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Privacy Policy

Key Statement

1. Portfolio Publishing Ltd, publisher of Financial Planning Today magazine and website, respects the privacy of the individual and the corporation and strives to be fully compliant with all aspects of UK data protection law and the GDPR - General Data Protection Regulation. When we collect data from you, we take appropriate action to ensure that the data we collect is only relevant to the purposes we have stated in this document and is not kept longer than is necessary.

2. The terms of our Privacy Policy are the same as those which are defined in the Terms and Conditions of Financial Planning Today which can be viewed on this website.

User Information

1. Information about you is collected from you as a general user or registered user of the site and when you register for email services such as our newsletters or for user registration or comments, ratings and other areas. We collect this data so that we can give you a personalised service which means that you will see content relevant to your profession and usage and to provide us with information which assists us in the provision of the web service to you.

2. We also collect information and data from you so that we may send you relevant information and inform you about other products and services that Portfolio Publishing, Financial Planning Today or other third party providers and partners we work with may wish to offer you. During your registration and at other times you can personalise the way in which this information is sent to you and the types of information that you will receive, for example by selecting which emails you wish to receive. Portfolio Publishing, publisher of this site, will only pass on information collected about you to third parties with your advance permission or where elsewhere described in this privacy policy. This does not include collective information and data where your personal details are not passed on, only collective data collected about any groups or user segments you may belong to. Where third party suppliers hold data on our behalf every effort is made to ensure that we work only with GDPR-compliant companies.

3. You are able to amend any data or personal information collected about you by logging in to your account, where available, and amending the details held about you. You can do this after logging in or registering for the first time or later by contacting us at This email address is being protected from spambots. You need JavaScript enabled to view it.. You can unsubscribe from any of our email services at any time.

4. User information that we collect and that is supplied by you as a user of the site www.financialplanningtoday.co.uk or Financial Planning Today magazine and as defined under our terms and conditions (see relevant section on this site) is covered primarily by the Data Protection Act 1998, the GDPR and other data protection legislation. The Act requires Portfolio Publishing to follow rules and guidelines as defined by these pieces of legislation. Further details are available on request.

5. Users can access the data that we hold on them at this website by contacting Portfolio Publishing Ltd by phone on 01895 347490 or by e-mail to This email address is being protected from spambots. You need JavaScript enabled to view it.. We reserve the right to make a nominal charge of £5.00 to compensate us for any administration costs.

6. The details and data that we store about you may be moved to another publication within the Portfolio Publishing group or may also be transferred to a new owner in the event that the site or company are sold to new proprietors. You will be kept informed if this takes place.

Data Usage

1. When you, as a registered user, request information from the website relevant information about this is stored on the website. This may include IP address, username, job title, company, browser version, a page, search request, operating system and other such information as is processed when the user uses the site. This may vary from time to time. The storage of this information is to help us collect aggregate data on usage of the site and for no other purpose and personal information or data we store is never released to third parties. The information stored helps us to provide aggregate statistical data and other information to advertisers and other third parties but data relating to you personally is never passed on.

2. While the security of the internet is improving Portfolio Publishing cannot guarantee that any data stored by us is completely protected from cyber attacks or other forms of malicious intervention and, as such, users must take care to ensure that no personal financial or sensitive information is recorded except where used by trusted third party suppliers such as payment gateways operating on our behalf.

3. Portfolio Publishing cannot guarantee that third party providers and partners whose services are accessible through this site operate the same Privacy Policy as Portfolio Publishing but every effort is made to ensure these suppliers protect our and your data and are GDPR compliant. 

4. Data is kept only for as long as needed. Payment and financial information is kept for up to 7 years while other information is deleted sooner. For example, if you unsubscribe from one of our newsletters the data will be removed within 24 months.

5. Financial Planning Jobs service. Data and information is stored on this sub site, part of Financial Planning Today website, for up to 24 months but can be removed sooner on request to: This email address is being protected from spambots. You need JavaScript enabled to view it..

Reserved Rights

1. Portfolio Publishing reserves the rights to alter and update this Privacy Policy at any time at a date of its choosing. Portfolio Publishing will not, however, alter, update or change this Privacy Policy in a substantial way without informing users that a change will shortly be made and will not dilute or diminish its own obligation and promise to protect the privacy and personal data of its users to the best of its ability.
If you wish to raise any questions about Portfolio Publishing's Privacy Policy or have any suggestions or you would like the details held about you to be amended by Portfolio Publishing Ltd please contact This email address is being protected from spambots. You need JavaScript enabled to view it.

Updated: 20.12.2022

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