Identity area
Reference code
Title
Date(s)
- 1917-2009 (Creation)
Level of description
Extent and medium
5.07 linear metres
Context area
Name of creator
Biographical history
The National Association of Pension Funds is the principal body representing occupational pension funds and those managing pension funds in the UK.
The origin of the NAPF is a grouping known as the Conference of Superannuation Funds, formed in 1917, which sought exemption from tax on the investment returns made by pension funds and from income tax for employees' contributions. The recommendations made by its members to the Royal Commission on Income Tax in 1918 led to the tax exemptions granted in the 1921 Finance Act. The Association of Superannuation and Pension Funds was subsequently formed in 1923 and the name changed to National Association of Pension Funds in 1967. Since the mid 1970s the NAPF has increased the range of its activities including regularly lobbying on legislative and regulatory changes.
In addition the NAPF has promoted courses, conferences and publications. It has also played a role in the corporate governance of companies. Although the core membership has always been drawn from companies that sponsor pension schemes, various categories of associate membership have been encouraged, resulting in the ready availability, within the Association, of a wide range of technical knowledge and influence.
(Company limited by guarantee and not having share capital).
Offices: Cheapside House, 138 Cheapside, City of London (in 2013).
Repository
Archival history
GB 0074 LMA/4494 1917-2009 Collection 5.07 linear metres National Association of Pension Funds Ltd , 1967-
Conference of Superannuation Funds , 1917-1923
The Association of Superannuation & Pension Funds , 1923-1967
The National Association of Pension Funds is the principal body representing occupational pension funds and those managing pension funds in the UK.
The origin of the NAPF is a grouping known as the Conference of Superannuation Funds, formed in 1917, which sought exemption from tax on the investment returns made by pension funds and from income tax for employees' contributions. The recommendations made by its members to the Royal Commission on Income Tax in 1918 led to the tax exemptions granted in the 1921 Finance Act. The Association of Superannuation and Pension Funds was subsequently formed in 1923 and the name changed to National Association of Pension Funds in 1967. Since the mid 1970s the NAPF has increased the range of its activities including regularly lobbying on legislative and regulatory changes.
In addition the NAPF has promoted courses, conferences and publications. It has also played a role in the corporate governance of companies. Although the core membership has always been drawn from companies that sponsor pension schemes, various categories of associate membership have been encouraged, resulting in the ready availability, within the Association, of a wide range of technical knowledge and influence.
(Company limited by guarantee and not having share capital).
Offices: Cheapside House, 138 Cheapside, City of London (in 2013).
Deposited by the Pensions Archive Trust in 2008 and 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.
LMA/4494/A: Council and Committees LMA/4494/B: Secretary LMA/4494/C: Members LMA/4494/D: Publicity and outreach LMA/4494/E: Audio visual.
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. July to October 2009 with additions August 2012. Communication process Advertising Information sources Documents Business records Corporate minutes Service industries Financial service industries Pension services Organizations Social services Associations Social security Pensions Occupational pensions Information sciences Communications media Publications Law Legislation Employment legislation Pensions legislation Management Publicity Business management Awareness-raising activities Conferences Group communication Business administration Company archives Conference of Superannuation Funds , 1917-1923 The Association of Superannuation & Pension Funds , 1923-1967 National Association of Pension Funds Ltd , 1967- Business
Immediate source of acquisition or transfer
Deposited by the Pensions Archive Trust in 2008 and 2009.
Content and structure area
Scope and content
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.
Appraisal, destruction and scheduling
Accruals
System of arrangement
LMA/4494/A: Council and Committees LMA/4494/B: Secretary LMA/4494/C: Members LMA/4494/D: Publicity and outreach LMA/4494/E: Audio visual.
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
- Communication process
- Communication process » Advertising
- Information sources
- Documents
- Service industries
- Organizations
- Social services
- Organizations » Associations
- Social services » Social security
- Social services » Social security » Pensions
- Information sciences
- Law
- Law » Legislation
- Management
- Management » Business management
- Communication process » Group communication » Conferences
- Communication process » Group communication
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