Collection GB 0074 LMA/4588 - PENSIONS ARCHIVE TRUST

Identity area

Reference code

GB 0074 LMA/4588

Title

PENSIONS ARCHIVE TRUST

Date(s)

  • 2001-2014 (Creation)

Level of description

Collection

Extent and medium

0.12 linear metres.

Context area

Name of creator

Biographical history

The idea of establishing a Pensions Archive was first raised by Alan Herbert in 2001, after his attendance at a reception to celebrate the 25th anniversary of Edis Partnerships Limited led him to reflect on the long period over which pension provision had been developed and the need to capture the story for future generations in view of the changes taking place.

In 2002, after taking further soundings across a number of people in the pensions field with a view to progressing such a project, The Pensions Archive Trust Steering Committee was established, and the Trust itself was constituted as a registered company, limited by guarantee in 2005. Alan Herbert became the first chair of The Pensions Archive Trust (PAT).

Initially the possibility of setting up an independent archive within the City University, London, was explored but in August 2006 discussions began with the London Metropolitan Archives (LMA) to establish a partnership in which the PAT collections would be held at LMA and managed by an Archivist funded by PAT. A Joint Liaison Committee of representatives from PAT and LMA was established to plan programmes for the Pensions Archive and to set and monitor the work of the Archivist. The first archival collections were acquired at LMA in April 2007, and the Trust gained charitable status in February 2008.

Source of information: http://www.pensionsarchive.org/44/ [accessed 8 August 2011].

Archival history

GB 0074 LMA/4588 2001-2014 Collection 0.12 linear metres. Pensions Archive Trust

The idea of establishing a Pensions Archive was first raised by Alan Herbert in 2001, after his attendance at a reception to celebrate the 25th anniversary of Edis Partnerships Limited led him to reflect on the long period over which pension provision had been developed and the need to capture the story for future generations in view of the changes taking place.

In 2002, after taking further soundings across a number of people in the pensions field with a view to progressing such a project, The Pensions Archive Trust Steering Committee was established, and the Trust itself was constituted as a registered company, limited by guarantee in 2005. Alan Herbert became the first chair of The Pensions Archive Trust (PAT).

Initially the possibility of setting up an independent archive within the City University, London, was explored but in August 2006 discussions began with the London Metropolitan Archives (LMA) to establish a partnership in which the PAT collections would be held at LMA and managed by an Archivist funded by PAT. A Joint Liaison Committee of representatives from PAT and LMA was established to plan programmes for the Pensions Archive and to set and monitor the work of the Archivist. The first archival collections were acquired at LMA in April 2007, and the Trust gained charitable status in February 2008.

Source of information: http://www.pensionsarchive.org/44/ [accessed 8 August 2011].

Records deposited in multiple accessions between 2008 and 2017.

Records of the Pensions Archive Trust including minutes and associated papers of the Joint Liaison Committee relating to the administration of PAT, chairman's papers and annual reports and accounts; materials relating to publicity and outreach work carried out by PAT, namely PAT publications and events; and materials collected by PAT.

LMA/4588/A: Administration;
LMA/4588/B: Publicity and outreach;
LMA/4588/C: Collected materials.

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 February 2018. Social security Pensions Communication process Publicity Service industries Financial service industries Pension services Social services Archive development Archive management Archives Advertising Pensions Archive Trust

Immediate source of acquisition or transfer

Records deposited in multiple accessions between 2008 and 2017.

Content and structure area

Scope and content

Records of the Pensions Archive Trust including minutes and associated papers of the Joint Liaison Committee relating to the administration of PAT, chairman's papers and annual reports and accounts; materials relating to publicity and outreach work carried out by PAT, namely PAT publications and events; and materials collected by PAT.

Appraisal, destruction and scheduling

Accruals

System of arrangement

LMA/4588/A: Administration;
LMA/4588/B: Publicity and outreach;
LMA/4588/C: Collected materials.

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 to this collection 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

Related descriptions

Notes area

Alternative identifier(s)

Access points

Place access points

Name access points

Genre access points

Description control area

Description identifier

Institution identifier

London Metropolitan Archives

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

Script(s)

    Sources

    Accession area