THE PENSIONS ARCHIVE TRUST

Registered charity 1122633 · accounts filings on the Charity Commission register

1. Education of public about occupational and personal pension schemes in UK, Northern Ireland, Isle of Man and Channel Islands.2. Education regarding establishment and maintenance of such schemes.3. Provision of study resource for everyone with an interest in such schemes.4. Establishment of permanent archive(s) for this purpose.5. Acceptance of relevant donations and materials.

Objects

1)TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE KNOWLEDGE OF ALL ASPECTS OF OCCUPATIONAL AND PERSONAL PENSION SCHEMES AS OPERATED IN THE UNITED KINGDOM, NORTHERN IRELAND, THE ISLE OF MAN AND THE CHANNEL ISLANDS2 TO EDUCATE THOSE INVOLVED IN THE ESTABLISHMENT AND MAINTENANCE OF SUCH SCHEMES3 TO PROVIDE AN EASILY ACCESSIBLE RESOURCE TO STUDENTS STUDYING FOR FIRST DEGREE, POST GRADUATE COURSES, QUALIFICATIONS IN PENSIONS AND OTHER RELATED PROFESSIONS, ACADEMICS, LAWYERS, ACTUARIES, COMMUNICATIONS SPECIALISTS, ECONOMISTS, POLITICIANS, POLITICAL PARTIES, JOURNALISTS, INSURANCE COMPANIES, INVESTMENT MANAGERS, TRADE UNIONS, EMPLOYERS, EMPLOYEES, PENSION MANAGERS, PENSIONS SCHEME TRUSTEES, SECRETARIES TO TRUSTEES OF PENSION SCHEMES, NATIONAL AND LOCAL GOVERNMENT EMPLOYEES, RESEARCHERS AND OTHERS INCLUDING ALL INVOLVED IN THE PROVISION OF PENSIONS FOR THE RETIRED, SICK OR DISABLED OR OTHERWISE INVOLVED IN SUCH ACTIVITY THAT MAY NECESSITATE ACCESS TO SUCH A RESOURCE4)TO ESTABLISH ONE OR MORE PERMANENT ARCHIVES OR LIBRARIES5)TO CHARGE SUCH FEES FOR ADMISSION TO VIEW ANY ARCHIVE OR LIBRARY WHICH MAY BE ESTABLISHED BY TH E CHARITY OR OTHERWISE IN PURSUANCE OF THE OBJECTS AS THE DIRECTORS THINK IS NECESSARY AND APPROPRIATE SO AS TO ADVANCE THE OBJECTS OF THE CHARITY6)TO ACCEPT OR REFUSE DONATIONS OF FUNDS OR MATERIALS WHICH ACCORD WITH THE OBJECTS OF THE CHARITY THROUGH AND BY SUCH MEANS AS MAY BE APPROPRIATE FROM TIME TO TIME7)TO PURSUE SUCH OTHER MEANS TO ACHIEVE THE OBJECTS OF THE CHARITY AS MAY BSE APPROPRIATE FROM TIME TO TIME

Area of benefit: UNDEFINED IN PRACTICE NATIONAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · website · Get email alerts

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Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Trustee conflicts of interest policy and procedures

Trustees · trustee networks

• Alkesh Shah
• Dr YALLY AVRAHAMPOUR PhD
• Francis Edward Curtiss · trustee of 3 other charities
• Gary William Yeaman
• Helen Roberts · trustee of 2 other charities
• JANE MARGARET MARSHALL LL.B
• JEFFREY HIGHFIELD · trustee of 2 other charities
• MILES GRANT LORE BAHonsFPMI

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending