Home / Privacy Notice
Legal
How Innovative Admin Ltd handles personal data, both as a controller and when processing data on behalf of broker firms.
Last updated: September 2026
Innovative Admin Ltd is a company registered in England and Wales, company number 16330650. We provide outsourced case management and administration support to mortgage brokers and financial advisers.
You can contact us about anything in this notice by email at info@innovativeadminltd.co.uk or by phone on 07743 027483.
It matters which role we are acting in when we handle personal data.
As a controller. When you contact us about our services, when we correspond with you as a broker or adviser, and when you use this website, we decide how that personal data is used. This notice explains what we do with it.
As a processor. When we carry out administration on your cases, we handle personal data about your clients on your instructions. In that situation your firm is the controller and your own privacy notice applies. We act under a written data processing agreement with your firm and only do what you instruct us to do.
| Where it comes from | What we collect |
|---|---|
| Enquiry form and email | Name, firm name, email address, phone number, regulatory status, approximate case volumes and anything you tell us in your message |
| Booking a call | Name, email address and the time you selected |
| Ongoing correspondence | Records of emails, calls and instructions relating to the services |
| Website | Technical information such as IP address and browser type, where cookies are used. See our Cookie Policy |
We do not use your information for automated decision making or profiling, and we do not sell it to anyone.
When we progress a case we may handle personal data about your clients, including contact details, financial information and identification documents. We only do so on your documented instructions and for the purpose of carrying out the administration you have asked us to do.
We do not use client data for our own purposes, we do not contact clients other than on your behalf and in your firm’s name, and we return or securely delete it in line with the data processing agreement between us.
We share personal data only where it is necessary to deliver the service or where the law requires it. That can include lenders, solicitors, estate agents, surveyors and your network, always acting on your instructions and in your firm’s name. We also use service providers for things like email, file storage and accounting, who act on our instructions.
We aim to keep personal data within the UK or the European Economic Area. Where a service provider stores data outside that area, we make sure appropriate safeguards are in place, such as the UK International Data Transfer Agreement or an adequacy decision.
We use appropriate technical and organisational measures, including access controls, encrypted storage and confidentiality obligations. Data is only accessed by those who need it to carry out the work.
Under UK data protection law you have the right to access your personal data, to have inaccurate data corrected, to request erasure, to restrict or object to processing, and to data portability where it applies. Where we rely on consent, you can withdraw it at any time.
If your personal data is being processed by us on behalf of a broker firm, please contact that firm in the first instance and we will support them in responding.
To exercise a right, email info@innovativeadminltd.co.uk. We will respond within one month.
If you are unhappy with how we have handled your personal data, please tell us first so we can put it right. You also have the right to complain to the Information Commissioner’s Office at ico.org.uk, or by calling 0303 123 1113.
We may update this notice from time to time. The date at the top shows when it was last changed.