Privacy notice - My Money service
My Money is a holistic early intervention and prevention service designed to deliver personalised support to individuals who would not normally access mainstream financial support. The service is available to anyone with a Glasgow city postcode.
Wheatley Foundation will be the "data controllers" of the personal information you provide to us. This information is required to assess your eligibility for assistance and to help you access specific services, as more fully described in this Privacy Notice.
Our Data Protection Officer is Ranald Brown who can be contacted on #firstname.lastname@example.org.
What we need
When you start working with the My Money service we will ask you for information about yourself and your background. In accordance with European Social Fund Participant Guidance, you will be asked to provide documentation to evidence the following:
- legal right to reside in the UK
- employment status
- education status
- housing status
- equality information – for example, disability, ethnic origin.
- documentation to verify your contact details - for example name, address, email address, date of birth, National Insurance number
- in work poverty – Bank statement or award letter detailing in-work benefits, for example Working Tax Credits, Income support (if less than 16 hours a week), Child Benefit, Housing Benefit.
- lone parent – Award letter detailing benefits, for example Child Benefit, Housing Benefit, Council Tax Reduction.
Why we need your personal information – public task
The legal basis which allows for processing of your personal data is Article 6(1) (e) public task as the processing is necessary for implementation of the My Money project – a task carried out in the public interest in a partnership between Wheatley Group, The National Lottery Community Fund and The European Social Fund.
The Wheatley Foundation secured funding through the European Social Fund programme to deliver this service. The Scottish Government is the Managing Authority of this funding stream.
We will use your information to:
- offer support and advice
- help you to access specific services
- help you increase your money management skills
- reducing debt as a barrier to social inclusion.
We need your personal information to allow us to assess the evidence of your eligibility on the programme, progression and results/outcomes and analysis for programmes funded by European Social Fund and The National Lottery Community Fund. Our funders require this information so they can meet the legal obligations placed on them by the European Commission.
Other uses of your personal information
We may ask you if we can process your personal information for additional purposes. For example, in order to evaluate the performance of the programme we may ask you to complete questionnaires issued by or on behalf of Wheatley Group, and to participate in evaluations that Wheatley Group or its representatives may conduct. Where we do so, we will provide you with an additional privacy notice with information on how we will use your information for these additional purposes.
How we protect your personal information
Your personal information is stored on our CRMS (electronic filing system) called FORT which may be copied for testing, backup, archiving and disaster recovery purposes. This is only accessible by employees, approved delivery partners and The National Lottery Community Fund for the purposes of the My Money programme. All data is held within the UK.
If any of your personal information is transferred out with the European Union or the European Economic Area by any of our contractors we will ensure that there are adequate safeguards in place to protect your personal information in accordance with the General Data Protection Regulations and applicable UK Data Protection Legislation.
How long we keep your personal information
We will only keep your personal information for as long as is necessary to provide you with services and to meet the requirements of our funders. We are required to keep your information until 31 December 2023. This is a legal requirement in line with ESF Document Retention Guidance.
We have a data retention policy that sets out the periods for retaining and reviewing all information that we hold. This sets out different retention periods and you can request a copy by contacting us at 0141 274 8514 or email@example.com
You can exercise any of the following rights by writing to us at 25 Cochrane Street, Glasgow, G1 1HL or firstname.lastname@example.org
Your rights in relation to your personal information are:
- you have a right to request access to the personal information that we hold about you by making a "subject access request";
- if you believe that any of your personal information is inaccurate or incomplete, you have a right to request that we correct or complete your personal information;
- you have a right to request that we restrict the processing of your personal information for specific purposes; and
- if you wish us to delete your personal information, you may request that we do so.
Any requests received by Wheatley Foundation will be considered under applicable data protection legislation. If you remain dissatisfied, you have a right to raise a complaint with the Information Commissioner's Office at www.ico.org.uk
If you would like to see a copy of the Scottish Government privacy notice for ESF participants please click on the link.
The accuracy of our information is important to us. Please help us keep our records updated by informing us of any changes to your personal information.
Changes to our Privacy Notice
Our Privacy Notice is regularly kept up to date and this version was updated on 26 October 2018. The latest full version is always available from our website.