NS&I is committed to keeping you and your personal information secure and confidential. By using this website, you agree to the use of this information in accordance with the following provisions.
This website is intended for use by financial advisers only. It does not capture or store personal information, other than what you tell us when submitting a form. Tools, such as calculators, do not store the information you enter. We may track the number of visitors to the website, but this tracking will not identify you. NS&I customers should visit this page to find out more about how we handle their personal information.
We treat all information we hold about you and your clients as private and confidential. We will not reveal your personal details or details concerning a customer’s investments to anyone not connected with NS&I, unless:
- you ask us to reveal the information, or we have your permission to do so;
- we are required or permitted to do so by law;
- it is required by credit reference and fraud prevention agencies; or
- there is a duty to the public to reveal the information
We may monitor or record telephone calls for training, customer service and quality assurance purposes.
National Savings and Investments is subject to the Data Protection Act 1998. You have a right under the Act to see the personal information we hold about you. Your information will be held by us in both paper form and on our IT systems. Information about you will be kept in line with our retention procedures and regulatory requirements.
If you want to see a copy of your personal information we hold about you, please make a Data Subject Access Request under the Data Protection Act 1998 using this page. Please print off and complete the form – make sure that it’s signed. You don’t have to use this form to make the request, but you’d need to give us the same details. There may be a small charge for this service – if so, we will let you know. For more information, please see www.ico.org.uk.
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Queries and feedback
If you have any questions or feedback about how we use your data or if you’d like to tell us your preferences, please contact us.
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