Privacy Notice

Who we are

Academy of Life Planning Limited, registered in England and Wales (Company No. 8016568)

9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG

ICO Registration: ZA502687

Contact: info@aolp.co

Data we collect and how we use it

We collect personal data that you provide directly to us when using our services, including name, contact details, and financial information. We use this data to provide our life planning services, communicate with you, and improve our offerings.

Legal basis for processing

We process your personal data on the basis of your consent, the performance of a contract, and our legitimate interests in providing financial planning education services.

Your rights under UK GDPR

• ·Right of access — request a copy of your personal data
• ·Right to rectification — request correction of inaccurate data
• ·Right to erasure — request deletion of your data
• ·Right to data portability — receive your data in a machine-readable format
• ·Right to object — object to certain types of processing
• ·Right to complain — lodge a complaint with the ICO at ico.org.uk

How to exercise your rights

Contact us at info@aolp.co to exercise any of your data rights. We will respond within 30 days.

Data storage

Your plan data is stored locally in your browser only (localStorage). Academy of Life Planning does not store your financial plan data on our servers.

AI Analysis

When you use the Analyse My Plan feature, your plan data is transmitted to Anthropic PBC (USA) for processing by Claude AI. Anthropic acts as a data processor on our behalf under Anthropic's standard API terms. No data is used to train AI models.

Data you enter

Names, ages, financial information, life goals and priorities. This constitutes sensitive personal data under UK GDPR.

Your rights

You may delete all locally stored data at any time using the Reset Plan button within Navigator™. For any other data rights requests, please contact info@aolp.co