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Identity Statement

Reference code(s): GB 0074 LMA/4588
Held at: London Metropolitan Archives - click here to see details of the physical location of collection
Date(s): 2001-2011
Level of description: Collection
Extent: 0.08 linear metres.
Name of creator(s): Pensions Archive Trust


Administrative/Biographical history:

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: [accessed 8 August 2011].


Scope and content/abstract:

Records of the Pensions Archive Trust. The collection comprises; the minutes and associated papers of the Joint Liaison Committee relating to the administration of PAT; materials relating to publicity and outreach work carried out by PAT, namely PAT publications and events; and materials collected by PAT.

Access & Use

Language/scripts of material:

System of arrangement:

LMA/4588/A: PAT Administration;
LMA/4588/B: Promotion and outreach activities of PAT;
LMA/4588/C: Materials collected by PAT.

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 to this collection rests with the depositor.

Finding aids:

Please see online catalogues at:

Archival Information

Archival history:

Immediate source of acquisition:

Records deposited in multiple accessions between 2008 and 2011.

Allied Materials

Related material:

This collection forms part of the Pensions Archive.

Publication note:

Description Notes

Archivist's note:

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:
Records prepared May to September 2011.

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