Collection GB 0074 LMA/4584 - OCCUPATIONAL PENSIONS DEFENCE UNION LIMITED

Zone d'identification

Cote

GB 0074 LMA/4584

Titre

OCCUPATIONAL PENSIONS DEFENCE UNION LIMITED

Date(s)

  • 1997- 2015 (Création/Production)

Niveau de description

Collection

Étendue matérielle et support

0.08 linear metres.

Zone du contexte

Nom du producteur

Notice biographique

The Occupational Pensions Defence Union Limited (OPDU) provides insurance cover and risk management services to pension fund trustees, administrators and employers to protect pension schemes. It was launched in 1997, after a group of pensions managers and lawyers recognised that operators of occupational pensions schemes had an increased need for protection as demands were made for regulatory measures to safeguard the benefits of pension fund holders in the wake of the Maxwell scandal.

Initial meetings facilitated by the National Association of Pension Funds led to the formation of a Steering Committee established by Jonathan Bull, chaired by Alan Herbert. This Steering Committee worked with the insurance provider Thomas Miller and Company Limited to develop an insurance facility for pension schemes trustees and administrators. The Steering Committee was replaced with an Advisory Council of members in 1998. In 2011 over 750 pension schemes and £180 billion of pension fund assets were insured by OPDU, who also provides its members with advisory and claims services, and offers training in risk management for trustees. In July 2015 Jonathan Bull retired from OPDU.

Source of information includes: http://www.opdu.com/ [accessed 6 Jun 2011]

Histoire archivistique

GB 0074 LMA/4584 1997- 2015 Collection 0.08 linear metres. Occupational Pensions Defence Union Limited

The Occupational Pensions Defence Union Limited (OPDU) provides insurance cover and risk management services to pension fund trustees, administrators and employers to protect pension schemes. It was launched in 1997, after a group of pensions managers and lawyers recognised that operators of occupational pensions schemes had an increased need for protection as demands were made for regulatory measures to safeguard the benefits of pension fund holders in the wake of the Maxwell scandal.

Initial meetings facilitated by the National Association of Pension Funds led to the formation of a Steering Committee established by Jonathan Bull, chaired by Alan Herbert. This Steering Committee worked with the insurance provider Thomas Miller and Company Limited to develop an insurance facility for pension schemes trustees and administrators. The Steering Committee was replaced with an Advisory Council of members in 1998. In 2011 over 750 pension schemes and £180 billion of pension fund assets were insured by OPDU, who also provides its members with advisory and claims services, and offers training in risk management for trustees. In July 2015 Jonathan Bull retired from OPDU.

Source of information includes: http://www.opdu.com/ [accessed 6 Jun 2011]

Records deposited in 2008, 2009, 2012, 2016 and 2017.

Collection consists of the Occupational Pensions Defence Union's newsletter 'OPDU Report' (issue 7 missing).

LMA/4584/01 : OPDU Reports.

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

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. Records prepared May to September 2011. Updated in January 2013 and August 2017. Pensions Occupational pensions Insurance Financial administration Finance Insurance services Financial risk management Service industries Financial service industries Pension services Social security Social services Occupational Pensions Defence Union

Source immédiate d'acquisition ou de transfert

Records deposited in 2008, 2009, 2012, 2016 and 2017.

Zone du contenu et de la structure

Portée et contenu

Collection consists of the Occupational Pensions Defence Union's newsletter 'OPDU Report' (issue 7 missing).

Évaluation, élimination et calendrier de conservation

Accroissements

Mode de classement

LMA/4584/01 : OPDU Reports.

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 to this collection 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