Privacy Notice

Last updated: 30 June 2026

Your Privacy

At Managing Change, we believe good data protection is part of good professional practice. Whether you are enquiring about coaching, participating in a leadership programme or simply visiting our website, we are committed to handling your personal information responsibly, securely and transparently.

We collect only the information needed to provide our services, keep it secure, use it only for legitimate purposes and retain it only for as long as there is a valid reason to do so.

This Privacy Notice explains what personal information we collect, why we collect it, how we use it and the choices and rights available to you.

Throughout this notice, "personal information" means information that identifies, or could identify, an individual.

Managing Change is the data controller for the personal information described in this Privacy Notice.

Who we are

Managing Change provides executive coaching, leadership development, organisational psychology consultancy, psychometric assessment, leadership assessment, online learning and related professional services.

If you have any questions about this Privacy Notice or how we handle your information, please contact:

Managing Change

Email: enquiries@managingchange.org.uk

Website: www.managingchange.org.uk

Information we collect

The information we collect depends on how you interact with us.

This may include:

Information you provide directly

  • your name

  • organisation and job title

  • email address

  • telephone number

  • postal address (where required)

  • information submitted through website enquiry forms

  • information relating to coaching or consultancy enquiries

  • information you provide during coaching, consulting or leadership development work

  • questionnaire responses and reflective exercises

  • psychometric assessment results

  • leadership assessment or 360 feedback information

  • online course registrations

  • webinar or video registrations

  • newsletter subscription details

  • billing and payment information.

Information collected automatically

When you visit our website we may collect:

  • IP address

  • browser type

  • pages visited

  • referring website

  • date and time of visit

  • cookie information where applicable

Special category information

Executive coaching and leadership development sometimes involve discussion of personal circumstances. Clients may choose to share information relating to health, wellbeing, disability, neurodiversity or other sensitive matters where this is relevant to the coaching process.

Where this occurs, we process this information only where appropriate under UK data protection law and treat it with a high level of confidentiality and security.

How we use your information

We use personal information to:

  • respond to enquiries

  • provide coaching, consultancy and leadership development services

  • administer psychometric assessments and leadership assessments

  • deliver online learning and resources

  • manage client relationships

  • arrange appointments and coaching sessions

  • process payments and maintain accounting records

  • send newsletters or marketing communications where you have requested these

  • improve our services and website

  • comply with legal and regulatory obligations.

Our lawful basis for processing

UK data protection law requires us to identify the legal basis for processing personal information. Depending on the circumstances, we process information because:

Contract: Where processing is necessary to deliver coaching, consultancy, assessment or other services requested by you or your organisation.

Consent: Where you have chosen to subscribe to newsletters, download resources or receive marketing communications. You may withdraw your consent at any time.

Legitimate interests: To respond to enquiries, manage our business, improve our services, maintain website security and communicate with clients and prospective clients where appropriate.

Legal obligation: Where we are required to comply with legal, tax, accounting or regulatory requirements.

Coaching confidentiality: Confidentiality is a fundamental part of our coaching practice. Information shared during coaching sessions is treated as confidential unless:

  • you have given permission for information to be shared

  • disclosure is required by law

  • there is a serious safeguarding concern or risk of harm.

Where coaching is commissioned by an employer, the boundaries of confidentiality are normally agreed before coaching begins.

Psychometric assessments and leadership assessments: Where psychometric assessments, personality questionnaires or leadership assessments are used, the information collected is processed solely for the purposes agreed with the individual client and, where applicable, the commissioning organisation. Assessment data is handled confidentially and is not shared beyond the agreed recipients without permission unless required by law.

Artificial intelligence

We do not use your coaching conversations, assessment information or personal information to train public artificial intelligence models.

Where AI assisted tools are used to support administrative or operational activities, they are selected and used in accordance with our professional confidentiality obligations and UK data protection law.

Who we share information with

We never sell your personal information.

Where necessary, we may share information with trusted service providers who support the delivery of our services. These may include:

  • website hosting providers

  • cloud storage providers

  • email service providers

  • online learning platforms

  • videoconferencing providers

  • payment processing providers

  • professional advisers where legally required.

All providers are required to process personal information securely and only in accordance with our instructions.

International transfers

Some of our service providers may process personal information outside the United Kingdom. Where this occurs, we ensure that appropriate safeguards are in place in accordance with UK data protection law.

How long we keep information

We retain information only for as long as necessary. Coaching records, coaching notes, consultancy project notes and psychometric assessment reports are normally retained for up to three years following completion of the engagement, unless a longer retention period is required by law, agreed with the client or necessary to establish, exercise or defend legal claims.

Otherwise, typical retention periods include:

Information Typical retention period

General enquiries Up to 12 months

Financial records 6 years or longer where required by law

Newsletter subscriptions Until you unsubscribe

Website analytics In accordance with the relevant analytics provider's retention settings

Retention periods may occasionally be extended where required by law or to establish, exercise or defend legal claims.

Cookies

Our website uses cookies and similar technologies to help the site function effectively, understand how visitors use the website and improve the user experience.

Where required, we will ask for your consent before placing non-essential cookies on your device.

Further information is available in our Cookie Policy.

Your rights

Under UK data protection law you have the right, where applicable, to:

  • request access to your personal information

  • request correction of inaccurate information

  • request deletion of your information in certain circumstances

  • request restriction of processing

  • object to processing based on legitimate interests

  • request transfer of your information where applicable

  • withdraw consent where processing relies on consent.

To exercise any of these rights, please contact us using the details above.

Data security

We take appropriate technical and organisational measures to protect personal information against unauthorised access, loss, misuse or disclosure.

While no method of electronic transmission or storage is completely secure, we continually review our security arrangements and work with reputable service providers to help safeguard the information we hold.

Making a data protection complaint

If you have any concerns about how we collect, use or protect your personal information, we encourage you to contact us in the first instance.

Please email enquiries@managingchange.org.uk explaining your concern.

We will acknowledge your complaint within 30 days, investigate it appropriately and let you know the outcome without undue delay.

If you remain dissatisfied, you have the right to complain to the Information Commissioner's Office (ICO).

The ICO can be contacted via www.ico.org.uk.

Changes to this Privacy Notice

We may update this Privacy Notice from time to time to reflect changes in legislation, regulatory guidance or our services.

The latest version will always be available on this website and the revision date at the top of this page will indicate when it was last updated.