---
title: "Investment Consultancy Tender 2023"
ocid: "ocds-b5fd17-a0336efa-c798-4d0c-8337-830bd80c5d7b"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-a0336efa-c798-4d0c-8337-830bd80c5d7b"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-a0336efa-c798-4d0c-8337-830bd80c5d7b.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-a0336efa-c798-4d0c-8337-830bd80c5d7b.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "AVON PENSION FUND"
published: "2023-11-10"
---

# Investment Consultancy Tender 2023

Buyer: AVON PENSION FUND  
Current stage: Award  
OCID: ocds-b5fd17-a0336efa-c798-4d0c-8337-830bd80c5d7b

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-a0336efa-c798-4d0c-8337-830bd80c5d7b)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-a0336efa-c798-4d0c-8337-830bd80c5d7b.json)

## Summary

The Avon Pension Fund has awarded the Investment Consultancy Tender 2023 contract to MERCER LIMITED. The procurement process was completed under the National LGPS Framework reference NCCT42289. The contract involves services related to pension fund consultancy. The contract value is £500,000, with a contract period starting on October 2, 2023, and ending on September 30, 2027.

This tender provides opportunities for businesses in the investment consultancy and fund management sectors to engage with the Avon Pension Fund. Companies that specialise in providing investment consultancy services and fund search, selection, monitoring, and review services can participate. The procurement method used was selective, calling off from a framework agreement. The tender deadline for submissions was July 7, 2023, and the contract award date was October 30, 2023.

## Notice

The Avon Pension Fund wish to appoint a single Provider to supply the following services under Lot 1 - Investment Consultancy Services & Lot 2 - Manager/Fund Search, Selection, Monitoring and Review Services under the National LGPS Framework reference NCCT42289 as set out in the Framework tender documents

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/821725d5-73f3-46b6-bec0-92a6601e8e78 |
| Notice type | Award Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Call-off from a framework agreement |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 10 Nov 2023 |
| Submission deadline | 7 Jul 2023 |
| Future notice date | Not specified |
| Award date | 30 Oct 2023 |
| Contract period | 1 Oct 2023 - 30 Sep 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £500,000 |
| Lots value | Not specified |
| Awards value | £500,000 |
| 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 | AVON PENSION FUND |
| Locality | BATH |
| Post town | Bath |
| Postcode | BA1 1JG |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK5 West of England |
| ITL 3 | TLK52 Bath & North East Somerset and South Gloucestershire |
| Local authority | Bath and North East Somerset |
| Electoral ward | Kingsmead |
| Westminster constituency | Bath |
| Delivery location | TLK South West (England) |

## Supplier

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

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66523000 - Pension fund consultancy services

## Release History

- 10 Nov 2023 at 12:16 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/821725d5-73f3-46b6-bec0-92a6601e8e78

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/821725d5-73f3-46b6-bec0-92a6601e8e78
  10th November 2023 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/b648d871-6ecd-4143-8232-213796b28bb5

## 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-a0336efa-c798-4d0c-8337-830bd80c5d7b. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-a0336efa-c798-4d0c-8337-830bd80c5d7b.json.