Thompson Jenner LLP takes the protection of your privacy very seriously.  We will only use your personal information to deliver the services you have requested from us and to meet our legal responsibilities.

Privacy policy

Thompson Jenner LLP takes the protection of your privacy very seriously.  We will only use your personal information to deliver the services you have requested from us and to meet our legal responsibilities.

Any personal data which we collect, record or use in any way whether it is held on paper, on computer or other media complies with the General Data Protection Regulation (GDPR), the Data Protection Act and any other applicable data protection law in the United Kingdom

An addendum to this policy will be available for Thompson Jenner Financial Services Ltd. This will cover further information relating to their specific use of your data.

How do we collect information from you?

We obtain information about you when you engage us to deliver our services and/or when you use our website, for example, when you contact us about our services.

What type of information do we collect from you?

The personal information we collect from you will vary depending on which services you engage us to deliver.  The personal information we collect might include your name, address, telephone number, email address, your Unique Tax Reference (UTR) number, your National Insurance number, bank account details, copies of documents you have provided to enable accounts, tax returns and other related services to be carried out, details of financial transactions and business transactions together with accounting and taxation information, your IP address, which pages you may have visited on our website and when you accessed them.

How is your information used?

In general terms, and depending on which services you engage us to deliver, as part of providing our agreed services we may use your information to:

  • provide services to you (or your employer or our client) under a contract, as set out in a Letter of Engagement between us
  • contact you by post, email or telephone
  • verify your identity where this is required
  • understand your needs and how they may be met
  • maintain our records in accordance with applicable legal and regulatory obligations
  • process financial transactions
  • prevent and detect crime, fraud or corruption
  • provide you with marketing newsletters, information on seminars, workshops and other events, publications or services, which we think will be of benefit to you.

We are required by legislation, other regulatory requirements and our insurers to retain your data where we have ceased to act for you.  The period of retention required varies with the applicable legislation but is typically five or six years.  To ensure compliance with all such requirements it is the policy of the firm to retain all data for a period of seven years from the end of the period concerned.

Who has access to your information?

We will not sell or rent your information to third parties.

We will not share your information with third parties for marketing purposes.

Any staff with access to your information have a duty of confidentiality under the ethical standards that this firm is required to follow.

Third Party Service Providers working on our behalf

We may pass your information to our third party service providers, agents, subcontractors, software providers, cloud services and other associated organisations for the purposes of completing tasks and providing services to you on our behalf, for example to process payroll or basic bookkeeping.  However, when we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and not to use it for their own purposes.

We will pass your information to third parties where we are required to do so by law, for example, by a court order or for the purposes of prevention and detection of crime, fraud or corruption.

How you can access and update your information

Keeping your information up to date and accurate is important to us.  We commit to regularly review and correct where necessary, the information that we hold about you.  If any of your information changes, please email or write to us, or call us using the ‘Contact information’ noted below.

You have the right to ask for a copy of the information Thompson Jenner LLP holds about you.

Security precautions in place to protect the loss, misuse or alteration of your information

Whilst we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk.

Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given, or where you have chosen, a password which enables you to access information, you are responsible for keeping this password confidential.  We ask you not to share your password with anyone.

Your data will usually be processed in our offices in the UK. We take the security of your data seriously and so all our systems have appropriate security in place that complies with all applicable legislative and regulatory requirements.

We do not guarantee that any email sent to us will be received or that the contents will remain private during transmission. If you are concerned about this please consider other means of communication. You are responsible for ensuring any electronic message or information you send to us is free from any virus or defect that may harm our systems in any way.

Your choices

We may occasionally contact you by post / email / telephone with details of any changes in legal and regulatory requirements or other developments that may be relevant to your affairs and, where applicable, how we may assist you further.  If you do not wish to receive such information from us, please let us know by contacting us as indicated under ‘Contact information’ below.

Your rights

Access to your information: You have the right to request a copy of the personal information about you that we hold.

Correcting your information: We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.

Deletion of your information: You have the right to ask us to delete personal information about you where:

  • you consider that we no longer require the information for the purposes for which it was obtained
  • you have validly objected to our use of your personal information – see ‘Objecting to how we may use your information’ below
  • our use of your personal information is contrary to law or our other legal obligations

Restricting how we may use your information: In some cases, you may ask us to restrict how we use your personal information.  This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information.  The right might also apply where there is no longer a basis for using your personal information but you do not want us to delete the data.  Where this right is validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.

Objecting to how we may use your information: Where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue.

If you elect to receive our email marketing newsletters we may also from time to time, contact you by email about seminars, workshops, other events, publications or services, which we think will be of benefit to you. You may at any time request us to stop using your personal data for direct marketing purposes by contacting us as set out in the ‘Contact Information’ information below, or by using the unsubscribe link at the bottom of our marketing emails.

Thompson Jenner LLP website

Our website is managed by Thompson Jenner LLP, a limited liability partnership registered in England and Wales with registered number OC352756. You may visit our site without revealing any personal information. However, if you request specific information, provide feedback, participate in a marketing initiative or apply for a job online you will be disclosing personal data to us. This will be treated in accordance with the principles set out in the General Data Protection Regulation (GDPR), the Data Protection Act and any other applicable data protection law in the United Kingdom

Thompson Jenner LLP are committed to the protection of personal information supplied by users of this site. We are not responsible for the privacy policies of third party sites to which links are provided. The privacy policies on such sites should be checked before providing any personal information.

Email marketing: Thompson Jenner LLP uses MailChimp https://mailchimp.com to store information for email marketing purposes only.

Cookies: Our website uses cookies. A cookie is a small text file stored in your computer containing text data. We use cookies for certain functions to improve the usability of the website. These cookies do not contain any personal information about you. However, enabling cookies in your web browser is necessary if you wish your selections to be remembered for future visits on the same computer. Most web browsers allow some control of most cookies through the browser settings. For more information about cookies and instructions on how to adjust your browser settings to restrict or disable cookies, see the IAB website at www.allaboutcookies.org.  Please see our full cookie policy.

Analytics: Our website uses Google Analytics to help analyse how our visitors use the site. The tool uses cookies to store information, such as what time the current visit occurred, whether the visitor has been to the site before, and what site referred the visitor to the web page. A different cookie is used for each website, and visitors are not tracked across multiple sites. The information generated by the cookie about your use of the website (including IP address) is transmitted to Google. This information may then be used to evaluate visitors’ use of the website and to compile statistical reports on website activity for Thompson Jenner LLP. To disable this type of cookie, some browsers will indicate when a cookie is being sent and allow you to decline cookies on a case-by-case basis. In addition to declining cookies, you can also install the Google Analytics Opt-out Add-on in your browser, which prevents Google Analytics from collecting information about your website visits.

We will never (and will not allow any third party to) use the statistical analytics tool to track or to collect any Personally Identifiable Information (PII) of visitors to our site. Google will not associate your IP address with any other data held by Google. Neither we nor Google will link, or seek to link, an IP address with the identity of a computer user. We will not associate any data gathered from this site with any Personally Identifiable Information from any source, unless you explicitly submit that information via a fill-in form on our website.

 Changes to our privacy policy

We keep this privacy policy under regular review and will place any updates on our website at: Privacy Policy

This privacy notice was last updated on 20th May 2018.

Contact information

Dave Tucker – Partner

Thompson Jenner LLP

1 Colleton Crescent

Exeter

Devon

EX2 4DG

Telephone: 01392 258553

Email: DaveT@tjllp.com

Complaints

We seek to resolve directly all complaints about how we handle your personal information but you also have the right to lodge a complaint with the Information Commissioner’s Office at

Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Telephone – 0303 123 1113 (local rate) or 01625 545 745

Website: https://ico.org.uk/concerns

 

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