---
title: "Independent Investment Adviser"
ocid: "ocds-b5fd17-b8b331e4-7432-404e-84dd-35e1ac5a46cc"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-b8b331e4-7432-404e-84dd-35e1ac5a46cc"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-b8b331e4-7432-404e-84dd-35e1ac5a46cc.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-b8b331e4-7432-404e-84dd-35e1ac5a46cc.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "ESSEX COUNTY COUNCIL"
published: "2021-04-08"
---

# Independent Investment Adviser

Buyer: ESSEX COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-b8b331e4-7432-404e-84dd-35e1ac5a46cc

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## Summary

Essex County Council has completed the procurement process for the contract titled "Independent Investment Adviser," which falls under the Pension investment services category. This contract was initiated to obtain independent investment advice for the Essex Pension Fund in accordance with a timetable set by the Investment Steering Committee. The tender period concluded on 31 December 2020, and the contract period runs from 1 January 2021 to 31 December 2023. The awarded contract value is £117,000, and the process was conducted through the Essex Pension Fund Investment Steering Committee.

This opportunity is particularly relevant for small and medium-sized enterprises (SMEs) specialising in financial consulting and investment advisory services. Businesses with expertise in pension fund management and independent financial advice are well-suited to compete in this procurement process. By engaging in similar future tenders, such firms have the potential to enhance their market presence, contribute to public sector financial management, and achieve significant business growth.

## Notice

To procure an Independent Investment Adviser who shall provide Independent Investment Advice to the Fund in accordance with the timetable agreed by the Investment Steering Committee.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/41cdb8aa-3782-4a2f-a148-c721c3bfc922 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - Essex Pension Fund Investment Steering Committee |
| Tender suitability | SME |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 8 Apr 2021 |
| Submission deadline | 31 Dec 2020 |
| Future notice date | Not specified |
| Award date | 1 Jan 2021 |
| Contract period | 1 Jan 2021 - 31 Dec 2023 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £100,000 |
| Lots value | Not specified |
| Awards value | £117,000 |
| 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 | ESSEX COUNTY COUNCIL |
| Locality | CHELMSFORD |
| Post town | Chelmsford |
| Postcode | CM1 1HQ |
| Country | England |
| ITL 1 | TLH East (England) |
| ITL 2 | TLH3 Essex |
| ITL 3 | TLH36 Heart of Essex |
| Local authority | Chelmsford |
| Electoral ward | Moulsham and Central |
| Westminster constituency | Chelmsford |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MARK STEVENS |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services

## Release History

- 8 Apr 2021 at 14:18 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/41cdb8aa-3782-4a2f-a148-c721c3bfc922

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/41cdb8aa-3782-4a2f-a148-c721c3bfc922
  8th April 2021 - Awarded contract notice on Contracts Finder

## 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-b8b331e4-7432-404e-84dd-35e1ac5a46cc. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-b8b331e4-7432-404e-84dd-35e1ac5a46cc.json.