Introduction : Audience : ContentsGeorge Ross Goobey papers : Administration : Location : Collection of Material : Funding : Contact : ForumsPublic Forum
spacer

What will the Archive contain?

The material collected for the Pensions Archive will be as broad-based as possible, to satisfy the requirements of all types of potential users, for example:-
 
Publications:

  • Statutes and Government regulations.
  • Guidance notes, codes and standards of practice.
  • Books, magazines and trade directories.
  • Reports to Governments (e.g. Pickering, Goode and Sandler).
  • Research Papers.
  • Conference Papers.

Statistics:

  • Demographic Statistics (including Census returns).
  • Life expectancy, mortality and morbidity.
  • Government economic statistics.
  • Investment performance and portfolio structure.
  • Scheme survey returns (NAPF etc.).

Scheme Documents:

  • Examples of Scheme Trust Deeds and Rules.
  • Insurance Company Policy documents.
  • Scheme booklets and other scheme communications material.
  • Scheme member newsletters and trustee reports.

Historical:

  • Early scheme documentation.
  • Earliest original documents.
  • Personal collections.
  • Organizations' meeting papers (Professional Institutes and Trade Bodies).

 

 

 

Collections held in the Pensions Archive at London Metropolitan Archives:

ACCOUNTING STANDARDS COMMITTEE
Statement of recommended practice (1987).

AP INFORMATION SERVICES LIMITED
Letters and minutes relating to the establishment and publishing of 'Pension Funds and Their Advisors',
including assignment. (1975-1980), Correspondence (1998) and Speech made by Alan Philipp
at the 25th Anniversary of 'Pension Funds and Their Advisors'. (2002). (1975-2002).

BAE SYSTEMS PENSION SCHEME
Explanatory booklets (1988-2006).

BASF UK GROUP PENSION SCHEME
Explanatory booklets (1982-2007).

BEDFORDSHIRE COUNTY COUNCIL PENSION FUND
Explanatory booklets (1998-2007).

BENEFITS AND COMPENSATION INTERNATIONAL PENSION PUBLICATIONS LIMITED
Monthly publications (1971-2008).

CAPITA HARTSHEAD
Annual Pension Scheme Administration Surveys (1994-2007).

CE ELECTRIC UK FUNDING COMPANY
Explanatory booklets (1956-2005).

COATS PLC PENSION PLAN
Explanatory booklets (1950's-2007).

ELECTRICITY PENSIONS SERVICES LIMITED
Explanatory booklets (1973-1983).

FRIENDS PROVIDENT PENSION SCHEME
Explanatory booklet (2000).

GEORGE ROSS GOOBEY PAPERS
Personal papers (1953-1960).

GULF UK PENSION SCHEME
Printed plans and regulation booklets (1964-1981), newsletters (1984-1990).
Includes Gulf Oil Corporation Stock Option Plans booklets (1974,1983) and business card of Peter M Ward. (1964-1990)

HOUNSLOW PENSION FUND
Annual Reports (1992-2002, 2005 and 2007).

HUNTING PENSIONS TRUST LIMITED
Publications relating to pension administration (1967-2002).

IMERYS UK PENSION SCHEME
Explanatory booklets (1979-2008).

INCISIVE MEDIA LIMITED
'Professional Pensions' Weekly and Monthly publications (1995-2008); formerly published by MSM International Limited until December 2006.

INSTITUTE OF ACTUARIES
'The Actuary' monthly magazine (1991 - 2007) with some gaps; various publications (1993 - 2005). (1991-2007).

INVESTMENT MANAGEMENT REGULATORY ORGANISATION LIMITED
'Consultation document 33 Derivatives November 1996' booklet and correspondence. (1996 - 1997).

WENDY IRONMONGER COLLECTION
Paper submitted for the Chartered Insurance Institute Morgan Owen Medal Competition 1986 'What Nature The Pensions Promise'.

LONDON INTERNATIONAL FINANCIAL FUTURES EXCHANGE
'Future and Options Accounting and Administration' (1991) and
'The Reporting and Performance Measurement of Financial Futures and Options in Investment Portfolios' (1992) booklets. (1991-1992).

MOLINS UK PENSION FUND TRUSTEE LIMITED
Explanatory booklets (1936-2007).

NATIONAL ASSOCIATION OF PENSION FUNDS
Minute books (1917–1980's) including Annual General Meetings (1948–1954);
Annual Report and Accounts (1970–1989); Benefits Council minutes (1983-1998);
Conference Committee (1971–1974); Conferences, Educational and Training Committee (1972–1977);
Council minutes (1970-1996); Development Committee (1971–1974); Finance Committee (1971–1977);
Government Relations Committee (1971–1976); Investment Committee minutes (1964 – 1996);
NAPF Annual Surveys and Accounts (1975–1995); and Services and Member Relations Committee (1974–1977);
Yearbooks (1999, 2005). 'Dictionary of International Benefits Terminology' (1998). Photographs (1957-1998)

OCCUPATIONAL PENSIONS DEFENCE UNION LIMITED
'The OPDU Report' (2007), 'OPDU Report 24' (2008)

PENSIONS ADVISORY SERVICE LIMITED
Memorandum and articles of association (1984) [facsimile];
Booklets; 'A review of OPAS cases and activities' (1994-95, 1995-96, 1996-97, 1997-98, 1999-00, 2001-02, 2003-04, 2004-05 and 2006-07) and
'History of OPAS' (1998). Note: OPAS: Occupational Pensions Advisory Service. (1984-2007)

PENSIONS ARCHIVE TRUST
Joint Liaison Committee: agendas, minutes and related papers (2007 - 2008), 'Celebrating 100 Years of Pensions' Howarth Clark Whitehill, containing Alan Herbert's article on employer sponsorship; 'Celebrating 20 Years 1988 - 2008' Punter Southall Group information pack for Longevity Panel discussion attended by Alan Herbert (2008).

PENSIONS RESEARCH ACCOUNTANTS GROUP
Annual Accounts (1977-1997); Committee, AGM Minutes and Chairman's Annual Report (1976-1999);
Working Party Membership (1944-1985) and Various Publications (1978-2007).

PRUDENTIAL ASSURANCE COMPANY LIMITED
'A List of Pension Schemes arranged with the Prudential Assurance Company Limited' (1951);
'Individual Pensions for the self-employed and other persons with non-pensionable earnings' (1956) and
'A Scheme for Employees Pensions' (195-) booklets. (1951-1959).

R WATSON AND SONS
'Watson Quarterly' and 'Watsons Pensions Commentary' newsletters, seminar brochures, guidance, statistics and reports (1975-1993).

RAC PENSION SCHEME
Explanatory booklets (1993-2007) and 'Guides for Members' pack, consisting of four booklets (2008). (1993-2008).

REED ELSEVIER (UK) LIMITED
'Pensions World' Monthly magazines (1992-1998). Note: published by Tolley Publishing Company which later became a division of Reed Elsevier.

KEVIN SIMS COLLECTION
European Pensions Handbook (2002-2005); 'European Pensions News' (2000-2002); 'Global Pensions' (2001-2006);
Global Pensions Handbook (2006-2007); 'Investment and Pensions Europe' (2001-2007); IPA and IPE magazines (2007);
'Irish Pensions' (1994-2004); NAPF publications (2002-2005); 'Pensions Age' (1997-2007); 'Pensions Week' (1999-2007);
'Pensions World' (2000-2006); 'PM Pensions Management' (1999-2004); 'Professional Pensions' (1999-2005) and
Professional Pensions Handbook (1997-2005).

UBS PENSION FUND INDICATORS
'Pension Fund Indicators 2002 a long-term perspective on pension fund investment' booklet (2002).

UNILEVER UK PENSIONS
Explanatory booklet  (1980).

SUE WARD COLLECTION
Bulletin magazine (2000-2002); Northern Pensions Resource Group and Independent Pensions Research Group:
Conference papers and Conference plenary speeches audio cassette tape recordings (1990 - 2006);
Occupational Pensions Law Reports (2000-2001) and Occupational Pensions Regulatory Authority reports and publications (1998-2002).

WORLD MARKETS COMPANY PLC
'Guide to Options' (1992) and 'Guide to Futures' (1993) booklets. (1992-1993).

 

Useful links:

Cass Business School City of London

The Occupational Pensions Defence Union