Privacy policy
Last updated: 2026
1. Who we are
Nest Egg Planning is a trading name used for marketing purposes. This privacy policy explains how we collect, use and protect your personal information when you use our website or submit a quote request.
2. What information we collect
We may collect the following information when you request a quote or contact us:
- Your name, email address and phone number
- Your date of birth
- Details about your smoking status and general health
- The cover amount and term you are interested in
- Technical information such as your IP address and browser type
3. How we use your information
We use your information to:
- Provide you with a life insurance quote or pass your details to a regulated partner who can
- Contact you about your quote request
- Improve our website and services
- Comply with legal and regulatory obligations
4. Sharing your information
We only share your personal data with regulated insurance partners for the purpose of providing a quote or arranging cover. We do not sell your data to third parties for marketing purposes.
5. Legal basis for processing
We process your personal data on the basis of your consent when you submit a quote request, and because it is necessary to take steps at your request before entering into a contract.
6. How long we keep your data
We keep your personal data for as long as necessary to fulfil the purposes for which it was collected, including any legal, accounting or reporting requirements.
7. Your rights
You have the right to:
- Access the personal data we hold about you
- Ask us to correct inaccurate information
- Request deletion of your data in certain circumstances
- Withdraw your consent at any time
- Complain to the Information Commissioner's Office (ICO)
8. Security
We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss or misuse.
9. Cookies
We may use cookies and similar technologies to improve your experience on our site. You can adjust your browser settings to refuse cookies, though this may affect site functionality.
10. Changes to this policy
We may update this privacy policy from time to time. Any changes will be posted on this page with an updated date.
11. Contact us
If you have any questions about this privacy policy or how we handle your data, please contact us using the details on the website.