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Privacy and Cookies Policy

PRIVACY AND COOKIES POLICY
 
We are Pensions for Purpose Limited, a company registered in England and Wales with company number 13092445 whose registered office is c/o Freeths LLP, Routeco Business Park, Davy Avenue, Knowlhill, Milton Keynes MK5 8HJ. We act as data controller in respect of all personal data we collect via our websites, and about our members.

You can contact us by writing to us as the above address, by emailing Charlotte O’Leary at [email protected].

We are committed to protecting and respecting your privacy.

This policy and any other documents referred to on it sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data, how we will treat it and the cookies that we use.

Our websites are not intended for children and we do not knowingly collect data relating to children.

INFORMATION WE COLLECT FROM YOU

Personal data means any information about an individual from which that person can be identified.

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

  • Identity Data includes first name, last name, any previous names, username or similar identifier and title.
  • Contact Data includes billing address, delivery address, email address and telephone numbers.
  • Financial Data includes bank account details.
  • Transaction Data includes details about payments to and from you and other details of products and services you have purchased from us.
  • Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, device ID and other technology on the devices you use to access these websites.
  • Profile Data includes your username and password, purchases or orders made by you, your interests, preferences, feedback and survey responses. 
  • Usage Data includes information about how you interact with and use our websites, products and services.
  • Marketing and Communications Data includes your preferences in receiving marketing from us and our third parties and your communication preferences.
  • Special Category Data (i.e. dietary information, accessibility requirements).

We also collect, use and share aggregated data such as statistical or demographic data which is not personal data as it does not directly (or indirectly) reveal your identity. For example, we may aggregate individuals' Usage Data to calculate the percentage of users accessing a specific website feature in order to analyse general trends in how users are interacting with our websites to help improve them and our service offering.

HOW IS YOUR PERSONAL DATA COLLECTED?

We use different methods to collect data from and about you including through:

  • Your interactions with us.You may give us your data by filling in forms or by corresponding with us by post, phone, email or otherwise. This includes personal data you provide when you :
    • apply for our products or services (e.g. membership)
    • create and access your account on our websites;
    • subscribe to our service or publications;
    • sign up to an event;
    • request marketing to be sent to you;
    • enter a survey; or
    • give us feedback or contact us.
  • Automated technologies or interactions. As you interact with our websites, we will automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies, server logs and other similar technologies. Please see our cookie policy below for further details.
  • Third parties or publicly available sources. We will receive personal data about you from various third parties as set out below:
  • Technical Data is collected from the following parties:
    • analytics providers as such as Google;
    • advertising networks such as LinkedIn;
    • Contact, Financial and Transaction Data is collected from providers of technical, payment and delivery services such as Xero;
  • Email software providers such as CRM email marketing.

Under GDPR we will ensure that your personal data is processed lawfully, fairly, and transparently, without adversely affecting your rights. We will only process your personal data if at least one of the following basis applies:

a) you have given consent to the processing of your personal data for one or more specific purposes;
b) processing is necessary for the performance of a contract to which you are a party or in order to take steps at the request of you prior to entering into a contract;
c) processing is necessary for compliance with a legal obligation to which we are subject;
d) processing is necessary for the purposes of the legitimate interests pursued by us or by a third party, except where such interests are overridden by the fundamental rights and freedoms of the data subject which require protection of personal data.

USES MADE OF THE INFORMATION

The purposes and reasons for processing your personal data are detailed below:

Purpose of processing

Categories of personal data

Legal basis for processing

To register you for an event,  service your registration once booked and to produce an attendance list.

We may process special category personal data as part of the registration process, including dietary and accessibility requirements.

Identity Data
Contact Data
Marketing and Communications Data
Special Category Data

Performance of a contract

To process your application for a Content or Asset Owner Award, or contacting and publicising details of the judges.

Contact Data
Profile Data

Performance of a contract

To record online events, produce a recording and transcript, which will be shared with participants and published on our websites.

Identity Data

Legitimate interests

To process and deliver a service including: managing payments, fees and charges. To collect and recover money owed to us.

Identity Data
Contact Data
Financial Data
Transaction Data

Performance of a contract

To register and use the Pensions for Purpose websites and online portals, including uploading content.

Identity Data
Contact Data
Profile Data
Technical Data

Consent

To administer and protect our business and websites (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data). 

Identity Data
Contact Data
Technical Data
Usage Data

Legitimate interests

To send you relevant marketing communications and make personalised suggestions and recommendations to you about services that may be of interest to you.

Identity Data
Contact Data
Profile Data
Technical Data
Usage Data
Marketing and Communications Data

Consent

To administer content submissions for the Knowledge Centre and to notify you when an article has been published on our marketing channels.

Identity Data
Contact Data

Performance of a contract

To administer a sponsorship agreement.

Identity Data
Contact Data

Performance of a contract

To register you as a new member or to renew your membership, or to help service your membership once active.

Identity Data
Contact Data
Transaction Data

Performance of a contract

To manage our relationship including:
Notifying you about changes to our membership terms and conditions.

Identity Data
Contact Data
Profile Data
Marketing and Communications Data

Legal obligation

To manage our relationship with you which will include notifying you about changes to our terms or privacy policy.

Identification data
Contact data
Profile data
Marketing and communications data

Legal obligation

To promote membership and services to non-members who have registered for our mailing list .

Identity Data
Contact Data
Marketing and Communications Data

Consent

To recruit and manage the relationship with our Board, Advisory Group, Community Partners, Ecosystem Partners, Ecosystem Supporters or Community Interest Groups.

Identity Data
Contact Data
Marketing and Communications Data

Performance of a contract

To enable you to partake in surveys.

Identity Data
Contact Data
Technical Data

Profile Data
Usage Data

Consent

To conduct, review and publish Impact Lens research.

Identity Data
Contact Data
Profile Data

Performance of a contract

To administer podcasts.

Identity Data
Contact Data
Technical Data
Usage Data

Performance of a contract

To enable you to Adopt or Support the Impact Investing Principles for Pensions.

Identity Data
Contact Data

Performance of a contract

To support the ongoing development of our members and delivery of our training programme.

Identity Data
Contact Data
Profile Data

Performance of a contract


DISCLOSURE OF YOUR INFORMATION

You agree that we have the right to share your personal information with:

  • Any member of our group, which means our subsidiaries, our ultimate holding company and its subsidiaries, as defined in section 1159 of the UK Companies Act 2006 where necessary in order to provide our service to you (for instance where your personal data is stored shared IT systems).
  • Selected third parties (as set out below), namely business partners, suppliers and sub-contractors where they are acting solely on our behalf (known as data processors), including our:
    • analytical, press and marketing service provider;
    • artificial intelligence meeting tool
    • CRM provider;
    • email and collaboration technology;
    • event hosting platform.
    • external consultants;
    • finance system;
    • legal service provider;
    • outsourced finance function;
    • payment processing platform;
    • podcast hosting platform;
    • software and IT partners;
    • video hosting platform;
    • Virtual Assistant;
    • website designers.

We will disclose your personal information to third parties:

  • Where necessary to enable us to provide our services we provide event attendance lists to our partners and sponsors of events (email addresses and contact information are not provided unless consent has been given).
  • In the event that we sell or buy any business or assets, in which case we will disclose your personal data to the prospective seller or buyer of such business or assets for the purposes of carrying out due diligence.
  • If we or substantially all of our assets are acquired by a third party, in which case personal data held by it about its customers will be one of the transferred assets.
  • If we are under a duty to disclose or share your personal data in order to comply with any legal obligation, in relation to a dispute with you, or for purposes of fraud prevention or carrying out credit checks.

Where any of your data is required for such a purpose, we will take all reasonable steps to ensure that your data will be handled safely, securely, and in accordance with your rights, our obligations, and the obligations of the third party under GDPR and the law.

WHERE WE STORE YOUR PERSONAL DATA

We may transfer your collected data to storage outside the European Economic Area (EEA). It may be processed outside the EEA to fulfil your order and deal with payment. Where we do so, we will do it in compliance with data protection law.

All information you provide to us is stored on our host providers' secure servers. Where we have given you (or where you have chosen) a password which enables you to access certain parts of our site, you are responsible for keeping this password confidential. We ask you not to share a password with anyone.

Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

We only keep your personal data for as long as we need to in order to use it as described above, and/or for as long as we have your permission to keep it. In any event, we will conduct an annual review to ascertain whether we need to keep your personal data. Your personal data will be deleted if we no longer need it.

YOUR RIGHTS

If you change your mind and decide that you no longer want us to process your personal data for marketing purposes please contact us.

Under the GDPR, you have the right to:

  • request access to, or correction of, your personal data held by us at no cost to you;
  • request that we delete your personal data, but only in certain circumstances;
  • request that your personal data be transferred to another person (data portability);
  • be informed of what data processing is taking place;
  • restrict processing;
  • to object to processing of your personal data; and
  • complain to a supervisory authority, which in the case of the UK is the Information Commissioner’s office (https://ico.org.uk/).

RELATIONSHIP WITH OTHER WEBSITES

Our site may, from time to time, contain links to and from the websites of our members and other third parties. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

COOKIES POLICY

Our websites use cookies to distinguish you from their other users. This helps us to provide you with a good experience when you browse our websites and also allows us to improve our sites.

A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your computer.

We use the following cookies:

  • Strictly necessary cookies. These are cookies that are required for the operation of our website. They include, for example, cookies that enable you to log into secure areas of our website, or make use of e-billing services.
  • Analytical/performance cookies. They allow us to recognise and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily. We only use these where your consent to us doing so.
  • Functionality cookies. These are used to recognise you when you return to our website. This enables us to personalise our content for you, greet you and remember your preferences (for example, your choice of language or region).  We only use these where your consent to us doing so.

We place the following cookies on our websites:

Cookie

Type (see above)

Purpose

PHPSESSID

Strictly necessary

Session cookie, used to allow you to login to our site etc.

X-ZE-SITE-SESSIONID

Strictly necessary

For account and session management

_ga, _gid,

_gat_gtag_UA_107708330_1

Analytical cookie

Used by our analytics provider, Google, to record details about your usage of our site.

GatedAccess

Functionality cookie

User cookie, used to avoid users having to repeatedly fill in a form they have already submitted. 

tvGatedAccess

Functionality cookie

User cookie, used to avoid users having to repeatedly fill in a form they have already submitted. 

ATTENDEE_CHECK_IN_FAILED

Functionality cookie

Used to show error message to user

FEDERATED_LOGIN_HAS_NO_TICKET

Functionality cookie

For account and session management

bs-last-digest-expired

Functionality cookie

For account and session management

bs-last-digest-type-expired

Functionality cookie

For account and session management


Most computer and some mobile web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can prevent the setting of cookies by adjusting the settings on your browser. Please note however, that by blocking or deleting cookies you may not be able to take full advantage of the site. For more information on how to block cookies using your browser or device settings, please see the ICO’s cookie guidance for individuals available at https://ico.org.uk/your-data-matters/online/cookies.

Except for essential cookies, all cookies will expire after 90 days.

CHANGES TO THIS POLICY

We’ll amend this privacy policy from time to time to ensure it remains up-to-date and accurately reflects how and why we use your personal data. The current version of our privacy policy will always be posted on our website.

This privacy policy was last updated on 01/04/2025.