Privacy notice for Rothesay Foundation

The Rothesay Foundation is a registered charity (no. 1189490). Our registered office address is The Post Building, 100 Museum Street, London WC1A 1PB.

This privacy notice applies to all situations where you interact with the Rothesay Foundation. 

We are a controller under data protection laws. This privacy notice explains how we use and look after your personal data. This privacy notice also tells you about your privacy rights and how the law protects you. 

This privacy notice contains information about:

• The personal data that we process as a controller
• Where the personal data has been obtained
• The reasons why we process your personal data and the lawful basis we use to do so
• The security measures that we have in place to keep your personal data secure
• The length of time we store your personal data for
• The organisations, or categories of organisation, with whom we might share your personal data
• International transfers of your personal data
• The rights you have under data protection laws in relation to our processing of your personal data

Please note that we may change this privacy notice from time to time.

To request a printed copy of this privacy notice please contact us using the contact details contained in the part of this privacy notice headed Contact details.

The categories of personal data we process include the following:

1. Contact details

Personal data in this category includes:

• Name
• Address and contact information (telephone, email and postal address)
• Date of birth
• Rothesay policy number
• Your preferred way to be contacted (post, email, phone)

2. Support requirements

This may include support requirements or accommodations to access our services and can also include dietary requirements and emergency contact details.

3. Feedback

Any feedback you provide on the programmes or campaigns we run or offer and any other personal information which you choose to share through surveys.  

Personal data will usually be collected from you directly.

There will be instances where we collect personal data from other sources. This includes tracing agencies and mortality screening companies to check whether we hold your correct address and status.

The table below provides details of the purpose and the lawful bases upon which we process personal data.

Our commitment to corporate security is demonstrated through the implementation of policies, controls and procedures, which are externally certified and audited to the international information security standard, ISO 27001:2013.

Our security policies, controls and procedures are regularly reviewed and updated so that we maintain good practices across our business to keep your information safe.

We have contractual arrangements in place with all of our service providers who process personal data which are compliant with data protection laws. We regularly check that our service providers are complying with their contractual commitments. This includes assessing and reporting on our service providers’ information security controls to check their compliance using questionnaires and/or on-site audits.

We will only keep your personal data for so long as we reasonably require it and, in any event, only for as long as our internal rules and polices allow us to fulfil our business or legal and regulatory obligations.

We share personal data  with a variety of other companies to operate our business. However, we only share the personal data where necessary to help us satisfy one or more of the reasons for processing set out above.

We have detailed the types of companies with whom we currently share personal data below.

1.  IT service providers

Our main IT infrastructure and core software for our website are provided by Microsoft. This means that the personal data we process is stored on Microsoft’s IT systems.

Where personal data is transferred to and processed in a country outside of the UK or the EEA (as applicable), we take steps to provide appropriate safeguards to protect your personal data, including by entering into approved standard contractual clauses obliging recipients to protect your personal data and only transferring personal data to the extent that an adequate level of protection for the rights and freedoms of data subjects in relation to the processing of personal data is ensured in compliance with data protection laws.

If you want further information on the specific mechanisms used by us when transferring your personal data outside of the UK or EEA, please contact us using the details contained in the part of this privacy notice headed Contact details.

Under certain circumstances, you have the following rights under data protection law:

• The right of access to personal data relating to you (known as Subject Access Requests)
• The right to correct any mistakes in your personal data
• The right to require us to delete your personal data
• The right to restrict our processing of your personal data
• The right to object to us processing your personal data, including for marketing purposes
• The right to have your personal data provided to another controller

How to exercise your rights

If you wish to exercise any of your rights, please contact us using the details contained in the part of this privacy notice headed Contact details.

How to contact us regarding this privacy notice

You may want to contact us to:

• Ask any questions you have in relation to the information contained in this privacy notice
• Exercise any of your rights under the data protection laws
• Request a printed copy of this privacy notice printed in large print or braille
• Request an audio version of this privacy notice
• Make a complaint (see below)

To contact us you can email our Data Protection Officer (DPO) at dpo@rothesay.com or write to:

Data Protection Team, Rothesay Life Plc, The Post Building, 100 Museum Street, London WC1A 1PB

If you live within the European Union, you can also contact our European representative. Their details are as follows:

Address: Bird & Bird GDPR Representative Services SRL, Avenue Louise 235, 1050 Bruxelles, Belgium.

Or email: EUrepresentative.Rothesay@twobirds.com

How to make a complaint

If you have a problem or concern relating to the ways we process your personal data or the contents of this privacy notice, please contact us in the first instance.

We hope that we will be able to address the problem or concern to your satisfaction. However, you also have the right to make a complaint to the Information Commissioner’s Office. The process for making a complaint to the Information Commissioner’s Office is available here: 

www.ico.org.uk/make-a-complaint

Their contact details are as follows:

Address: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

Or phone: 0303 123 1113

ico.org.uk