Privacy & Cookie Policy

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Data Protection & Privacy Policy

Simple Claims Assistance Limited respects your privacy and is committed to protecting your personal data. This privacy notice will inform you as to how we look after your personal data when you visit our website (regardless of where you visit it from) and tell you about your privacy rights and how the law protects you.


Data Controller

Simple Claims Assistance Limited, company number 11235835 is the controller and responsible for your personal data. We are registered in accordance with the Data Protection Act 2018 with registration number ZA325477.

The compliance officer is Andrew Zgorski and he is responsible for overseeing questions in relation to this policy. If you have any questions about this policy please contact us using the details set out below.


Contact details

Our contact details are:

Email address:

Post: Simple Claims Assistance, Silbury Court, 420 Silbury Boulevard, Milton Keynes, Bucks, MK9 2AF

Telephone number: 0800 368 8601


The information we collect

In order to provide you with the products and services you require, we may collect personal information about you from our websites, telephone conversations, emails and written and verbal communications. This may include, for example, your name, address, email address, phone number and details of any services you request or which we provide to you or which are relevant to the service(s)in which you are interested. Occasionally we may ask for a date of birth, for example, where the service you require has age related elements.

We may supplement the information that you provide with other information that we obtain as a result of our dealings with you, from others who act on your behalf or who have been involved in your financial affairs or relating to any claim you may wish to make (such as your financial advisers (including your IFA, or SIPP trustee) or the Financial Services Compensation Scheme) or which we receive from other organisations such as underwriters, regulators and legal advisers.



As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies. A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your computer if you agree.

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site. You will be asked to provide your consent for us to use cookies upon every visit to our website.

You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly.


How we will use your information

All personal information that we obtain about you and/or any other person whose details you provide will be held, used, and protected by us in accordance with the latest data protection law, this Data Protection Policy and our Terms of Engagement. We will only process your data where we have a lawful basis to do so, which will be either with your consent, for our legitimate interests or fulfilment of the contract that you have entered into with us.

We will primarily use the personal information:

With your permission, we will use the information we hold to inform you of products, services, events, newsletters and other information and opportunities that may be of interest to you.


Disclosing your personal information

If you make a claim or complaint using our services, we will have to provide a lot of the information we hold (and which relates to the claim) to those against whom the claim is to be made. Where they are no longer trading, this will be the Financial Services Compensation Scheme, for a complaint this will be the Financial Ombudsman Service.

We may also have to provide certain information about you and your claim to underwriters, insurers, legal advisers and other bodies/ organisations involved in handling the claim. Where required to do so by law or by a regulator, we may provide some of your personal information to appropriate regulators.

Occasionally, we may need to appoint other organisations to carry out some activities on our behalf. These will include for example, enquiry agents, couriers and service providers that provide telephone call handling agents as well as technology hosts, printing companies and mailing houses. In these circumstances, we will ensure that personal information is properly protected and that it is only used in accordance with this Data Protection Policy.


Partners of Simple Claims Assistance Ltd Claims

From time to time and with your permission Simple Claims Assistance Ltd works with other selected organisations on a range of projects and they may be able to offer you products or services that may be of interest to you (Simple Claims Assistance Ltd Claims Partners). For an up-to-date list of Simple Claims Assistance Ltd Claims Partners see our website.


Invitations, newsletters, offers and opportunities

With your permission, Simple Claims Assistance Ltd, and our Partners would like to contact you and/or any person whose information you provide to us to invite you to enjoy other products and services in a number of ways, including by post, telephone or by email.



You can change your mind about receiving details of other products and services at any time by using any of the methods shown below (see the section ‘How to contact us’ below) or by following the instructions with each offer you receive.



We take the security of personal information seriously. We have security procedures and technology in place to ensure that our paper and computer systems and databases are protected against unauthorised use, loss and damage.



We may monitor or record telephone calls and any live chats on our websites for security purposes and to improve the quality of the services we provide to you and in respect of FCA compliance regulations.


Use of your information outside of the European Union

Other than in the context of any products or services we provide on your instructions, we would not usually expect to transfer any of your personal information outside of the European Economic Area.

However, if we do transfer your personal information to other territories, we will take proper steps to ensure that the information is properly protected in accordance with this Data Protection Policy.


Changes to this Data Protection Policy

Privacy laws and practice are constantly developing and we aim to meet high professional standards. Our policies and procedures are, therefore, under continual review. We may, from time to time, update our security and privacy policies. We will send you a copy of our updated Data Protection Policy if it changes but you can always check our website periodically to see our latest policy.


Your legal rights

You have rights under the Data Protection Act 2018 in relation to your personal data including;

If you wish to exercise any of the rights set out above, please do not hesitate to contact us.


Subject Access Requests

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive.

We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it.

We respond to all legitimate requests within one month. Occasionally, it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.


Updating and correcting information

We encourage you to promptly contact us to update your personal information if it changes. If you delay, this could slow down any claim we are handling for you. You can update or correct your personal information online in relevant client areas or by contacting us in writing or by email (see the section ‘How to contact us’ below). Please include your name, address and/or email address when you contact us as this helps us to ensure that we accept amendments only from the correct person.


Your rights to access your personal information

You have the right to receive a copy of the personal data that Simple Claims Assistance Ltd holds about you. Please contact us to request this.


Data retention

We have set our retention policy in accordance with GDPR (General Data Protection Regulations) and ICO (Information Commissioner’s Office) of 12 months and 6 years for accounting, reporting and complaint purposes.  Further details are available on request. These are the periods of time we will keep your data based on how much interaction we have had.


You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues ( We would, however, appreciate the chance to deal with your concerns before you approach the ICO, so please contact us in the first instance using the contact details set out above.


Frequently asked questions

  • Is Simple Claims Assistance able to help me?
    If you opened a SIPP (Self Invested Personal Pension) in the last ten years and invested in one or more high-risk non-standard investments through your SIPP, Simple Claims Assistance may be able to help you.
  • What is a non-standard (high-risk) investment?
    It is an investment that cannot easily or quickly be sold and turned into cash. It could include overseas hotel rooms, interests in farmland and forestry, self-storage units, shares and bonds in unquoted companies, plots in land-banking schemes and many others. In fact, it is any investment other than those, which can be readily bought and sold.
  • Is there anything wrong with non-standard investments?
    Whatever you may have been told, almost all non-standard investments are high-risk. Unless you are quite wealthy, acquiring non-standard investments as a way of saving for your retirement is likely to be unwise. Additionally, many of the non-standard investments acquired through SIPPs have not performed as promised, often failing altogether.
  • Why am I entitled to compensation?
    The FCA (Financial Conduct Authority) regulates both the SIPP operators and the Financial Advisers (FAs) that may have advised on SIPPs. If a Financial Adviser advised you, then they may have broken FCA rules. Therefore, the SIPP operators may also have broken FCA rules. In the year 2000 Parliament created special bodies through which victims of bad practice by Financial Advisers and SIPP operators can obtain compensation.
  • What could my Financial Adviser have done wrong?
    It is likely that they advised on opening your SIPP and on your moving existing pensions into it, without properly assessing whether a SIPP was suitable for you. Equally without conducting correct assessment of the non-standard investments introduced into your SIPP.
  • What could my SIPP operator have done wrong?
    The SIPP operator may have accepted your or your adviser’s instructions to purchase non-standard investments, knowing that you were receiving bad advice, or the advice was given unlawfully. The SIPP operator may not have conducted adequate due diligence on the investments. Not exercising sufficient duty of care.
  • Was criminality involved?
    Some providers of non-standard investments may have acted criminally; and it is possible that some Financial Advisers also did so. Simple Claims Assistance will report any suspicion of criminality to the appropriate authority. But Simple Claims Assistance’s primary focus is on the civil claims you have against regulated entities, especially Financial Advisers and SIPP operators.