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This Privacy Policy is laid out to inform you about how Annuity Choice may collect and process information that relates to you, how we aim to protect your information, your rights and how you can exercise those with us. 


When we say, ‘Annuity Choice’ or ‘we’, this means Annuity Choice act as a data controller in respect of your personal data/information. 


Annuity Choice is committed to the principles of good information management, and we intend to go beyond basic legal requirements when it comes to processing your information.  This is because we recognise and value the trust you place in us to handle your information in a lawful, fair, and transparent way.  We are committed to assuring you that your privacy is protected with us. This policy continues to apply even when your agreement/contract or our services to you may end. The policy should also be read alongside any agreements, service documentation or terms and conditions, that include sections relating to the use and disclosure of your information. 


Who are we? 

Annuity Choice provides a service regarding itself as a “Data Controller” within current data protection legislation and regulation, and is registered accordingly.  We have a team who deal with Data Protection as well as a Data Protection Officer, as specified within the UK Data Protection law. 

If you have any questions about this Privacy Policy, including if you wish to send us a request to exercise any of your legal rights, please contact the Privacy team at: 

Privacy Team 

Annuity Choice 

244 Fulwood Road 



S10 3AA 

Telephone: 0800 590540 



Changes to this Privacy Policy and your duty to inform us of change 

This version was last updated on 27 March 2024.   It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us. 


What type of information do we process? 

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data). 

Types of personal data we collect 

We may collect, use, store and transfer different kinds of personal data about you, which we have grouped together as follows:- 

“Identity Data”, which may comprise your first name, last name, marital status, age, date of birth, work location, job title, national insurance number, and gender. 

Financial Data”, which may comprise your bank account and billing details. This may also include your salary information or additional information about your financial wealth management or employee benefit requirements where we are setting up Employee Benefit services for you, or for your employer on your behalf (please see below for further details). 

“Contact Data”, which may comprise your address, email address and telephone number. 

“Transaction Data”, which may comprise details about payments to and from you and other details of products and services you have purchased from us. 

“Technical Data”, which may comprise your IP address, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the device used to access our website. 

“Usage Data”, which may comprise information about how you use our website. 

“Marketing and Communications Data”, which comprises your preferences in receiving marketing from us and third parties and your communication preferences. 

Special categories of personal data 

We may on occasion need to collect certain sensitive information, or “Special Categories of Personal Data” (as it is termed under the UK Data Protection law) about you, and this may include details about your trade union membership or information about your health and genetic or biometric data. We will always be clear in explaining when we are asking you to give us this information, why we need this information, and the purposes for which we will use it. We will always obtain your explicit consent to use any Special Categories of Personal Data about you unless we are otherwise required or permitted to do so by law. 


How is your personal information collected? 

Dependent upon the nature of your contact with Mattioli Woods, we may process different types of information about you and collect this information in different ways. We will only process your data where it is lawful to do so and we will only collect the minimum amount of information necessary to meet the purpose for which we intend to use that information, for example in order to provide you with the services we have been engaged for. 


Where we need to collect personal data by law, or under the terms of a contract we have with you and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with our services). In this case, we may have to cancel a product or service you have with us, but we will notify you if this is the case at the time. 

When you telephone us or write to us 

You may give us your Identity, Contact and Financial Data by filling in forms or by corresponding with us by post, phone and email or otherwise. Your employer may also give us your Identity, Contact and Financial Data where they are engaging our services on your behalf. For example, this includes personal data you provide when you (or, where appropriate, your employer on your behalf): 

apply for our products or services; 

request marketing to be sent to you; 

enter a competition, promotion or survey; 

submit an enquiry to us; or 

participate in our complaints handling procedures. 


When you visit our website 

As you interact with our website, we may automatically collect Usage Data and Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies and other similar technologies. 

Cookies are small text files that are placed on your computer by websites that you visit.  They are widely used in order to make websites work more efficiently, as well as to provide information to owners of the websites. Please see our Cookie Policy for further details. 

Most web browsers allow some control of most cookies through the browser settings.  To find out more about cookies, including how to see what cookies have been set and how to manage and delete them, visit or 

We use a third-party service, Google Analytics, to collect internet log information and the behaviour patterns of visitors to the website, in other words to monitor which parts of our website get visited.  This information is processed in a way that does not identify you or anyone else.  For further information on Google’s policies and practices, please visit   

Our website also contains a search engine that you can use to find information you require.  Any use of this search engine is logged, albeit anonymously, and no user specific identifiable information is captured.  Information that is captured is used to improve the search functionality and website navigation. 

Third party websites 

This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy policy of every website that you visit. 


How will we ensure that we process your information lawfully? 

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances: 

Where we need to perform the commercial contract we are about to enter into or have entered into with you, or in order to takes steps, at your request, prior to entering into the commercial contract. 

Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests. In particular where we are taking steps to enter into or are fulfilling the terms of a contract we have with your employer in order to provide you with some kind of benefit in the course of your employment. 

Where we need to comply with a legal or regulatory obligation. 

“Legitimate Interest” means the interest of our business in conducting and managing our business to enable us to give you the best service/product and the best and most secure experience. We make sure we consider and balance any potential impact on you (both positive and negative) and your rights before we process your personal data for our legitimate interests. We do not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law). 

We have set out in the Annex to this Privacy Policy, a description of all the ways we intend to use any personal data, and which of the legal bases we intend to rely on in order to do so. We have also identified what our legitimate interests are where appropriate. You can obtain further information about how we assess our legitimate interests against any potential impact on you in relation to specific activities by contacting us. 

We may also use and disclose your personal information for the following purposes:- 

Where we want to send you, or permit others to send you, marketing if you have given us your express opt-in consent to do so (we will make sure that you are able to make an informed decision around that consent by being open and transparent with you about the specific purposes for which we intend to use your information). You can opt-out of receiving marketing at any time by contacting us (or the relevant third party). 

In some circumstances, there may be a legal obligation placed upon us to process information and share it with third parties, for example for law enforcement purposes. Please note that we may process your personal data without your knowledge or consent where this is required or permitted by law 

We will not process any of your information as part of any automated decision making, in other words should we use your information to assist us in making any decisions, for example offering you a service, we will treat you and your information with respect and dignity and not use a machine to make decisions for us. 


How long will we retain your information for? 

We will only retain your personal data for as long as necessary to fulfil the purposes we originally collected it for. We may also retain your personal data for the purposes of satisfying any legal, accounting, or reporting requirements. 

We are committed to being transparent about the management of our information, and this includes ensuring that we do not continue to hold any information about you for longer than is necessary. 


What can you do if you are not happy about how Annuity Choice has responded to you in exercise of your information rights? 

We would like to work with you to understand how we can provide a better service to you in the exercise of your rights, and in our processing and use of your information.  We understand the importance of your privacy and want you to feel that you can entrust us with your valuable information. 

Should you be dissatisfied with how we have responded to you when you have tried to exercise your information rights with us then we would ask that you initially contact us to express your dissatisfaction and ask that we conduct an internal review of how we have responded.  You can contact us at: 

Privacy Team 

Annuity Choice 

244 Fulwood Road 



S10 3AA 

Telephone: 0800 590540