Financial Services Training Partners LLP Privacy Notice

This privacy notice is published on 25/4/2018.

Amended 03/02/2022.

Who are we?

Financial Services Training Partners (FSTP) provides apprenticeship trainingOur registered office address is:

Acorn House
393 Midsummer Boulevard
Milton Keynes

Our Registered No: OC372081.

Philippa Grocott is the Data Controller and can be contacted by emailing:

Aged 18 or under

We are concerned with protecting the privacy of children and young adults aged 18 or under.

If you are aged 18 or under‚ please obtain your parent/guardian’s permission before providing your personal information.

Who is this privacy Notice for?

This Privacy Notice is primarily for:

It sets out how your personal data will be used, shared and stored.

What personal data do we collect and process?



All potential and actual customers:

When do we collect your personal data?

We may also collect personal data if it is considered to be of legitimate interest, and if this interest is not overridden by your privacy interests.

Before data is collected, we make sure an assessment is made, ensuring that there is an established mutual interest between you and FSTP.

Why do we collect personal data?

We collect and use personal data:

We also collect data about suppliers, partners and persons seeking employment with our company.

How do we collect personal data?

We collect your data when you:

What we use your personal data for?

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

When will we share your personal data with third parties?

The information shared with us will be held and may be passed to:

We have identified all the ways we may use your personal data, and which of the legal bases we rely on to do so.

We have also identified what our legitimate interests are, where appropriate.

Note: we may process your personal data on more than one lawful ground, depending on the specific purpose for which we are using your data.

Please contact us if you need details about the specific legal grounds we are relying on to process your personal data, where more than one ground has been set out in the table below.

Purpose/ActivityType of dataLawful basis for processing, including basis of legitimate interest
To register you as a new customer or apprentice.(a) Identity

(b) Contact
(a) Performance of a contract with you.
To process and deliver any requested services to you including:   (a) To deliver the training contract.   (b) To maintain educational standards.   (c) To facilitate the awarding of qualifications.   (d) To facilitate exams and End Point Assessments.   (e) To ensure we are properly using apprenticeship funds and meeting our contractual obligations.   (f) To monitor our compliance with the ESFA funding conditions.
(g) To manage payments, fees and charges.

(h) To collect and recover money owed to us.
(a) Apprenticeship eligibility   (b) Employment   (c) Identity   (d) Contact   (e) Health

(f) Educational history   (g) Social   (h) Economic   (i) Equal opportunities

(j) Financial

(k) Transaction

(l) Marketing and Communications
(a) Performance of a contract with you.   (b) Necessary to comply with legal obligation.   (c) Meeting commitments under the Equality Act 2010.

(d) Necessary for our legitimate interests.   (e) To recover debts due to us.
To manage our relationship with you, which will include:

(a) Notifying you about changes to our terms or privacy policy.

(b) Asking you to leave a review or take a survey.
(a) Identity

(b) Contact

(c) Profile

(d) Marketing and Communications
(a) Performance of a contract with you.

(b) Necessary to comply with a legal obligation.

(c) Necessary for our legitimate interests (to keep our records updated and to study how customers use our products/services).
To administer and protect our business and this website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data).(a) Identity

(b) Contact

(c) Technical
(a) Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group restructuring exercise).

(b) Necessary to comply with a legal obligation.
To deliver relevant website content and advertisements to you and measure or understand the effectiveness of the advertising we serve to you.(a) Identity

(b) Contact

(c) Profile

(d) Usage

(e) Marketing and Communications

(f) Technical
Necessary for our legitimate interests (to study how customers use our products/services, to develop them, to grow our business and to inform our marketing strategy).
To use data analytics to improve our website, products/services, marketing, customer relationships and experiences.(a) Technical

(b) Usage
Necessary for our legitimate interests (to define types of customers for our products and services, to keep our website updated and relevant, to develop our business and to inform our marketing strategy).
To make suggestions and recommendations to you about goods or services that may be of interest to you.(a) Identity

(b) Contact

(c) Technical

(d) Usage

(e) Profile

(f) Marketing and Communications
Necessary for our legitimate interests (to develop our products/services and grow our business).

Generally, we do not rely on consent as a legal basis for processing your personal data, although we will get your consent before sending third party direct marketing communications to you via email or text message.

You have the right to withdraw consent to marketing at any time by contacting us.


We strive to provide you with choices regarding certain personal data uses, particularly around marketing and advertising.

Promotional offers from us

We may use your identity, contact, technical, usage and profile data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which products, services and offers may be relevant for you (we call this marketing).

You will receive marketing communications from us if you have requested information from us or purchased services from us and you have not opted out of receiving this marketing.

Third party marketing

We will get your express opt-in consent before we share your personal data with any third party, for marketing purposes.

Opting out

You can ask us, or third parties, to stop sending you marketing messages at any time by following the opt-out links on any marketing message sent to you, or by contacting us at any time.

What type of personal data is collected?

We collect the following information name, phone number, title and email address, in addition to your job title, company’s name and contact information. For apprentices we are legally obliged to collect additional personal data (as identified above).

When a service is purchased, we will collect payment details from either the company or the individual.

We may also collect feedback, comments and questions received from you in service-related communication and activities, such as meetings, phone calls, documents, and emails.

From our website we may collect IP-address and actions taken on the site.

If you upload photos or videos, add posts or comments, etc. on our website, the information can be read by anyone with access to the site and used for purposes over which we or you have no control. Therefore, FSTP is not responsible for any information you submit to the website in the public domain.

If you apply for a job at FSTP, we will collect the data you provide during the application process.

FSTP collects and processes special categories of personal data (this includes details about your race or ethnicity and information about your health) for apprentices. We also collect information about criminal convictions and offences (as part of our Safer Recruitment Process).

How will your data be stored?

Your data will be stored electronically.

We will only make your data available to those who have a right to see it. Examples of our data security measures are:

How long do we keep your personal data?

In line with ESFA, Awarding Body, Awarding Organisation and End Point Assessment requirements, we must retain all data pertaining to an apprentice, their apprenticeship training, their achievements and their employers for 7 years.

We store personal data for as long as we find it necessary to fulfill the purpose for which the personal data was collected, while also considering our need to answer your queries or resolve possible problems, to comply with legal requirements under applicable laws, to attend to any legal claims/complaints, and for safeguarding purposes. This means that we may retain your personal data for a reasonable period of time after your last interaction with us.

When the personal data that we have collected is no longer required, we will delete it in a secure manner.

We may process data for statistical purposes, but in such cases, data will be anonymised.

International transfers of data

We do not normally share your data outside of the UK. However, should we engage any external third parties (as set out below) in the future, that are based outside of the UK, their processing of your personal data will involve a transfer of data outside the UK.

Whenever we transfer your personal data outside of the UK, we ensure a similar degree of protection is afforded to it by ensuring at least one of the following safeguards is implemented:

Data security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you, and any applicable regulator, of a breach where we are legally required to do so.

Your rights to your personal data

You have the following rights with respect to your personal data:

Any query about your Privacy Rights should be sent to

The use of cookies and beacons

We use cookies and web beacons (‘Website Navigational Information’) to collect information as you navigate the company’s website. Website Navigational Information includes standard information from your web browser such as, browser type and browser language, your Internet Protocol (“IP”) address, and the actions you take on the company’s websites, such as the web pages viewed and the links clicked.

This information is used to make websites work more efficiently, as well as to provide business and marketing information to the owners of the site, and to gather such personal data as browser type and operating system, referring page, path through site, domain of ISP, etc. for the purposes of understanding how visitors use a website. Cookies and similar technologies help us tailor our website to your personal needs, as well as to detect and prevent security threats and abuse. If used alone, cookies and web beacons do not personally identify you.

When you first access our site, you will be asked to set your preferences using the cookie preference centre. You can use the preference centre to amend and update your preferences at any time.

For further information visit or You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.

Name:Philippa Grocott
Job title:Head of Regulated Sales and Apprenticeships 
Date approved:23/03/22