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Pension Records
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All
trust deeds and rules permanently
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Trustees’
minute book permanently
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Fund
annual accounts and Inland Revenue approvals permanently
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Investment
records permanently
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Actuarial
valuation reports permanently
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Contribution
records permanently
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Records
of ex-pensioners 6 years after cessation of benefit
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Pension
scheme investment policies 12 years after final cessation of any benefit
payable under the policy
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Individual
life polices under "Top
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Hat"
schemes 12 yrs after settlement of claim or Final cessation of benefit
- Group health policies 12 years after final cessation of benefit
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Group
personal accident policies 12 years after final cessation of benefit
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