---
title: "INDEPENDENT ADVISOR TO MERSEYSIDE PENSION FUND"
ocid: "ocds-b5fd17-8acd606b-0b5c-4a7c-9ed6-7d36c474cfc2"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-8acd606b-0b5c-4a7c-9ed6-7d36c474cfc2"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-8acd606b-0b5c-4a7c-9ed6-7d36c474cfc2.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-8acd606b-0b5c-4a7c-9ed6-7d36c474cfc2.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "WIRRAL BOROUGH COUNCIL"
published: "2020-06-10"
---

# INDEPENDENT ADVISOR TO MERSEYSIDE PENSION FUND

Buyer: WIRRAL BOROUGH COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-8acd606b-0b5c-4a7c-9ed6-7d36c474cfc2

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-8acd606b-0b5c-4a7c-9ed6-7d36c474cfc2)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-8acd606b-0b5c-4a7c-9ed6-7d36c474cfc2.json)

## Summary

The procurement process, initiated by Wirral Borough Council, involves the contract titled "Independent Advisor to Merseyside Pension Fund," which falls under the industry category of financial management consultancy services. The contract is located in the North West region of England, and it has recently been awarded following an open procurement method. The tender period ended on 5th March 2020, with the contract scheduled to commence on 14th June 2020 and running until 31st March 2025. This award notification was formalised on 10th June 2020, with a total contract value of £160,000.

This tender presents significant opportunities for consultancy firms looking to expand their client base, particularly those specialising in financial management and responsible investment strategies. Businesses that possess the requisite expertise in guiding organisations through investment monitoring and portfolio analysis would be ideally suited to compete in similar procurement processes. As the contract spans several years, it allows for sustained engagement and relationship-building with the buying organisation, enhancing growth potential for the selected service providers.

## Notice

THIS IS AN AWARD NOTICE. To provide members of the Investment Monitoring Working Party with an unbiased and independent perspective on investment issues, including Responsible Investment considerations, across the Fund's range of asset classes.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/43cfc9ec-f4fd-4bed-a94a-837d64ebd263 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 10 Jun 2020 |
| Submission deadline | 5 Mar 2020 |
| Future notice date | Not specified |
| Award date | 9 Jun 2020 |
| Contract period | 13 Jun 2020 - 31 Mar 2025 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £160,000 |
| Lots value | Not specified |
| Awards value | £160,000 |
| 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 | WIRRAL BOROUGH COUNCIL |
| Locality | BIRKENHEAD |
| Post town | Chester |
| Postcode | CH41 5AL |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD7 Merseyside |
| ITL 3 | TLD74 Wirral |
| Local authority | Wirral |
| Electoral ward | Birkenhead and Tranmere |
| Westminster constituency | Birkenhead |
| Delivery location | TLD North West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 2 |
| Supplier names | LEXLEA; TATTON CONSULTING SERVICES |

## CPV Codes

### Divisions

- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 79412000 - Financial management consultancy services

## Release History

- 10 Jun 2020 at 10:09 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/43cfc9ec-f4fd-4bed-a94a-837d64ebd263

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/43cfc9ec-f4fd-4bed-a94a-837d64ebd263
  10th June 2020 - Awarded contract notice on Contracts Finder
- https://procontract.due-north.com/Advert?advertId=d5b1df5e-2448-ea11-80ff-005056b64545
  Award

## Notice URLs

- http://www.wirral.gov.uk/

## 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-b5fd17-8acd606b-0b5c-4a7c-9ed6-7d36c474cfc2. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-8acd606b-0b5c-4a7c-9ed6-7d36c474cfc2.json.