Retention and Destruction Policy and Procedure Template
Take the guesswork out of document management with our comprehensive template
Why Every UK Business Needs a Proper Retention Policy
Managing business documents isn't just about staying organised—it's about legal compliance, protecting sensitive information, and avoiding costly penalties. Without a clear retention and destruction policy, your business could face regulatory breaches, storage costs spiralling out of control, and the very real risk of data protection breaches. Our template removes the complexity and uncertainty, giving you a robust framework that satisfies GDPR requirements, follows UK legal standards, and provides clear guidance for your entire team.
Legal Compliance Made Simple.
Professional Standards
Comprehensive Document Coverage
Time-Saving Implementation
We've done the heavy lifting by researching UK legislation, GDPR requirements, and industry best practices. Every retention period is backed by legal requirements or recognised professional standards, protecting you from costly regulatory fines and legal complications whilst ensuring your business stays compliant.
Demonstrate to clients, auditors, and regulatory bodies that your business takes data protection seriously with a comprehensive policy framework. This professional approach reduces your risk exposure to data breaches and builds trust with stakeholders, protecting your business reputation and avoiding potential litigation costs.
From employee records and financial documents to contracts, our template covers the different document types with specific retention periods. This eliminates the guesswork that leads to over-retention costs or dangerous under-retention risks, whilst reducing storage expenses through systematic document destruction.
Why spend weeks researching retention requirements when we've already compiled everything you need? Our template can be customised for your business in minutes, not days, saving you time and getting you compliant faster whilst reducing the ongoing administrative burden on your team.
Complete Support Package Included
You're not just getting a template—you're getting support to ensure that it reflects your business practices.
We understand that even the best template can raise questions when you're adapting it to your specific circumstances, which is why we've included support to make sure you are happy with it. Our detailed video tutorial walks you through each aspect of customising the template for your business needs. You'll see exactly how to adapt the wording for your industry. The tutorial covers common scenarios and questions, making the customisation process clear and straightforward. If you find yourself with specific questions after watching the tutorial, our email support team is ready to help. Whether you're unsure about a particular retention period and its relevance to your business or need clarification on destruction procedures, we're here to provide the answers you need to implement your policy with confidence.
Course Curriculum
Lesley Cooley
Meet Lesley, your guardian for data protection and information security. With an extensive 18-years experience as a Data Protection Officer, Lesley's expertise has been essential for the not-for-profit sector and SMEs, along with the Market Research Sector.
But Lesley is not just about qualifications, although she has lots of those; she's a master at simplifying complex processes and crafting tailor-made solutions for each client. With a solid background in process improvement and a formidable Information Security qualification, Lesley ensures that every piece falls into place seamlessly.
Adding to her skills, Lesley holds a Level 5 executive coaching and mentoring qualification from the Institute of Leadership and Management. This means she can guide your teams as they navigate necessary improvements to systems, processes, and policies.
What's more, Lesley is a certified risk manager, making her the perfect match for our Information Security clients. She understands the art of risk mitigation and ensures that your business evaluates its risks and puts mitigation into place.
And when it comes to change management, Lesley is your go-to expert. With qualifications as a change manager, she knows how to orchestrate effective transformations within teams and keep them focused on the end goal.
Lesley's impressive track record spans across countless organisations, where she has been key in supporting GDPR compliance and providing invaluable information security advice. She's your shield against the myriad threats that businesses face today, ensuring your peace of mind. Welcome to a safer, more secure future with Lesley by your side.
