# THE PENSIONS ARCHIVE TRUST

## Details

- **Country:** England & Wales
- **Charity number:** 1122633
- **Status:** Registered
- **Legal form:** Charitable company
- **Registered:** Feb. 5, 2008
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1122633


## Contact

- **Address:** 22 Beech Way, Wheathampstead, ST. ALBANS
- **Postcode:** AL4 8LY
- **Phone:** 07891789433
- **Email:** ask.lma@cityoflondon.gov.uk
- **Website:** www.pensionsarchive.org.uk



## Activities

**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

**Activities:** 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.

**Area of benefit:** UNDEFINED IN PRACTICE NATIONAL




## Classification

- **How:** Provides Advocacy/advice/information
- **What:** Education/training
- **Who:** Other Defined Groups, The General Public/mankind



## Areas of operation

- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| Aug. 31, 2025 | £12489 | £3154 | — | — |
| Aug. 31, 2024 | £30240 | £32504 | — | — |
| Aug. 31, 2023 | £11251 | £11947 | — | — |
| Aug. 31, 2022 | £7217 | £9381 | — | — |
| Aug. 31, 2021 | £8380 | £7092 | — | — |



## Trustees

- Alkesh Shah — appointed July 18, 2023
- Dr YALLY AVRAHAMPOUR PhD
- Gary William Yeaman — appointed Nov. 29, 2023
- Helen Roberts — appointed April 17, 2025
- JANE MARGARET MARSHALL LL.B — appointed Jan. 21, 2015
- JEFFREY HIGHFIELD — appointed March 20, 2018
- MILES GRANT LORE BAHonsFPMI — appointed March 17, 2020