Identity area
Reference code
Title
Date(s)
- 1929-2006 (Creation)
Level of description
Extent and medium
14.65 linear metres.
Context area
Name of creator
Biographical history
Established in 1929 as the Lloyd's Clerks' Superannuation Fund, Lloyd's Superannuation Fund, the corporate trustee of which is LSF Pensions Management Limited, was set up for the members, or underwriters at Lloyd's who wished to establish under irrevocable trusts in connection with their said business a fund for the purpose of providing pensions for male Clerks employed in the business on retirement.
The first meeting of the Provisional Committee of Management which established Lloyd's Clerks Superannuation Fund, was held in the Committee Room at Lloyd's of London, Lime Street, City of London on 15th May 1929. The first trustees of the Fund were selected by the Committee of Lloyd's, and the Fund officially commenced on 1st October 1929, with the aim of admitting new members to the Fund on a quarterly basis. R Watsons and Sons were appointed as the first actuaries to the Fund, with Messrs Gerard van de Linde and Sons the Fund's first auditors.
Although only at first open to male Clerks, the Trust Deed and Rules were amended to admit female Clerks from 1st December 1969, in advance of government changes to the rules of private pension schemes in 1972.
The Fund continues to provide pensions services to Lloyd's underwriters, and to work closely with its members as part of the Lloyd's group.
Repository
Archival history
GB 0074 CLC/B/001 1929-2006 Collection 14.65 linear metres. Lloyd's Superannuation Fund Pension Management Ltd
Established in 1929 as the Lloyd's Clerks' Superannuation Fund, Lloyd's Superannuation Fund, the corporate trustee of which is LSF Pensions Management Limited, was set up for the members, or underwriters at Lloyd's who wished to establish under irrevocable trusts in connection with their said business a fund for the purpose of providing pensions for male Clerks employed in the business on retirement.
The first meeting of the Provisional Committee of Management which established Lloyd's Clerks Superannuation Fund, was held in the Committee Room at Lloyd's of London, Lime Street, City of London on 15th May 1929. The first trustees of the Fund were selected by the Committee of Lloyd's, and the Fund officially commenced on 1st October 1929, with the aim of admitting new members to the Fund on a quarterly basis. R Watsons and Sons were appointed as the first actuaries to the Fund, with Messrs Gerard van de Linde and Sons the Fund's first auditors.
Although only at first open to male Clerks, the Trust Deed and Rules were amended to admit female Clerks from 1st December 1969, in advance of government changes to the rules of private pension schemes in 1972.
The Fund continues to provide pensions services to Lloyd's underwriters, and to work closely with its members as part of the Lloyd's group.
Records deposited by the Pensions Archive Trust in 2008.
Records of Lloyd's Superannuation Fund Pension Management Limited. The collection consists of records which demonstrate the administrative running of the Fund. These include minutes of all main committees, papers of the Pension Manager, annual reports and accounts, member ledgers, individual scheme reports, actuarial valuations of the Fund and schemes, and Fund publicity material.
CLC/B/001/01: Trustees and Committees;
CLC/B/001/02: Pension Manager;
CLC/B/001/03: Member Finance;
CLC/B/001/04: Member Schemes;
CLC/B/001/05: Publicity.
These records are available for public inspection, although records containing personal information are subject to access restrictions under the UK Data Protection Act, 1998.
Copyright to this collection rests with the depositor.
English
Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm
See also CLC/B/148: Lloyd's of London.
Compiled in compliance with General International Standard Archival Description, ISAD(G), second edition, 2000; National Council on Archives Rules for the Construction of Personal, Place and Corporate Names, 1997. November 2010 to January 2011. Social security Pensions Information sources Documents Business records Finance Financial resources Private pensions Service industries Financial service industries Pension services Social services Company archives Lloyd's Superannuation Fund Pension Management Ltd City of London London England UK Western Europe Europe
Immediate source of acquisition or transfer
Records deposited by the Pensions Archive Trust in 2008.
Content and structure area
Scope and content
Records of Lloyd's Superannuation Fund Pension Management Limited. The collection consists of records which demonstrate the administrative running of the Fund. These include minutes of all main committees, papers of the Pension Manager, annual reports and accounts, member ledgers, individual scheme reports, actuarial valuations of the Fund and schemes, and Fund publicity material.
Appraisal, destruction and scheduling
Accruals
System of arrangement
CLC/B/001/01: Trustees and Committees;
CLC/B/001/02: Pension Manager;
CLC/B/001/03: Member Finance;
CLC/B/001/04: Member Schemes;
CLC/B/001/05: Publicity.
Conditions of access and use area
Conditions governing access
These records are available for public inspection, although records containing personal information are subject to access restrictions under the UK Data Protection Act, 1998.
Conditions governing reproduction
Copyright to this collection rests with the depositor.
Language of material
- English
Script of material
- Latin
Language and script notes
English
Physical characteristics and technical requirements
See also CLC/B/148: Lloyd's of London.
Finding aids
Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm
Allied materials area
Existence and location of originals
Existence and location of copies
Related units of description
Notes area
Alternative identifier(s)
Access points
Subject access points
Place access points
Name access points
Genre access points
Description control area
Description identifier
Institution identifier
Rules and/or conventions used
Compiled in compliance with General International Standard Archival Description, ISAD(G), second edition, 2000; National Council on Archives Rules for the Construction of Personal, Place and Corporate Names, 1997.
Status
Level of detail
Dates of creation revision deletion
Language(s)
- English