What Matters Group Ltd customer privacy notice
This privacy notice tells you what to expect us to do with your personal information.
Contact details
Telephone
07841070535
What information we collect, use, and why
We collect or use the following information to provide and improve products and services for clients:
Names and contact details
Addresses
Gender
Pronoun preferences
Occupation
Date of birth
Marital status
Payment details (including card or bank information for transfers and direct debits)
Transaction data (including details about payments to and from you and details of products and services you have purchased)
Usage data (including information about how you interact with and use our website, products and services)
Information relating to compliments or complaints
Records of meetings and decisions
Website user information
We collect or use the following personal information for the operation of client or customer accounts:
Names and contact details
Addresses
Purchase or service history
Account information, including registration details
Information used for security purposes
Marketing preferences
We collect or use the following personal information for information updates or marketing purposes:
Names and contact details
Addresses
Profile information
Marketing preferences
Purchase or account history
Website and app user journey information
IP addresses
We collect or use the following personal information to comply with legal requirements:
Name
Contact information
Client account information
We collect or use the following personal information to protect client welfare:
Names and contact information
Client account information
Health and wellbeing information
We collect or use the following personal information for dealing with queries, complaints or claims:
Names and contact details
Addresses
Account information
Purchase or service history
Customer or client accounts and records
Correspondence
Lawful bases and data protection rights
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
Your right of access - You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. Read more about the right of access.
Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. Read more about the right to rectification.
Your right to erasure - You have the right to ask us to delete your personal information. Read more about the right to erasure.
Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. Read more about the right to restriction of processing.
Your right to object to processing - You have the right to object to the processing of your personal data. Read more about the right to object to processing.
Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. Read more about the right to data portability.
Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. Read more about the right to withdraw consent.
If you make a request, we must respond to you without undue delay and in any event within one month.
To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.
Our lawful bases for the collection and use of your data
Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
Processing client and prospect information is necessary for the effective delivery, administration, and continuous improvement of our services. The benefits include maintaining organised client records, tailoring sessions to participant needs, and ensuring seamless service delivery. This processing carries minimal privacy risk for individuals, as data is handled securely, kept strictly confidential, and is limited to what is reasonably expected for professional business interactions.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Our lawful bases for collecting or using personal information for the operation of client or customer accounts are:
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
Processing and maintaining client account information is necessary for the efficient administration, organisation, and secure management of records. The benefits include keeping accurate client profiles and managing schedules and communication histories. This processing poses minimal risk to individuals, as data is kept strictly confidential, securely stored, and used solely for professional account administration.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Our lawful bases for collecting or using personal information for information updates or marketing purposes are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
Processing contact information to send relevant business updates, professional insights, and service information is necessary to promote our professional coaching and consulting practice and maintain engagement with clients and professional contacts. The benefits include keeping stakeholders informed about valuable industry developments, workshops, and service offerings relevant to their circumstances. This processing poses minimal risk to individuals, as communications are strictly professional, targeted, and every message includes a clear, effortless option to opt out or unsubscribe at any time.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Our lawful bases for collecting or using personal information to comply with legal requirements:
Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Our lawful bases for collecting or using personal information to protect client welfare are:
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
Processing limited information regarding client well-being is necessary to maintain a safe, supportive environment during coaching and consulting sessions, and to fulfill our standard duty of care. The benefits include ensuring that clients are supported appropriately and that reasonable precautions are taken to protect their safety during engagements. This processing carries minimal privacy risk, as data is handled with strict confidentiality, kept secure, and accessed only when necessary to support client welfare.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.
Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
Processing correspondence, feedback, and inquiry data is necessary to effectively resolve questions, manage client complaints, and address any potential service claims professionally. The benefits include ensuring transparent communication, maintaining high standards of customer service, and resolving issues fairly for all parties. This processing carries minimal privacy risk, as data is handled confidentially, used strictly for resolution purposes, and retained only as long as necessary to address the matter.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Where we get personal information from
Directly from you
Publicly available sources
How long we keep information
Up to six years following contract completion and one year for marketing purposes.
For more information on how long we store your personal information or the criteria we use to determine this please contact us using the details provided above.
How to complain
If you have any concerns about our use of your personal information, you can make a data protection complaint to us:
Email: phoebe@whatmattergroup.co.uk
If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.
The ICO’s address:
ICO Head Office
4th Floor, No.3 Circle Square
5 Hawkshaw Street
Manchester
M1 7BL
Helpline number: 0303 123 1113
Website: https://www.ico.org.uk/make-a-complaint