Privacy Policy

1 Data Retention Schedule

Client contact details

• Active clients: Duration of relationship + 2 years
• Inactive clients: 2 years from last contact then delete

Financial records (invoices, payments)

Retention: 6 years — legal requirement under HMRC and Companies Act

Contracts and agreements

Retention: 6 years from contract end date — limitation period for legal claims

Research and analysis content

Retention: Indefinite — core business output, not personal data in most cases

Employee/contractor records

Retention: 6 years from end of engagement

Correspondence (email)

Retention: 3 years then review

Website enquiry forms

Retention: 12 months then delete if no relationship established