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Privacy Policy

Effective Date: 1 January 2026

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Introduction


The Benefit Assistant (“we”, “our”, “us”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, process, and safeguard your personal data in accordance with the General Data Protection Regulation (GDPR) (EU) 2016/679 and applicable UK data protection laws.

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1. Data Controller

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The Benefit Assistant is the data controller responsible for your personal data. Contact us at:
Email: info@thebenefitassistant.co.uk | Phone: 020 3904 4177

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2. Personal Data We Collect

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We collect personal data necessary to provide our consultancy services, including:

  • Name, address, email, phone number

  • Date of birth and National Insurance number

  • Medical information, including GP involvement and impact on daily life

 

3. Purpose and Legal Basis for Processing
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We process your personal data to:

  • Complete welfare benefit applications on your behalf

  • Provide completed forms for your review before submission

  • Monitor and improve internal processes

Lawful basis:

  • Explicit consent (Articles 6(1)(a) & 9(2)(a) GDPR)

  • Performance of a contract (Article 6(1)(b) GDPR)

 

4. Payment and Banking Information

 

We operate on a “no award, no payment” basis. Payments are via bank transfer only after a successful claim. We do not collect or store your bank details.

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5. Data Sharing
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We do not share your personal data, except as necessary for submitting your application. You send the completed form to the relevant agency.

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6. Data Retention

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Your personal data is kept only as long as necessary to complete your application and internal monitoring, and for the standard duration for tax requirements. Data is securely deleted when no longer required.

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7. Data Security

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We take appropriate technical and organisational measures to protect your personal data from unauthorized access, disclosure, alteration, or destruction.

 

8. Cookies and Website Tracking

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Our website may use cookies and similar tracking technologies to improve user experience, analyse traffic, and ensure functionality.

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9. Your Rights under GDPR

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You have the right to:

  • Access your data

  • Correct inaccuracies

  • Request deletion

  • Restrict processing

  • Object to processing

  • Request data portability

To exercise your rights, contact us using the details above.

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10. Updates
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We may update this Privacy Policy periodically. Changes will be communicated via our website or direct communication.

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11. Complaints

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You may lodge a complaint with the Information Commissioner’s Office (ICO) at https://ico.org.uk/ if you believe your data has been processed unlawfully.

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