Privacy Policy

In order to provide the services outlined, we need to collect personal information about you. We acknowledge and understand the nature and sensitivity of your personal information and are committed to maintaining your privacy. (It may also be a requirement to obtain personal information about your spouse, dependents and any other interested parties.)

What information do we collect?

We collect information about your pension benefits held within United Kingdom schemes that will ordinarily be capable of identifying you. Primarily the information is needed to allow us to provide the services agreed upon. Your information may include but is not limited to your name, address, and financial situation.

We will take all reasonable steps to collect the information from you alone. However it may be necessary to obtain information about you from a third party, in which case we will obtain your consent. We may also obtain information about you by virtue of you accessing our websites. Information will be collected by lawful means and we will inform you why the information is necessary.

In your dealings with us, we will take reasonable steps to maintain the currency, accuracy and completeness of your information. Please contact us should you believe the information we hold about you is not accurate or current.

What we do with your information

The purpose for which we collect information about you will be disclosed to you and the information will be used for that agreed purpose, or if required or permitted by law. It may sometimes be needed to use the information for an additional but related purpose and we will obtain your consent to do so.

In the course of providing the agreed services to you it will be necessary to share your information with Genesys Wealth Advisers, and may be necessary to provide your information to third parties. You will be notified of this event and we will endeavour to ensure the recipient will be bound by and committed to maintaining your privacy.

IMPORTANT: This information has been prepared without taking into account your objectives, financial situation or needs. Before acting seek professional advice. Things you should know. © Pension Transfers Direct (PTD). PTD is a Corporate Authorised Representative of Genesys Wealth Advisers AFSL No. 232686.