Data Protection Notice

‘We’, ‘us’ and ‘our’ means Prudential UK (Pru), which is part of M&G (defined below).

Your, and your clients’, personal information security and privacy are our highest priority. We have set out below how we process your personal information from your use of this website and when accessing Pru's online services.

Please note - for details on our processing of your personal information:

• in connection with a formal business relationship or engagement between Pru and you on behalf of a client, please refer to the Data Protection Notice contained within the applicable Terms of Business we have with you
• in connection with the administration of your registration to attend our events, and in the course of your attendance at and any follow-up in relation to such events, please refer to the relevant Data Protection Notice relating to that event or, as applicable, the Data Protection Notice contained within the applicable Terms of Business we have with you
• in the course of you visiting any other M&G website, please refer to the applicable Data Protection Notice and Cookie Policy for the relevant website.

A copy of Pru's Data Protection Notices can be found at the MyData page - this includes notices detailing how and why we use your clients’ personal information (including any sensitive personal information) in administering their products and services, who we may share it with and their rights around the processing of their personal information.

We regularly update our Data Protection Notices. Please check back frequently for any updates. Any questions can be directed to privacy.team@mandg.com.

We obtain information about you from your use of this website, our social media channels and accessing of Pru's online services. This includes interactions with us in these contexts, such as submission of queries and forms to us and engagement with our social media content as well as personal information we collect from storage and access technologies such as cookies (see also our Cookie Policy).

We collect personal information from you in order to:

• ensure the efficient and secure administration and provision of our products and services via this website and access to Pru's online services, including to enable us to perform our obligations to you and your clients - we collect personal information when you access our online services. Access to our online services on this website is managed through third-party Business Partners including secure login providers. The personal information you subsequently provide within our online services, such as client information, is managed on a separate platform from this website (in relation to that processing of your personal information, please refer to the Data Protection Notice contained within the applicable Terms of Business we have with you and any Cookie Policy for that platform)
• improve the products and services we provide, including from gaining insight into how our products or services are used and how they might be improved, such as through use of cookies and similar storage and access technologies
  (see also our Cookie Policy), or contacting you for comments, views, market research or consumer experience purposes
• provide assistance and other services to you – like to reply to a question, or tell you that something’s changing
• fulfil our contractual or legal obligations, including responding to data subject rights requests, preventing and detecting fraud and financial crime, and co-operating (including by sharing data, where necessary) with the court service, our regulators and law enforcement agencies
• protect Prudential UK / M&G's interests and fulfilling the legitimate interests of Prudential UK, M&G or a third party (where this is not outweighed by your data privacy rights)
• perform automated decision-making, profiling (including for targeted advertising - see below) or data analysis, including to build, train and audit Artificial Intelligence models - we may use a variety of technology solutions to process your data, including Artificial Intelligence technologies. These may be used to support provision of our services and may include training Artificial Intelligence models with your data. Your data will be anonymised wherever possible prior to any model training. We will always strive to ensure that any use of Artificial Intelligence includes appropriate human oversight and is compliant with applicable laws and regulations - for more information on AI usage at M&G, please visit: AI usage – M&G plc
• make sure any direct marketing communications, including by post and by email, that we send you are appropriate and relevant to you. If you would prefer not to receive direct marketing then you can unsubscribe at any time by following the process set out in the relevant communication or by using the details provided at the Contact Us section below.
   

Email tracking - when we send emails, we may use tracking pixels or similar technologies for purposes such as measuring and better understanding user engagement with our communications, including to help us analyse, improve and tailor future communications. These can enable us to collect information about interactions with an email, such as whether and when it was opened, how many times it was opened, the device used to open it and whether any hyperlinks within the email were clicked. Depending on the type of email and purpose of the technologies, we may collect this information with your consent or where otherwise permitted by law - you have the right to withdraw such consent and / or object to use of your personal information for direct marketing purposes. You may also be able to block or disable the loading of such tracking technologies through your email or device settings.

Targeted advertising - we work with our Marketing Partners, including social media platforms like LinkedIn, Instagram and Facebook, to help us show relevant advertisements to UK financial advisers and other UK finance professionals with whom we work and with whom we prospectively may do business. We may therefore use and combine your personal information together with information about other individuals, to help us (and our Marketing Partners who we share this data with) to decide what products, services and marketing may be of interest to you and / or to individuals with similar characteristics to you:

• Custom or matched audience – we may share certain information about you (such as your name and email address or other identifiers, including in hashed or pseudonymised form where appropriate) with our social media platform Marketing Partners, including LinkedIn, so that they can determine if you are a user of their platform and, if so, show you advertisements relating to our products and services
• Lookalike audience - we may ask our social media platform Marketing Partners, including Facebook, to identify other users who share similar characteristics to you so that our advertisements can be shown to people who may be interested in our products and services. We do not receive information that directly identifies those individuals unless they choose to interact with us.
   

Depending on the type of data we share with our Marketing Partners for these activities, and how that data was collected, we may seek your consent for these activities where required by law. You can also object at any time to the use of your personal information for direct marketing purposes (see below). If you are a member of LinkedIn, Instagram or Facebook then you will also be able to log in, review and adjust how your personal information is used in advertising and cookies/pixels contexts.

Google remarketing services - this website uses the Google Ads remarketing service. We advertise to previous visitors to our website using third party websites including Google. We may advertise to visitors who haven’t completed a task on our site – for example using the contact form to make an enquiry. This could be in the form of an advertisement on the Google search results page, or a site in the Google Display Network. Third-party vendors, including Google, use cookies to show ads based on someone’s past visits to the Pru website. Any data collected will be used in accordance with this Data Protection Notice, our Cookie Policy and Google’s privacy policy. With your consent, this website implements Google Analytics Demographics and Interest Reporting so we can monitor the visits to our site. You can set preferences for how Google advertises to you via our Cookie Policy, or using Google’s Control your ad experience - My Ad Center Help page, and if you want to you can opt out of interest-based advertising entirely by cookie settings or permanently using a browser plugin. Google LLC, located at 1600 Amphitheatre Parkway, Mountain View, California 94043, USA, is the data controller for users of Google services based in the United Kingdom.

We and relevant social media platform Marketing Partner entities (such as LinkedIn, Google and Meta) may act as joint controllers of your personal information for certain targeted advertising activities. These entities may also act as independent controllers of your personal information for other advertising, analytics, security and platform improvement purposes. You should therefore also review their privacy information to understand how they collect, use and share personal information that we provide to them and that they collect through cookies, pixels and similar technologies that may be deployed on our websites.

Further information on LinkedIn’s use of personal information for custom and lookalike targeted advertising activities is here:

• LinkedIn European Regional Privacy Notice
• “How businesses and websites can use Off-LinkedIn data to target advertising through LinkedIn”
   

Further information on Meta’s use of personal information for custom and lookalike targeted advertising activities is here:

• Meta Privacy Policy in particular, see the “Partners – Advertisers and Audience Network publishers (if we show you ads)” section
• “How Meta receives information from other businesses and organisations”
• List of Meta companies.
  
  

Contract / legal obligation

Some of the purposes above are necessary to allow us to perform our contractual obligations to you and to enable us to comply with applicable laws and regulation.
 

Consent

To the extent that we need your consent to use your personal information for the purposes described in this Data Protection Notice, you explicitly provide your consent by confirming to us / approving and submitting (or signing and returning to us) the relevant form or confirmation, as appropriate. You have the right to withdraw your consent in such cases, but doing so may affect our ability to fulfil our contractual obligations or provide our products and services – see below. Consents in relation to storage and access technologies such as cookies are managed separately – see our Cookie Policy.
 

Legitimate Interests

We may also rely on legitimate interests or other legal bases in using and sharing your personal information for the purposes described above, for example to customise or improve our products and services. We are permitted to use your personal information for activities which we consider necessary for the purposes of our legitimate interests or those of a third party, unless those interests are outweighed by your own interests and rights relating to protection of your personal information. Before relying on legitimate interests, we carefully consider and balance any potential impact on you and your data protection rights. You have the right to object (see below) to processing of your personal information which is based on legitimate interests.
 

Recognised Legitimate Interests

In some cases, we process your personal data based on recognised legitimate interests, as permitted under UK data protection law. Recognised legitimate interests apply where the law identifies specific purposes that are considered sufficiently important to justify processing personal data without the need to carry out a balancing test involving your data protection rights. We may rely on recognised legitimate interests for the following purposes and only where the processing (such as sharing information within M&G or with relevant authorities or organisations) is necessary and proportionate for those purposes:

• Detection, investigation and prevention of crime, including fraud 
• Apprehension or prosecution of offenders 
• Safeguarding a vulnerable individual (or group), including protecting them from neglect or physical, mental or emotional harm, or protecting their physical, mental or emotional well-being 
• Responding to an emergency 
• Sharing personal information to help other organisations perform their public tasks or official functions
• Safeguarding national security, protecting public security or defence reasons.
   

Where we rely on recognised legitimate interests, your rights under data protection law still apply (see below), although in some cases they may be limited due to the nature of the processing (for example, where this is necessary for crime prevention or safeguarding).

We collect the following information about you:

• your log-in details for accessing Pru's online services
• any personal information you choose to disclose to us in the course of interacting with us via this website, Pru's online services or our social media channels (for example, in submitting a query to us)
• your marketing preferences and data relating to your use of our website and accessing Pru's online services - you can find out more from our Cookie Policy.
   

If you don’t provide all of the information we require this may:

• delay or prevent us from meeting our obligations 
• delay or prevent us from providing our products and services, or the most appropriate tailored products or services for your clients.
   

Other sources of personal information

For any of the purposes set out in this notice, we may also collect personal information about you from third parties and public sources, including:

• our Business Partners and Marketing Partners
• your business website and social media channels
• other publicly available sources (such as the Electoral roll, Companies House or Financial Conduct Authority registers), or other information openly available on the internet (such as business-oriented social networks).
   

We may share your personal information within M&G and with our Business Partners or Marketing Partners for the reasons set out above.

As we (Pru), M&G, and some of our Business Partners and Marketing Partners are global companies, we might need to send your personal information to countries that have different data protection laws to the UK or the European Economic Area. These transfers will only be to countries in respect of which the European Commission and, where applicable, the UK Government has issued a data protection ‘adequacy’ decision, or to other countries, such as India or the United States of America, but only where appropriate safeguards have been put in place first. In more limited circumstances, we may also need to rely on a derogation under applicable privacy laws.

If you want to know more about these safeguards – like our use of the European Commission’s or UK’s Standard Contractual Clauses which govern the transfer of information outside of the European Economic Area and UK respectively – further information is available on request from privacy.team@mandg.com.
 

Other disclosures

Notwithstanding the terms of this notice, we may disclose your personal information to third parties:

• in the event that we sell or buy any business or assets, in which case we may disclose your personal information to the prospective seller or buyer of such business or assets 
• if we or substantially all of our assets are acquired by a third party, in which case personal information held by us about UK financial advisers and other UK financial professionals with whom we do business (or with whom we prospectively may do business), will be one of the transferred assets 
• if we are under a duty to disclose or share your personal information in order to comply with any legal obligation or in order to enforce or to protect the rights, property, or safety of Prudential UK / M&G, our service, our users and any third party we interact with to provide the services.
   

We also monitor or record calls made to us or any other communications we have with you. This might be for training, for security or to help us check for quality.

We keep your personal information for a set amount of time.

We will hold your personal information for as long as is necessary for the relevant purpose set out above, or as long as is necessary to fulfil our legal and statutory obligations, or for as long as you have signed up to receive (or haven’t opted out of receiving) direct marketing communications from us. It’ll always be in line with our data retention policy. We or our Business Partners may retain personal information about you for statistical purposes (for example, to help us better provide our services). Where information is retained for statistical purposes it will always be anonymised, meaning that you will not be identifiable.

If through the use of this website or accessing Pru's Online Services you give us personal information about another person (or persons), such as your clients, we’ll take that to mean they have appointed and authorised you to act on their behalf. This includes providing consent to:

• our processing of their personal information 
• you getting any data protection notices on their behalf. 

For clarity, we will use your client’s personal information as per your or their instructions and for any other permitted purposes; for example this may be to set up a policy or to provide an illustration using our Online Services. A copy of Pru's Data Protection Notices can be found at My Data page - this includes notices detailing how and why we use your clients’ personal information (including any sensitive personal information) in administering their products or services, who we may share it with and their rights around the processing of their personal information.

If for any reason you are concerned as to whether you are permitted to provide us with the other person’s information, please contact us using the details below before sending us anything.

When it comes to how we use your personal information, you’ve got the right to:

• request a copy of your personal information
• in certain circumstances request that we move your personal information to another organisation 
• request that we correct anything that’s wrong, or complete any incomplete personal information 
• ask us to delete your personal information if it is no longer needed for the purposes set out above or if there is no other legal basis for the processing 
• limit how we use your personal information or withdraw consents (including for certain automated decision making) you have given for the processing of your personal information - this does not affect the lawfulness of processing based on consent before its withdrawal 
• opt out of direct marketing, and / or object to us using your personal information for direct marketing (including related profiling) or other processing based on legitimate interests or recognised legitimate interests 
• complain to us (see below) or to a data protection authority or another independent regulator about how we’re using it. 

You also have rights in relation to certain automated decision making, which we have explained below.

If you want to do any of these things, or would like an explanation as regards these rights, we’ve explained how you can get in touch in the Contact Us section.

Automated decision making

We may use automated processing (including profiling) to help us make decisions about you. There will usually be human review or oversight in that process, but where we make a decision about you using solely automated processing of your personal information, and that decision has a legal or similarly significant effect on you, you have the right to:

• receive information about the logic involved and how the decision may affect you 
• express your views about and challenge that decision 
• ask for human involvement in relation to that decision.
   

You can exercise these rights by contacting us using the details set out below. In some circumstances, the law places additional restrictions on our ability to make these types of decision, and in such cases we will only make such decisions where permitted by law.

Write to us at: The Data Protection Officer, Customer Service Centre, Lancing BN15 8GB

Call us on: 0800 000 000

Making a complaint about how we use your personal information

We have appointed a Data Protection Officer (DPO) who can be reached at the contact details above. We will acknowledge the complaint within 30 days and we will handle your complaint in line with applicable laws and regulations. 

Not satisfied with our response?

If you’ve raised your concerns with our DPO but remain dissatisfied, you can refer your complaint to the Information Commissioner’s Office (ICO) – an independent authority that protects individuals’ information rights. Using this service won’t affect your legal rights:

ICO - phone: 0303 123 1113 (or +44 16255 45700 if calling from abroad).

ICO - online: ico.org.uk

In this Data Protection Notice:

Business Partners means our Appointed Representatives, service providers, accountants, auditors, IT service and platform providers, intermediaries, reinsurers, retrocessionaires, investment managers, agents, pension trustees (and other stakeholders), scheme advisers, introducers, selected third party financial and insurance product providers, and our legal advisers.

M&G means any affiliates of Prudential UK, including but not limited to PGDS (UK ONE) Limited, M&G Global Services Private Limited, M&G Investment Group
(a list of entities that form this group is available or on request by contacting us on the details above), and Prudential Corporate Pensions Trustee Limited.

Marketing Partners means our service providers, including advertising and media service providers such as LinkedIn (LinkedIn Ireland Unlimited Company), Meta entities (including WhatsApp, Facebook and Instagram – see here: Meta companies), Alphabet Inc / Google LLC and its affiliated services (including YouTube, Google Ads and Google Analytics), intermediaries, pension trustees (and other stakeholders), scheme advisors, introducers and selected third party financial and insurance product providers.

Prudential UK means The Prudential Assurance Company Limited, Prudential Distribution Limited, Prudential Life Time Mortgages Limited, Prudential Pensions Limited, M&G Advice Partners Limited, and Prudential International Assurance plc as appropriate.

Version: August 2026