Privacy Policy

Data Controller

Simon McLoughlin

Collected Personal Data

Names, email addresses, addresses and contact phone numbers

Purpose of collecting data

Provision of services

Withdrawal of consent

Contact the Data Controller at Simon.McLoughlin@B2BProductConsultancy.co.uk

This privacy notice tells you what to expect us to do with your personal information.

Contact details

Email:simon.mcloughlin@b2bproductconsultancy.co.uk

What information we collect, use, and why

We collect or use the following information to provide and improve products and services for clients: Names and contact details; Addresses; Occupation; Transaction data (including details about payments to and from you and details of products and services you have purchased); Usage data (including information about how you interact with and use our website, products and services) ; Correspondence

We collect or use the following personal information for the operation of client or customer accounts: Names and contact details; Addresses; Purchase or service history; Account information, including registration details; Correspondence

We collect or use the following personal information for information updates or marketing purposes: Names and contact details; Addresses; Profile information; Website and app user journey information

We collect or use the following personal information for dealing with queries, complaints or claims: Names and contact details; Addresses; Account information; Purchase or service history; Relevant information from previous investigations; Customer or client accounts and records; Correspondence

Lawful bases and data protection rights

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide and improve products and services for clients, operation of client or customer accounts  are:

• Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
• Without the basic contact information collected then we cannot communicate and provide a service to the client. The client has an expectation to be communicated with by phone, email and with documents that reference their address e.g. invoices. The client expectation is that we retain communication for future reference.

Our lawful bases for collecting or using personal information for information updates or marketing purposes are:

• Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
•  
• Our contact is on a 121 basis and not mass marketing. The recipient will be in a related industry and have a relevant interest in the content of the message. The recipient will be contacted as the representative of an organisation not on a personal level and has an expectation to be communicated with by phone or email. 

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:

• Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
• Without the basic contact information collected then we cannot communicate and provide any service related to queries, complaints or claims to the client. The client has an expectation to be communicated with by phone, email and with documents that reference their address e.g. invoices. The client expectation is that we retain communication for future reference and use to deal with queries, complaints or claims.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

Where we get personal information from

• Directly from you
• Publicly available sources
• Previous employment
• Third parties: business contacts

How long we keep information

We keep data only as long as necessary for purposes and legal obligations, then securely delete or anonymize it.

Who we share information with

Data processors: Freeagent (invoicing); CloudAccountant (Financial management) and Others we share personal information with Insurance companies, brokers or other intermediaries: Professional or legal advisors and legitimate interest business contacts.

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:           

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint