Shelley Shaw Consultancy
Customer Privacy Notice
This privacy notice tells you what to expect us to do with your personal information
Contact details
What information we collect, use, and why
Lawful bases and data protection rights
Where we get personal information from
How long we keep information
Who we share information with
Sharing information outside the UK
How to complain
Contact Details
What information we collect, use, and why
We collect or use the following information to provide and improve products and services for clients:
Names and contact details
Financial data (including income and expenditure)
Transaction data (including details about payments to and from you and details of products and services you have purchased)
Usage data (including information about how you interact with and use our website, products and services)
Information relating to compliments or complaints
Video recordings
Audio recordings (eg calls)
Records of meetings and decisions
We collect or use the following personal information to comply with legal requirements:
Name
Contact information
Any other personal information required to comply with legal obligations
Safeguarding information
Criminal offence data
We collect or use the following personal information for dealing with queries, complaints or claims:
Names and contact details
Purchase or service history
Call recordings
Financial transaction information
Correspondence
Lawful bases and data protection rights
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
Your right of access - You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. Read more about the right of access.
Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. Read more about the right to rectification.
Your right to erasure - You have the right to ask us to delete your personal information. Read more about the right to erasure.
Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. Read more about the right to restriction of processing.
Your right to object to processing - You have the right to object to the processing of your personal data. Read more about the right to object to processing.
Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. Read more about the right to data portability.
Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. Read more about the right to withdraw consent.
If you make a request, we must respond to you without undue delay and in any event within one month.
To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.
Our lawful bases for the collection and use of your data:
Our lawful bases for collecting or using personal information to provide and improve products and services for clientsare:
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
We use limited information about enquiries and past work, such as what people ask about and the outcome of previous projects, to understand what our clients need and to improve how we deliver our services. This helps us respond to enquiries more effectively and tailor our consultancy, training and facilitation work. This is necessary because reviewing patterns in enquiries and service history is the most practical way to identify what's working well and where we could improve. Without this, we couldn't develop our services in a way that reflects what clients actually need. We only use ordinary contact and service information for this purpose, not sensitive personal data, and we don't use it in any way that could negatively affect the people concerned. Improving our services in this way also benefits future clients directly, through a more effective, better tailored service. We've considered the impact on people's privacy and are satisfied the benefit outweighs any risk, since the information involved is limited and used only to understand and improve our own service delivery
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Our lawful bases for collecting or using personal information to comply with legal requirements:
Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Recognised legitimate interests - our pre-approved purpose for collecting or using personal information to comply with legal requirements:
We need to protect the physical, mental or emotional well-being of people who need extra support, or to protect them from harm or neglect (the ‘safeguarding condition’).
Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
We use contact details, correspondence, and relevant service or payment history to respond to and resolve queries, complaints or claims. This allows us to understand what's happened, address the issue properly, and put things right where needed. This is necessary because we can't investigate or resolve a query or complaint without looking at the relevant details, including any previous correspondence or records connected to it. Without this, we wouldn't be able to respond fairly or accurately. Dealing with queries and complaints properly benefits the person raising them, since it means their concern is taken seriously and addressed, and it benefits us by helping us improve how we work. We only use the information necessary to understand and resolve the specific issue raised, and we don't use it for any other purpose. We've considered the impact on the person's privacy and are satisfied this is a fair and proportionate use of their information, since it's limited to what's needed to sort out their query or complaint
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Where we get personal information from
Directly from you
How long we keep information
We keep personal information only for as long as we need it for the purpose it was collected, and then delete or destroy it securely. Typical retention periods are:
| What we hold | How long we keep it |
|---|---|
| Enquiry details, where they don't lead to further work | 12 months from the last contact |
| Client and project records (contracts, correspondence, service history) | 6 years from the end of the working relationship |
| Financial and invoicing records | 6 years from the end of the relevant tax year |
| DBS certificate information shown to a client | 6 months from when it was shown |
| Safeguarding or welfare concerns, if any arise | Kept only as long as needed to act on them |
| Complaints, once resolved | 6 years from resolution |
| Website analytics | Whatever Squarespace's own default retention period is |
Who we share information with
Data processors
Squarespace Name/category of processor: Squarespace (website hosting provider, based in the United States)
This data processor does the following activities for us: SquareSpace: They host our website and process enquiry form submissions.
Google LLC (email and productivity software provider, based in the United States)
This data processor does the following activities for us: Google - They provide and manage our business email.
Microsoft Teams (video conferencing software provider, based in the United States)
This data processor does the following activities for us: Microsoft Teams - They host client video calls, and may store recordings if we choose to record one.
Others we share personal information with
Insurance companies, brokers or other intermediaries
Our professional indemnity insurance is arranged through Simply Business, with the policy underwritten by Maltings.
Professional or legal advisors
Our accountants, BKB South West Accountants (Unit A3 Tavy Business Centre, Rowden Wood Road, Tavistock, Devon, PL19 0NU. Telephone: 01822 481062. Email: info@bkbsw.co.uk), see limited financial information as part of preparing our accounts. This is limited to company names, not individual clients' personal details.
Organisations we’re legally obliged to share personal information with
Publicly on our website, social media or other marketing and information media
Sharing information outside the UK
Where necessary, we may transfer personal information outside of the UK. When doing so, we comply with the UK GDPR, making sure appropriate safeguards are in place.
For further information or to obtain a copy of the appropriate safeguard for any of the transfers below, please contact us using the contact information provided above.
Organisation name: Google
Category of recipient: Email and productivity provider
Country the personal information is sent to: USA
How the transfer complies with UK data protection law: The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Organisation name: SquareSpace
Category of recipient: Website hosting
Country the personal information is sent to: USA
How the transfer complies with UK data protection law: The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Organisation name: Microsoft Teams
Category of recipient: Video conferencing software
Country the personal information is sent to: USA
How the transfer complies with UK data protection law: The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Where necessary, our data processors will share personal information outside of the UK. When doing so, they comply with the UK GDPR, making sure appropriate safeguards are in place.
For further information or to obtain a copy of the appropriate safeguard for any of the transfers below, please contact us using the contact information provided above.
Organisation name: Google
Category of recipient: Email and productivity provider
Country the personal information is sent to: USA
How the transfer complies with UK data protection law: The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Organisation name: SquareSpace
Category of recipient: Website hosting
Country the personal information is sent to: USA
How the transfer complies with UK data protection law: The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Organisation name: Microsoft
Category of recipient: Video conferencing suite
Country the personal information is sent to: USA
How the transfer complies with UK data protection law: The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
How to complain
If you have any concerns about our use of your personal information, you can make a data protection complaint to us:
Email: ShelleyShawConsultancy@gmail.com
If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113
Website: https://www.ico.org.uk/make-a-complaint