Privacy Policy of Eldercare Nexus
At Eldercare Nexus, accessible from our online platform, one of our main priorities is the privacy of our visitors. This Privacy Policy document contains types of information that is collected and recorded by Eldercare Nexus and how we use it. We are committed to protecting the privacy and security of your personal data in accordance with the General Data Protection Regulation (GDPR) and other applicable data protection laws.
Information We Collect
We collect various types of information to provide and improve our comprehensive financial planning for retirees, pension advisory, wealth management for senior citizens, estate planning and legacy advice, long-term care insurance solutions, equity release guidance, and bespoke investment strategies for passive income services.
- Personal Identification Information: This includes information such as your name, address, email address, phone number, date of birth, and financial details (income, assets, liabilities, pension information, investment history). We collect this when you register for our services, complete forms, or engage in consultations.
- Financial Information: Detailed financial data necessary for comprehensive financial planning, wealth management, and investment strategy creation. This may include bank account details, investment portfolio information, tax identification numbers, and other financial records.
- Sensitive Personal Data: In some cases, we may collect information related to your health (for long-term care insurance solutions) or family circumstances (for estate planning). We will always obtain your explicit consent for the collection and processing of such data.
- Technical Data: This includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access our site.
- Usage Data: Information about how you use our website, products, and services, such as pages viewed, time spent on pages, and navigation paths.
How We Use Your Information
The information we collect is used for various purposes to provide tailored financial solutions and advice for retirees and those planning for retirement:
- To provide and manage our services, including comprehensive financial planning, pension advisory, wealth management, estate planning, long-term care insurance, equity release guidance, and investment strategies.
- To personalize your experience and tailor our advice to your specific financial situation and goals.
- To process your transactions and manage your accounts.
- To communicate with you, respond to your inquiries, and provide customer support.
- To improve our website, products, and services.
- To comply with legal and regulatory obligations.
- For internal record keeping and administrative purposes.
- For marketing purposes, with your explicit consent, to inform you about services that may be of interest to you.
Data Retention
We will retain your personal data only for as long as is necessary for the purposes set out in this Privacy Policy, including for the purposes of satisfying any legal, accounting, or reporting requirements. When assessing the appropriate retention period, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.
Disclosure of Your Information
We may share your information with:
- Third-Party Service Providers: We may employ third-party companies and individuals to facilitate our service, provide the service on our behalf, perform service-related services, or assist us in analyzing how our service is used. These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.
- Legal Requirements: We may disclose your Personal Data in the good faith belief that such action is necessary to: comply with a legal obligation; protect and defend the rights or property of Eldercare Nexus; prevent or investigate possible wrongdoing in connection with the service; protect the personal safety of users of the service or the public; protect against legal liability.
- Business Transfers: In the event of a merger, acquisition, or asset sale, your Personal Data may be transferred. We will provide notice before your Personal Data is transferred and becomes subject to a different Privacy Policy.
Security of Your Data
The security of your data is paramount to us. We have implemented appropriate technical and organizational measures to safeguard your personal data from accidental loss, unauthorized access, use, alteration, and disclosure. However, no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.
Your Data Protection Rights (GDPR)
Under GDPR, you have the following rights concerning your personal data:
- The right to access: You have the right to request copies of your personal data.
- The right to rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
- The right to erasure: You have the right to request that we erase your personal data, under certain conditions.
- The right to restrict processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.
- The right to object to processing: You have the right to object to our processing of your personal data, under certain conditions.
- The right to data portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.
If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at the address provided below.
Changes to This Privacy Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. We advise you to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
Contact Us
If you have any questions about this Privacy Policy, please contact us:
Eldercare Nexus
315 Paternoster Row,
Floor 4,
London, Greater London,
EC4M 7BA, United Kingdom