Identity area
Reference code
Title
Date(s)
- 1976-1978 (Creation)
Level of description
Extent and medium
0.08 linear metres
Context area
Name of creator
Biographical history
Merchant Investors was incorporated in 1970 and underwrote high net worth life and pension products mainly for Independent Financial Advisors. The company was taken over in 2003 by Sanlam, a South African investment company. As of 23 December 2003, Sanlam Life and Pensions UK Limited operated as a subsidiary of Sanlam Limited and provided life insurance, pension, and investment products in the United Kingdom.
Philip A Knight was Pensions Manager to the company, was involved with setting up the pension scheme and became the first member-nominated trustee of the scheme.
Repository
Archival history
GB 0074 LMA/4715 1976-1978 Collection 0.08 linear metres Merchant Investors Assurance Company Ltd
Merchant Investors was incorporated in 1970 and underwrote high net worth life and pension products mainly for Independent Financial Advisors. The company was taken over in 2003 by Sanlam, a South African investment company. As of 23 December 2003, Sanlam Life and Pensions UK Limited operated as a subsidiary of Sanlam Limited and provided life insurance, pension, and investment products in the United Kingdom.
Philip A Knight was Pensions Manager to the company, was involved with setting up the pension scheme and became the first member-nominated trustee of the scheme.
Deposited on long term loan in August 2016 via the Pensions Archive Trust.
Records of Merchant Investors Assurance Company Ltd 1976-1978 including a single file kept by Philip A Knight, Pensions Manager, regarding setting up of the retirement benefits scheme.
One file.
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 rests with the depositor.
English
Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm
This collection forms part of the Pensions Archive.
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.
Added October 2016. Merchant Investors Assurance Company Ltd
Immediate source of acquisition or transfer
Deposited on long term loan in August 2016 via the Pensions Archive Trust.
Content and structure area
Scope and content
Records of Merchant Investors Assurance Company Ltd 1976-1978 including a single file kept by Philip A Knight, Pensions Manager, regarding setting up of the retirement benefits scheme.
Appraisal, destruction and scheduling
Accruals
System of arrangement
One file.
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 rests with the depositor.
Language of material
- English
Script of material
- Latin
Language and script notes
English
Physical characteristics and technical requirements
This collection forms part of the Pensions Archive.
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