How long we keep your data for
Data | Purpose | Retention |
---|---|---|
Data
Advice case records* |
Purpose
General advice |
Retention
6 years |
Data |
Purpose
Consumer advice |
Retention
6 years |
Data |
Purpose
Cases with historical significance |
Retention
16 years |
Data |
Purpose
Cases with an increased risk of a legal claim |
Retention
16 years |
Data |
Purpose
Cases that form part of an active inquiry |
Retention
16 years or until the closure of the inquiry, whichever is longest |
Data
Witness cases* |
Purpose
To provide witness support |
Retention
6 months after the close of the trial date |
Data |
Purpose
Batting order |
Retention
Day of trial |
Data |
Purpose
Onward referral forms |
Retention
6 months from trial date |
Data |
Purpose
List of witnesses to attend court records (LWAC) |
Retention
6 months from trial end |
Data
Advice webchats |
Purpose
Chats with an adviser online |
Retention
13 months |
Data
Call recordings |
Purpose
Adviceline calls |
Retention
6 months |
Data |
Purpose
Witness Service calls |
Retention
6 months |
Data |
Purpose
Pensionwise |
Retention
2 years |
Data
Complaints |
Purpose
General complaints |
Retention
6 years |
Data |
Purpose
Complaints involving a financial claim or court action involving insurers |
Retention
16 years |
Data
Donations |
Purpose
General donation records |
Retention
7 years from end of financial year |
Data |
Purpose
General donation records |
Retention
7 years from end of financial year |
Data |
Purpose
Legacies, Wills, Bequests |
Retention
7 years from closure of estate |
Data
Information requests |
Purpose
Information requests under Data Protection or Freedom of Information Law |
Retention
6 years |
Data
Safeguarding concerns |
Purpose
Any concerns relating to the safeguarding of children or vulnerable adults |
Retention
16 years |
*Case information will be de-identified at the end of its retention period. We will retain summary level data for statistical and research purposes after this period has passed.