Last updated: October 2026
Beyond Paraplanning & Intelligent Adviser Solutions ("Beyond", "we", "our" or "us") is committed to protecting personal data and respecting your privacy. This Privacy Notice explains how we collect, use, store and protect personal data when providing paraplanning, technical consultancy and business support services.
In most circumstances Beyond acts as a Data Processor on behalf of the financial advice firm engaging our services. The adviser or advice firm remains the Data Controller and is responsible for ensuring an appropriate lawful basis exists for processing personal data.
Depending on the services provided, we may process:
We only process information necessary to perform the services requested by the Data Controller.
We use personal data solely for legitimate business purposes including:
To deliver our services securely and efficiently we may use carefully selected third-party technology providers ("sub-processors").
These may include providers of:
Where a third-party provider processes personal data on our behalf, we ensure appropriate contractual, technical and organisational safeguards are in place in accordance with UK GDPR.
An up-to-date list of our principal sub-processors is available upon request.
We never sell personal data or permit third parties to use it for their own marketing purposes.
Beyond may use Artificial Intelligence ("AI") technologies to assist with administrative and technical tasks such as:
AI is used solely as an assistive tool.
No suitability report, recommendation, technical opinion or client-facing deliverable is issued without appropriate human review, professional judgement and quality assurance.
Some technology providers may process personal data outside the United Kingdom. Where this occurs, appropriate safeguards are implemented in accordance with UK GDPR, including recognised international transfer mechanisms where required.
We retain personal data only for as long as necessary to provide our services, satisfy legal or regulatory obligations and protect our legitimate business interests. Information is securely deleted or anonymised when no longer required.
We employ appropriate technical and organisational measures to protect personal data against accidental loss, unauthorised access, disclosure, alteration or destruction. These measures include encrypted storage where appropriate, controlled access to systems and secure technology providers.
Where Beyond acts as a Data Processor, requests to exercise rights under UK GDPR (including access, rectification, erasure or restriction) should normally be directed to the relevant financial adviser or advice firm acting as the Data Controller. We will assist the Data Controller where required.
We may update this Privacy Notice from time to time to reflect changes to our services, technology providers or legal obligations. The latest version will always be published on our website.
If you have any questions regarding this Privacy Notice or our data protection practices, please contact:
Beyond Paraplanning & Intelligent Adviser Solutions
Email:
hello@beyondparaplanning.co.uk
Website:
www.beyondparaplanning.co.uk