Policies

The Simpwill website is owned and operated by Simpwill LTD, a company registered in England and Wales under company registration number 12813302 our registered office is 82 Reddish Road, Stockport, Cheshire, SK5 7QU, UK. Is committed to respecting and protecting your privacy.

It is important you read this policy carefully to understand Simpwill views and practices regarding your personal data that we collect from you, or that you have provided, how it will be processed and how we will treat it.

For the purpose of data protection laws in the UK (Data Protection Act 2018) and GDPR (The General Data Protection Regulation) the data controller is Simpwill LTD which is registered as a data controller with the Information Commissioner’s Office under ICO number ZB117390

Purpose for processing your personal data

"Personal data is any information which can, or could be used to identify a living person."

The following text explains why and how we process your personal data, as well as outlining the legal basis on which we carry out this processing.

Entering into and performing contracts: We will process your personal data to provide services to you, where you ask us to. Following your request, we need certain personal information about you to perform the services request, if you not wish to provide this information, you will be unable to use our services.

Improving how we provide our services: Typically, our services will be conducted digitally. Our commitment is to ensure you receive the highest standard of customer service and for this reason we do provide a telephone solution to services certain administrative requests. All our calls are recorded for training and monitoring purposes, call recordings are retained in accordance with our period of storage.

Continuously improving our website: Your personal data will be processed in order to provide you with a tailored experience when you visit our website. We use your data to ensure our website is displayed in the most effective way for the device you are using. We may use third party cookies to help us improve our website (more details are set out in the sections below) however, we do not share your personal data with search engines and third-party analytics providers that assist us with optimisation and improvement of our website.

Your personal data will also be used to help ensure the security and administration of our website, including internal operations, data analysis, research and statistical, troubleshooting, testing and survey processing.

The legal basis on which your personal data is processed in these circumstances is our legitimate interest to help ensure we provide you with the best possible website, user journey and services, whilst ensuring that our website is kept secure.

User research: We have a legitimate interest to contact you with feedback forms, surveys and review requests in relation to your experience of using our products and services. The feedback will be used to tailor and improve our services. We may conduct research to develop new products and services, your input regarding your experience would inform our approach. Simpwill marketing purposes: Unless you have already indicated that you do not wish to receive marketing communications from us, we may contact you if your recent activity suggests you may need some help, support or wish to hear from us (For example, you have an annual subscription with us, you have previously or are currently using our services or you have entered in to one of our live promotions).

Simpwill marketing purposes: Unless you have already indicated that you do not wish to receive marketing communications from us, we may contact you if your recent activity suggests you may need some help, support or wish to hear from us (For example, you have an annual subscription with us, you have previously or are currently using our services or you have entered in to one of our live promotions).

Your personal data will be used to form a client profile for you which indicates what services, offers and or promotions we think may be of interest to you.

Our communication/marketing efforts will always include a link for you to subscribe. If you do not wish to receive these communications you can contact us on hello@simpwill.co.uk and notify us of your preference to be removed.

Communication with our charity partners: To support the efforts of our charity partners we will ask you if you are happy to receive marketing communications from the charities we work with (for example, you have left the charity a gift in your will). If you agree and provide your consent to receive communications from our charity partners we will send the charity your personal data so they can begin communication with you directly. If you no longer wish to receive communications from the charity you should contact them directly or refer to their unsubscribe button in there communications.

Information shared to charity partners: We will share some basic information relation to you which will allow our charity partners to assess and improve their legacy campaigns (name, address, date of birth and contact information).

Referrals/campaigns with our corporate/commercial partners: Where you have opted in to receiving communications and services from our corporate/commercials partners we will share some basic information relating to you (name and contact information) to allow our commercial/corporate partners to facilitate referrals. Simpwill does not accept any responsibility for the services provided by our corporate/commercial partners, please refer to their privacy policy if you have additional queries regarding their services.

Anonymised data sets: This type of personal data is information which cannot be used to identify a living person. It is typically used to identify general trends and statistical analysis. We may convert your personal data into an anonymised format so it can be used to show things like the age range of our consumers, the geographical area they reside and where are services are provided more frequently in addition to helping our charity partners evaluate the efficiency of their marketing efforts. Anonymised data is not personal data.

If our business is sold: In the event Simpwill buy/sell any business/asset we will transfer your personal data to a third party, meaning we will disclose your personal data to the prospective buyer/seller of such business/assets (at all times ensuring we are abiding by data protection law and GDPR) Or if Simpwill LTD or all of its assets are acquired by a third party, all personal data held by Simpwill about its customers will be one of the assets transferred to the purchaser unless otherwise agreed.

In each case, the legal basis on which we process your personal data in these circumstances is our legitimate interest to ensure business activates can be continued by the purchaser. If you object to our use of your personal data in this way, the relevant buyer/seller of Simpwill LTD may not be able to provide services to you.

Basis for processing anonymised data

We are committed to supporting our charity partners, we may share and process data with our charity partners anonymously in order to continuously improve our efforts and help our partners raise money through gifts in wills. We will share the size and number of gifts left to particular charities and generalised demographic information. This helps our charity partners understand the efficacy of their legacy marketing efforts while maintaining your privacy.

Information that we will collect from you

Information we collect about you. We will automatically collect the following information from each of our visitor to our website ( www.simpwill.co.uk)

Technical Data. This includes your login data, browser type and version, internet protocol (IP) address, location and time zone settings, browser versions and plug-in types, technologies used on the devices you use to access our site, operating systems and platform;

Usage Data. Which includes information about how you use, navigate and click through our site (such as mouse-overs, button clicks and scrolling,) the products you view or search and our services.

Profile Data. Will include your username and password for all accounts used to access our site and services, orders and purchases made on our site and feedback responses;

Marketing and Communication Data. Your preferences in receiving marketing information, offers, newsletters from Simpwill, its related group of companies and further information regarding our corporate partners.

Additionally (as defined in the GDPR) we may also collect Special Categories of Personal Data about you. Special Categories may include information about your ethnicity, race, religious or philosophical beliefs, health and sexual orientation. We do not collect any information relating to offences and or criminal convictions.

In order to ensure the personal data, we hold for you is accurate please keep us informed should your data change during the term of our relationship.

Keeping your data secure

Data security is equally as important to ourselves as it is to you, all information you provide is stored on a secure server. Access to your data is limited to authorised persons only who undertake administrative work in order to approve, manage or conduct a service in relation to your will documentation and additional services you select. Each approved person is subject to a duty of confidentiality and will process your data on our instructions in line with this policy and its terms.

We regularly review our policy and our software partners to ensure your data is protected against a personal data breach. In the instance a suspected breach occurs, where we are legally required by law, we will notify you and any applicable regulatory entity.

When registering for your Simpwill you will create a unique password for yourself, you must not share this password with anyone and it your responsibility to keep your password confidential. Simpwill does not accept any liability for any issues that occur where a password has been shared or you have allowed others to have access to your account.

Uses made of information

Simpwill combines the information that you provide along with the information we have collected about yourself. We use the singular and combined information for the purposes set out above (dependent on the type of information we receive).

Data storage period

In some circumstances you may not be ready to buy or complete your will the first time you register on our website and enter your personal data, if you do not create your will, we will retain your data for a maximum period of 6 years, this will help ensure we are able to assist you if you have any questions or feedback in relation to our services.

Article 17(3) GDPR and the nature of our services – if you complete a will using our digital services we will securely store your personal data indefinitely unless otherwise requested. This is important to protect against legal claims, as well as to provide information if your will is ever to be contested.

Simpwill and its related group of companies may process your personal data to provide you with marketing communications with your consent, we may contact you every 12 months allowing you to update your marketing preferences, if no longer wish to receive such communications, your personal data will be removed from our list.

Right by law (Data Protect Act 2018)

Right to object. It is your right to object against Simpwill processing your personal data where we are processing your personal data: based on our legitimate interest (as set out above). If you make a request to stop processing your data, Simpwill will stop processing your data unless we can demonstrate compelling grounds as to why we should continue in accordance with data protection laws. If your request is to stop direct marketing purposes, we will stop.

Right to access. You have the right to access personal data which we are processing, to receive confirmation as to whether your personal data is being processed by Simpwill. Additionally, you can request various other information relating to our use of your personal data.

Rectification. If we hold inaccurate personal data about you, you have the right to request we rectify this information. Any incomplete data we hold about you can be completed at your request by providing a supplementary statement to us ( hello@simpwill.co.uk)

Restriction. It is your right at any time to restrict the processing of your personal data. This can be restricted if the accuracy of the data is being contested by you, the processing of your personal data would be considered unlawful, but you do not want the personal data erased; we no longer need to process your personal data for the original agreed purpose, but you wish to preserve your data for the exercise, establishment or defence of legal claims; or we are processing your data on the basis of our legitimate interest and you:

• Object to our processing
• Want the processing of the relevant data to be restricted until it can be determined our legitimate interest overrides your legitimate interest.

Where any exercise by you determines that our processing of particular personal data is to be restricted, then Simpwill will only process relevant data in accordance with you consent, for storage purposes and for the purpose of legal claims.

Data portability. It is your right to data portability and to receive your data in a standard machine readable, structured format and to transmit such personal data to another controller.

Right to erasure. Upon request, you have the right to request your personal data be erased providing at least one of the following grounds applies: The purpose for which your personal data was collected or otherwise processed is no longer necessary. You have withdrawn your consent and there is no other legal ground we can use to process your legal data; you object to processing and we have no overriding legitimate interest; your personal data has been unlawfully processed; your personal data is to be erased is required for compliance with a law which we are subject to abide by.

If you have additional questions, queries and or concerns relating to the use of your personal data, please contact hello@simpwill.co.uk in the first instance and we would welcome the opportunity to resolve any issue informally.

If the issue cannot be resolved informally, you have the right to lodge a complaint with the Information Commissioner’s Office. For further information, please see https://ico.org.uk/make-a-complaint/.

You can exercise such rights at any time by contacting Simpwill at hello@simpwill.co.uk. Before actioning your request, you may be required to provide confirmation of your identity.

Website Links

Simpwill has a range of corporate partners in order to further enhance your later life/estate planning benefits, from time to time our website may contain links to and from our partners, corporate service providers and affiliates (Simpwill connects you to different websites.)

If a link to one of our partners, corporate service providers or affiliate if followed, please note that as you have left our website we do not accept any responsibility/liability for their/these policies or website. Each of these partners, corporate service providers and affiliates will have their own privacy policy, please check these policies before submitting any personal data to their website.

Changes to our privacy policy

Should we make any significant changes to this policy we will inform you via your preferred choice of contact. When a change is made to our privacy policy in the future, it will be posted on this page. Please ensure you check frequently to see any change or updates that have been made.