Data Retention Policy
Welcome
Native is a trading name of Native Places Limited (“Native”, “we”, “us”, “our”).
This policy is effective from and was last revised 17 August 2026. The next review date is 17 August 2027 or the first working day thereafter.
Please read this data retention policy carefully as it sets out the basis and timeframes on which we retain and dispose of data produced by or through:
- the www.nativeplaces.com website;
- corporate portals or web pages managed by Native on behalf of our corporate clients;
- web pages offering payment or booking services from our booking apps;
- staff functions including asset management, direct, agent & partner, corporate and key account client services, HR, operations & estates, finance, business development, marketing and IT team personnel; and
- incoming emails or data transfers from colleagues or third parties.
The purpose of this Policy is to ensure that data controlled or processed by Native is adequately protected and maintained, and that records no longer needed are discarded at the proper time.
This Policy also helps Native employees understand their obligations in retaining electronic documents – including e-mail, web files, text files, sound and movie files, PDF documents, Microsoft Office or other formatted files, and database records.
Native is committed to compliance with Data Processing Laws and respecting your privacy. “Data Processing Laws” means: (a) the UK General Data Protection Regulation (the retained Regulation (EU) 2016/679, “UK GDPR”) and the Data Protection Act 2018; and/or (b) where applicable to Native’s processing (for example, processing relating to individuals in the EU), the EU General Data Protection Regulation (EU 2016/679); and/or (c) any corresponding or equivalent national laws or regulations; and any applicable laws replacing, amending, extending, re-enacting or consolidating any of the above from time to time. For the purposes of the Data Processing Laws, Native Places Limited is the data controller.
Native’s Privacy Policy can be viewed at https://www.nativeplaces.com/privacy-policy.
You have the right to lodge a complaint with the UK’s supervisory authority, the Information Commissioner’s Office (ICO), at ico.org.uk, if you believe your data has been processed unlawfully.
Administration
Attached as Appendix A is a Retention Schedule, approved as the initial maintenance, retention and disposal schedule for physical records of Native and the retention and disposal of electronic documents. The Data Protection Officer (DPO) is the officer in charge of administering this Policy and implementing processes and procedures to ensure the Record Retention Schedule is followed. The DPO is also authorised to make modifications to the Record Retention Schedule from time to time to ensure it remains compliant with national and international law.
Suspension of Record Disposal in the Event of Litigation or Claims
If Native is served with any data access request, court proceedings, legal claim, request for documents, or any employee becomes aware of a governmental investigation or audit concerning Native, or the commencement of any litigation against or concerning Native, that employee shall inform the DPO and any further disposal of relevant documents shall be suspended until the DPO, with the advice of counsel, determines otherwise. The DPO shall take the steps necessary to promptly inform all staff of any such suspension.
Data Subject Rights and Early Deletion
The retention periods in Appendix A are maximum periods, not entitlements to retain data regardless of circumstance. Where a data subject exercises a right under UK GDPR (for example, the right to erasure under Article 17, or the right to restriction of processing under Article 18), Native will assess the request under its separate Data Subject Rights Procedure and may delete or restrict the relevant data earlier than the periods below, unless an overriding legal obligation, the establishment/defence of legal claims, or another applicable exemption applies.
Appendix A – Retention Schedule
The Retention Schedule is organised as follows:
- Personal Data under our Privacy Policy ·
- Accounting and Finance ·
- Contracts ·
- Corporate Records ·
- Correspondence and Internal Memoranda ·
- Email & Digital Documents ·
- Insurance Records ·
- Legal Files and Papers ·
- Payroll Documents ·
- Pension Documents ·
- Personnel Records ·
- Health & Safety Records ·
- Property Records ·
- Tax Records.
A. Personal Data that Falls Under the Terms of Our Privacy Policy
Sign-ups for news, offers or marketing campaigns – where you have provided your contact details and confirmed consent to receive news, offers or marketing campaigns, we retain your personal information for no longer than 5 years from the point you last expressed interest, opened a communication without unsubscribing, provided consent, contacted us, subscribed or unsubscribed.
Cookies and other tracking technologies – we retain information derived from cookies and similar technologies for no longer than 12 months. Our cookie banner will prompt you to re-confirm your preferences at renewal; continued use after that point without re-confirmation will not be treated as ongoing consent for non-essential cookies.
Personal information related to enquiries and orders – where you have made an enquiry about, or an order for, products or services (or a third party has done so on your behalf), we retain your information for no longer than 7 years from the point of your last enquiry or order. This period reflects the standard six-year limitation period for contract-related claims under the Limitation Act 1980, plus a one-year administrative buffer.
Billing – where you have been billed by Native for any products or services, we retain your information for no longer than 7 years from the point of billing of your last invoice, consistent with HMRC recordkeeping requirements for tax purposes.
Account information – we retain your account information for as long as your account is active, and a reasonable period thereafter in case you decide to reactivate the Services. We also retain some information as necessary to comply with legal obligations, resolve disputes, enforce our agreements, support business operations, and continue to develop and improve our products and services.
Client contracts – where you are an employee of a corporate client whose contract with us specifies that data must be retained for reporting purposes on their behalf for a particular period, we will comply with that period where possible and where the client has confirmed their responsibility as data controller in that regard.
Job applicant details – CVs, covering letters, application forms and interview notes for unsuccessful candidates are retained for no longer than 1 year, reflecting the standard time limit for bringing an employment tribunal discrimination claim, plus a buffer. Successful candidates will have these files transferred to their personnel file, whose retention is covered under Section K (Personnel Records), not this section.
Other files and emails – we retain active, undeleted electronic files and emails for no longer than 7 years, unless identified as business-critical and set not to be deleted (see Section F for full email handling rules).
Complaints – we retain complaints and responses for no longer than 6 years from closure, reflecting the standard six-year limitation period for related civil claims.
In other cases, we store personal information for the period needed for the purpose for which it was collected or is being further processed, and sometimes longer where required by law. Otherwise, we delete it.
B. Accounting and Finance
Record Type
Retention Period
Accounts Payable ledgers and schedules
7 years after end of financial year
Accounts Receivable ledgers and schedules
7 years after end of financial year
Annual Accounts, Audit Reports and Financial Statements
Permanent
Annual Audit Records, including work papers and other documents relating to the audit
7 years after completion of audit
Annual Plans and Budgets
7 years after end of financial year
Bank Statements and Cancelled Cheques
7 years after end of financial year
Employee Expense Reports
7 years after end of financial year
General Ledgers
Permanent
Interim Financial Statements
7 years after end of financial year
Investment Records
7 years after sales of investment/asset
Credit card records (documents showing customer credit card number)
No longer than 3 years. Company practice is to enter credit card details into a secure, encrypted system and cut out/shred the original document as soon as possible. No credit card numbers may be stored in paper files in our offices or electronic files on our networks beyond the timeframe for entry and disposal above.
C. Contracts
Record Type
Retention Period
Contracts and Related Correspondence (including any proposal that resulted in the contract and all other supporting documentation)
7 years after expiration or termination
D. Corporate Records
Record Type
Retention Period
Corporate Records (minute books, signed minutes of the Board and all committees, corporate seals, articles of incorporation, bylaws, annual corporate reports)
Permanent
Licences and Permits
Permanent
E. Correspondence and Internal Memoranda
Most correspondence and internal memoranda should be retained for the same period as the document they pertain to or support. For instance, a letter pertaining to a particular contract would be retained as long as the contract (7 years after expiration). Records supporting a particular project should be kept with, and take on the retention period of, that project file.
Correspondence or memoranda that do not pertain to a document with a prescribed retention period should generally be discarded sooner, in two categories:
- Routine matters with no significant, lasting consequences: discarded within 2 years. We retain active, undeleted electronic files and emails for no longer than 7 years, unless identified as business-critical and set not to be deleted.
- Non-routine matters or those with significant lasting consequences: retained permanently.
F. Email & Digital Documents
1. Email
- Not all email needs to be retained; retention depends on subject matter. Staff will strive to keep all but an insignificant minority of their email related to business issues, and will delete email that has no legitimate business reason for retention as they identify it.
- Native will archive email 120 days after creation, unless it has already been deleted by the staff member. It is the staff member’s responsibility to delete emails before this point if they should not be retained.
- Archived email is retained for no longer than 7 years from creation, unless it has been identified as business-critical and set not to be deleted, in which case it may be retained permanently subject to periodic review.
- Native will delete a departing employee’s emails and email archives 30 days after their departure, unless their line manager or a director has requested that they be retained for a specified further period.
- Native will not store or transfer Native-related email on non-work-related computers except as necessary or appropriate for Native’s purposes. Staff will take care not to send confidential or proprietary Native information to outside sources unless necessary for a legitimate business purpose.
- Mailbox size limits and related notifications are managed under Native’s separate IT Acceptable Use Policy, not this Data Retention Policy.
- Any email a staff member deems vital to the performance of their job should be copied to the staff member’s designated network folder in accordance with IT guidance.
2. Digital Documents
- The retention period for a digital document should be based on its content and the relevant category elsewhere in this policy.
- Native retains active, unarchived, undeleted electronic files for no longer than 7 years, unless identified as business-critical and set not to be deleted.
- Staff will conduct annual reviews of all digital documents, amending any that are outdated or inaccurate but still required, and deleting those no longer necessary to retain in accordance with this policy.
3. Web Page Files: Internet Cookies
See Section A above for the applicable retention period and re-consent mechanism for cookies and tracking technologies. It is company policy that passwords should not be set to be retained by devices or browsers on shared or work equipment.
4. Disaster Recovery Plan
- Backup tapes are a safeguard to retrieve lost information within a one-year retrieval period, should documents on the network experience problems. The backup tape copy is a safeguard for Native’s record retention system, but is not an official repository of Native’s records. All monthly and yearly tapes are stored offsite in accordance with Native’s Disaster Recovery Policy, and are purged in line with the retention periods in this Policy where they contain the only remaining copy of a record.
- Where a document is maintained in both paper and electronic form, the electronic document is the official record.
G. Insurance Records
Record Type
Retention Period
Annual Loss Summaries
10 years
Audits and Adjustments
3 years after final adjustments
Certificates Issued to Native
Permanent
Claims Files (including correspondence, medical records, injury documentation, etc.)
Permanent
Group Insurance Plans – Active Employees
Until Plan is amended or terminated
Group Insurance Plans – Retirees
Permanent or until 6 years after death of last eligible participant
Inspections
3 years
Insurance Policies (including expired policies)
Permanent
Journal Entry Support Data
7 years
Loss Runs
7 years
Releases and Settlements
25 years
H. Legal Files and Papers
Record Type
Retention Period
Legal Memoranda and Opinions
7 years after close of matter
Litigation Files
6 years after final conclusion of the matter (including any appeal period), or longer if a specific limitation period applicable to the matter has not yet expired – to be confirmed by the DPO/legal counsel on a case-by-case basis
Court Orders
Permanent
Requests for Departure from Records Retention Plan
10 years
I. Payroll Documents
Record Type
Retention Period
Salary records (also overtime, bonuses, expenses)
6 years
Income tax and NI returns, income tax records and correspondence with HMRC
6 years
HMRC approvals
Permanent
Statutory Sick Pay records, calculations, certificates, self-certificates
6 years
J. Pension Documents
Record Type
Retention Period
Pension scheme investment policies and contributions
12 years from the ending of any benefit payable under the policy
Pensioners’ records
12 years after benefit ceases
K. Personnel Records
Record Type
Retention Period
CVs, cover notes, application forms and interview notes (unsuccessful candidates)
1 year
Redundancy details, calculations of payments, refunds, notification to the Secretary of State
6 years from the date of redundancy
Parental leave
6 years after employment ceases.
Working time records
2 years
Retirement Benefits Schemes – records of notifiable events (e.g. relating to incapacity)
6 years from the end of the scheme year in which the event took place
Records relating to children and young adults
Until the child/young adult reaches the age of 21
Statutory Maternity Pay records, calculations, certificates (Mat B1s) or other medical evidence
3 years after the end of the tax year in which the maternity period ends
National Minimum Wage records
3 years after the end of the pay reference period following the one that the records cover.
L. Health & Safety Records
Record Type
Retention Period
Accident books, accident records/reports
3 years from the date of the last entry (or, if the accident involves a child/young adult, until that person reaches age 21)
Assessments under health and safety regulations, and records of consultations with safety representatives and committees
Permanent
Medical records and details of biological tests under the Control of Lead at Work Regulations
40 years from the date of the last entry
Medical records under the Control of Substances Hazardous to Health Regulations (COSHH)
40 years from the date of the last entry
Medical records under the Control of Asbestos at Work Regulations
40 years from the date of the last entry; (medical examination certificates) 4 years from the date of issue
Medical records under the Ionising Radiations Regulations 1999/2017
Until the person reaches 75 years of age, but in any event for at least 50 years
M. Property Records
Record Type
Retention Period
Management agreements, leases, licences to operate
Permanent
Building services statutory certificates and documents
6 years after end of agreement
Original Purchase/Sale Agreements
Permanent
Property Insurance Policies
Permanent
N. Tax Records
Record Type
Retention Period
Company tax returns, including profit and loss for corporation tax
7 years
VAT returns
7 years
Capital gains tax returns
7 years
How You Can Request Further Information
If you have any questions or require details relating to this Data Retention Policy, please contact our Data Protection Officer:
- Email: dataprotection@nativeplaces.com
- Post: Data Protection Officer, Native, 11-13 Bayley St, Bedford Square, London, England, WC1B 3HD
You may also lodge a complaint at the same address, if you believe your personal data has been processed unlawfully. Our team will come back to you within the statutory period of the 30 days.
You may also lodge a complaint with the Information Commissioner’s Office (ico.org.uk).
