Collection GB 0074 LMA/4494 - NATIONAL ASSOCIATION OF PENSION FUNDS LIMITED

Zone d'identification

Cote

GB 0074 LMA/4494

Titre

NATIONAL ASSOCIATION OF PENSION FUNDS LIMITED

Date(s)

  • 1917-2009 (Création/Production)

Niveau de description

Collection

Étendue matérielle et support

5.07 linear metres

Zone du contexte

Nom du producteur

Notice biographique

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).

Histoire archivistique

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

Source immédiate d'acquisition ou de transfert

Deposited by the Pensions Archive Trust in 2008 and 2009.

Zone du contenu et de la structure

Portée et contenu

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.

Évaluation, élimination et calendrier de conservation

Accroissements

Mode de classement

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.

Zone des conditions d'accès et d'utilisation

Conditions d'accès

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 de reproduction

Copyright rests with the depositor.

Langue des documents

  • anglais

Écriture des documents

  • latin

Notes de langue et graphie

English

Caractéristiques matérielle et contraintes techniques

This collection forms part of the Pensions Archive.

Instruments de recherche

Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm

Zone des sources complémentaires

Existence et lieu de conservation des originaux

Existence et lieu de conservation des copies

Unités de description associées

Descriptions associées

Zone des notes

Identifiant(s) alternatif(s)

Mots-clés

Mots-clés - Lieux

Mots-clés - Noms

Mots-clés - Genre

Zone du contrôle de la description

Identifiant de la description

Identifiant du service d'archives

London Metropolitan Archives

Règles et/ou conventions utilisées

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.

Statut

Niveau de détail

Dates de production, de révision, de suppression

Langue(s)

  • anglais

Écriture(s)

    Sources

    Zone des entrées