1. Introduction

Employers Pension Helpline is owned by OMA Financial Services Ltd (C135240). OMA Financial Services Ltd is regulated by the Central Bank of Ireland under the European Union (Insurance Distribution) Regulations 2018.

Employers Pension Helpline is committed to protecting and respecting your privacy. We aim to be transparent in how we process your data, ensuring compliance with GDPR and that you fully understand your rights as a client.

For GDPR purposes, the data controller is Employers Pension Helpline & OMA Financial Services Ltd.

Contact Details: Employers Pension Helpline & OMA Financial Services Ltd
Unit 2, The Courtyard, Claregalway Shopping Centre, Claregalway, Co Galway, H91 RY96
T: 091 421900 | E: info@employerspensionhelpline.ie

2. Who We Are

Employers Pension Helpline provides specialised financial advice, focusing on pension services for employers. We assist our clients in navigating and selecting the best financial products, particularly in pension planning.

3. Personal Information We Collect

We collect various types of personal information based on the services provided, such as:

  • Contact Information: Name, address, email, phone number.
  • Identity Information: Date of birth, proof of ID, PPS number.
  • Financial Information: Bank details, employment status, income.

4. Why We Process Your Data

We process your data to provide our financial services, ensuring the performance of advisory contracts, compliance with legal obligations, and where applicable, based on your consent.

5. How We Use Your Data

Your data is processed in line with GDPR, ensuring accuracy and retention only as long as necessary.

6. Special Categories of Data

Any special categories of personal data will be processed only with your explicit consent.

7. Data Sharing

We may share your data with third-party service providers who are obligated to handle it securely and dispose of it properly when no longer needed.

8. Your Rights

You have rights to access, correct, restrict processing, object, data portability, and request deletion of your personal data.

9. Complaints

For complaints, contact our Compliance Department or the Data Protection Commission via their website.

10. Privacy Policy Changes

We may update this policy periodically. Changes will be posted online, and it is your responsibility to review the policy periodically.