Privacy Statement

Gillmor Pensions and Investments Ltd.

The Company’s name is Gillmor Pensions and Investments Ltd. t/a Gillmor Pensions and Investments, 39 Woodbine Road, Blackrock, Co. Dublin. Telephone number 01-2693167 and email hello@gillmor.ie The website is www.gillmor.ie.

The Data Protection Officer is Stephen Gillmor of the same address, email stephen@gillmor.ie.

We hold the following data on file in most cases.

Name of client, date of birth and home address

Length of time we hold this data for
As long as client remains a client and for six years thereafter.

Business need for the data
Need to contact client re ongoing business dealings

Requirement to hold this data
Issues arising with policies, updating clients, fund changes etc.

Client phone number and email address

Length of time we hold this data for
As long as client remains a client and for six years thereafter.

Business need for the data
Need to contact client re ongoing business dealings

Requirement to hold this data
Issues arising with policies, updating clients, fund changes etc.

Client PPS number

Length of time we hold this data for
As long as client remains a client and for six years thereafter.

Business need for the data
Required for pension purposes, usually annually. Also used for ID purposes.

Requirement to hold this data
For claiming tax relief and a requirement of third party companies and also anti Money laundering requirements.

Asset and income information

Length of time we hold this data for
As long as client remains a client and for six years thereafter.

Business need for the data
To provide appropriate advice

Requirement to hold this data
Consumer protection Code etc requires we have relevant information to advise correctly and completely

Health information

Length of time we hold this data for
As long as client remains a client, or particular piece of business ceases, and for six years thereafter.

Business need for the data
Data required to provide reason and background to third party companies we deal with on behalf of our clients

Requirement to hold this data
Consumer protection Code etc requires we have relevant information to advise correctly and completely

Bank account details

Length of time we hold this data for
As long as relevant business remains in force and client remains a client.

Business need for the data
Convenient to have to hand in the event of group cases where new members join from time to time. Not necessary to hold for all cases so we will delete as we find old data

Requirement to hold this data
Not always a requirement

Dependants details

Length of time we hold this data for
As long as client remains a client and for six years thereafter.

Business need for the data
As evidence to provide relevant advice

Requirement to hold this data
Consumer protection Code etc requires we have relevant information to advise correctly and completely

 

The recipients or categories of recipients to whom data is shared/disclosed; This data may be used in our dealings with insurance companies and investment companies on your behalf. They are not shared or sold to any other third party or used for the purposes of mass marketing or mailing lists.

You have the right to access this information, correct or delete such information as you see fit. Please request a copy of the data we hold for you if you wish to review it for accuracy and completeness. This information will be made available to you on the receipt of a written request by you.

Where you have given consent for us to hold this data, please note you may withhold this consent at any time by writing to the Data Protection Officer.

You can complain to the Data Protection Commissioner, Canal House, Station Road, Portarlington, R32 AP23 Co. Laois should you feel your rights have been infringed or you have a complaint regarding the data held by GPI or its use or your access to it.

We do not nor do we intend to, use any automated decision making, profiling tools in relation to you or your data

We will provide whatever data we are required to provide you with at the receipt of any such request in writing from you. In the event we do not do so, you are entitled to complain as per point number 7 above.

All of the data we hold is held as securely as practicable with passwords, encryption and other methods to ensure the safety of your data.

May 2018