---
title: "Pension Tax Consultancy"
ocid: "ocds-b5fd17-62538824-33ed-4612-9b27-35f02a186bea"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-62538824-33ed-4612-9b27-35f02a186bea"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-62538824-33ed-4612-9b27-35f02a186bea.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-62538824-33ed-4612-9b27-35f02a186bea.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "UNIVERSITY OF DERBY"
published: "2019-12-17"
---

# Pension Tax Consultancy

Buyer: UNIVERSITY OF DERBY  
Current stage: Award  
OCID: ocds-b5fd17-62538824-33ed-4612-9b27-35f02a186bea

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-62538824-33ed-4612-9b27-35f02a186bea)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-62538824-33ed-4612-9b27-35f02a186bea.json)

## Summary

The University of Derby is seeking a specialist consultant for a project titled "Pension Tax Consultancy" to provide advice on pension tax options available to key employees. This procurement process has been completed and was classified under the industry category of pension services. The contract, valued at £38,000, was awarded on 14 November 2019, with the contract period commencing on 1 December 2019 and concluding on 30 November 2023. The tender process employed was a limited procurement through competitive quotations, and it was initially set to close on 25 September 2019.

This contract presents an excellent opportunity for businesses specialising in pension consultancy services to engage with a prominent educational institution. Small and medium-sized enterprises (SMEs) that can offer tailored advice on pension tax and its implications would be particularly well-suited to compete for similar future tenders. By providing comprehensive and insightful consultancy, firms can establish long-term relationships with public sector organisations, fostering business growth and expanding their marketplace presence.

## Notice

A specialist consultant is required to provide Pensions Tax advice to explain the options available to key employees in relation to Pension tax, lifetime and annual limits

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/bda0281f-6b49-4dd6-9b54-b32911e3d5dd |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Limited |
| Procurement method details | Competitive quotation (below threshold) |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 17 Dec 2019 |
| Submission deadline | 25 Sep 2019 |
| Future notice date | Not specified |
| Award date | 14 Nov 2019 |
| Contract period | 1 Dec 2019 - 30 Nov 2023 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £38,000 |
| Lots value | Not specified |
| Awards value | £38,000 |
| 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 | UNIVERSITY OF DERBY |
| Locality | DERBY |
| Post town | Derby |
| Postcode | DE22 1GB |
| Country | England |
| ITL 1 | TLF East Midlands (England) |
| ITL 2 | TLF1 Derbyshire and Nottinghamshire |
| ITL 3 | TLF11 Derby |
| Local authority | Derby |
| Electoral ward | Allestree |
| Westminster constituency | Mid Derbyshire |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MERCER |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66520000 - Pension services

## Release History

- 17 Dec 2019 at 07:38 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/bda0281f-6b49-4dd6-9b54-b32911e3d5dd

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/bda0281f-6b49-4dd6-9b54-b32911e3d5dd
  17th December 2019 - 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-b5fd17-62538824-33ed-4612-9b27-35f02a186bea. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-62538824-33ed-4612-9b27-35f02a186bea.json.