Crystal Life Planning Ltd is a Limited company who administer client enquiries for Estate Planning.
This privacy notice explains how we use any personal information we collect about you.
We only collect information about you once you contact us for one of the above reasons.
The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we hold about you, and may collect going forwards, is essential for us to be able to carry out the role and provide the services to you.
Without having access to, and sometimes collecting additional, personal data we would also be unable to fulfil our legal and regulatory obligations. You may give us information about yourself by filling in forms, providing feedback or corresponding with us by phone, email or otherwise.
The information you give us may include:
We do not receive information about you from other sources
We collect and hold information about you in order to provide you with the service for which we were engaged.
In order to deliver our services more effectively there may be occasions where we are need to share your details to third parties such as:
Solicitors – For Will Writing and Power of Attorney Services
Financial Advisers – Estate Planning
Funeral Plan providers
Where these additional Services are required we will ask you to complete a Consent form to confirm you are happy for us to share this information.
Where third parties are involved in processing your data we will 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 will only act in accordance with our written instructions.
Where it is necessary for your personal data to be forwarded to a third party we will use appropriate security measures to protect your personal data in transit. For example we use password protected documents and the password is communicated via a separate telephone message directly with the recipient.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may also send your details to third party agencies for identity verification purposes.
To operate effectively as a business we may need to pass your information on to selected and trusted third parties. The third parties we may share information with are:
Where third parties are involved in processing your data we will 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 will only act in accordance with our written instructions.
Where it’s necessary for your personal data to be forwarded to a third party we will use appropriate security measures to protect your personal data in transit. For example we use password protected data spreadsheets and the password is communicated via a separate telephone message directly with the recipient.
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 are also subject to regulatory requirements to retain data for specified minimum periods. We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future claim against us. In any case, we will generally not retain your personal data for longer than 3 years following your death.
You have the right to request deletion of your personal data and we will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.
You have the right to request a copy of the information that we hold about you. If you would like a copy of some, or all of your personal information, then please email or write to us using the contact details noted below.
Please note that in general you have the right to withdraw your consent to us holding your data at any time, where relevant. In reality this means that if we have a legal right to hold your data that is necessary for us to complete our Data Controller/Data Processor function then this will overrule your request.
Please note that your personal data is not processed by automated means.
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. If either you, or we, identify incorrect information then we will inform any third parties about the correct data so that they may update their records at the earliest convenience, should this be necessary.
Once we have received your information, we will use appropriate procedures and security features to try to prevent unauthorised access.
Unfortunately, the transmission of the information via the internet is not completely secure.Although we endeavour to protect your personal data, we cannot guarantee the security of data transmitted over the internet. Any transmission of data is at your own risk.
Information supplied by you to us, or that we collect about you, may be transferred, and stored by us, our agents or contractors for the purpose of providing services to you or for research purposes, outside the European Economic Area. Where this occurs we use the model clauses as issued by the European Commission or other appropriate safeguards where applicable. By submitting personal data, you agree to this transfer, storing or processing.
We may monitor the use and content of emails, calls and secure messages sent from and received by us so that we can identify and take legal action against unlawful or improper use of our systems.
The main examples of unlawful or improper use are attempting to impersonate Crystal Life Planning Ltd, and the transmission of computer viruses.
We will not market to you directly ourselves and nor will we share your information for marketing purposes with any other company.
You 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
Wilmslow
Cheshire
SK9 5AF
0303 123 1113 (local rate)
We keep our privacy policy under regular review and we will inform you of any changes when they occur. This privacy policy was last updated on 23rd March 2021.
Please contact us if you have any questions about our privacy policy or information we hold about you:
Please contact us on telephone number on our contact page or in writing to
Crystal Life Planning Ltd
Crystal House, 116 Darwen Road, BL79BQ
