Privacy Policy
Privacy Policy
Privacy Policy
V.07 August 2023
Beswicks Legal respects your privacy and is committed to protecting your personal data. This privacy notice outlines the basis on which any personal data we collect from you, or that you provide to us, will be processed by us and will also tell you about your privacy rights and how the law protects you. This privacy notice relates to our processing of your personal data where you are our client or are a prospective client (whether as an individual/ consumer or as an authorised representative of a business) or are a third party who interacts with us (including by visiting our website).
1. Who we are
We are Beswicks Solicitors LLP (“we”, “us”, “our”), an English law firm trading as Beswicks Legal (OC322184) and regulated by the Solicitors Regulation Authority (SRA registration number: 533645). Our registered address is West Court, Campbell Road, Stoke on Trent ST4 4FB. We are the data controller and are responsible for your personal data.
We are registered with the Information Commissioner’s Office (“ICO”) with registration number Z7418848. This registration covers the uses of personal information set out below in this privacy notice.
We have appointed a data protection compliance manager who is responsible for overseeing questions in relation to this privacy notice. If you have any questions about this privacy notice, including any requests to exercise your legal rights, please contact the data protection compliance manager using the details set out below.
Contact details
Our full details are:
Full name of legal entity: Beswicks Solicitors LLP
Name or title of data protection compliance manager: Nick Phillips, Managing Partner
Email address: nick.phillips@beswicks.com
Postal address: West Court, Campbell Road, Stoke on Trent ST4 4FB.
Telephone number: 01782 205000
You have the right to make a complaint at any time to the ICO, the UK supervisory authority for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us in the first instance.
Changes to the privacy notice and your duty to inform us of changes
We may change this privacy notice from time to time. Any changes we make to this privacy notice in the future will be posted on our website and, where appropriate, notified to you by email. This version was last updated in April 2023.
It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.
2. The data we collect about you
Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).
We may collect, use, store and transfer different kinds of personal data about you depending on the nature of services we are providing and what we are contracted to do for you or the business on whose behalf you are acting. We have grouped together the types of personal data as follows:
- Identity Data – includes first name, maiden name, last name, username or similar identifier, marital status, title, date of birth, gender, proof of address documents and photographic identification.
- Contact Data – includes residential address, billing address, delivery address, email address and telephone numbers.
- Financial Data – includes bank account and payment card details.
- Transaction Data – includes details of legal services you have instructed us in respect of.
- Technical Data – includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access our website.
- Usage Data – includes information about how you use our website and our services.
- Marketing and Communications Data – includes your preferences in receiving marketing from us and our third parties and your communication preferences.
We also collect, use and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data may be derived from your personal data but is not considered personal data in law as this data does not directly or indirectly reveal your identity. For example, we may aggregate your Usage Data to calculate the percentage of users accessing a specific website feature. However, if we combine or connect Aggregated Data with your personal data so that it can directly or indirectly identify you, we treat the combined data as personal data which will be used in accordance with this privacy notice.
Where it is necessary to act in your best interests, and for the establishment, exercise, or defence of your legal matter (or as otherwise authorised by data protection laws), we may need to process information in accordance with this privacy notice which is sensitive in nature such as details about your race or ethnicity or information about your health. If you volunteer sensitive personal data, you will be allowing us to process it as part of instructing us in respect of our services.
In certain circumstances, for example, where we provide personal services to you which involves children, we may need to process personal data relating to children. Where this is the case, we shall explain to you why we need the information and how it will be used, both at the time when we collect the data and as your matter progresses.
If you fail to provide personal data
Where we need to collect personal data by law, or under the terms of a contract we have with you or the business on whose behalf you are acting and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you or the relevant business (as the case may be), for example, to provide legal services. In this case, we may have to cancel such services but we will notify you if this is the case at the time.
3. How is your personal data collected?
We use different methods, directly or indirectly, to collect data from and about you including through:
Direct interactions. You may give us your Identity, Contact and Financial Data by filling in forms or using the payment page on our website, via our information technology systems, or by corresponding with us by post, phone, email, social media or otherwise. This includes personal data you provide when you:
- make an enquiry about our services;
- subscribe to our publications;
- request marketing to be sent to you; or
- give us some feedback on the services we provide.
Automated technologies or interactions. As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies, server logs and other similar technologies. Please see our cookie policy for further details.
Third parties or publicly available sources. We may receive personal data about you from various third parties and public sources. When we obtain information about you from third parties or publicly available sources rather than from you directly, we will notify you of any relevant information obtained, for example, the type of personal data, within a reasonable period. Some examples of third parties or publicly available sources and the type of personal data received include:
- Identity and Contact Data from other parties involved in the legal matter (for example, the solicitor acting on behalf of the other party or financial institutions) and/or other professional services firms (such as accountants and tax specialists);
- Identity and Contact Data from publicly availably sources such as Companies House and HM Land Registry;
- Technical Data from analytics providers such as Google in connection with the use of our website.
- Identity Data from third party credit reference agencies and identity proofing database solutions, such as TransUnion. Please see link to TransUnion’s privacy notice (https://www.transunion.co.uk/legal-information/bureau-privacy-notice) which explains more information about TransUnion’s activities.
Please note, if you are not our client your personal data may be processed by us to enable us to provide legal services to our client. In such circumstances, it is in the legitimate interests of our client for us to carry out such processing. We may also have to use your personal data to comply with our own legal and regulatory obligations. Should you have any questions in relation to how your personal data is being used by us, please contact us using the details set out above.
Information collected from you about others
When you provide personal information to us which does not relate directly to you but is personal information of a third party (for example, details of other officers or employees where our client is the business on whose behalf you are acting or details of family members where we are providing personal services to you), you confirm that you are authorised to do so and shall ensure that this privacy notice is brought to the attention of such individuals so that those individuals understand how their data will be used by us. We will hold and use such personal information in accordance with this privacy notice and data protection laws.
Third-party links on our website
Our website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy notice of every website you visit.
4. How we use your personal data
We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:
- Where we need to perform the contract we are about to enter into or have entered into with you.
- Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
- Where we need to comply with a legal or regulatory obligation, such as legal obligations in relation to anti-money laundering laws and regulations
See below to find out more about the types of lawful basis that we will rely on to process your personal data.
We do not use your information for automated decision making.
Generally, we do not rely on consent as a legal basis for processing your personal data except in those circumstances set out in the table below relating to sending direct marketing communications via email if you are not an existing client or business contact or as otherwise set out in this privacy notice. You have the right to withdraw consent to marketing at any time by following the links on any marketing message sent to you or by contacting us.
Purposes for which we will use your personal data
We have set out below, in a table format, a description of all the ways we may use your personal data, and which of the legal bases we rely on to do so. We have also identified what our legitimate interests are where appropriate.
Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data. Please contact us if you need details about the specific legal grounds we are relying on to process your personal data where more than one ground has been set out in the table below.
Purpose/Activity | Type of data | Lawful basis for processing including basis of legitimate interest |
To communicate with you in connection with our services, for example, providing fee estimates in respect of legal work, responding and dealing with your enquiries and requests through our website including online forms, appointment requests and enquiry submissions | (a) Identity
(b) Contact
|
(a) Performance of a contract with you where we have contracted directly with you as an individual/ consumer, sole trader or a general or limited partnership
(b) Necessary for our legitimate interests where you are acting on behalf of a company or a limited liability partnership (LLP) (to enable us to take instructions and understand the requirements of the company or LLP and provide estimates in terms of the scope of work involved) |
To conduct checks to identify you and verify your identity, establish sources of funding, carry out anti-money laundering and fraud checks (using online search databases provided by a third party) to record you/your business as a new client | (a) Identity
(b) Contact (c) Financial |
(a) Performance of a contract with you where we have contracted directly with you as an individual/consumer, sole trader or a general or limited partnership
(b) Necessary to comply with a legal or regulatory obligation |
To deliver legal services to you where we have contracted directly with you or to deliver services to your company/LLP where you are acting on its behalf
|
(a) Identity
(b) Contact (c) Financial (d) Transaction
|
(a) Performance of a contract with you where we have contracted directly with you as an individual/consumer, sole trader or a general or limited partnership
(b) Necessary for our legitimate interests where you are acting on behalf of a company or an LLP (to run our business effectively and to enable us to act in your best interests as your legal adviser and provide the best possible service to you) |
To manage our relationship which will include:
(a) Notifying you about changes to our terms of business or privacy policy (b) Asking you to complete a survey following delivery of our legal services (c) Responding to any complaints raised in respect of services provided by us |
(a) Identity
(b) Contact (c) Transaction
|
(a) Performance of a contract with you where we have contracted directly with you as an individual/consumer, sole trader or a general or limited partnership
(b) Necessary to comply with a legal or regulatory obligation (c) Necessary for our legitimate interests (to keep our records updated and to evaluate client feedback for the purposes of developing and growing our business) |
To administer and protect our business and our website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data) | (a) Identity
(b) Contact (c) Technical |
(a) Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group restructuring exercise)
(b) Necessary to comply with a legal or regulatory obligation |
To use data analytics to improve our website, services, marketing, client relationships and experiences | (a) Technical
(b) Usage
|
Necessary for our legitimate interests (to define types of clients for our services, to keep our website updated and relevant, to develop our business and to inform our marketing strategy) |
To make suggestions and recommendations to you about services that may be of interest to you/your business and provide legal updates to you/your business
|
(a) Identity
(b) Contact (c) Technical (d) Usage (e) Marketing and Communications Data |
(a) Your consent to the processing where you are not an existing client or business contact.
(b) Necessary for our legitimate interests (to develop our services and grow our business) and that of clients (to whom we have a duty to make aware of other legal services that are relevant to their circumstances) where you are an existing client or a representative of a company or an LLP and have not opted out of marketing messages |
To enable another department within Beswicks Legal, Beswicks Financial or Beswicks Sports to advise or refer you to additional services that might be of benefit to you.
|
(a) Identity
(b) Contact (c) Technical (d) Usage (e) Marketing and Communications Data |
Necessary for our legitimate interest (to develop and grow our business) and that of clients (to whom we have a duty to make aware of other services that are relevant to their circumstances) |
To enable us to contact you if you are a beneficiary in a will where we are administering the estate.
|
(a) Identity
(b) Contact |
(a) Necessary for our legitimate interest to allow us to act in accordance with the deceased’s instructions. |
To carry out associated administration and accounting in relation to your matter, including carry out credit reference checks, manage payments, fees and charges (through a third-party payment platform), and collect and recover monies owed to us | (a) Identity
(b) Contact (c) Financial |
(a) Necessary for the performance of our contract with you
(b) To comply with our professional, legal and regulatory obligations. (c) For our legitimate interests (to carry out credit control, to ensure that our clients are likely to be able to pay for our service, and to recover debts due to us) |
We have set out below further information on the meaning of each of the legal bases for processing set out in the third column of the table above:
Legitimate Interest means the interest of our business in conducting and managing our business to enable us to provide the best service and the best and most secure experience. We make sure we consider and balance any potential impact on you (both positive and negative) and your rights before we process your personal data for our legitimate interests. We do not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law). You can obtain further information about how we assess our legitimate interests against any potential impact on you in respect of specific activities by contacting us.
Performance of Contract means processing your data where it is necessary for the performance of a contract to which you are a party or to take steps at your request before entering into such a contract. Our engagement letter and terms of business sets out the terms of the contract and the services which we will provide.
Comply with a legal or regulatory obligation means processing your personal data where it is necessary for compliance with a legal or regulatory obligation that we are subject to.
Consent means processing your personal data where you have provided a freely given, specific, informed and unambiguous indication of your agreement to us processing your personal data.
Marketing
We strive to provide you with choices regarding certain personal data uses, particularly around marketing. You will only receive marketing communications from us if we have a lawful basis for sending such marketing, details of which can be found in the table above.
Opting out
You can ask us to stop sending you marketing messages at any time by following the opt-out links on any marketing message sent to you or by contacting us at any time.
Cookies
You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of our website may become inaccessible or not function properly. For more information about the Cookies we use on our website, please see our Cookies Policy.
Change of purpose
We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us.
If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.
Please note that we may process your personal data without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.
5. Disclosures of your personal data
We may have to share your personal data with selected people or organisations for the purposes set out in the table in paragraph 4 above. This will include, but is not limited to, sharing personal data with:
- Service providers who provide IT and system administration services, money laundering protection services, credit reference agencies, marketing platforms and website hosting services.
- Professional advisers including lawyers, bankers, auditors and insurers who provide consultancy, banking, legal, insurance and accounting services.
- A court or tribunal where we are acting for you in a dispute or litigation.
- Experts (such as medical and healthcare professionals) to assist with your matter.
- Law enforcement agencies where required by law (e.g. for the prevention of financial crime and terrorism).
- HM Revenue & Customs, regulators and other authorities.
- Departments, agencies and public bodies such as Companies House or HM Land Registry.
- Our regulators, the Solicitors Regulation Authority, in connection with any ongoing regulatory matters.
- Third parties to whom we may choose to sell, transfer, or merge parts of our business or our assets. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy notice.
We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.
6. International transfers
We may need to send your personal data outside of the European Economic Area (EEA). Where your personal data is being transferred outside the EEA, we will carry out an assessment of the level of protection required taking into account the circumstances relating to the transfer. We may, in certain circumstances, need to obtain your consent to the transfer unless there is an overriding legal need to transfer the personal data.
7. Data security
We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.
Where we have given you (or where you have chosen) a password which enables you to access certain parts of our website, you are responsible for keeping this password confidential. We ask you not to share a password with anyone.
We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.
8. Data retention
We will only retain your personal data for as long as necessary to carry out the legal work, and to satisfy any legal, accounting, or reporting requirements.
To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.
All files are kept for a minimum of six years. Details of retention periods for different aspects of your personal data are available in our retention policy which you can request from us by contacting us. The following table shows the suggested retention periods:
Work Type | Retention period |
Conveyancing – acting for purchaser | 13 years |
Conveyancing – acting for vendor on sale of the whole title | 13 years |
Conveyancing – acting for vendor who retains part of the title | 13 years |
Common Law | 7 years |
Probate and Administration – where whole estate is wound up and distributed | 13 years |
Wills | Never to be destroyed |
Matrimonial matters where no continuing obligation exists or from determination of such obligation | 7 years |
All company and commercial matters | 7 years |
Other matters (at discretion) | 7 years |
In some circumstances you can ask us to delete your data: see ‘Request erasure’ below for further information.
Furthermore, in some circumstances we may anonymise your personal data (so that it can no longer be associated with you) for research or statistical purposes in which case we may use this information indefinitely without further notice to you.
9. Your legal rights
Under certain circumstances, you have rights under data protection laws in relation to your personal data. You have the right to:
Request access to your personal data (commonly known as a “data subject access request”). This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.
Request correction of the personal data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.
Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.
Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground as you feel it impacts on your fundamental rights and freedoms. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.
Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data in the following scenarios: (a) if you want us to establish the data’s accuracy; (b) where our use of the data is unlawful but you do not want us to erase it; (c) where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims; or (d) you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.
Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.
Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain services to you. We will advise you if this is the case at the time you withdraw your consent.
If you wish to exercise any of the rights set out above, please contact us.
No fee usually required
You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.
What we may need from you
We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.
Time limit to respond
We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.