NATIONAL ASSOCIATION OF PENSION FUNDS LIMITED

Identity Statement

Reference code(s)	: GB 0074 LMA/4494
Held at	: London Metropolitan Archives   Click here to find out how to view this collection at https://www.cityoflondon.gov.uk/lma ›
Full 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 & 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.

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:
July to October 2009 with additions August 2012.