Annex 1 – Schedule of personal information processed
Annex 1 – Schedule of personal information processed
Annex 1
| Type of information | Information | Reason | Lawful basis and special conditions (where appropriate) |
| Identification information | Name | To identify you. | Legitimate interest. The Trust has a legitimate interest to identify you as an individual having made a claim. It is also in your legitimate interest. |
| Contact details | Address, email address, telephone number | To identify and contact you. | Legitimate interest. The Trust has a legitimate interest to process this information to correspond with you as part of the investigation process. It is also in your legitimate interest. |
| Financial information | Bank details, where applicable, National insurance number, where applicable. | To make settlement payments. | Legitimate interest. The Trust has a legitimate interest to process this information to make any agreed financial settlement payment to you. It is also in your legitimate interest. |
| Claim details | Copies of correspondence between yourself (or your representatives) and the Trust or our representative. Details about any claim you have made. | To investigate your claim, evaluate, assess, and establish any liability, and make decisions related to settlement. | Legitimate interest. The Trust has a legitimate interest to process this information investigate claims, or to instruct another party to investigate claims on its behalf. It is also in your legitimate interest. |
| Health information. Disability information | Information about your health and disabilities, both prior, and subsequent to the circumstances of the claim. Health reports, and results of health assessments made in connection with the claim. | To investigate your claim, evaluate, assess, and establish any liability, and make decisions related to settlement. | Legitimate interest (lawful basis). Necessary for the purpose of, or in connection with, any legal proceedings, or legal advice, or necessary to establish, exercise or defend a legal claim (special condition) - where the information amounts to special category information. |
Last Edited: 08 December 2023
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