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

Identificatie

referentie code

GB 0074 LMA/4494

Titel

NATIONAL ASSOCIATION OF PENSION FUNDS LIMITED

Datum(s)

  • 1917-2009 (Vervaardig)

Beschrijvingsniveau

Collectie

Omvang en medium

5.07 linear metres

Context

Naam van de archiefvormer

Biografie

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).

archiefbewaarplaats

Geschiedenis van het archief

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

Directe bron van verwerving of overbrenging

Deposited by the Pensions Archive Trust in 2008 and 2009.

Inhoud en structuur

Bereik en inhoud

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.

Waardering, vernietiging en slectie

Aanvullingen

Ordeningstelsel

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.

Voorwaarden voor toegang en gebruik

Voorwaarden voor raadpleging

These records are available for public inspection, although records containing personal information are subject to access restrictions under the UK Data Protection Act, 1998.

Voorwaarden voor reproductie

Copyright rests with the depositor.

Taal van het materiaal

  • Engels

Schrift van het materiaal

  • Latijn

Taal en schrift aantekeningen

English

Fysieke eigenschappen en technische eisen

This collection forms part of the Pensions Archive.

Toegangen

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

Verwante materialen

Bestaan en verblifplaats van originelen

Bestaan en verblijfplaats van kopieën

Related units of description

Related descriptions

Aantekeningen

Alternative identifier(s)

Trefwoorden

Geografische trefwoorden

Naam ontsluitingsterm

Genre access points

Beschrijvingsbeheer

Identificatie van de beschrijving

Identificatiecode van de instelling

London Metropolitan Archives

Toegepaste regels en/of conventies

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

Niveau van detaillering

Verwijdering van datering archiefvorming

Taal (talen)

  • Engels

Schrift(en)

    Bronnen

    Voorwaarden voor raadpleging en gebruik