Legitimate Interests

We take measures to provide a first class, service. These measures include performing quality assurance and audits using our customers’ information. This helps us identify training needs, risks or enhancements to our processes, procedures and website. Our regulators might ask us to demonstrate how we meet their rules and this sometimes means sharing customer information.

We may contact customers when a special deal period is coming to an end to let them know about other products available even if they‘ve chosen not to receive direct marketing. We do this because we believe it’s a service expected from us.

Where our customers can no longer deal with us through no fault of their own, or wish to set up arrangements for us to deal with representatives for them, we may collect the personal data of someone else who is authorised to deal with the accounts.

More information can be found in the How we use your information section of our Privacy Policy.

Remaining competitive means we’re continually developing products and services that will interest customers, both current and new. To do this we need to understand our customers and the market. One of the ways we do this is by analysing customers’ information, behaviour and feedback. Because we’re continually evolving, changes we make are recorded and this can sometimes include retaining customer information for this purpose.

For further information about customer research at Principality, please visit our page, Customer Research.

You can choose to opt out of research communications at any time by contacting us or by emailing research@principality.co.uk.

More information can be found in our Privacy Policy, especially in the How we use your information section.

We love opening up possibilities to everybody in our community and are proud to support our three charity partners. More information can be found on our Charity page. One of the ways we help is by arranging volunteers and events to raise awareness for these important causes. Those choosing to get involved might provide personal information to help organise or run the event, or be involved in promotional images to support our charity partners.

We know that protecting our Members and business from the impact of financial crime is vital. Amongst other means, we achieve this by prudently identifying risks and monitoring threats within legal and regulatory expectations.

More information can be found in our Privacy Policy, especially in the How we use your information and the Who we share your information with sections.

We always aim to do the right thing for our customers, including those who have left the Principality. Part of this involves being fully informed by way of record keeping and by taking legal advice. Sometimes this means keeping hold of information for longer periods than usual.

More information can be found in our Privacy Policy, especially in the How we use your information and the Who we share your information with sections.

In a world of advancing technology we actively examine the systems we use to store customer information so we can identify threats and emerging problems. We must also actively monitor our premises to keep our data, our premises and most importantly our customers and colleagues safe.

More information can be found in the How we use your information section of our Privacy Policy.