At Citizens Advice we collect and use your personal information to help solve your problems, improve our services and tackle wider issues in society that affect people’s lives.
We only ask for the information we need. We always let you decide what you’re comfortable telling us, explain why we need it and treat it as confidential.
When we record and use your personal information we:
- only access it when we have a good reason
- only share what is necessary and relevant
- don’t sell it to anyone
At times we might use or share your information without your permission. If we do, we’ll always make sure there’s a legal basis for it. This could include situations where we have to use or share your information:
- to comply with the law – for example, if a court orders us to share information. This is called ‘legal obligation’
- to protect someone’s life – for example, sharing information with a paramedic if a client was unwell at our office. This is called ‘vital interests’
- to carry out our legitimate aims and goals as a charity – for example, to create statistics for our national research. This is called ‘legitimate interests’
- for us to carry out a task where we’re meeting the aims of a public body in the public interest – for example, delivering a government or local authority service. This is called ‘public task’
- to carry out a contract we have with you – for example, if you’re an employee we might need to store your bank details so we can pay you. This is called ‘contract’
- to defend our legal rights – for example, sharing information with our legal advisors if there was a complaint that we gave the wrong advice
We handle and store your personal information in line with the law – including the General Data Protection Regulation and the Data Protection Act 2018.
You can check our main Citizens Advice policy for how we handle most of your personal information.
This page covers how we, as your local charity, handle your information locally in our offices.
How Citizens Advice Merthyr Tydfil collect your data
We’ll get your permission by asking you to either:
- sign a paper consent form
- tick a box online
- give agreement over the phone
Before we ask for your permission, we’ll always explain how we use your information.
In addition to the methods set out in our main policy, we may receive personal information by our referral partners when they refer you to us for debt, housing or welfare benefit advice. In these circumstances, our partners will ask you for your permission to make the referral and to give your personal information to us.
What Citizens Advice Merthyr Tydfil ask for
How Citizens Advice Merthyr Tydfil use your information
Working on your behalf
When you give us authority to act on your behalf, for example to help you with a Universal Credit claim, we may need to share information with that third party.
As a result of offering you our services, we may share information with third parties such as:
- Merthyr Tydfil County Borough Council (for example when helping you claim Council Tax Support)
- Department of Work and Pensions (for example when helping you to appeal against refusal of a welfare benefit)
- Local housing associations (for example, when helping with housing or debt issues)
- Shelter Cymru
How Citizens Advice Merthyr Tydfil store your information
We store your information in line with our national policy.
We store your information electronically on our Casebook case recording system, and we also keep paper copies relating to your enquiry if it is absolutely necessary. All paper records will be destroyed when we close your enquiry.
How Citizens Advice Merthyr Tydfil share your information
With your permission, we might share your information with other organisations to help resolve your problem(s). Organisations we share your data with must store and use your data in line with data protection law.
If you ask us to act on your behalf we might need to share some of your information with other organisations – we’ll always tell you when we do this and only with your express permission. For example if we contact your creditors about your debts, we might need to share your name, address and financial details with them.
If we refer you to another organisation for more advice, we might share information about your problem with them so they can help you more quickly.
Contact Citizens Advice Merthyr Tydfil about your information
If you have any questions about how your information is collected or used, you can contact our office.
Telephone: 01685 382188, open Monday to Thursday 9am to 5pm, and Friday 9am to 4:30pm.
You can contact us to:
- find out what personal information we hold about you
- correct your information if it’s wrong, out of date or incomplete
- request we delete your information
- ask us to limit what we do with your data – for example, ask us not to share it if you haven’t asked us already
- ask us to give you a copy of the data we hold in a format you can use to transfer it to another service
- ask us stop using your information
Who’s responsible for looking after your personal information
The national Citizens Advice charity and your local Citizens Advice operate a system called Casebook to keep your personal information safe. This means they’re a ‘joint data controller’ for your personal information that’s stored in our Casebook system.
Each local Citizens Advice is an independent charity, and a member of the national Citizens Advice charity. The Citizens Advice membership agreement also requires that the use of your information complies with data protection law.
You can find out more about your data rights on the Information Commissioner’s website.
When you browse our website, we collect ‘cookies’ to help us understand more about how our site is used by visitors, and to develop and improve our services to you.
A ‘cookie’ is a bit of information kept on your computer. It tells us things like what device you’re using and what pages you click on.
- track aspects of your visits, including the length of your visit, your browser, geographic location and the use of the search facility on this website
- remember the contrast and/or text resizing style preferences you’ve chosen for this website – if relevant
- record your video preferences for our YouTube videos viewed on this website
How to manage or delete cookies
If you don’t want to receive cookies, you can change the settings in your web browser. You can also delete cookies that have already been set.
To find instructions on how to restrict or block cookies, click on Help in your web browser and search for ‘cookies’.
You can find out more about cookies and how to delete them on the Information Commissioner’s Office (ICO) website.
Further information about cookies
Citizens Advice Merthyr Tydfil has tried to ensure that the information on this website is accurate.
However, Citizens Advice Merthyr Tydfil will not accept liability for any loss, damage or inconvenience arising as a consequence of any use of or the inability to use any information on this website.
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We are not responsible for claims brought by third parties arising from your use of this website.
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