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Identity Statement

Reference code(s): GB 0074 LMA/4715
Held at: London Metropolitan Archives
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Date(s): 1976-1978
Level of description: Collection
Extent: 0.08 linear metres
Name of creator(s): Merchant Investors Assurance Company Ltd


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.


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 & Use

Language/scripts of material:

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:

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.

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:
Added October 2016.

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