Award

Pension Fund: Investment Consultancy

ISLE OF WIGHT COUNCIL

This public procurement record has 3 releases in its history.

Award

29 Jan 2026 at 17:14

Award

04 Jul 2025 at 14:34

Award

04 Jul 2025 at 14:24

Summary of the contracting process

The Isle of Wight Council has concluded a public procurement process for the "Pension Fund: Investment Consultancy" contract in the services industry category. The procurement pertains to the investment consultancy services for the Isle of Wight Pension Fund, located in Newport, United Kingdom. This contract, managed under a direct award method, is designed as a short-term 12-month consultancy to bridge services until a full tender process is feasible. Significant considerations include the government’s proposed changes, necessitating the continuation of services without disruption. The contract, valued at £250,000 and set between 18 July 2025 and 17 July 2026, was signed on 17 July 2025 and awarded to Hymans Robertson LLP, indicating completion and an active status with this supplier.

This tender offers substantial opportunities for firms specializing in pension fund management services. The direct award underscores a critical need for continuity and expertise, which favours businesses already adept with the specific requirements of pension fund consultancy. Companies like Hymans Robertson LLP, which have maintained a significant depth of knowledge in dealing with governmental and sub-central public authority contracts, are well-positioned to leverage this contract for business growth. Businesses proficient in navigating the complexities of public sector procurement and possessing existing capabilities in managing similar consultancy contracts will find competitive advantages in fulfilling such contractual requirements.

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Notice Title

Pension Fund: Investment Consultancy

Notice Description

Short term 12-month investment consultancy contract, based on the terms of the existing contract to allow continuation of services until a full formal tender process can be run and the outcome of the Government's Fit For Future consultation is known including the implications on the Fund's investment advice going forward.

Procurement Information

The Authority has a contract with Hymans Robertson for the provision of Investment Consultancy Services since 10 July 2018 that is expiring on 9 July 2025 let via LGPS Investment Management Consultancy Services Framework . The average annual spend over this period was PS250833.00 (Ex VAT). The Authority intends to direct award a 12 month contract to the current supplier. The Authority is direct awarding to the current supplier as using a different supplier during the middle of the valuation would disrupt continuity and potentially increase costs due to duplication of existing work that has already started, therefore this is the only supplier that can continue with this. The significant changes being proposed by the Government, which need to be implemented by March 2026, do not allow time for a new suppler to gain sufficient depth of knowledge and/or understanding about the Isle of Wight Pension Fund. The Government's proposed timetables for introducing change, with in-principle decisions to be made by September 2025 by the Fund, regarding the Fund's partner investment pool company, also do not allow time to on-board any new supplier and ensure continuity of services.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-05595b
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/008237-2026
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
UK7 - Contract Details Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Direct
Procurement Method Details
Direct award
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66141000 - Pension fund management services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
£250,000 £100K-£500K
Contracts Value
£250,000 £100K-£500K

Notice Dates

Publication Date
29 Jan 20263 weeks ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
3 Jul 20257 months ago
Contract Period
17 Jul 2025 - 17 Jul 2026 6-12 months
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Active
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
ISLE OF WIGHT COUNCIL
Contact Name
Vanessa Squibb
Contact Email
procurement@iow.gov.uk
Contact Phone
019683821000

Buyer Location

Locality
NEWPORT
Postcode
PO30 1UD
Post Town
Portsmouth
Country
England

Major Region (ITL 1)
TLJ South East (England)
Basic Region (ITL 2)
TLJ3 Hampshire and Isle of Wight
Small Region (ITL 3)
TLJ34 Isle of Wight
Delivery Location
Not specified

Local Authority
Isle of Wight
Electoral Ward
Newport Central
Westminster Constituency
Isle of Wight West

Supplier Information

Number of Suppliers
1
Supplier Name

HYMANS ROBERTSON

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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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