Keeping you safe

Things are quite different for us all at the moment, and we’re prioritising the wellbeing of our clients and our team at all times.

Government guidance has now been updated to lift from restrictions on house moves. Click to read the updated guidance for Scotland and England. Below, we have summarised the protocols that we currently have in place. We’ll continue to update this page with further information, as the situation and guidance evolves.

Visiting the branch

Since some restrictions have been lifted, we have now reopened our branches.  These branches can be visited by appointment only and social distancing measures are in place to ensure we facilitate branch meetings safely. In line with Government guidance, you will be required to wear a face covering when visiting one of our branches. There is also hand sanitiser available for all visitors to the branch and enhanced cleaning procedures are now in effect.

At Rettie, we have been operating throughout the lockdown by carrying out virtual valuations and viewings via video on phone.


We will continue to offer virtual property appraisals for all clients. For those who would like a member of the Rettie team to visit their property for a valuation, we now have protocols in place to allow us to do this safely, helping to protect your wellbeing, as well as that of our team. We will discuss these procedures with you, ahead of your appointment, to ensure you are entirely comfortable with how it will be carried out. Property surveyors are now also able to carry out inspections in order to provide Home Reports in Scotland.


To help protect our clients and our team, physical viewings will be reduced to minimise the number of people visiting a property. Rettie are able to facilitate the opportunity to attend a virtual viewing first, if this is preferred by the vendor and / or buyer, in line with Government guidance the recommends only those looking to make an offer should then attend a physical viewing at the property itself.

Vendors will be given clear guidance on how to prepare the property for viewings ahead of time and viewers will also be given information on what to expect.

Further information is provided in our detailed viewings protocol, which will be made available to all clients.


NHS Scotland’s Test & Protect – Collection of Personal Data (Scotland Only) V3.1 - Updated 13/08/2020

Privacy Notice Introduction:

For the health and safety of the customers and staff in all Rettie premises, we must collect the name and contact details of visitors to these premises to support NHS Scotland’s Test & Protect.

This information will be used to enable NHS Scotland to contact you should you have been in the premises around the same time as someone who has tested positive for coronavirus.

Contacting people who might have been exposed to the virus is an important step in stopping the spread.

1.       Why do we need to collect this data? As stated above, the purpose for which we are processing your personal data is to assist with NHS Scotland’s Test and Protect strategy in relation to the coronavirus public health epidemic. This will involve the gathering and, when required, the sharing of information with NHS Scotland as the responsible body for Test and Protect. Your data will not be used for any other purpose. In order to assist in the containment of the virus, we will only share your data when it is requested directly by NHS Scotland. This will only be in the unlikely event there is a cluster of coronavirus cases linked to any Rettie premises. Information will be transferred securely to NHS National Services Scotland who will use the data to contact trace those who were in the premises at the same time as the positive case, and will provide guidance and support to those who may be advised to self-isolate. For further information on the NHS Scotland Test and Protect strategy please visit the NHS website.

2.        What data will we collect?

Along with the date and time of your arrival and departure, we will collect the following personal data if applicable:

 · your name; and

 · contact telephone number.

3.        If you do not have a telephone number, you have the option to provide:

· a postal address; or

· an email address.

4.        Where multi-household groups are present, we will collect contact details from a ‘lead member’ of each household, along with the number in attendance from each household within the group.

5.        What is our lawful basis for collecting and sharing this data?

Under data protection law, GDPR Article 6(1), we have a number of lawful bases that allow us to collect, process and share personal information. In this case, the lawful basis for processing your data is ‘legal obligation'. In short, we are obliged to process the personal data to comply with the law which requires us to collect your data and share it with public health officers if they request it under The Health Protection (Coronavirus) (Restrictions) (Scotland) Amendment (No. 11) Regulations 2020.

6.     How long will we retain the data?

 Your personal data collected for the purposes stated in this privacy notice and will be held by us for at least 3 weeks (21 days). All personal data will be held and disposed of in a safe and secure manner.

 Your rights: As defined in the data protection law, GDPR Article(s) 12-23, you have the following rights:

 · The right to be informed about the collection and use of your personal data. This is outlined above.

 · The right to access the information we hold about you. Also known as Subject Access Request (SAR)

 · The right to request rectification of any inaccurate personal data we hold about you. In certain circumstances exemptions to these rights may apply. Further information is available on the Information Commissioner’s Office website.

If you consider that your personal data has been misused or mishandled by us, you can raise this with the data controller. In this instance, the data controller is the Fiona Robb - Compliance Manager at Rettie.

7.  More information about the ICO and use of your Personal Data during these unprecedented times can be found at