---
title: "Royal London unit trust Management fees for UIF and endowment fund Management fees"
ocid: "ocds-b5fd17-30f75a3c-88f0-46ee-a115-271db8afb382"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-30f75a3c-88f0-46ee-a115-271db8afb382"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-30f75a3c-88f0-46ee-a115-271db8afb382.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-30f75a3c-88f0-46ee-a115-271db8afb382.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "THE UNIVERSITY OF BIRMINGHAM"
published: "2024-10-18"
---

# Royal London unit trust Management fees for UIF and endowment fund Management fees

Buyer: THE UNIVERSITY OF BIRMINGHAM  
Current stage: Award  
OCID: ocds-b5fd17-30f75a3c-88f0-46ee-a115-271db8afb382

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## Summary

The University of Birmingham has completed the procurement process for the management fees of its Royal London unit trusts, including the UIF and endowment funds. This procurement, categorized under financial consultancy services (CPV 66171000), encompasses the delivery of services to Birmingham with a postal code of B15 2TT. The procurement stage is at the award phase, with the contract period starting on 4th August 2024 and ending on 31st July 2025. Key figures in the process include Richard Holmes, the contact point from the University, and Royal London Asset Management, which has been awarded the contract valued at £49,234.23. 

This procurement presents significant growth opportunities, especially for small and medium-sized enterprises (SMEs) specialising in financial consultancy services. Although Royal London Asset Management, a large-scale enterprise, secured the contract, SMEs in the financial sector could leverage similar future opportunities by demonstrating expertise and value in managing unit trust and endowment funds. Geographically, businesses operating within or close to Birmingham may find such tenders particularly advantageous due to reduced logistical challenges. The method employed for this tender was a single contract, indicating a tailored business need that can create specialist niche markets in financial consultancy.

## Notice

Royal London unit trust Management fees for UIF and endowment fund Management fees

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/872aa75f-853f-4e24-88ae-cd578fee6168 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - Single Contract Only |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 18 Oct 2024 |
| Submission deadline | 3 Aug 2024 |
| Future notice date | Not specified |
| Award date | 4 Aug 2024 |
| Contract period | 3 Aug 2024 - 31 Jul 2025 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £49,234 |
| Lots value | Not specified |
| Awards value | £49,234 |
| 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 | THE UNIVERSITY OF BIRMINGHAM |
| Locality | BIRMINGHAM |
| Post town | Birmingham |
| Postcode | B15 2TT |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG3 West Midlands |
| ITL 3 | TLG31 Birmingham |
| Local authority | Birmingham |
| Electoral ward | Edgbaston |
| Westminster constituency | Birmingham Edgbaston |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ROYAL LONDON ASSET MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66171000 - Financial consultancy services

## Release History

- 18 Oct 2024 at 09:20 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/872aa75f-853f-4e24-88ae-cd578fee6168

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/872aa75f-853f-4e24-88ae-cd578fee6168
  18th October 2024 - Awarded contract notice on Contracts Finder

## 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-b5fd17-30f75a3c-88f0-46ee-a115-271db8afb382. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-30f75a3c-88f0-46ee-a115-271db8afb382.json.