Source: https://tendernation.io/opportunities/01a13cf3-0cb8-7279-94db-7d0a76228d3f/independent-investment-advisor-for-the-staffordshire-pension-fund

awarded GB open procedure Suitable for SMEs

# Independent Investment Advisor for the Staffordshire Pension Fund

[Staffordshire County Council](https://tendernation.io/buyers/staffordshire-county-council)

Estimated value

£175,000

Published

12 Feb 2024

Deadline

Closed

11 Mar 2024

## Who can bid

- Buyer says suitable for SMEs

    The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid.
- Buyer says suitable for VCSEs

    The buyer ticked “suitable for voluntary, community and social enterprises” on the notice.
- Open procedure

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

[More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses)

## About this tender

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 Â£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:

â&#128;¢ To attend quarterly in person meetings of the Pensions Panel;

â&#128;¢ To attend ad-hoc investment strategy, implementation and manager monitoring meetings with Officers and the appointed Investment Consultant;

â&#128;¢ To provide ad-hoc advice and attend any other meetings as may be required from time to time.

## CPV classification

Pension investment services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/cb7353a6-c2ea-4154-98a7-e29e7a20d3f8)

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