THE PENSIONS ARCHIVE TRUST

Charity number: 1122633
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £30,240
Total expenditure: £32,504

People

7 Trustee(s)

6 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 05 February 2008: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
05537793 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Helen Roberts Trustee 17 April 2025
DUNTON'S ALMSHOUSES
Received: On time
Gary William Yeaman Trustee 29 November 2023
None on record
Alkesh Shah Trustee 18 July 2023
None on record
MILES GRANT LORE BAHonsFPMI Trustee 17 March 2020
None on record
JEFFREY HIGHFIELD Trustee 20 March 2018
BRENNER HIGHFIELD CHARITABLE TRUST
Received: On time
EALING BOOK FESTIVAL
Received: On time
JANE MARGARET MARSHALL LL.B Trustee 21 January 2015
None on record
Dr YALLY AVRAHAMPOUR PhD Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £10.20k £8.38k £7.22k £11.25k £30.24k
Total expenditure £13.11k £7.09k £9.38k £11.95k £32.50k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 August 2024 04 November 2024 On Time
Accounts and TAR 31 August 2024 04 November 2024 On Time Download Open in new window
Annual return 31 August 2023 30 November 2023 On Time
Accounts and TAR 31 August 2023 Not Required
Annual return 31 August 2022 30 November 2022 On Time
Accounts and TAR 31 August 2022 Not Required
Annual return 31 August 2021 08 February 2022 On Time
Accounts and TAR 31 August 2021 Not Required
Annual return 31 August 2020 20 April 2021 On Time
Accounts and TAR 31 August 2020 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES (INCORPORATED) 16 AUGUST 2005 as amended on 19 Jan 2022

Charitable 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 ISLANDS 2 TO EDUCATE THOSE INVOLVED IN THE ESTABLISHMENT AND MAINTENANCE OF SUCH SCHEMES 3 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 RESOURCE 4)TO ESTABLISH ONE OR MORE PERMANENT ARCHIVES OR LIBRARIES 5)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 CHARITY 6)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 TIME 7)TO PURSUE SUCH OTHER MEANS TO ACHIEVE THE OBJECTS OF THE CHARITY AS MAY BSE APPROPRIATE FROM TIME TO TIME

Area of benefit

The area the charity can operate in, as set out in its governing document.

UNDEFINED IN PRACTICE NATIONAL

Contact information

Address:
22 Beech Way
Wheathampstead
ST. ALBANS
AL4 8LY
Phone:
07891789433
Email:
ask.lma@cityoflondon.gov.uk
Website:

www.pensionsarchive.org.uk Open in new window