Applications submitted through our website are encrypted, then when we open your pension plan it’s done directly inside the Investors Trust system which is also fully encrypted, as is your online account access login with Investors Trust. Our data centre is in the EU, we comply with GDPR worldwide, and we don’t sell your data to anyone else.


Like any financial services business, some of our staff do have access to some of your personal data in order to provide the services that we provide (just like staff at a bank or insurance company), so we keep our application processing team smaller than our customer service team to make sure that this is kept to a minimum. We are an authorised agency of Investors Trust who have done their own due diligence on us, we want (and need) to keep that authorisation in place in order to operate our business, and therefore we take all steps possible to protect ourselves and our customers, including using the best available IT systems and cloud-based customer service software with the highest levels of security available.


Our Privacy Policy is linked to on every page of our website, and can be accessed at