Jurisdiction(s):
United Kingdom

Key definition

Preservation definition

What does Preservation mean? In pensions practice, preservation refers to statutory rules that protect a member’s accrued pension rights when they leave service before retirement, so those rights are kept (deferred) rather than forfeited. In England & Wales and Scotland, preservation is set mainly by the Pension Schemes Act 1993 and the Occupational Pension Schemes (Preservation of Benefit) Regulations 1991; Northern Ireland has parallel provisions in its 1993 Act and Regulations; Ireland’s regime is under the Pensions Act 1990. Key features include: a vesting/qualifying service period (typically two years) after which the member becomes entitled to preserved benefits; provision of at least short service benefit,...

Litigation hold/document preservation notice precedent for Business and Property Courts disclosure (CPR PD 57AD, England and Wales)

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Precedents

This template serves as a provisional ‘litigation hold’ or ‘document retention’ communication, intended for issue by a party (or would‑be party) to proceedings in the Business and Property Courts, where the Disclosure Scheme applies under CPR PD 57AD, para 4.2 and CPR PD 57AD, para 4.3.

[ Insert name and address of recipient ] [ Insert date ]

PRIVATE, CONFIDENTIAL AND PRIVILEGED

Dear [ insert recipient ]

Document Preservation notice—[ insert subject matter ]

We contact you in relation to [ your current employment OR your previous employment OR your current professional relationship OR your previous professional relationship ] with [ insert name of the Company OR name of actual or prospective party to the proceedings ]. [ The Company OR name of actual or prospective party to the proceedings ] [ has recently OR is likely to ] be involved in legal proceedings (‘the proceedings’). To comply with...

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Web page updated on 22/05/2026

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