Policy in Practice saves calculations for future retrieval by advisors and customers. They are stored indefinitely on a safeharbour assured cloud server. Storing this data enables use to save advisors and customers time when retrieving and updating calculations.
Policy in Practice does not require you to enter any personally identifiable information into the calculator, or to save your calculation. Users are able to enter and save their name or a reference number but this information is not mandatory. It may make calculations easier to identify and retrieve. Saved calculations can also be retrieved without this information, instead using a randomly generated unique identifier.