The Openwork partnership MENU Privacy and cookies policy The Openwork Partnership ("We") are committed to protecting and respecting your privacy. This policy (together with our terms of use and any other documents referred to on it) sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it. By visiting www.openwork.uk.com you are accepting and consenting to the practices described in this policy. Data Protection Collecting information and protecting your privacy Our aim is to offer advice that helps you plan your financial future. To provide such advice, we need to know about your personal situation and your Adviser may request sensitive and private information about you, for example, your income, current financial arrangements, health, family commitments and any legal proceedings you may be involved in. Much of the information you provide will, as part of your application, be passed to the company whose products you apply for and details of how they use your information are included in their data protection literature. If you are unable or unwilling to provide some, or all, of this information your Adviser will be unable to provide you with advice suitable for your circumstances. We do not collect personal information from third parties. We are committed to protecting your privacy. As we would like you to be a lifetime client, we need to earn your trust and assure you that we will keep your personal information confidential and secure and only for as long as is necessary. The criteria we use to determine how long this period is can be obtained from Openwork’s Data Protection Officer at the address below. We will use it with care and it will only be shared in the ways explained here, or if we are required to by Law or the Financial Conduct Authority (FCA). Your personal information will only be held for as long as necessary and collected for the purposes of providing advice in respect of the range of products and services outlined in the Initial Disclosure Document or Client Proposition Brochure provided by your Adviser. In addition, we will make every effort to ensure that the information you provide is recorded accurately and that it is only passed to companies who comply with the General Data Protection Regulations (GDPR). If it is required to send your information abroad, we will only do so to countries within the European Union (EU) or to a third country that the EU has determined provides an adequate level of protection and where you are able to exercise your rights to access your personal information under the GDPR. Controlling and using your personal information A Data Controller is someone who determines the purposes for and the manner in which your personal data should be processed. Openwork, its Appointed Representatives (your Adviser) and the companies whose products you buy are all Data Controllers. Your Adviser will have given you their contact details and Openwork’s contact details are shown below. We use your information in a variety of ways: To introduce you to a range of products and services offered by the companies we are associated with (or may be associated with in the future). To help with administration. To contact you with details of changes to products you have bought. For business analysis and research. For marketing products and services we think may be suitable for you (unless you ask us not to send you this information). To comply with the Law and/or FCA requirements. To verify your identity by searching publicly available records held by credit reference agencies. To prevent fraud and money laundering we may pass your details to other companies, public bodies including the police or to an insurer’s database. Insurance companies can search databases for any relevant information that exists about you. We therefore process your data because it is necessary for: the performance of a contract to which you are a party. compliance with legal obligations to which we as the controller are subject. None of the information gathered about you will be used in automatic decision making. Your health details If you apply for some types of insurance (eg. life insurance, pensions, sickness etc.) you will be required to provide details of your health. Under the GDPR, this is regarded as sensitive personal data. Your Adviser will have access to your medical details unless you prefer to complete a medical statement of health in private. If this is the case, please send it with your application marked for the attention of the “Consultant Medical Officer” in a sealed envelope. We do need your explicit consent to collect and process your health details, which of course you may withdraw at any time. Mortgage credit checking If you apply for a mortgage your information will be passed to the lender, who will carry out a credit check. You will also have to provide details of any criminal convictions you may have had. These details will be passed to the lender to carry out any necessary checks. Marketing and sharing your information The information you give us will be added to any other details we hold about you. Openwork will never sell your details to a third party, but we may share your information with carefully selected companies we are associated with. Therefore, we (or they) may contact you (by post, email, telephone or other appropriate means) to tell you about products, services or offers we believe may interest you. The products and services may not be related to financial services. You can ask us not to contact you for this reason, at any time, by writing to us at our Head Office. This will not affect your relationship with your Adviser. We may have to pass your details to another Adviser if, for example your Adviser is ill or you need advice in a different product area. If your Adviser leaves we may pass your details to another Adviser so that we can continue to provide you with a high standard of service. We may send your information to third parties that are carrying out work on our behalf. Your Data Protection rights You have certain rights under the GDPR. These include the right to: Ask for a free copy of your personal information in a portable format. Stop us sending you marketing material about products and services. Have any incorrect information we hold about you corrected. Ask us to restrict processing of your personal data. As the processing of your personal information is necessary for a legal obligation placed upon us by the FCA and may be required for the establishment, exercise or defence of legal claims, we will not be able to permanently delete your personal information until the end of the period we have deemed necessary. How to get more information If you would like further details on how we use your personal information or if you have any data protection queries, please write to: The Data Protection Officer The Openwork Partnership Washington House Lydiard Fields Swindon SN5 8UB You may receive more information about data protection from the companies that we have introduced you to. We may record telephone calls so we can check we have acted on your instructions correctly and to ensure we are giving you appropriate service. We may also monitor calls for security and training purposes. Complaints If you have any complaints about the way we or your Adviser have handled your personal information, please contact the Data Protection Officer at the address given above. You also have the right to refer your complaint to the Information Commissioner. The Openwork Foundation The Openwork Foundation takes data privacy very seriously. Please click here for details of their privacy policy and how they use any data you may provide to the Openwork Foundation. Cookies Our website uses cookies to distinguish you from other users of our website. A cookie is a small file of letters and numbers that we put on your computer if you agree. Cookies contain information that is transferred to your computer's hard drive. The cookies we use are ‘analytical’ cookies. They allow us to recognise and count the number of visitors and to see how visitors move around the site when they are using it. This helps us to improve the way our website works, for example by ensuring that users are finding what they are looking for easily. You can find more information about the individual cookies we use and the purposes for which we use them in the table below: Cookie Name Expiration Time Description CookieControl 3 months Cookie Control cookies. This cookie is set in order to remember the user's preferences in regards to cookies. _dk_gtm_UA-60467721-1 2 weeks Used by Google Analytics to store the number of service requests. 1P_JAR 1 month Google cookie. These cookies are used to collect website statistics and track conversion rates. CONSENT 27 years Used by Google Ads Optimisation to store cookie consent preferences NID 6 months The purpose of this cookie is to store information about your preferences. OGPC 1 month This cookie enables the functionality of Google Maps. Player 1 month Used by Vimeo to enable the video to play. Vuid 2 days Used by Vimeo to store the usage history. _ga 2 years Used to distinguish users. _gat 10 minutes Used to throttle request rate. _gid 1 day This cookie is installed by Google Analytics. Data collected includes the number of visitors, the source where they have come from, and the pages visited in an anonymous form. ARRAffinity Session This cookie is set by websites that run on Windows Azure cloud platform. The cookie is used to affinitize a client to an instance of an Azure Web App. ARRAffinitySameSite Session See above .browser-update.org 7 days No description __cfduid 1 month The cookie is used by CDN services like CloudFare to identify individual clients behind a shared IP address and apply security settings on a per-client basis. It does not correspond to any user ID in the web application and does not store any personally identifiable information. UMB_UCONTEXT_C Session Used by Umbraco CMS and does not store any personally identifiable information. UMB-XSFR-TOKEN Session Used by Umbraco CMS and does not store any personally identifiable information. UMB-XSRF-V Session Used by Umbraco CMS and does not store any personally identifiable information. UMB_UCONTEXT Session Used by Umbraco CMS and does not store any personally identifiable information. ASP.NET_SessionId Session ASP.NET user session cookie. Does not store any personally identifiable information. __RequestVerificationToken Session ASP.NET Anti Forgery token prevents CSFR attack. Does not store any personally identifiable information. These cookies do not record any personally identifiable information (PII). You can block cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or parts of our site. Find an Adviser Our advisers make it easier for you to face your financial future with confidence and optimism FIND AN ADVISER Facebook Twitter LinkedIn BACK TO TOP Footer The Openwork Partnership We are The Openwork Partnership and for us, financial advice is personal. Facebook Twitter LinkedIn YOUR FINANCIAL ADVICE JOURNEY Financial advice Looking for a mortgage Saving & investing Insure & protect Pensions & retiring JOIN US Careers Become an Adviser Join our network ABOUT US Corporate social responsibility Our history Senior leadership team NEWS CONTACT US Help when things go wrong Terms & conditions Product appendices Privacy & cookies policy Email disclaimer Modern Slavery Statement Gender Pay Summary May 2021 Privacy notice for candidates Adviser Log In Cookies This site uses cookies to store information on your computer. Some of these cookies are essential, while others help us to improve your experience by providing insights into how the site is being used. Necessary Cookies Necessary cookies enable core functionality such as page navigation and access to secure areas. The website cannot function properly without these cookies, and can only be disabled by changing your browser preferences. Analytics Analytical cookies help us to improve our website by collecting and reporting information on its usage. About this tool (Opens in a new window)