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Name of Organisation:        Institute of Health Visiting

Responsible Director:          Chief Executive

Data Protection Officer:      Head of Operations

 

Item

Retention period

HUMAN RESOURCES RECORDS

General HR and training records (including disciplinary records and working time records)6 years after end of employment
Redundancy details, calculations of payments, refunds, notification to the Secretary of State6 years from the date of redundancy
Documents relating to payroll and wages (also overtime, bonuses, expenses)6 years
Records relating to statutory maternity pay, including calculations, certificates, or other medical evidence3 years after end of tax year to which they relate
Statutory Sick Pay records, calculations, certificates, self-certificates3 years after the end of the tax year to which they relate
Application forms and interview notes (for unsuccessful candidates)One year
Medical records40 years from the date of the last entry
Retirement Benefits Schemes – records of notifiable events, for example, relating to incapacity6 years from the end of the scheme year in which the event took place
Accident books, accident records/reports3 years after the date of the last entry (except for accidents involving chemicals or asbestos)
External consultants (self-employed)2 years from last assignment

FINANCIAL RECORDS

Accounting records3 years for private companies, 6 years for public limited companies
Income tax and NI returns, income tax records and correspondence with the Inland RevenueNot less than 3 years after the end of the financial year to which they relate
Gift Aid7 years

INSURANCE RECORDS

PoliciesIn perpetuity
Documents relating to claims3 years after resolution

RESEARCH

Participant identifiable data5 – 7 years depending on study
Participant contact details3 months after end of study
Participant consent forms5 years

MEMBERSHIP & EVENTS PARTICIPANTS

Members and Friends3 years after leaving
Conference, seminar and training events participants3 years after last event
Trained Champions5 years from the date of their original training

 

Version 1.2 , May 2018