Retention principles
- Keep data only for as long as necessary for legal, safeguarding, or operational purposes.
- Minimise personal data in archives; where retention is justified, apply access controls and audit trails.
- Document lawful bases and review periods for each category of information.
Typical periods
Membership and governance records: 10 years; safeguarding records: minimum 25
years or in line with statutory guidance; grant files: 7 years; education evidence: programme duration
plus 3 years; marketing consent: until withdrawn. Where law requires longer retention, this is noted
in the register.
Secure disposal
Paper records are cross-shredded or collected by a certified provider.
Digital files are deleted from active systems and backups in line with supplier processes, with
certificates or logs retained. Archival material is anonymised where possible.