Privacy Policy

Last updated: 22 October 2026

Who we are

This website, The Pension Transfer Specialist, is operated by Arthur Browns Wealth Management Ltd, a company registered in England and Wales (company number 06190352). In this policy, "Arthur Browns", "we", "us" and "our" mean Arthur Browns Wealth Management Ltd.

Arthur Browns is the controller of your personal information. This means we decide how and why it is used, and we are responsible for looking after it.

Contact details

Arthur Browns Wealth Management Ltd, Titan House, 13 Station Road, Horsforth, Leeds LS18 5PA
Email: info@arthurbrowns.co.uk
Phone: 0113 403 8425

This website is not intended for children and we do not knowingly collect information about children.

The information we collect

Information you give us, when you fill in our enquiry form, book a call, email or phone us:

Identity and contact details: your name, email address and phone number
Pension and enquiry details: whether you live in the UK, the name and type of your pension scheme, whether you have started taking it, your approximate transfer value, and anything you choose to tell us in your message or during our chat
Booking details: the time you choose and any notes you add when booking through Calendly
Consent records: which consent boxes you ticked, and when

Information collected automatically, when you visit the website:

Technical data: your IP address, browser type, device type and operating system, which our hosting provider processes to deliver the website and keep it secure
Visitor statistics: anonymised, aggregated page views and page-speed measurements from Vercel Web Analytics and Speed Insights. These don't use cookies and don't identify you, and you can opt out on our Cookie policy page

We do not ask for special category information, such as details about your health. If you choose to tell us about your health, for example because it may affect your pension options, we will only use it to deal with your enquiry, and only with your explicit consent.

How we use your information

What we do	Information used	Lawful basis
Respond to your enquiry and hold our free chat	Identity, contact, pension and enquiry details	Taking steps at your request before any contract, and our legitimate interest in responding to people who contact us
Introduce you to an FCA-authorised firm with the pension transfer permission, if you ask us to	Identity, contact, pension and enquiry details	Your consent
Advise you directly, for example on a pension with a guaranteed annuity rate, if you become our client	Identity, contact, pension and financial details	Performance of a contract, and legal and regulatory obligations
Keep records of our conversations, consents and introductions	Identity, contact, enquiry details and consent records	Legal and regulatory obligations, and our legitimate interest in being able to show what was said
Understand how our website is used and improve it	Anonymised visitor statistics	Our legitimate interest in improving our website (you can opt out)
Run and protect our website and business	Technical data	Our legitimate interest in keeping our website secure and working properly

We do not sell your information, and we do not use it for automated decision-making that has legal or similarly significant effects on you.

We will only send you marketing if you have asked us to. You can opt out at any time.

Introductions to other firms

We do not give defined benefit pension transfer advice. If you ask us to introduce you to an FCA-authorised firm that holds the pension transfer permission, and you give your consent on our enquiry form or in writing, we will share your name, contact details and the information you have given us with one such firm, so that it can contact you.

That firm becomes a separate controller of your information and will give you its own privacy notice. Arthur Browns may receive a fee from the firm we introduce you to if you become their client.

We will not share your details with any firm without your consent. You can withdraw your consent at any time by emailing phil@arthurbrowns.co.uk. This won't affect anything shared before you withdrew it, but we will tell the firm and ask it to stop using your information for new contact.

We use trusted service providers who process information on our behalf and only on our instructions:

Vercel, which hosts this website and provides our cookieless visitor statistics
Resend, which delivers the enquiry form to our inbox by email, and our own email provider
Cloudflare Turnstile, which may be used to protect the enquiry form from spam
Calendly, to let you book a call with us. Calendly is based in the United States.
Professional advisers, such as our compliance consultants, accountants and lawyers, where needed
Regulators and authorities, such as the Financial Conduct Authority, the Financial Ombudsman Service and the Information Commissioner's Office, where we are required to or where it is needed to deal with a complaint

If our business, or part of it, is sold or restructured, your information may be transferred to the new owner, who may use it in the same way as set out in this policy.

International transfers

Some of our service providers, including Vercel, Resend, Cloudflare and Calendly, may process your information outside the UK, including in the United States. Where this happens, we make sure appropriate safeguards are in place, such as the UK Extension to the EU-US Data Privacy Framework, or the UK International Data Transfer Agreement or Addendum.

How long we keep your information

Enquiries that don't lead to an introduction or advice: up to two years after our last contact
Records of introductions and consents: up to six years, so we can deal with any questions or complaints
Client records, if we advise you directly: for as long as our regulatory obligations require, which for some pension advice can be indefinitely
Visitor statistics: these are anonymised and aggregated, and held in line with our hosting provider's settings

Keeping your information safe

We have put appropriate security measures in place to prevent your information from being lost, used or accessed without permission, changed or disclosed. Only people who need your information to do their job can see it, and they must keep it confidential. We have procedures to deal with any suspected data breach and will tell you and the regulator where we are legally required to.

Your rights

You have the right to:

ask for a copy of the information we hold about you
ask us to correct information that is wrong or incomplete
ask us to delete your information where there is no good reason to keep it
object to us using your information where we rely on our legitimate interests, and to object to direct marketing at any time
ask us to restrict how we use your information
ask us to transfer information you gave us to you or another organisation
withdraw your consent at any time, where we rely on consent

To use any of these rights, contact us using the details above. You won't usually have to pay a fee. We may need to confirm your identity first, and we will aim to respond within one month.

Cookies

We don't use analytics or advertising cookies. See our Cookie policy for details, including how to opt out of our cookieless visitor statistics.

Links to other websites

Our website links to other websites, such as MoneyHelper and the FCA. We are not responsible for how they use your information, so please read their privacy notices.

Complaints about how we use your information

Please contact us first so we can try to put things right. You also have the right to complain to the Information Commissioner's Office (ICO), the UK regulator for data protection, at ico.org.uk or on 0303 123 1113.

Changes to this policy

We may update this policy from time to time. The latest version will always be on this page, with the date it was last updated.