JM Jitin Malhotra
Bernardine Ltd
Data Protection

Data Retention Policy

Last updated: 5 June 2026 Classification: Public Bernardine Ltd · Cheltenham, Gloucestershire, United Kingdom

This Policy sets out how long Bernardine Ltd keeps different categories of personal data, and how that data is securely destroyed once it is no longer needed.

1. Principle

We keep personal data only for as long as necessary to fulfil the purpose for which it was collected, to meet legal obligations, or to defend legal claims. This Policy supports our Privacy Policy and the storage-limitation principle of the UK GDPR.

2. Retention Schedule

Data categoryRetention periodReason
Enquiry / unsuccessful applicant data6 monthsFollow-up, then deletion
Participant records & tracking sheetsDuration of Programme + 2 yearsSupport, references, certificates
Consent recordsDuration + 2 yearsEvidence of consent
Safeguarding recordsUntil participant turns 25 (if a minor), or longer per statutory guidanceLegal / safeguarding obligation
Financial & transaction records6 yearsHMRC / Companies Act
Contracts & agreements6 years after expiryLimitation Act 1980
Marketing consent & dataUntil consent withdrawn, reviewed every 2 yearsConsent-based
Website analytics26 monthsStandard analytics period
CCTV (if used)30 daysSecurity

3. Safeguarding Records

Safeguarding records relating to under-18s are retained in line with statutory guidance — generally until the individual's 25th birthday, and longer where there is an ongoing concern or legal requirement. These records are stored securely with restricted access.

4. Secure Destruction

When data reaches the end of its retention period it is securely deleted or destroyed: electronic data is permanently erased; paper records are shredded. Processors are required to do the same under their data-processing agreements.

5. Review

Retention periods are reviewed at least annually and adjusted to reflect changes in law or guidance.