Privacy Policy

Introduction

Charity Investment Consultants Partnership ("CICP", "we", "our", or "us") is committed to protecting the privacy of visitors to our website. This Privacy Policy outlines how we collect, use, and protect personal data in compliance with the UK General Data Protection Regulation ("UK GDPR") and the Data Protection Act 2018.

By using our website, you agree to the collection and use of information in accordance with this Privacy Policy.

Who We Are

CICP is a collaboration between Broadstone Corporate Benefits Limited (FCA Reference Number: 587699), Lane Clark & Peacock LLP (FCA Reference Number: 173171), XPS Pensions Group plc (FCA Reference Number: 587618), Barnett Waddingham LLP (FCA Reference Number: 231492), PMCL Consulting Limited (FCA Reference Number: 789728), Asset Risk Consultants Limited (FCA Reference Number: 401332), and Aon UK Limited (FCA Reference Number: 310451). All firms are regulated by the Financial Conduct Authority (FCA). We provide information and insights on investment consultancy services tailored to the needs of UK charities.

What Information We Collect

When you visit our website, we may collect and process the following types of personal data:

Contact Information: Name, email address, phone number, and organisation details when you submit an enquiry or request information.
Technical Data: IP address, browser type, operating system, and other data collected via cookies and similar tracking technologies.
Communication Data: Correspondence with us via email or other contact methods.

How We Use Your Information

We process personal data for the following purposes:

To respond to enquiries and provide information about our services.
To improve our website, monitor its usage, and ensure its security.
To comply with legal and regulatory obligations.
To communicate with you about relevant updates and services, where you have provided consent.

Legal Basis for Processing

Under UK GDPR, our processing activities are based on the following legal grounds:

Legitimate Interests: For responding to enquiries, improving our website, and ensuring its security.
Consent: Where required, we will obtain your consent for email communications.
Legal Compliance: To meet FCA and other regulatory obligations.

How We Share Your Information

We do not sell personal data. However, we may share your information with:

Members of the CICP partnership to respond to specific enquiries.
Service providers who assist us in operating our website and providing our services.
Regulatory authorities where required by law or FCA regulations.

Data Retention

We retain personal data only as long as necessary for the purposes set out in this policy. Typically, enquiry data is kept for up to two years unless a longer retention period is required for legal or regulatory reasons.

Your Rights

Under UK GDPR, you have the right to:

Access your personal data and request a copy.
Correct any inaccurate or incomplete data.
Request erasure of your data where appropriate.
Object to or restrict processing under certain circumstances.
Withdraw consent for communications at any time.

To exercise these rights, please contact us using the details below.

Cookies and Tracking Technologies

We use cookies to enhance your experience on our website. You can manage your cookie preferences through your browser settings. For more information, please see our Cookie Policy.

Security Measures

We implement appropriate technical and organisational measures to protect your data from unauthorised access, alteration, disclosure, or destruction.

Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us at:

info@cicp.info

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

Last updated: 12 February 2025