Privacy Policy

Last updated: 14.05.2026

This Privacy Policy explains how Seven Medical collects, uses, stores and protects personal information when you use www.seven-medical.co.uk, contact us, download resources, book a call, join our mailing list, buy a service or work with us.

Seven Medical is a trading name of Dimensional Wealth® Group Limited, a company registered in England and Wales under company number 15741886. Registered office: Kensington House, Bishop Auckland, DL14 6HX.

In this Privacy Policy, “Seven Medical”, “we”, “us” and “our” refer to Seven Medical / Dimensional Wealth® Group Limited.

Seven Medical provides NHS pension education, retirement planning education, financial coaching, workshops, courses, NHS Pension Reports and specialist guidance for NHS professionals.

Seven Medical is not authorised or regulated by the Financial Conduct Authority and does not provide regulated financial advice, investment advice, pension transfer advice, tax advice, legal advice, employment advice or actuarial advice.

1. Who is responsible for your personal information?

Dimensional Wealth® Group Limited is the data controller for personal information collected through Seven Medical.

This means we decide how and why your personal information is used.

If you have any questions about this Privacy Policy or how we use your personal information, you can contact us using the details below:

Seven Medical

A trading name of Dimensional Wealth® Group Limited

Registered office: Kensington House, Bishop Auckland, DL14 6HX

Telephone: 01388 605785

Email: [email protected]

2. What personal information we collect

We may collect and use the following types of personal information.

Contact information

This may include:

- your name;

- email address;

- telephone number;

- postal address;

- job title or professional role;

- employer or business name, where relevant.

Enquiry and booking information

This may include:

- information you provide when completing a contact form;

- information you provide when booking a discovery call;

- your reason for contacting us;

- notes of conversations or correspondence;

- information about the service you are interested in.

Client service information

If you become a client, we may collect information needed to provide education, coaching, modelling, NHS Pension Reports or other agreed services. This may include:

- NHS Pension Scheme information;

- Total Reward Statements;

- Annual Benefit Statements;

- pension savings statements;

- annual allowance information;

- pensionable pay or pensionable earnings information;

- employment status or role;

- practitioner or officer status;

- retirement planning objectives;

- information about your family or financial circumstances where relevant to the service;

- documents or information you choose to provide to us.

Special category information

Some information you provide may be more sensitive. For example, where relevant to the service, you may choose to provide information about:

- health;

- ill-health retirement;

- disability;

- family circumstances;

- divorce or relationship breakdown;

- vulnerability or support needs.

We only ask for this type of information where it is relevant to the service you have asked us to provide, or where you choose to provide it to help us understand your circumstances.

Payment and transaction information

If you buy a service, product, course or workshop from us, we may process information about:

- the service purchased;

- payment status;

- invoice details;

- billing details;

- transaction records.

We do not usually store full payment card details. Payment card information is normally processed by a third-party payment provider.

Marketing and communication information

This may include:

- whether you have opted in to receive emails;

- your email preferences;

- whether you open or click links in emails;

- your responses to campaigns, forms or downloads.

Website and technical information

When you use our website, we may collect technical information such as:

- IP address;

- browser type;

- device information;

- pages visited;

- time spent on pages;

- referring website;

- cookie preferences;

- website usage information.

Please see our Cookie Policy for more information.

3. How we collect personal information

We may collect personal information when you:

- visit our website;

- complete a contact form;

- book a discovery call;

- download a guide or resource;

- join our mailing list;

- buy a course, workshop, report or service;

- provide documents to us;

- communicate with us by email, phone, video call or post;

- attend a workshop, event or course;

- interact with our social media or advertising;

- are referred to us by another professional or contact, where lawful and appropriate.

4. How we use your personal information

We may use your personal information to:

- respond to enquiries;

- arrange discovery calls;

- provide information about our services;

- provide NHS pension education, coaching, modelling, NHS Pension Reports, courses, workshops or guidance;

- review information you provide for educational and modelling purposes;

- prepare reports, summaries or educational materials;

- manage client relationships;

- process payments and invoices;

- keep records of services provided;

- send resources, updates or newsletters where you have requested them or where we are otherwise permitted to do so;

- improve our website, services and communications;

- manage legal, regulatory, tax, accounting and administrative obligations;

- protect our business, website, systems and users.

We do not use your personal information to provide regulated financial advice, investment advice, pension transfer advice, tax advice, legal advice, employment advice or actuarial advice through Seven Medical.

5. Lawful basis for using your personal information

Under UK data protection law, we must have a lawful basis for using your personal information.

We may rely on the following lawful bases.

Contract

We may use your personal information where it is necessary to take steps before entering into a contract with you, or to provide services under a contract with you.

For example, we may use your information to:

- respond to a service enquiry;

- book a discovery call;

- provide an NHS Pension Report;

- provide coaching, education, courses or workshops;

- manage payments and invoices.

Legitimate interests

We may use your information where it is necessary for our legitimate business interests, provided your rights and freedoms do not override those interests.

For example, we may use your information to:

- manage and improve our services;

- respond to enquiries;

- keep appropriate business records;

- improve our website and user experience;

- protect our website and systems;

- communicate with existing clients about related services;

- understand how visitors use our website.

Legal obligation

We may use your information where this is necessary to comply with legal obligations.

For example, this may include:

- accounting and tax records;

- fraud prevention;

- responding to lawful requests from public authorities;

- complying with legal claims or court processes.

Consent

We may rely on your consent where required or appropriate.

For example, we may ask for your consent to:

- send certain marketing emails;

- use non-essential cookies;

- process certain sensitive information where another lawful basis or condition does not apply.

You can withdraw consent at any time where consent is the lawful basis.

6. Special category data

Some information is treated as special category data under UK data protection law. This includes information about health, disability and certain other sensitive matters.

Where we process special category data, we will only do so where we have a lawful basis under Article 6 of the UK GDPR and an additional condition under Article 9 of the UK GDPR.

Depending on the circumstances, this may include:

- your explicit consent;

- processing necessary for the establishment, exercise or defence of legal claims;

- processing necessary for reasons of substantial public interest, where applicable and supported by law;

- processing necessary to provide the service you have requested, where lawful and appropriate.

We will only collect and use special category data where it is relevant, proportionate and necessary for the service or communication involved.

7. Marketing communications

We may send you marketing or educational communications if:

- you have asked to receive them;

- you have downloaded a resource and opted in;

- you have bought or enquired about our services and have not opted out;

- we are otherwise permitted to contact you under applicable law.

You can unsubscribe from marketing emails at any time by clicking the unsubscribe link in an email or contacting us directly.

We will not sell your personal information to third parties for marketing purposes.

8. Who we share your information with

We may share personal information with trusted third parties where necessary for the purposes described in this policy.

This may include:

- website hosting providers;

- email marketing platforms;

- client relationship management systems;

- booking and calendar tools;

- payment processors;

- course or learning platform providers;

- cloud storage and document management providers;

- IT support providers;

- professional advisers, such as accountants, lawyers or compliance consultants;

- regulators, public authorities, courts or law enforcement where legally required.

Where third parties process personal information on our behalf, we expect them to protect it and only use it for the agreed purpose.

We do not sell your personal information.

9. Professional referrals and signposting

Seven Medical may identify that you may need support from another professional, such as an FCA-regulated financial adviser, accountant, solicitor, actuary, PODE, employer or NHS Pensions.

We will not normally share your personal information with another professional unless:

- you ask us to do so;

- you give us permission;

- it is necessary to provide the service you have requested;

- we are legally required to do so.

10. International transfers

Some of the third-party tools we use may process personal information outside the UK.

Where personal information is transferred outside the UK, we will take steps designed to ensure that appropriate safeguards are in place, such as adequacy regulations, standard contractual clauses or other lawful transfer mechanisms.

11. How long we keep your information

We will keep personal information only for as long as necessary for the purposes for which it was collected, including to meet legal, accounting, reporting and business record requirements.

As a general guide:

- enquiry records may be kept for up to 3 years;

- client records may be kept for up to 7 years after the end of the client relationship, unless a longer period is required or justified;

- financial and accounting records are usually kept for at least 6 years;

- marketing records are kept until you unsubscribe or ask us to delete them, unless we need to retain a suppression record to ensure we do not contact you again;

- website analytics data is usually kept for a shorter period unless needed for security or operational reasons.

We may retain information for longer where necessary for legal claims, dispute resolution, regulatory requirements, safeguarding, insurance or legitimate business reasons.

12. How we protect your information

We take reasonable technical and organisational steps to protect personal information against loss, misuse, unauthorised access, disclosure, alteration or destruction.

These may include:

- secure systems and passwords;

- access controls;

- cloud security measures;

- staff confidentiality obligations;

- secure document handling;

- limiting access to personal information to those who need it;

- keeping records only for as long as necessary.

No website, email system or online service can be guaranteed to be completely secure. Please take care when sending sensitive information by email.

13. Your rights

Under UK data protection law, you may have the right to:

- access the personal information we hold about you;

- ask us to correct inaccurate or incomplete information;

- ask us to delete your information in certain circumstances;

- ask us to restrict how we use your information;

- object to certain uses of your information;

- ask for a copy of information you have provided in a portable format;

- withdraw consent where we rely on consent;

- complain to the Information Commissioner’s Office.

Some rights may not apply in all circumstances. We may need to verify your identity before responding to a request.

14. Complaints

If you have concerns about how we use your personal information, please contact us first so we can try to resolve the issue.

You also have the right to complain to the Information Commissioner’s Office, the UK supervisory authority for data protection.

Information Commissioner’s Office

Website: www.ico.org.uk

Telephone: 0303 123 1113

15. Children

Our website and services are not intended for children. We do not knowingly collect personal information from children.

16. Links to other websites

Our website may contain links to other websites, including third-party platforms, professional resources, NHSBSA, BMA, booking tools, payment providers, course platforms or other related websites. We are not responsible for the privacy practices, content or security of third-party websites. You should read their privacy policies before providing information to them.

17. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, website, services, legal obligations or data processing practices. The latest version will be published on this page with the updated date.

18. Contact us

If you have any questions about this Privacy Policy or how we use your personal information, please contact:

Seven Medical

A trading name of Dimensional Wealth® Group Limited

Registered office: Kensington House, Bishop Auckland, DL14 6HX

Telephone: 01388 605785

Email: [email protected]