Tender

Independent Pension Trustee

COMMONWEALTH WAR GRAVES COMMISSION

This public procurement record has 1 release in its history.

Tender

02 Sep 2021 at 15:20

Tender Notice
Summary of the contracting process

The Commonwealth War Graves Commission (CWGC) is currently offering a tender for the position of Independent Pension Trustee, aimed at enhancing their governance of the Commonwealth War Graves Commission Superannuation Scheme. This open procurement process is classified under pension services and is set to close on 5th October 2021. The contract period will commence on 1st December 2021 and will extend until 30th November 2024. Interested candidates must utilize the CWGC e-Procurement portal for submission, with full registration required prior to participation.

This tender presents a significant opportunity for businesses with expertise in fiduciary investment and pension management to expand their reach within the public sector. Suitable candidates include seasoned investment professionals, particularly those proficient in defined benefit investment strategies. Small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs) are encouraged to compete, as CWGC is actively seeking expertise that could fortify the Trustee board's capabilities in investment oversight and strategy formulation.

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 Pension Trustee

Notice Description

This tender is being carried out by the Commonwealth War Graves Commission (CWGC) as the Sponsor and Principal Employer of the Commonwealth War Graves Commission Superannuation Scheme ("the Scheme"). Until a recent retirement, the Scheme had a Professional Independent Trustee appointed and CWGC is now seeking a replacement from candidates with relevant experience. Through this appointment, CWGC is particularly keen to add expertise and experience in defined benefit investment (e.g., strategy, journey planning, liability hedging techniques) to the Trustee board to ensure an appropriate strategy is developed in consultation with the sponsor as well as being in a stronger position to understand, challenge and hold accountable the scheme's investment advisers and fund managers. CWGC are therefore be keen to receive bids from candidates with particular expertise and experience in investment matters to help address this need. Additional information: This tender will be managed using the CWGC e-Procurement portal - https://in-tendhost.co.uk/cwgc/aspx/Home. To participate in this tender, or any future tenders issued by the CWGC, you must first register with the portal. Guidance on how to register and how to bid can be found here: https://in-tendhost.co.uk/cwgc/aspx/BuyerProfiles When registering, please complete as much of the information as possible. All correspondence relating to this tender must ONLY be submitted via the portal. IMPORTANT NOTE: When entering a contact email address for both the Primary and Additional Users on the portal, you are advised to add a GENERIC address which can be readily accessed by more than one person i.e. "tenders@xyz.com", rather than a personal address such as "R.Kipling@xyz.com". This way you will still be able to access any communications sent by us via the portal if an individual in unavailable

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-ef585643-5fbf-4efb-b495-6a4a1cfd1def
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/fac8e6a3-c671-408c-9097-8044d784671a
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, VCSE
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66520000 - Pension services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
2 Sep 20214 years ago
Submission Deadline
5 Oct 2021Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Dec 2021 - 30 Nov 2024 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
COMMONWEALTH WAR GRAVES COMMISSION
Contact Name
Peter Lloyd
Contact Email
peter.lloyd@cwgc.org
Contact Phone
01628 507236

Buyer Location

Locality
MAIDENHEAD
Postcode
SL6 7DX
Post Town
Slough
Country
England
Major Region (ITL 1)
TLJ South East (England)
Basic Region (ITL 2)
TLJ1 Berkshire, Buckinghamshire and Oxfordshire
Small Region (ITL 3)
TLJ15 Berkshire East
Delivery Location
Not specified
Local Authority
Windsor and Maidenhead
Electoral Ward
St Mary's
Westminster Constituency
Maidenhead

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-ef585643-5fbf-4efb-b495-6a4a1cfd1def-2021-09-02T16:20:42+01:00",
    "date": "2021-09-02T16:20:42+01:00",
    "ocid": "ocds-b5fd17-ef585643-5fbf-4efb-b495-6a4a1cfd1def",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "FIN02",
        "title": "Independent Pension Trustee",
        "description": "This tender is being carried out by the Commonwealth War Graves Commission (CWGC) as the Sponsor and Principal Employer of the Commonwealth War Graves Commission Superannuation Scheme (\"the Scheme\"). Until a recent retirement, the Scheme had a Professional Independent Trustee appointed and CWGC is now seeking a replacement from candidates with relevant experience. Through this appointment, CWGC is particularly keen to add expertise and experience in defined benefit investment (e.g., strategy, journey planning, liability hedging techniques) to the Trustee board to ensure an appropriate strategy is developed in consultation with the sponsor as well as being in a stronger position to understand, challenge and hold accountable the scheme's investment advisers and fund managers. CWGC are therefore be keen to receive bids from candidates with particular expertise and experience in investment matters to help address this need. Additional information: This tender will be managed using the CWGC e-Procurement portal - https://in-tendhost.co.uk/cwgc/aspx/Home. To participate in this tender, or any future tenders issued by the CWGC, you must first register with the portal. Guidance on how to register and how to bid can be found here: https://in-tendhost.co.uk/cwgc/aspx/BuyerProfiles When registering, please complete as much of the information as possible. All correspondence relating to this tender must ONLY be submitted via the portal. IMPORTANT NOTE: When entering a contact email address for both the Primary and Additional Users on the portal, you are advised to add a GENERIC address which can be readily accessed by more than one person i.e. \"tenders@xyz.com\", rather than a personal address such as \"R.Kipling@xyz.com\". This way you will still be able to access any communications sent by us via the portal if an individual in unavailable",
        "datePublished": "2021-09-02T16:20:42+01:00",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66520000",
            "description": "Pension services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "postalCode": "SL6 7DX"
                    }
                ]
            }
        ],
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure (below threshold)",
        "tenderPeriod": {
            "endDate": "2021-10-05T12:00:00+01:00"
        },
        "contractPeriod": {
            "startDate": "2021-12-01T00:00:00Z",
            "endDate": "2024-11-30T23:59:59Z"
        },
        "suitability": {
            "sme": true,
            "vcse": true
        },
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "1",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/fac8e6a3-c671-408c-9097-8044d784671a",
                "datePublished": "2021-09-02T16:20:42+01:00",
                "format": "text/html",
                "language": "en"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/8Mhk6T5B",
            "name": "COMMONWEALTH WAR GRAVES COMMISSION",
            "identifier": {
                "legalName": "COMMONWEALTH WAR GRAVES COMMISSION",
                "scheme": "GB-SRS",
                "id": "sid4gov.cabinetoffice.gov.uk/8Mhk6T5B"
            },
            "address": {
                "streetAddress": "2 Marlow Road",
                "locality": "MAIDENHEAD",
                "postalCode": "SL67DX",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Peter Lloyd",
                "email": "peter.lloyd@cwgc.org",
                "telephone": "01628 507236"
            },
            "details": {
                "url": "http://www.cwgc.org"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/8Mhk6T5B",
        "name": "COMMONWEALTH WAR GRAVES COMMISSION"
    }
}