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Privacy policy

At Citizens Advice we collect and use your personal information to help solve your problems, improve our services and tackle wider issues in society that affect people’s lives.

We only ask for the information we need. We always let you decide what you’re comfortable telling us, explain why we need it and treat it as confidential.

When we record and use your personal information we:

  • only access it when we have a good reason
  • only share what is necessary and relevant
  • don’t sell it to commercial organisations

At times we might use or share your information without your permission. If we do, we’ll always make sure there’s a legal basis for it. This could include situations where we have to use or share your information:

  • to comply with the law - for example, if a court orders us to share information (this is called ‘legal obligation’)
  • to protect someone’s life - for example, sharing information with a paramedic if a client was unwell at our office (this is called ‘vital interests’)
  • to carry out our legitimate aims and goals as a charity - for example, to create statistics for our national research (this is called ‘legitimate interests’)
  • for us to carry out a task where we’re meeting the aims of a public body in the public interest - for example, delivering a government or local authority service (this is called ‘public task’)
  • to carry out a contract we have with you - for example, if you’re an employee we might need to store your bank details so we can pay you (this is called ‘contract’)
  • to defend our legal rights - for example, sharing information with our legal advisors if there was a complaint that we gave the wrong advice

We handle and store your personal information in line with the law - including the General Data Protection Regulation and the Data Protection Act 2018.

You can check our main Citizens Advice privacy policy for how we handle most of your personal information.

This page covers how we, as your local charity, handle your information locally in our offices.

How Citizens Advice Winchester District collect your data

We collect data through face to face encounters, over the phone, by email, webchat or consented referrals from other organisations.
The legal basis we have for collecting your data would either be through the ‘legitimate interest’ provision or by getting your consent.
We would get your consent by asking you to either:

  • tick a box on our welcome form
  • tick a box online
  • give agreement over the phone

What Citizens Advice Winchester District ask for

To find out what information we ask for, see our national Citizens Advice privacy policy.

How Citizens Advice Winchester District use your information

To find out how we use your information, see our national Citizens Advice privacy policy.

Working on your behalf

When you give us authority to act on your behalf, for example to help you with a Universal Credit claim, we’ll need to share information with that third party.

To see a list of the organisations that we commonly share client data with, please read the section titled: ‘How Citizens Advice Winchester District share your information’.

How Citizens Advice Winchester District store your information

We only store your information on our local system, Office 365 and our onsite backup server.

How Citizens Advice Winchester District share your information

With your permission, we might share your information with other organisations to help solve your problem or to show funders the value of our work.

We would get your permission by asking you to either:

  • tick a box on our welcome form
  • sign a client casework agreement
  • tick a box online
  • give agreement over the phone

The organisations with which we typically share client data, include but are not limited to:

  • Winchester City Council
  • The Insolvency Service
  • Your creditors
  • Local parish councils
  • Housing Associations
  • HMRC
  • Macmillan
  • Turn2us
  • The DWP
  • Hampshire County Council
  • HM Courts & 
Tribunals Service
  • ACAS

Contact Citizens Advice Winchester District about your information

If you have any questions about how your information is collected or used, you can contact our office.

Citizens Advice Winchester District
The Winchester Centre
68 St George’s Street
SO23 8AH

Telephone: 01962 848003 (please leave a message with your name, postcode and telephone number)


You can contact us to:

  • find out what personal information we hold about you
  • correct your information if it’s wrong, out of date or incomplete
  • request we delete your information
  • ask us to limit what we do with your data - for example, ask us not to share it if you haven’t asked us already
  • ask us to give you a copy of the data we hold in a format you can use to transfer it to another service
  • ask us stop using your information

Who’s responsible for looking after your personal information

The national Citizens Advice charity and your local Citizens Advice operate a system called Casebook to keep your personal information safe. This means they’re a ‘joint data controller’ for your personal information that’s stored in the Casebook system.

Each local Citizens Advice is an independent charity, and a member of the national Citizens Advice charity. The Citizens Advice membership agreement also requires that the use of your information complies with data protection law.

You can find out more about your data rights on the Information Commissioner’s website.