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Protectionhelp Legacy Planning

Privacy Notice

How we collect, use and protect your personal information. Your rights under UK data protection law.

Member of the Institute of Professional Willwriters. APS Legal & Associates complies with the Trading Standards Institute Approved IPW Code of Practice.

Who we are (data controller)

Protectionhelp (a trading style of Pensionhelp Limited). Registered office: 18–22 Lloyd Street, Manchester, M2 5WA. Contact: enquiries@protectionhelp.co.uk, 0161 831 5533.

What data we collect

Contact details, information about your family and estate planning needs, and other details you provide during consultations and via our website forms. For regulated financial advice (e.g., PMI), information is handled by a suitably authorised adviser at Pensionhelp Limited.

How we use your data

To respond to your enquiries, provide and manage our services (including document drafting on behalf of APS Legal & Associates Ltd), manage appointments, and keep appropriate records. If you opt‑in, we may also send you information about related products and services. You can withdraw consent at any time.

Lawful bases

We primarily rely on contract (to provide services you request), legitimate interests (to operate and improve our services), and consent (for marketing communications).

Sharing your data

We may share data with APS Legal & Associates Ltd for drafting and with Pensionhelp Limited where regulated advice is required. We may also share with service providers who support our operations (e.g., secure storage, IT providers). We do not sell your data.

How long we keep it

We retain records for as long as necessary to provide services and meet legal/regulatory obligations. Retention periods vary depending on the type of record.

Your rights

You have rights to access, correct, erase, restrict or object to processing, and to data portability. You also have the right to complain to the ICO. Contact us first so we can help.

Contact about privacy

Email enquiries@protectionhelp.co.uk or call 0161 831 5533. We aim to respond promptly.

This notice provides a summary. We may update it from time to time. The latest version will always be posted on this page.