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Generated privacy notice - professional services
Pamela Alix customer privacy notice
This privacy notice tells you what to expect us to do with your personal information.
Contact details
What information we collect, use, and why
Lawful bases and data protection rights
Where we get personal information from
How long we keep information
Who we share information with
How to complain
Contact details
Telephone
07391311870
homepa@pamelaalix.co.uk
What information we collect, use, and why
We collect or use the following information to provide and improve products and services for clients:
Names and contact details
Addresses
Gender
Pronoun preferences
Occupation
Date of birth
Third party information (such as family members or other relevant parties)
Payment details (including card or bank information for transfers and direct debits)
Financial data (including income and expenditure)
Transaction data (including details about payments to and from you and details of products and services you have purchased)
Health information (such as medical records or health conditions)
Information relating to compliments or complaints
Records of meetings and decisions
Account access information
We collect or use the following personal information for the operation of client or customer accounts:
Names and contact details
Addresses
Purchase or service history
Account information, including registration details
Information used for security purposes
Marketing preferences
We collect or use the following personal information to comply with legal requirements:
Name
Contact information
Identification documents
Client account information
Any other personal information required to comply with legal obligations
We collect or use the following personal information to protect client welfare:
Names and contact information
Client account information
Health and wellbeing information
Emergency contact details
We also collect or use the following special category information to protect client welfare. This information is subject to additional protection due to its sensitive nature:
Health information
We collect or use the following personal information for dealing with queries, complaints or claims:
Names and contact details
Address
Payment details
Account information
Purchase or service history
Customer or client accounts and records
Information relating to health and safety (including incident investigation details and reports and accident book records)
Correspondence
Lawful bases and data protection rights
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
Your right of access - You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. You can read more about this right here.
Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this right here.
Your right to erasure - You have the right to ask us to delete your personal information. You can read more about this right here.
Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. You can read more about this right here.
Your right to object to processing - You have the right to object to the processing of your personal data. You can read more about this right here.
Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. You can read more about this right here.
Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this right here.
If you make a request, we must respond to you without undue delay and in any event within one month.
To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.
Our lawful bases for the collection and use of your data
Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
I collect and use personal information as necessary to provide efficient and reliable support to my clients in the day-to-day management of their households. Depending on the clients' needs, this may include managing appointments, coordinating service providers, handling household accounts, and streamlining administrative tasks. The benefit to clients is improved organisation and time savings. I only collect the minimum information necessary for these purposes and take appropriate steps to ensure that their data is handled securely and respectfully. The impact on individuals is low, and their information would not be used in any unexpected or intrusive ways. I believe this limited use of personal data fairly balances my interest in providing a high-quality, personalised service with the client's right to privacy.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.
Our lawful bases for collecting or using personal information for the operation of client or customer accounts are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
I collect and use personal information to effectively manage household and client accounts on behalf of those I support. Depending on the clients' needs, this may include handling utility bills, subscriptions, service provider communications, and other essential admin tasks that help ensure their home life runs smoothly. This benefits clients by saving them time, reducing stress, and ensuring important financial or administrative matters are dealt with promptly and accurately. Only the necessary information is accessed or used, and I do so with the client’s full knowledge and for purposes directly related to the services that we've agreed to carry out. The privacy risk is minimal as I handle all data securely and do not use it for any unrelated or commercial purposes. My interest in providing dependable assistance is aligned with the client's interest in having trusted support, and I always prioritise their privacy and preferences.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Our lawful bases for collecting or using personal information to comply with legal requirements:
Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Our lawful bases for collecting or using personal information to protect client welfare are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
I collect and use limited personal information when it is necessary to support the general welfare and wellbeing of my clients. This may include managing appointments, dietary preferences, routines, or emergency contact details, especially in situations where clients rely on me for regular support. The benefit is that clients receive a more attentive, personalised service that helps safeguard their comfort, safety, and peace of mind. I only use the necessary information, and always in ways that are expected and proportionate. There is minimal risk to clients' privacy, and I never use their information for purposes unrelated to their care. My interest in delivering effective support is balanced with the client's right to privacy and autonomy.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.
Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
I collect and use personal information where necessary to respond to client or third-party queries, complaints, or claims in a fair, timely, and professional manner. This may include reviewing service records, communicating with relevant parties, or documenting the issue to find an appropriate resolution. This benefits both my clients and my business by helping to maintain trust, accountability, and service quality. I only use information that is directly relevant to the issue at hand and handle it with care and confidentiality. The risk to individuals is minimal, as their data is not used beyond the scope of resolving the matter. I believe that this use of information is reasonable, proportionate, and supports a better outcome for all involved.
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Where we get personal information from
Directly from you
Regulatory authorities
Suppliers and service providers
Third parties:
I may receive personal information from trusted third parties who are involved in supporting or coordinating a client's care, household, or wellbeing. This may include: Family members or guardians, other staff working in the home (e.g. carers, nannies, cleaners), professional contacts acting on the client's behalf (e.g. accountants, solicitors, or case workers), service providers or tradespeople who share relevant updates or reports. This information is only used when it is necessary to carry out my duties and is treated with the same level of care and confidentiality as information provided directly by the client.
How long we keep information
Please refer to the Data Retention Schedule at the end of this document.
Who we share information with
Others we share personal information with
Professional or legal advisors
Emergency services
Organisations we’re legally obliged to share personal information with
Suppliers and service providers
Third parties:
I may share limited personal information with trusted third parties where it is necessary to carry out my duties and support the client's needs. These third parties may include: Family members or guardians, when coordinating care or sharing relevant updates; other household staff, such as cleaners, carers, or nannies, where coordination is required; medical professionals - if involved in the client's care and wellbeing, and only with appropriate consent; external service providers, where sharing is needed to schedule or manage services effectively. All sharing is done on a need-to-know basis, with care taken to ensure that personal data is treated with respect, confidentiality, and in accordance with data protection laws.
How to complain
If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.
If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113
Website: https://www.ico.org.uk/make-a-complaint
Last updated
22 May 2025.
Data Retention Policy
This Data Retention Policy outlines how personal information is retained and disposed of in the course of providing personal assistant and home administration services. The aim is to ensure that data is kept only as long as necessary for legal, contractual, or operational purposes.
Retention Schedule
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