Records of the Pensions Advisory Service Limited, comprising: memorandum and articles of association; a publication on the history of the organisation; annual reviews.
Occupational Pensions Advisory Service x Pensions Advisory ServiceRecords of the Pensions Archive Trust including minutes and associated papers of the Joint Liaison Committee relating to the administration of PAT, chairman's papers and annual reports and accounts; materials relating to publicity and outreach work carried out by PAT, namely PAT publications and events; and materials collected by PAT.
Pensions Archive TrustRecords of the Pensions Management Insitute Limited, 1977-2010, including corporate, administrative, member services records and photographs. Corporate records including: minutes, circulated papers and correspondence of Council; copies of memorandum and articles of association; annual general meeting minutes and papers; papers of the External Affairs, Strategy and various sub committees; president's correspondence files; and a paper on the Institute's history.
Administrative papers including: papers of the ad-hoc steering group, money purchase working party, model administration steering group and occupational pensions seminar group and the Secretary General's correspondence files.
Digital records relating to member services, which include: conference, seminar and annual dinner publicity and attendance lists; guidance notes, codes of practice and handbooks relating to PMI qualifications; publicity materials; PMI News; and PMI Technical News.
The collection also includes a photographic archive of PMI events, speakers at conferences and prize winners, and the memorandum and articles of association and circulated papers for PMI Services Limited.
Pensions Management Institute Limited x Pensions Management InstituteThe collection consists of reports (discussion papers, research papers, technical papers, working papers, briefing papers and reference manuals) produced by the Pensions Policy Institute between Sept 2002 and Mar 2010. Some reports are only available in an electronic format as PDFs (currently held on two CDs).
The series of reports have been arranged and numbered in the order they were published: if the reports had more than one part they listed under the same number and distinguished by a letter A or B. This numbering system has been used consistently across both formats.
The series does not include the Pensions Policy Institute's first report Retire at 72 (Feb 2002), the mid-project review of Shaping a stable pensions solution (Oct 2005) (paper 22) or the participant paper outlining case studies for the TUC's Pensions Champion training programme (Jul 2009) (paper 47).
Pensions Policy InstituteRecords of the Pensions Research Accountants Group, comprising: minutes of the Executive Committee and Annual General Meeting (1976-1999) and the annual accounts (1977-1997); papers of working parties working on reports and publications; papers of working parties producing responses to consultations; material relating to outreach; membership files kept by Group members; and publications produced by the Group (1978-2014).
Pensions Research Accountants GroupThe archive consists of typescript and manuscript lectures by Nina Popplewell, correspondence and papers relating to her work as secretary of the National Council of Women (mainly about women's employment and pensions), and a letter from the former suffragette Lilian Lenton describing her experience of being force-fed in Holloway.
Popplewell , Nina S , 1890-1979 , nee Marks , feministThis series comprises material relating to the introduction and operation of agency services provided by The Post Office. It covers: the payment of Old Age Pensions at post offices; the sale of Health Insurance and Unemployment Insurance stamps; the floatation of the 'War Loan', in 1915, to help finance the war; and the payment of money due to public corporations through The Post Office.
Post OfficePOST 5 comprises a series of quarterly accounts of warrants issued by the Treasury authorising payment, by the Receiver General, of incident bills incurred by the General, Twopenny and London District Post Offices (the Twopenny Post was replaced by the London District Post in 1844).
Accounts cover a wide variety of items and are arranged under general subject headings, such as 'pensions', 'packets', 'tradesmen' and 'rents'. Entries include the date of issue of warrant, what or whom it is for, date payment is due and the amount. Volumes are indexed by person, subject and place. Warrants are mainly for payments of:
· Pensions, salaries and allowances to chief and senior officers, clerks, sorters, messengers and servants working in the London headquarters departments, including offices of the Secretary and Accountant General, and the Foreign, Inland, Express, Mail Coach, Dead Letter and Ship Letter offices; packet agents; surveyors; postmasters; inspectors of mails, letter receivers and carriers and packet ships; commanders and mates of packet ships, or their widows; letter receivers and carriers in London; and mail guards
· Expenses for mail conveyance by sea, including costs incurred by packet ships operating from Falmouth, Harwich, Dover, Whitehaven, Donaghadee, Weymouth, Milford Haven and Holyhead, and in the West and East Indies, notably hire charges, lighting dues, wages and victualling for captains, officers and crew whilst at sea, out of employ or while the ship is undergoing repairs; and ship letter mails
· Expenses for inland mail conveyance, notably for payments to mail coach contractors; road, bridge and ferry tolls; supply and upkeep of fire arms, time pieces, mail bags and mail guards uniforms; mail coach maintenance; and railway and steam packet company charges
· Compensation for abolished offices or duties
· Tradesmen's bills for items supplied or work done
· Legal expenses, notably relating to investigation, detection, capture and trial of felons
· Rents, taxes and rates for offices in London
· stationery printing costs
· Transit postage and tonnage dues to foreign post offices
· Travelling expenses, particularly surveyors'
· Advances or loans (covered by imprest warrants) to employees, particularly seamen.
*There are no indications whether or not POST 5/1-3 include warrants relating to the Twopenny Post Office.
UntitledThis series relates to arrangements for the payment of pensions, the establishment of the Superannuation Fund in 1821 and the development of the types of pensions payable to include both contributory and non-contributory pensions.
POST 66/18-19 relates to the establishment of the allowance form system and POST 66/22 concerns discussions on the format of order books. POST 66/20 and 22 relate specifically to pensions paid in Guernsey and Jersey . POST 66/24 comprises brief histories of paid allowance and pension orders and postmasters accounts for the twentieth century. The class also includes information on changes to women's employment and salaries, pension fraud and copies of documents conveying a grace and favour pension paid to the Duke of Schonburg and Leinster (POST 66/1).
No further information availableThe collection consists of explanatory booklets issued by the Prudential Assurance Company Limited Pension Scheme.
Prudential Assurance Company Limited Pension SchemeThe collection contains publications and reports by R Watson and Sons (1975-1993), business correspondence and publications by Paul N Thornton (1986-1997).
R Watson and Sons , consulting actuariesPension Scheme Explanatory Booklets produced by Lex Service, which later became RAC PLC. 'The Lex Service Pension Scheme Explained' (1993); 'The 1994 Lex Service Pension Scheme' (1994); 'The Multipart Section of the Lex Service pension Scheme' (1999); 'Formula 4 Guide for RAC Employees' (1996); 'The Lex Service Pension Scheme Senior Management Section'(2000); 'The Lex Service Pension Scheme Executive Section'(2000); 'Additional Voluntary Contributions Will you be ready for retirement?' (2000); 'The RAC Pension Scheme 1997 Scheme' (2002); 'The RAC 2003 Pension Scheme Summary' (2003); 'The RAC 2003 Pension Scheme Senior Management Section' (1993); The RAC 2003 Pension Scheme Updated Booklet for the Non-Contributory 1994 and Multipart Sections' (2004); 'The RAC 2003 Pension Scheme Looking further ahead' (1997) and 'RAC pensions Flexiplan Your benefits explained' (2007).
Lex Service plc x RAC plc , motoring servicesThe collection comprises primarily of the Raising Standards in Pensions Administration's secretary's papers, along with a copy of Dunnett Shaw's report on raising the standards of pension administration from 2001.
The secretary's papers comprise:
(a) Copies of documents relating to the formation of the organisation and its registration as a charity; (b) Copies of minutes and papers for the Trustees, Steering Committee, Working Groups and Compliance Committee; (c) Copies of minutes and papers of the organisation's Annual General Meetings; and (d) The secretary's correspondence and associated papers.
Raising Standards in Pensions Administration x Pensions Administration Standards AssociationClippings of obituaries for Mr Alastair Ross Goobey, pensions fund manager, from various national newspapers, and photographs of Goobey and other attendees at the inaugural Ross Goobey lecture at The Cass Business School.
Ross Goobey , Alastair , 1945-2008 , investment manager and pension fund managerPapers of George Henry Ross Goobey relating to his career in pensions fund management, investments and related advice to businesses and other organisations, attendance at conferences, benevolent and charity work, sports especially golf and his personal life.
The collection is particularly rich in documenting Ross Goobey's involvement in pensions fund management and investments and related institutes and associations.
LMA/4481/A: Records of Imperial Tobacco pension fund scheme and investments; speeches delivered by Ross Goobey in his capacity as pensions fund manager and director; papers and notes on investment subjects including copy of the paper "The place of Ordinary Stocks and Shares in the portfolio of large Funds"
LMA/4481/B: Records from Ross Goobey's executive directorship at Hill Samuel, including copy of conference presentation 'The Investment Scene'; correspondence and advice based on investment philosophy; reports from Western regional office and correspondence between Hill Samuel and Church of Ireland
LMA/4481/C: National Association of Pension Funds Limited (NAPF) conference programmes including draft copies of speeches and presentations delivered by Ross Goobey as both President and delegate; conference pack for 50th Jubilee conference in 1975; itinerary and reports from visit to South Africa; invitations and personal correspondence
LMA/4481/D: Papers relating to Christ's Hospital School including valuation schedules looking at disposition of investments in equity market; Founder's Day dinner programmes for 1958-1986; drafts of speeches and toasts delivered by Ross Goobey; information booklet on the history of Christ's Hospital; minutes of Property and Investments Sub-Committee meetings and papers of the Amicable Society of Blues
LMA/4481/E: Records of actuarial, investment and pensions bodies including conferences attended by Ross Goobey as speaker/delegate; organisations with which he corresponded as guest and advisor, and papers relating to his appearances in television and print media
LMA/4481/F: Papers of other businesses and organisations with which Ross Goobey was involved, including Livery Companies (mainly Worshipful Company of Gold and Silver Wyre Drawers and Worshipful Company of Tobacco Pipe Makers and Tobacco Blenders); trade associations and institutions; sports organisations; clubs and charities. Correspondence with organisations including copies of talks given by Ross Goobey and associated notes
LMA/4481/G: Personal papers including general correspondence and household and family documents .
Goobey , George Henry Ross , 1911-1999 , pension fund managerRecords of the Parish of Saint Luke, Chelsea, including registers of baptisms, marriages and burials; poor rate books; Workhouse Committee minutes and other papers relating to the workhouse including financial accounts, admission and discharge registers and registers of deaths; pensioned poor books; indexes of pensioned poor and bastardy cases; names of those receiving casual poor relief; apprenticeship registers; settlement and bastardy examinations and removal orders to and from the parish.
Parish of St Luke, Chelsea , Church of England Chelsea Old Church , Church of EnglandAll Saints Church, Chelsea , Church of EnglandRecords of Hornsey Parochial Charities, including Chair's minutes and agendas; Trustees minutes; reports; financial accounts; property registers; rent demands; charity schemes; conveyances; gifts and legacies; correspondence; valuations of investments, and other administrative papers.
Hornsey Parochial CharitiesRecords of Sion Hospital, including minutes, lists of trustees and pensioners, deeds and legal papers, accounts, correspondence, and related items.
Sion Hospital , charity for pensionersRecords of the Smith and Nephew Plc Pension Scheme, comprising pension scheme explanatory booklets.
Smith and Nephew Plc Pension SchemeRecords of the Society of Pension Consultants, comprising minutes, agendas, reports and correspondence from various committees; secretary's files; documents concerning membership; published reports and surveys.
Society of Pension ConsultantsRecords of the South Metropolitan Gas Light and Coke Company, 1834-1965. The records include the deed of settlement, minutes of the proprietors' and directors' meetings, reports of general meetings, acts and orders in council and items relating to the South Metropolitan Pension Fund Securities Limited.
South Metropolitan Gas Light and Coke CompanyRecords relating to Imperial College staff, 1907-2000, comprising administrative, staff clubs and association records, namely staff handbooks, 1963-1973; terms of service, 1918-1963; correspondence relating to superannuation schemes, 1909-1971, including City and Guilds College, 1912-1925; absence regulations, 1929-1939; gratuities, 1931-1971 (GSA);
papers relating to Chairs and Readerships, including correspondence relating to inaugural lectures policy, 1955; lectureships, 1967-1969; Academic and related Staff Joint Committee, 1976-1977; retirement arrangements, 1955-1982; Student Demonstrators, 1973-1979; lists of Research Assistants, 1921-1967; papers relating to Pro-Rectors, 1956-1980; minutes and papers of the Deans and Advisory Committee, 1942-1957, including papers relating to the office of Dean, 1958-1966, wardens' posts, 1957-1984; papers of the Fellowships and Emeritus Professorships Committee, 1932-1979; correspondence of the Honorary Associateship of Imperial College, 1936-1980; papers of the Academic Staff Assembly, including minutes, 1971-1977, correspondence, 1970-1975; papers of the Working Group on the Federal University, 1975-1978;
Canteen Committee minutes, 1960-1962; papers relating to secretaries and clerical staff, 1940-1969; correspondence with the Holland Club, including a history, 1956-1973; correspondence relating to the Newsletter, 1955-1971; Rector's Bulletin, 1950-1971; Rectors' papers, 1938-1981; papers relating to Technical Staff, notably Technician's Committee, including minutes, 1949-1966; University of London sub-committee on training, 1963-1971; pensions, 1955-1968; Training committee, including minutes, 1950-1976; appointments and promotions, 1967-1970; laboratory assistants, 1907-1909 (GSJ);
papers relating to Departmental Superintendants, including minutes, 1962-1970; religious services, 1963-1975; Staff Christian Association, 1955-1972; personnel notes and circulars, 1986-2000; correspondence relating to the Consort Club, 1965-1978; Yacht Club, 1968-1978; Imperial College Wive's Club (later Women's Club), 1975-1998;
papers relating to staff working for external bodies, 1939-1977; correspondence with St Mary's Hospital concerning patents and royalties, 1958-1959; papers relating to the representation of the College at Congresses, 1950-1958; National Fruit and Cider Institute Governing Body, 1925-1983 (GTR).
Staff records for Style and Winch Limited, brewers, including papers relating to the pension scheme; and staff record sheets.
Style and Winch Ltd , brewersThe collection consists of copies of Pension Fund Indicators (1994-2009 in hard copy, 1973-2008 in PDF format) and the annual Surveys of Investment Management Arrangements (1993-2000 in hard copy, 1990-2000 in PDF format). The PDF documents are currently held on 2 CDs.
Series are arranged and numbered by publication date: this numbering system has been applied consistently across both formats.
UBS Global Asset Management Phillips and Drew , brokerage companyPension Scheme Explanatory Booklets; 'Retirement and Death benefits for Unilever Employees in the UK: An Explanatory Booklet' (1980) and 'Guide for Members' pack (2008).
Unilever Plc , producers of foods, beverages, cleaning agents and personal care productsThe collection mainly comprises of explanatory booklets for pension scheme members and associated publications such as annual reports which were used by UPS to produce Pension Scheme Profiles.
These are grouped by company (or in a few instances by pension scheme) and arranged alphabetically, following the arrangement of Pension Scheme Profiles. A file's scope and content lists which booklets and other publications are held for a company. The explanatory booklets often included update addendums, application forms or other inserts: these have only been noted if they are unusual. Occasionally a scheme's entry in Pension Scheme Profiles is held.
The collection also includes other PIRC and UPS publications, and publications Bryn Davies acted as a consultant on.
United Pension Services LtdUnited Biscuits Pension Scheme explanatory booklet.
United Biscuits Pension SchemeThe archive consists of answers given by Phyllis Vickers to a questionnaire on the 'position of married women in the British civil service', sent to Lady Paton, wife of the vice-chancellor of Melbourne University, at the request of Mary Field (with covering letters). The questionnaire specifically relates to the following issues: the marriage bar, Equal Pay, Equal Access to Jobs, Equal Promotion, maternity leave, superannuation, pension rights, relationships between single and married female employees, absence and punctuality of married women (compared to single women and men), retention and recruitment, grades. Vickers appears to have been a civil service employee, and her answers provide facts about civil service policy mainly gleaned from official literature.
Vickers , Phyllis , fl 1958 , [civil servant]Records of Nicholas Wakelam including Plessey Pension Trust Limited: reports and accounts (1980); Unigate Group Pension Scheme: reports and leaflets (1983-1987); Thorn EMI Pension Fund: trustees reports (1988-1994) and explanatory booklets (1988-1989).
Wakelam , Nicholas , fl 1980-1994 , pensions administratorRecords of the Wandsworth, Wimbledon, Epsom and District Gas Company, 1913-1949, comprising minutes of Proprietors and Directors meetings, agenda books, and papers relating to the Pension Trust.
Wandsworth, Wimbledon, Epsom and District Gas CompanyMemoranda on the increased cost of living during World War One, Aug 1914- Jun 1917. Also, Executive Committee of the Workers' National Committee minutes, 11 Sep 1914-10 Oct 1918.
War Emergency Workers National CommitteeCollection consists of papers reflecting Sue Ward's involvement with occupational pensions industry during the course of her career. These take the form of minutes and agendas, correspondence, consultation documents, publicity material and audio cassette tapes.
Ward , Sue , fl 1981-2002 , independent authority on pensionsThe archive consists of files on the National Health Service Superannuation Scheme (1948-1953), Royal Commission on Taxation (1944-1960), Women's superannuation (1947-1950), the Institute of Chartered Accountants (undated.), equal pay (undated.) and the Fawcett Society (undated.); private correspondence including letters from Philippa Strachey (1928-1961).
Watts , Ethel , fl 1920-1960 , accountant and feministRecords of Whiffen and Son Ltd, manufacturing chemists, 1752-1972, including history of the company; articles of partnership and other contracts and agreements; legal documents relating to property; correspondence; circulars; financial accounts; papers relating to shares and shareholders; stock records; newspaper cuttings; photographs; staff wages books and pensions papers; records relating to staff associations and sports clubs including minute books; reports on chemical manufacture, laboratory notebooks and chemical analyses; papers relating to sales; papers relating to imports and foreign suppliers; advertisements; registers of product labels; samples of packaging; rules, regulations and legislation regarding factories and safety measures; papers regarding the Second World War including war damage to factories and papers relating to staff on active duty.
Also records of Saint Amand Manufacturing Company Limited including ledgers, letter books and journals.
Whiffen and Son Ltd , manufacturing chemists St Amand Manufacturing Co LtdStaff records of Whitbread and Company Limited, including salary books and ledgers giving information on weekly and monthly salaries over a range of time periods along with details of annuities, pensions and superannuation funds. There are also lists of employees from as early as 1841 (some of which are organised according to occupation), attendance books and information on ex-servicemen employed after the First World War along with sick pay and accident report books, and papers from the 1960s and 1970s detailing company employment policy.
Whitbread and Co Ltd , brewersRecords of World Markets Company, comprising annual reviews of UK Pension Fund Service and guide booklets for World Markets Company services.
World Markets Company x WM Company , pension fund performance measurement services