top of page

Privacy Notice

We understand that your privacy and the security of your personal information is extremely important. This notice sets out what we do with your personal information, what we do to keep it secure, from where and how we collect it, as well as your rights in relation to the personal information we hold about you. This notice contains some important information so please read it carefully.

​

Here are the things we think you’d really want to know:

  • Donna Powell Will & Estate Planning.org.uk is the website name for Donna Powell t/a APS Legal & Associates

  • My Association with APS Legal & Associates Ltd means I follow their Terms of Business and Data Protection Compliance Policy

  • APS Legal & Associates Ltd is a subsidiary business of Fintel plc

  • Your personal information is, where appropriate, shared within APS Legal & Associates Ltd if you become a client of Donna Powell t/a APS Legal & Associates

  • We do use a number of third parties to process your personal information on our behalf; however, we have processes in place to ensure they also maintain the security of your information.

  • You have a number of rights over your personal information. How you can exercise these rights is set out in this notice.

  • We do send direct marketing, if we’re allowed to and we do this to encourage you to make best use of our products and services by sending you offers and ideas that we feel will be of benefit to you. If you want us to stop then just let us know.

  • We will limit the collection and processing of Sensitive Information (as defined under the General Data Protection Regulation (GDPR) as much as is practically possible.

 

Contact us

 

Our contact address is: 23 Awdry Drive, Wisbech, Cambridgeshire PE13 2PA

You can contact us in the following ways:

 

What sorts of personal information do we hold?

  • Information that you provide to us such as your name, address, date of birth, telephone number, email address, and any feedback you give to us, including by phone, email, post, or when you communicate with us via social media;

  • Information about the services that we provide to you (including for example, the things we have provided to you, when and where, what you paid, the way you use our products and services, and so on);

  • Information required to make decisions about your circumstances for certain products and services offered such as your financial position, information taken from identification documents such as your passport or driving licence.

  • Information about whether or not you want to receive marketing communications from us;

  • Your contact details and details of the emails and other electronic communications you receive from us, including whether that communication has been opened and if you have clicked on any links within that communication. We want to make sure that our communications are useful for you, so if you don’t open them or don’t click on any links in them, we know we need to improve our Services.

 

Further information about the specific types of information that we collect and process are set out in the “How we use your information” section below.

 

Our legal basis for processing your personal information

Whenever we process your personal information, we have to have something called a “legal basis” for what we do. The different legal basis we rely on include:

 

Consent: You have agreed to us processing your personal information for a specific purpose;

 

Legitimate interests: The processing is necessary for us to conduct our business, but not where our interests are overridden by your interests or rights.

 

Performance of a contract: We must process your personal information to meet the terms of your contract with us;

 

Prevention of fraud: Where we are required to process your data in order to protect us and our customers from fraud or money laundering;

 

Vital interests: The processing of your personal information is necessary to protect you or someone else’s life;

 

Legal claims: The processing of your personal information is necessary for the establishment, exercise or defence of legal claims or whenever courts are acting in their judicial capacity; and
Legal obligation: We are required to process your personal information by law.

 

How do we use your information?

 

There are a number of ways in which we use your personal information, depending on why you are interacting with us.

If you are a one of our clients

 

As part of our service

When you apply to become a client, we will collect certain information about you including your name, phone numbers, email address. We will also ask you about your financial information and for answers to questions relevant to the product or service you have applied for. The relevant team – Legal or Probate -will have access to all of this information. 

 

To advise you of products and services

We use your personal data to advise on our services by phone, mail and email and this processing is conducted on the basis of our legitimate interests in providing support. 

We only share data with third party product providers and partners with your approval via the APS Letter of Engagement Terms of Business

 

If we have a legal obligation to do so

Occasionally, we may receive requests from third parties with authority to obtain disclosure of personal data, such as to check that we are complying with applicable law and regulation, to investigate an alleged crime, to establish, exercise or defend legal rights. We will only fulfil requests for personal data where we are permitted to do so in accordance with applicable law or regulation.

 

How will you obtain my consent when required?

As outlined above, there may be instances where our basis for processing your personal data is that you have provided your consent. In these circumstances, we will explain to you in writing what personal data we need and why, whether we need to disclose your personal data to any third party who and why, how long we will store the personal data, your rights of access to the personal, your options for consenting or refusing to consent or withdrawing consent, and the implications of consenting or refusing to consent or withdrawing consent. Please note that it is not a condition of engagement with us that you have to agree to any request for consent from us. We will only process your personal information without your knowledge or consent where this is required or permitted by law.

 

Recipients we share your data with

We may share your personal information with the following recipients:

  • Government bodies and agencies (e.g. HMRC for tax purposes)

  • Regulators (e.g. Payment Systems Regulator, Information Commissioner’s Office, Financial Conduct Authority)

  • Third party service providers (e.g. when we outsource some of the operations of our business to third party service providers, ie Third Party Solicitors who undertake Reserved Activity work. We restrict how such service providers may access, use and disclose your data)

  • Credit reference agencies

  • Legal and professional advisors, including auditors

  • Courts, to comply with legal requirements, and for the administration of justice

  • In an emergency to protect your vital interests

  • To protect security or integrity of our business operations

  • Anyone else where we have your consent or as required by law

 

Transfer of personal data outside the European Union (EU)

We are committed to implementing technical and organisational measures that, by default meet the requirements of the data protection legislation and the appropriate level of security. We will not share your personal data with a third party organisation without a valid business reason, a contract or Data Sharing Agreement in place, or without your consent. We will not transfer your personal data to organisations outside the European Union (EU) unless that country or territory can ensure an adequate level of protection in relation to the processing of your personal data.

 

Automated decision-making including profiling

Your personal data is not subject to automated decision-making, including profiling.

​

How long do we keep your data?

We retain your data primarily to meet statutory and regulatory obligations.

In some circumstances, we may anonymise your personal information so that it can no longer be associated with you; in such circumstances we may use such information without further notice to you.

 

Your rights

You have a number of rights under data protection legislation which, in certain circumstances, you may be able to exercise in relation to the personal information we process about you. These include:

  • The right to be informed

  • The right of access

  • The right to rectification

  • The right to erasure

  • The right to restrict processing

  • The right to data portability

  • The right to object

Where we rely on consent as the legal basis on which we process your personal information, you may also withdraw that consent at any time.

 

If you are seeking to exercise any of these rights, please contact us using the details in the “Contact Us” section below.

 

Requests, complaints or queries

We try to meet the highest standards when processing personal information. For this reason, we take any requests, complaints or queries we receive about this very seriously. We encourage people to bring it to our attention if they think that our collection or use of information is unfair, misleading or inappropriate.

 

This privacy notice does not provide exhaustive detail of all aspects of our processing of personal information. However, we are happy to provide any additional information or explanation needed.

If you want to make a query, request, or a complaint about the way we have processed your personal information you can contact us directly:

 

Alternatively, you have the right to lodge a complaint with the regulator which oversees data protection law:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
SK9 5AF
Tel: 0303 123 1113

​

Changes to this privacy notice

This Privacy Notice will be reviewed from time to time.  Therefore, it is important to revisit this privacy notice when you return to the website.  Please keep us informed if your personal data changes during your relationship with us. It is important that the personal data we hold about you is accurate and current.

 

 

Donna Powell AIPW t/a APS Legal & Associates

23 Awdry Drive, Wisbech, Cambs. PE13 2PA

Mobile: 07920021814

 

On behalf of APS Legal & Associates Ltd, Head office: Worksop Turbine Innovation Centre, Shireoaks Triangle Business Park,Coach Close, Worksop, Nottinghamshire, S81 8AP

APS Legal & Associates is a member of the Institute of Professional Willwriters

APS Legal & Associates complies with the Trading Standards Institute Approved IPW Code of Practice

bottom of page