Privacy policy

Privacy Notice (V6.2)

Updated 12/7/2026

THE LAKE DISTRICT CALVERT TRUST PRIVACY NOTICE (VERSION 6.2)

INTRODUCTION

This Privacy Notice explains how The Lake District Calvert Trust (Registered Charity No. 270923) (trading as Calvert Lakes & Calvert Stables) and The Friends of the Calvert Trust (Lake District) (Registered Charity No. 1067899) collect, use, store and protect personal information.

The Lake District Calvert Trust provides accessible outdoor adventure, accommodation, swimming, riding, volunteering, fundraising and charitable activities for disabled people, their families and friends.

We are committed to protecting personal information and processing it fairly, lawfully and transparently in accordance with:

  • UK General Data Protection Regulation (UK GDPR)
  • Data Protection Act 2018
  • Privacy and Electronic Communications Regulations (PECR)

 

The Lake District Calvert Trust is the Data Controller for the purposes of UK GDPR.

Contact Details

The Lake District Calvert Trust

Little Crosthwaite

Keswick

Cumbria

CA12 4QD

enquiries@calvertlakes.org.uk

 

WHO THIS PRIVACY NOTICE APPLIES TO

  • Guests and participants
  • Parents, carers and support workers
  • Group leaders and teachers
  • Donors and supporters
  • Volunteers
  • Trustees
  • Employees and job applicants
  • Visitors to our website
  • Users of our swimming pool and riding services
  • Individuals attending fundraising events

 

THE INFORMATION WE COLLECT

We may collect:

  • Name
  • Date of birth
  • Address
  • Email address
  • Telephone numbers

 

Booking Information

  • Visit details
  • Activity participation records
  • Attendance records
  • Accommodation information

 

Special Category Information

Because we provide services to disabled children and adults, we may collect:

  • Disability information
  • Medical information
  • Medication details
  • Dietary requirements
  • Accessibility requirements
  • Behavioural support information
  • Risk assessments
  • Emergency contact information
  • Safeguarding information where necessary

 

Volunteer and Employment Information

  • Recruitment records
  • Qualification records
  • References
  • Right to work documentation
  • DBS information
  • Training records

 

Fundraising Information

  • Donation records
  • Gift Aid declarations
  • Event registrations
  • Communication preferences

 

Website Information

  • IP address
  • Browser information
  • Device information
  • Website usage information
  • Cookie preferences

 

HOW WE COLLECT INFORMATION

We collect information:

  • Through website forms
  • Through Cinolla booking forms
  • Through Microsoft Forms
  • Through email and telephone enquiries
  • Through fundraising and donation processes
  • Through event registrations
  • Through volunteer and recruitment applications
  • Through swimming pool bookings
  • Through fundraising activities
  • Through website cookies and analytics
  • Through third parties acting on your behalf

 

WHY WE PROCESS PERSONAL INFORMATION

We process personal information to:

  • Deliver services and activities
  • Manage bookings
  • Ensure participant safety
  • Meet safeguarding responsibilities
  • Manage donations and Gift Aid
  • Communicate with supporters
  • Marketing relevant products and services
  • Manage volunteers
  • Recruit and manage employees
  • Improve services
  • Manage complaints and incidents
  • Comply with legal obligations
  • Prevent fraud and misuse

 

OUR LEGAL BASIS FOR PROCESSING

We process personal data using one or more of the following lawful bases:

 

Contract

  • Managing bookings
  • Providing services
  • Processing purchases and payments

 

Legal Obligation

  • Safeguarding
  • Health and safety
  • Employment law
  • Charity law
  • Company law
  • Tax and Gift Aid requirements

 

Legitimate Interests

  • Service improvement
  • Fundraising communications
  • Volunteer management
  • Security and fraud prevention
  • Operational management

 

Consent

  • Marketing emails and communication
  • Optional photographs
  • Fundraising emails and communication
  • Non-essential website cookies

 

Vital Interests

  • Medical emergencies
  • Serious safeguarding concerns

 

For special category data we additionally rely upon:

  • Provision of health or social care related services
  • Safeguarding of children and vulnerable adults
  • Health and safety
  • Substantial public interest
  • Explicit consent where appropriate

 

MARKETING AND FUNDRAISING COMMUNICATIONS

We may contact supporters regarding:

  • Appeals
  • Events
  • News
  • Volunteering opportunities
  • Fundraising activities

 

In addition:

  • You may opt out at any time using the unsubscribe link in emails or by contacting us. Service communications relating to bookings will continue to be sent where necessary.
  • We do not sell, exchange or share supporter information with other organisations for their own marketing or fundraising purposes.

 

DONATIONS AND GIFT AID

We retain donation and Gift Aid information to:

  • Process donations
  • Maintain donor records
  • Administer Gift Aid
  • Meet HMRC requirements
  • Demonstrate charitable impact

 

COOKIES AND WEBSITE ANALYTICS

Our website uses cookies to improve functionality, security and user experience. Cookies may include:

Necessary Cookies

Required for website operation.

Preferences Cookies

Remember your settings and preferences.

Analytics Cookies

Help us understand website usage through Google Analytics.

Marketing Cookies

Used only where consent has been provided.

You may manage your cookie preferences through our website cookie banner.

 

WHO WE SHARE INFORMATION WITH

We only share information where necessary and appropriate. These providers act as data processors on behalf of the Trust and are required to process personal information in accordance with applicable data protection legislation.

Current service providers include:

Operational Systems

  • Cinolla – booking and participant management
  • Lemon Bookings – swimming pool bookings
  • Mailchimp
  • Microsoft 365 – email, forms and collaboration
  • Evalu-8 – HR management
  • Xero – finance and accounting

 

Fundraising Systems

  • Beacon CRM
  • Trybooking
  • Just Giving
  • Enthuse
  • SurveyMonkey
  • E-Tapestry (historic fundraising records during migration period)

 

Website and Technology

  • Google Analytics
  • Facebook
  • Instagram
  • LinkedIn
  • Cloudfare
  • WordPress
  • Worldpay – payment processing
  • Stripe – payment processing
  • We Are Digital – website hosting, support and maintenance

 

Network and Wi-Fi Services

  • KCS (Keswick Computer Systems) – managed network and Wi-Fi services

 

Volunteer and Employment Systems

  • CareCheck – DBS processing
  • Armstrong Watson – payroll service

 

Historic Systems

  • Historic Calvert Reconnections records retained securely in archived format following closure of the service.

 

The Trust also shares information where legally required with:

  • HMRC
  • Insurers
  • Regulators
  • Law enforcement agencies
  • Safeguarding authorities

 

Our third-party service providers are contractually required to process personal information only on behalf of the Trust and in accordance with applicable data protection legislation. Further information about how our key providers process personal data can be found within their own privacy notices available on their websites.

 

INTERNATIONAL DATA TRANSFERS

Some suppliers may process data outside the UK. Where this occurs, we ensure appropriate safeguards are in place including:

  • UK International Data Transfer Addendum
  • Standard Contractual Clauses
  • Adequacy regulations

 

CCTV

CCTV is used at certain Trust locations for:

  • Security
  • Crime prevention
  • Safeguarding
  • Health and safety

 

Footage is normally retained for approximately 30 days unless required for investigation purposes.

 

HOW LONG WE KEEP INFORMATION

The Trust retains information in accordance with its Retention of Documents Policy. Examples include:

  • Donation records – 6 years
  • Gift Aid records – 6 years
  • Personnel files – 6 years after employment
  • Accident and incident records – up to 28 years where required
  • Safeguarding records – normally until age 75 or 25 years after last contact, whichever is longer
  • CCTV footage – normally 30 days

 

Where legal claims, safeguarding concerns, insurance matters or investigations exist, information may be retained longer.

 

YOUR RIGHTS

You have the right to:

  • Access your personal data
  • Correct inaccurate information
  • Request deletion where applicable
  • Restrict processing
  • Object to processing
  • Data portability
  • Withdraw consent where consent is relied upon
  • Complain to the Information Commissioner’s Office (ICO)

 

MAKING A COMPLAINT

If you have concerns about how we use your information, please contact us first. You may also contact the Information Commissioner’s Office. See www.ico.org.uk

 

CHANGES TO THIS NOTICE

We may update this Privacy Notice from time to time. The latest version will always be published at www.calvertlakes.org.uk.

Privacy Notice Version 6.2

Approved: 12th July 2027

Next Review: 12th July 2029 (or sooner subject to changes of regulations, systems or processes)