Last updated: 6 August 2026. This policy covers how Pensionplanner.ie collects, uses and protects your personal data.
Pensionplanner.ie is an Irish pension information website. The operator of Pensionplanner.ie is the data controller for personal data provided through this site. For data-protection requests, email hello@pensionplanner.ie.
If you submit the enquiry form, we collect your name and email address, plus any optional phone number, age bracket, topic and message you provide. The server also records the submission time, IP address and browser user-agent for security, spam prevention and troubleshooting.
We use the information to review and respond to your enquiry. The form consent covers contact by Pensionplanner.ie only. If a future introduction appears appropriate, we will first identify the regulated firm's legal entity and ask for separate, unbundled consent to share the necessary details with that named firm.
The submission is stored in a private server directory outside the public document root, recorded in the private enquiry audit system and sent to the site's internal enquiry mailbox. Records include consent, source, workflow status and any later referral activity. We retain enquiry data for up to 12 months after the last interaction, unless a longer period is required to resolve a request or comply with law. The form does not subscribe you to a newsletter.
We use Matomo for website analytics — page views, referral sources, rough geographic data (country/county level, not precise location). Matomo is self-hosted on Irish infrastructure; your data does not leave Ireland or go to third-party advertising platforms. IP addresses are anonymised before storage. Legal basis: legitimate interest in understanding how the site is used.
You can opt out of Matomo tracking at any time using the opt-out below:
We set a first-party Matomo analytics cookie. We do not use Google Analytics, Facebook Pixel, or any third-party advertising cookies. See our cookie policy for the full list.
We do not automatically distribute form submissions to an advisor list and no referral partner is currently appointed. If you later agree to a specific introduction, we may share the minimum contact details and query summary needed with the named regulated firm. That firm then acts under its own GDPR obligations and privacy notice. We do not sell enquiry data, permit onward resale or share it with advertisers.
Under the GDPR and the Data Protection Act 2018, you have the right to:
To exercise any of these rights, email hello@pensionplanner.ie. We will respond within one month.
If you believe we have not handled your data correctly, you have the right to complain to the Data Protection Commission (DPC), the Irish supervisory authority for data protection.
We may update this policy when our practices change. The "last updated" date at the top of this page reflects the most recent revision. Material changes will be notified via a notice on the homepage.