Dependant eligibility audit redaction is the removal of personal data from the verification files a scheme gathers to confirm a dependant or survivor. Entitlement flows from the scheme rules built on the Pension Schemes Act 1993, with the information duties in the Disclosure of Information Regs 2013 and the supervisory regime of the Pensions Act 2004. anonym.plus marks each identifier on your device, so the audit set stays usable while private detail drops out.
When this applies
An audit file holds marriage and birth certificates naming each relative, plus NI numbers and addresses. You trim those identifiers before the set goes to an external auditor who needs only the eligibility result.
How anonym.plus handles it
- Open the audit file in anonym.plus on your device.
- Local OCR reads scanned proof documents in it.
- The tool flags relative names, NI numbers, and dates.
- Keep the eligibility result an auditor needs.
- Swap or black out the confirmed items.
- Save the clean set locally.
What you need to provide
- The audit set (PDF, scan, or DOCX).
- An operator (Replace keeps the result readable).
- Optional batch for many proof documents.
PII entity types detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | dependant E. Fisher → [DEPENDANT] |
| NI number | UK_NINO | QQ 07 05 11 A → [NINO] |
| Relationship | PERSON | spouse named → [RELATIVE] |
| Dates | DATE_TIME | DOB 2014 → [DOB] |
| Location | LOCATION | home address → [ADDRESS] |
| Document | ID | marriage cert no. → [DOC_ID] |
Compliance achieved
- Keeps the eligibility result that evidences survivor and dependant entitlement under the scheme rules built on the Pension Schemes Act 1993, with member information duties in the Disclosure of Information Regs 2013.
- Collects and shares only the proof the rules actually require, per UK GDPR Art. 5(1)(c); relatives are data subjects owed the transparency in Art. 14 because their data came from the member.
- Distinct from the leave entitlements that also turn on dependants — time off for dependants under ERA 1996 s.57A and the unpaid week under the Carer's Leave Regs 2023, in force 6 April 2024.
- Offline work keeps certificates, NI numbers, and addresses on your device, meeting the security duty in UK GDPR Art. 32.
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Limitations & cautions
Proof documents often hold extra family data beyond the name — a certificate can carry parents, places, and occupations. The tool flags named items; it cannot judge every indirect clue on a certificate, and trustees may still need the unredacted original. Review scanned proofs before sharing.
Frequently asked questions
Why redact a dependant verification file?
It carries NI numbers, birth and marriage certificates, and addresses for people who are not your employees. Trimming identifiers before an auditor sees the set limits exposure while the eligibility result stays testable.
Do relatives have data protection rights here?
Yes. They are data subjects, and because the data usually comes from the member rather than from them, UK GDPR Art. 14 transparency applies. Holding less of it is the simplest control.
Is this the same as leave for dependants?
No. Time off for dependants sits in ERA 1996 s.57A, and unpaid carer's leave in the Carer's Leave Regs 2023 from 6 April 2024. Those are leave rights; this file is about scheme entitlement.