---
title: "Investment Consultancy Services to the University of Reading Employees' Pension Fund"
ocid: "ocds-b5fd17-a0bd80f0-548b-445a-afab-afa42be59417"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-a0bd80f0-548b-445a-afab-afa42be59417"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-a0bd80f0-548b-445a-afab-afa42be59417.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-a0bd80f0-548b-445a-afab-afa42be59417.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "UNIVERSITY OF READING"
published: "2017-02-24"
---

# Investment Consultancy Services to the University of Reading Employees' Pension Fund

Buyer: UNIVERSITY OF READING  
Current stage: Tender  
OCID: ocds-b5fd17-a0bd80f0-548b-445a-afab-afa42be59417

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-a0bd80f0-548b-445a-afab-afa42be59417)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-a0bd80f0-548b-445a-afab-afa42be59417.json)

## Summary

The University of Reading is conducting an open tender process for the provision of Investment Consultancy Services specifically for its Employees' Pension Fund. This procurement is currently in the active tender stage, with a submission deadline set for 27th March 2017. The total value of the consultancy contract ranges from £130,000 to £160,000, covering the period from 1st July 2017 to 30th June 2020. The relevant industry category is pension investment services and the location for delivery is in Reading, South East, United Kingdom.

This tender presents an excellent opportunity for consulting firms that specialise in pension investment services and related advisory solutions. Businesses with experience in pension fund consultancy, group pension services, or who provide comprehensive pension services would find this project particularly suitable. The successful bidder will be expected to work closely with the University of Reading and its Trustees, ensuring that they can deliver a proactive and high-quality service throughout the contract period.

## Notice

The Trustees of the University of Reading Employees' Pension Fund (UREPF) wish to appoint professional advisers for the delivery of pension scheme investment consultancy services to the Trustees of the Fund. The successful bidder offer a proactive service and work in a genuine partnership with the University of Reading and the Trustees of UREPF. We are keen to engage an organisation which can add value and deliver a quality service. Additional information: Any Investment Consultancy ("IC") invited to tender must respond electronically via the University of Reading electronic tendering system. Instructions can be found at: https://in-tendhost.co.uk/theuniversityofreading/ This is a procurement exercise carried out by the University of Reading on behalf of the Trustees to the University of Reading Pension Fund. The Trustees are the buyer and will be the contracting party, and are not subject to Public Procurement rules and regulations. Is a Recurrent Procurement Type? : No

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/cf2e8ddd-5da1-4aec-9558-ee603d1b14b6 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 24 Feb 2017 |
| Submission deadline | 27 Mar 2017 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 30 Jun 2017 - 30 Jun 2020 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £160,000 |
| 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 | UNIVERSITY OF READING |
| Locality | BERKS |
| Post town | Reading |
| Postcode | RG6 6AB |
| Country | England |
| ITL 1 | TLJ South East (England) |
| ITL 2 | TLJ1 Berkshire, Buckinghamshire and Oxfordshire |
| ITL 3 | TLJ16 Berkshire West |
| Local authority | Wokingham |
| Electoral ward | Maiden Erlegh & Whitegates |
| Westminster constituency | Earley and Woodley |
| Delivery location | TLJ South East (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services
- 66520000 - Pension services
- 66522000 - Group pension services
- 66523000 - Pension fund consultancy services

## Release History

- 24 Feb 2017 at 08:23 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/cf2e8ddd-5da1-4aec-9558-ee603d1b14b6

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/cf2e8ddd-5da1-4aec-9558-ee603d1b14b6
  24th February 2017 - Opportunity notice on Contracts Finder
- https://in-tendhost.co.uk/theuniversityofreading/aspx/
  Additional information on how to apply for this contract

## Notice URLs

- https://in-tendhost.co.uk/theuniversityofreading/

## 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-a0bd80f0-548b-445a-afab-afa42be59417. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-a0bd80f0-548b-445a-afab-afa42be59417.json.
