Record Management

Strong record management is the foundation of effective compliance and organisational control. Our Record Management Basics support helps you establish clear processes for creating, storing, retaining, and securely disposing of records, ensuring information is accurate, accessible, and properly governed. With practical guidance, your organisation can reduce risk, improve efficiency, and demonstrate accountability with confidence.our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.

What's included

Effective records management is a cornerstone of GDPR compliance — and good business practice. Our Records Management Basics guide helps SMEs organise, store, and retain records both digitally and offsite, without unnecessary complexity.

Designed for small and medium-sized businesses, this resource ensures you manage data efficiently, meet legal retention requirements, and reduce risk from over-retention or data loss.

Simple retention list

An easy-to-follow list that tells you how long different types of business records should be kept — including customer data, financial documents, contracts, HR files, and more. Covers both digital files and paper records that might be in offsite storage.

Clear storage guidance

Practical advice on how to store records securely, whether on your local network, cloud platforms, or offsite archives. Includes tips for protecting sensitive data and preventing accidental loss.

Retention and deletion rules

Step-by-step guidance on when to review, archive, or securely delete records, helping you avoid unnecessary storage, comply with GDPR, and minimise risk in case of data breaches.

Accountability and documentation

A simple method to track your retention decisions and actions, ensuring your business can demonstrate accountability if required by regulators or auditors.

Practical examples and templates

Templates and examples to help you implement your retention policy quickly, including logs for digital and offsite storage, making ongoing management straightforward.

Why this matters for SMEs

  • Keeps your business organised and efficient

  • Reduces risk of non-compliance with GDPR and other regulations

  • Protects sensitive data while avoiding over-retention

  • Supports transparency and accountability in your operations

  • Easy to implement without legal or IT expertise

This guide is perfect for SMEs that want a practical, no-nonsense approach to managing records while staying compliant and audit-ready.