Alliance Trust Savings - Protecting your personal data
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Protecting your personal data

A new Data Protection and Privacy Policy and changes to our Terms and Conditions

What is happening?

The General Data Protection Regulation (GDPR) is a new law coming into effect from 25 May 2018. It aims to give you more control over how your personal data is used and ensures that you only receive communications that you have consented to.

At Alliance Trust Savings, we’re committed to protecting your personal information, so we are introducing a new Data Protection and Privacy Policy. We have also taken this opportunity to make some other changes to our Terms and Conditions.

These changes come into effect at the same time as GDPR, from 25 May 2018.

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What do the changes mean for me?

Our new Data Protection and Privacy Policy includes details about:

  • your rights relating to the information we hold about you
  • how we keep your personal information safe
  • the types of personal information we can collect and use
  • the legal basis we rely on to use your information.

Changes to our Terms and Conditions include:

  • updates in relation to ISAs to reflect changes in ISA regulation, to clarify our processes and to reflect good industry practice
  • clarification of business processes in relation to regular trading, how we allocate income to your Account and how we hold cash on your behalf.
Your Retirement

Read the updated Terms and Conditions and keep it safe for future reference

Our new Data Protection and Privacy Policy is included in Section B of our updated Terms and Conditions. If you have online Account access we’ll upload a copy of the updated Terms and Conditions there for you as well.

Download Terms and Conditions

Take a few minutes to make sure you’re getting the most from us

Part of our service is keeping you up-to-date with investment news, views and opportunities that may help you make the most of your money over the longer term.

That includes:

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If you value this type of information and want to receive it from us after 25 May 2018, take a few minutes now to login to your online Account, visit your new personal Preference Centre and choose the communications you’d like to receive. If you change your mind later, you can simply go back and unsubscribe at any time.

You can also update your preferences by phone on 01382 573737. Lines are open Monday to Friday, 8am to 5pm. Calls may be recorded for training and security purposes.

Confirm Preferences Now



If you don’t take a few minutes to opt in, these types of communication will automatically stop, even if you’d previously consented to receive them from us.

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Save £30 by going paperless

In your Preference Centre you can also opt to go paperless for Account communications, if you haven’t already. This saves you £30 a year in charges and means you won’t have to wait the extra mailing time to receive statements, contract notes and other Account updates from us in future.

Go paperless now

Questions and answers


What is GDPR?

GDPR (the General Data Protection Regulation) is an EU law that is harmonising data protection standards across all EU member states from 25 May 2018. GDPR is also updating and improving those standards to take account of how technology has developed in recent years.

In the UK, GDPR is replacing the Data Protection Act 1998.

How are things changing under GDPR?

GDPR will give you more control over how companies like Alliance Trust Savings use your personal data, including eight sets of rights. Very broadly speaking these are to:

  • Know about how your personal data is collected and used (the right to be informed).
  • Access your personal data and other information associated with it (the right of access).
  • Have any inaccurate or incomplete data about you fixed (the right to rectification).
  • Be forgotten by having your personal data deleted (the right to erasure).
  • Stop your data being used until a problem with it is fixed (the right to restrict processing).
  • Ask for your data to be shared between different companies (the right to data portability).
  • Let you object if you’re not happy with how your data is being used (the right to object).
  • Protect you where decisions might be made about you using your data, without any humans being involved (rights related to automated decision making including profiling).
Our new Data Protection and Privacy Policy is there to make sure we can play our part in supporting those rights when you do business with us.

How can I see the personal data that Alliance Trust Savings holds about me?

If you have an online Account you can see the current personal data we hold about you there, including your name, address, bank account details, current holdings and a history of your transactions through us.

We do not use your personal data for anything other than managing your account, meeting our regulatory requirements and communicating with you in line with your preferences.

If you don’t have an online Account and would like to set one up now (you’ll need to have an email address to do this), please contact us using the details shown below. Otherwise you can submit a formal data access request by contacting us and we will respond subject to the broader legal requirements on us under GDPR.

Will you charge me to see my personal data or exercise any of my other rights under GDPR?

We won’t normally charge you for this. But we may charge a reasonable fee in some circumstances, based on the administrative cost to us of meeting your request:

  • Where we consider your request to be unfounded, excessive or repetitive.
  • Where you ask us for further copies of information we have already supplied.

Will you always comply with a request to exercise my rights under GDPR?

Where we can, we will, but we may not be able to comply with your request if doing so means we won’t be able to meet our other legal and regulatory requirements, under GDPR and other laws and rules. We will of course explain this to you if that applies in your case.

Can I object to these changes?

GDPR is here to give you more control over how companies like Alliance Trust Savings use your personal data. We have introduced our new Data Protection and Privacy Policy to make sure we can play our part in that. You are not able to opt out.

If at any time you believe we are not treating your personal data appropriately then you can raise your concerns in the first instance with our Data Protection Officer using the contact details below. If you still have concerns after that you can contact the Information Commissioner’s Office.

Can you send me a paper copy of the updated Terms and Conditions

Yes, we are happy to do this. Simply call our Customer Services Team on 01382 573737.

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Still have questions?

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Email: contact@alliancetrust.co.uk

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Call: 01382 573737
(lines open 8am to 5pm, Monday to Friday, and calls may be recorded for training and security purposes).



Alliance Trust Savings Limited is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number 116115. Alliance Trust Savings gives no financial or investment advice.