Privacy Policy

Last reviewed: 6 June 2026

This privacy policy explains how Tailored Development Ltd collects, uses, stores and shares personal information. It applies to our website, our learning and development services, coaching, facilitation, consultancy work, assessments, events, administration and related communications.

1. Who we are

Tailored Development Ltd is the controller for the personal information described in this policy, unless we explain otherwise in a particular context.

Company: Tailored Development Ltd
Registered in England and Wales: 8346787
Address: 7 Nursery Fold, Allithwaite Road, Flookburgh, Grange Over Sands, LA11 7JR
Phone: 07814 873433
Email: gary@tailored-development.co.uk
Email: admin@tailored-development.co.uk

2. The personal information we collect

We aim to collect only the personal information that is reasonably needed for the work we are carrying out. Depending on the nature of the engagement, we may collect and process:

your name, job title, role, employer or organisation, work contact details and relevant communication preferences
information relevant to the design and delivery of training, coaching, facilitation, leadership development, consultancy or organisational development work
attendance, participation, booking, scheduling and feedback information
limited notes relevant to preparation, delivery, follow-up, supervision, safeguarding, complaint handling or professional record-keeping
profile outputs, assessment results or questionnaire reports from third-party providers such as Discovery Insights, MBTI, Belbin or similar providers, where these are part of the commissioned work
billing, invoicing, payment and accounting information
technical information connected with our website and digital communications, such as cookie preferences, IP address, device/browser information, website usage information and email interaction data where relevant
correspondence and records of your contact with us, including enquiries, emails, forms, meeting notes and agreed actions

We do not intentionally collect special category personal data, such as health information, religious beliefs, political opinions or trade union membership, unless it is relevant to the work, you choose to share it, or we need to process it for a specific legal, professional, safeguarding or occupational purpose. Where special category data is processed, we will identify both a lawful basis and an additional condition under data protection law.

3. How we get your personal information

Most of the personal information we process is provided directly by you, for example when you contact us, complete a form, attend a programme, take part in coaching, give feedback, complete a questionnaire, correspond with us or use our website.

We may also receive personal information indirectly:

from your employer, line manager, HR contact, programme sponsor or another person involved in commissioning or coordinating our work
from third-party assessment or profiling providers, once they have processed your questionnaire responses and created reports or profile outputs
from booking, survey, video-conferencing, email, website, cloud storage, accounting, payment, learning or administrative systems used to support our work
through communications, meetings and records relating to the work we are delivering

4. Why we use your personal information

We use personal information for the following purposes:

to respond to enquiries and communicate with clients, participants, sponsors and suppliers
to design, prepare, deliver and follow up training, coaching, facilitation, leadership development, consultancy and organisational development work
to provide learning materials, reports, resources, questionnaire links, assessment outputs and related services
to manage bookings, attendance, administration, billing, invoicing, tax, accounting and business records
to evaluate and improve the quality, relevance and effectiveness of our work
to maintain appropriate professional, ethical, safeguarding, legal and administrative records
to operate and improve our website and digital services, including managing cookies and website functionality
to protect our business, systems, rights, property and users, and to respond to complaints, disputes or legal claims

5. Our lawful bases for processing

Under UK data protection law, we must have a lawful basis for each purpose for which we process personal information. The table below explains the lawful bases we are most likely to rely on and gives practical examples of the types of information that may be processed under each one.

Lawful basis	When we may rely on it	Examples of personal data	Examples of use
Contract	Where processing is necessary to provide services to you or your organisation, or to take steps before entering into a contract.	Name, role, contact details, employer, booking details, attendance records, service requirements, programme information, invoices and payment records.	Arranging and delivering coaching, training or facilitation; communicating about dates and materials; providing reports or resources; managing invoices and administration.
Legitimate interests	Where processing is reasonably necessary for our business interests or the interests of our clients and participants, and those interests are not overridden by your rights and freedoms.	Business contact details, programme notes, attendance and feedback information, broad progress themes, client relationship history, website security data, limited communications records.	Improving our services; managing client relationships; maintaining proportionate records; sharing limited and appropriate programme updates with a sponsor; protecting our systems and responding to queries or complaints.
Consent	Where you have given clear permission for a specific purpose and are able to withdraw that consent.	Optional feedback, testimonials, case study permissions, optional mailing-list preferences, non-essential cookie preferences, optional sharing of profile outputs or personal reflections in a group setting.	Using a testimonial; sending optional marketing updates; setting non-essential cookies; allowing an optional assessment or profile output to be shared with colleagues where this is not required for the service.
Legal obligation	Where we are required by law to keep, use or disclose information.	Invoices, payment records, tax and accounting records, information needed to respond to a lawful request, court order or regulatory requirement.	Keeping accounting records; responding to legal duties; complying with tax, company, insurance or regulatory requirements.
Vital interests	Only in rare circumstances where processing is necessary to protect someone's life or immediate safety.	Emergency contact details, urgent risk or safeguarding information where relevant and necessary.	Taking action where there is a serious and immediate risk to you or another person.

6. Special category personal data

Some information is treated as more sensitive under data protection law. This includes, for example, information about health, racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, genetic or biometric data used for identification, sex life or sexual orientation.

We do not seek this type of information unless it is relevant and necessary. In some learning, coaching or organisational development work, participants may choose to share personal experiences, health-related access needs, wellbeing information, work-related concerns or other sensitive material. Where we process special category data, we will rely on an appropriate lawful basis and an additional condition. This may include explicit consent, employment/social protection obligations, legal claims, vital interests, or substantial public interest where applicable. We will keep such processing proportionate and limited to what is necessary.

7. Coaching and one-to-one work

Coaching is a confidential relationship. Tailored Development Ltd will treat information shared during coaching or one-to-one development work as confidential, except where disclosure is reasonably necessary:

to comply with the law, a court order, regulatory requirement or professional obligation
where there is a serious risk to your safety or the safety of another person
to obtain professional supervision, legal advice, insurance advice or similar professional support connected with the coaching work
to respond to or defend any complaint, claim, allegation, professional conduct process or legal proceedings arising from the coaching relationship

Where possible, any disclosure will be limited to what is reasonably necessary. If your organisation is paying for your coaching, we may provide invoices or monthly statements showing your name, session date and relevant billing information. If a coaching session is cancelled or rescheduled within one working day of the booking, the session may be charged in full and may appear on an invoice or statement as a cancelled coaching session.

8. Team development, group work and employer-sponsored programmes

In team development and personal or professional development work, we may invite individuals to share information with colleagues, such as preferred working styles, relevant work experiences, development goals or profile outputs. Where this happens, it will be by discussion and agreement with those involved. We will not share this information on your behalf unless this has been clearly agreed or is necessary for the purpose of the engagement.

Where an employer, manager, HR contact or other sponsor has commissioned a programme, we may share limited and proportionate information with them where appropriate to the engagement. This may include attendance, broad themes, skills developed, aggregate feedback, practical follow-up needs or potential future development areas. We aim to avoid sharing unnecessary personal detail, especially confidential coaching content or sensitive personal information, unless there is a clear lawful basis and a proper reason to do so.

9. Third-party providers, assessment platforms and external links

In delivering our work, we may use trusted third-party providers such as profiling providers, questionnaire platforms, survey tools, video-conferencing platforms, email systems, cloud storage providers, website providers, accounting systems, payment providers and administrative software.

We may send you links to third-party websites or platforms so that you can complete questionnaires, access profile tools, watch resources, join meetings, provide feedback or access materials. This may include providers such as Discovery Insights, MBTI, Belbin, YouTube, Vimeo, Microsoft, Google, Zoom, survey platforms or similar providers, depending on the work being delivered.

When you click a link to a third-party website or platform, that provider may collect and use your personal information in accordance with its own privacy policy, cookie policy and terms. This may include setting its own cookies or similar technologies. We do not control those third-party websites or their cookie choices. You should review the relevant provider's privacy and cookie information before submitting information or accepting cookies on their site.

Where a third-party provider processes personal information on our behalf, we take reasonable steps to ensure that the provider is appropriate for the services being delivered. Where the provider acts as an independent controller, they are responsible for explaining their own processing activities.

10. Website cookies and similar technologies

Our website uses cookies and similar technologies to make the site work, to understand how it is used and, where relevant, to support embedded content or other website features. Cookies are small files or pieces of information placed on your device when you visit a website.

Some cookies are necessary for the website to function and will always be active. Non-essential cookies, such as analytics, performance, functional, advertising or third-party embedded-content cookies, will only be used where consent is required and has been given through our cookie consent tool.

We use CookieYes as our cookie compliance platform. CookieYes identifies and categorises cookies on our site, including cookies set by third parties where applicable. Categories may include:

Necessary
Functional
Analytics
Performance
Advertising
Other

Visitors can inspect cookies, including their purpose and duration, before consenting. Visitors can also change or withdraw cookie consent at any time using the cookie settings icon displayed on the website. Some website features, including embedded video or other third-party content, may not work fully unless the relevant cookies or technologies are accepted.

Embedded content and third-party links may include services such as YouTube, Vimeo or similar providers. If you play embedded media, click an external link or access a third-party resource from our website, that provider may set its own cookies or use similar technologies. Those cookies are governed by the relevant provider's own privacy and cookie policies.

We do not use cookies set directly by Tailored Development Ltd to sell personal information. Where third-party cookies are present, they are subject to the controls and information made available through our cookie consent tool and the relevant third-party provider's own policies.

11. Use of digital and AI-assisted tools

From time to time, we may use carefully selected digital tools, including AI-assisted tools, to support aspects of our work. This may include preparation, structuring ideas, summarising themes, drafting materials, refining language, organising information, analysing non-sensitive patterns and improving efficiency.

Where we use such tools, we aim to do so responsibly and proportionately. In particular:

these tools support our work; they do not replace our professional experience, judgement, accountability or responsibility
final interpretation, facilitation, coaching judgement, decision-making and responsibility remain with us
we take reasonable steps to minimise the amount of personal data used in such tools
where appropriate, we anonymise, redact or reduce identifiable information before using such tools
we aim to use such tools in ways that are consistent with confidentiality, data protection and good professional practice
we do not rely solely on automated processing or AI-generated outputs to make professional judgements about individuals or teams

Where we consider the nature of the work, the sensitivity of the material or the context to make the use of such tools inappropriate, we will not use them.

12. Who we share personal information with

We may share personal information where necessary and proportionate with:

your employer, sponsor, HR contact or programme coordinator, where appropriate to the engagement and consistent with confidentiality commitments
third-party providers involved in delivering or supporting our services, such as assessment providers, technology platforms, email, cloud, survey, video-conferencing, payment, accounting and administrative providers
professional advisers such as accountants, insurers, legal advisers or professional supervisors
regulators, public authorities, courts, law enforcement or other organisations where we are required or permitted to do so by law
another organisation if this is necessary in connection with a business transfer, restructuring or similar event

We do not sell personal information.

13. International transfers

Some of the systems or providers we use may process or store personal information outside the United Kingdom. Where this happens, we will take reasonable steps to ensure appropriate safeguards are in place, such as adequacy regulations, standard contractual clauses, UK international data transfer agreements or other safeguards recognised under UK data protection law.

14. How we store and protect personal information

Personal information is stored electronically using business systems and devices used by Tailored Development Ltd. Access is limited to those who need it for the purposes described in this policy.

We take reasonable technical and organisational steps to protect personal information from unauthorised access, loss, misuse, alteration or disclosure. These steps may include secure devices, password protection, access controls, reputable cloud services, appropriate confidentiality practices and secure deletion where information is no longer required.

15. How long we keep personal information

We keep personal information only for as long as reasonably necessary for the purpose for which it was collected, including delivery, follow-up, record-keeping, professional, legal, regulatory, insurance and accounting purposes.

As a general guide:

contact and project information is kept for the duration of the relevant work and for a reasonable period afterwards for business record-keeping and relationship management
profile reports and related development materials are kept only for as long as reasonably needed for the relevant engagement, follow-up or agreed development purpose
coaching notes and one-to-one records are kept only for as long as reasonably needed for coaching, supervision, professional, legal, insurance or complaint-handling purposes
feedback and evaluation information may be retained in identifiable or anonymised form to evaluate and improve our work
financial, invoicing and accounting records are retained for as long as required by law and accounting requirements
website cookie preferences are retained for the period shown in our cookie consent tool or until you change or withdraw your consent

When information is no longer needed, we will securely delete it, anonymise it or otherwise dispose of it appropriately.

16. Your data protection rights

Under data protection law, you have rights including:

The right of access: you can ask us for copies of your personal information.
The right to rectification: you can ask us to correct information you believe is inaccurate or incomplete.
The right to erasure: you can ask us to erase your personal information in certain circumstances.
The right to restrict processing: you can ask us to restrict the processing of your personal information in certain circumstances.
The right to object: you can object to the processing of your personal information in certain circumstances.
The right to data portability: you can ask us to transfer personal information you gave us to another organisation, or to you, in certain circumstances.
The right to withdraw consent: where processing is based on consent, you can withdraw that consent at any time. This will not affect processing that happened before consent was withdrawn.
Rights relating to automated decision-making: you have rights where decisions with legal or similarly significant effects are made solely by automated means. We do not use solely automated decision-making in this way.

These rights are not absolute and may depend on the lawful basis and the circumstances of the processing. You are not usually required to pay any charge for exercising your rights. If you make a request, we will normally respond within one month.

If you wish to make a request, please contact us using the details below:

Email: gary@tailored-development.co.uk
Phone: 07814 873433
Post: 7 Nursery Fold, Allithwaite Road, Flookburgh, Grange Over Sands, LA11 7JR

17. How to complain

If you have any concerns about how we use your personal information, please contact us first so that we can try to resolve the matter:

Email: gary@tailored-development.co.uk
Phone: 07814 873433
Post: 7 Nursery Fold, Allithwaite Road, Flookburgh, Grange Over Sands, LA11 7JR

You can also complain to the Information Commissioner's Office if you are unhappy with how we have used your data:

Information Commissioner's Office: Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Helpline: 0303 123 1113
Website: https://www.ico.org.uk

18. Changes to this policy

We may update this privacy policy from time to time to reflect changes in our services, website, technology, providers or legal requirements. The latest version will be made available on our website or provided on request.