Privacy Notice

1.      Julie Jennings & Associates Ltd provide Independent Occupational Therapy and Expert Witness services; office address based at 145 Wakefield Road, Garforth, Leeds LS25 1AT. This privacy notice provides information about the personal information we process about you as a data controller, in compliance with the General Data Protection Regulation (GDPR).

2.      Our ICO registration number is ZA007606

3.      Please contact Julie Jennings at Julie@juliejennings.co.uk with any questions or requests about the personal information we process.

Your Rights

4.      We are committed to protecting your rights to privacy. They include:

  • Right to be informed about what we do with your personal data;

  • Right to have a copy of all the personal information we process about you;

  • Right to rectification of any inaccurate data we process, and to add to the information we hold about you if it is incomplete;

  • Right to be forgotten and your personal data destroyed;

  • Right to restrict the processing of your personal data;

  • Right to object to the processing we carry out based on our legitimate interest;

The personal data we process, why we process it, where it comes from, and the legal basis for doing so:

Legal cases

5.      We process the personal data of individuals who are obtaining legal advice or are engaged in a legal dispute, and also the personal data of witnesses and others with links to the issues in the case.

6.      The personal data may include:

  • Names, contact details and dates of birth;

  • Financial information and bank details;

  • Health information;

  • Information about race, ethnic origin and sex;

7.      The personal data are generally provided by the person instructing us in relation to the legal issues, who is usually a solicitor.

8.      We will also gather additional information during the course of our legitimate business needs and terms of instruction, usually direct via assessment with you.

9.      We process the data because it is in our legitimate interests as an Independent health care practitioner (OT) / Expert Witness to do so. We need to see and analyse documents containing this information in order to provide our advice.

10.   In relation to any special category personal data, such as health records or information concerning, race, ethnic origin, or sex, we rely on the legal claims basis for processing this data, in addition to our legitimate interest.

11.   In many cases, an individual has consented to the transfer of their personal data to us. Where an individual has consented, he or she may easily withdraw it by notifying Julie Jennings at julie@juliejennings.co.uk.

Other personal data

12.   We also process personal data pursuant to our legitimate interests in running our business such as:

  • Invoices and receipts;

  • Accounts, VAT and tax returns;

  • Insurance policies and related documents;

  • Professional subscription documents.

13.   As an employer / sub-contractor, we process personal data further to contracts of employment with our employees. The information includes:

  • Names, addresses and contact details;

  • Pay and bank details, pay slips;

  • Curricula vitae, contracts of employment, references and appraisals;

  • Health information (in reliance on the occupational health exemption contained in the Data Protection Act 2018).

Finally, we run a client relationship management system. Any personal data on the system is held in accordance with the consent of the data subject which can be withdrawn at any time by contacting Julie Jennings & Associates Ltd above.

Retention period

14.  Personal data in legal cases is retained, where necessary, for six years in compliance with our professional indemnity obligations. Where this is not necessary, it is destroyed on the conclusion of the case.

15.  Administrative data is retained for up to six years as necessary, in the unlikely event there are queries from HMRC and the VAT commissioner. Where it is not necessary to retain the data for six years, it is destroyed as soon as possible.

16. Personal data relating to employees / sub-contractors (where necessary) who have left our employment is also retained for up to six years as necessary. This is the time limit for bringing a breach of contract claim. In some case we destroy it as soon as the employee leaves.

Whom do we share personal data with?

17.  We share personal data internally strictly on a need to know basis.

18.   Special category data and personnel files held electronically are encrypted with restricted access. Hard copy special category and other personal data is stored securely with restricted access.

19.  We do not share personal data with anyone external to the organisation, other than with:

  • Those who have instructed us as an expert witness or retained our services as Independent OT practitioners

  • Outsourced service providers such as photocopying companies and digital dictation services, pursuant to GDPR compliant written contracts

  • HMRC and the VAT Commissioner as they require

  • With others pursuant to a Court order

Information Commissioner’s Office

20.  If you have any concerns about the way your personal information has been processed, please contact Julie Jennings above. Alternatively, you may contact the Information Commissioner' s Office on 0303 123 1113.