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Privacy and your data

What we collect, and who gets it

You can read every page and every figure on this site without telling us anything. The only time we collect anything at all is if you fill in the call-back form, and then it is four things, one of which is your name.

This notice is written to be read rather than to protect us. If any of it is unclear, that is a fault worth telling us about.

Last updated 5 September 2026.

Who holds your details
Equity Release Facts We publish this site and we are the data controller for anything you send through it.
Our lawful basis Consent. UK GDPR Article 6(1)(a). You tick a box. Without it nothing is sent to anybody, and the form will not submit.
How long we keep it 12 months Then the email is deleted, whether you ask us to or not. Sooner if you do ask.

What we collect

Only what you type into the call-back form, and only if you submit it. Two of the four are optional and the form works without them.

The four fields

Your name
So they know who they are ringing.
Your telephone number
So they can ring you back. It is the only contact route the site offers.
Your age (optional)
Age sets the maximum a lender will consider, so it saves you a question on the call.
What your home is worth (optional)
The other half of that same sum.

What we never ask for

  • Your address
  • Your date of birth
  • Your email address
  • Your bank or financial details
  • What you still owe on a mortgage
  • Anything about your health
  • What you want the money for

The adviser may need some of these to give you advice. They can ask you on the call, once you have decided you want one. We have no reason to hold them and so we do not.

Where it goes, and where it sits

Your details become one email, and that is the whole of it. There is no database behind this site, no spreadsheet and no mailing list. The email sits in our mailbox, we act on it, and we delete it after 12 months or sooner if you ask.

Attached to that email is a record of what you agreed to: the date and time, your IP address, and the exact sentence that was on your screen when you ticked the box. If the wording changes later we can still show what you actually agreed to, rather than what the form happens to say today.

The calculator records nothing at all. Nothing you type into it is sent anywhere, and moving the slider does not tell us you were here.

Who receives it

Your details go to an equity release adviser, and to nobody else. We work with more than one, so a single name on this page would not be true for every enquiry. Ask whoever rings you who they are and which firm they work for.

Once they have your details they are responsible for them as well as us, and they have their own obligations to you as a regulated firm.

How we are paid for this
Nobody else, and no exceptions worth burying
  • We do not sell, rent, share or trade enquiry details. Not to a panel, not to a lead broker, not to anybody.
  • There is no marketing list. We do not email you, we do not build a profile of you, and there is nothing to unsubscribe from.
  • Nothing about you is decided automatically. A person reads it and a person rings you.
Who else touches it
Our email provider Sends the notification from the site. Mail is handled in the UK. They act on our instructions and may not use anything of yours for their own purposes.
Google Holds the mailbox that notification arrives in. Google processes data outside the UK, under the UK addendum to the EU standard contractual clauses. They act on our instructions and may not use anything of yours for their own purposes. Their privacy policy.
The company that hosts this site can also technically reach it, on the same terms.

Cookies

We set two cookies to make the enquiry form work safely, and the law does not require consent for those. Three things do need your consent, and all three wait for it: Google Analytics, which counts which pages get read; Microsoft Clarity, which records how people move through a page; the short film on the home page, which Vimeo hosts. There is no advertising pixel on this site and nothing here is used to build a profile of you or to follow you anywhere else.

Both are strictly necessary under regulation 6(4) of the Privacy and Electronic Communications Regulations, so no consent is required for them. Neither tells us who you are or where else you have been.
Cookie What it is for Expires
equity_release_facts_session Keeps the enquiry form working across a page load, and remembers a validation message long enough to show it to you. When you close the browser
XSRF-TOKEN Stops another website submitting the enquiry form on your behalf without your knowledge. When you close the browser
Measurement, and how to turn it off

We added Google Analytics and Microsoft Clarity on 7 September 2026, and until you say yes they do nothing at all. On a first visit no request is made to either of them, no script from them runs, and none of the cookies below exist. If you say no they never will, and the site behaves identically.

The two are not the same kind of thing, so it is worth separating them. Google Analytics counts pages and visits. Microsoft Clarity records the session: where a pointer moved, what was clicked, how far a page was scrolled and where somebody stopped. We use it to find the parts of a page that are not working. It is still measurement, and it is still never advertising, but it watches more closely than a counter does and you are entitled to know that before you agree to it.

One thing about Clarity is worth stating plainly, because you would not guess it and you might mind. Two of its cookies are ours in the sense that they only work on this site. The other five are Microsoft’s, they work across Microsoft sites, and Microsoft’s own documentation says one of them is used for advertising as well as analytics. We do not advertise, we sell nothing and we target nobody. We cannot make the same promise about a cookie that is not ours, so we are telling you it is there instead.

If you fill in the enquiry form, what you type there goes to the adviser and to nobody else. What Microsoft does with what Clarity collects is set out in Microsoft’s privacy statement, and the cookies below are from their own published list, opened 7 September 2026.

Your answer is kept in your own browser’s local storage rather than in a cookie, so refusing does not itself store anything that needed asking about. It stays on the device you answered on, which is why you may be asked again on your phone. What Google does with what it collects is set out in Google’s privacy policy.

Set by Google Analytics and Microsoft Clarity, and only after you accept. None of them is strictly necessary, which is exactly why you are asked first.
Cookie What it is for Expires
_ga Tells Google Analytics whether this browser has been here before, so two visits from you are not counted as two people. It does not carry your name, your address or anything you typed. Two years
_ga_J9DV43DHRB Holds the state of the current visit for this site specifically: when it started, and which page you are on. Two years
_clck First-party, set by Microsoft Clarity. Holds the Clarity user identifier for this site, so several visits are recognised as the same browser returning rather than as new people. One year
_clsk First-party, set by Microsoft Clarity. Connects the pages of one visit into a single session recording. One day
CLID Third-party, set by Microsoft. Identifies the first time Clarity saw this browser on any site using Clarity, not just this one. Set by Microsoft
MUID Third-party, set by Microsoft. Identifies a browser across Microsoft sites. Microsoft state it is used for advertising, site analytics and other operational purposes. Set by Microsoft
ANONCHK Third-party, set by Microsoft. Records whether MUID is passed to an advertising cookie. Microsoft state Clarity does not use that cookie, so it is always set to zero. Set by Microsoft
MR Third-party, set by Microsoft. Records whether MUID should be refreshed. Set by Microsoft
SM Third-party, set by Microsoft. Used to synchronise MUID across Microsoft domains. Set by Microsoft

This is set in your browser, so you need JavaScript switched on to see or change it. With it switched off, no analytics runs at all.

Turning it off stops anything further being sent and reloads the page so nothing of Google’s is left running. Cookies already set are Google’s to hold; you can clear them for this site in your browser at any time.

The film on the home page

The band part-way down the home page can play a short film, which Vimeo hosts. Vimeo sets its own cookies when it loads, so it waits for the same yes as the analytics above. Say no, or say nothing, and no request reaches them at all.

What Vimeo does with what it collects is set out in Vimeo’s own privacy policy (player.vimeo.com). Nothing is lost by refusing: a photograph is painted underneath the film and the band is designed around it. Apart from these two, the typeface, the photographs and the page itself are all served from here.

What you can ask us to do

All of these are free, and none of them needs a reason. Ask through the form at the bottom of this page and say what you want; we will answer within a month and usually the same week.

See what we hold
Ask us and we will send you everything we have about you, within a month and usually the same week.
Correct it
If a number is wrong or a name is misspelled, tell us and we will fix it.
Have it deleted
Ask and we delete our copy. There is nothing we need to keep it for, and we would rather hold less.
Withdraw your consent
At any time, and it is as easy as giving it. It cannot undo an introduction already made, but we delete our copy and the adviser stops.
Complain
To us first if you are willing, and to the Information Commissioner's Office either way. You do not need our permission and you do not have to ask us first.
If we get it wrong

You can complain to the Information Commissioner's Office about how we have handled your details. You do not need our permission, you do not have to raise it with us first, and it costs nothing.

Make a complaint to the ICO. We would rather you told us as well, so that we can fix whatever went wrong, but that is our preference and not a condition.

This notice was last updated on 5 September 2026. If we change it in a way that affects what happens to details we already hold, we will not apply the change to those details without asking you first.

Questions people ask about this

Short answers to the things that come up most. None of it is advice, and every figure on this page carries its source.

What happens to my details?

They go to an equity release adviser so they can ring you back. That is the whole purpose and it is the only thing we do with them.

Is anything stored?

An enquiry is emailed straight to the recipient and is never written to a database, a spreadsheet or a log. Delivery is the only copy, which is why the form tells you plainly if it failed rather than pretending it worked.

Will I be added to a marketing list?

There is no marketing list. We do not email you, we do not build a profile of you, and there is nothing to unsubscribe from. We do not sell, rent, share or trade enquiry details.

Can I have my details deleted?

Yes, at any time, and we will. Consent is also the lawful basis for passing them on in the first place: without the tick box nothing is sent to anybody and the form will not submit.

Worth knowing

Equity release may involve a lifetime mortgage, secured against your property, or a home reversion plan. It will reduce the value of your estate and impact funding long-term care.

Talk it through with an adviser

Takes about two minutesFree, no obligation, and nothing committed

One qualified equity release adviser. They will go through your figures and tell you if there is a better answer. It costs nothing and commits you to nothing.

Advice is required to proceed with equity release and there may be other options which better suit your circumstances. Only if your case completes would an advice fee be payable, and the adviser will tell you what theirs is before you commit to anything. Other lender and solicitor fees may apply.

We pass your details to one adviser and nobody else.