Privacy Policy

Your privacy is important to us. This notice applies to visitors to this website.
Please contact us if you have any questions about our privacy practices.
You can contact us at 
What information do we collect and why?
We collect data when a visitor to the website completes the contact form. 
We use this data to respond to requests for information about The Financial Wellbeing Pulse. This data is automatically forwarded and stored in our secure email service. We have a legal basis to store this information in order to respond to requests. We do not share your contact information with third parties other than the named organisations that set up and operate the Financial Wellbeing Pulse – see 
The data we collect is Name, Email and optional details about the firm, e.g. name and size.  We will retain such data for the time necessary to respond and manage the initial enquiry, but not more than 12 months. You have the right to withdraw or amend your data at any point by requesting this in writing by emailing us at 
We also use Google Analytics (GA) to collect anonymous data about the number of visitors to this website and their activity on the website. GA stores temporary cookies on the visitor’s device to provide us with a report on website activity. You have the ability to block cookies on your browser if you so wish (search ‘help on cookies’ on your browser settings) but this may limit certain features of this website.
This notice may be updated from time to time to reflect new features on the website.
Published February 2024