Privacy Policy

At Citizens Advice Isle of Wight, we collect and use your personal information to

help solve your problems, improve our services and tackle wider issues in

society that affect people’s lives.


We only ask for the information we need. We always let you decide what you are

comfortable telling us, explain why we need it and treat it as confidential.


When we record and use your personal information, we:


• only access it when we have a good reason.

• only share what is necessary and relevant.

• do not sell it to anyone.


We collect and use the details you give us so we can help you. We have a

‘legitimate interest’ to do this under data protection law. This means it lets us

conduct our aims and goals as an organisation. We will always explain how we

use your information.


At times we might use or share your information without your permission. If we

do, we will always make sure there is a legal basis for it. This could include

situations where we must use or share your information:


• to comply with the law - for example, if a court orders us to share

information. This is known as ‘legal obligation’


• to protect someone’s life - for example, sharing information with a

paramedic if a client was unwell at our office. This is known as ‘vital



• to conduct our legitimate aims and goals as a charity - for example, to

create statistics for our national research. This is known as ‘legitimate



• for us to carry-out a task where we are meeting the aims of a public body

in the public interest - for example, delivering a government or local

authority service. This is known as ‘public task’


• to carry-out a contract we have with you - for example, if you are an

employee, we might need to store your bank details so we can pay you.


This is known as ‘contract’


• to defend our legal rights - for example, sharing information with our legal

advisers if there was a complaint that we gave the wrong advice.


We handle and store your personal information in line with the law - including

the UK General Data Protection Regulation and the Data Protection Act 2018.


You can check our information for how we handle most of your personal

information via the following link:


This page covers how we, as your local charity, handle your information locally in

our offices.


How Citizens Advice Isle of Wight collects your data


We collect data as per our National policy, information of which can be viewed



We obtain permission to collect a client’s information by requesting permission

via the signing of our client permission and consent form.


To find out what information we ask for see details within our National policy at:


How Citizens Advice Isle of Wight use your information


Details of how we use your information are reflected in the National policy at:


Working on your behalf


When you give us authority to act on your behalf, for example, to help you with a

Universal Credit claim, we will need to share information with that third party

i.e., a Housing Association or the Local Authority.

How Citizens Advice Isle of Wight store your information

Information is stored on Casebook, a cloud-based case management system

accessed via the internet.


How Citizens Advice Isle of Wight share your information


We share information with organisations we refer people to or organisations we

send client data to as part of casework. We might occasionally share client

information with funders.


Contact Citizens Advice Isle of Wight about your information


If you have any questions about how your information is collected or used, you

can contact our office.


Telephone: 01983 823898 open Monday to Friday 9.00am-16.00pm


• find out what personal information we hold about you.

• correct your information if it is wrong, out of date or incomplete.

• request we delete your information.

• ask us to limit what we do with your data - for example, ask us not to

share it if you have not asked us already.

• ask us to give you a copy of the data we hold in a format you can use to

transfer it to another service.

• ask us to stop using your information.


Who is responsible for looking after your personal information?<´┐Żo:p>


The National Citizens Advice charity and Citizens Advice Isle of Wight operate a

system called Casebook to keep your personal information safe. This means

both organisations are ‘joint data controllers’ for your personal information

stored in our Casebook system.


Citizens Advice Isle of Wight is an independent charity and a member of the

National Citizens Advice charity. The Citizens Advice membership agreement

also requires that the use of your information complies with data protection



You can find out more about your data rights on the Information

Commissioner’s website via this link: