Graphical version

London Metropolitan Archives

NATIONAL ASSOCIATION OF PENSION FUNDS LIMITED


IDENTITY STATEMENT

Reference code(s): GB 0074 LMA/4494

Held at: London Metropolitan Archives

Title: NATIONAL ASSOCIATION OF PENSION FUNDS LIMITED

Date(s): 1917-2009

Level of description: Collection

Extent: 5.07 linear metres

Name of creator(s): National Association of Pension Funds Ltd | 1967-
Conference of Superannuation Funds | 1917-1923
The Association of Superannuation & Pension Funds | 1923-1967

CONTEXT

Administrative/Biographical history:

The National Association of Pension Funds is the principal body representing occupational pension funds and those managing pension funds in the UK.

The origin of the NAPF is a grouping known as the Conference of Superannuation Funds, formed in 1917, which sought exemption from tax on the investment returns made by pension funds and from income tax for employees' contributions. The recommendations made by its members to the Royal Commission on Income Tax in 1918 led to the tax exemptions granted in the 1921 Finance Act. The Association of Superannuation and Pension Funds was subsequently formed in 1923 and the name changed to National Association of Pension Funds in 1967. Since the mid 1970s the NAPF has increased the range of its activities including regularly lobbying on legislative and regulatory changes.

In addition the NAPF has promoted courses, conferences and publications. It has also played a role in the corporate governance of companies. Although the core membership has always been drawn from companies that sponsor pension schemes, various categories of associate membership have been encouraged, resulting in the ready availability, within the Association, of a wide range of technical knowledge and influence.

(Company limited by guarantee and not having share capital).

Offices: Cheapside House, 138 Cheapside, City of London (in 2013).

CONTENT

Scope and content/abstract:

Records of the National Association of Pension Funds Ltd, 1917-2009, comprising minutes, agendas, reports and correspondence from various committees; secretary's files; documents concerning membership; publicity and outreach material, including conference publications, yearbooks and published reports and surveys; and audio-visual material, including photographs and promotional videos.

ACCESS AND USE

Language/scripts of material: English

System of arrangement:

LMA/4494/A: Council and Committees LMA/4494/B: Secretary LMA/4494/C: Members LMA/4494/D: Publicity and outreach LMA/4494/E: Audio visual.

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 rests with the depositor.

Finding aids:

Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm

ARCHIVAL INFORMATION

Archival history:

Immediate source of acquisition:

Deposited by the Pensions Archive Trust in 2008 and 2009.

ALLIED MATERIALS

Related material:

This collection forms part of the Pensions Archive.

DESCRIPTION NOTES Rules or conventions: 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.

Date(s) of descriptions: July to October 2009 with additions August 2012.


INDEX ENTRIES
Subjects
Advertising | Communication process
Associations | Organizations
Awareness-raising activities | Publicity | Communication process
Business administration | Business
Business management | Management
Conferences | Group communication | Communication process
Corporate minutes | Business records | Documents | Information sources
Occupational pensions | Pensions | Social security | Social services
Pension services | Financial service industries | Service industries
Pensions legislation | Employment legislation | Legislation | Law
Publications | Communications media | Information sciences
Business x Enterprises
Business administration x Business management
Publicity x Advertising
Company archives

Personal names

Corporate names
Conference of Superannuation Funds | 1917-1923
National Association of Pension Funds Ltd | 1967-
The Association of Superannuation & Pension Funds | 1923-1967

Places