Privacy & Cookie Policy

Last Updated: April 2026

At Life Admin Group Ltd, we are committed to protecting your privacy and ensuring your personal data is handled securely and responsibly. This Privacy Policy outlines the types of data we collect, how we use and share it, and your rights under applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. What Information We Collect

We collect or use the following information to provide and improve products and services for clients:

• Personal Data: Names and contact details (email address, phone number), date of birth, and marital status.
• Additional Data: Postcodes, financial data (including income and expenditure, pension pot sizes and providers, property values), job titles and employment details, and family situations/financial goals collected during the matching process.
• Technical & Usage Data: Information about how you interact with and use our website, including your IP address, device type, and cookies.

2. How We Use Your Data & Lawful Bases

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. We rely on the following bases:

Consent

We collect and share your data to match you with a single, FCA-regulated financial adviser, mortgage broker, solicitor, or accountant who can assist you. This data is shared only after obtaining your explicit, documented consent.

Legitimate Interests

We collect only the minimum personal information needed to understand each client’s requirements and preferences so that we can connect them with the most suitable professional. This benefits both our clients and our business and does not create any undue risk or harm. We also use this basis to communicate with you regarding your enquiry, provide customer support, and improve our services.

3. How We Share Your Data

If you choose to connect with a professional on our website, we will share your personal and additional data with a pre-approved, regulated professional to provide them with an overview of your goals. Your information will not be shared with any other parties or distributed to unauthorised third-party providers.

Whilst we require all professionals to comply with all laws and regulations, professionals are also subject to Data Protection Legislation and are responsible for protecting and using your data in accordance with the Legislation.

4. Data Retention and Security

Life Admin Group Ltd acts as an intermediary and only retains personal information for as long as it is needed to fulfil the purpose for which it was collected. Typically, this means keeping your details just long enough to introduce you to the appropriate professional and to request feedback on your experience.

In most cases, your information will be securely deleted within 6 months of our last meaningful contact with you, and in all cases no later than 12 months from the date of first contact. Where we are required by law or regulation to keep certain records for longer, we will do so in line with those obligations. After the retention period has passed, all personal information will be securely deleted or anonymised.

Security Measures: We take your online security seriously. Data is stored and managed using secure CRM systems protected with multi-factor authentication. We use Secure Sockets Layer (SSL) technology to protect your personal information, and any shared documents containing your data are password-protected.

5. Cookie Policy

Cookies are small text files placed on your device when you visit a website. We use cookies to make our website work efficiently and to improve user experience.

• Strictly Necessary Cookies: Essential for the operation of the website (e.g., security, form submission). These do not require consent.
• Analytics / Performance Cookies: Allow us to understand how visitors use our website. These collect information in an aggregated and anonymised form and are used only with your consent.
• Marketing / Tracking Cookies: Used to track visitors across websites to measure advertising effectiveness. Set only where you have provided explicit consent.

We do not use cookies to provide advice, make recommendations, or assess suitability. You can control or delete cookies through your browser settings or our cookie consent banner at any time.

6. Your Data Protection Rights

Under the UK GDPR, you have the following rights free of charge:

• Right of Access: You can ask us for copies of your personal information.
• Right to Rectification: You can ask us to correct or delete information you think is inaccurate.
• Right to Erasure: You can ask us to delete your personal information in certain situations.
• Right to Restriction of Processing: You can ask us to limit how we use your personal information.
• Right to Object: You can object to the processing of your data.
• Right to Data Portability: You can ask that we transfer the information you gave us to another organisation, or to you.
• Right to Withdraw Consent: You can withdraw your consent at any time.

If you would like to exercise any of these rights, please contact us at [email protected]. We must respond to your request without undue delay and in any event within one month.

7. How to Complain

If you have any concerns about our use of your personal data, we hope that we can resolve any query you raise. However, you also have the right to lodge a complaint with the Information Commissioner’s Office (ICO).

The ICO’s address:
Information Commissioner’s Office
Wycliffe House, Water Lane
Wilmslow, Cheshire, SK9 5AF
Helpline number: 0303 123 1113
Website: ico.org.uk/make-a-complaint