Privacy policy

This policy explains how blissful-trail collects, uses, and protects personal information when you engage with our pension advisory services.

Information we collect

We collect contact details, pension documentation you choose to share, and information needed to understand your retirement goals.

How we use your data

Data is used to provide pension guidance, prepare reports, and improve our advisory services. We only use data for purposes directly related to your engagement.

Retention and storage

We keep advisory records for the period required by regulation and securely remove data when it is no longer needed.

Sharing information

We share data only with regulated partners or service providers who support your engagement, and only under confidentiality agreements.

Your rights

You can request access to your data, request corrections, or ask us to limit processing by emailing our privacy team.

Contact

Questions about privacy can be sent to [email protected].