Showing 71 results

Archival description
GB 0074 LMA/4580 · Collection · 1984-1997

Records 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
GB 0074 LMA/4453/E · Collection · 1868-1984

Staff 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 , brewers
GB 0074 B/WHF · Collection · 1752-1972

Records 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 Ltd
WARD, Sue (fl 1981-2002)
LMA/4478 · Collection · 1966-2005

Collection 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 pensions
GB 0074 B/WWG · Collection · 1913-1949

Records 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 Company
GB 0074 LMA/4692 · Collection · 1980-1994

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 administrator
GB 0074 LMA/4559 · Collection · 1988

United Biscuits Pension Scheme explanatory booklet.

United Biscuits Pension Scheme
LMA/4589 · Collection · 1975-2003

The 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 Ltd
UNILEVER UK PENSIONS
GB 0074 LMA/4489 · Collection · 1980 Jun - 2008 Feb

Pension 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 products
GB 0074 LMA/4586 · Collection · 1973-2009

The 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 company
GB 0074 ACC/2305/07-3 · Collection · 1938-1965

Staff records for Style and Winch Limited, brewers, including papers relating to the pension scheme; and staff record sheets.

Style and Winch Ltd , brewers
GB 0074 B/SMETG · Collection · 1834-1965

Records 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 Company
GB 0074 LMA/4533 · Collection · 1959-1999

Records 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 Consultants
GB 0074 LMA/4557 · Collection · 1983-1997

Records of the Smith and Nephew Plc Pension Scheme, comprising pension scheme explanatory booklets.

Smith and Nephew Plc Pension Scheme
SION HOSPITAL
GB 0074 CLC/127 · Collection · 1871-1958

Records of Sion Hospital, including minutes, lists of trustees and pensioners, deeds and legal papers, accounts, correspondence, and related items.

Sion Hospital , charity for pensioners
GB 0074 ACC/2203 · Collection · 1662-1991

Records 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 Charities
GB 0074 P74/LUK · Collection · 1559-1987

Records 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 England
ROSS GOOBEY, GEORGE HENRY
GB 0074 LMA/4481 · Collection · 1905 - 1999

Papers 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 manager
ROSS GOOBEY, ALASTAIR
GB 0074 LMA/4529 · Collection · 2005-2008

Clippings 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 manager
GB 0074 LMA/4587 · Collection · 2001-2007

The 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 Association
RAC PENSION SCHEME
GB 0074 LMA/4492 · Collection · 1993 Oct - 2007 Sep

Pension 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 services
GB 0074 LMA/4477 · Collection · 1975-1997

The 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 actuaries
GB 0074 LMA/4556 · Collection · 1950-1959

The collection consists of explanatory booklets issued by the Prudential Assurance Company Limited Pension Scheme.

Prudential Assurance Company Limited Pension Scheme
GB 0074 LMA/4583 · Collection · 1976-2014

Records 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 Group
PENSIONS POLICY INSTITUTE
GB 0074 LMA/4585 · Collection · 2002-2010

The 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 Institute
GB 0074 LMA/4621 · Collection · 1976-2010

Records 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 Institute
PENSIONS ARCHIVE TRUST
GB 0074 LMA/4588 · Collection · 2001-2014

Records 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 Trust
GB 0074 LMA/4584 · Collection · 1997- 2015

Collection consists of the Occupational Pensions Defence Union's newsletter 'OPDU Report' (issue 7 missing).

Occupational Pensions Defence Union Limited
GB 0074 LMA/4485 · Collection · 1956 - 2005 May

The collection contains Pension Scheme Explanatory Booklets; 'Central Electricity Authority and Area Boards (Manual Workers) Superannuation Scheme Explanatory Booklet' (1956) [facsimile copy]; 'Electricity Supply (Staff) Superannuation Scheme Explanatory Booklet' (1956) [facsimile copy] and 'Electricity Supply Pension Scheme Northern Electric Group Members Guide (2005).

Electricity Supply Pension Scheme
GB 0074 ACC/2305/23-3 · Collection · 1949?-1962

Personnel records of Nicholson and Sons Limited, brewers, including papers relating to setting up the pension scheme; Staff Pension Fund Committee minutes; pension fund trust deed; papers relating to membership of the pension fund; financial accounts; and papers relating to the pension fund at the closure of the brewery.

Nicholson and Sons Ltd , brewers
NEWELL, Jane (fl 1992-1997)
GB 0074 LMA/4552 · Collection · 1992-1997

Records of Jane Newell relating to the Maxwell Pensions Unit, comprising annual reports and accounts, general reports on the work of the Maxwell Unit and Trust and training manual.

Maxwell Pensions Unit Maxwell Pensioners Trust
GB 0074 CLC/125 · Collection · 1767-1946; 1984-1985

Records of the National Benevolent Society of Watch and Clock Makers since 1916; and the archives of the three predecessor institutions, the Watch and Clock Makers' Benevolent Institution, the Watch and Clock Makers' Pension Society and the Clock and Watch Makers' Asylum. The records comprise annual reports and accounts, financial records, minutes, correspondence and related papers. Also one volume of an earlier benevolent society active in London from 1767 at least, the Society of Clock and Watch makers.

National Benevolent Society of Watch and Clock Makers
GB 0074 LMA/4494 · Collection · 1917-2009

Records of the National Association of Pension Funds Ltd, 1917-2009, comprising minutes, agendas, reports and correspondence from various committees; secretary's files; documents concerning membership; publicity and outreach material, including conference publications, yearbooks and published reports and surveys; and audio-visual material, including photographs and promotional videos.

National Association of Pension Funds Ltd , 1967- Conference of Superannuation Funds , 1917-1923 The Association of Superannuation & Pension Funds , 1923-1967
MOLINS UK PENSION FUND
GB 0074 LMA/4486 · Collection · 1936-2007

This collection contains Pension Scheme Explanatory Booklets; 'Trust Deed and Rules relating to The Molins Pension Fund' (1936) [facsimile]; 'The Molins Pension Fund' (1962) [facsimile] and 'Explaining your benefits for the future' (2007).

Molins Plc , manufacturers of packaging for consumer products
MISCELLANEOUS ITEMS
GB 0074 ACC/1177 · Collection · 1639-1848

Collection of documents including:

  • Memorandum of receipt of £250, upon an Annuity or Pension of one thousand pounds per annum from Commissioners of Excise for the City of London and counties of Middlesex and Surrey, 1677.
  • Special Constable's warrant to assist in control of riots, 1848.
  • Memorandum of special pardon issued under privy seal to William Walker of London, goldsmith, convicted of felony, [1640].
  • Memorandum of proclamation prohibiting the making or wearing of demicasters or using wool with beaver in beaver hats, [1639].
Various.
MARY WESTBY TRUST
GB 0074 ACC/1835 · Collection · 1749-1964

Records of the Mary Westby Trust, including trustees' records, records relating to property, volumes of collected documents relating to the Trust, financial accounts, and correspondence with the Charity Commission.

Mary Westby Trust , pensions charity
GB 0074 LMA/4635 · Collection · 1901

Certificate, souvenir programme and menu card from a reception held by Queen Alexandra for nurses from the Royal National Pension Fund for Nurses at Marlborough House.

Marfell , Lilian Mary , 1876-[1965] , nurse
GB 0074 ACC/1730 · Collection · 1906-1980

Records of the London Fire Brigade Widows and Orphans Fund, including minutes; annual reports; rules; subcription books; cash books; retirement fund accounts; and distress fund accounts.

London Fire Brigade Widows and Orphans Fund
GB 0074 CLC/B/144-04 · Collection · 1977-1988

Records of Legal and General (Unit Pensions) Limited, comprising minutes of annual general meetings and annual reports and accounts.

Legal and General (Unit Pensions) Ltd
GB 0074 CLC/B/144-02 · Collection · 1971-1986

Papers of Legal and General (Pensions Management) Limited, including memorandum and articles of association; annual reports; minutes; investment reports; and annual review.

Legal and General (Pensions Management) Ltd
GB 0074 CLC/B/144 · Collection · 1836-1992

Records of Legal and General Assurance Society Limited, subsidiaries, and companies which it acquired. The records include minutes, annual reports, registers, financial accounts, specimens of policies and forms, and staff registers. The papers relate to life, accident and fire insurance; investments and pensions.

Legal and General Assurance Society Ltd x Legal and General Life Assurance Society
JEWISH MEMORIAL COUNCIL
GB 0074 ACC/2999 · Collection · 1899-2001

Records of the Jewish Memorial Council, 1899-2001. The archive mainly consists of files and volumes of minutes and working papers. The records of the Reverend Malcolm Weisman are noteworthy for the detail they provide on the survival of Judaism in small, often isolated, communities.

Jewish Memorial Council
INCISIVE MEDIA LIMITED
LMA/4619 · Collection · 2006

Records of Incisive Media Limited, 2006, including awards programme and guest list for the Professional Pensions' Pension Scheme of the Year Awards.

Incisive Media Limited
IMERYS UK PENSION SCHEME
GB 0074 LMA/4490 · Collection · 1979-2008

Pension Scheme Explanatory Booklets for Imerys UK and English China Clays, producers of industrial minerals;

Note: These records are in electronic format produced in 2008.

'English China Clays Group: Pension and Life Assurance Scheme Female Staff' (1979); 'English China Clays Group: Pension and Life Assurance Scheme Male Staff' (1979); 'English China Clays Group: Pension and Life Assurance Scheme for Craftsmen Operatives and Associated Personnel' (1979); 'English China Clays Group: Staff Pension and Life Assurance Scheme' (1979) and 'IMERYS Explanatory Booklet' (2008).

Imerys UK , producer of industrial minerals English China Clays , producers of industrial minerals
HUTCHIESON, JOHN J G
GB 0074 LMA/4745 · Collection · 1991-1999

John Hutchieson's Mirror Group Pension Scheme papers received as employee/pensioner: MGN Pension Trustees Limited pension bulletins, annual reports and circulars with reference to Robert Maxwell scandal (1991 Dec - 1996 May, 1999).

Hutchieson , John J G , 1920-1997 , Journalist
GB 0074 LMA/4487 · Collection · 197- - 2002

Pension scheme booklets for Hunting Plc; 'A Guide to the Hunting Gibson Limited and Hunting Group Limited Retirement Benefit Scheme (1967); 'Additional Voluntary Contributions' (2002) and 'The Hunting Pension Scheme' (2002).

Hunting Plc , supplier to oil and gas industry
HERBERT, Alan (fl 1960-2007)
LMA/4612 · 2000-2007

Papers of Alan Herbert, pensions manager, comprising entries to the Pensions Management Awards 2000 and the Professional Pensions Awards 2007, which typically include a submission paper for the award as well as a variety of communication material produced by the pension scheme for its members, press clippings about the scheme and papers on the administration of the scheme. The collection also contains a discussion paper for the Trustee Code of Conduct Group.

Herbert , Alan , fl 1960-2007 , pensions manager
HEADINGTON HOLDINGS LIMITED
GB 0074 LMA/4691 · Collection · 1987-1996

Records of Headington Holdings Ltd relating to the Robert Maxwell case including legal papers, claim correspondence concerning Maxwell Communications Corporation plc and pension scheme booklets. Summary photocopy legal papers prepared by Cooper and Lybrand Deloitte arranged by document number concerning companies in the Maxwell Group including; minutes, memoranda, reports and statements. Newspaper cuttings on Maxwell Pensions and video 'What's the Catch?' (1991) by Firebrand.

Headington Holdings Limited xx Pergamon Holdings Limited , private holding company
GB 0074 ACC/2305/30-5 · Collection · 1935-1966

Staff records of Harmans Uxbridge Brewery Limited, including wages records; staff employment files; accident papers; service agreements; papers relating to pension and life assurance schemes; papers relating to the appointment of the company secretary; and telephone directory.

Harmans Uxbridge Brewery Ltd