IDENTITY STATEMENT
Reference code(s): GB 0074 LMA/4715
Held at: London Metropolitan Archives
Title: MERCHANT INVESTORS ASSURANCE COMPANY LIMITED
Date(s): 1976-1978
Level of description: Collection
Extent: 0.08 linear metres
Name of creator(s): Merchant Investors Assurance Company Ltd
CONTEXT
Administrative/Biographical history:
Merchant Investors was incorporated in 1970 and underwrote high net worth life and pension products mainly for Independent Financial Advisors. The company was taken over in 2003 by Sanlam, a South African investment company. As of 23 December 2003, Sanlam Life and Pensions UK Limited operated as a subsidiary of Sanlam Limited and provided life insurance, pension, and investment products in the United Kingdom.
Philip A Knight was Pensions Manager to the company, was involved with setting up the pension scheme and became the first member-nominated trustee of the scheme.
CONTENT
Scope and content/abstract:
Records of Merchant Investors Assurance Company Ltd 1976-1978 including a single file kept by Philip A Knight, Pensions Manager, regarding setting up of the retirement benefits scheme.
ACCESS AND USE
Language/scripts of material: English
System of arrangement:
One file.
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 on long term loan in August 2016 via the Pensions Archive Trust.
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: Added October 2016.