GDPR: How we look after your data

14th May 2018


What is GDPR?

Let’s start right at the beginning: the EU have introduced a new law which is designed to give you more control over how companies collect and use your personal data. It’s called General Data Protection Regulation (GDPR) and it comes into effect on the 25th of May 2018.


What does this mean for Broadbench?

For us, we see GDPR as a good thing. As a company, we want to be really clear with you on how we collect and use your data. It’s what we’d hope from companies we deal with too. Because of that, we’re ensuring that we run a tight ‘data ship’ by giving our staff updated data protection training, ensuring that those we partner with are adhering to data regulations and that the systems we use to store data are as secure as they can possibly be.

GDPR has also led us to contact everyone in our database who currently receives marketing messages from us and ask them to confirm that they still want to hear from us in this way. If not, then we’ll either remove them from our database or ensure we no longer contact them with regards to these marketing communications.


What can you expect if you ‘opt-in’ to us holding your data for marketing purposes?

We only occasionally send marketing emails. When we do, you can expect:

  • An occasional email detailing offers on insurance/mortgage products we think are relevant to you
  • Insights into how best to protect yourself as a Contractor
  • Relevant news or updates from the Contractor market


What about when you want to unsubscribe?

You can unsubscribe from being part of our marketing database at any time. There will always be an unsubscribe link at the bottom of every email we send you or, you can email or phone us to update your preferences using the contact details that can be found here.


What if you’re a Broadbench client?

As a company regulated by the Financial Conduct Authority (FCA) we’re required to keep your data on record regarding the policy or mortgage you took out through us but, in order to keep communicating our marketing messages to you, you’ll need to explicitly let us know we can! If you choose to not hear from us in this way, the only time you’ll hear from us is with regards to the policy or mortgage you took out through us.


What we do with your data

Of course, as a brokerage, we collect your information in order to provide you with the best recommendations we can for a protection policy or mortgage. In order to do this, we have to send your details to our trusted providers (like Aviva, Legal and General, Vitality and AIG, among others). For an understanding of how they look after your data, you’ll need to visit their website to read their own privacy policies.

To store your data we use a handful of intentionally selected service providers, like Salesforce, and are conscientious in ensuring that these providers are supported by world-class security systems. We certainly don’t sell your data or share it with any unrelated third parties!

When you are a Broadbench client, you also have access to your own client portal – this is where your information is stored and exists so both yourself and your Broadbench adviser can see all of the information relating to your policy or mortgage. The client portal also enables us to keep closely aligned with EU data regulations as, at any point, you can see your data and edit it if it has changed and needs updating (a change of address for example).

This portal is hosted at Heart Internet, who take both physical and virtual security very seriously. In addition, client access to the portal requires two-factor authentication: the mobile phone that is associated with the account will receive an SMS message each time that you login and, access demands a password.



At any point, if you have any questions about your data or preferences, you can, of course, get in touch using the details that can be found on our contact page. For more detailed information on the data we collect and how it is kept safe, please visit our recently updated privacy policy page.

All content is accurate at the time of publication

Related Articles

Get in touch

Speak to an expert

For free personal advice

01202 700053

Email us