The Positive Transformation Group Ltd customer privacy notice
Registered name: Positive Transformation Group
This privacy notice tells you what to expect us to do with your personal information.
What information we collect, use, and why
We collect or use the following information to provide and improve products and services for clients:
or use the following personal information for information updates or marketing purposes: Names and contact details
or use the following personal information to protect client welfare:
or use the following personal information for dealing with queries, complaints or claims:
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 in brief set out below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
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:
Our lawful bases for collecting or using personal information for information updates or marketing purposes are:
bases for collecting or using personal information to protect client welfare are:
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.
bases for collecting or using personal information for dealing with queries, complaints or claims are:
Where we get personal information from
How long we keep information
We store relevant information as follows in accordance with our data retention schedule; as follows:
1. Personal Data
Retention Period: 5 years
Purpose: To comply with legal and regulatory requirements, and to provide ongoing support to clients. Data Types: Names, contact information, course details.
2. Course Records
Retention Period: Course Duration plus 2 years
Purpose: To maintain records of course offerings, attendance, and completion for quality assurance and regulatory compliance. Data Types: Course schedules, attendance logs, progress, certificates of completion.
3. Financial Records
Retention Period: 7 years
Purpose: To comply with tax regulations and financial auditing requirements. Data Types: Invoices, receipts, financial statements, tax filings.
4. Employee & Associate Records
Retention Period: 7 years
Purpose: To comply with employment laws and regulations.
Data Types: Employment & Associate contracts, performance reviews, payroll records, feedback.
5. Marketing Data
Retention Period: 3 years
Purpose: To manage marketing campaigns and analyze customer engagement. Data Types: Email addresses, marketing campaign responses, customer feedback.
6. Training Materials
Retention Period: Indefinite
Purpose: To maintain and update training materials for future use. Data Types: Training manuals, presentation slides, course content.
7. Miscellaneous Records
Retention Period: 5 years
Purpose: To comply with general business practices and potential legal inquiries. Data Types: Meeting minutes, internal communications, policy documents.
Who we share information with
Data processors
Training Partners
Some of our training partners do the following activities for us: Processing learners, enrolment and training.
We have a joint controller relationship with some Training Providers & Associates.
We process your personal information with that joint controller for the following reason: Our Education Providers, Associates and Coaches have their own Privacy Policies..
Others we share personal information with
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