--- title: "Provision of Investment Services for the Public Trustee" ocid: "ocds-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450.json" source: "Contracts Finder" current_stage: "Award" buyer: "MINISTRY OF JUSTICE" published: "2025-07-29" --- # Provision of Investment Services for the Public Trustee Buyer: MINISTRY OF JUSTICE Current stage: Award OCID: ocds-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450.json) ## Summary The Ministry of Justice has completed the award of a contract titled "Provision of Investment Services for the Public Trustee." The procurement, classified under the industry category of "Banking and investment services" (CPV id: 66100000), involved an open procedure above the threshold. Charles Stanley & Co. Ltd has been selected as the supplier for this contract, which has a value of £50,465 GBP. The contract period is set to commence on 4th October 2025 and is to conclude on 3rd October 2030, with services extended across the United Kingdom, Europe, and other regions. The initial tender process culminated on 24th February 2025, and the current status of the procurement process is complete. This tender presents significant business growth opportunities, particularly for enterprises in the financial and investment sectors—such as SMEs—that specialise in asset management and investment services. With a long-term engagement period, businesses that offer robust investment advice and management under the public law framework are well-positioned to deliver substantial value, thereby enhancing their portfolios. Organisations suited for this tender include those with expertise in managing various asset classes and advising legal holders, making it an ideal opportunity for experts in financial services aiming to expand their public sector projects. ## Notice This notice relates to the award of a contract for the provision of Investment Services to the Public Trustee. The Public Trustee acts as executor or administrator of estates and as the appointed trustee of settlements. In addition, the Public Trustee is the legal holder of land under Part IV of the First Schedule to the Law of Property Act 1925 and Part V of the First Schedule to the Law of Property Act 1925. The Public Trustee holds real and personal property such as stocks and shares ("securities"), cash and land. An estate is where the Public Trustee has been appointed as executor of a deceased person's will or as administrator of an estate of a person who has died without a will. An executor/administrator collects all the deceased's assets and pays all of the debts before distributing what remains to the beneficiaries named in the will or, if there is no will, who is entitled by law to this. Where the Public Trustee has been appointed to act as a trustee, she has a duty to invest the capital held to produce income to use or pay for the benefit of the beneficiaries of the trust. It is a legal responsibility of the Public Trustee as Trustees to obtain professional investment advice when managing the assets. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/25a96bd1-297d-406f-b771-0e463b9ddd38 | | Notice type | Award Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure (above threshold) | | Tender suitability | SME | | Awardee scale | Large | | All stages | Tender, Award | ## Dates | Field | Value | | --- | --- | | Publication date | 29 Jul 2025 | | Submission deadline | 24 Feb 2025 | | Future notice date | Not specified | | Award date | 29 Jun 2025 | | Contract period | 3 Oct 2025 - 3 Oct 2030 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £50,465 | | Lots value | Not specified | | Awards value | £50,465 | | 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 | MINISTRY OF JUSTICE | | Locality | LEEDS | | Post town | Leeds | | Postcode | LS1 4AP | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE4 West Yorkshire | | ITL 3 | TLE42 Leeds | | Local authority | Leeds | | Electoral ward | Hunslet & Riverside | | Westminster constituency | Leeds South | | Delivery location | Not specified | ## Supplier | Field | Value | | --- | --- | | Number of suppliers | 1 | | Supplier names | CHARLES STANLEY | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66100000 - Banking and investment services ## Release History - 29 Jul 2025 at 17:39 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/25a96bd1-297d-406f-b771-0e463b9ddd38 - 23 Jan 2025 at 14:21 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/af683412-4d38-4bf9-98f3-74b9b5611e36 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/25a96bd1-297d-406f-b771-0e463b9ddd38 29th July 2025 - Awarded contract notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/af683412-4d38-4bf9-98f3-74b9b5611e36 23rd January 2025 - Opportunity 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-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450.json.