required for pension tracing)
Where relevant to the services provided:
Employment history relevant to pension tracing
Pension provider names
Policy or reference numbers
Scheme details
Pension statements and related documentation
For payment and administration purposes:
Bank details for payment of fees
Payment transaction records
Copies of identification documents where required for verification
Notes of meetings
Written summaries
Email correspondence
Telephone records
We only collect information that is necessary and relevant to the services we provide.
We use your personal data to:
Provide pension tracing services
Deliver pension statement education sessions
Provide savings education and guidance sessions
Assist with bereavement pension support
Prepare written summaries
Manage bookings and payments
Respond to enquiries and complaints
Refer you to an FCA authorised Independent Financial Adviser (with your explicit consent)
Comply with legal and regulatory obligations
PensionFinderUK Ltd does not provide regulated financial advice.
Under UK GDPR, we rely on the following lawful bases:
Where processing is necessary to deliver the services you have requested.
Where processing is necessary for our legitimate business interests, including:
Tracing pension arrangements
Maintaining client records
Business administration
Fraud prevention
We ensure these interests do not override your rights.
Where we rely on consent (for example, marketing communications or adviser referrals), you may withdraw consent at any time.
Where we are required to retain information for tax or regulatory purposes.
We may share your personal data with:
Pension providers (for tracing purposes)
FCA authorised Independent Financial Advisers (with your explicit consent)
HMRC or regulatory authorities where legally required
Professional advisers (e.g., accountants, legal advisers)
Secure IT and hosting providers
We do not sell your personal data.
We do not routinely transfer personal data outside the United Kingdom.
If any data is processed outside the UK (for example via secure cloud services), appropriate safeguards will be in place in accordance with UK GDPR.
PensionFinderUK Ltd takes appropriate technical and organisational measures to protect your personal data, including:
Secure password-protected systems
Restricted access to authorised individuals only
Encrypted devices where appropriate
Secure storage of physical documentation
Secure disposal of records
We retain personal data as follows:
Client service records: 6 years from the end of the client relationship
Financial records and invoices: 6 years (HMRC compliance)
Complaints records: 6 years
Marketing records: Until consent is withdrawn
After these periods, data will be securely deleted or destroyed.
Under UK GDPR, you have the right to:
Access your personal data
Request correction of inaccurate data
Request erasure (where applicable)
Restrict processing
Object to processing
Data portability
Withdraw consent (where applicable)
To exercise your rights, please contact us using the details above. We will respond within one month.
We will only send marketing communications where you have provided consent. You may withdraw consent at any time by contacting us.
If you are unhappy with how we use your personal data, please contact us in the first instance:
Email: help@pensionfinderuk.com
Registered Office: International House, 10 Churchill Way, Cardiff, United Kingdom, CF10 2HE
You also have the right to complain to:
Information Commissioner’s Office (ICO)
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Telephone: 0303 123 1113
Website: www.ico.org.uk