Insurance & compliance

What records to keep after work is completed

Compliance evidence doesnโ€™t stop mattering when a job ends. Questions and claims can surface long after completion, and the records you kept at the time are what let you show what was done. This guide covers what to retain and why.

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Why post-completion records matter

Issues linked to completed work can emerge months or years later. When they do, the useful evidence is what you captured at the time โ€” the assessment used, who did the work, what was inspected and handed over.

Retaining that evidence isnโ€™t about predicting claims; itโ€™s about being able to show what was actually done if the question ever comes up.

What is worth keeping

Typically: the risk assessments and method statements used on the job, competence records for who carried out the work, inspection and test records, handover or completion sign-offs, and copies of any certificates issued to the client.

Where subcontractors were involved, keep the checks and insurance evidence you held for them too.

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How long, and where

Retention periods vary by record type, contract and sector โ€” some evidence is worth holding for years. The practical rule is to store completed-job records where they stay findable, rather than letting them disappear into a closed project folder no one revisits.

This guide is about compliance records and evidence, not insurance advice. Having records in place does not guarantee insurance acceptance, pricing or that a claim will be paid โ€” those decisions rest with the relevant insurer and insurance professionals.

Frequently asked questions

Why keep records after a job is finished?

Because questions or claims about completed work can arise later, and the records captured at the time are what let you demonstrate what was done โ€” the assessments used, who did the work, and what was inspected and handed over.

What should I retain after completion?

Commonly the risk assessments/method statements used, competence records, inspection and test records, handover sign-offs, certificates issued, and any subcontractor checks and insurance evidence you held.

How long should I keep them?

It depends on the record type, contract and sector โ€” some evidence is worth keeping for years. The key is to store them where they remain retrievable rather than in a closed folder no one reopens.

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