How long we keep your data for

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.