About Us

Better with Money Ltd. (“we”, “us” and “our”), is a financial education firm. We’re committed to helping individuals and organisations build financial wellbeing courses, both in person and online, designed to be accessible, practical and relevant.

As part of our operations, we act as the data controller for any personal information that we process about you in connection with our business.

Better with Money Ltd. is a private limited company registered in England & Wales (Company No. 09943881), with our registered office is 51 Lime Street, London, EC3M 7DQ.

We take data protection seriously and are registered with the UK Information Commissioner’s Office under registration number ZB029730. If you have any questions or concerns about how your data is handled, our Data Protection Officer can be contacted at education@betterwithmoney.com.

General information

We have a moral and legal responsibility to respect your privacy and take care of any personal data we hold about you, in compliance with the General Data Protection Regulation (the UK GDPR) and the Data Protection Act 2018.

For the purpose of this notice, where we refer to “you or “your” this includes:

  • Subscribers
  • Business Contacts
  • Persons associated with Corporate Clients
  • Recruitment Applicants
  • Our Employees and Partners
  • Suppliers
  • Users of our website

We sometimes process personal data as a data ‘processor’. This is when we handle personal data on behalf of our clients (e.g., to provide financial education courses to their employees). In these cases, we process this information upon our clients’ written instructions under a contract. Any collection or use of that information is limited to the purpose of providing the service to our clients and their employees.

There may be links on our website to third party sites. These are beyond our control; we therefore suggest that you check the privacy notices of these sites before using them.

How we get your information

Most of the personal data we process is provided to us directly by you, for example when you:

  • make an enquiry by email, phone or through our website
  • sign up to our newsletters, blogs and promotions
  • apply for a job
  • work with us as an employee or contractor
  • use our website

We may also collect personal information about you indirectly, for example through:

  • our clients
  • public sources (e.g., websites and professional networking sites)
  • recruitment agencies
  • referees to support your job application (at your request)

Personal data collected and how it is handled

 Enquirers

When someone contacts us asking about our services through our website, by email or over the telephone, we collect their contact details and the nature of their enquiry.

We collect this information to respond to their enquiry and keep a record of our communications with them. The basis for this processing is either the consent of the enquirer themselves or legitimate business interest.

Persons Associated with Corporate Clients

We collect the name and contact details of our clients and information about the service they have purchased so we can fulfil our contract with the client, or take steps at the request of the client, prior to entering into a contract with them.

The basis for this processing is the contracts that we have with our clients, legal obligations and/or that such processing is necessary for our or our clients’ legitimate interests.

Subscribers

We collect the name and contact details of people who want to subscribe to our newsletters, resources, blogs and promotions.

The basis for this processing is the consent of the individual when they opt-in to receive these communications. If a person unsubscribes, we remove them from our mailing list but retain their contact details in a separate database.

Business Contacts

We collect contact and business details of employees working for potential clients, to be able to promote and market our services to potential new clients. This is known as ‘B2B’ or ‘business to business’ marketing.

This information is collected from public sources, such as company websites or where the employee has published their name, work profile and contact details on a networking site for professionals, (such as LinkedIn) and therefore would have a reasonable expectation that companies like us, may contact them to make introductions and market their services.

The basis for this processing is legitimate business interest. Contact leads can opt-out from receiving communications from us at any time, by emailing: education@betterwithmoney.com.

Recruitment applicants

We collect personal information about applicants for a position with Better With Money.

Willis Towers Watson (WTW) our parent company, perform recruitment services for Better With Money. Please see WTW’s applicant privacy notice for further information regarding what information is collected, where the information is sourced from and how long data is retained for.

Employees

We collect personal information about our employees, such as their name, date of birth, contact details, recruitment information, evidence of their right to work, outcome of their criminal record check (DBS), contract, bank details and other employment information.

We collect this information to enable us to fulfil our contract with the employee or to take steps at the request of the employee, prior to entering into a contract with them. For example, to ensure they are paid; make pension and tax contributions on their behalf and provide employee services and benefits to them.

Contractors

We collect information about our contractors, such as their name, contact details, experience, outcome of their criminal record check (DBS) (where required), service contract and bank details. We collect this information for our legitimate interests, to be able to assess the suitability of the individual and to enable us to fulfil our contract with them or to take steps at their request, prior to entering into a contract with them.

Website users

Details of the devices you use to access our websites and how you use our websites, please see our Cookie Policy

Who we share information with

We do not share your data with other organisations, unless it is necessary for legal, contractual, regulatory or law enforcement purposes. Where we use data ‘processors’ to help us manage and store our data (cloud storage providers); promote our services (advertising/marketing companies) and facilitate our services (web conference/training platforms), we have Data Processor Agreements or confidentiality agreements in place, to protect any personal data they may have access to on our behalf.

Our data processors only act on our instructions and are carefully selected to ensure they have robust security measures in place and comply with the UK GDPR when processing personal data.

Where we process your personal data as a data ‘processor’ for our clients, your personal data may be accessible to that client, to enable us to fulfil our contract with them.

There may be times when we need to disclose personal data to other data controllers, for example:

  • In the event that we sell any business or assets
  • If we or substantially all of our assets (including data) are acquired by a third party
  • If we are under a duty to disclose or share your personal data to comply with any legal obligation, or in order to enforce or apply our terms and conditions and other agreements.
  • To protect the rights, property, or safety of Better with Money, our clients, or others. This includes exchanging information with other companies and organisations for the purposes of fraud protection.

We will never sell your personal data or share it in a way you would not reasonably expect.

How long we keep your personal data

Retention periods for records are determined based on the type of record, the nature of the activity, product or service, and the applicable legal or regulatory requirements. We normally keep customer account records for up to ten years after your relationship with Better With Money ends, whilst other records are retained for shorter periods. Retention periods may be changed from time to time based on business or legal and regulatory requirements.

Transferring information overseas

We will only transfer your personal data outside the United Kingdom (“UK”) when the law permits us to do so. We usually do this in order to share your personal data with organisations who provide us business support services or our professional advisors.

Should we transfer your personal data to any other territories or countries outside the UK we ensure appropriate safeguards are in place, where required, to maintain the same levels of protection as are needed under data protection laws in the UK.

How we protect your information

We take our security responsibilities very seriously and have put in place robust measures to protect our clients’ personal data from accidental or unlawful access, disclosure, loss, damage or destruction. The following are examples of how we achieve this:

  • Access to our data and systems is on a strict need to know basis and we ensure our employees, contractors and sub-processors are under an obligation of confidentiality
  • Employees receive mandatory annual data protection training and sign up to our Data Protection Policy
  • We have robust procedures in place to manage and report personal data security breaches, in the unlikely event of a breach occurring
  • Where we use companies who process personal data on our behalf to help us provide our services to our clients, we will carry out due diligence checks on these companies and have written contracts in place which require them to handle personal data in line with the data protection laws
  • We use up to date virus and malware protection software, and we back up data regularly

Your data protection rights

It is important that the personal data we hold is accurate and current. Should your personal information that you have supplied to us change, please notify us of any changes of which we need to be made aware by informing your usual Better With Money contact.

Under certain circumstances, by law you have the right to:

  • Be told how your personal data is being processed
  • Request access to your personal data
  • Request correction of the personal data that we hold about you
  • Request erasure of your personal data
  • Request the restriction of processing your personal information
  • Object to the processing of your personal information for public interest or direct marketing purposes
  • Request that your personal data is transferred from one organisation to another or given to you
  • Complain to the organisation processing your personal data if you are not happy with the way it has been handled, and to escalate this to the Information Commissioner if you remain dissatisfied

To exercise these rights, please contact us by emailing at education@betterwithmoney.com You are not usually required to pay a fee, unless the request is manifestly unfounded or excessive, or if an additional request for further copies of data is received. You can expect to receive a response within one calendar month. Further information about your data protection rights, can be found on the Information Commissioner’s Office website at www.ico.org

Contact us

If you have any queries about this privacy notice or our data protection compliance, please contact us at education@betterwithmoney.com

Changes to this privacy notice

Effective 6 January 2026 we have updated our privacy notice to comply with the new Data (Use and Access) Act 2025. This legislation enhances your rights regarding your personal data and introduces new requirements for how we collect, use and share your information.

Key Updates:

  • Data Access Rights – You now have the right to request access to the personal data we hold about you, including information on how it is being used and shared;
  • Data Portability – You can request that your data be transferred to another service provider in a structured, commonly used, and machine-readable format;
  • Increased Transparency – We are committed to providing clearer information about our data practices, including the purposes for which your data is collected and how long it will be retained;
  • Enhanced Security Measures – We have implemented additional security protocols to protect your data against unauthorized access and breaches;
  • Opt-Out Options – You now have greater control over your data, including options to opt-out of certain data processing activities.

We may update this notice periodically. When we do this, we will inform you of the changes and the date on which the changes take effect.

Last reviewed: 1 May 2026