DOES THE TRUSTEE SHARE YOUR DATA? At present, the Trustee may share your personal data with:
Your current or former employer and their advisers in relation to the Scheme;
The administrators of the Scheme to whom the Trustee has delegated some of the day to day and ongoing activities essential to the running of the Scheme;
Members’ appointed independent financial advisers;
The Scheme’s additional voluntary contribution (AVC) providers, such as Scottish Widows etc. in order for them to administer the Scheme’s AVC benefits; A professional actuary appointed as the Scheme Actuary to the Scheme so that (s)he can carry out the necessary calculations in order to assess the benefits and to assist the Trustee with agreeing payments to the Scheme to fund the benefits. The Scheme Actuary may also use your personal data in research which assists actuaries in providing this type of advice (which is anonymised as far as possible before being provided to a recognised external authority). The Scheme Actuary is currently Oliver McCulloch of Barnett Waddingham and he has confirmed he considers himself to be a “joint data controller” with the Trustee for the purpose of GDPR. Insurers who provide the Trustee with insurance to cover payment of benefits or from which the Trustee purchases policies to provide pension benefits when a member comes to retire (an annuity), life assurance benefits where applicable, and brokers who are typically involved in arranging such insurance; Investment managers: professionals with the relevant experience to advise the Trustee on the investment of the Scheme assets; Scheme auditors: all schemes are required to have professional auditors appointed, who review and input into the Scheme’s annual accounts; Legal advisers who advise the Trustee on compliance with legislation and other legal issues to ensure the legal and effective running of the Scheme. The Trustee’s legal adviser has advised that its role in relation to the Scheme is that of data controller. Their Privacy Notice can be accessed via their website: www.shoosmiths.co.uk; External printers and mailing houses, solely in relation to the mailing of Scheme communications to members; HM Revenue & Customs, the Pensions Regulator (in connection with reporting duties it has at any given time), and other statutory/regulatory bodies; and MaPS, in connection with providing your data to pensions dashboards, we will share encrypted personal data with the MaPS, in its role as operator of the IT systems underlying the pensions dashboard programme. We will also share prescribed pensions data with the pensions dashboard provider which you use to request your pensions information. We may also engage integrated services provider and other IT
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