Benefits assessment and charging

This privacy notice is designed to help you understand how and why the benefits, assessments and charging service processes your personal data. This notice should be read in conjunction with the council’s corporate privacy notice.

Who are we?

North Yorkshire Council is a ‘data controller’ as defined by Article 4(7) of the UK general data protection regulation (UK GDPR).

The benefits, assessments and charging (BAC) service is responsible for completing financial assessments, ensuring welfare benefits maximisation and facilitating charging for social care services. The team retains your information in order to ensure that social care clients are charged appropriately and also to facilitate payments to the providers of social care, according to the local authority guidelines encompassed in the care act 2014.

The council has appointed Veritau to be its data protection officer. Their contact details are:

Information Governance Office 
West Offices
Station Rise
North Yorkshire

01904 55 2848

What personal information do we collect?

In order to deliver the benefits, assessments and charging service we need to collect the following personal data:

  • name
  • address
  • date of birth
  • contact details (email address, phone number)
  • social care ID
  • national Insurance number
  • details about your family and social circumstances
  • financial information

We may also need to process the following special category information:

  • details about your physical or mental health
  • racial or ethnic origin

Why do we collect your personal information?

Your information is collected in order to carry out the following tasks:

  • to complete accurate financial assessments to determine how much we can ask you to pay towards any social care and support that we may provide on your behalf
  • to ensure that we make accurate payments to the providers of that care and support
  • to ensure that you are receiving the correct entitlement to welfare benefits and assist you to maximise any such entitlement

Who do we share this information with?

Internally within the council, we may share information with the following service areas:

  • housing
  • taxation
  • operational social care and support teams

Externally to the council, we may share information with the following organisations:

  • department for work and pensions (DWP)

How long do we keep your information for?

The following table details the retention periods for records relating to the benefits, assessments and charging service:

Data held

Retention period

Data in relation to your overall financial position

Retain from year records created plus 6 years

Client records in relation to the care of adults

Retain from year records created plus 6 years

What is our lawful basis for processing your information?

North Yorkshire Council relies on the following lawful basis to process your personal data: 

  • UK GDPR Article 6 (1) (c) – processing is necessary for compliance with a legal obligation to which the controller is subject 
  • UK GDPR Article 6 (1) (e) – processing is necessary for the performance of a task carried out in the public interest  

When processing special category information, the Council will rely on the following lawful basis: 

UK GDPR Article 9 (2) - processing is necessary for reasons of substantial public interest with processing meeting Schedule 1, Part 2 of the Data Protection Act (2018) as below: 

  • (6) Statutory and Government purposes  
  • (16) Support for individuals with a particular disability or medical condition 

UK GDPR Article 9(2)(h) – processing is necessary for the purposes of the provision of health and social care.

The legislations, policies and guidance that relate to this service includes, but is not limited to:

  • the care act 2014

For more information about how the council uses your data, including your privacy rights and the complaints process, please see our corporate privacy notice.