PAT has had many people involved in its inception and running, these include;
Alastair Ross Goobey CBE
Alastair Ross Goobey CBE was appointed as the first President of The Pensions Archive Trust in 2005.
He began his career in pensions at Kleinwort Benson in 1968 as a graduate trainee. His career included a period from 1977 to 1981 as investment manager of the Courtaulds pension fund and then until 1985 as a director of Geoffrey Morley and Partners. He was Chief Investment Strategist of broker James Capel from 1987 to 1993, where he ranked first on the Extel survey in 1990. Between January 1993 and December 2001 he was Chief Executive of Hermes Pensions Management (formerly PosTel), the principal investment managers of the £50 billion British Telecom and Post Office pension schemes.
He held the position of Chairman of the Hermes Focus Funds, John Wainwright and Co Ltd, and TR Property Investment Trust plc, and was Chairman of The Wellcome Trust, (the largest medical research charity), and Senior Advisor to and member of the European Advisory Board of Morgan Stanley. Since November 1997 he was a nominated member of the Council of Lloyds.
In 1986 he was asked by Nigel Lawson to act as his Special Adviser in HM Treasury in the run-up to the 1987 General Election; when Norman Lamont became Chancellor, Ross Goobey, was again asked to act as Special Adviser in the year up to the 1992 Election. He stood as a parliamentary candidate for West Leicester in 1979.
He was awarded the CBE in the 2000 Queen's Birthday Honours List for services to pensions.
Alastair died on 2 February 2008 aged 62. Read obituary
After education at the London School of Economics and National Service in the Royal Navy, Maurice Oldfield joined Proctor & Gamble Limited, becoming UK Pensions Manager in 1956, before moving to Remington Rand Limited as Pensions Manager in 1961. From 1966 until 1990, he was Group Pensions Manager of Allied Breweries, with responsibility for pension arrangements for businesses in France, Belgium, Germany, Spain, Portugal, East Africa, USA and Canada.
Over 500 pension schemes of companies acquired in the UK were incorporated into the main fund, including those of J. Lyons & Company Limited. He became a Fellow of the Pensions Management Institute in 1976, Chairman of National Association of Pension Funds in 1982 and became the first Chairman of the European Federation for Retirement Provision (EFRP). He was also Chairman of the Pre-Retirement Association and Chairman of PARITY.
In 1980, he established Kontax Limited, as a company within Allied Breweries, to provide pension schemes advice to small brewers, a business which he subsequently purchased and, after his retirement, enlarged to include schemes of small companies other than brewers. While Kontax was sold to Abbey National in 1995, its activities in trusteeship and pension documentation have been retained in another company, Understanding & Communication Limited, which Maurice had established in 1982.
He is the author of the five editions of Understanding Pension Schemes and Editor of the Pensions Management Institute Handbook. He has also contributed numerous articles to pensions magazines and newspapers.
He had been involved with The Pensions Archive Trust since its inception and was appointed a Director in 2005. He retired from this post in 2008. Maurice died on 28 April 2018 aged 87.
Dr Graham Brown
Graham Brown was involved in the administration of occupational pension schemes for more than 37 years, the majority of that time in management. For the last 13 years prior to his retirement, he was with Barnardo’s, the UK’s leading child care charity, where he was Head of People Support Services. He was elected Pensions Manager of the Year in 2002 and 2004.
Graham has a Doctorate in Practical Ministry and a Masters Degree in Mid-Life, Pre-Retirement Education and Life Planning. He was a frequent speaker at conferences around Europe on pension issues, writing articles for the pensions press and a constant thorn in the side of organisations and individuals whose professional standards were sadly lacking when dealing with scheme members. He was a member of the Advisory Council of the Occupational Pensions Defence Union (OPDU) and a member of the Leprosy Mission pensions committee.
He had been involved with The Pensions Archive Trust since its inception and remains a Member of the Trust Company, of which he was a Director from August 2005 until February 2008. Graham died on 19 January 2018.
After more than 12 years as an Actuarial Clerk with the Standard Life Assurance Company in Edinburgh, in 1969 Geoff Oldham joined Westland Aircraft as Pensions Administrator. From 1977, he became Group Pensions Manager of Meyer International plc (subsequently St.Gobain Building Products) for 25 years until his retirement in 2002. A Fellow of the Pensions Management Institute, he served for a time on the Committee of the City & Eastern Region of the NAPF.
He was involved with The Pensions Archive Trust since its inception and served as a Director from August 2005 until February 2011. He remained a Member of the Trust Company until his death on 29 December 2015 at the age of 77.
Mike Young has had a continuous involvement in the UK occupational pensions movement for approaching 50 years, actually managing company pension schemes for 33 of those years until his retirement from full-time work in 1997. He also found time to be Hon. Treasurer of the National Association of Pension Funds (twice!), a member of the Occupational Pensions Board (the then regulating body) and the founder of the Pensions Research Accountants Group. This was in 1976 and, as the Group's President, Mike remains a member of the Group's governing body. Qualifying originally as a Chartered Accountant, he was a Fellow the Pensions Management Institute from its inception and his present part-time retirement job involves a thorough knowledge of how funds are invested.
Mike was involved with The Pensions Archive Trust from the outset and remains a Member of the Trust Company, of which he was a Director from August 2005 until January 2012.
Stephen Pegg joined the board of The Pensions Archive Trust in March 2009 following his retirement in June 2008 after over 35 years in the pensions industry - into which he fell by chance after early career experience in banking and company secretarial work. Following spells with National Water Council Superannuation Fund and then Johnson & Firth Brown plc, Stephen spent 25 years with The BOC Group plc in which, as Corporate Pensions Director, he managed the £2bn UK pension scheme and had governance responsibility for all the Group's pension arrangements world-wide.
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, a Fellow of the Institute of Chartered Secretaries and an Associate of the Chartered Institute of Bankers.
Stephen remained on the board of the Trust until his death on 16 May 2014 at the age of 68.
Jocelyn Blackwell started her career in pensions as an actuarial analyst at Towers Perrin in 1978. She then worked at the Wyatt Company and Mercer before starting her own firm, Dunnett Shaw & Partners in 1987. As Managing Director of Dunnett Shaw she launched the industry wide body Raising the Standard of Pensions Administration (now PASA) to improve the quality of administration services in pensions.
After 18 years as an independent consulting firm, Jocelyn merged Dunnett Shaw with Higham Group in 2004. The combined business, Higham Dunnett Shaw, was sold to Capita in 2007.
Jocelyn took a break from pensions to take an undergraduate degree at UCL in Anthropology. She now works as a non-executive director for Inside Pensions and as a trustee director for NOW: Pensions. She is a Fellow of the Pensions Management Institute.
Jocelyn was appointed a Director of The Pensions Archive Trust in 2014. She resigned as a Director in June 2016.
Following National Service with REME, Neville Otty was called to the Bar in 1962.
His career since then has spanned more than 40 years with a range of organizations involved in pensions and benefits consultancy, namely Glanvill Enthoven/Jardine Glanvill (1961-1982), Stewart Wrightson (1983-1987), Willis Faber (1988-1990) Noble Lowndes/Sedgwick Noble Lowndes (1990-1994) EBS consultants (1994-1996) and finally Sun Life of Canada (1997-2003).
Neville was a founder member of the International Employee Benefits Association which was formed in 1994 to develop a diploma qualification in international employee benefits. He was also a founder member of the Double Century Club formed in 1975 to develop knowledge in life assurance and pensions in the European Community.
He was an Associate of the Pensions Management Institute appointed in 1976 and a Member of the Chartered Insurance Institute. He was a founder member of the Association of Pensions Lawyers. He was also a Volunteer Adviser for The Pensions Advisory Service.
He was very much involved with the establishment of the Pensions Archive Trust and was Secretary to its Steering Group. He subsequently remained a member of the Advisory Committee until his death on 12 November 2018 aged 82.
Eddie Thomas is an Actuary, an Associate of the Pensions Management Institute, and an Associate of the Chartered Insurance Institute. Before joining Law Debenture, he was Chief Executive and Finance Director of a national charity. Prior to that he was a partner at Bacon & Woodrow responsible for wide ranging advice to pension clients in the public and private sectors. He joined Law Debenture in 2002 and was responsible for Law Debenture's pension scheme trusteeship activity until 2008.
He retired in May 2018 as a Vice President to concentrate on running a debt counselling service but remains a member of the Trust.
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The Pensions Archive Trust - Registered Charity No. 1122633
Chairman - Alan Herbert Secretary - Peter Dawes