Independent Investment Advisor for the Staffordshire Pension Fund
key details
| Value | £175,000 |
|---|---|
| Status | complete |
| Category (CPV) | 66131100 |
| Deadline | 11 Mar 2024 |
| Contract start | 1 Apr 2024 |
| Contract end | 31 Mar 2030 |
| Procedure | open |
| SME suitable | Yes |
| OCID | ocds-b5fd17-cb7353a6-c2ea-4154-98a7-e29e7a20d3f8 |
Awards (2)
This procurement was awarded to 2 suppliers. Values shown are per-award; the notice total is £175,000.
| Supplier | Value | Date | Status |
|---|---|---|---|
| Carolan Dobson | £180,000 | 13 Aug 2024 | active |
| John Harrison Investment Consulting Ltd | £175,000 | 13 May 2024 | active |
description
Staffordshire County Council is the Administering Authority for the Staffordshire Pension Fund ('the Fund'). The Fund has a total membership of 119,000, consisting of around 34,000 active members, 42,000 retired pensioners and dependants, and 43,000 deferred members. As of 31 December 2023, the assets of the Fund were in excess of £7.1 billion.
The appointment will take the form of a contractual agreement between the appointed provider and Staffordshire County Council, to supply the services outlined below for the Staffordshire Pension Fund, in accordance with the terms agreed in the contract.
The main duties of the independent Investment Adviser are as follows:
| • | To attend quarterly in person meetings of the Pensions Panel; |
| • | To attend ad-hoc investment strategy, implementation and manager monitoring meetings with Officers and the appointed Investment Consultant; |
| • | To provide ad-hoc advice and attend any other meetings as may be required from time to time. |
notice history
3 notices published against this procurement.
| Published | Type | Regime | Notice |
|---|---|---|---|
| 12 Feb 2024 | Tender (tender) | · | 4d96885c-32d7-401b-a26b-89adaff6e559-722566 |
| 15 May 2024 | Award (award) | · | 876c445e-aec1-478b-8d21-65deb4c44785-751067 |
| 14 Aug 2024 | Award (award) | · | 98a85827-0cc0-4e22-b6d0-cb1f92eb7776-777093 |
more from Staffordshire County Council
- Mixed Delivery Model Appraisal · £73,920 · 3 Jul 2026
- IA2933 Framework Agreement for Furniture · £6,500,000 · 1 Jul 2026
- Management of Commercial Advertising Space on Staffordshire County Council Assets · 30 Jun 2026
- Demolition Works Former Wilkinsons & Shopmobility Unit/ 10-12 Gaolgate St/Residual Works at former Guildhall Shopping Centre, Stafford Town Centre · £893,474 · 24 Jun 2026
- Contract for the provision of an insurance brokering service · 22 Jun 2026
- Contract for the recovery of unpaid s106 contributions · £48,000 · 17 Jun 2026
- Staffordshire Pension Fund Property Conveyancing Services · £400,000 · 1 Jun 2026
- Lifeline, Lone Worker and Out of Hours Call Monitoring Services · £288,168 · 28 May 2026
all contracts from this buyer →
similar contracts awarded
Other awarded contracts in the same category. Useful for seeing who normally wins this kind of work, and at what value.
- Shared Cost Added Voluntary Pensions Contributions Scheme · West Yorkshire Combined Authority · £70,000
- Shared Cost AVCs · Southend-on-sea Borough Council · £43,593
- Additional Voluntary Contribution Scheme · South Tyneside Borough Council
- TEN-2425-042 Co-Design and Provision of a Bulk Deferred Annuity · National Employment Savings Trust (NEST) Corporation
- Shared Cost AVC Scheme · North Somerset Council · £86,400
- Independent Investment Adviser Services · London Borough of Bromley · £210,000
- GMC2199 Actuarial and administration services, investment services and employee advice · General Medical Council (GMC) · £9,225,000
- CPU 8044 Shared Cost Additional Voluntary Contributions (SCAVC) Scheme · NOTTINGHAM CITY COUNCIL · £63,000
source
Published on Contracts Finder. Contact details for named individuals are not reproduced on this site.