--- title: "PQ0411 - Pension Adviser - AWARD" ocid: "ocds-b5fd17-a26a515e-1b3b-48ca-8e32-459809eddc27" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-a26a515e-1b3b-48ca-8e32-459809eddc27" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-a26a515e-1b3b-48ca-8e32-459809eddc27.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-a26a515e-1b3b-48ca-8e32-459809eddc27.json" source: "Contracts Finder" current_stage: "Award" buyer: "BIRMINGHAM CITY COUNCIL" published: "2023-01-27" --- # PQ0411 - Pension Adviser - AWARD Buyer: BIRMINGHAM CITY COUNCIL Current stage: Award OCID: ocds-b5fd17-a26a515e-1b3b-48ca-8e32-459809eddc27 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-a26a515e-1b3b-48ca-8e32-459809eddc27) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-a26a515e-1b3b-48ca-8e32-459809eddc27.json) ## Summary The Birmingham City Council and PETPS (Birmingham) Limited have recently awarded a contract for pension advisory services. The procurement process involved obtaining pensions advice and support for the NEC Limited Pension Fund and the NEC Limited Executive Pension Scheme. The contract will span 29 months starting from 1st March 2023 until 31st July 2025. The procurement method used was an open procedure, and interested suppliers were required to submit their quotations by noon on 4th January 2023. The Council utilised an e-tendering system for this process, with Birmingham City Council being the buying organisation. This tender presents an opportunity for businesses offering pension investment services, financial consultancy services, and related financial and insurance services. Small and medium-sized enterprises (SMEs) may find this tender particularly suited to their capabilities. Businesses experienced in providing pensions accounting information, strategic pension advice, and pension fund management services could compete effectively. The awarded contract value was £75,325, awarded to the supplier Isio based in London, United Kingdom. ## Notice Birmingham City Council and PETPS (Birmingham) Limited require pensions advice and support in respect of the NEC Limited Pension Fund and the NEC Limited Executive Pension Scheme (the Schemes). To provide pensions accounting information under IAS19 and FRS102 in respect of the Schemes for the years ending 31 March 2023, 31 March 2024 and 31 March 2025. To provide strategic pension advice as required, and to ensure that the Council and PETPS(Birmingham)Limited are made aware of relevant changes in pensions legislation. This contract will be for a period of 29 months commencing 1st March 2023 until 31st July 2025. The Council will be using its free to use e-tendering system (in-tend) for the administration of this procurement process and potential suppliers must register with the system to be able to express an interest. If you wish to express an interest in this opportunity, please click on the following link to access https://in-tendhost.co.uk/birminghamcc/ and submit your details to register. You will then be able to log on, which will enable you to download all relevant quotation documentation. If you are unable to register with In-tend or have any questions or problems on how to use this website, please email us at: cps@birmingham.gov.uk. Your completed quotation submission should be returned by noon on 4th January 2023 via the 'in-tend' system https://in-tendhost.co.uk/birminghamcc ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/133e7946-8800-48df-b2ec-614668235768 | | Notice type | Award Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure | | Tender suitability | SME | | Awardee scale | Not specified | | All stages | Award | ## Dates | Field | Value | | --- | --- | | Publication date | 27 Jan 2023 | | Submission deadline | 4 Jan 2023 | | Future notice date | Not specified | | Award date | 26 Jan 2023 | | Contract period | 1 Mar 2023 - 31 Jul 2025 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | £75,325 | | 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 | BIRMINGHAM CITY COUNCIL | | Locality | WEST MIDLANDS | | Post town | Birmingham | | Postcode | B4 7WB | | Country | England | | ITL 1 | TLG West Midlands (England) | | ITL 2 | TLG3 West Midlands | | ITL 3 | TLG31 Birmingham | | Local authority | Birmingham | | Electoral ward | Newtown | | Westminster constituency | Birmingham Ladywood | | Delivery location | TLG West Midlands (England) | ## Supplier | Field | Value | | --- | --- | | Number of suppliers | 1 | | Supplier names | ISIO | ## CPV Codes ### Divisions - 66 - Financial and insurance services - 75 - Administration, defence and social security services - 79 - Business services: law, marketing, consulting, recruitment, printing and security ### Codes - 66000000 - Financial and insurance services - 66131100 - Pension investment services - 66141000 - Pension fund management services - 66171000 - Financial consultancy services - 66500000 - Insurance and pension services - 66519310 - Insurance consultancy services - 66520000 - Pension services - 66521000 - Individual pension services - 66522000 - Group pension services - 66523000 - Pension fund consultancy services - 66523100 - Pension fund administration services - 75320000 - Government employee pension schemes - 79100000 - Legal services - 79110000 - Legal advisory and representation services - 79111000 - Legal advisory services - 79140000 - Legal advisory and information services - 79200000 - Accounting, auditing and fiscal services - 79210000 - Accounting and auditing services - 79211000 - Accounting services - 79212100 - Financial auditing services - 79212500 - Accounting review services - 79412000 - Financial management consultancy services ## Release History - 27 Jan 2023 at 11:17 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/133e7946-8800-48df-b2ec-614668235768 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/133e7946-8800-48df-b2ec-614668235768 27th January 2023 - Awarded contract notice on Contracts Finder ## Notice URLs - https://in-tendhost.co.uk/birminghamcc - https://in-tendhost.co.uk/birminghamcc/ ## 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-a26a515e-1b3b-48ca-8e32-459809eddc27. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-a26a515e-1b3b-48ca-8e32-459809eddc27.json.