Source: https://tendernation.io/opportunities/01a13bed-a037-70ca-a90a-b16e7fd522f1/independent-strategy-adviser-berkshire-pension-fund

closed GB open procedure Suitable for SMEs

# Independent Strategy Adviser - Berkshire Pension Fund

[The Royal Borough of Windsor & Maidenhead](https://tendernation.io/buyers/the-royal-borough-of-windsor-maidenhead)

Estimated value

£18,000

Published

26 Nov 2015

Deadline

Closed

7 Dec 2015

## Who can bid

- Buyer says suitable for SMEs

    The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid.
- Small contract value

    Valued under £135,018 including VAT, the lowest Procurement Act threshold for goods and services.
- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

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## About this tender

The Royal Borough of Windsor & Maidenhead, the administering authority for The Royal County of Berkshire Pension Fund (a constituent fund of the Local Government Pension Scheme), wishes to appoint an Independent Strategy Adviser to the Investment Working Group (a sub-group of the Berkshire Pension Fund Panel).

The Investment Working Group has regular quarterly meetings which the adviser is expected to attend. In addition there may be ad-hoc meetings of the Group which the adviser may be requested to attend.

The adviser is expected to, inter alia:

â&#128;¢ Present a market report at each regular meeting of the Investment Working Group

â&#128;¢ Recommend changes to asset allocation as appropriate

â&#128;¢ Assist Officers in reviewing asset allocation

â&#128;¢ Assist Officers in reviewing new investment products

â&#128;¢ Assist Officers in reviewing the performance of the Fund and individual managers.

The (services) contract is offered on an initial term of 12 months (to 31 December 2016) extendable at the Councilâ&#128;&#153;s option for additional 12 month periods.

Applications consisting of a CV and covering letter should be sent to Nick Greenwood, Pension Fund Manager (email:) by 5p.m. on Monday 7th December 2016. Applicants should also indicate the fee they are prepared to accept.

## CPV classification

Pension services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/0b2e677d-adc9-11e6-9901-0019b9f3037b)

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