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Privacy Policy

The Wesleyan Group of Companies (known as "Wesleyan", "we", "our", "us") is committed to protecting the privacy and security of your personal information. You may have a relationship with one or more of our companies, including Wesleyan Assurance Society, Wesleyan Bank Ltd, Wesleyan Financial Services Ltd and Wesleyan Unit Trust Managers Ltd. Further details about our Group of Companies can be found here. Our address is Colmore Circus, Birmingham B4 6AR. 

For Wesleyan Bank, please click here to view their Privacy Notice.
This notice applies to prospective customers, current customers and former customers to the Wesleyan Group of Companies and describes how we collect and use personal information about you in accordance with the General Data Protection Regulations ("GDPR") and other data protection laws.  Customers of Practice Plan, DPAS and Quality Plan will receive a separate privacy notice specific to the products and services they each provide.

Wesleyan is a "controller". This means that we are responsible for deciding how we hold and use personal information about you.  It is important that you read this notice, together with any other privacy notice we may provide on specific occasions when we are collecting or processing personal information about you, so that you are aware of how and why we are using such information. We may update this notice at any time.

The kind of information we hold about you

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

Depending on the services and products we provide to you, we may collect, store, and use the following categories of personal information about you:

  • Personal details such as name, title, addresses, telephone numbers, personal email addresses, date of birth, gender, marital status and details about dependants and next of kin
  • National Insurance number and other copies of document to confirm your identity
    o Passport information and information about your travel plans, dates of travel, destination(s) and planned activities
  • Driving licence information and information about your vehicle(s), past claims, recent damage
  • Bank account details, payroll records, tax status information and credit scores
  • Details of bankruptcies
  • Information about your employment records (including salary, pension and benefits information, job titles, work history, working hours, training records and professional memberships, location of employment or workplace)

We may also collect, store and use the following "special categories" of more sensitive personal information:

  • Information about your race, ethnicity or sexual orientation (where any of these could be established from information you provide to us)
  • Information about your health, including any medical condition, health and sickness records (where this is relevant to policies we offer, such as health insurance, as well as processing any subsequent claims)
  • Information about criminal convictions and offences (as part of our fraud prevention checks and where this is relevant to policies such as motor insurance)

How is your personal information collected?

There are a number of ways in which we collect your personal information, the main way is directly from you such as:

  • Enquiry, quotes, claim and application forms you submit or emails or correspondence you may send to us
  • When you consider purchasing or actually purchase a product or service from us
  • Telephone calls with you (which maybe recorded)
  • Via cookies when you access our websites, applications, social media (such as Facebook pixels) or emails (see our cookie policy for further information)
  • When you create a MyWes account

and we may also collect your information from third parties such as:

  • Where you have agreed for your information to be passed onto us (e.g. by a family member when you may not be able to disclose the relevant information directly or by a third party referrer who is introducing business to us)
  • Credit reference agencies or other background check agencies
  • Medical professionals (where you have agreed to this)

By passing us any information about another person, you confirm you have their authority to share that information with us.

How will we use information about you

We will only use your personal information when the law allows us to. Most commonly, we will use your personal information in the following circumstances:

  •  Where we need to perform the contract we have entered into with you and for pre-contract administration
  • Where we need to comply with a legal obligation
  • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests
  • Where you have given your consent to do so for a specific purpose

Situations in which we will use your personal information

We need all the categories of information in the list above (see The kind of information we hold about you) primarily to allow us to perform our contract with you [*] and to enable us to comply with legal obligations [**]. In some cases we may use your personal information to pursue legitimate interests of our own or those of third parties [***], provided your interests and fundamental rights do not override those interests and where you have given us your consent to process your information [****]

The situations in which we will process your personal information are listed below. We have indicated by [asterisks] the purpose or purposes for which we are processing or will process your personal information.

  • Evaluating your application and providing you with a quote (this maybe provided directly by us or a preferred third party) [*]
  • Administering and servicing the contract we have entered into with you (or propose to enter into with you) and managing the product or facility, which may include any mutual benefits that you may be entitled to [*]
  • Claims management (in relation to policies you hold with us or via a third party which are managed by us) [*, **, ***]
  • Claims management (in relation to policies you hold with us or via a third party which are managed by us) [*, **, ***]
  • Anti-fraud and money laundering purposes (to detect and prevent fraudulent claims) [**, ***]
  • Providing you with information about products and services based upon any preferences you may have expressed and/or which we think might be of interest (marketing purposes) [***, ****]
  • Recovering debt [***]
  • Complaints management (if you are not happy with the service we have provided you) [***]
  • Business management and planning, including quality, testing, training, accounting, auditing purposes and market research [***]
  • Running events and/or competitions [***]
Some of the above grounds for processing will overlap and there may be several grounds which justify our use of your personal information.
If you fail to provide personal information
If you fail to provide certain information when requested, we may not be able to perform the contract we have entered into (or are proposing to enter into) with you or we may be prevented from complying with our legal obligations (such as detecting or investigating fraud) and so we may be required to decline an application or claim.

Change of Purpose

We will only use your personal information for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If we need to use your personal information for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.
Please note that we may process your personal information without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.

How we use particularly sensitive personal information

"Special categories of particularly sensitive personal information require higher levels of protection. We need to have further justification for collecting, storing and using this type of personal information. We may process special categories of personal information in the following circumstances:

1. With your explicit consent

2. Where it is in the substantial public interest and in line with our data protection policy

Less commonly, we may process this type of information where it is needed in relation to legal claims or where it is needed to protect your interests (or someone else's interests) and you are not capable of giving your consent, or where you have already made the information public.

Do we need your consent?

We may approach you for your approval to allow us to process certain particularly sensitive data. If we do so, we will provide you with full details of the information that we would like and the reason we need it.  Without this approval, in some circumstances, we may not be able to provide you with cover under the policy, handle claims or you may not be able to benefit from some of our services.

Information about Criminal Convictions

We envisage that we may hold information about criminal convictions you may have but we will only collect such information if it is necessary given the nature of the product you wish to purchase from us and where we are legally able to do so e.g. to assess and provide you with a quote for various insurance products and as part of our fraud prevention checks.

Less commonly, we may use information relating to criminal convictions where it is necessary in relation to legal claims, where it is necessary to protect your interests (or someone else's interests) and you are not capable of giving your consent, or where you have already made the information public.

Automated decision making, fraud prevention and credit referencing

Automated decision-making takes place when an electronic system uses personal information to make a decision without human intervention. We are allowed to use automated decision-making in the following circumstances:

1. Where we have notified you of the decision and given you 21 days to request a reconsideration.

2. Where it is necessary for entering into or to perform the contract with you and appropriate measures are in place to safeguard your rights.

3. In limited circumstances, with your explicit written consent and where appropriate measures are in place to safeguard your rights and freedoms and legitimate interests.

If we make an automated decision on the basis of any particularly sensitive personal information, we must have either your explicit written consent or it must be justified in the public interest and we must also put in place appropriate measures to safeguard your rights and freedoms and legitimate interests.

As part of the processing of your personal data, decisions may be made by automated means by putting your information into a system and the decision is calculated using automatic processes. We may make automated decisions about you in the following situations:

Where you pose a fraud or money laundering risk e.g if:

  • our processing reveals your behaviour to be consistent with that of known fraudsters or money launderers or is inconsistent with your previous submissions; or
  • you appear to have deliberately hidden your true identity and/or you have provided false or inaccurate information

When deciding your premium for insurance products and assessing applications e.g.:

  • depending on the type of insurance product you apply for our processing of your personal and/or sensitive information may be used to assess the price and determine whether there are any exclusions that need to be applied to the policy

The results of these checks may affect the type of products and services we can offer you. You have rights in relation to automated decision making: if you want to know more please contact our Data Protection Officer, details of which can be found at the end of this privacy notice.  If we are unable to undertake the checks outlined above, it may not be possible for us to offer certain services or products to you.

When we and fraud prevention agencies process your personal data, we do so on the basis that we have a legitimate interest in preventing fraud and money laundering and to verify your identity in order to protect our business and to comply with laws that apply to us. Such processing is also a contractual requirement of the services or financing you have requested.

If we, or a fraud prevention agency, determine that you pose a fraud or money laundering risk, we may refuse to provide the products, services and/or financing you have requested or we may stop providing existing services to you.

We, and fraud prevention agencies may also enable law enforcement agencies to access and use your personal data to detect, investigate and prevent crime.

Fraud prevention agencies can hold your personal data for different periods of time, and if you are considered to pose a fraud or money laundering risk, your data can be held for up to six years and may result in others refusing to provide products, services, financing or employment to you.

A record of any fraud or money laundering risk will be retained by the fraud prevention agencies, and may result in others refusing to provide services, financing or employment to you. If you have any questions about this, please contact us on the details above.

Where you are applying for credit, we may also use credit scoring. This means existing and historic data about you may be used to determine your ability to make future payments. This allows us to make responsible lending decisions. The identities of the Credit Reference Agencies, and the ways in which they use and share personal information, are explained in more detail at

Data Sharing

We will share your data with third parties, including third-party service providers and other entities in the Wesleyan Group of Companies. We require third parties to respect the security of your data and to treat it in accordance with the law. If you are a joint applicant or you have a joint product or policy, we may disclose your information where necessary to other joint applicants.

Why might you share my personal information with third parties?
We may share your personal information with third parties where required by law, where it is necessary to administer the contracts we, or a third party may, have with you, where we have another legitimate interest in doing so or where you have asked us to pass your data to a third party e.g. lawyers, other mortgage providers etc. We also share personal data for crime and fraud prevention, credit reference and the apprehension and prosecution of offenders.

Which third-party service providers process my personal information?
We may transfer or disclose your personal data to the following categories of recipients:

  • other members of the Wesleyan Group of Companies as part of our regular reporting activities on company performance, in the context of a business reorganisation or group restructuring exercise, for system maintenance support and hosting of data or to help us identify products and services which may be of interest to you
  • third-party service providers (including IT suppliers, auditors, marketing agencies, market researchers, document management providers and underwriting services)

What about other third parties?

We may share your personal information with other third parties who may process your personal data and will have their own obligation to comply with Data Protection laws, such as:

  • other thirds parties who are associated with the supply of products and services in relation to the contract we hold with you e.g. third party providers/lenders who form part of our panel(s). If you would like further information on these third parties, please contact your appointed Financial Consultant or a member of the Customer Relationship Centre
  • our regulators (Financial Conduct Authority (FCA), Prudential Regulatory Authority (PRA), Information Commissioners Office (ICO)) and the Financial Ombudsman Service (FOS)
  • government agencies/ law enforcement
  • fraud prevention agencies
  • credit reference agencies
  • third parties as part of any possible sale or restructuring of our Group of Companies
  • Motor Insurance Information Centre (MIIC)

If you hold a motor insurance policy your details will be added to the Motor Insurance Database (MID), run by the Motor Insurers Information Centre (MIIC). MID data may be used by the DVLA and DVLNI for the purpose of Electronic Vehicle Licensing and by the Police for the purposes of establishing whether a driver's use of the vehicle is likely to be covered by a motor insurance policy and/or for preventing and detecting crime.

If you are involved in an accident (in the UK or abroad) other UK insurers, the Motor Insurer's Bureau and MIIC may search the MID to ascertain relevant policy information. Persons with a valid claim in respect of a road traffic accident (including citizens of other countries) may also obtain relevant information which is held on the MID.

You can find out more about this from your insurer or at

You should show this statement regarding MIIC to anyone insured to drive the vehicle covered under the policy.

A credit reference check will add to your record details of our searches and your application. This record (but not our name) will be seen by other organisations when you apply for credit in the future. A large number of applications within a short period of time could affect your ability to obtain credit.

Transferring Information Outside the EU
Occasionally there may be circumstances where we are required to transfer your personal information to counties outside the European Economic Area (EEA). 

To ensure that your personal information does receive an adequate level of protection we have put in place model clauses to ensure that your personal information is treated by those third parties in a way that is consistent with and which respects the EU and UK laws on data protection. 

If you require further information about this protective measure you can request it from our Data Protection Officer.

Data Security

We have put in place appropriate security measures to prevent your personal information from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal information to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal information on our instructions and they are subject to a duty of confidentiality.
We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so. For more information about how we protect your information, please visit our security page.

Data Retention

How long will you use my information for?

We will only retain your personal information for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.

We typically keep claims records for up to 12 years from the end of our relationship with you.  In some circumstances we may be required to retain for longer periods such as, if there is legal action, a dispute or a requirement of a particular product, such as, a pension product or long term insurance product.
In some circumstances we may anonymise your personal information so that it can no longer be associated with you, in which case we may use such information without further notice to you.

Your Rights and Duties

Your duty to inform us of changes

It is important that the personal information we hold about you is accurate and current. Please keep us informed if your personal information changes during your relationship with us. You can do this by using our contact us facilities which can be found at

If you wish to update your marketing preferences at any time, you can do so by following this link or contacting us at or via general enquiries on 0800 975 2087.
Your rights in connection with Personal Information

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

  • Request access to your personal information (commonly known as a "data subject access request"). This enables you to receive a copy of the personal information we hold about you and to check that we are lawfully processing it.
  • Request correction of the personal information that we hold about you. This enables you to have any incomplete or inaccurate information we hold about you corrected.
  • Request erasure of your personal information. This enables you to ask us to delete or remove personal information where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal information where you have exercised your right to object to processing (see below).
  • Object to processing of your personal information where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground. You also have the right to object where we are processing your personal information for direct marketing purposes.
  • Request the restriction of processing of your personal information. This enables you to ask us to suspend the processing of personal information about you, for example if you want us to establish its accuracy or the reason for processing it.
  • Request the transfer of your personal information to another party.

If you want to review, verify, correct or request erasure of your personal information, object to the processing of your personal data, or request that we transfer a copy of your personal information to another party, please contact our data protection officer using the details below.

No fee usually required
You will not have to pay a fee to access your personal information (or to exercise any of the other rights). However, we may charge a reasonable fee if your request for access is clearly unfounded or excessive. Alternatively, we may refuse to comply with the request in such circumstances.
What we may need from you
We may need to request specific information from you to help us confirm your identity and ensure your right to access the information (or to exercise any of your other rights). This is another appropriate security measure to ensure that personal information is not disclosed to any person who has no right to receive it.

Right to Withdraw Consent

In the limited circumstances where you may have provided your consent to the collection, processing and transfer of your personal information for a specific purpose, you have the right to withdraw your consent for that specific processing at any time.

To withdraw your consent, please contact our Data Protection Officer. Once we have received notification that you have withdrawn your consent, we will no longer process your information for the purpose or purposes you originally agreed to, unless we have another legitimate basis for doing so in law.

Data Protection Officer

We have appointed a data protection officer (DPO) to oversee compliance with this privacy notice. If you have any questions about this privacy notice or how we handle your personal information, please contact our DPO. While we hope you can discuss issues with the DPO, you also have the right to make a complaint at any time to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues.

Changes to this Privacy Notice

We reserve the right to update this privacy notice at any time, and we will provide you with a new privacy notice when we make any substantial updates. We may also notify you in other ways from time to time about the processing of your personal information.
If you have any questions about this privacy notice, please contact Data Protection Officer on 0121 200 3003 or by email to

This website (the "Site") is operated by Wesleyan Assurance Society and the Wesleyan Group of Companies ("we", "us", or "our"). By using and visiting our Site and using our services you agree to this privacy policy. We respect the privacy of visitors to our Site and those who use our services. We recognise that when you choose to provide us with information about yourself, you trust us to act in a responsible manner. That's why we have put a policy in place to protect your personal information. Please read on for more details about our privacy practices.

Telephone calls with us may be recorded for training and monitoring purposes.

Use of cookies

We may use information obtained about you from cookies (files which are sent to us by your computer or other access device) which we can access when you visit our Site in future. We do this to allow us to identify users and personalise the Site wherever possible.  The cookies store small pieces of information about our visitors, such as names and email addresses. This means that on future visits to our Site, we can identify past visitors and welcome them back.

If you want to delete any cookies that are already on your computer, please refer to the instructions for your file management software to locate the file or directory that stores cookies.  

If you want to stop cookies being stored on your computer in future, please refer to your browser manufacturer�s instructions by clicking �Help� in your browser menu. Further information on deleting or controlling cookies is available at Please note that by deleting our cookies or disabling future cookies you may not be able to access certain areas or features of our Site.

When you visit our Site, we may also log your IP address, a unique identifier for your computer or other access device.

We may also include web beacons (also known as clear GIFs or web bugs) in our emails to track the success of our marketing campaigns. Our web beacons do not store additional information on your computer but, by communicating with our cookies on your computer, they can tell us when you have opened our email. If you object to web beacons, we recommend you follow the instructions for deleting existing cookies and disabling future cookies above.

On this website we use Google Analytics to measure and analyse information regarding visits to our Site. We use the services of these products in order to increase the efficiency of our Site.

To that effect, we use your IP address to collect, internet traffic data and data regarding your browser type and computer. We use the services of Google in order to increase the efficiency of our websites.

Google Analytics Opt Out

Google has provided website visitors the ability to opt-out of the Google Analytics Advertising Features we use, including Ad Settings, Ad Settings for mobile apps or any other available means.

If you want to opt out, download and install the add-on for your web browser. The Google Analytics opt-out add-on is designed to be compatible with Chrome, Internet Explorer 11, Safari, Firefox and Opera. In order to function, the opt-out add-on must be able to load and execute properly on your browser. For Internet Explorer, 3rd-party cookies must be enabled. Visit Google Opt-out for more information. 

We use Hotjar in order to better understand our users' needs and optimise our online services.

Hotjar is a technology service that helps us to analyse user experience, and this enables us to build and maintain our online services with user feedback. It uses cookies and other technologies to collect data on our users' behaviour and their devices - in particular, a device's IP address captured and stored only in anonymised form, device screen size, device type, browser information, country location, and preferred language used to display our websites.

This information is stored in a pseudonymised user profile. Neither Hotjar nor Wesleyan will ever use this information to identify individual users or to match it with further data on an individual user. For further details, please see Hotjar's privacy policy by clicking on this link. Alternatively, you can opt-out of Hotjar tracking by clicking on this link.

Social Media Tracking Pixels

This site makes use of a technology called Facebook Conversion Tracking - allowing us to track visitors who have been referred through a Facebook page, application or advertisement via a pixel. We use this information to make future advertising relevant to your interests.

The information we share with Facebook will only be used in accordance with Face book's data usage policy. Read more about the policy, and how to opt-out if you wish, here:

Information shared with Wesleyan via Facebook will be used in accordance with the Society's Privacy Policy and will not be shared with third parties.

Similarly, information shared with Wesleyan via Facebook Lead Adverts will be used in accordance with the Society's Privacy Policy. Information shared via Facebook Lead Adverts will only be used to provide relevant information in relation the particular advert / service advertised.

Wesleyan Careers

You may access most sections of the careers area without registering your details with us, but certain sections require you to register.

In the event of a job application being unsuccessful your details will be retained for 12 months. In certain circumstances where applications have been refused, such as conviction of financial fraud, we may retain application information for up to six years.

  • We will update our records when you inform us that your details have changed
  • Candidates who choose to apply may access their profile, correct and update their details, or withdraw their details at any time. We will continue to review and assess the quality of our information. We will implement and adhere to information retention policies relating to your information and will ensure that your information is securely disposed of at the end of the appropriate retention period

Some sections of the Careers area are hosted by Networx Recruitment. Networx Recuitment is a third-party company with their own privacy and cookie policies which can be accessed on their own website -

If you have any questions or concerns regarding your privacy while using the careers area of the website, please contact us at

Other Information

You should note that if our business (or any part of it) is sold or transferred at any time, the information we hold may form part of the assets transferred although your personal information will still only be used in accordance with this policy.

We reserve the right, at our discretion, to change, modify, add, or remove portions from this policy at any time so you are encouraged to review this policy from time to time.  We will, of course, notify you of any changes where we are required to do so.

You are entitled to ask for a copy of the information we hold about you (for which we may charge a small fee) and to have any inaccuracies in your information corrected.


You shall be responsible for maintaining the confidentiality of your username and password. All uses of this username and password, whether authorised or not, are the responsibility of the user. Please do not ever disclose your password. You agree to immediately notify Wesleyan of any unauthorised use of your username or password. Wesleyan will not accept any liability for loss, damage or distress caused as a result of misuse of your username and password whether authorised or not.

Privacy notice for customers of the Wesleyan Group of Companies

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'WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority.  Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd.

Click for more information about the Wesleyan group of companies.

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