Privacy Notice
How The Clarity Foundry handles your personal information.
This privacy notice explains what information we collect, why we use it, who we may share it with, and the rights you have.
Who we are
The Clarity Foundry is a trading name of Lantern Foundry Ltd.
For privacy questions, contact us at hello@theclarityfoundry.co.uk.
Last updated: 29 June 2026
What this notice covers
This notice applies when you visit our website, contact us, book a call, use The Clarity Review, send documents, or otherwise interact with The Clarity Foundry.
Information we collect
The information depends on how you use the service.
Contact and booking details
Your name, email address, phone number, booking information, messages and notes you provide before or after a call.
Service information
Information you choose to provide about pensions, retirement planning, financial objectives, documents, statements and questions you want help understanding.
Website and technical data
Basic technical information such as device, browser, pages visited, form submissions and security logs. We may add analytics or chat tools later.
How we use information
We use your information to run the service and communicate with you.
- To respond to enquiries and booking requests
- To assess whether The Clarity Review appears suitable
- To deliver The Clarity Review and related services
- To send confirmations, reminders, payment information and next steps
- To keep appropriate business, accounting and compliance records
- To protect the security and operation of the website and service
Our lawful bases
Depending on the situation, we may use your information because it is necessary to take steps before entering into a contract, to perform a contract with you, to comply with legal obligations, or because we have a legitimate interest in running and protecting the business.
Where we rely on consent, you can withdraw that consent at any time.
Who we share information with
We only share information where needed to operate the service. This may include trusted service providers such as website hosting, email, booking, payment, calendar, document storage, automation tools, professional advisers, accountants, insurers, regulators or authorities where required.
Examples may include Cloudflare, Cal.com, Zoho, Google Calendar, Stripe, secure file storage and automation providers, depending on the final setup used.
International providers
Some technology providers may process information outside the UK. Where this happens, we aim to use reputable providers and rely on appropriate safeguards such as contractual protections or recognised transfer mechanisms where required.
Documents and retention
Please only send documents when requested.
Do not send pension statements, identity documents or other sensitive material until we have explained the upload process and confirmed what is needed.
We keep personal information only for as long as reasonably needed for the purpose it was collected, including service delivery, business administration, accounting, legal, insurance and record-keeping purposes.
Indicative retention periods
- General enquiries: usually up to 12 months
- Client service records: usually up to 6 years after the service ends
- Accounting/payment records: as required by tax and accounting rules
- Marketing preferences: until you unsubscribe or ask us to remove them
These periods may be adjusted where required by law, dispute, insurance or business need.
Your rights
You may have rights to access, correct, erase, restrict or object to use of your personal information, to data portability, and to complain to the Information Commissioner's Office.
To exercise your rights, email hello@theclarityfoundry.co.uk.
Cookies and third-party tools
The site is currently designed to be lightweight. If we add analytics, chat, booking embeds, payment tools or marketing pixels, they may use cookies or similar technologies. We will update this notice and cookie controls as needed.