In the EU’s General Data Protection Regulation (GDPR), Personal Data is defined as “…any information relating to an identified or identifiable natural person (“data subject”); an identifiable person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that person.”
How we use your information
- Correspond with you by letter, email or text message
- Prepare your Will or Lasting Power of Attorney
- Make and preserve file notes, invoices, correspondence and drafts of the documents that you have instructed us to prepare
- Organise remote storage of your signed Will with the National Will Archive if you instruct us to do so
Why do we need to collect and store personal data?
In order for us to do any of the above, we must collect and store your data firstly for correspondence purposes. We will ensure that the information collected will only be used for its intended purpose and does not constitute an invasion of your privacy.
Paget Will Writing Ltd may wish to contact you for marketing purposes, however we would contact you for additional consent for that purpose if not already given. An example is where you provide a testimonial for the company’s website. This would only be posted with your consent.
Will we share your personal data with anyone else?
We may need to pass your details on to third parties in order to fulfil our contract with you. Any third parties to whom we do pass your details are obliged to store your details securely and only process them if responding to a direct request on our behalf. For example, we may email an encrypted draft of your will to the Society of Will Writers’ Technical Advice department for advice if your will involves complex drafting. If you have instructed us to arrange remote storage of your will with National Will Archive, it is necessary to supply your contact details for processing in order to produce a Certificate of Safe Custody and documentation for retrieval of the will in due course. When the time comes that the SWW no longer require your personal data, they will dispose of this accordingly and in line with our company policy. If we wish to pass your personal data to a third party, we will only do so with your explicit consent, unless we are legally obliged to do otherwise.
How will we use the personal data we collect about you?
Processing data constitutes as collecting, storing and using. We will process this data in accordance with the GDPR. The GDPR sets out 6 lawful purposes for processing personal data as follows:-
- Performance of the contract between the data controller (Paget Will Writing Ltd) and you (the data subject)
- To process data in the public interest
- To carry out the legitimate interests of the data controller (provided that those legitimate interests do not override the fundamental rights and freedoms of the data subject.
We will do our utmost to keep your information accurate and up to date and not keep it longer than is necessary. Paget Will Writing Ltd may issue occasional reminders to all customers to keep their contact details up to date and will update them accordingly.
Please be advised that there is information that we are required to keep in accordance with the law, such as information needed for Paget Will Writing Ltd’s tax and audit purposes. Personal data may be held for longer than these periods, however this will depend on the individual needs of the company.
Under what circumstances will we contact you?
We will only ever contact you when necessary, or when you have requested that we do so. We do not mean at any point to be intrusive or ask for unnecessary information. We will do our best to ensure that the information we hold is as secure as possible to minimise the risk of unauthorised access or disclosure.
Can you find out about the personal data that we hold about you?
If you want to see what personal data we hold on you and how it is processed, you may contact us to request this. This is known as a Data Subject Access Request (DSAR) and you must request this in writing (either by post or email), providing the necessary identification before any information is released. If Paget Will Writing Ltd does store any of your personal data, you may request information on the following:
- Identity and the contact details of the person or organisation that has determined how and why to process your data. In some cases, this will be a representative in the EU.
- Contact details of the GDPR owner, where applicable.
- The purpose of the processing as well as the legal basis for processing.
- If the processing is based on the legitimate interests of Paget Will Writing Ltd or a third party, information about those interests.
- The categories of personal data collected, stored and processed.
- Recipient(s) or categories of recipients that the data is/will be disclosed to.
- If we intend to transfer the personal data to a third country or international organisation, information about how we ensure this is done securely. The EU has approved sending personal data to some countries because they meet a minimum standard of data protection. In other cases, we will ensure there are specific measures in place to secure your information.
- How long the data will be stored.
- Details of your rights to correct, erase, restrict or object to such processing.
- Information about your right to withdraw consent at any time.
- How to lodge a complaint with the supervisory authority.
- Whether the provision of personal data is a statutory or contractual requirement, or a requirement necessary to enter into a contract, as well as whether you are obliged to provide the personal data and the possible consequences of failing to provide such data.
- The source of personal data if it wasn’t collected directly from you.
- Any details and information of automated decision making, such as profiling, and any meaningful information about the logic involved, as well as the significance and expected consequences of such processing.
What forms of ID will you need to provide in order to access this?
Paget Will Writing Ltd will accept the following forms of ID when information on your personal data is requested:
Passport; Photo Driving Licence; Utility Bill (from the last three months); Notarised ID Document;
Contact details of the GDPR Owner
If you wish to submit a DSAR, or have any questions regarding this privacy statement, you must do so in writing using the following information.
To make this site simpler, small data files are placed on your computer. These are known as cookies. Most big websites do this too.
They improve things by:
- remembering settings, so you don’t have to keep re-entering them whenever you visit a new page;
- remembering information you’ve given (e.g. your postcode) so you don’t need to keep entering it;
- measuring how you use the website so we can make sure it meets your needs.
Our cookies aren’t used to identify you personally. They’re just here to make the site work better for you. Indeed, you can manage and/or delete these small files as you wish.
You can opt out of Google Analytics cookies for all sites.
To learn more about cookies and how to manage them, visit AboutCookies.org.
i) First Party Cookies
These are cookies that are set by this website directly.
There are also cookies that store basic data on your interactions with WordPress, the CMS running this website.
ii) Third Party Cookies
These are cookies set on your machine by external websites whose services are used on this site. Cookies of this type are the sharing buttons across the site allow visitors to share content onto social networks. Cookies are currently set by Twitter, Facebook and Google+. If you want to prevent sites setting third party cookies, instructions to do so are here.
iii) Log Files
Log files allow us to record visitors’ use of the site. These logs are automatically generated from all our visitors, which we use to make improvements to the layout of the site and to the information in it, based on the way that visitors move around it. Log files do not contain any personal information about you.
Links to other websites
Our website contains links to our sister company Paget Reid York and to Facebook. You should note, that if you click through to either of these external sites, we do not have control over that site. We cannot be responsible for the protection of any information that you provide to these other websites as they are not governed by this privacy statement. You should always exercise caution and look at the privacy statement of whichever website it is that you are visiting.