---
title: "WCC - Independent Financial Advisers for the Pension Fund"
ocid: "ocds-b5fd17-38562c47-1f85-468e-874c-1f7bc6f66a97"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-38562c47-1f85-468e-874c-1f7bc6f66a97"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-38562c47-1f85-468e-874c-1f7bc6f66a97.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-38562c47-1f85-468e-874c-1f7bc6f66a97.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "COVENTRY - SOLIHULL - WARWICKSHIRE"
published: "2020-11-19"
---

# WCC - Independent Financial Advisers for the Pension Fund

Buyer: COVENTRY - SOLIHULL - WARWICKSHIRE  
Current stage: Tender  
OCID: ocds-b5fd17-38562c47-1f85-468e-874c-1f7bc6f66a97

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## Summary

Warwickshire County Council is currently conducting a tender process for the procurement of Independent Financial Advisers for the Pension Fund, specifically seeking two advisors under Lot 1 for investment-focused advice and Lot 2 for liability and economics-focused advice. The tender was published on 19 November 2020 and is set to close on 10 December 2020. This is an open procurement process classified under pension fund consultancy services, and the resulting contract will last for two years, starting from 11 January 2021, with the option for extensions of up to 36 months. The procurement will take place in Warwick, West Midlands, United Kingdom.

This tender presents significant opportunities for businesses specialising in financial consultancy, particularly those with expertise in pension funds and investment strategies. Small and medium-sized enterprises (SMEs) can benefit from this contract, as the tender is open to their participation. Companies that offer innovative financial solutions or have a strong background in economic analysis would be well-positioned to compete successfully for this contract and expand their operations within the public sector.

## Notice

Warwickshire County Council (the Council) is seeking two advisors to support the Warwickshire Pension Fund (WPF). Lot 1 - Investment Focused Advisor Lot 2 - Liability and Economics Focused Advisor Additional information: Please go to CSW-Jets (www.csw-jets.co.uk) to register as a Supplier. This will enable you to download the documentation and submit a return. This is a 2 year Contract with the option to extend for further periods of up to 36 months. Is a Recurrent Procurement Type? : No

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/3983989c-6c41-4e21-b7a2-e19503610cc7 |
| 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 | 19 Nov 2020 |
| Submission deadline | 10 Dec 2020 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 11 Jan 2021 - 10 Jan 2023 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| 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 | COVENTRY - SOLIHULL - WARWICKSHIRE |
| Locality | WARWICKSHIRE |
| Post town | Coventry |
| Postcode | CV34 4RL |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG1 Herefordshire, Worcestershire and Warwickshire |
| ITL 3 | TLG13 Warwickshire CC |
| Local authority | Warwick |
| Electoral ward | Warwick Saltisford |
| Westminster constituency | Warwick and Leamington |
| Delivery location | TLG West Midlands (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66523000 - Pension fund consultancy services

## Release History

- 19 Nov 2020 at 15:00 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/3983989c-6c41-4e21-b7a2-e19503610cc7

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/3983989c-6c41-4e21-b7a2-e19503610cc7
  19th November 2020 - Opportunity notice on Contracts Finder
- https://in-tendhost.co.uk/csw-jets/aspx/
  Additional information on how to apply for this contract

## 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-b5fd17-38562c47-1f85-468e-874c-1f7bc6f66a97. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-38562c47-1f85-468e-874c-1f7bc6f66a97.json.