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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].