Privacy Notice
Who we are
We are Clean Slate Financial Wellbeing Services CIO, a financial wellbeing support charity.
What information we collect
We collect:
Personal details (e.g. name, contact details)
Information about your circumstances
Special category data (e.g. health, vulnerability, financial hardship) where relevant
Why we collect it
We use your information to:
Provide advice and support
Maintain case records
Monitor and improve our services
Our lawful basis
We process your data under UK GDPR:
Article 6: Legitimate interests / provision of services
Article 9: Explicit consent for special category data
How we store your data
Your data is stored securely using:
A case management system (Plinth)
Secure cloud storage (Google Workspace)
Use of automated tools (AI)
We may use automated tools within our case management system to:
Summarise case notes
Assist with record-keeping
These tools:
Do not make decisions about you
Do not replace human judgement
Are used only to support our staff
We ensure appropriate safeguards are in place to protect your data.
Sharing your data
We do not share your data with third parties unless:
You have given consent
It is required by law
How long we keep your data
We retain your data only as long as necessary in line with our retention policy.
Your rights
You have the right to:
Access your data
Correct inaccurate data
Withdraw consent
Request deletion (where applicable)
Contact us
Andrew Smith, CEO – 07759 032 646 / andy@cleanslateuk.com