We’ll only ask for information that’s relevant to your problem. Depending on what you want help with, this might include:
- your name and contact details – so we can keep in touch with you about your case
- personal information – for example about family, work, or financial circumstances
- details about services you get that are causing you problems – like energy or post
- details of items or services you’ve bought, and traders you’ve dealt with
- information like your gender, ethnicity or sexual orientation
If you don’t want to give us certain information, you don’t have to. For example, if you want to stay anonymous we’ll only record information about your problem and make sure you’re not identified.
How Citizens Advice Bolton use your information
The main reason we ask for your information is to help solve your problem.
We only access your information for other reasons if we really need to – for example:
- for training and quality purposes
- to investigate complaints
- to get feedback from you about our services
- to help us improve our services
All advisers and staff accessing data have had data protection training to make sure your information is handled sensitively and securely.
Understanding people’s problems
We use some information to create statistics about who we’re helping and what problems are the most common. This information is always anonymised – you can’t be identified. We share these with funders, regulators, government departments and publicly on our blogs, reports, social media and press releases.
The statistics also inform our policy research, campaigns, or media work.
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 information with that third party (eg Bolton Council).
How Citizens Advice Bolton store your information
Whether you get advice face to face, over the phone, by email or webchat, our adviser will log all your information, correspondence, and notes about your problem into our secure case management systems.
Some of your information might also be kept within our secure email and IT systems. We use a secure cloud based service provided by Microsoft.
When using the Skype Advice Service our policy is to minimize all data collected and we aim to transfer all personal information to casebook during the course of your case. Microsoft will also store your data in accordance with the Terms of Service of your Skype account.
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 firstname.lastname@example.org
We keep your information for 6 years. If your case has been subject to a serious complaint, insurance claim or other dispute we keep the data for 16 years.
Our case management systems are hosted within the EEA and wherever possible, the UK.
Most of our trusted partners store their data securely within the European Economic Area (EEA) in line with data protection law.
There might be other places we store your information, depending on how you accessed our advice; more information can be found here.
How we share your information
With your permission, we might share your information with other organisations so we can:
- help solve your problem – for example, if you ask us to contact your creditors we might need
- to share your name, address and financial details with them
- refer you quickly to another organisation for more advice, if relevant
- monitor the quality of our services
Organisations we share your data with must store and use your data in line with data protection law.
If we’re concerned about yours or someone else’s safety
If something you’ve told us makes us think you or someone you know might be at serious risk of harm, we could tell the police or social services – for example if we think you might hurt yourself or someone else.
Getting feedback on our service
With your permission, we’ll share your contact details with our trusted research partner so they can contact you for feedback on your experience with us. We use different research partners depending on how you access our services.
Contact us about your information
If you have any questions about how your information is collected or used, you can contact our office on email@example.com
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
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Our cookies policy mirrors our national Citizens Advice policy