N
InsightHorizon Digest

Do I need a data retention policy

Author

James Bradley

Updated on April 20, 2026

Any organization subject to regulations needs a data retention policy, but there are other reasons to develop one. Data retention policy best practices also offer other benefits to any organization. Data retention policies in information management are the crux of data management more generally.

Is a data retention policy mandatory?

Under the General Data Protection Regulation (GDPR), organisations must create a data retention policy to help them manage the way they handle personal information. … In this blog, we explain why that’s the case, how data retention policies work and how you can create one in line with the GDPR’s requirements.

Why do we need data retention?

A data retention policy is the first step in helping protect an organization’s data and avoid financial, civil, and criminal penalties that increasingly accompany poor data management practices.

Should all organizations have data retention policies?

While retaining documents indefinitely can create clutter, destroying them too quickly leads to stress and causes legal complications. Therefore, an efficient document retention policy is essential for implementing a uniform rule in the company for how long a record should be kept in the organization.

Who is responsible for data retention policy?

For proper creation and implementation of a data retention policy, especially regarding compliance, the IT team should work with the legal team. The legal team will have a better idea of how long data must be retained by law, while IT is responsible for the actual implementation of the policy.

How long can you keep information under GDPR?

You can keep personal data indefinitely if you are holding it only for: archiving purposes in the public interest; scientific or historical research purposes; or. statistical purposes.

How long can I keep data under GDPR?

GDPR does not specify retention periods for personal data. Instead, it states that personal data may only be kept in a form that permits identification of the individual for no longer than is necessary for the purposes for which it was processed.

Why should a business have policies for the retention of documents?

The policy ensures that employees follow approved requirements consistently and legally, preventing unwanted problems and stress, helping you better serve your company’s bottom line. …

Why do you need a document retention policy?

A well-defined document retention policy improves efficiency and security. By establishing how physical and digital data are managed, it is easier to access and protect them. A document retention policy can be challenging to develop and manage but is essential to creating compliance and operational efficiencies.

What is a good data retention policy?

A good data retention policy needs to clearly define its purpose, address concerns and clarify its scope. The tricky part is that it varies for different businesses based on their specific needs. Following these best practices will help you create a data retention policy that is uniquely yours.

Article first time published on

What should a data retention policy include?

Data retention policies concern what data should be stored or archived, where that should happen, and for exactly how long. Once the retention time period for a particular data set expires, it can be deleted or moved as historical data to secondary or tertiary storage, depending on the requirements.

What is a retention policy and how is it used?

What is a retention policy. A retention policy (also called a ‘schedule’) is a key part of the lifecycle of a record. It describes how long a business needs to keep a piece of information (record), where it’s stored and how to dispose of the record when its time.

Which of the following requirements should the data retention policy address?

The data retention policy must consider legal, regulatory, and operational requirements. The data retention policy should address what data is to be retained, where, how, and for how long. Describe Electronic discovery.

How long does data have to be stored?

Type of research or research dataMinimum storage periodResearch involving clinical trialsData must be stored for at least 15 years from the date of final publication

What is the maximum length of time you can hold data for?

As per the General Data Protection Regulation (GDPR), any personal data must not be kept any longer than it is necessary for the purpose for which the personal data is processed. This further means there is a time limit on how long customers’ data can be kept intact. Though there is no specified time limit.

How long should a company keep personal data?

If an employee claims that you’ve breached their contract, they might take you to the civil courts. They can do this within six years of the alleged breach. As a result, you should keep personal data, performance appraisals and employment contracts for six years after an employee leaves.

How far back can a SAR request go?

You must get back to the individual with the requested information without undue delay. However, you can extend this time period to up to three months if the request is complex, or if the same individual has made a high number of requests.

Do you need consent for Google Analytics?

When using Google Analytics on your website, you must first obtain the explicit consent of end-users to activate the Google Analytics cookies, as well as describe all personal data processing in your website’s privacy policy.

What is the best way to begin planning a data retention policy?

  1. Build Your Data Retention Policy Development Team.
  2. Determine All the Regulations That Are Applicable to Your Business.
  3. Define the Data to Be Included in Your Data Retention Policy.
  4. Compose Your Data Retention Policy.

Why is it important to incorporate data retention policies into the organization's cybersecurity policy?

Data Retention Policies are critical to ensuring all local and federal regulations and retention schedules are being met. This includes retaining data and records for the specified period of time, and also prompt deleting or destroying records once the retention policy is up.

What is a backup retention policy?

A Backup Retention Policy determines the retention time of data, archival rules, data formats and the permissible means of storage, access and encryption, while weighing legal and privacy concerns against economics and ‘need to know’ concerns.

Why have an email retention policy?

An Email Retention Policy (ERP) is a defined procedure prescribing how long emails should remain within an archiving solution before being erased. It is relied upon as a legal protection if proof of email communication is needed for a court case or to satisfy governmental regulations.

How long does it take to apply retention policy?

After you apply the new retention policy to mailboxes in Step 4, it can take up to 7 days in Exchange Online for the new retention settings to be applied to the mailboxes. This is because a process called the Managed Folder Assistant processes mailboxes at least once every 7 days.

What is data retention?

Data retention defines the policies of persistent data and records management for meeting legal and business data archival requirements. … In the case of government data retention, the data that is stored is usually of telephone calls made and received, emails sent and received, and websites visited.

How do I know if my retention policy is working?

Check the retention policy option that applies to the folder in which the items are stored. To do this, right-click the folder, and then scroll down to Assign policy. Check Retention Policy and Expire fields to see whether an item is set an expiration date.

What is a retention policy Office 365?

Retention policies allow to automatically assign some trigger action for an item after a certain period (for instance, move the item to the archive mailbox or delete it permanently). Office 365 retention policies can be used to automatically remove email items older than a specified date from a user’s mailbox.

Is Internet data stored forever?

The simple answer is a long time, indefinitely, forever. The reality however is often quite different because there are limitations to data, data storage and retrieval that often give digital information a lifespan.

When should data be destroyed?

When the time comes that you no longer need a document or set of documents, you should destroy them. Providing that they don’t relate to company information, clients or employees, you are able to destroy them as frequently as you please.

What type of storage is recommended for long term data retention?

If all you need is to store massive amounts of data cheaply, and rarely require search or restore, then either tape or cold cloud storage will do for long-term data retention. Both are more economical than disk storage.