Privacy Policy

The privacy of your data – and it is your data, not ours! – is a big deal to us. We’ll only ever access your account to help you with a problem or squash a software bug. We’ll never open any uploaded filed unless you ask us to. We log all access to all accounts by IP address, so we can always verify that no unauthorized access has happened for as long as the logs are kept.

Identity & Access

When you sign up for PensionPro, we ask for your name, company name and email address. That’s just so you can personalize your new account, and we can send you invoices, updates, or other essential information. We’ll never sell your personal info to third parties, and we won’t use your name or company in marketing statements without your permission, either.

When you contact PensionPro through our Help Center with a question or to ask for help, we’ll keep that correspondence, and the email address, for future reference. When you browse our marketing pages, we’ll track that for statistical purposes (like conversion rates to test new designs). We also store any information you volunteer, like surveys, for as long as it makes sense.

The only times we’ll ever share your info:

  • To provide products or services you’ve requested, with your permission.
  • To investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of our Terms of Service, or as otherwise required by law.
  • If PensionPro is acquired by or merged with another company we’ll notify you as soon as possible. In any event, we will keep your information as confidential as possible throughout the process.
  • PensionPro reserves the right to mine the data in our system at a macro level. Macro means that we are looking for benchmarks or statistical data that might be interesting to all our users. Any macro data derived from the system will not be identifiable to any of our clients individually nor will it include the release or exposure of any individual customer data.

Law Enforcement

We have the right to fully cooperate with any law enforcement authorities, regulators or court orders requesting or directing us to disclose your data. YOU WAIVE AND HOLD HARMLESS PENSIONPRO FROM ANY CLAIMS RESULTING FROM, OR TAKEN AS A CONSEQUENCE OF, INVESTIGATIONS BY EITHER PENSIONPRO, REGULATORS, OR LAW ENFORCEMENT AUTHORITIES.


All data is encrypted via SSL/TLS when transmitted from our servers to your browser or client application. The off-site database backups are also encrypted as well as sensitive fields at rest (such as passwords). We go to great lengths to secure your data– you can read more about that on our security page.

Deleted Data

When you cancel your account, we’ll ensure that nothing is stored on our servers past 60 days. Anything you delete on your account while it’s active will also be purged within 60 days.

Changes & Questions

PensionPro may occasionally update this policy. If we do, we will notify you about significant changes by emailing the account owner or by placing a prominent notice on our site.