We take care of the books so you can take care of your business!


Privacy Policy
 

We have appointed a Data Controller to oversee compliance with this privacy notice. If you have any questions about this privacy notice or how we handle your personal information, please contact Claire Peniket (cp-books@peniket.com)

CP-Books (“we” or “us”) take the privacy and security of your personal data very seriously.

In this privacy notice, we set out how we collect and use your personal data before, during and after your working relationship with us, in accordance with the General Data Protection Regulation (GDPR).

We will collect, store, and use the following categories of personal data about you:

  • Personal contact details such as name, title, addresses, telephone numbers, and personal email addresses.
  • Date of birth.
  • Gender.
  • Marital status and dependants.
  • Next of kin and emergency contact information.
  • National Insurance number.
  • Bank account details, payroll records and tax status information.
  • Salary, annual leave, pension and benefits information.
  • Copy of driving licence, or other photographic identification.
  • Employment records (including job titles, work history, working hours, training records and professional memberships).
  • Details of your existing and previous salary.

We will only process your personal data if we have a lawful ground for processing such data. Most commonly, we will use your personal information in the following circumstances:

  1. Where we need to perform the letter of engagement between us or any other contract between us.
  2. Where we need to comply with a legal obligation.
  3. Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
  4. In the process of completing our duties, such as completing Payroll for you and your company, completing tax returns or accounts for you and your business.

We may also use your personal data in the following situations, but these are not likely:

  1. Where we need to protect your interests (or someone else’s interests).
  2. Where it is needed in the public interest or for official purposes.

We will process your personal data for the following purposes:

  • Making a decision about our terms of engagement.
  • If you are an employee, calculate any tax and National Insurance contributions.
  • Providing the certain benefits to you.
  • Liaising with your pension provider.
  • Administering the contract, we have entered with you.
  • If we manage your payroll we will hold personal data on your staff.
  • Gathering evidence for possible investigations with HMRC.
  • Making decisions about our continued engagement.
  • Making arrangements for the termination of our working relationship.
  • Education, training and development requirements.
  • Dealing with legal disputes involving you.
  • To prevent fraud.  

If you decide not to provide us with certain personal data that we have requested, we may not be able to perform duties, or we may be prevented from complying with our legal obligations.

We may from time to time use your personal data without your knowledge or consent where this is required or permitted by law.

We have put in place appropriate security measures to prevent your personal information from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. We also have procedures in place to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.

We will only retain your personal information for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.