---
title: "Investment Adviser Services - DB"
ocid: "ocds-b5fd17-269917fa-da12-422f-9fcf-09db0c08bbad"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-269917fa-da12-422f-9fcf-09db0c08bbad"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-269917fa-da12-422f-9fcf-09db0c08bbad.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-269917fa-da12-422f-9fcf-09db0c08bbad.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "CTM PORTAL FOR THE NDA SHARED SERVICES ALLIANCE"
published: "2019-08-04"
---

# Investment Adviser Services - DB

Buyer: CTM PORTAL FOR THE NDA SHARED SERVICES ALLIANCE  
Current stage: Tender  
OCID: ocds-b5fd17-269917fa-da12-422f-9fcf-09db0c08bbad

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-269917fa-da12-422f-9fcf-09db0c08bbad)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-269917fa-da12-422f-9fcf-09db0c08bbad.json)

## Summary

The CTM Portal for the NDA Shared Services Alliance is conducting an open procurement process for "Investment Adviser Services - DB" related to pension investment services. The tender is active and is open until 5th September 2019. The contract period is expected to commence on 1st October 2019 and end on 30th September 2027. The total value of the contract ranges from £1,000,000 to £2,000,000 and the services will be delivered across various locations, including the United Kingdom and other territories.

This tender presents a significant opportunity for businesses specialising in investment advisory services, particularly those that are small and medium-sized enterprises (SMEs). Companies with expertise in pension investment strategies and a strong portfolio in advisory roles would be well-suited to compete for this contract. Engaging with this procurement process could lead to long-term partnerships and expansion within the public sector, given the contract's extended duration and substantial financial value.

## Notice

The Trustee of the Combined Nuclear Pension Plan requires an Investment Adviser to provide investment advice in relation to the defined benefit arrangements within the Plan

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/a1c65ce6-a282-4872-8e7a-1aca7cf00e53 |
| 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 | 4 Aug 2019 |
| Submission deadline | 5 Sep 2019 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 30 Sep 2019 - 30 Sep 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £2,000,000 |
| 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 | CTM PORTAL FOR THE NDA SHARED SERVICES ALLIANCE |
| Locality | MOOR ROW |
| Post town | Carlisle |
| Postcode | CA24 3HU |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD1 Cumbria |
| ITL 3 | TLD13 Cumberland |
| Local authority | Cumberland |
| Electoral ward | Egremont North and St Bees |
| Westminster constituency | Whitehaven and Workington |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services

## Release History

- 4 Aug 2019 at 11:30 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/a1c65ce6-a282-4872-8e7a-1aca7cf00e53

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/a1c65ce6-a282-4872-8e7a-1aca7cf00e53
  4th August 2019 - Opportunity notice on Contracts Finder
- https://sharedsystems.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=11879&B=SELLAFIELD
  Additional data
- https://sharedsystems.eu-supply.com/ctm/Company/CompanyInformation/Index/3510
  User / Company

## Notice URLs

- https://www.gov.uk/government/case-studies/shared-services-alliance-ssa-for-nuclear-decommissioning-estate

## 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-b5fd17-269917fa-da12-422f-9fcf-09db0c08bbad. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-269917fa-da12-422f-9fcf-09db0c08bbad.json.