Privacy & Cookie Policy

Overview – the key information you should be aware of

(A)       Who we are: We are Pi Consulting (UK) Limited (“we”, “our” and “us”). We are the owner and operator of this website (https://pipartnershipgroup.co.uk/), and the controller of personal information relating to visitors to this website, our clients and people who sign up to our events.

(B)       Our values and what this policy is for: We value your privacy and want to be accountable and fair to you as well as transparent with you in the way that we collect and use your personal information.  We also want you to know your rights in relation to your information.

(C)      What you need to do and your confirmation to us: Please read this privacy policy carefully to understand how we handle your personal information. By engaging with us in the ways set out in this privacy policy, you confirm that you have read and understood the entirety of this privacy policy, as it applies to you.

The detail – the key information you should be aware of

1.         How we obtain your personal information

1.1.         Generally, we obtain your personal information from you directly. We may also receive information about you from third parties (such as, event organisers, social media or our suppliers).

1.2.         You may give us personal information about yourself by using the online forms provided on our website, or by contacting us by phone, email or other means. This includes, for example, where you provide your personal information to us in order to receive information or services from us. If you are a supplier, you may also give us personal information about you when you are offering or providing services to us.

2.         Collection of your personal information and how we use it  

Please go to the section or sections below that best describes our relationship with you to find out the information that we collect about you and how we use this information. 

2.1.         Visitors to our website

a)         What personal information we collect about you

We, or third parties on our behalf, may collect and use any of the following information about you:

  • your contact information (including your name and email address);
  • information related to your business or the services you are interested in;
  • information provided when you correspond with us;
  • any updates to information provided to us;
  • personal information we collect about you or that we obtain from our third party sources; and
  • the following information created and recorded automatically when you visit our website:
  • (A)       Technical information. This includes: the Internet Protocol (IP) address used to connect your computer to the internet address; the website address and country from which you access information; the files requested; browser type and version; browser plug-in types and versions; operating system; and platform. We use this personal information to administer our website, to measure the efficiency of our systems and to undertake an analysis on the locations from which people access our webpages;
  • (B)       Information about your visit and your behaviour on our website (for example, the pages that you click on).  This may include the website you visit before and after visiting our website (including date and time), time and length of visits to certain pages, page interaction information (such as scrolling, clicks, and mouse-overs), methods used to browse away from the page, traffic data, location data, weblogs and other communication data and information provided when requesting further service or downloads.

b)         How we use your personal information

We will collect, use and store the personal information listed above for the following reasons:

  • to allow you to access and use our website;
  • to receive and respond to enquiries from you through the website;
  • for improvement and maintenance of our website and to provide technical support for our website;
  • to ensure the security of our website;
  • to recognise you when you return to our website, to store information about your preferences; and
  • to evaluate your visit to our website and prepare reports or compile statistics to understand the type of people who use our website, how they use our website and to make our website more intuitive. Such details will be anonymised as far as reasonably possible and you will not be identifiable from the information collected.

2.2.         Clients, and employees of clients (including prospective clients)

a)         What personal information we collect about you

We, or third parties on our behalf, may collect and use any of the following information about you:

  • your contact information (including your name, email address and phone number);
  • your business information (including company name, job title, department);
  • information provided when you correspond with us;
  • any updates to information provided to us;
  • information about the business being conducted and associated services we provide to you:
  • (A)       information needed to provide the services to you;
  • (B)       customer services information; and
  • (C)      customer relationship management and marketing information;
  • CCTV recordings, if you visit our site or office; and
  • information you provide to help us provide you with an improved service; for example if we ask you to fill in a survey or questionnaire.

b)         How we use your personal information

We will collect, use and store the personal information listed above for the following reasons:

  • to provide you with our services;
  • to deal with any enquiries or issues you have about our services ;
  • to send you certain communications (including by email or post) about our services such as administrative messages (for example, setting out changes to our terms and conditions and keeping you informed about our fees and charges);
  • to ensure your safety and security and that of others, through the use of CCTV;
  • to carry out statistical analysis and market research on people who may be interested in our services; and
    if it is in our legitimate interests for business development and marketing purposes, or (if needed) we have your consent, to contact you (including by telephone or post) with information about our services.

Please see sections 2.5 for more details about how we use your personal information.

c)          Special categories of data. In very limited circumstances, some of the personal information that we collect about you or which you provide to us about you may be special categories of data.; for example, if you share any dietary requirements with us (which constitute health-related information).
d)         information we need to provide services to you.  We need certain types of personal information so that we can provide services to you and perform contractual and other legal obligations that we have to you. If you do not provide us with such personal information, or if you ask us to delete it, you may no longer be able to access our services.

2.3.         People who sign up to attend our events

a)         Where we host events, either alone or with our partners, or where we participate in events attended by you, we, or third parties on our behalf, may collect and use any of the following information about you:

  • your name, contact information (including e-mail address),  your place of work or other professional role, and any dietary or accessibility requirements you may have;
  • information provided when you correspond with us; and
  • any updates to information provided to us.

b)         How we use your personal information

We will collect use and store the personal information listed above to process your registration for the relevant event, and to communicate with you about the event. We will also use your contact details following the event to send you information relating to the event or other information about our services which we think may be of interest you.

2.4.         Our suppliers and employees of our suppliers

a)         We, or third parties on our behalf, may collect and use any of the following information about you:

  • your name, contact details (including e-mail address, phone number and postal address), company details and job title;
  • information about the services you provide to us;
  • information provided when you correspond with us;
  • any updates to information provided to us; and
  • personal information we collect about you from third party sources, such as LinkedIn.

b)         How we use your personal information

We will collect, use and store the personal information listed above for the following reasons:

  • to enable us to purchase and receive products and services from you (including supplier due diligence, payment and expense reporting and financial audits);
  • to deal with enquiries from you;
  • for health and safety records and management;
  • for security vetting and criminal records checks (where applicable and allowed by law); and
  • for CCTV monitoring and other security of company facilities.

Please see sections 2.5 for more details about how we use your personal information.

c)          Special categories of data. In limited circumstances, some of the personal information that we collect about you or which you provide to us about you or your employees may be special categories of data.  Special categories of data include information about your physical and mental health, sexual orientation, racial or ethnic origin, political opinions, philosophical belief, trade union membership and biometric data.

2.5.         Whatever our relationship with you is, we may also collect, use and store your personal information for the following additional reasons:

a)         to deal with any enquiries or issues you have about how we collect, store and use your personal information, or any requests made by you for a copy of the information we hold about you.  If we do not have a contract with you, we may process your personal information for these purposes where it is in our legitimate interests for customer services purposes;

b)         for internal corporate reporting, business administration, ensuring adequate insurance coverage for our business, ensuring the security of company facilities, research and development, and to identify and implement business efficiencies.  We may process your personal information for these purposes where it is in our legitimate interests to do so;

c)          to comply with any procedures, laws and regulations which apply to us – this may include where we reasonably consider it is in our legitimate interests or the legitimate interests of others to comply, as well as where we are legally required to do so; and

d)         to establish, exercise or defend our legal rights – this may include where we reasonably consider it is in our legitimate interests or the legitimate interests of others, as well as where we are legally required to do so.

3.         Legal basis for use of your personal information

3.1.         We consider that the legal bases for using your personal information as set out in this privacy policy are as follows:

a)         our use of your personal information is necessary to perform our obligations under any contract with you; or

b)         our use of your personal information is necessary for complying with our legal or regulatory obligations (for example, for health and safety purposes); or

c)          where neither (a) nor (b) apply, use of your personal information is necessary for our legitimate interests or the legitimate interests of others (for example, to ensure the security of our website). Our legitimate interests are to:

  • run, grow and develop our business (as well as the businesses of our group companies
  • operate our website;
  • select appropriately skilled and qualified suppliers;
  • carry out marketing, market research and business development; and
  • for internal group administrative purposes.

3.2.         If we rely on your consent to use your personal information in a particular way, but you later change your mind, you may withdraw your consent by contacting us at: GDPR@pipg.co.uk and we will stop doing so.

4.         How and why we share your personal information with others

4.1.         We may share your personal information with our group companies where it is in our legitimate interests to do so for internal administrative purposes (for example, for corporate strategy, compliance, auditing and monitoring, research and development and quality assurance).   

4.2.         We will share your personal information with the following third parties or categories of third parties:

a)         Service providers that host, maintain, service and develop our website, IT solutions and who may access personal data stored within that solution when providing support and maintenance services;

b)         other service providers and sub-contractors, including payroll and accounting services, payment processors, suppliers of technical and support services, insurers, and cloud service providers;

c)          companies that assist in our marketing, advertising and promotional activities; and

d)         analytics and search engine providers that assist us in the improvement and optimisation of our website.

4.3.         We will also disclose your personal information to third parties:

a)         where it is in our legitimate interests to do so to run, grow and develop our business:

  • if we sell or buy any business or assets, we may disclose your personal information to the prospective seller or buyer of such business or assets;
  • if substantially all of our or any of our affiliates’ assets are acquired by a third party, in which case personal information held by us will be one of the transferred assets;

b)         if we are under a duty to disclose or share your personal information in order to comply with any legal obligation, any lawful request from government or law enforcement officials and as may be required to meet national security or law enforcement requirements or prevent illegal activity;

c)          in order to enforce or apply our terms of use, our terms and conditions for clients or any other agreement or to respond to any claims, to protect our rights or the rights of a third party, to protect the safety of any person or to prevent any illegal activity; or

d)         to protect the rights, property, or safety of the Pi Group, our staff, our clients or other persons. This may include exchanging personal information with other organisations for the purposes of fraud protection and credit risk reduction.

5.         How long we store your personal information

a)         We keep your personal information for no longer than necessary for the purposes for which the personal information is processed.  The length of time for which we retain personal information depends on the purposes for which we collect and use it and/or as required to comply with applicable laws and to establish, exercise or defend our legal rights.

6.         Cookies and similar technologies

6.1.         What are cookies?

Some pages on our website use cookies, which are small files placed on your internet browser when you visit our website. We use cookies in order to offer you a more tailored experience in the future, by understanding and remembering your particular browsing preferences. 

6.2.         How do we use cookies?

Our website uses first-party and third-party cookies for several purposes. First-party cookies are mostly necessary for the website to function the right way, and they do not collect any of your personally identifiable data. 

The third-party cookies used on our website are mainly for understanding how the website performs, how you interact with our website, keeping our services secure, providing advertisements that are relevant to you, and all in all providing you with a better and improved user experience and help speed up your future interactions with our website.

6.3.         Types of cookies we use

a)         Necessary cookies are required to enable the basic features of our website, such as adjusting your consent preferences. These cookies do not store any personally identifiable data.

Cookie

Duration of use

Purpose

elementor

Never Expires

The website’s WordPress theme uses this cookie. It allows the website owner to implement or change the website’s content in real-time.

wpEmojiSettingsSupports

session

WordPress sets this cookie when a user interacts with emojis on a WordPress site. It helps determine if the user’s browser can display emojis properly.

cookieyes-consent

1 year

CookieYes sets this cookie to remember users’ consent preferences so that their preferences are respected on subsequent visits to this site. It does not collect or store any personal information about the site visitors.

rc::a

Never Expires

This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.

rc::c

session

This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.

b)         Performance cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

Cookie

Duration of use

Purpose

SRM_B

1 year 24 days

Used by Microsoft Advertising as a unique ID for visitors.

c)          Functionality cookies are used to remember choices you make and provide enhanced, more personal features.

Cookie

Duration of use

Purpose

_dc_gtm_UA-*

1 minute

Google Analytics sets this cookie to load the Google Analytics script tag.

d)         Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source etc.

Cookie

Duration of use

Purpose 

CLID

1 year

Microsoft Clarity set this cookie to store information about how visitors interact with the website. The cookie helps to provide an analysis report. The data collection includes the number of visitors, where they visit the website, and the pages visited.

_ga

1 year 1 month 4 days

Google Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site’s analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors.

_gid

1 day

Google Analytics sets this cookie to store information on how visitors use a website while also creating an analytics report of the website’s performance. Some of the collected data includes the number of visitors, their source, and the pages they visit anonymously.

_gat_gtag_UA_*

1 minute

Google Analytics sets this cookie to store a unique user ID.

_ga_*

1 year 1 month 4 days

Google Analytics sets this cookie to store and count page views.

_clck

1 year

Microsoft Clarity sets this cookie to retain the browser’s Clarity User ID and settings exclusive to that website. This guarantees that actions taken during subsequent visits to the same website will be linked to the same user ID.

SM

session

Microsoft Clarity cookie set this cookie for synchronising the MUID across Microsoft domains.

_clsk

1 day

Microsoft Clarity sets this cookie to store and consolidate a user’s pageviews into a single session recording.

MR

7 days

This cookie, set by Bing, is used to collect user information for analytics purposes.

e)         Targeting/ Advertisement cookies are used to provide visitors with customised advertisements based on the pages you visited previously and to analyse the effectiveness of the ad campaigns.

Cookie

Duration of use

Purpose 

MUID

1 year 24 days

Bing sets this cookie to recognise unique web browsers visiting Microsoft sites. This cookie is used for advertising, site analytics, and other operations.

ANONCHK

10 minutes

The ANONCHK cookie, set by Bing, is used to store a user’s session ID and verify ads’ clicks on the Bing search engine. The cookie helps in reporting and personalisation as well.

6.4.         Manage cookie preferences

Where we use cookies on our website, you may block these at any time. To do so, you can activate the setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies), you may not be able to access all or parts of our website or to use all the functionality provided through our website.

7.         Your rights

7.1.         You have certain rights in relation to your personal information. If you would like further information in relation to these or would like to exercise any of them, please contact us via email at GDPR@pipg.co.uk at any time. You have the following rights:

a)         Right of access.  You have a right of access to any personal information we hold about you.  You can ask us for a copy of your personal information; confirmation as to whether your personal information is being used by us; details about how and why it is being used; and details of the safeguards which are in place if we transfer your information outside of the United Kingdom.

b)         Right to update your information.  You have a right to request an update to any of your personal information which is out of date or incorrect.

c)          Right to delete your information.  You have a right to ask us to delete any personal information which we are holding about you in certain specific circumstances.  You can ask us for further information on these specific circumstances by contacting us at: GDPR@pipg.co.uk

We will pass your request onto other recipients of your personal information unless that is impossible or involves disproportionate effort.  You can ask us who the recipients are by contacting us at at: GDPR@pipg.co.uk.

d)         Right to restrict use of your information: You have a right to ask us to restrict the way that we process your personal information in certain specific circumstances.  You can ask us for further information on these specific circumstances by contacting us at at: GDPR@pipg.co.uk

We will pass your request onto other recipients of your personal information unless that is impossible or involves disproportionate effort.  You can ask us who the recipients are by contacting us at: GDPR@pipg.co.uk.

e)         Right to stop marketing: You have a right to ask us to stop using your personal information for direct marketing purposes.  If you exercise this right, we will stop using your personal information for this purpose.

f)           Right to data portability: You have a right to ask us to provide your personal information to a third party provider of services. 

This right only applies where we use your personal information on the basis of your consent or performance of a contract; and where our use of your information is carried out by automated means.

g)         Right to object.  You have a right to ask us to consider any valid objections which you have to our use of your personal information where we process your personal information on the basis of our or another person’s legitimate interest. 

7.2.         We will consider all such requests and provide our response within a reasonable period (and in any event within one month of your request unless we tell you we are entitled to a longer period under applicable law). Please note, however, that certain personal information may be exempt from such requests in certain circumstances, for example if we need to keep using the information to comply with our own legal obligations or to establish, exercise or defend legal claims. 

7.3.         If an exception applies, we will tell you this when responding to your request.  We may request you provide us with information necessary to confirm your identity before responding to any request you make. 

8.         Marketing

8.1.         We may collect and use your personal information for undertaking marketing by email, telephone and post.

8.2.         We may send you certain marketing communications (including electronic marketing communications) if it is in our legitimate interests to do so for marketing and business development purposes or, if you are a sole trader or a non-limited liability partnership if you have consented to receive such electronic marketing information.

8.3.         However, we will always obtain your consent to direct marketing communications where we are required to do so by law and if we intend to disclose your personal information to any third party for such marketing. 

8.4.      If you wish to stop receiving marketing communications, you can contact us by email at: GDPR@pipg.co.uk .

9.         Where we may transfer your personal information

9.1.         Your personal information may be used, stored and/or accessed by staff or suppliers operating outside the UK. Further details on to whom your personal information may be disclosed are set out in section 4.

9.2.         If we provide any personal information about you to any such non-UK suppliers, we will take appropriate measures to ensure that the recipient protects your personal information adequately in accordance with this privacy policy.  These measures may include the following:

a)         ensuring that there is an adequacy decision by the UK Government in the case of transfers out of the UK, which means that the recipient country is deemed to provide adequate protection for such personal data (this is the case for countries within the European Economic Area, for example);

b)         where we have in place standard model contractual arrangements with the recipient which have been approved by the European Commission (or the UK Government for transfers out of the UK in due course). These model contractual clauses include certain safeguards to protect the personal data;

9.3.         Further details on the steps we take to protect your personal information, in these cases is available from us on request by contacting us by email at: GDPR@pipg.co.uk at any time.

10.     Links to other websites

Our website may contain hyperlinks to websites that are not operated by us. These hyperlinks are provided for your reference and convenience only and do not imply any endorsement of the activities of such third-party websites or any association with their operators. This privacy policy only applies to the personal information that we collect or which we receive from third party sources, and we cannot be responsible for personal information about you that is collected and stored by third parties. Third party websites have their own terms and conditions and privacy policies, and you should read these carefully before you submit any personal information to these websites. We do not endorse or otherwise accept any responsibility or liability for the content of such third party websites or third party terms and conditions or policies.

11.     Changes to our privacy policy

We may update our privacy policy from time to time. Any changes we make to our privacy policy in the future will be posted on this page and, where appropriate, notified to you by post or email. Please check back frequently to see any updates or changes to our privacy policy.

12.     Further questions and how to make a complaint

12.1.     If you have any queries or complaints about our collection, use or storage of your personal information, or if you wish to exercise any of your rights in relation to your personal information, please contact us by:

a)         post at our registered address and place of business:  2nd Floor, Tuition House, 27-37 St. George’s Road, Wimbledon, London, SW19 4EU; or

b)         using our website contact form https://pipartnershipgroup.co.uk/get-in-touch/; or

c)          telephone 0208879600; or

d)         email, using the email address GDPR@pipg.co.ukor any email address published on our website. We will investigate and attempt to resolve any such complaint or dispute regarding the use or disclosure of your personal information.

12.2.     You may also make a complaint to the Information Commissioner’s Office, or the data protection regulator in the country where you usually live or work, or where an alleged infringement of applicable data protection laws has taken place.  Alternatively, you may seek a remedy through the courts if you believe your rights have been breached.

The practices described in this privacy policy statement are current as of November 2024.

Diversity

Diversity, Equity and Inclusion

Everyone has different needs, and we support this balance offering true flexibility in how our people manage their time and fully support part time working and a family friendly approach.

Communication

Communication

We believe in clear and transparent communication and create regular opportunities for internal communication. Our regular business updates and opportunities to input into the business ensures everyone feels part of the team and on the same page at Pi, ensuring our hybrid working model is effective regardless of where you are based.

Development

Development

Nurturing every Pi Person is important to us and we want to ensure everyone has the opportunity for continued professional development by providing the space to do this alongside client commitments. Everyone has an individual Personal Development Plan catered to them, whether they are on the start of their journey with Pi or those looking at ways to transition into the next stage of their careers.

Everyone has the opportunity for a regular development and progression review and everyone has ownership over their own development with input and guidance of senior member of the team where required.

We provide regular opportunities to share knowledge amongst our teams through Lunch Time Learn in sessions and actively encourage involvement and participation into this.

Culture

Culture

We are an open, friendly and supportive team who thrive in a flexible and autonomous environment. Our people are trusted to get on with things, adding value and individual contribution, whilst maintaining a good work life balance and ideally having fun along the way.

We want to ensure we cultivate our special culture and our focus is to maintain our exceptional engagement levels. We are proud to have been awarded the Sunday Times Best Place to Work for small businesses in 2023 and 2024, and also in 2025 after moving to the medium-sized business category.

Employee Owned

Employee Owned

Our employee ownership structure is central to our philosophy of making sure every Pi Person is part of our success story, contributing to how we run the business, and sharing in the profits. We know that being successful is not just down to numbers, it’s about our people who all contribute in their unique way to our success and creating a working environment where everyone has a voice.

Visit Us

2nd Floor Tuition House, 27-37 St. George’s Road, Wimbledon, London, SW19 4EU

Email Us

enquiries@pipg.co.uk

our team

Amanda Burden

Director and Governance Specialist

Amanda is a Board Director of Pi Partnership Group and leads the development of Pi’s services. She works closely with clients, the Pi team and professional advisers to ensure all of Pi’s services meet the changing needs of the pension market and deliver clear value to Pi’s clients.

Amanda has over twenty-five years’ experience in the pensions industry and, as well as ensuring Pi’s services continue to meet the needs of our clients in a rapidly changing pension landscape, is also a member of Pi’s Executive Management Team. She provides specialist project management for clients on a range of services, including adviser selection and review, trustee board assessment and governance design.

As well as being a Fellow of the Pensions Management Institute (PMI) and Chair of the PMI London Group, Amanda holds PMI certificates in Pensions Automatic Enrolment and DC Governance, was a past Prince2 practitioner and is a Certified Risk Management Practitioner.

What do you most enjoy about your role:  Successfully delivering complex projects and creating a happy team environment.

Interests outside work: Travel, theatre and as part of Abundance London helping create beautiful spaces in urban settings.

Top achievement to date: Competing in the 2005/06 Round the World Clipper race.