Contact information
Such as your name, email address, and the details you share with us directly.
Privacy Policy.
serenely-echo is committed to protecting your privacy. This policy explains how we collect, use, and safeguard personal information when you interact with our pension planning services.
Effective date
This policy was last updated on 17 April 2026.
Information we collect.
Pension-related details
Information about pension schemes, retirement goals, and financial timelines.
Website usage
Anonymous analytics data that helps us improve the site experience.
How we use your data.
Service delivery
To provide pension reviews, recommendations, and ongoing planning support.
Communication
To respond to enquiries, schedule consultations, and share planning materials.
Compliance
To meet regulatory obligations and maintain accurate records.
Legal basis for processing.
We rely on the following lawful bases under UK GDPR:
Contractual necessity
Processing required to deliver the services you request.
Legitimate interest
Maintaining business operations and improving our guidance methods.
Legal obligation
Compliance with regulatory and reporting requirements.
Data retention.
We keep personal data only for as long as necessary to deliver services and meet legal requirements. Retention periods vary based on the type of information and the nature of the advisory relationship.
Your rights.
Access and correction
You can request a copy of your data or ask us to correct inaccuracies.
Erasure and restriction
In certain cases, you can ask us to delete or limit processing of your data.
Objection
You can object to processing where legitimate interest is used as the basis.