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Charitable funds Investment advice

Royal Berkshire NHS Foundation Trust

This public procurement record has 1 release in its history.

Planning

31 Mar 2026 at 10:58

UK3 - Planned Procurement Notice
Summary of the contracting process

The Royal Berkshire NHS Foundation Trust is inviting bids for a contract focused on charitable funds investment advice, a process currently in the planning stage with an open procedure procurement method. The trust seeks a provider to identify suitable investment options for its significant charity funds. The procurement process is categorised under banking and investment services, with submissions to be made electronically via the Atamis Portal. Located in Reading, within the United Kingdom, the respective period for tender submissions concludes on 8th June 2026, followed by the award period ending on 17th July 2026. The contract is scheduled to run from 1st August 2026 to 31st July 2030. Interested parties are advised to note the planned communication regarding future notices on 7th May 2026.

This tender offers an excellent opportunity for firms with expertise in providing investment advice within the charitable sector, particularly those with a focus on ethical investments suited to healthcare charities. Businesses with a proven track record in these areas are well-positioned to compete, with possibilities for growth stemming from the significant funds managed by the Royal Berkshire Charity. The open procedure allows for broader participation and could facilitate the development of long-term partnerships with a public authority in central government, enhancing reputation and expanding service offerings within the healthcare and charity investment advisory domains.

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Notice Information

Notice Title

Charitable funds Investment advice

Notice Description

The Royal Berkshire Charity maintains significance funds and is looking to invest these for the benefit of the charity. The charity is seeking a provider who will be able to provide advice on suitable investment opportunities for it's funds. Potential bidders will be required to have a proven track record of Charitable funds investment advice and a documented policy of ethical investments appropriate to the charitable and healthcare sectors. Bidders will be expected to be able demonstrate this as part of the selection process.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-0678ba
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/029504-2026
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK3 - Planned Procurement Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66100000 - Banking and investment services

Notice Value(s)

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

Notice Dates

Publication Date
31 Mar 20266 months ago
Submission Deadline
Not specified
Future Notice Date
7 May 2026Expired
Award Date
Not specified
Contract Period
1 Aug 2026 - 31 Jul 2030 4-5 years
Recurrence
2030-05-01

Notice Status

Tender Status
Planned
Lots Status
Planned
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
Royal Berkshire NHS Foundation Trust
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
READING
Postcode
RG1 5AN
Postcode Area
Reading
Country
England
Major Region (ITL 1)
TLJ South East (England)
Basic Region (ITL 2)
TLJ1 Berkshire, Buckinghamshire and Oxfordshire
Small Region (ITL 3)
TLJ16 Berkshire West
Delivery Location
Not specified
Local Authority
Reading
Electoral Ward
Redlands
Westminster Constituency
Reading Central

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

JSON Markdown

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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