Privacy Statement - Annuity Discount Brokerage

Any information you may provide us with about your annuity purchase is subject to the Data Protection Act 1998. When you use our web site or purchase an annuity through, all information you provide us with is treated as confidential. We do not pass this information on to any third party other than to comply with regulatory and statutory responsibilities and your data will always be stored securely in compliance with all appropriate laws and regulations.

All reasonable steps have been taken to safeguard against unauthorised or unlawful processing and accidental loss, destruction or damage to any information held on you. Medical details which are essential for impaired life annuities are stored in a locked, alarmed building in fire proof storage. We hold these records for a minimum of six years, but reserve the right to hold them indefinitely. Subject to certain exceptions, you are entitled to access your personal data.

Communication about your Annuity

To ensure you are kept fully informed of your annuity application we may contact you by mail, email and other means of communication to provide you with information. If at any time you wish us to cease processing your personal data, please contact The Data Protection Officer on 01483 825 609 or in writing at Annuity Discount Brokerage, Axxis House, 178a High Road, Byfleet, Surrey, KT14 7ED.


Whilst we do everything possible to keep the information that you supply about your annuity secure, please be aware that the Internet is not a fully secure method of communicating. We use secure servers for collecting personal information and these are protected by firewalls.

External links

We provide links to external web sites and are not responsible for the content of external internet sites.

Sharing of Information with Third Parties

Your consent

You acknowledge and agree that:

Axxis Financial Planning's Responsibilities: How do we protect user information?

As required by the Data Protection Act 1998, Axxis Financial Planning follows strict security procedures in the storage and disclosure of information which you have provided via this Web Site, to prevent unauthorised access.

What are Cookies and does the Annuity Discount Brokerage use them?

Changes to Privacy Policy

Axxis Financial Planning reserves the right to add to or change the terms of this Privacy Policy in its sole discretion, without prior notice to you. If we change this Privacy Policy, we will post the new Privacy Policy on the Web Site, and it will become effective from the time of posting to the Web Site. Please visit this Privacy Policy on a regular basis to make sure you have read the latest version and you understand what Axxis Financial Planning does with your information. Wherever possible, Axxis Financial Planning will give you notice of any changes prior to their implementation.


This Web Site contains links to other web sites. Please be aware that Axxis Financial Planning cannot be held responsible for the privacy policies of such other sites. Axxis Financial Planning encourages its users to be aware when they leave the Web Site and to read the privacy statements of each and every web site that collects personally identifiable information. This privacy statement applies solely to information collected by this Web Site.


If you have any queries or problems with regard to this Privacy Policy or the uses to which Axxis Financial Planning puts your information, please contact us via the 'contact us' page on this site.

Data Protection Statement

Axxis Financial Planning is committed to respecting your privacy and will handle any customer data in accordance with the Data Protection Act 1998 and any other relevant laws in the United Kingdom. You can browse the majority of the Annuity Discount Brokerage Web site without identifying yourself. The following headings let you know what information we collect, how we use it, and how we protect it.

Data We Collect

The data that we ask you to provide will be split into two categories, required and optional. Required data are details we need to complete an application, such as name, address, personal details and so on. Optional data will include information will help us to better understand our customers in order to improve the services that we can offer.

How We Use Your Data

Your data are used to help you complete an application, to provide you with confirmation, and to keep you informed of product or service developments. Where applicable, personal data is retained for only as long as required to complete the transaction and will then be deleted from our systems.

From time to time, we may use your information to contact you for market research or to provide you with marketing information we think would be of particular interest. If you would prefer not to be contacted for these purposes, please let us know.

Further information can be found at the Information Commissioner's Office website at