Useful Document Storage Information

Listed below are the retention schedules for a range of business records. The categories included are
Admin  ~  Company  ~  Employment  ~  Financial  ~  Health & Safety  ~  Insurance  ~  Legal  ~ Pensions  ~ Sales Records  ~  Transport

 

Archive Retention Schedule

Archive category

Specific archive type Retention period Reason for retention
PENSIONS

All trust deeds and rules
Trustees' minute book
Fund annual accounts and Inland Revenue approvals
Investment records
Actuarial valuation reports
Contribution records
Records of ex-pensioners
Pension scheme
Investment policies
Individual life policies
under ‘Top Hat’ scheme
Group health policies
Group personal accident
policies

Permanently
Permanently
Permanently

Permanently
Permanently
Permanently
6 years after cessation of benefit
12 years after cessation of benefit
Any benefit payable under the scheme
12 years after settlement of claim or final cessation of benefit
12 years after final cessation of benefit
12 years after final cessation of benefit

Legal
Legal
Legal

Legal
Legal
Legal
Legal
Legal
Legal
Legal

Legal
Legal

 

Please note

All material on this website is based on the working practices of
Ardington Archives and is intended for guidance purposes only.
While every reasonable effort has been made to verify the accuracy
of the information provided, no liability can be accepted in respect
of any errors or discrepancies and the content of the website is
not intended to be relied upon for legal purposes.