Privacy Policy

Version 1.0: Effective 11 November 2025
Last updated: November 2025

1. Background

Insureworks Ltd understands that your privacy is important to you and that you care about how your personal data is used. We respect and value the privacy of everyone who visits our website, www.insureworks.co.uk (“Our Site”), and will only collect and use personal data in ways that are described here and consistent with our obligations and your rights under the law.

Please read this Privacy Policy carefully and ensure that you understand it. Your acceptance of this Privacy Policy is requested when you first use Our Site or submit personal data through our online forms.

2. Information About Us

Our Site is owned and operated by Insureworks Ltd, a private limited company registered in England and Wales under company number 16312816.

Registered Address: Insureworks Ltd, Longdown Lane, Willoughby, CV23 8AG]
Main Trading Address: Insureworks Ltd, Longdown Lane, Willoughby, CV23 8AG]Data Protection Officer: Nick Rinylo
Email: nick@insureworks.co.uk
Regulator: Insureworks Ltd is authorised and regulated by the Financial Conduct Authority (FCA), firm reference number 1040384
ICO Registration Number: CSN1226889

3. What Does This Policy Cover?

This Privacy Policy applies only to your use of Our Site and related digital marketing activities. Our Site may contain links to other websites. Please note that we have no control over how your data is collected, stored, or used by other websites and advise you to check their privacy policies before providing any data.

4. What Is Personal Data?

Personal data means any information that can identify you, directly or indirectly, such as your name, contact details, IP address, or online identifiers. It also includes information that can be linked to you, such as preferences or browsing activity.

5. Your Rights

Under the UK GDPR and Data Protection Act 2018, you have rights including:
– The right to be informed about our collection and use of your personal data
– The right of access, rectification, and erasure
– The right to restrict or object to processing
– The right to data portability
– The right to withdraw consent where applicable

For more information or to exercise your rights, please contact us at nick@insureworks.co.uk.

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO): www.ico.org.uk.

6. What Data Do We Collect and How?

Depending on your interactions with us, we may collect:

– Identity: Name, title, date of birth
– Contact: Address, email, telephone
– Business: Company name, job title
– Technical: IP address, browser type, device info
– Marketing & Communications: Preferences, tracking data from cookies
– Usage: Interaction data with Our Site

We do not intentionally collect “special category” or sensitive personal data unless required for regulatory compliance.

7. How Do We Use Your Personal Data?

We only use your data where the law allows. Our lawful bases include consent, contractual necessity, legal obligation, and legitimate interests.

Examples include:
– Operating and managing Our Site (legitimate interests)
– Providing insurance or financial services (contractual necessity)
– Complying with FCA regulations (legal obligation)
– Improving user experience and marketing (legitimate interests)
– Sending marketing updates (consent)
– Fraud prevention and security (legitimate interests/legal obligation)

8. How Long We Keep Your Data

We retain personal data only as long as necessary for the purposes outlined above, typically:
– Client data: up to 7 years post-relationship (FCA retention requirement)
– Enquiry data: 12 months from last interaction
– Analytics and cookie data: up to 24 months (in line with Google’s retention policy)

9. How and Where We Store or Transfer Your Data

We store your data securely in the UK and EEA. Where we use cloud or analytics providers outside the UK (e.g., Google, Microsoft, Meta), data transfers are safeguarded using approved UK International Data Transfer Agreements (IDTAs) or adequacy regulations.

We have implemented appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. These include encryption, access controls, and regular security reviews.

10. Sharing Your Personal Data

We may share data with trusted service providers including:
– CRM provider (UK/EEA)
– Google (Analytics, Tag Manager, Search Console)
– Microsoft Ads
– Meta Ads
– LinkedIn Ads
– Web hosting provider

All third parties process personal data under agreements that ensure compliance with UK data protection law.

11. Cookies and Tracking Technologies

Our Site uses first-party and third-party cookies to improve your browsing experience and measure performance. Cookies may collect:
– Session and login status (CRM)
– Site usage (Google Analytics, Tag Manager)
– Advertising insights (Microsoft Ads, Meta Ads, LinkedIn Ads)
– Search and SEO data (Google Search Console)

You can accept or reject cookies via our cookie banner or manage them in your browser settings. We will not place non-essential cookies unless you have given consent through our cookie banner.

12. How You Can Control Your Data

You can:
– Opt-out of marketing emails
– Block or delete cookies
– Request access, correction, or deletion of your personal data

For all requests, contact privacy@insureworks.co.uk.

13. Changes to This Policy

We may update this Privacy Policy periodically to remain compliant with FCA, ICO, and legislative guidance. All updates will be published on this page with the “last updated” date amended accordingly.

14. Contact Us

For any questions or data rights requests:

Data Protection Officer
Insureworks Ltd
Longdown Lane, Willoughby, CV23 8AG
Email: nick@insureworks.co.uk
Appendix – Legal References

This Policy complies with:
– UK GDPR and Data Protection Act 2018
– FCA Principles for Businesses (PRIN 2.1)
– Privacy and Electronic Communications (EC Directive) Regulations 2003