Issue 4 - Autumn 2014


Stephen John Pegg

The directors of The Pensions Archive Trust (PAT) record with very much regret the death of Stephen Pegg on 16 May 2014 at the age of 68. Stephen had joined the board of PAT in March 2009 following his retirement as Corporate Pensions Director of The BOC Group plc in June 2008.

He was born in Sheffield on 25 June 1945. On leaving school at the age of 16 he joined Martins Bank in 1961 and became an Associate of the Chartered Institute of Bankers in 1967.

He moved to The Davy Group Ltd in 1967 where he worked on the company secretarial side and in 1969 was elected an Associate of the Institute of Chartered Secretaries and Administrators. In 1974 he entered the pension’s profession on joining the National Water Council Superannuation Fund based in Sheffield where he remained until 1978 when he took up a position in pensions with Johnson & Firth Brown the specialist steel and engineering group, also located in Sheffield. In the same year he was elected an Associate of the Pensions Management Institute having been a prize winner in the examinations.

In 1983 he moved south to join the pensions side of The BOC Group where he subsequently became Corporate Pensions Director with responsibility for the £2bn UK pension scheme and the governance of all the Group's pension arrangements world-wide. During his 35 years in pensions he served on a number of committees. These included the Institute of Chartered Secretaries Pensions Panel 1980-86; Engineering Employers Federation Pensions Panel 1983-95; PRAG Executive 1985-87; NAPF (Southern Group) 1992-94.

Stephen had a BA (Hons) in Classical Studies and an MA (Res) in Medieval Studies, both from the University of Reading. He was a Fellow of the Pensions Management Institute and a Fellow of the Institute of Chartered Secretaries and Administrators.

He leaves a widow, Barbara who he married in 1973 and a son and two daughters.

 Board appointment

The Board of PAT was very pleased to welcome David Robertson as a director during the year.

David has been the head of the Permanent Secretariat at the Association of Consulting Actuaries (ACA) since 1992 and has acted as the joint external secretary to the All-Party Parliamentary Group on Pensions. He has also served as a member of two pension trustee boards for over 25 years.

David Robertson is a graduate in politics from the London School of Economics. His early career was as a specialist in industrial relations, where he worked for the Local Authorities’ National Employers, the Engineering Employers London Association and then subsidiaries of De La Rue and John Brown plc, where he was a Personnel Director. He moved into a public relations and public affairs role in the mid-1980s and has been a director of the specialist financial services consultancy, Underline Group, since then to date.


PAT has been pleased to participate in the LMA’s intern scheme over the last year which assists young people develop careers in Archive Administration

Sarah Thiel completed in August her year’s internship with LMA/PAT and will now be taking up the place she has been offered at University College London to study Archive Administration. She had recently added to the website a section on Retail Sector Pensions to PAT’s Directory of Archives holding pensions material, following a survey she had organized across a number of company archives in the retail sector. The Boots collection covers pensions material over one hundred years, 1911 – 2011, Sainsbury covers the 1920s -1990s and Mark & Spencer the 1930s – 1990s. We wish her well for the future.

We welcome her successor Joe Williams who will be working with LMA/PAT for the next 12 months. Joe has had some interesting assignments since graduating from University College London, with BA (Hons) in Ancient World Studies and a Masters in Cultural Heritage.

On graduating from his MA, he completed a 6 month project for UNESCO in Mozambique, at the World Heritage Site of Mozambique Island. He assisted with cataloguing and photographing museum collections, staff training, exhibitions and museum accessions.

On return from Mozambique he completed a postgraduate diploma in Heritage Management, focusing on heritage marketing, interpretation and conservation. This was undertaken at the Ironbridge Institute, University of Birmingham.

Since graduating from Ironbridge Institute he has worked as a cataloguer for the Transport Trust; in visitor services for the Sussex Archaeological Society at Lewes Castle, as a volunteer for the East Sussex Record Office at The Keep outside Brighton, and as a researcher and assistant for the Royal Anthropological Institute (digitising an extensive collection of glass plate negatives taken in early C20th Nigeria).

His main project for PAT will be cataloguing the second part of the George Ross Goobey collection which consists of 44 boxes of papers which he hopes to complete during his internship. This will facilitate the integration with the first part which has already been catalogued.

Friends of PAT

PAT was invited by the organisers of the Pensions and Benefits Show to have a display area at the Show in May to illustrate the work of PAT in recording the history and development of occupational pension provision in the UK. We were very grateful for this opportunity. We want to encourage those who work in pensions to regard the Pensions Archive very much as their archive which records the part they and their predecessors have played in developing pension provision in the UK.

Subscriptions or donations from individuals who wish to support the Trust’s work by becoming a Friend of PAT are very welcome. The Trust can claim Gift Aid on donations from individuals who pay Income Tax and/or Capital Gains Tax in the UK. For queries about Friends of PAT, contact Malcolm Deering:

For all other questions about PAT, contact Alan Herbert:

 Annual General Meeting of PAT

The Annual General Meeting of PAT will take place at the London Metropolitan Archives, 40 Northampton Road, London EC1R 0HB on Tuesday 20 January 2015 at 5.00pm followed by a reception and tours of the LMA which will conclude by 6.45pm.

Some of PAT’s collections will be on display including some of the new items from the George Ross Goobey collection. If you would like to attend please contact Joe Williams at LMA: email, tel. 020 7332 3879)



PAT’s newsletter gives updates on the Trust’s work and collections; to receive future copies please e-mail me at the address below.

Alan Herbert
The Pensions Archive Trust
Tel: 01438 869198


The Pensions Archive Trust - Registered Charity No. 1122633    

Chairman - Jeff Highfield