Skip to the content

GDPR & TRANSVAS PROFILER - Web Only

BACKGROUND

O&M Pension Solutions Limited (“O&M Pensions”) provides Transvas Profiler Software to financial advisers to process information on behalf of their clients. The web-based system is rented from O&M Pensions where the information entered will be stored securely.

DATA INPUT AND STORAGE

The data is collated and input by the Customer and stored on our “production” IT system (which is isolated from our other IT systems) for use by our Transvas Profiler software. Any scheme data collected is saved to the library to enable reports to be completed for other members of the same scheme and avoid duplication of queries.

DATA RETENTION PERIOD

The report and information collected is stored on our production IT system for as long as business requirements dictate. This is to aid you should any future liability arise. Data will only be deleted in line with the terms of the agreement between O&M Pensions and the Customer.

UPDATING STORED DATA

Once a new case is saved, certain data stored is locked and cannot be amended. This is limited to client name, scheme name, date of birth and gender.

ACCESSIBILITY 

Access to the Client/Scheme data of web based Transvas Profiler customers is limited to a small number of senior members of O&M Pensions staff under strict internal procedures. We do not transfer any data outside of the EU as all of our business is UK based. We only operate from our office in Colchester, Essex but no Customer data relating to the Web based Transvas Profiler is stored in our Colchester IT systems.

SOFTWARE UPDATES

Our Transvas Profiler software is regularly updated to reflect current legislation. The Web based edition of the software is updated automatically.

CLIENT CONTACT

We do not initiate any contact at any point with your client. If your client contacts us, we advise them that we are unable to deal with them directly and we direct them back to you.

DATA IMPACT ASSESSMENT

Data is stored in secure UK based Microsoft Azure data centres as are backups of the data. All data is encrypted at rest and in transit.