Last updated: 8 September 2026
Who we are
Optima Employee Benefit Consultants Limited ("Optima", "we", "us" or "our") is the controller of personal information collected through this website.
We are registered in Scotland under company number SC185393. Our registered address is 28 Rutland Square, Edinburgh, Scotland, EH1 2BW. We are authorised and regulated by the Financial Conduct Authority under firm reference number 631664.
Information we collect
We may collect information that you provide when you contact us, including your name, email address, telephone number, organisation and the content of your message.
Our web server may also record limited technical information, such as your IP address, browser type, device type, requested pages and the date and time of your visit. This information is used to operate, secure and diagnose the website.
How we use your information
We use personal information to:
- respond to enquiries and provide requested information;
- take steps at your request before entering into a contract;
- operate, maintain and protect our website and services;
- meet legal, regulatory and professional obligations; and
- establish, exercise or defend legal claims.
Our lawful bases under UK data protection law may include consent, performance of a contract, compliance with a legal obligation and our legitimate interests in operating and protecting our business and responding to enquiries.
Cookies and local storage
This website uses essential browser storage to remember your cookie preference and to support core website functions. Essential storage cannot be switched off because the site cannot reliably remember your choice without it.
Optional analytics storage will only be used if you select "Accept all" or enable analytics in Cookie preferences. You can reject optional storage or change your choice at any time using the Cookie preferences link in the footer.
Sharing your information
We may share personal information with trusted suppliers that host, maintain or support our website and systems, and with professional advisers, regulators, law enforcement bodies or other parties where disclosure is required by law. Suppliers may only process information on our instructions and must protect it appropriately.
We do not sell personal information.
International transfers
If a supplier processes personal information outside the United Kingdom, we will use an approved safeguard where required, such as UK adequacy regulations or contractual protections approved under UK data protection law.
How long we keep information
We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including to meet legal, regulatory, accounting and reporting requirements. The appropriate period depends on the nature of the information and our relationship with you.
Your rights
Depending on the circumstances, you may have the right to request access to, correction of or deletion of your personal information. You may also have the right to restrict or object to processing, request transfer of your information, and withdraw consent where processing relies on consent.
To exercise a right, contact us using the details below. We may need to verify your identity before responding.
Complaints
Please contact us first if you have a concern so that we can try to resolve it. You also have the right to complain to the Information Commissioner's Office (ICO), the UK data protection regulator. Visit ico.org.uk/make-a-complaint for more information.
Changes to this policy
We may update this policy when our services, legal obligations or use of personal information changes. The latest version will always be published on this page with its revision date.
Contact us
For privacy questions or requests, email info@optima-eb.co.uk or write to Optima Employee Benefit Consultants Limited, 28 Rutland Square, Edinburgh, EH1 2BW.