Recruitment Privacy Notice

Last updated: [1st October 2026]

Table of contents

1. Introduction
2. Information We Collect
3. Speculative Applications and Talent Pools
4. How We Use Your Data
5. Legal Basis for Processing
6. Data Sharing and Disclosure
7. Data Retention
8. Your data protection rights
9. Issues and Complaints
10. Updates to this Notice
11. Data Protection Officer
12. How to Contact Us

We recommend that you read this Privacy Notice in full to ensure you are fully informed about your personal data.

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1.0 Introduction

The Perspective Group of companies consists of Perspective Financial Group Limited as well as the local offices listed on our site (https://www.pfgl.co.uk/our-locations/). When we mention ‘Perspective”, “we”, “us”, “our”, we are referring to one or all entities of the Perspective Group.

The Data Controller of your data (the party responsible for the use and protection of your data) is Perspective Financial Group Limited (PFGL). If you have applied for a position via a third-party organisation such as a recruitment agency or social media platform, that organisation will also be a Data Controller in relation to your personal data.  Other examples of Data Controllers will include credit reference agencies (such as Experian), regulatory bodies (such as the Financial Conduct Authority), and previous employers. You should refer to these organisation’s Privacy Notices for any queries in relation to how they process your personal data.

This recruitment privacy notice (“Notice”) sets out the types of personal data that Perspective collects about you, the purposes for which personal data is collected, the basis on which we process personal data and how Perspective handles your personal data. It is intended to comply with our obligations to provide you with information about Perspective’s processing of your personal data under applicable privacy laws.

This Notice does not form part of any contract of employment and does not confer any contractual right on you or place any contractual obligation on us. We may update or otherwise amend this Notice at any time.

If you have any questions or concerns about the use of your personal data, including if you are aware of an unauthorised disclosure of data, then please contact us by emailing DPO@pfgl.co.uk.

2.0 Information We Collect

During the recruitment process, we collect, store, and process the following personal data:

• Contact details: Name, address, telephone number, and personal email address.
• Professional credentials: CV, cover letter, work history, and educational qualifications.
• Compliance data: Information required for “Fit and Proper” assessments (where applicable), validating professional memberships, regulatory references, Adverse Media Checks and disciplinary history.
• Identification: Confirmation that you are able to provide evidence of right-to-work documentation (we won’t ask you to provide copies of these until after an offer of employment is made)
• Assessment data: Notes from interviews and results of any technical tests or personality profiling.

3.0 Speculative Applications and Talent Pools

In addition to specific job vacancies, we often receive unsolicited or speculative applications. We also maintain a “Talent Pool” to stay in touch with candidates for prospective future opportunities.

• Speculative CVs: If you send us your CV outside of a specific job opening, we will process your data to evaluate whether your skills align with our firm’s general requirements.
• Talent Pool Inclusion: If you are not successful for a specific role but we believe your profile is a strong fit for our firm, we may ask for your explicit consent to keep your details in our Talent Pool.
• Retention in Talent Pool: For candidates in our Talent Pool, we will retain your CV and contact details for 12 to 24 months. This allows us to reach out to you directly when a relevant vacancy arises.
• Withdrawing Consent: You can opt out of our Talent Pool at any time. If you wish to be removed, simply contact our Data Protection Officer via the details at the bottom of this notice, and we will delete your record within 30 days.

4.0 How We Use Your Data

We process your information for the following purposes:

• Assessing your skills, qualifications, and suitability for a specific role.
• Carrying out background and reference checks, where applicable.
• Communicating with you about the recruitment process.
• Complying with legal or regulatory requirements (e.g., FCA regulations).

5.0 Legal Basis for Processing

We process your data under the following legal bases:

1. Contractual necessity: To take steps at your request prior to entering into an employment or contractor agreement.
2. Legal obligation: To ensure we comply with employment law and financial services regulations.
3. Legitimate interests: To manage a robust recruitment process and ensure we hire the most suitable candidates for our clients.

6.0 Data Sharing and Disclosure

Your information will be shared internally for the purposes of the recruitment exercise. We may also share your data with third parties, such as:

• Background check providers: For verifying credentials, conducting criminal record checks and Adverse Media Checks.
• Regulatory bodies: If required by law or the Financial Conduct Authority.
• Recruitment software providers: Who host our applicant tracking systems.

7.0 Data Retention

• Successful Candidates: Your information will be transferred to your personnel file and retained in accordance with our Employee Privacy Notice.
• Unsuccessful Candidates: We will retain your personal data for six months after the recruitment process has concluded, unless we inform you otherwise (for example, if you give us consent to keep your information as part of a talent pool). This allows us to handle any legal claims or consider you for future vacancies. If you wish for your data to be deleted sooner, please contact us.

8.0 Your data protection rights

Individuals located in the UK have the following data protection rights. To exercise any of them see specific instructions below or contact us using the contact details provided under the “How to contact us” heading below.

(a) You may access, correct, update or request deletion of your personal data.

(b) You can object to processing of your personal data, ask us to restrict processing of your personal data or request portability of your personal data (i.e. your data to be transferred in a readable and standardised format).

(c) You have the right to opt out of marketing communications we send you at any time. You can exercise this right by clicking on the “unsubscribe” or “opt-out” link in the marketing e-mails we send you. To opt-out of other forms of marketing (such as postal marketing or telemarketing), please contact us using the contact details provided under the “How to contact us” heading below. If you choose to opt out of marketing communications, we may still contact you with relevant important regarding your account with us or our ongoing business relations.

(d) If we have collected and processed your personal data based on your consent, then you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal data conducted in reliance on lawful processing grounds other than consent.

(e) You have the right to make a data protection complaint to the data controller (Perspective) if you feel there is an infringement of UK GDPR or DPA 2018. We will acknowledge receipt of your complaint within 30 days and respond without undue delay.

If following our response to your data protection complaint you remain dissatisfied, you retain the right to contact the Information Commissioner’s Office (ICO). For more information. see the ICO’s website https://ico.org.uk/make-a-complaint/data-protection-complaints/data-protection-complaints/.

We respond to all requests we receive from individuals wishing to exercise their data protection rights in accordance with applicable data protection laws.

9.0 Issues and Complaints

We try to meet the highest standards when collecting and using personal data. For this reason, we take complaints very seriously.

We encourage people to bring any data protection concerns to our attention if they think that our collection or use of information is unfair, misleading or inappropriate. We welcome any suggestions for improving our procedures.

If you have a concern about the way we are processing your personal data, you should raise your concern with us in the first instance via DPO@pfgl.co.uk. If you remain unhappy, you retain the right to complain directly to the Information Commissioner’s Office at https://ico.org.uk/concerns.

10.0 Updates to this Notice

We may change or update this Privacy Notice in order to maintain our compliance with applicable law and regulation or following an update to our internal practices. When we update our Privacy Notice, we will take appropriate measures to inform you, consistent with the significance of the changes we make. You can see when this Privacy Notice was last updated by checking the “last updated” date displayed at the top of this Privacy Notice.

11.0 Data Protection Officer

If you would like to find out more about how we use your personal data, or if you want to see a copy of the information which we hold about you, please contact the Group Data Protection Officer via email at DPO@pfgl.co.uk.

12.0 How to Contact Us

If you would like to contact us in relation to this Privacy Notice or if you have any other questions in respect of our processing of your personal data, please contact our Data Protection Officer using the following details: by email at dpo@pfgl.co.uk, by telephone on 0161 244 9759 or by post using the address at the front of this document. Alternatively, a list of our local offices including their contact details is available on our site at https://www.pfgl.co.uk/our-locations. You can also request a copy of this list using the contact details in this section.