Data Retention
Client contact details
- Active clients: Duration of relationship + 2 years
- Inactive clients: 2 years from last contact then delete
Financial records (invoices, payments)
- Retention: 6 years — legal requirement under HMRC and Companies Act
Contracts and agreements
- Retention: 6 years from contract end date — limitation period for legal claims
Research and analysis content
- Retention: Indefinite — core business output, not personal data in most cases
Employee/contractor records
- Retention: 6 years from end of engagement
Correspondence (email)
- Retention: 3 years then review
Website enquiry forms
- Retention: 12 months then delete if no relationship established
