Privacy Policy

Privacy Policy

This privacy policy sets out how PlanWorking uses and protects any personal information that we hold and process, including data that you give us when visiting the PlanWorking website. PlanWorking is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified, then you can be assured that it will only be used in accordance with this privacy policy.

PlanWorking may change this privacy policy from time to time and will update this page accordingly. This privacy notice is effective from 25 May 2018.

For further information, or if you have any queries, about this notice and/or PlanWorking’s full GDPR compliant Data Protection Policy, then please contact David Putman on david.putman@planworkingcom / +44 (0) 1239 982602

What we collect

When accessing the PlanWorking website, we may collect the following information:

  • Demographic information such as your postcode
  • Specific information about you, such as your name and email address

When individuals purchase products, PlanWorking will collect the following data:

Invoicing Details
Company Name
Billing Address
Postal Code
Email Address

Why we need to collect it

The capture and processing of this data is required for administering individual’s course bookings and subsequent usage. This process cannot be complete without collecting, holding and processing the individual’s data.

Therefore, PlanWorking hold and process this data under the lawful basis of Legitimate Interest as part of our business operations.

What we do with the information we gather

We will primarily use the personal information that you provide in the normal delivery of our business operations, to process and administer purchases that have been made. This includes:

  • Pre and post course communications, including booking confirmation (all non-marketing related communications)
  • To administer course usage and delivery, and to confirm identification if/when you contact us
  • To maintain internal records of course usage and certification (for both individual delegates and client organisations)
  • To communicate with you in the event of unforeseen changes to any course
In addition to processing course usage, the information gathered may also be used for the following purposes:
  • To improve and monitor our customer service to you
  • To track activity on our website
  • The prevention of crime and fraud
  • For any other purposes deemed necessary for business

Controlling your personal data

We will never sell, distribute or lease your personal information to third parties. We will only pass on your personal information to a third party if we are required by law to do so.

How to access, amend and remove your data

Individuals have the right to access, amend and remove/erase their data from our records at any time.

To exercise any of the above rights, individuals should contact PlanWorking on +44 (0) 1239 682902 / To authenticate the request, we may ask individuals to confirm certain personal details and/or follow up with an email from a corresponding email address.

We will action the respective request (ie access, rectification, erasure etc) within 5 working days. All requests will be dealt with free of charge and without delay.

Data retention

PlanWorking will retain personal data for no longer than is necessary. What is necessary will depend on the circumstances of each case, taking into account the reasons that the personal data was obtained.

It should be noted that the nature of PlanWorking’s business operations require us to maintain a record of historical purchases that have been delivered, and to who, as a starting point for future delivery.

As there is never a typical/defined time period for clients to initiate repeat services, PlanWorking is unable to set a pre-determined period of time that we will only hold data for.

Data security

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information that we collect.

Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.