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Privacy Policy

The Money Conversation ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal data when you use our website www.themoneyconversation.co.uk  (and https://nas.io/the-money-conversation)  (the "Website") and our educational courses and content. We comply with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

 

1. Information We Collect

We collect the following types of personal data:

- Personal Information: Name, email address, and other details you provide when subscribing to our courses or newsletters.

- Usage Data: Information about how you interact with our Website, such as pages visited, time spent, and IP address.

- Cookies and Tracking Technologies: Data collected via cookies (see our Cookie Policy below for details).

 

2. How We Use Your Data

We use your personal data to:

- Provide and manage access to our financial education courses.

- Send you newsletters, course updates, or promotional materials (with your consent, where required).

- Improve our Website and services through analytics.

- Comply with legal obligations.

 

 3. Legal Basis for Processing

We process your data based on:

- Consent: For marketing emails or non-essential cookies.

- Contract: To provide access to courses you’ve subscribed to.

- Legitimate Interests: For improving our services or analyzing Website usage.

- Legal Obligation: To comply with UK laws.

 

 4. Sharing Your Data

We do not sell your personal data. We may share it with:

- Service providers (e.g., email platforms, payment processors) acting as data processors under strict agreements.

- Authorities, if required by law.

 

 5. Data Retention

We retain personal data only for as long as necessary:

- Subscriber data: Until you request deletion, or as required by law.

- Usage data: 24 months, unless required for legal purposes.

Lise Thorne and Adrienne D'Souza teaching investing for beginners at women's finance workshop

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The Money Conversation

We are here to help midlifers who want to understand how money works. Learn about stocks and shares ISAs, investment platforms, and building wealth through our community and courses.

Who This Is For:

Smart, busy midlifers- especially those over 40 - who want to take charge of their financial futures without feeling overwhelmed by complex jargon or intimidated by the investment world.

© 2025 The Money Conversation Ltd. All rights reserved.

Legal & Disclaimers: Important: This is educational content, not financial advice. If you want personalised financial advice, find an expert you can pay by the hour (avoid percentage-based fees and commissions). We are here for education purposes only.

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