The Justice Journals Data Review Toolkit

The Justice Journals Data Review Toolkit

The Justice Journals Data Review Toolkit is a practical self-help resource to help you respond calmly, clearly and in writing when a public body or financial institution asks for your personal or financial information.

It helps you ask the right questions, request clarification, ask for reasonable adjustments, and keep a clear written record of how your data is requested, used and stored. You stay fully cooperative throughout.

What’s included

• 9 letter templates for different stages of a data review, from asking for clarification at the start to making a subject access request
• A step-by-step written guide to responding to requests for bank statements and financial information
• Review appointment guidance: plain-language principles on proportionality, relevance and data minimisation
• A bank checks explainer (updated October 2026): what Eligibility Verification Notices are, what banks can and can’t share, and what to do if you’re contacted afterwards
• 4 printable trackers and logs: a Data Compliance Tracker, a Change of Circumstances Log, a Time Abroad Log, and a Savings & Capital Check-in

Who this toolkit is for

• Anyone who has been asked for bank statements or financial information and wants to respond clearly and in writing
• People who want a dated record of every request, call and response
• Anyone who wants to understand their UK data protection rights, including data minimisation and subject access requests
• People who would find written communication or extra time helpful and want to know how to ask for reasonable adjustments
• Anyone who wants to stay organised by recording changes in their circumstances as they happen

Format

Instant digital download (PDF, 37 pages, A4). Print it, or fill in the templates on screen.

Please note

This toolkit is general information for personal use only. It is not legal or financial advice. Always comply with any request for information and meet the deadlines you’re given. The templates are there to help you keep a written audit trail and exercise your data rights, not to refuse or delay a request. For advice about your own situation, contact Citizens Advice, a Law Centre or a qualified adviser.