Wilkins Kennedy Privacy Notice

This Privacy Policy explains our data processing practices and the ways in which your personal data is used. If you have any requests concerning your personal information or any queries with regard to our processing please contact us using the contact details on this website.

 

USE OF INFORMATION

We will use your information to provide and personalise our service. Where we collect personal data, we may store this securely in both hard copy and/or electronic copy. This data may be used to compile reports and statistics that comply with contractual requirements and for general administration purposes (eg. correspondence by letter). We ensure that the provisions and obligations imposed by the Data Protection Act 2018 and the Data Protection Principles together with any subsequent re-enactment or amendment thereof in storing and processing personal data, are complied with at all times. We may use your information to send you news about our products or services which we think may be of interest to you. We may contact you by post, email, telephone or fax for these purposes. We will never pass your personal data to anyone else, except for any successors in title to our business and suppliers that process data on our behalf.

 

OTHER WEBSITES

Our web site may contain links to other web sites which are outside our control and are not covered by this Privacy Policy. If you access other sites using the links provided, the operators of these sites may collect information from you which will be used by them in accordance with their privacy policy, which may differ from ours.

 

IDENTITY & CONTACT DETAILS OF THE CONTROLLER & THE CHIEF PRIVACY OFFICER

Baldwins are committed to protecting and respecting your privacy whilst remaining compliant with The General Data Protection Regulation (EU GDPR) and the Data Protection Act (DPA). This policy sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. For us to drive compliance, we have an Information Governance Framework imbedded within the organisation, which is compliant with The General Data Protection Regulation.

 

Baldwins are the Data Controller and have an appointed Data Protection Officer whom can be contacted via email: DPO@baldwinandco.co.uk

 

You can also contact Baldwins via post at: Churchill House, 59 Lichfield Street, Walsall, West Midlands, WS4 2BX

 

PURPOSE OF THE PROCESSING AND THE LEGAL BASIS FOR THE PROCESSING

Baldwins collects and creates personal data for several different purposes:

  • Recruitment and employment;
  • Business development;
  • Provision of services to our customers; and
  • Procurement of services

The legal basis for processing personal data for the purpose of recruitment and employment is the pursuit of our legitimate interests of developing our business (recruitment and selection) and subsequently in order to fulfil our legal obligations as an employer and our legitimate interest of striving to provide a safe and rewarding work place.  We will retain personal information we collect in the recruitment and selection process for up to two years following a successful application, non-successful applicants may be kept for up to 6 months. Employment which we receive either directly from you or via recruitment agencies.  Further information about privacy and data retention is provided in our staff handbook for employees.

 

The legal basis for processing personal data for the purpose of business development is the pursuit of our legitimate interest in developing our business and undertaking sales and marketing activities.  We acquire personal data from a number of sources including directly from data subjects, from referrals, from social media such as LinkedIn, and from our own research activities such as reviewing websites.  We will retain personal information we collect through our sales processes for as long as we believe our products and services may be of interest to prospects, customers and former customers.

 

PROVISION OF SERVICES TO OUR CUSTOMERS

The legal basis for processing personal data for the purpose of providing services to our customers is either to fulfil our contractual obligations to customers or the pursuit of related legitimate interests including maintaining accurate records relating to accounting and finance, monitoring the quality of our services.  We will retain personal information we collect through our service delivery processes for as long as such information is relevant to our service delivery model or as defined in our service delivery contract.

 

PROCUREMENT OF SERVICES

The legal basis for processing personal data for the purpose of procurement is the pursuit of our legitimate interest in maintaining efficient and effective procurement processes.  Personal data we collect from suppliers and prospective suppliers is usually supplied directly by data subject or their employer.  We will retain personal information we collect through our procurement processes for as long as we need to comply with accounting and taxation rules, policies and conventions.

 

CONSENT

We are required to obtain consent from individuals in order to send them unsolicited electronic marketing messages. We retain evidence of the details of consent which has been provided by our customers to process their information in this manner.

 

LEGITIMATE INTERESTS OF BALDWINS, OR THIRD PARTY

Baldwins, may use your information for other specific legitimate purposes such as:

  • To ensure that content from our site is presented in the most effective manner for you and for your computer.
  • To provide you with information, products or services that you request from us or which we feel may interest you, where you have either explicitly consented to or we believe you have a legitimate interest in.
  • To carry out our obligations arising from any contracts entered between you and us.
  • To allow you to participate in interactive features of our service, when you choose to do so.
  • To notify you about changes to our service.

We do not sell, rent or lease customer lists to third parties. However, we may share personal information with companies whom we work closely with if there is a legitimate interest for them to act on your behalf, we would not provide your personal information to any of these companies without prior consent from you:

  • Banks
  • IFAs
  • Suppliers (references)
  • Mortgage companies/Building Societies
  • Targets e.g. for CF purposes
  • Introducers e.g. for CF purposes
  • HMRC
  • Other accountants
  • Shareholders and Directors
  • Owner managers
  • Staff of Baldwins
  • Cogital companies
  • Other advisers e.g. Property Valuers
  • Lawyers and barristers e.g. Forensics, Divorce, Family, Criminal
  • Police e.g. criminal cases
  • CPS – criminal cases
  • Government bodies e.g. research or statistical offices, European bodies where we act for MEPs
  • Grant Aid bodies
  • Social Services
  • Investors and other types of lenders
  • Amazon web services
  • Pension Providers
  • Payroll Companies & Intermediaries
  • BACS providers
  • Department of Work & Pensions
  • Child Maintenance Services
  • The Pensions Regulator
  • Charities for the purpose of Give As You Earn
  • Healthcare Companies for Private Medical Insurance purposes
  • Unions

 

Third party contractors are;

  • Advanced Track
  • Croner Taxwise
  • Systemsync Solutions Ltd

We feel that there is a genuine possibility of your interest in their services.  The lawful basis for this data sharing is the legitimate interest of the third party in developing and growing their business.

 

INFORMATION WE MAY COLLECT FROM YOU

We may collect and process the following data about you:

 

Information that you provide by filling in forms on our site (baldwinsaccountants.co.uk) or by corresponding with us by phone, email or otherwise. The information you give us may include:

  • Name and Company Name
  • Email address
  • Telephone numbers
  • Business Type
  • Industry

If you contact us, we may keep a record of that correspondence.

We may also ask you to complete surveys that we use for research purposes, although you do not have to respond to them.

If you contact us via our “www.baldwinsaccountants.co.uk/careers” page, we may keep a record of any CV’s and Cover Letters sent.

Details of your visits to our web site and the resources that you access.

RECIPIENTS OF THE PERSONAL DATA

Baldwins are required to transfer the personal information provided by its customers to third parties in order to fulfil contractual obligations. The following are categories of recipients that customer information could be transferred to:

  • Banks
  • IFAs
  • Suppliers (references)
  • Mortgage companies/Building Societies
  • Targets e.g. for CF purposes
  • Introducers e.g. for CF purposes
  • HMRC
  • Other accountants
  • Shareholders and Directors
  • Owner managers
  • Staff of Baldwins
  • Cogital companies
  • Other advisers e.g. Property Valuers
  • Lawyers and barristers e.g. Forensics, Divorce, Family, Criminal
  • Police e.g. criminal cases
  • CPS – criminal cases
  • Government bodies e.g. research or statistical offices, European bodies where we act for MEPs
  • Grant Aid bodies
  • Social Services
  • Investors and other types of lenders
  • Amazon web services
  • Pension Providers
  • Payroll Companies & Intermediaries
  • BACS providers
  • Department of Work & Pensions
  • Child Maintenance Services
  • The Pensions Regulator
  • Charities for the purpose of Give As You Earn
  • Healthcare Companies for Private Medical Insurance Purposes
  • Unions

All information you provide to us is stored on our secure servers. However, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

 

We may disclose your personal information to any member of our group (Baldwins Holdings Ltd), which means our subsidiaries, our ultimate holding company and its subsidiaries, as defined in section 1159 of the UK Companies Act 2006.

 

We will not disclose your information to any of the relevant third parties listed above for marketing purposes.

 

Our Data Protection Officer can provide you with contact details of our third parties upon request if required. You can do this by emailing our Chief Privacy Officer at DPO@baldwinandco.co.uk

 

DETAILS OF TRANSFERS TO THIRD COUNTRIES & SAFEGUARDS

Baldwins store personal data on information systems that require transfer to third countries as follows:

  • MS Office 365
  • Email broadcast system

e.g. USA, controls are in place to ensure that the level of protection is not undermined and that security controls are at a level to commensurate with the type of information being transferred. This is applicable to the Email marketing system. Further information is available on the privacy shield web site:

 

https://www.privacyshield.gov/participant?id=a2zt0000000TOb1AAG.

 

Aside from this, we ensure that all other personally identifiable information held on our customers and employees remains within the EEA.

 

RETENTION PERIOD

Baldwins, retain all customer information for 6 years and contact details for 2 years after they last interacted with us unless:

 

a) you ask us to remove it

b) we believe that you are no longer interested in our business

c) we no longer need it for the purposes it was collected.

Where there has been a period of 5 years and there has been no interaction between the organisation and the customer, their information is erased and securely disposed of.

 

RIGHTS OF DATA SUBJECTS

As a Data Subject (individual) which Baldwins, process information on behalf of, you have the right to request access to, and the rectification or erasure of personal data that we hold about you as well as a right to object to and to a restriction of our processing of your personal data at any given time. You can do this through the contact details provided on page 1 of this policy. You can exercise the right at any time by contacting us at DPO@baldwinandco.co.uk

 

You also have a right to lodge a complaint with the Supervisory Authority (Information Commissioners Office (ICO) in the UK – at www.ico.org.uk), should you feel that we have not handled your information in line with legislative and regulatory requirements.

 

You have the right to make a Data Subject Access Request to Baldwins, Data Protection Officer if you wish to determine what information we hold on you. We welcome these requests and aim to respond within 72 working hours of receipt.

 

AUTOMATED DECISION MAKING, INCLUDING PROFILING & INFORMATION ABOUT HOW DECISIONS ARE MADE, THE SIGNIFICANCE OF THE CONSEQUENCES

We use email monitoring services to monitor the emails which we send to users. In doing this, we obtain information such as but not limited to:

  • Time of receipt.
  • Time of opening.
  • Device user to open.
  • Location it was opened in.
  • Which parts of the email you interacted with.

We use systems that enable us to link your social media accounts to your account if registered with the same email address. This enables us to tailor our promotions and products as best as possible.

 

IP ADDRESSES

We may collect information about your computer, including where available your IP address, geographic location (if you allow when prompted by your browser), operating system and browser type, for system administration when you access our website or our DataWise platform. We use this information for This is statistical data about our users’ browsing actions and patterns when they access our website – logging IP addresses is used as a security feature of DataWise.

 

COOKIES

To enable our systems to recognise your device and to provide features to you, we use cookies. For more information about cookies and how we use them, please read our Cookie Policy.

 

CHANGING YOUR PRIVACY SETTINGS OR UNSUBSCRIBING FROM OUR PRIVACY POLICY

In the event that you wish to you alter your Privacy settings or opt-out, you are able to do this by emailing our Data Protection Officer at DPO@baldwinandco.co.uk. Our Data Protection Officer shall provide you with contact details of our third parties upon request if required.

 

MARKETING COMMUNICATIONS

We may send out email communication such as our newsletter to keep you up to date with all the latest Data Protection News and offers from the Baldwins Group. If you wish to unsubscribe from these emails you can do so at any time by simply clicking the unsubscribe link from within the footer of the received email and you will be removed from all promotional emails.

 

Please note that even if you decide not to subscribe to, or to unsubscribe, from promotional email messages, we may still need to contact you with important transactional information related to your account and your purchases. For example, even if you have unsubscribed from our promotional email messages, we will still send you confirmations when you confirm services from our Site.

 

WITH REFERENCE TO OUR INSOLVENCY PRACTICE

Use of personal information

 

We process personal information to enable us to carry out our work as insolvency practitioners which includes processing data that was held by companies/individuals before our appointment together with data collected during an insolvency procedure or a fixed charge receivership. Our legal obligation to process personal data arises from work we are required to carry out under insolvency and other related legislation.

 

Insolvency practitioners are Data Controllers of personal data in so far as defined by data protection legislation. Baldwins Restructuring & Insolvency will act as Data Processor on their instructions about personal data in relation to an insolvency procedure or fixed charge receivership.

 

Personal data will be kept secure and processed only for matters relating to the insolvency procedure being dealt with.

 

The data we may process

 

The personal data insolvency practitioners may process in most cases will be basic details that may identify an individual and will typically be sufficient to allow us to carry out our work as insolvency practitioners, for example, dealing with the claims of individuals who are owed monies by the companies/individuals over whom we have been appointed.

 

However, insolvency practitioners may be appointed over entities that process personal data that is considered more sensitive, for example health records and this sensitive data will usually have been created before our appointment.  Although we will take appropriate steps to safeguard sensitive data (or to destroy it where it is appropriate to do so), subject to limited exceptions, for example, where we identify previous conduct and/or action that requires further investigation, we will not be processing sensitive data.

 

Sharing information

 

We may share personal data with third parties where we are under a legal or regulatory duty to do so, or it is necessary for the purposes of undertaking our work as insolvency practitioners. We may also share personal data to lawfully assist the police or other law enforcement agencies with the prevention and detection of crime, where disclosure is necessary to protect the safety or security of any persons and/or otherwise as permitted by the law.

 

How long will we hold it?

Personal data will be retained for as long as any legislative or regulatory requirement requires us to hold it.  Typically, this may be up to 6 years after which it will be destroyed.

 

What are your rights?

You have the right to receive the information contained in this document about how your personal data may be processed by us.

 

You also have the right to know that we may be processing your personal data and, in most circumstances, to have information about the personal data of yours that we hold, and you can ask for certain other details such as what purpose we may process your data for and how long we will hold it.

 

Individuals have the right to request that incorrect or incomplete data is corrected and in certain circumstances, you may request that we erase any personal data on you which may be held or processed as part of our work as insolvency practitioners.  If you have any complaints about how we handle your personal data, please contact Andrew Long on DPO@baldwinandco.co.uk so we can resolve the issue, where possible. You also have the right to lodge a complaint about any use of your information with the Information Commissioners Office (ICO), the UK data protection regulator.

 

CHANGES TO OUR PRIVACY POLICY

We may change this Privacy Policy from time to time.

 

If we make significant changes in the way we treat your personal information, or to the Privacy Policy, we will make that clear on our websites or by email, so that you are able to review the changes.

 

CONTACT

Questions, comments and requests regarding this privacy policy are welcomed and should either be emailed to DPO@baldwinandco.co.uk or addressed to Baldwins Churchill House, 59 Lichfield Street, Walsall, West Midlands, WS4 2BX

WK Corporate Finance
WK Financial Planning
WK Cashflow