Data Protection Policy Statement

    The Institute of Professional Willwriters recognises the significance of data protection. The purpose
    of this policy is to protect all personal information controlled or processed by the organisation, and
    ensure an adequate level of awareness to ensure data protection principles are applied across all
    areas of operation within Institute of Professional Willwriters.
    Personal data is identified and managed in accordance with the data protection risk assessment
    methodology that endorses the acceptable risk levels.
    Our Data Protection Policy is achieved by a stringent set of controls, including policies, processes,
    procedures and software and hardware functions. These controls are monitored, reviewed and
    improved by the Board to ensure that specific data protection, security and business objectives are
    met. This is operated in conjunction with other business management processes, and incorporates
    the applicable statutory, regulatory and contractual requirements.
    In particular, Institute of Professional Willwriters are committed to compliance with data protection
    requirements and good practice to include:
    • Processing personal information only where this is strictly necessary for legal and regulatory
    purposes, or for legitimate organisational purposes;
    • Processing only the minimum personal information required for these purposes;
    • Providing clear information to natural persons (including children) about how their personal
    information can be used and by whom;
    • Only processing relevant and adequate personal information;
    • Processing personal information fairly and lawfully;
    • Maintaining a documented inventory of the categories of personal information processed by the
    • Keeping personal information accurate and, where necessary, up-to-date;
    • Retaining personal information only for as long as is necessary for legal or regulatory reasons or
    for legitimate organisational purposes and ensuring timely and appropriate disposal;
    • Respecting natural persons’ rights in relation to their personal information;
    • Keeping all personal information secure;
    • Only transferring personal information outside the UK in circumstances where it can be
    adequately protected;
    • Developing and implementing GDPR to enable the data protection policy to be implemented;
    • Where appropriate, identifying internal and external interested parties and the degree to which
    they are involved in the governance of the organisation’s;
    • Identify workers with specific responsibility and accountability for GDPR;
    • Maintain records of processing of personal information.
    Omega Wills Ltd
    Version 1.0
    Date 19 May 2018
    Our Data Protection Policy Awareness Program is incorporated in our staff induction and training
    program. The Data Protection policy is readily accessible internally and presented to existing and
    prospective clients. In addition to employees; suppliers, contractors, and sub-contractors of IPW are
    expected to adhere to our Data Protection Policy.
    Institute of Professional Willwriters are committed to continual improvement and all employees are
    empowered to take responsibility for data protection, with a robust process for identifying and
    reporting data breaches in place and subject to regular review.
    Through compliance to applicable statutory, regulatory and contractual requirements, and the
    requirements of the General Data Protection Regulations (GDPR) for the Protection of Personal
    Information, Institute of Professional Willwriters will demonstrate confidence, integrity and
    credibility both internally and externally.
    Clint Jordan
    Managing Director
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