Notice Information
Notice Title
Fiduciary Management Services for UoB Pension & Assurance Scheme
Notice Description
The Trustee of the University of Bristol Pension and Assurance Scheme has decided to review the provider who manages the assets of the Scheme on a fiduciary basis. The scheme has assets of approximately 240 000 000 GBP. The appointed organisation will provide a full fiduciary management service to the Trustee of the University of Bristol Pension and Assurance Scheme (UBPAS), together with the necessary support in respect of the delivery of the investments, and operational aspects of investments, of the scheme. The appointed organisation will decide on, oversee, execute or advise on the some or all of the following: - Strategic Asset Allocation, - Tactical Asset Allocation, - Hedging Strategy Implementation, - Manager selection, - Asset class selection, - Portfolio Construction, - Managing scheme liquidity, - Fund reporting, - Trustee Education, - Portfolio Implementation, - Strategic Objectives, - Risk Budget, - Constraints, - Hedging Strategy Design. Additional information: Initial contract is 5 years with option to extend for a further 4 years in 2 year increments (5+2+2). 108 months if full term. Contract will be retendered prior to expiry date as service will continue to be required.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-b5fd17-af1f9bcb-4c7e-4f82-83b0-bbf684cf0da6
- Publication Source
- Contracts Finder
- Latest Notice
- https://www.contractsfinder.service.gov.uk/Notice/f1ecebce-f178-4826-b445-441f8e8d0fbe
- Current Stage
- Award
- All Stages
- Award
Procurement Classification
- Notice Type
- Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Selective
- Procurement Method Details
- Competitive procedure with negotiation (above threshold)
- Tender Suitability
- Not specified
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66131100 - Pension investment services
Notice Value(s)
- Tender Value
- £13,500,000 £10M-£100M
- Lots Value
- Not specified
- Awards Value
- £13,500,000 £10M-£100M
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 11 Jul 20257 months ago
- Submission Deadline
- 27 Aug 2024Expired
- Future Notice Date
- Not specified
- Award Date
- 30 May 20258 months ago
- Contract Period
- 6 Jul 2025 - 6 Jul 2030 Over 5 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Not Specified
- Awards Status
- Active
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- UNIVERSITY OF BRISTOL
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- BRISTOL
- Postcode
- BS1 5DS
- Post Town
- Bristol
- Country
- England
-
- Major Region (ITL 1)
- TLK South West (England)
- Basic Region (ITL 2)
- TLK5 West of England
- Small Region (ITL 3)
- TLK51 Bristol, City of
- Delivery Location
- TLK South West (England)
-
- Local Authority
- Bristol, City of
- Electoral Ward
- Central
- Westminster Constituency
- Bristol Central
Further Information
Notice Documents
-
https://www.contractsfinder.service.gov.uk/Notice/f1ecebce-f178-4826-b445-441f8e8d0fbe
11th July 2025 - Awarded contract notice on Contracts Finder
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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.
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