Privacy policy

What is Pension Wise?

Pension Wise is a free and impartial government service which helps you understand your defined contribution pension options.

The service is provided by The Department for Work and Pensions in partnership with Citizens Advice and The Pensions Advisory Service.

We collect certain information or data about you when you use Pension Wise.

How we use your information - guidance appointments

During a Pension Wise guidance appointment questions will be asked about your personal and family affairs, financial arrangements and plans and general state of health.

These details will be used to provide you with a summary of your appointment. They may be used to help the government and third parties analyse and improve the performance of the service.

For digital versions of the appointment summary, your name and email address are shared with the Government Digital Service. If shared in this way, your information is used only for this purpose and will not be disclosed any further.

For telephone appointments, calls are recorded and stored.

How we use your information - website

The information we collect on the website includes:

  • questions, queries or feedback you leave, including your email address if you send an email to Pension Wise

  • your IP address, and details of which version of web browser you used

  • information on how you use the site, using cookies and page tagging techniques to help us improve the website

This helps us to:

  • improve the site by monitoring how you use it
  • respond to any feedback you send us, if you’ve asked us to
  • provide you with information about local services if you want it

We can’t personally identify your use of the website using your data.

Where your data is stored

We store your data on our secure servers in the EU.

By submitting your personal data, you agree to this.

We have procedures and security features in place to try and keep your data secure once we receive it.

We won’t share your information with any other organisations for marketing, market research or commercial purposes, and we don’t pass on your details to other websites.

Pension Wise contains links to and from other websites.

This privacy policy only applies to Pension Wise, and doesn’t cover other government services and transactions that we link to.

If you go to another website from this one, read the privacy policy on that website to find out what it does with your information.

Your rights

You can find out what information we hold about you, and ask us not to use any of the information we collect.