---
title: "Investment Adviser Services - DC"
ocid: "ocds-b5fd17-b34117a1-8686-45d5-8636-f87f17b85941"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-b34117a1-8686-45d5-8636-f87f17b85941"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-b34117a1-8686-45d5-8636-f87f17b85941.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-b34117a1-8686-45d5-8636-f87f17b85941.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "CTM PORTAL FOR THE NDA SHARED SERVICES ALLIANCE"
published: "2019-08-04"
---

# Investment Adviser Services - DC

Buyer: CTM PORTAL FOR THE NDA SHARED SERVICES ALLIANCE  
Current stage: Tender  
OCID: ocds-b5fd17-b34117a1-8686-45d5-8636-f87f17b85941

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## Summary

The CTM Portal for the NDA Shared Services Alliance is seeking an Investment Adviser to provide services related to the defined contribution arrangements of the Combined Nuclear Pension Plan. This open tender falls under the pension investment services category (CPV code: 66131100) and is currently in the tender stage, with submissions due by the deadline of 5 September 2019. The contract itself is expected to commence on 1 October 2019 and run until 30 September 2027, with a total contract value of £1 million, and a minimum value set at £500,000. The designation of active status as of 4 August 2019 indicates ongoing procurement activities. Services will be delivered across various locations, including the UK and British Overseas Territories.

This tender presents an excellent opportunity for firms specialising in investment advisory services, particularly Small and Medium Enterprises (SMEs), to engage with a significant contract that could enhance their portfolio within the pensions sector. Companies that possess expertise in pension fund management and investment strategy will be well-positioned to compete. Additionally, the open procurement method allows for diverse participation, making this a beneficial project for capable businesses looking to expand their reach in the financial services industry.

## Notice

The Trustee of the Combined Nuclear Pension Plan requires an Investment Adviser to provide investment advice in relation to the defined contribution arrangements within the Plan. The Trustee is conducting this procurement as if it were subject to the requirements of the Public Contract Regulations 2015.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/5764c3f6-78b7-45f1-8fa4-c05c6e0ee08d |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 4 Aug 2019 |
| Submission deadline | 5 Sep 2019 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 30 Sep 2019 - 30 Sep 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,000,000 |
| 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 | CTM PORTAL FOR THE NDA SHARED SERVICES ALLIANCE |
| Locality | MOOR ROW |
| Post town | Carlisle |
| Postcode | CA24 3HU |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD1 Cumbria |
| ITL 3 | TLD13 Cumberland |
| Local authority | Cumberland |
| Electoral ward | Egremont North and St Bees |
| Westminster constituency | Whitehaven and Workington |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services

## Release History

- 4 Aug 2019 at 11:30 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/5764c3f6-78b7-45f1-8fa4-c05c6e0ee08d

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/5764c3f6-78b7-45f1-8fa4-c05c6e0ee08d
  4th August 2019 - Opportunity notice on Contracts Finder
- https://sharedsystems.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=11878&B=SELLAFIELD
  Additional data
- https://sharedsystems.eu-supply.com/ctm/Company/CompanyInformation/Index/3510
  User / Company

## Notice URLs

- https://www.gov.uk/government/case-studies/shared-services-alliance-ssa-for-nuclear-decommissioning-estate

## 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-b34117a1-8686-45d5-8636-f87f17b85941. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-b34117a1-8686-45d5-8636-f87f17b85941.json.