Citizens Advice Bury & Bolton Privacy Policy
At Citizens Advice we collect and use your personal information to help solve your problems, improve our services and tackle wider issues in society that affect people’s lives. We only ask for the information we need. We always let you decide what you’re comfortable telling us, explain why we need it and treat it as confidential.
When we record and use your personal information we:
- only access it when we have a good reason
- only share what is necessary and relevant
- don’t sell it to anyone
At times we might use or share your information without your permission. If we do, we’ll always make sure there’s a legal basis for it. This could include situations where we have to use or share your information:
- to comply with the law – for example, if a court orders us to share information. This is called ‘legal obligation’
- to protect someone’s life – for example, sharing information with a paramedic if a client was unwell at our office. This is called ‘vital interests’
- to carry out our legitimate aims and goals as a charity – for example, to create statistics for our national research. This is called ‘legitimate interests’
- for us to carry out a task where we’re meeting the aims of a public body in the public interest – for example, delivering a government or local authority service. This is called ‘public task’
- to carry out a contract we have with you – for example, if you’re an employee we might need to store your bank details so we can pay you. This is called ‘contract’
- to defend our legal rights – for example, sharing information with our legal advisors if there was a complaint that we gave the wrong advice
We handle and store your personal information in line with the law – including the General Data Protection Regulation and the Data Protection Act 2018.
You can check our main Citizens Advice policy for how we handle most of your personal information.
This page covers how we, as your local charity, handle your information locally in our offices.
How Citizens Advice Bury & Bolton collect your data
You can find out how we collect your data for our core advice services, see our national Citizens Advice privacy page.
What Citizens Advice Bury & Bolton ask for, see our national Citizens Advice privacy policy
How Citizens Advice Bury & Bolton use your information
Working on your behalf
When you give us authority to act on your behalf, for example to help you with a Universal Credit claim, we’ll need to share some information with Bury Council or Bolton Council.
How Citizens Advice Bury & Bolton store your information
The national Citizens Advice charity and your local Citizens Advice operate a system called Casebook to keep your personal information safe. This means they’re a ‘joint data controller’ for your personal information that’s stored in our Casebook system.
In addition Citizens Advice Bury & Bolton are using Microsoft Office as its productivity suite and your personal data may be stored there while your case is active. We also use AdvicePro as an additional case management system. Our policy is to minimize all data collected and we aim to transfer all personal information to casebook during the course of your case.
When contacting us using Facebook Messenger, our policy is to minimize all data collected and we aim to transfer all personal information to casebook during the course of your case. Your data will not be used for advertising purposes. Facebook will also store your data in accordance with the Terms of Service of your Facebook account. https://www.messenger.com/privacy. Facebook is a third-party service and Citizens Advice Bury & Bolton cannot accept liability for data held by Facebook or breaches of that data.
We use SMS message platform TextAnywhere to send appointment reminders and important updates about your case. When using the TextAnywhere our policy is to minimize all data collected and we aim to transfer all personal information to casebook during the course of your case. TextAnywhere store your data in accordance with their Privacy Notice. We always ensure we have your consent before contacting you via TextAnywhere. If you feel this was not the case please contact us via wbma@cabb.org.uk
Contact Citizens Advice Bury & Bolton about your information
If you have any questions about how your information is collected or used, you can contact our office.
Email: wbma@cabb.org.uk, for the attention of Gary Malcomson (Deputy CEO).
You can contact us to:
- find out what personal information we hold about you
- correct your information if it’s wrong, out of date or incomplete
- request we delete your information
- ask us to limit what we do with your data – for example, ask us not to share it if you haven’t asked us already
- ask us to give you a copy of the data we hold in a format you can use to transfer it to another service
- ask us stop using your information
Who’s responsible for looking after your personal information
The national Citizens Advice charity and your local Citizens Advice operate a system called Casebook to keep your personal information safe. This means they’re a ‘joint data controller’ for your personal information that’s stored in our Casebook system.
Each local Citizens Advice is an independent charity, and a member of the national Citizens Advice charity. The Citizens Advice membership agreement also requires that the use of your information complies with data protection law.
You can find out more about your data rights on the Information Commissioner’s website.
Our Cookies Policy
Our cookies policy mirrors our national Citizens Advice Policy.