Data protection law says that we are allowed to use personal information only if we have a proper reason to do so. This includes sharing it outside the
Trustee.
The law sets out a number of valid reasons for using personal information; for the
Trustee
the relevant reasons are:
When it is to fulfil a legal obligation to which we are subject, or
When it is in our legitimate interest.
The legitimate interests mentioned above include serving you as a member of the Scheme, which includes:
Calculating and paying the correct benefits to you or your beneficiaries on time,
Carrying out your instructions such as changes to investment choices or contributions/additional voluntary contributions, where applicable,
Keeping your Scheme benefits safe,
Responding to communications and queries appropriately, and;
Minimising any disruption if there is a change to the Scheme or the
Trustee.
The law and other regulations treat some types of sensitive personal information as special. This includes information about racial or ethnic origin, political opinions, sexual orientation, religious or philosophical beliefs, trade union membership, genetic or biometric data, or health data. Where we
process these special types of data, we are required to meet additional legal requirements in relation to our processing activities.
The
Trustee
need to hold and process your personal information in order to administer your benefits under the Scheme; for example, to calculate and pay your benefits, for statistical and reference purposes, and in connection with the administration of the Scheme as a whole. The
Trustee
may also use your personal information for other purposes, including to process
Trustee
nominations, to comply with any present or future law or guidance in connection with any valuation, sale, merger, acquisition, disposal or similar activity involving the Scheme, and may transfer personal information to the Group for the Group to use in connection with employee tax or reward matters.