Money Guiders programme - data sharing notice
The Money Guiders programme is provided by the Money and Pensions Service (MaPS). It is available free of charge to organisations and practitioners providing non-regulated money guidance to individuals and communities.
Purpose of data sharing
To deliver and evaluate the Money Guiders programme, personal data will be shared between participating organisations and MaPS for the following purposes:
- enabling MaPS to contact individuals and enrol them in the Money Guiders programme
- providing access to programme services, including e-learning, City & Guilds credentials and other support available through the programme
- enabling participating organisations to understand and support participant engagement with the programme
- managing relationships between MaPS and participating organisations
- supporting evaluation, continuous improvement and reporting relating to the effectiveness of the Money Guiders programme.
The personal data shared may include:
Participant information
- Name
- Job title or role
- Email address
- Organisation name
- Learning and programme engagement information, including e-learning progress.
Organisation representative information
- Name
- Job title or role
- Contact details
- Employing organisation
- Communications relating to participation in the Money Guiders programme.
Personal data may be shared with:
- the Money and Pensions Service (MaPS)
- participating organisations involved in the Money Guiders programme
- employees and authorised representatives of those organisations
- third-party service providers engaged in the delivery of the programme.
At the time of publication, these providers include:
- The City and Guilds of London Institute
- Learning Pool Limited
- Reed in Partnership Limited
Personal data will only be shared where necessary for the delivery and operation of the Money Guiders programme.
Data protection and lawful basis
MaPS and participating organisations act as independent data controllers in relation to the personal data they receive and process through the Money Guiders programme.
Each organisation participating in the programme is responsible for ensuring that it has an appropriate lawful basis and any required privacy information in place before sharing personal data with MaPS.
MaPS processes personal data for the performance of a task carried out in the public interest in connection with its statutory functions under the Financial Guidance and Claims Act 2018.
Participating organisations are responsible for determining and documenting their own lawful basis for processing personal data in connection with programme participation.
Data security
All organisations participating in the Money Guiders programme are expected to:
- implement appropriate technical and organisational security measures
- protect personal data against unauthorised or unlawful processing
- protect personal data against accidental loss, destruction or damage
- ensure that anyone handling personal data is subject to appropriate confidentiality obligations
- comply with all applicable data protection legislation.
International transfers
Personal data should not be transferred outside the United Kingdom unless appropriate safeguards have been established in accordance with applicable data protection legislation.
Data subject rights and personal data breaches
Participating organisations remain responsible for responding to requests from individuals relating to personal data they control.
Where appropriate, organisations are expected to cooperate with MaPS in relation to:
Continuous improvement
To support the effective delivery of the Money Guiders programme, participating organisations may be asked to provide information regarding programme use, participant engagement and programme outcomes.
MaPS may review participation and engagement information to help improve delivery of the programme and ensure that personal data is being used only for the purposes described in this notice. Where personal data is no longer required, MaPS may stop sharing that information in accordance with data minimisation principles.
Changes to this notice
MaPS may update this notice from time to time to reflect changes in legislation, regulatory guidance or programme delivery requirements. The latest version will always be made available through the Money Guiders programme.
Contact information
For questions relating to data protection and privacy within the Money Guiders programme:
Data Protection Officer
Money and Pensions Service
Borough Hall, Cauldwell Street, Bedford, MK42 9AB
Email: dpo@maps.org.uk
Frequently asked questions
What is the relationship between MaPS and participating organisations?
The Money and Pensions Service (MaPS) and participating organisations act as independent data controllers in relation to the personal data shared through the Money Guiders programme. Neither party processes personal data solely on behalf of, or under the instruction of, the other. This is not a joint controller arrangement.
What personal data is shared?
For programme administration and reporting purposes, data shared may include:
- Name
- Job title or role
- Email address
- Organisation name
- Learning and engagement information, including e-learning progress.
MaPS may collect additional participant information for programme administration purposes. Where this information is not required by participating organisations, it will not be shared with them.
How long is personal data retained?
Is personal data stored outside the UK?
Personal data held by MaPS and service providers supporting the Money Guiders programme is stored within the UK or European Economic Area (EEA). Any international transfers are managed in accordance with applicable UK data protection legislation and appropriate safeguards.
How is personal data protected?
Does my organisation need to complete a Data Protection Impact Assessment (DPIA)?
Each participating organisation is responsible for determining its own compliance obligations and whether a DPIA is required based on its specific processing activities and organisational policies.
MaPS has assessed its own processing activities relating to the Money Guiders programme and determined that a DPIA is not required for the data sharing activities described in this notice.
Who can I contact if I have questions?
For questions relating to data protection or information sharing within the Money Guiders programme, please contact:
Data Protection Officer
Money and Pensions Service
Email: dpo@maps.org.uk