Legal notice

Terms and Conditions of using this website:


1. Decisions should not be based solely on the content of this website. Users are encouraged to consult with professional advisors at The Pension House Co Ltd for advice. In the event of dispute all matters will be subject to the jurisdiction of English courts. This disclaimer and all terms and conditions on this site are governed by and to be construed in accordance with the laws of England and Wales.

2. The content is aimed at UK residents only and afforded for as general guidelines. Your use of information from this website is entirely at your own risk for which we are not liable. The content of the pages of the website are subject to change without notice as are regulations, levels and bases of taxation. Our website may contain links to other websites. The Pension House is not responsible for the content of any external links


3. The name “The Pension House” and the Pension House logo are copyright and owned by The Pension House Co Ltd. The website material is also owned by The Pension House Co Ltd.

4. The name “Pension House” ®, “The Pension House” ® and the logo pension house logo

®, are the trade marks of The Pension House Company Ltd. No other organization involved in Financial Services or Marketing are permitted to use this signage.

5. The website material is owned by us and includes, but is not limited to the design, layout, look, appearance and graphics. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.


Criminal Activity

Be aware that criminals target financial service providers and will and do impersonate advisers. Ensure you are dealing with The Pension House Co Ltd. Our landline number is: 01604 588293 and our email address is: We never contact clients by text message and never use premium rate numbers. If you have been contacted in this way, you have NOT been contacted genuinely by The Pension House Co Ltd that is regulated and authorised to provide advice.

Take care at all times when providing private financial information to ensure that you are talking directly to us and not someone impersonating us. For the avoidance of doubt the genuine Pension House will NEVER contact you by cold calling. Cold Calling is not only by telephone. Cold Calling is also being contacted by a stranger via social media such as LinkedIn.

We NEVER collect “Electronic Signatures”; we will only ask for ‘wet’ signatures. It may be possible for Electronic Signatures to be placed onto other important documents that you might not have intended to sign. Be aware if you have been asked to sign a ‘letter of authority’ asking for an Electronic Signature, you have NOT been contacted by the genuine ‘Pension House’ that is authorised and regulated.


The Pension House Company Limited are appointed representatives of The Tavistock Partnership Ltd. The Tavistock Partnership Ltd is a wholly owned subsidiary of Tavistock Investments PLC.

This privacy notice explains how we use any personal information we collect about you.

What information do we collect about you?

We collect information about you when you engage us for financial planning and or mortgage advice and investment management services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.

We may also collect information when you voluntarily complete client surveys or provide feedback to us.

Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We’ll use your information collected from the website to personalise your repeat visits to the site. 

Why do we need to collect and use your personal data?

The primary legal basis that we intend to use for the processing of your data is for the performance of our agreement and the delivery of our services to you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we’d also be unable to fulfil our legal and regulatory obligations.

Where special category data is required we’ll obtain your explicit consent in order to collect and process this information.

How will we use the information about you?

We collect information about you in order to provide you with the services for which you engage us.

Who might we share your information with?

We won’t share your information for marketing purposes.

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.

Where third parties are involved in processing your data we’ll have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.

Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit.

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.

How long do we keep hold of your information?

In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we’re subject to regulatory requirements to retain data for specified minimum periods. Given the long-term nature of many of the financial instruments that we may recommend, we also reserve the right to retain data for longer than this in case any information is needed in the future. In any case, we’ll not retain your personal data for longer than required.

You have the right to request deletion of your personal data. We’ll comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.

How can I access the information you hold about me?

You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information please email or write to us using the contact details noted below.

When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.

We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.


We’d like to send you information about our products and services which may be of interest to you. If you’ve agreed to receive marketing information, you may opt out at a later date.

You have a right at any time to stop us from contacting you for marketing purposes or giving your information to other members of the group. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.


We use cookies to track visitor use of the website and to compile statistical reports on website activity.

For further information visit

You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.

Other websites

Our website contains links to other websites. This privacy policy only applies to this website so when you move to other websites you should read their own privacy policies.

What can you do if you are unhappy with how your personal data is processed?

Please contact us if you have any questions about our privacy policy or information we hold about you, our contact details are on the website.

Or you can contact The Tavistock Data Protection Officer.

By email at:

Or in writing to:

The Tavistock Data Protection Officer, The Lypiatts, 15 Lansdown Road, Cheltenham. GL50 2JA

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

Information Commissioner’s Office
Wycliffe House
Water Lane

0303 123 1113 (local rate)

Changes to our privacy policy

We keep our privacy policy under regular review and we’ll place any updates on this web page to inform you of any changes when they occur.  This privacy policy was last updated on 01/04/2018.

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