Privacy and Cookie Policy
This policy (version 3.0.1) was updated on 15/06/2026.
Privacy Policy
1. Introduction
Dynamic Planner Ltd ("we", "our", "us") is committed to protecting personal data and complying with the UK General Data Protection Regulation ("UK GDPR") and the Data Protection Act 2018 ("DPA 2018").
This Privacy Policy explains how we process personal data:
- as a Data Controller (where we decide how and why personal data is processed), and
- as a Data Processor (where we process personal data on behalf of our customers).
2. Data Protection Officer
We have an appointed Data Protection Officer (DPO):
FAO Data Protection Officer
Dynamic Planner Limited
C/O Moorcrofts LLP Thames House,
Mere Park, Dedmere Road,
Marlow,
Buckinghamshire,
SL7 1PB
Email: DPO@dynamicplanner.com
Section A – When We Act as a Data Controller
3. When we act as a Data Controller
We act as a Data Controller when we process personal data for our own purposes, including:
- managing customer accounts
- billing and payments
- marketing communications
- operating and improving our website and services
- managing business relationships
4. The data we collect
We may collect:
- Identity data (name, title)
- Contact data (email, phone)
- Financial and transaction data
- Technical and usage data
- Profile and marketing preferences
5. How we use your data and lawful basis
| Purpose | Type of data | Lawful basis for processing |
|---|---|---|
| Provide information / respond to enquiries | Identity Contact |
Consent |
| Manage accounts and contracts | Identity Contact Financial Transaction |
Contract |
| Marketing | Identity Contact |
Consent / Legitimate Interests |
| Improve services and analytics | Technical Usage |
Legitimate Interests |
| Legal and regulatory compliance | All relevant | Legal obligation |
We may rely on legitimate interests to operate and improve our services, ensuring these do not override your rights.
6. Marketing
You can opt out at any time via unsubscribe links or by contacting us. We will not share your data with third parties for their own marketing without your consent.
7. Data retention
We retain personal data only as long as necessary, for example:
- Customer records: typically up to 6 years
- Marketing data: until you opt out
8. Your rights
You have the right to:
- Access your data
- Correct inaccurate data
- Request deletion of your data
- Restrict or object to processing
- Request portability of your data
- Withdraw consent at any time
If you wish to exercise any of these rights, please contact our Data Protection Officer as detailed above.
Section B – When We Act as a Data Processor
9. When we act as a Data Processor
We provide SaaS services to customers. In this context:
- we process personal data only on customer instructions
- the customer determines the purpose and legal basis
- we do not use this data for our own purposes
We process personal data provided by our customers, which may include identity, contact, financial, and usage data. We do not actively collect personal data directly from data subjects in this context.
10. Data retention (Processor)
We determine retention periods based on legal requirements, the nature of the data, and business needs.
11. Sub-processors and third parties
We may use trusted third parties to deliver our services (e.g. hosting, infrastructure, support). We ensure:
- contractual controls are in place
- they only process data on our instructions
- appropriate security measures are applied
12. International transfers
Where data is transferred outside the UK or EEA, we rely on the UK-US Data Privacy Framework, or the UK International Data Transfer Agreement (IDTA) as appropriate safeguards.
Section C – General Information
13. Data security
We implement appropriate technical and organisational measures to protect data, including:
- access controls
- encryption
- monitoring and testing
14. Data sharing
We may share data:
- with service providers (as processors or sub-processors)
- where required by law or regulators
We do not sell personal data.
15. Complaints
You have the right to raise a complaint with us if you are unhappy with how we have handled your personal data. You can submit a complaint by contacting DPO@dynamicplanner.com.
We will:
- acknowledge receipt of your complaint within 30 days; and
- investigate and respond to your complaint without undue delay.
We will keep you informed of the progress of your complaint and notify you of the outcome once our review is complete.
If you are not satisfied with our response, you have the right to lodge a complaint with the UK's data protection regulator, the Information Commissioner's Office (ICO): https://www.ico.org.uk.
16. Updates to this policy
We may update this policy periodically. The latest version will always be available on our website.
17. Contact us
If you can't find what you're looking for or have a concern about our use of your personal data, please contact us via email at DPO@dynamicplanner.com.