Data Privacy & Compliance

TrustBridge Bereavement Services is committed to delivering safe, secure and compliant administrative support to families and professional partners. We operate with full transparency, strong governance, and strict adherence to UK GDPR and the Data Protection Act 2018.

Privacy Policy

Effective Date: 31/12/25
Last Updated: 01/05/26

1. Who We Are

TrustBridge Bereavement Services (“we”, “us”, “our”) provides non-legal administrative support to bereaved families, funeral directors, probate providers, and solicitors. We handle personal data with the highest level of confidentiality and professionalism.

Data Controller:
Jamie Mark Davies-Evans
TrustBridge Bereavement Services
48 Cypress Avenue, West Cross, Swansea, SA3 5JX
jamie@trustbridgebereavmentservices.co.uk

2. What Personal Data We Collect

We may collect and process the following types of personal data:

  • Full name and contact details
  • Relationship to the deceased
  • Details of the deceased (name, date of death, funeral arrangements)
  • Documents required for administrative support
  • Case notes and communication records
  • Information provided by funeral directors, solicitors, or partners

We do not collect sensitive data unless required and with explicit consent.

3. How We Use Your Data

Your data is used to:

  • Provide bereavement administrative support
  • Communicate with you and manage your case
  • Liaise with funeral directors, solicitors, and partners (with consent)
  • Maintain accurate records for compliance and service delivery
  • Respond to enquiries, concerns, or complaints

4. Lawful Basis for Processing

We process your data under the following lawful bases:

  • Consent – when you give clear permission
  • Contract – when processing is required to deliver our services
  • Legal obligation – when required by law
  • Legitimate interests – to operate and improve our services responsibly

5. Sharing Your Data

We may share your data with:

  • Funeral directors, solicitors, probate providers (with consent)
  • Cloud and IT service providers for secure storage
  • Regulatory authorities when legally required

We never sell your data or share it for marketing purposes.

6. Data Retention

We retain your data only as long as necessary to fulfil the purpose for which it was collected. Typically, this is 6 years from the end of service delivery unless legal requirements state otherwise.

7. Your Rights

You have the right to:

  • Access your personal data
  • Request correction of inaccurate information
  • Request deletion (“right to be forgotten”)
  • Object to processing
  • Withdraw consent at any time
  • Complain to the Information Commissioner’s Office (ICO)

8. Data Security

We use strong technical and organisational measures to protect your data, including:

  • Encrypted cloud storage
  • Restricted access controls
  • Secure document transfer procedures
  • Staff training in data protection and confidentiality
  • Internal audit trails for all case activity

9. Compliance & Operational Standards

TrustBridge follows strict internal compliance frameworks designed for bereavement support services. These include:

  • Data Protection Impact Assessments (DPIAs) for new processes
  • Document retention and secure destruction policies
  • Verification of authority before acting on behalf of any family
  • Partner verification checks for funeral homes, solicitors, and probate providers
  • Clear audit logs for all communications and administrative actions
  • Immediate reporting procedures for any suspected data incident

Our compliance standards ensure that every case is handled with professionalism, transparency, and accountability.