template

Data Retention Policy (UK GDPR, EU GDPR, DPA 2018)

by
Genie Team
Genie Team
Nov, 07 2023

When to use this template

The Data Retention Policy (UK GDPR, EU GDPR, DPA 2018) template serves as a standardized document for organizations operating in the United Kingdom, providing guidelines on the lawful retention and management of personal data. With a focus on compliance with the UK General Data Protection Regulation (UK GDPR), the European Union General Data Protection Regulation (EU GDPR), and the Data Protection Act 2018 (DPA 2018), this policy outlines the obligations and responsibilities that businesses must adhere to when collecting, processing, and storing individuals' personal data.

The template addresses key aspects of data retention, including the lawful basis for processing, the specific purposes for which data is retained, the retention periods for different categories of personal data, and the measures taken to ensure data security during retention. It also covers procedures for periodic review and disposal of unnecessary or obsolete data, limiting data access to authorized individuals, and handling requests for data erasure or rectification.

By utilizing this template, organizations can establish a comprehensive data retention policy that aligns with UK legal requirements and guarantees compliance with data protection regulations. This policy not only helps to protect individuals' privacy rights but also reinforces trust between businesses and their customers, safeguarding sensitive information and ensuring its responsible handling throughout its lifecycle.

Key issues covered in this template

  • Data Protection Officer

  • Data destruction

  • Data retention periods

  • Employee consultation and compliance

  • Policy covers all data that the company holds or has control over

  • Records management

  • Types of data and data classifications

  • Storage, back-up and disposal of data

  • Breach reporting policy and audits

  • Record retention schedule (optional)

  • N/A

What to watch out for

  • The policy should describe how data should be managed from creation to disposal

  • The policy should help the controller to demonstrate compliance with GDPR and DPA

  • The policy should include a retention schedule

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Used by

Author

Genie Team

Genie Team

@genieteam
Genie AI Team

The Genie Team consists of lawyers and paralegals. Our aim is to open source the law and provide high quality, regularly reviewed legal documents.

LGM Developments Ltd
The Sleepexchange Ltd
Kathleen Verghese
Vonem
Black Mountain
Mirantis
Matte Cat
Arxada
ATMECS Global
PIN-IT USA
Sentura Group
Retail Impact
+223 more
Technology
22%
Consultancy
14%
Other
7%
Education
7%
Legal Services
6%
Consumer, Public & Health Services
5%
Real Estate
4%
Finance
4%
Media
4%
Retail
4%
Energy
3%
Sport & Entertainment
3%
Construction
3%
Transport
3%
Manufacturing
3%
Agriculture, Forestry and Fishing
2%
Insurance
2%
Wholesale
2%
Public Administration
1%
Mining
1%

a year ago

Genie

Genie Team

Formatting and definitions, lot of questions regarding who is intended audience.

a year ago

Genie

Genie Team

Template description improved

a year ago

Genie

Genie Team

Update with new template

a year ago

Genie

Genie Team

Update with new template

2 years ago

Genie

Genie Team

This template's key issues were amended to better reflect the contents of the document. The guidance notes were adjusted to include more context on how/when to use the document. The format of the document was amended to ensure consistency and readability.

2 years ago

Genie

Genie Team

First release with clause summaries

Additional information

Business categories

Relevant sectors

Agriculture, Forestry and Fishing

Mining

Construction

Transport

Wholesale

Manufacturing

Energy

Retail

Finance

Real Estate

Consumer, Public & Health Services

Media

Insurance

Legal Services

Education

Technology

Sport & Entertainment

Consultancy

Public Administration

Other

Relevant company sizes

1 - 3

20 - 49

250 - 999

4 - 19

50 - 249

1000 +

Governing law

England and Wales

Language

English UK

Gender neutral

Yes