This policy applies to Jacksons Accountants (Midlands) Limited trading as Jacksons,
Chartered Accountants, a company registered with the Institute of Chartered Accountants in
England and Wales.

The privacy policy explains how we use any personal information we collect about you when
you use our services.

Glossary of Terms

What is personal data?

Personal data relates to any information about a natural person that makes you identifiable
which may include (but is not limited to):

 Names and contact information i.e. emails and telephone numbers
 National Insurance Numbers
 Employment history
 Employee numbers
 Credit History
 Personal tax
 Payroll and accounting data

What is sensitive personal data?

Sensitive personal data refers to the above but includes genetic data and biometric data. For

 Medical conditions
 Religious or philosophical beliefs and political opinions
 Racial or ethnic origin
 Convictions
 Biometric data (e.g. photo in an electronic passport)

What is a Data Controller?

For general data protection regulation purposes, the “data controller” means the person or
organisation who decides the purposes for which and the way in which any personal data is

The data controller is Jacksons Accountants (Midlands) Limited (“Jacksons”), Deansfield
House, 98 Lancaster Road, Newcastle under Lyme, Staffordshire, ST5 1DS.

The data protection officer is Guy Weir, Director, who can be contacted at the above address
or on or by calling 01782 613366.

What is a Data Processor?

A “data processor” is a person or organisation which processes personal data for the

What is Data Processing?

Data processing is any operation or set of operations performed upon personal data, or sets
of it, be it by automated systems or not. Examples of data processing explicitly listed in the
text of the GDPR are: collection, recording, organising, structuring, storing, adapting, altering,
retrieving, consulting, using, disclosing by transmission, disseminating or making available,
aligning or combining, restricting, erasure or destruction.
What do we mean by Business to Business?
PLC, LTD, incorporated partnerships, trusts and foundations, local authorities and
government institutions.

What do we mean by Business to Consumer?

Private clients, sole traders, unincorporated partnerships, trusts and foundations.
What information do we collect about you and how?

Jacksons, as a Data Controller, is bound by the requirements of the General Data Protection
Regulations (GDPR). You agree that we are entitled to obtain, use and process the
information you provide to us to enable us to discharge the Services (as defined in our Letter
of Engagement and supporting Schedules) and for other related purposes including;

 Updating and enhancing client records
 Analysis for management purposes
 Carrying out credit checks in relation to you
 Statutory returns
 Legal and regulatory compliance
 Crime prevention.

We collect information about you when you fill in any of the forms on our website i.e. sending
an enquiry, signing up for an event, filling in a survey, giving feedback etc. Website usage
information is collected using cookies.

When submitting forms on our website we use a third-party software provider for automated
data collection and processing purposes, they will not use your data for any purposes and
will only hold the data in line with our policy on data retention.


Cookies are text files put on your computer to collect standard internet log information and
visitor behaviour information. This information is then used to track visitor use of the website
and to create statistical reports on website activity. For more information visit or

You can set your browser not to accept cookies and the above websites tell you how to
remove cookies from your browser. Please note in a few cases some of our website features
may not function because of this.
Analytics – e.g. how visitors use our website

We use Google Analytics to store information about how visitors use our website so that we
may make improvements and give visitors a better user experience.
Google Analytics is a third-party information storage system that records information about
the pages you visit, the length of time you were on specific pages and the website in general,
how you arrived at the site and what you clicked on when you were there. These cookies do
not store any personal information about you e.g. name, address etc. and we do not share
the data. You can view their privacy policy below:
Google –

IP addresses

An IP or Internet Protocol Address is a unique numerical address assigned to a computer as
it logs on to the internet. Jacksons do not have access to any personal identifiable information
and we would never seek this information. Your IP address is logged when visiting our site,
but our analytic software only uses this information to track how many visitors we have from
particular regions. Internet Based Advertising

We use LinkedIn, Facebook and Twitter advertising services and as such there are tracking
codes installed on our website so that we can manage the effectiveness of these campaigns.

We do not store any personal data within this type of tracking.

How will we use the information about you and why?

At Jacksons we take your privacy seriously and will only use your personal information to
provide the Services you have requested from us, detailed in your Letter of Engagement and
supporting Schedules and as we have identified above. We will only use this information
subject to your instructions, data protection law and our duty of confidentiality.

For Business to Business Clients and Contacts our lawful reason for processing your
personal information will be “legitimate interests”. Under “legitimate interests” we can
process your personal information if: we have a genuine and legitimate reason and we are
not harming any of your rights and interests.

For Business to Consumer Clients and Contacts our lawful reason for processing your
personal information will be “A contract with the individual” e.g. to supply goods and services
you have requested, or to fulfil obligations under an employment contract. This also includes
steps taken at your request before entering into a contract.

We may receive personal data from you for the purposes of our money laundering checks,
such as a copy of your passport. This data will only be processed for the purposes of
preventing money laundering and terrorist financing, or as otherwise permitted by law or with
your express consent.

Our work for you may require us to pass your information to our third-party service providers,
agents, subcontractors and other associated organisations for the purposes of completing
tasks and providing the Services to you on our behalf. However, when we use third party
service providers, we disclose only the personal information that is necessary to deliver the
Services and we have contracts in place that requires them to keep your information secure
and not to use it for their own direct marketing purposes.

We collect information on our website to process your enquiry, deal with your event
registration, give advice based on survey data and improve our services. If you agree, we
will also use this information to share updates with you about our services which we believe
may be of interest to you.

We will not share your information for marketing purposes with companies so that they may
offer you their products and services.

Transferring your information outside of Europe

As part of the services offered to you through this website, the information which you give to
us may be transferred to countries outside the European Union (“EU”). For example, some
of our third-party providers may be located outside of the EU, such as accountancy and
taxation program software providers and computer equipment hardware providers. Where
this is the case we will take steps to make sure the right security measures are taken so that
your privacy rights continue to be protected as outlined in this policy. By submitting your
personal data, you’re agreeing to this transfer, storing or processing. Where our third-party
supplies are in the US we have ensured that their services fall under the “Privacy Shield”
whereby participating companies are deemed to have adequate protection and therefore
facilitate the transfer of information from the EU to the US.
If you use our services while you are outside the EU, your information may be transferred
outside the EU to give you those services.

Security precautions in place about data collected

When you give us personal information, we take steps to make sure that it’s treated securely.
Any sensitive information (such as credit or debit card details) is encrypted and protected
with the following software 128 Bit encryption on SSL. When you are on a secure page, a
lock icon will appear on the bottom of web browsers such as Microsoft Internet Explorer.
Non-sensitive details (your email address etc.) are sent normally over the Internet, and this
can never be guaranteed to be 100% secure. As a result, while we strive to protect your
personal information, we cannot guarantee the security of any information you transmit to us,
and you do so at your own risk. Once we receive your information, we make our best effort
to ensure its security on our systems. Where we have given (or where you have chosen) a
password which enables you to access certain parts of our websites, you are responsible for
keeping this password confidential. We ask you not to share your password with anyone.


We may analyse your personal information to create a profile of your interests and
preferences so that we can contact you with information relevant to you. We may make use
of extra information about you when it is available from external sources to help us do this
effectively. We may also use your personal information to detect and cut fraud and credit risk.

We would like to send you information about our services which may be of interest to you. If
you have consented to receive marketing, you may opt out at any point as set out below. You
have a right at any time to stop us from contacting you for marketing purposes. To opt out
please email:

How long will we hold your data for?

 Marketing: We will hold your data for a period of 6 years with a review every 3 years.
You will have the opportunity to opt out or update or delete data at any point should
you need to do so and details are set out in this policy as to how to do that.

 Contracted Services: We will hold your data for 7 years in line with our regulatory
requirements. Access to your information, correction, portability and deletion
Access to your information, correction, portability and deletion

What is a Subject Access Request?

This is your right to request a copy of the information that we hold about you. If you would
like a copy of some or all your personal information, please email or write to us at the following
Guy Weir, Director, Jacksons, Chartered Accountants, Deansfield House, 98
Lancaster Road, Newcastle under Lyme, Staffordshire, ST5 1DS

We will respond to your request within one month of receipt of the request. We want to make
sure your personal information is accurate and up to date. You may ask us to correct or
remove information you think is inaccurate by emailing or writing
to the above address.

Objections to processing of personal data

It is your right to lodge an objection to the processing of your personal data if you feel the
“ground relating to your particular situation” apply. The only reasons we will be able to deny
your request is if we can show compelling legitimate grounds for the processing, which
override your interest, rights and freedoms, or the processing is for the establishment,
exercise or defence of a legal claims.

Data Portability

It is also your right to receive the personal data which you have given to us, in a structured,
commonly used and machine-readable format and have the right to transmit that data to
another controller without delay from the current controller if:

a. The processing is based on consent or on a contract, and
b. The processing is carried out by automated means.

Your Right to be Forgotten

Should you wish for us to completely delete all information that we hold about you please
contact us by:
 Email: or
 In Writing to: Guy Weir, Director, Jacksons, Chartered Accountants, Deansfield
House, 98 Lancaster Road, Newcastle under Lyme, Staffordshire, ST5 1DS

Other websites

Our website contains links to other websites. This privacy policy only applies to this website
so when you link to other websites you should read their own privacy policies.


If you feel that your personal data has been processed in a way that does not meet the GDPR,
you have a specific right to lodge a complaint with the relevant supervisory authority. The
supervisory authority will then tell you of the progress and outcome of your complaint. The
supervisory authority in the UK is the Information Commissioner’s Office.

Changes to our Privacy Policy

We keep our privacy policy under regular review and we will place any updates on this web
page. This privacy policy was last updated on 25 April 2018 and the Version number is 1.0
in line with the new GDPR guidelines.

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold
about you:
 By Email: or
 In Writing to: Guy Weir, Director, Jacksons, Chartered Accountants, Deansfield
House, 98 Lancaster Road, Newcastle under Lyme, Staffordshire, ST5 1DS