Privacy Notice - Financial Operations

Nature of work

The Financial Operations Division is responsible for providing a range of financial support services to both the Council and the wider community. Services provided to the Council include budgeting and financial forecasting, the completion of statutory accounts and financial advisory services. Examples of services to the public include the processing of invoices and payments to businesses and individuals (including direct payments to the recipients of adult social care), the administration of Appointee and Deputyships and the processing of Civil Liability claims against the Council and Solihull Community Housing Ltd.

Why we need your information

We need your information:

  • for the purpose for which you provided the information, e.g. the processing of an insurance claim
  • to enable us to communicate with you and provide the services you need or are entitled to
  • to process financial transactions including grants, payments and benefits directly involving  us or where we are acting on behalf of other government bodies such as Department for Works and Pensions
  • for the prevention and/or detection of crime including fraud
  • for general processing where you have given your consent for us to do so

Type/Classes of information processed

Where relevant we process a variety of information relating to individuals including:

  • personal details
  • family details
  • lifestyle and social circumstances
  • financial details
  • employment details
  • medical details such as GP, hospital and occupational therapy records

Who information is processed about

We process information about:

  • Insurance claimants, litigation friends, legal guardians or advocates
  • Witnesses to accidents
  • Court of Protection Appointee and Deputyships
  • Adult Social Care clients

Who information may be shared with

Where necessary or required we share information with:

  • The Council's insurance providers and claim investigators
  • Solicitors, Barristers and Legal experts

How long we will keep your information

  • Insurance – 7 years following settlement of claim
  • Payments – 7 years
  • Court of Protection and Appointeeships – 7 years following last contact
  • A payment for a Solihull Community Housing (SCH) invoice or bulky waste collection - payment data will be retained for 6 months

Transfers Overseas

Personal information is occasionally transferred overseas in connection with the Council's Deputyship function.