Liftroller UK Retention Policy 

1. Introduction This policy outlines the guidelines for the creation, maintenance, use, and disposal of records at Liftroller UK. The goal is to ensure efficient record management, compliance with legal and regulatory requirements, and protection of sensitive information.
2. Scope This policy applies to all employees, contractors, and agents of Liftroller UK. It covers all types of records, including but not limited to:

• Electronic Records: Emails, documents, spreadsheets, presentations, databases, and other digital files.
• Paper Records: Printed documents, contracts, invoices, and other physical records.

3. Retention Schedule The following retention schedule outlines the minimum retention periods for various record types:

4. Record Creation and Maintenance

• Accurate and Complete Records: All records must be created accurately, completely, and in a timely manner.
• Proper Labelling and Storage: Records must be properly labelled and stored to ensure easy retrieval and organization.
• Regular Review and Updates: Records should be reviewed and updated regularly to maintain accuracy and relevance.

5. Record Access and Use

• Authorized Access: Access to records is restricted to authorized personnel.
• Confidentiality: Confidential information must be handled with care and protected from unauthorized access.
• Proper Use: Records must be used only for legitimate business purposes.

6. Record Disposal

• Secure Disposal: Records must be disposed of securely to prevent unauthorised access and data breaches.
• Compliance with Laws and Regulations: Disposal methods must comply with all applicable laws and regulations.
• Documentation of Disposal: A record of record disposal must be maintained.

7. Policy Review and Updates This policy will be reviewed and updated periodically to ensure its continued relevance and effectiveness.