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

 

  • only access it when we have a good reason
  • only share what is necessary and relevant
  • don’t sell it to anyone


We collect and use the details you give us so we can help you. We have a ‘legitimate interest’ to do this under data protection law. This means it lets us carry out our aims and goals as an organisation. We’ll always explain how we use your information.

Using your information

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 UK 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 Sandwell & Walsall collect your data

https://www.citizensadvice.org.uk/wales/about-us/information/citizens-advice-privacy-policy/Citizens Advice Sandwell and Walsall Privacy Policy

At CASW, 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.

 

This privacy policy explains how we use your information and what your rights are. We handle and store your personal information in line with data protection law and our confidentiality policy. The following pages tell you more about how we use your information in more detail.

Our network

Citizens Advice is a membership organisation made up of the national Citizens Advice charity and many local offices across England and Wales, including CASW. We are an independent charity and a member of the national Citizens Advice charity.

 

All members of the Citizens Advice network are responsible for keeping your personal information safe and making sure data protection law is followed.

 

Members of the network also run some jointly designed services and use some of the same systems to process your personal data. In these instances we are joint data controllers for these activities.

Jointly controlled data

All offices in the Citizens Advice network use some joint systems to carry out our activities. These include joint case management systems, telephony platforms

and more.

 

Staff from a different local Citizens Advice can only access your personal information in a joint system if they have a good reason. For example, when:

  • you go to a different office to seek advice
  • more than one office is working together in partnership
  • they need to investigate a complaint or incident

We have rules and controls in place to stop people accessing or using your information when they shouldn’t.

 

Tell an adviser if you’re worried about your details being on a national system. We’ll work with you to take extra steps to protect your information – for example by recording your problem without using your name.

 

National Citizens Advice has a privacy policy available on their website that covers general advice and nationally managed systems, including our case management systems. This policy covers the processing we carry out in our office.

What Citizens Advice Sandwell & Walsall ask for

‘To find out what information we ask for, see our national Citizens Advice privacy policy

How Citizens Advice Sandwell & Walsall use your information

‘To find out how we use your information, see our national Citizens Advice privacy policy

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.

For example, Sandwell MB Council, Walsall MB Council, Walsall Housing Group.

How Citizens Advice Sandwell & Walsall store your information

You information is stored on the National Database – Casebook

How Citizens Advice Sandwell & Walsall share your information

We will only share your information if you give us specific consent, this may be with an agency we are referring you to, or as part of casework when we are gathering information on your behalf.

Contact Citizens Advice Sandwell & Walsall about your information

If you have any questions about how your information is collected or used, you can contact our office.

By email: info@citizensadvicesandwell-walsall.org

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.