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Financial Deputyship Privacy Notice

The purpose of processing

Public authorities are appointed by the Court of Protection to manage the finances, property and affairs of people who lack mental capacity and are responsible for their income and assets and the management of their finances, property and affairs in their best interest.

Data Subjects

Adults lacking capacity to manage their Finances, Property and Affairs who do not have an appropriately authorised adult to act on their behalf; their family members and contacts.

Personal Data

Name
Date of birth
Address and Contact Details
Personal Financial Information
Benefits Information
National Insurance Number
Mental Health
Learning Difficulties
Ethnicity
Religion and Religious Beliefs
Financial Information necessary in relation to managing the client’s finances under Court Order

How is it used?

Management of all aspects of the data subject's personal finances in line with the Court Order including but not exclusively: payment of bills, management of payments, income and benefits, acting on behalf of data subject online where necessary (setting up and administering email accounts and user registrations), liaising with the Department for Work & Pensions (DWP), Provision of information to the Court of Protection for a Deputy application, reporting to the Office of the Public Guardian at least annually and any other aspect of managing personal finances, property and affairs for the client.

Profiling and Automated Decision Making

Not applicable

Legal Basis for Using Your Data

GDPR condition relied upon for processing personal data:

Article 6.1 e - Exercise of official authority
MCA 2005

GDPR condition relied upon for processing special category data

Article 9.2 h - Provision of health or social care

Sharing of personal data with External Recipients

Personal Data is shared with the Court of Protection, Office of the Public Guardian, DWP, HMRC, Social Work Teams, Care and Support Agencies and any other organisation or person deemed necessary in order to exercise our duty under the Court Order in managing the client’s finances in their best interest. Only necessary and relevant data will be shared and this will be limited to the requirement of each individual situation and occasion.

How long is the personal data retained by the Council?

Personal data relating to the management of Deputyship clients will be held for 6 years plus the current year from notification of the client’s death or discharge of the Local Authority from the Deputyship Court Order.

Questions or concerns?

Please email data_protection@bathnes.gov.uk 

Appeals to the Information Commissioner’s Office

If you are unhappy about the way we have treated your personal data, or feel we have not properly respected your data subject rights, you have the right to contact the Information Commissioner’s Office (ICO) and tell them about this.

You can also contact the ICO by phone on 0303 1231113.