Junius S. Morgan Benevolent Fund
Privacy Policy

The Junius S Morgan Benevolent Fund (the Fund) is the controller and responsible for your personal data (collectively referred to as "we", "us" or "our" in this privacy policy). This Privacy Policy will inform you as to how we look after your personal data and tell you about your privacy rights and how the law protects you.

What is the Junius S, Morgan Benevolent Fund?

The Fund makes charitable grants to members of the nursing profession who are in hardship for a variety of reasons. The Fund was established in 1890 by policyholders of The Royal National Pension Fund for Nurses in memory of one of its founders, Mr Junius Spencer Morgan. Since its inception it has made thousands of small grants to nurses, former nurses and nursing auxiliaries, on many occasions being the catalyst needed to help them turn their lives around.

The information we collect

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

  • Identity Data includes first name, maiden name, last name, national insurance number, marital status, title, date of birth and gender.
  • Contact Data includes residential address, email address and telephone numbers.
  • Financial Data includes bank account, bank statements, and information on investments and savings.
  • Experience Data includes all information that you share with us when you provide us with your employment history, your skills and expertise, relevant experience, information provided by any referees you name in your application, education history, and qualifications.
  • Special Categories Data includes information about your health and disabilities.

How is your personal data collected?

We use different methods to collect data from and about you including through:

  • Direct interactions. You may give us your Identity, Contact, Financial, Experience, Special Categories Data by filling in application forms or by corresponding with us by post, phone, email or otherwise. This includes personal data you provide when you apply for a grant.
  • Third parties. We will receive personal data about you from third parties.

How we use your personal data

We have set out below, in a table format, a description of all the ways we plan to use your personal data, and which of the legal bases we rely on to do so. We have also identified what our legitimate interests are where appropriate.

Purpose/Activity Type of data Lawful basis for processing including basis of legitimate interest
To assess a grant application. Identity, Experience, Financial, and Contact Data. Performance of a contract with you

Necessary for the legitimate interests of the Fund (to ensure applicants comply with the criteria to apply for a grant)
Special Categories Data The processing is:
a) Necessary for the legitimate interests of the Fund (to ensure applicants comply with the criteria to apply for a grant); and
b) Processing is carried out in the course of its legitimate activities with appropriate safeguards by a not-for-profit body.
To contact you in relation to it or any grant that we make. Identity, Experience, Financial, and Contact Data. Performance of a contract with you.
To identify whether you have made a duplicate application to another charity participating in the same funding program as us. Identity and Contact Data. Your consent.

Your personal information will be held, only for as long as it is required for our grant-making processes or as long as the law requires.


Your personal information will be kept strictly confidential. Your personal information will not be sold, given away or shared with anyone else, unless we’re required to do so by law.

Disclosures of your personal data

We may share your personal data with the parties set out below for the purposes set out in the table above.

  • Professional advisers including lawyers, bankers, auditors and insurers based in the United Kingdom who provide consultancy, banking, legal, insurance and accounting services.
  • HM Revenue & Customs, regulators and other authorities based in the United Kingdom who require reporting of processing activities in certain circumstances.
  • Charities who offer similar funding grants to us for the purpose of identifying any duplicate applications.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

International transfers

We do not transfer your personal data outside the European Economic Area (EEA).

The rights of individuals

Your legal rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data.

You have the right to:

Request access to your personal data (commonly known as a "subject access request"). This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.

Request correction of the personal data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.

Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.

Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground as you feel it impacts on your fundamental rights and freedoms. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.

Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data in the following scenarios:

  • If you want us to establish the data's accuracy.
  • Where our use of the data is unlawful but you do not want us to erase it.
  • Where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims.
  • You have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.

If you wish to exercise any of the rights set out above, please contact our Chief Executive via the contact details set out below.

Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.

Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain services to you. We will advise you if this is the case at the time you withdraw your consent. If you wish to exercise any of the rights set out above, please contact us using the details provided in this privacy policy.

No fee usually required

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we could refuse to comply with your request in these circumstances.

What we may need from you

We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

Time limit to respond

We try to respond to all legitimate requests within one month. Occasionally it could take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.


The Fund will take all reasonable steps to ensure that personal information that it holds is secure by storing it in a secure server or secure files. We take security measures to protect your personal information from access by unauthorised persons and against unlawful processing, accidental loss, destruction and damage. The Internet is not a secure method of transmitting information. Accordingly, the Fund cannot accept responsibility for the security of information you send or receive from us over the Internet. In the rare situation that we need to share personal information relating to our grants by email, this will be encrypted to ensure its security.

Changes to this Privacy Policy

The Fund may amend this Privacy Policy from time to time and we will publish the amended version on our website www.juniusmorgan.org.uk. We recommend that you visit our website to keep up to date with any changes.

Links to other websites

The Fund’s website may at times include hypertext links to other websites. Their inclusion does not signify that the Fund endorses or has any responsibility for the content of the linked websites; and we are not responsible for the privacy policies operated by the owners of those sites.


The Fund’s website does not use cookies. However, you may prefer to disable cookies on this site and on others. The most effective way to do this is to disable cookies in your browser. We suggest consulting the Help section of your browser.

Contacting us

If you would like any further information or if you have any queries, problems or complaints relating to the Fund’s Privacy Policy or data handling practices, please contact the Chief Executive who is designated to take responsibility for data protection compliance:

Shirley Baines
Chief Executive
Junius S. Morgan Benevolent Fund
8 Finsbury Circus

You can also contact us by telephone on 020 7399 0067or email to lauren.george@rathbones.com

You have the right to make a complaint at any time to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us in the first instance.