Tender

Independent Advisor to the London Borough of Waltham Forest Pension Fund

LONDON BOROUGH OF WALTHAM FOREST

This public procurement record has 1 release in its history.

Tender

05 Feb 2025 at 15:32

Tender Notice
Summary of the contracting process

The London Borough of Waltham Forest is seeking an Independent Advisor for its Pension Fund, with the process currently in the tender stage. This contract, titled "Independent Advisor to the London Borough of Waltham Forest Pension Fund," falls under the industry category of Insurance and Pension Services (CPV: 66500000). The tender is an open procedure below the threshold, with a submission deadline of 19 February 2025 at 17:00 GMT. The chosen provider will begin on 1 March 2025, with the contract lasting three years and an optional extension of up to three more years. The total value is £79,500, and the contract is open to SMEs but not to VCSEs. Services are to be delivered in the United Kingdom.

This tender offers a significant opportunity for businesses specialising in pension fund advisory services to establish a long-term engagement with a reputable borough council. The open procedure allows equal competition and transparency, making it ideal for SMEs looking to expand their portfolio and enhance their market presence. Companies with experience in insurance and pension services and the capacity to provide expert guidance to public sector pension funds will be particularly well-suited to compete in this process.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Start Free Trial Book a Demo
All Features Pricing

Notice Information

Notice Title

Independent Advisor to the London Borough of Waltham Forest Pension Fund

Notice Description

The contract will be for an initial period of three (3) years commencing on 1 March 2025, with an optional extension period of up to 3 further years. The appointment will take the form of a contractual agreement between the appointed provider and the London Borough of Waltham, to supply the services outlined below for the London Borough of Waltham Forest Pension Fund, in accordance with the terms agreed in the contract.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-05da5682-620d-4910-a540-a2372add41a6
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/ef855350-351d-4bf3-984e-2cf0898a4ab5
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure (below threshold)
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66500000 - Insurance and pension services

Notice Value(s)

Tender Value
£79,500 Under £100K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
5 Feb 20251 years ago
Submission Deadline
19 Feb 2025Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Mar 2025 - 29 Feb 2028 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
LONDON BOROUGH OF WALTHAM FOREST
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
WALTHAMSTOW
Postcode
E17 4JF
Post Town
East London
Country
England
Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI5 Outer London - East and North East
Small Region (ITL 3)
TLI53 Redbridge and Waltham Forest
Delivery Location
Not specified
Local Authority
Waltham Forest
Electoral Ward
Chapel End
Westminster Constituency
Walthamstow

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-05da5682-620d-4910-a540-a2372add41a6-2025-02-05T15:32:12Z",
    "date": "2025-02-05T15:32:12Z",
    "ocid": "ocds-b5fd17-05da5682-620d-4910-a540-a2372add41a6",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "LBOWF001-DN762220-90377252",
        "title": "Independent Advisor to the London Borough of Waltham Forest Pension Fund",
        "description": "The contract will be for an initial period of three (3) years commencing on 1 March 2025, with an optional extension period of up to 3 further years. The appointment will take the form of a contractual agreement between the appointed provider and the London Borough of Waltham, to supply the services outlined below for the London Borough of Waltham Forest Pension Fund, in accordance with the terms agreed in the contract.",
        "datePublished": "2025-02-05T15:32:12Z",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66500000",
            "description": "Insurance and pension services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 79500,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure (below threshold)",
        "tenderPeriod": {
            "endDate": "2025-02-19T17:00:00Z"
        },
        "contractPeriod": {
            "startDate": "2025-03-01T00:00:00Z",
            "endDate": "2028-02-29T23:59:59Z"
        },
        "suitability": {
            "sme": true,
            "vcse": false
        },
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "1",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/ef855350-351d-4bf3-984e-2cf0898a4ab5",
                "datePublished": "2025-02-05T15:32:12Z",
                "format": "text/html",
                "language": "en"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-CFS-102547",
            "name": "London Borough of Waltham Forest",
            "identifier": {
                "legalName": "London Borough of Waltham Forest"
            },
            "address": {
                "streetAddress": "Room 100, Waltham Forest Town Hall, Forest Road",
                "locality": "Walthamstow",
                "postalCode": "E17 4JF",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Debbie Drew",
                "email": "debbie.drew01@walthamforest.gov.uk"
            },
            "details": {
                "url": "https://procontract.due-north.com/register"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-CFS-102547",
        "name": "London Borough of Waltham Forest"
    }
}