Privacy policy.
We understand that in order to provide you with coaching and financial guidance that is best suited to your needs, you’ll need to provide us with very personal data that you may have never shared with anyone else. Therefore, we have a very important responsibility to protect the data you share with us and ensure that your privacy is maintained. This document is intended to help you understand what information we collect, how we use it and how you can control that information.
Where we refer to “Goalkeep”, “we”, “us” or “our”, we mean Goalkeep Limited.
Information we collect about you
| Information Collected | When We Collect It |
|---|---|
| Your name and contact details (email, phone number) | When you contact us through our website |
| Information about your life goals including: - Intentions on kids - Preference for expenditures on kids (childcare, education, etc.) - Property ownership - Career ambitions - Retirement goals - Relationship status | To create your life goals plan |
| Information about your finances including: - Savings - Investments - Pensions - Mortgages - Insurance - Income and Expenditure - Deposits - Assets (car, etc.) | To create your financial plan |
| Payment information / Bank Account information | When you choose to pay for Goalkeep through Direct Debit |
| Employment information, including your current employer and occupation | When signing up to Goalkeep and/or when creating your financial plan |
| Communications we have with you (emails, online chat, letters, telephone call recordings, audio recordings from in person meetings) | When you get in touch with us When you have a coaching session or other communication with a Financial Coach When you respond to requests for feedback |
| Information about your location and how you use our website | When you use the Goalkeep website or Goalkeep financial planning tool When you open our emails |
| Information publicly available on your social profiles | When you like or otherwise interact with us on Instagram |
| Sensitive data including sexual orientation and health information | When establishing your goals and creating your financial plan |
How we use information that we collect
To store and process the information that we collect about you, we are required to have a legal basis for doing do. Below is a summary of the ways that your personal information might be processed, and our justification for doing so.
| What we use your information for | Legal basis | Our legitimate interest |
|---|---|---|
| To build and update financial plans | To fulfil our contract with you | |
| Communicating with you as part of the Goalkeep service | To fulfil our contract with you Legitimate Interest | - Ensure our clients are aware of all of the services available to them through Goalkeep - To notify clients of changes to legislation, tax rules or other things that will affect their finances and/or where some action would improve their finances. - To encourage clients to recommend Goalkeep to their friends and/or colleagues |
| To inform you about our news and offers you might be interested in | Legitimate interest | - To develop our products and services. - To keep clients informed about services offered by Goalkeep |
| To carry out research and development To test new products and services | Legitimate interest | - Identify ways to improve our services - Be efficient about how we fulfil our contracts, provide our services and fulfil our legal duties |
| To process, respond to and resolve feedback and/or complaints | Legitimate interest | - Identify ways to improve our services - Be efficient about how we fulfil our contracts, provide our services and fulfil our legal duties |
If you have consented to our use of information about you for a specific purpose, you have the right to change your mind at any time, but this will not affect any processing that has already taken place. Where we are using your information because we have a legitimate interest to do so, you have the right to object to that use though, in some cases, this may mean no longer using the service.
To withdraw your consent or object to our processing of your data, please send us an email at info@goalkeep.co.uk.
How we share information that we collect
We will never share, trade or sell your information to any third party except when it is directly involved in the provision of the Goalkeep Services you have requested, or where you have given us explicit permission in advance.
Sharing anonymized or aggregated data
We will from time to time share data with partners, other third parties and/or publicly which shows how the Goalkeep service is used and any feedback we have received about Goalkeep. All personal information used for this purpose will either be anonymized and/or used in aggregate such that no individual person will be identifiable.
How we store and secure information that we collect
Security of your personal information
The transmission of information via the internet is not completely secure. Although we do our best to protect your personal data, we cannot guarantee the security of your data whilst it is being transmitted to or from our site; any transmission is at your own risk.
Personal data will be held by Goalkeep using appropriate safeguards to maintain its privacy and security. For example, we use https on the goalkeep.co.uk website, ensuring that data entered cannot be be viewed by a third party. Goalkeep data is hosted on G Suite, a highly scalable cloud computing platform with end-to-end security and privacy features built in. See https://gsuite.google.co.uk/intl/en_uk/security/?secure-by-design_activeEl=data-centers for details. We are careful to ensure that client data can only be accessed by vetted staff members.
If you have specific questions about Goalkeep’s security policies and procedures, or believe you have found a security issue that has not been sufficiently addressed, please email info@goalkeep.co.uk.
How long we keep information
The length of time that we store information we have collected about you depends on the type of information and what it was collected for.
All other information will be retained for as long as required for the uses outlined above. When your information is no longer needed, we will either delete or anonymize your information.
Your Rights
Under the terms of the General Data Protection Regulation (GDPR) you have the following rights:
You can ask us for a copy of the personal information we hold about you; we will provide this free of charge.
You can inform us of any changes to your personal information, or if you want us to correct any of the personal information we hold about you.
In certain situations, you can ask us to erase the personal information we hold about you, or object to particular ways in which we are using your personal information. Please note that we may need to retain certain information for recordkeeping purposes, to complete any transactions that you began prior to your request, or for other purposes as required or permitted by applicable law.
Where we are using your personal information on the basis of your consent, you are entitled to withdraw that consent at any time.
Moreover, where we process your personal information based on legitimate interest or the public interest, you have the right to object at any time to that use of your personal information by contacting info@goalkeep.co.uk
For security reasons we may ask for proof of your identity before we disclose information about you, or to you, via email or over the telephone.