Notice Information
Notice Title
Provision of Fiduciary Management services to Aberystwyth University Pension Scheme
Notice Description
To provide a FM service to Aberystwyth University Pension Scheme ("the Scheme") together with the necessary investment consultancy advice for the Defined Benefit section of the Plan only to allow the Trustee to set the strategic investment objectives for the Fund and help consideration of the development of a de-risking plan.
Lot Information
Lot 1
Fulfilling these roles will involve the appointed FM taking instructions from the Trustee Board as well as other persons notified to the FM from time to time. Whilst this is proceeding through the University's procurement process the appointment will be a decision for trustees and all obligations and duties of the FM manager are owed to the trustees. The trustees shall have to satisfy themselves that their legal obligations as trustees in relation to investment advice and management are being fulfilled. It shall be the Pension Scheme and not the University that is entering into the contractual obligations.
Renewal: 2 years + 2 years + 1 year subject to satisfactory performance
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-kuma6s-137239
- Publication Source
- Sell2Wales
- Latest Notice
- https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=137239
- Current Stage
- Award
- All Stages
- Tender, Award
Procurement Classification
- Notice Type
- OJEU - F3 - Contract Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- Not specified
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66131100 - Pension investment services
66141000 - Pension fund management services
66520000 - Pension services
66523000 - Pension fund consultancy services
Notice Value(s)
- Tender Value
- £1,500,000 £1M-£10M
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- £1,500,000 £1M-£10M
Notice Dates
- Publication Date
- 24 Oct 20241 years ago
- Submission Deadline
- 31 Jan 2024Expired
- Future Notice Date
- Not specified
- Award Date
- 11 Apr 20241 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Complete
- Awards Status
- Not Specified
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- ABERYSTWYTH UNIVERSITY
- Contact Name
- Lee Pereira, Patrick Daniel
- Contact Email
- lep27@aber.ac.uk, pad47@aber.ac.uk
- Contact Phone
- +44 1970628716
Buyer Location
- Locality
- ABERYSTWYTH, CEREDIGION
- Postcode
- SY23 3AH
- Post Town
- Shrewsbury
- Country
- Wales
-
- Major Region (ITL 1)
- TLL Wales
- Basic Region (ITL 2)
- TLL4 Mid and South West Wales
- Small Region (ITL 3)
- TLL41 Mid Wales
- Delivery Location
- TLL1 West Wales and The Valleys
-
- Local Authority
- Ceredigion
- Electoral Ward
- Aberystwyth Morfa a Glais
- Westminster Constituency
- Ceredigion Preseli
Further Information
Notice Documents
-
https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=DEC460285
Provision of Fiduciary Management services to Aberystwyth University Pension Scheme - To provide a FM service to Aberystwyth University Pension Scheme ("the Scheme") together with the necessary investment consultancy advice for the Defined Benefit section of the Plan only to allow the Trustee to set the strategic investment objectives for the Fund and help consideration of the development of a de-risking plan. -
https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=OCT493614
Provision of Fiduciary Management services to Aberystwyth University Pension Scheme - To provide a FM service to Aberystwyth University Pension Scheme ("the Scheme") together with the necessary investment consultancy advice for the Defined Benefit section of the Plan only to allow the Trustee to set the strategic investment objectives for the Fund and help consideration of the development of a de-risking plan.
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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