Reply To: Retain Pensioner Application Forms not stored Electronically

#25182
Andrew Butcher
Keymaster

    Hi Liz

    Apologies for the delay, the time you need to keep for is a minimum of two years from the date the customer ceases to be your customer.

    Attached, and under useful information is the last known version (that I have) of the CCeS guidelines and on page 18 it provides the timeframe.

    Like others we have digitised all of our past rebate applications and electronically store all new ones since 2009.
    I hope thi is helpful.

    Regards,
    Andrew

    CCeS Procedural Guide