Privacy Policy

Last Updated: March 2026
Version: 2.1

1. Introduction

Equisure (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

This policy applies to all personal data collected through your interaction with Equisure, including enquiries, advice services, applications, and ongoing customer relationships.

Important Regulatory Information

Equisure is authorised and regulated by the Financial Conduct Authority through its authorised firm:

Release My Equity Ltd
Registered in England and Wales (Company No. 08525726)
Registered Address: 231 Elliott Street, Tyldesley, Manchester, England, M29 8DG
FCA Reference Number: 730866

The firm is entered on the Financial Services Register, which can be checked at:
https://register.fca.org.uk/

2. The Data We Collect

To provide regulated equity release and later life lending advice, we may collect and process the following categories of personal data:

Identity Data

Full name
Date of birth
Marital status
Gender

Contact Data

Postal address
Email address
Telephone numbers

Financial Data

Income and expenditure
Assets and liabilities
Existing mortgage or secured lending details
Credit history and affordability information

Property Data

Property value
Property type and construction
Title information

Special Category Data (Health)

Some equity release products are enhanced based on health or lifestyle factors. Where relevant, we may collect information relating to your medical history or lifestyle to identify suitable products.
This information is only processed with your explicit consent.

Vulnerability Data

Information relating to personal circumstances that may require us to provide additional support, in line with FCA Consumer Duty and vulnerability guidance.

3. How We Use Your Data

We process personal data only where a lawful basis applies, including:

Contractual Necessity

To provide regulated advice and services
To arrange and administer your equity release application

Legal Obligation

To comply with FCA rules and regulatory requirements
To meet anti‑money laundering (AML) and financial crime obligations
To handle complaints and regulatory reporting

Legitimate Interests

To manage our relationship with you
To improve our services
To communicate with you about our services where permitted

Marketing communications will only be sent where you have opted in, and you may opt out at any time.

4. Disclosure of Your Information

We do not sell your personal data.

Where necessary to deliver our services, we may share your data with:

Equity Release Lenders / Product Providers
Solicitors or Conveyancers
Surveyors or Valuers
Lead Introduction Partners (limited information only)
Regulators, Ombudsman Services, or law enforcement where legally required

All third parties are required to process your data securely and in accordance with data protection law.

5. Data Security and Retention

We have appropriate technical and organisational safeguards in place to protect your personal data from loss, misuse, unauthorised access, or disclosure.

Retention

Due to the long‑term nature of equity release products and regulatory requirements, we may retain advice and suitability records indefinitely to:

Respond to future enquiries
Handle complaints
Meet FCA record‑keeping obligations

6. Your Legal Rights

You have the following rights under UK data protection law:

Right of Access – request a copy of your personal data
Right to Rectification – correct inaccurate or incomplete data
Right to Erasure – request deletion (subject to regulatory obligations)
Right to Object – object to processing for direct marketing

Requests can be made using the contact details below.

7. Contact Us

If you have any questions about this Privacy Policy or how your data is handled, please contact:

Equisure
231 Elliott Street
Tyldesley
Manchester
England
M29 8DG

Email: info@equsiure.uk