We retain enquiry and lead records for up to 2 years unless you become a client, ask us to delete them sooner, or there is a legal, safeguarding, complaint, or insurance reason to keep them for longer.
Client care records, visit notes, documents, consent records, incidents, complaints, safeguarding records, invoices, and audit logs are kept only for as long as needed for care, accountability, safeguarding, legal, tax, insurance, or dispute purposes. Accounting and legal records may normally be kept for up to 6 years.
Enquiries and unconverted leads
Retention: Normally up to 2 years after the last meaningful contact.
Review: Deleted or anonymised sooner if requested, unless there is a safeguarding, complaint, legal, insurance, or abuse-prevention reason to keep them.
Converted leads and client care records
Retention: Kept while care is active. After care ends, care records are normally kept for a baseline minimum of 8 years, then reviewed.
Review: This covers care plans, visit notes, medication-prompt records, consent records, incidents, complaints, safeguarding information, and uploaded care documents.
Billing, invoices, expenses, and tax records
Retention: Normally kept for up to 6 years, or longer where tax, accounting, insurance, or legal reasons require it.
Review: Reviewed as part of ordinary finance and business record keeping.
Audit, security, and admin records
Retention: Care-related audit logs are kept in line with the related care or business record. Short-lived security records are kept only while needed.
Review: Security records may be kept longer where needed to investigate misuse, attempted unauthorised access, or a data-protection issue.
Backups and exported care records
Retention: Kept only while needed for restore, continuity, handover, legal, or accountability reasons.
Review: Exports should be stored securely and deleted from local devices or cloud storage when no longer needed.
We review records before deletion where there may be an open safeguarding concern, complaint, unpaid invoice, insurance issue, legal claim, or regulatory reason to keep them for longer. When information is no longer needed, it should be securely deleted, anonymised, or archived with restricted access.