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Finance team privacy notice

Please read our general privacy notice as well as this notice

What we do

Adult Social Care – Services are responsible for providing the Finance Team Service which includes:

  • setting up payments so that funds are transferred to clients who use a Direct Payment to purchase their care and check the returns to ensure money is spent appropriately
  • set up processes so that clients or their representatives who have their care provided by BCP Council receive invoices for the assessed financial contribution
  • set up and manage individual bank accounts for clients where we are a Corporate Appointee
  • manage all aspects of a person’s finances where we have been appointed as their Deputy by the Court of Protection. This would include setting up and managing bank accounts, looking after property and investments
  • commissioning of services.

The purposes we use your personal information for

We collect and process your personal information to provide these services to you. This will include:

  • entering into agreements with third party providers of service, goods or housing on behalf of clients with whom BCP Council holds Appointee or Deputyship or is otherwise making financial arrangements on behalf of a person
  • to make payments to Direct Payment users
  • to collect financially assessed contributions from people who receive commissioned services such as homecare or attending a day centre
  • to manage bank accounts and pay bills for people where we are their Corporate Appointee or Court Appointed Deputy
  • to plan and commission services.

The personal information we collect and use

We only obtain and use the information we need to provide our services to you. We also obtain and use special category information. The law we use to process your personal information

Statutory legislation:

The main legislation that provides us with the statutory basis to deliver our services is:

  • Community Care Act 1990
  • Care Act 2014
  • Mental Health Act 1983
  • Mental Capacity Act 2005.

The GDPR/DPA conditions we meet

The conditions that we use to process your personal information are:

General Data Protection Regulation (GDPR) 2018:

Article 6 – Lawfulness of Processing

  • a) processing is necessary for the performance of a contract to which the data subject is party or in order to take steps at the request of the data subject prior to entering into a contract
  • b) processing is necessary for compliance with a legal obligation to which the controller is subject
  • c) processing is necessary for the performance of a task carried out in the public interest or in the exercise of official authority vested in the controller.

Special category personal information.

We also use these additional conditions to process your special category personal information:

Article 9 – Special Categories of Personal Data

  • a) processing is necessary for the purposes of preventive or occupational medicine, for the assessment of the working capacity of the employee, medical diagnosis, the provision of health or social care or treatment or the management of health or social care systems and services on the basis of Union or Member State law or pursuant to contract with a health professional and subject to the conditions and safeguards referred to in paragraph 3
  • Paragraph 3: Personal data referred to in paragraph 1 may be processed for the purposes referred to in point (h) of paragraph 2 when those data are processed by or under the responsibility of a professional subject to the obligation of professional secrecy under Union or Member State law or rules established by national competent bodies or by another person also subject to an obligation of secrecy under Union or Member State law or rules established by national competent bodies.

Who we may share your information with

We use a range of organisations to either store personal information or to help deliver our services to you. Sometimes we have a legal duty to provide your personal information to other organisations, for example the court service or HMRC.

We may also share your personal information with organisations:

  • Barclays Bank to set up individual banking accounts.
  • Other organisations for setting up individual payments for services you access
  • Health Professionals
  • Hospitals
  • General Practitioners
  • District Nurses
  • NHS Clinical Commissioning Groups
  • NHS Community Trusts
  • Independent agencies providing care and support
  • South West Ambulance Service
  • Police
  • Dorset and Wiltshire Fire and Rescue Service
  • Housing Associations
  • Department for Work and Pensions
  • Financial services for benefit advice and financial assessments
  • Volunteer services (food bank)
  • Advocacy services
  • Mental health services
  • Other BCP Council Departments
  • Other Local Authorities
  • Court of Protection
  • Office of the Public Guardian
  • Support and advice services
  • Local Government Ombudsman
  • In instances of complaint, we may share information with independent complaint investigators.

Your information will not be disclosed to any other organisations, except where we are required and allowed to by law.

How long we keep information about you

We will retain this information for 8 years after the end of the financial year to which it relates as stated in our Retention Schedule and in accordance with the Data Protection Act (DPA) 2018.


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