This segment sets out how BAE Systems (as your current or former employer) as well as the trustees of the BAE Systems defined benefit pension schemes use your personal information to administer and manage your membership of the pension scheme.
This notice should be read in conjunction with the Overview. For information on how your personal information is used to administer and manage your membership of the BAE Systems Retirement Savings Plan, the defined contribution pension scheme, please contact Scottish Widows, the administrator of the Mercer Master Trust). Additional information regarding the BAE Systems pension schemes, including relevant contact details, can also be accessed here.
What processing activities do you undertake that include my personal information?
The scheme trustees (“we”) may process personal information of scheme members undergoing or applying for ill-health retirement.
What categories of personal information are included in these processing activities?
We may process information relating to your health, such as information contained within:
- Medical records and health assessments
- Occupational Health reports
- Details of disability or medical conditions
- Correspondence with healthcare providers
What is the reason for these processing activities?
To review and determine your eligibility for ill-health retirement.
What are the legal grounds you rely on to carry these out?
The processing is necessary for the compliance with a legal obligation to which the Company is subject.
The processing is also necessary for the legitimate interests pursued by the Company.
(See “What are the legal grounds for processing personal information?” in the Overview section.)
What are the 'legitimate interests' referred to above?
The scheme trustees consider that they have a legitimate interest in ensuring that ill-health retirement processes are managed and administered properly.
As this processing may include special categories of personal information, in addition to the above, what are the additional legal grounds you rely on to justify this processing?
This processing is needed for carrying out our employment law obligations. These include pension and employment law requirements.
This processing is necessary for reasons of substantial public interest.
The processing may also be necessary for establishing, exercising or defending legal claims.
(See “What are the legal grounds for processing special category personal information?” in the Overview section.)
To the extent that you did not get this personal information from me, how did you collect this information?
We may receive information from other sources as set out in this Notice (see “Where do you get my personal information from?” in the Overview section), including:
- Occupational Health service providers
- Medical practitioners, incl. independent medical examiners
- Pension scheme administrators
Who do you share this personal information with?
We may share personal information with others as set out in this Notice (see “Where do you get my personal information from?” in the Overview section), including:
- Occupational Health service providers
- Medical practitioners, incl. independent medical examiners
- Pension scheme administrators
- Our legal advisors
Regulatory or statutory bodies, such as HMRC or The Pension Regulator.