Privacy Policy

1. INTRODUCTION

1.1 Imogen Services Limited (trading as Settlement Advice 4U) is committed to protecting the privacy and personal data of individuals. This policy outlines how we collect, use, store, and protect personal data, in accordance with the General Data Protection Regulation (GDPR) and other applicable laws.

1.2  This policy applies to all clients, visitors to our website, and anyone whose data we process in relation to our legal services.

2. DATA CONTROLLER

2.1 Imogen Services Limited (SA4U) is the Data Controller for the purposes of GDPR. You can contact us at:

(a) Address: 27 Peel Road, Wembley, United Kingdom; or

(b) Email: legal@settlementadvice4u.co.uk

3. TYPES OF DATA WE COLLECT

3.1 We collect and process the following types of personal data:

(a) Identification Data: Name, email address, phone number

(b) Employment Data: Details about your employer (if relevant to the Settlement Agreement)

(c) Financial Data: Invoices and payment details (typically paid by the employer)

(d) Document Data: Settlement Agreements or other employment-related legal documents; and

(e) Communication Data: Emails, messages, and any other communications between you and us.

3.2 We do not collect sensitive personal data unless strictly necessary for the provision of legal advice, such as medical information related to a specific Settlement Agreement.

4. LEGAL BASIS FOR PROCESSING PERSONAL DATA

4.1 We process personal data under the following lawful bases:

(a) Consent: When you upload personal data via our website submission form, we process it with your consent

(b) Contractual Necessity: We process personal data to provide legal services in relation to Settlement Agreements, as outlined in our Offer and Acceptance Form and General Terms

(c) Legal Obligation: We may process data to comply with legal requirements, such as anti-money laundering checks; or

(d) Legitimate Interests: We may process data for our legitimate business purposes, such as improving our services or corresponding with you about our services, provided these interests are not overridden by your rights.

5. HOW WE USE YOUR DATA

5.1 We use your personal data for the following purposes:

(a) Provision of Services: To provide you with Independent Legal Advice regarding your Settlement Agreement

(b) Communication: To communicate with you about the status of your matter, updates, or any other relevant information

(c) Legal Compliance: To comply with our legal obligations, such as record-keeping or reporting to authorities when required

(d) Invoicing and Payments: To invoice your employer and manage payment for the services we provide; and

(e) Improvement of Services: To improve the functionality of our website and the services we offer.

6. DATA SHARING

6.1 We do not share your personal data with third parties except in the following circumstances:

(a) With Your Employer: When communicating about the Settlement Agreement and invoicing

(b) Service Providers: We may share data with trusted third-party providers (e.g., IT providers, cloud services) for processing or storage purposes under strict confidentiality agreements; and

(c) Legal Requirements: When required by law, we may disclose data to regulatory bodies or law enforcement, for example, anti-money laundering checks.

7. DATA RETENTION POLICY

7.1 We will retain your personal data for as long as necessary for the purposes for which it was collected, in line with legal requirements. Typically, this means:

(a) Settlement Agreements and Related Documents: Retained for a minimum of 6 years after the conclusion of your matter, unless otherwise required by law

(b) Communications and Correspondence: Retained for 6 years after the completion of services; or

(c)  Financial Records: Retained for 7 years in compliance with financial regulations.

7.2 After the retention period, all personal data will be securely deleted or anonymised.

8. DATA SECURITY

8.1 We take the security of your data seriously. We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or destruction. This includes:

(a) Encryption: Sensitive data is encrypted where necessary

(b) Access Control: Access to personal data is restricted to authorised personnel only; and

(c) Cloud Storage Compliance: We use cloud storage providers that are GDPR-compliant.

9. YOUR RIGHTS

9.1 You have the following rights regarding your personal data:

(a) Right to Access: You may request a copy of the personal data we hold about you

(b) Right to Rectification: You may request corrections to any inaccurate or incomplete data

(c) Right to Erasure: You may request that we delete your personal data, subject to legal obligations

(d) Right to Restrict Processing: You may request that we limit the processing of your data

(e) Right to Object: You may object to certain types of data processing, such as direct marketing; and

(f) Right to Data Portability: You may request that your data be transferred to another provider in a structured, machine-readable format.

9.2 To exercise any of these rights, please contact us at the email address provided in paragraph 2.

10. LEGAL BASIS FOR PROCESSING COOKIES AND TRACKING DATA

10.1 We use cookies to enhance your experience on our website. Cookies may collect information about how you interact with our site. You can control or block cookies through your browser settings.

11. COMPLAINTS

11.1 If you are unhappy with how we handle your personal data, you can lodge a complaint with the UK Information Commissioner’s Office (ICO):

(a) Website: https://ico.org.uk/; or

(b) Telephone: 0303 123 1113

12. CHANGES TO THIS POLICY

12.1 We may update this Data Protection Policy from time to time. Any changes will be posted on our website, and where appropriate, notified to you by email.