Crescent Research is committed to protecting your privacy and ensuring the security of your personal data. This Privacy Policy outlines how we collect, use, and safeguard information in compliance with data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
1. Information We Collect
We may collect the following types of personal information:
- Contact Details: Name, date of birth, date of death, email address, telephone number and mailing address.
- Client Information: Case details, documents and family history relevant to research.
- Payment Details: Billing information for services provided.
2. How We Use Your Information
We use your personal information for the following purposes:
a) Service Delivery:
- Tracing individuals on behalf of Pension Funds/Schemes and Insurance clients.
- Undertaking probate research, locating beneficiaries and verifying family trees.
- Providing document retrieval and estate support services.
b) Communication:
- Initial correspondence for new cases/tracing activity.
- Responding to enquiries and keeping you updated on case progress.
c) Business Operations:
- Maintaining records for compliance and audit purposes.
- Improving our services through data analysis.
d) Security:
- Protecting against unauthorised access to your data and ensuring the safety of our systems.
3. Sharing Your Information
Any personal information you may provide to us or on this website via, for example, a contact form, will never be sold, rented or otherwise distributed or made public without your express consent. We would only disclose personally identifiable information in the following circumstances:
- With Pension Schemes/Funds or Insurance Companies: Where you are an existing or previous Scheme member or have purchased an insurance product.
- With Legal Professionals: Sharing relevant case details with law firms involved in the estate you are a beneficiary to.
- Service Providers: Engaging trusted third parties (e.g., archival databases, cloud storage providers) to assist in delivering our services.
- Legal Obligations: Disclosing data to comply with legal requirements, court orders, or government regulations.
Any/All third parties are bound by confidentiality agreements and are required to handle your data securely. Any/All third parties have been carefully chosen and, to the best of our belief and understanding, all of them comply with current legislation. If any third parties that are based in the USA, they are EU-US Privacy Shield compliant.
If we transfer your personal data outside the UK or EEA, we ensure appropriate safeguards are in place, such as Standard Contractual Clauses, to protect your information.
4. Contact Forms and Email Links
Should you choose to contact us using one of the contact forms on our Contact Us page, the data you supply will be collated into an email and sent to us. We do NOT store this information on our website.
Should you choose to contact us using an email link instead, none of the data that you supply will be stored by this website. Instead, the data will be collated into an email and sent to us.
5. Data Security
We implement robust security measures to protect your personal information, including:
- Encryption for sensitive data.
- Secure servers and password protected access to computers, laptops and files.
- All traffic (transferral of files) between this website and your web browser is encrypted and delivered over HTTPS.
Despite our efforts, no method of data transmission or storage is completely secure. We encourage clients to take precautions, such as safeguarding their account credentials.
6. Data Retention
We retain your personal data only for as long as necessary to fulfil the purposes outlined in this policy or as required by law. Once your data is no longer needed, it is securely deleted.
7. Data Breaches
We will report any unlawful data breach of this website’s database or the databases(s) of any third party data processors to any and all relevant persons and authorities within 72 hours of the breach if it is apparent that personal data stored in an identifiable manner has been stolen.
8. Your Rights
Under data protection laws, you have the following rights regarding your personal data:
- Access: Request a copy of the personal data we hold about you.
- Correction: Update or correct inaccurate or incomplete information.
- Deletion: Request the deletion of your data where applicable.
- Restriction: Limit how we use your data in certain circumstances.
- Data Portability: Request your data in a portable format.
- Objection: Object to data processing based on legitimate interests or direct marketing.
To exercise your rights, contact us at:
Email: mail@crescentresearch.co.uk
Telephone: 01362 690738
9. Cookies and Tracking Technologies
Like most websites, this site uses Google Analytics to track user interaction. We use this data to determine the number of people using our site, to better understand how they find and use our web pages and to see their journey through the website. Although Google Analytics records data such as your geographical location, device, internet browser and operating system, none of this information personally identifies you to us. Google Analytics makes use of cookies, details of which can be found on Google’s developer guides. You can manage cookie preferences through your browser settings.
10. Updates to This Privacy Policy
This privacy policy may change from time to time in line with legislation or industry developments. We will not explicitly inform our clients or website users of these changes. Instead, we recommend that you check this page occasionally for any policy changes.
11. Data Protection Complaints Process
Updates to the Data (Use and Access) Act 2025 requires a data protection complaints process to be in place. Details of our data protection complaints procedure can be found on at the bottom of our website entitled ‘Data Protection Complaints Policy’.
12. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your personal data, please contact us:
Crescent Research
Email: mail@crescentresearch.co.uk
Telephone: 01362 690738
Website: www.crescentresearch.co.uk
Updated 10th June 2026