---
title: "SYPA - Appointment of Independent Financial Adviser"
ocid: "ocds-b5fd17-2525f674-8037-4f2e-8a5d-115758659636"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-2525f674-8037-4f2e-8a5d-115758659636"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-2525f674-8037-4f2e-8a5d-115758659636.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-2525f674-8037-4f2e-8a5d-115758659636.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "SOUTH YORKSHIRE PENSIONS AUTHORITY"
published: "2024-09-02"
---

# SYPA - Appointment of Independent Financial Adviser

Buyer: SOUTH YORKSHIRE PENSIONS AUTHORITY  
Current stage: Tender  
OCID: ocds-b5fd17-2525f674-8037-4f2e-8a5d-115758659636

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-2525f674-8037-4f2e-8a5d-115758659636)  
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## Summary

South Yorkshire Pensions Authority (SYPA) is seeking to appoint an independent financial adviser for their £11bn+ South Yorkshire Pension Fund, part of the Local Government Pension Scheme. This procurement process falls under the category of Financial and Insurance Services, specifically pension investment services. The procurement method is an open procedure, with the tender period ending on 23rd September 2024. The contract is set to commence on 2nd December 2024 and will run until 1st December 2027. Locations applicable for delivery include the United Kingdom and several international regions. The procurement process is currently in the tender stage.

This tender presents significant opportunities for businesses, particularly Small and Medium-sized Enterprises (SMEs) specialising in investment advisory services and financial consultancy. The contract's value, ranging from £84,000 to £280,000, offers substantial growth potential for firms capable of delivering high-quality pension investment advice. Companies with expertise in managing large pension funds and a strong track record in financial stewardship are well-suited to compete for this role with the SYPA.

## Notice

South Yorkshire Pensions Authority is the public body responsible for the stewardship of the PS11bn+ South Yorkshire Pension Fund which is part of the Local Government Pension Scheme. The Authority is now seeking to appoint an independent investment adviser to the Authority to take up the role with effect from December 2024.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/59f28a1d-7a66-4bd5-9710-02fa47f80de8 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 2 Sep 2024 |
| Submission deadline | 23 Sep 2024 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 2 Dec 2024 - 1 Dec 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £280,000 |
| 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 | SOUTH YORKSHIRE PENSIONS AUTHORITY |
| Locality | BARNSLEY, SOUTH YORKSHIRE |
| Post town | Sheffield |
| Postcode | S71 1HG |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE3 South Yorkshire |
| ITL 3 | TLE33 Barnsley |
| Local authority | Barnsley |
| Electoral ward | Central |
| Westminster constituency | Barnsley North |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services
- 66131100 - Pension investment services

## Release History

- 2 Sep 2024 at 09:37 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/59f28a1d-7a66-4bd5-9710-02fa47f80de8

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/59f28a1d-7a66-4bd5-9710-02fa47f80de8
  2nd September 2024 - Opportunity notice on Contracts Finder
- https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=84999&B=SYPA
  Application documentation
- https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/104506
  User / Company

## Notice URLs

- https://www.sypensions.org.uk/

## 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-b5fd17-2525f674-8037-4f2e-8a5d-115758659636. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-2525f674-8037-4f2e-8a5d-115758659636.json.