---
title: "Independent Investment Advisor for the Staffordshire Pension Fund"
ocid: "ocds-b5fd17-cb7353a6-c2ea-4154-98a7-e29e7a20d3f8"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-cb7353a6-c2ea-4154-98a7-e29e7a20d3f8"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-cb7353a6-c2ea-4154-98a7-e29e7a20d3f8.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-cb7353a6-c2ea-4154-98a7-e29e7a20d3f8.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "STAFFORDSHIRE COUNTY COUNCIL"
published: "2024-05-15"
---

# Independent Investment Advisor for the Staffordshire Pension Fund

Buyer: STAFFORDSHIRE COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-cb7353a6-c2ea-4154-98a7-e29e7a20d3f8

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## Summary

The Staffordshire County Council has awarded a contract for independent investment advisory services for the Staffordshire Pension Fund. The contract, valued at £175,000, was granted to John Harrison Investment Consulting Ltd. The procurement method used was an open procedure below the threshold with a tender period ending on 11th March 2024. The contract period will run from 1st April 2024 to 31st March 2030, providing opportunities in the services sector. The buying organisation, Staffordshire County Council, located in Stafford, undertook this procurement process.

This tender for independent investment advisory services offers opportunities for small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprise (VCSE) organisations to compete. Businesses involved in pension investment services sector would find this tender suitable. The procurement stage has reached the award phase, showcasing the possibility for business growth and collaboration with Staffordshire County Council. The specified duties highlight the significant role the appointed provider will play in managing the investments of the Staffordshire Pension Fund.

## Notice

Staffordshire County Council is the Administering Authority for the Staffordshire Pension Fund ('the Fund'). The Fund has a total membership of 119,000, consisting of around 34,000 active members, 42,000 retired pensioners and dependants, and 43,000 deferred members. As of 31 December 2023, the assets of the Fund were in excess of PS7.1 billion. The appointment will take the form of a contractual agreement between the appointed provider and Staffordshire County Council, to supply the services outlined below for the Staffordshire Pension Fund, in accordance with the terms agreed in the contract. The main duties of the independent Investment Adviser are as follows: * To attend quarterly in person meetings of the Pensions Panel; * To attend ad-hoc investment strategy, implementation and manager monitoring meetings with Officers and the appointed Investment Consultant; * To provide ad-hoc advice and attend any other meetings as may be required from time to time.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/876c445e-aec1-478b-8d21-65deb4c44785 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME, VCSE |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 15 May 2024 |
| Submission deadline | 11 Mar 2024 |
| Future notice date | Not specified |
| Award date | 13 May 2024 |
| Contract period | 14 May 2024 - 14 May 2030 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £175,000 |
| Lots value | Not specified |
| Awards value | £175,000 |
| 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 | STAFFORDSHIRE COUNTY COUNCIL |
| Locality | STAFFORD |
| Post town | Stoke-on-Trent |
| Postcode | ST16 2DH |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG2 Shropshire and Staffordshire |
| ITL 3 | TLG24 Staffordshire CC |
| Local authority | Stafford |
| Electoral ward | Forebridge |
| Westminster constituency | Stafford |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | JOHN HARRISON INVESTMENT CONSULTING |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services

## Release History

- 15 May 2024 at 06:16 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/876c445e-aec1-478b-8d21-65deb4c44785

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/876c445e-aec1-478b-8d21-65deb4c44785
  15th May 2024 - Awarded contract notice on Contracts Finder
- https://supplierlive.proactisp2p.com/Account/Login#
  This is an electronic tender and documents should be downloaded from the link above

## Provenance

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