---
title: "Provision of Pension Bond"
ocid: "ocds-b5fd17-254ab3a5-5ebb-48cb-89b8-b553030e430d"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-254ab3a5-5ebb-48cb-89b8-b553030e430d"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-254ab3a5-5ebb-48cb-89b8-b553030e430d.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-254ab3a5-5ebb-48cb-89b8-b553030e430d.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "HELENA PARTNERSHIPS LIMITED"
published: "2017-09-28"
---

# Provision of Pension Bond

Buyer: HELENA PARTNERSHIPS LIMITED  
Current stage: Award  
OCID: ocds-b5fd17-254ab3a5-5ebb-48cb-89b8-b553030e430d

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## Summary

The procurement process for the provision of a Pension Bond was conducted by Helena Partnerships Limited, a Local Government Pension Scheme (LGPS) Admitted Body based in St Helens, UK. The tender was part of an open procurement process and concluded on 18 September 2017. The contract is valued at £375,000 and covers a period from 1 October 2017 to 31 March 2020. The industry category for this contract falls under corporate finance and venture capital services, specifically addressing a pension deficit with a required bond amount of £20 million.

This tender presents an opportunity for financial services and investment firms experienced in pension management and corporate finance. Businesses that specialise in providing structured finance solutions or managing pension schemes would be particularly well-suited to engage with this contract. The backing of a Local Government Pension Scheme indicates stable long-term engagements, which can be advantageous for companies seeking to expand their portfolios in the public sector. Firms should consider leveraging their expertise in structured finance to seize such opportunities offered through local government contracts.

## Notice

Helena Partnerships ("Helena") is an Admitted Body in the Merseyside Pension Fund ("MPF"). This is a Local Government Pension Scheme(LGPS) and Helena became an Admitted Body on transfer of the housing stock from St Helens Council in July 2002. MPF provides Defined Benefit pensions for its members. The LGPS has been closed to new entrants by Helena. There is currently a deficit in the scheme and the pension administrator is requiring Helena to provide a pension bond of PS20m for a period up to 31 March 2020

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/37622a9c-8473-4aea-b9e4-520bec2063b6 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 28 Sep 2017 |
| Submission deadline | 18 Sep 2017 |
| Future notice date | Not specified |
| Award date | 17 Sep 2017 |
| Contract period | 30 Sep 2017 - 31 Mar 2020 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £375,000 |
| Lots value | Not specified |
| Awards value | £375,000 |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | HELENA PARTNERSHIPS LIMITED |
| Locality | ST HELEN'S |
| Post town | Warrington |
| Postcode | WA9 1LD |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD7 Merseyside |
| ITL 3 | TLD71 East Merseyside |
| Local authority | St. Helens |
| Electoral ward | Peasley Cross & Fingerpost |
| Westminster constituency | St Helens South and Whiston |
| Delivery location | TLD North West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ABBEY NATIONAL TREASURY SERVICES PLC C/O SANTANDER |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66122000 - Corporate finance and venture capital services

## Release History

- 28 Sep 2017 at 09:09 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/37622a9c-8473-4aea-b9e4-520bec2063b6

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/37622a9c-8473-4aea-b9e4-520bec2063b6
  28th September 2017 - Awarded contract notice on Contracts Finder
- https://www.delta-esourcing.com/delta/respondToList.html?noticeId=280172734
  Please follow this link to view the notice.

## 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-b5fd17-254ab3a5-5ebb-48cb-89b8-b553030e430d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-254ab3a5-5ebb-48cb-89b8-b553030e430d.json.