Data about partners and staff of the firm, consultants, secondees (including referandars), those on work experience, temporary staff, former partners and staff, next of kin, spouses, beneficiaries

  What we collect Source Purpose Legal basis Recipients
Contact information (work) Name

Work address

Landline/mobile phone or fax numbers

Email addresses

Individual himself or herself

Recruitment agency

For contacting individuals where we need to do so in the individual’s capacity as employee or member (partner)

Security and prevention of crime

Our legitimate interest in processing such information in the course of their employment or their role as a member (partner) of the firm Our clients

Other professional advisers of our clients

Other parties and/or their professional advisers involved in matters where required as part of the conduct of matters

Government bodies (such as HMRC) Courts, tribunals, local authorities, the Land Registry, where required as part of the conduct of matters

UK regulatory and law enforcement bodies, where required of us under UK law or regulation (for example the SRA)

Compilers of legal directories (where the individual has been involved in a matter that is submitted

Our service providers (such as data storage, typing, administrative support and audit)

Contact information (personal) and other personal information Home address

Landline/mobile phone numbers

Email addresses

Previous addresses

Emergency contact details

Date of birth

Marital status

Next of kin, spouse, beneficiaries’ names and contact details

Health data of individual

Health data of spouse and/or children when added to firm’s private healthcare scheme

Sickness records and details

Occupational health reports – and pre-employment screening

Dietary information

Individual himself or herself

Health professionals (for health data)

BUPA

In order to keep appropriate employment records

For contacting individuals where we need to do so in the individual’s capacity as employee or member (partner)

For obtaining/verifying evidence of identity

For contacting next of kin, spouses and beneficiaries if the circumstances require (including notifying such persons of their entitlements to benefits as a result of the death or incapacity of the individual)

Access to medical reports for employment purposes (including to manage performance)

Security and prevention of crime

For catering purposes

Our legitimate interest in processing such information in the course of their employment or their role as a member (partner) of the firm

Compliance with a legal obligation

Schedule 1, Part 1(1)(1)(a) of the Data Protection Act 2018

UK regulatory and law enforcement bodies, where required of us under UK law or regulation (for example the SRA)

Our service providers (such as data storage, typing, administrative support and audit)

Health data may be provided to medical professionals

Employment information: Position/Title

Employment history and CV

References from previous employers

Professional specialisms

Education, qualifications and qualification certificates

Disciplinary records

Performance records

Appraisals

Performance feedback

Interview notes

Languages spoken

Practicing certificate details and caveats

Practicing certificate status

Professional indemnity information

Various test scores as appropriate – MOT, 16pf, Watson Glazer, professional qualifications

Working patterns (days worked and non-work days)

Individual himself or herself

Recruitment agency

Previous employers

SRA/Law Society

External testing/assessment body

In order to keep appropriate employment records

For assessing their continued suitability for their role

For planning progression

For compliance with SRA professional qualification requirements

 

Our legitimate interest in processing such information in the course of their employment or their role as a member (partner) of the firm

Our legitimate interests in performing our instructions.

The legitimate interest of our client in us performing its instructions.

Our clients

Other professional advisers of our clients

Other parties and/or their professional advisers involved in matters where required as part of the conduct of matters

Compilers of legal directories (where the individual has been involved in a matter that is submitted)

Our service providers (such as data storage, typing, administrative support and audit)

Financial information Bank details

Transaction history

Salary and benefits

Life insurance

Statement of wishes – death in service

Pension

Tax-related information

National Insurance number

Payroll documentation – P45 / P60 / P11D

Individual himself or herself To pay or compensate the individual

In order to keep appropriate employment records

In order to allow the individual to receive pension and other benefits

In order to allow nominated family members or beneficiaries to receive benefits or insurance funds

Our legitimate interest in processing such information in the course of their employment or their role as a member (partner) of the firm

The individual’s legitimate interest in being paid as an employee or compensated for being a member (partner) of the firm

Consent

Our bank

Our accountants/auditors

Third party payroll processors

Government bodies (such as HMRC)

Third party providers of benefits (such as childcare vouchers, life insurers, pension providers)

ID document information Information contained in or provided to us as part of our recruitment or take on process. This includes details included in copy personal photo and residential ID documents we receive

Visa documentation (right to work in the UK)

Individual himself or herself For obtaining/verifying evidence of identity

In order to keep appropriate employment records

In order to confirm that the individual is entitled to work in the UK

Security and prevention of crime

Our legitimate interest in processing such information in the course of their employment or their role as a member (partner) of the firm

Compliance with a legal obligation

Our bank

Government bodies (such as HMRC)

UK regulatory and law enforcement bodies, where required of us under UK law or regulation (for example the SRA)

Our service providers (such as data storage, typing, administrative support and audit)

Criminal record DBS check (basic disclosure) Third party service provider To satisfy our legal obligations as their employer or as the firm to which members belong

Security and prevention of crime

Compliance with a legal obligation

Schedule 1, Part 1(1)(1)(a) of the Data Protection Act 2018

Third party service provider

UK regulatory and law enforcement bodies, where required of us under UK law or regulation (for example the SRA)

Photographic or video images and security card reports Images via CCTV, including work areas

Entrance/exit dates/times

Movement within the building via security card system

Individual himself or herself

Our CCTV and door access control system

Security and prevention of crime Our legitimate interest in maintaining a safe environment and in preventing and detecting crime Law enforcement authorities.