Retention and transfer management framework

This retention and transfer management framework is designed to support recordkeeping for the charity and voluntary sector. Charities and voluntary organisations play a significant role within our society, representing a variety of aspects of daily life.

Archivists and Records Managers share a common interest in managing the records lifecycle and this framework unites approaches to records retention from archival and records management. The framework provides tools that both professions can use to manage each stage of the records lifecycle, as well as model rules for the retention of records.

Before reading the framework, please first read the special notice about documents relevant to the Independent Inquiry into Child Sexual Abuse (IICSA).