Last updated: 17 June 2026
This Privacy Policy explains how Money Checkup (“we”, “us”) collects, uses and protects your personal information when you use this website. It is written to comply with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
Who we are
Money Checkup is operated by the company shown in our website footer (the data controller). Our ICO registration number is also shown in the footer.
What we collect
- The answers you provide in the checkup (e.g. tenure, household, situation, goals).
- Your email address, if you ask us to send your personalised summary.
- Basic technical data (IP address, browser type, pages visited) for security and analytics.
We never ask for bank details, card numbers or your National Insurance number to run the check.
Lawful basis for processing
- Consent: for sending you your personalised summary and for any optional marketing emails. You can withdraw consent at any time.
- Legitimate interests: for site security, fraud prevention and aggregate analytics that don’t identify you.
How we use your data
To prepare and email your personalised summary, to contact you about it, and only if you explicitly ask, to introduce you to a relevant provider. We do not sell your data, and we do not share it with third parties for marketing.
How long we keep it
We keep checkup submissions for up to 24 months so we can answer follow-up questions and meet our record-keeping obligations. You can ask us to delete your data sooner at any time.
Your rights under UK GDPR
You have the right to access, correct, delete or restrict the use of your personal data, and to object to processing or request data portability. To exercise any of these rights, email us using the contact details in our footer.
How we’re paid (affiliates)
If you later choose to switch through one of our partners, that partner may pay us a commission. It never costs you more than going direct, and you are under no obligation to switch.
Cookies
See our Cookie Policy.
Complaints
If you’re unhappy with how we’ve handled your data, you can complain to the UK Information Commissioner’s Office (ICO) at ico.org.uk.