---
title: "Independent Advisor to the London Borough of Waltham Forest Pension Fund"
ocid: "ocds-b5fd17-05da5682-620d-4910-a540-a2372add41a6"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-05da5682-620d-4910-a540-a2372add41a6"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-05da5682-620d-4910-a540-a2372add41a6.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-05da5682-620d-4910-a540-a2372add41a6.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "LONDON BOROUGH OF WALTHAM FOREST"
published: "2025-02-05"
---

# Independent Advisor to the London Borough of Waltham Forest Pension Fund

Buyer: LONDON BOROUGH OF WALTHAM FOREST  
Current stage: Tender  
OCID: ocds-b5fd17-05da5682-620d-4910-a540-a2372add41a6

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## Summary

The London Borough of Waltham Forest is seeking an Independent Advisor for its Pension Fund, with the process currently in the tender stage. This contract, titled "Independent Advisor to the London Borough of Waltham Forest Pension Fund," falls under the industry category of Insurance and Pension Services (CPV: 66500000). The tender is an open procedure below the threshold, with a submission deadline of 19 February 2025 at 17:00 GMT. The chosen provider will begin on 1 March 2025, with the contract lasting three years and an optional extension of up to three more years. The total value is £79,500, and the contract is open to SMEs but not to VCSEs. Services are to be delivered in the United Kingdom.

This tender offers a significant opportunity for businesses specialising in pension fund advisory services to establish a long-term engagement with a reputable borough council. The open procedure allows equal competition and transparency, making it ideal for SMEs looking to expand their portfolio and enhance their market presence. Companies with experience in insurance and pension services and the capacity to provide expert guidance to public sector pension funds will be particularly well-suited to compete in this process.

## Notice

The contract will be for an initial period of three (3) years commencing on 1 March 2025, with an optional extension period of up to 3 further years. The appointment will take the form of a contractual agreement between the appointed provider and the London Borough of Waltham, to supply the services outlined below for the London Borough of Waltham Forest Pension Fund, in accordance with the terms agreed in the contract.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/ef855350-351d-4bf3-984e-2cf0898a4ab5 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 5 Feb 2025 |
| Submission deadline | 19 Feb 2025 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 1 Mar 2025 - 29 Feb 2028 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £79,500 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | LONDON BOROUGH OF WALTHAM FOREST |
| Locality | WALTHAMSTOW |
| Post town | East London |
| Postcode | E17 4JF |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI5 Outer London - East and North East |
| ITL 3 | TLI53 Redbridge and Waltham Forest |
| Local authority | Waltham Forest |
| Electoral ward | Chapel End |
| Westminster constituency | Walthamstow |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66500000 - Insurance and pension services

## Release History

- 5 Feb 2025 at 15:32 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/ef855350-351d-4bf3-984e-2cf0898a4ab5

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/ef855350-351d-4bf3-984e-2cf0898a4ab5
  5th February 2025 - Opportunity notice on Contracts Finder

## Notice URLs

- https://procontract.due-north.com/register

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-05da5682-620d-4910-a540-a2372add41a6. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-05da5682-620d-4910-a540-a2372add41a6.json.