---
title: "ESCC JS Pension Investment Management Consultancy"
ocid: "ocds-b5fd17-cd15e938-4067-4d4f-a372-956b360f0090"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-cd15e938-4067-4d4f-a372-956b360f0090"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-cd15e938-4067-4d4f-a372-956b360f0090.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-cd15e938-4067-4d4f-a372-956b360f0090.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "EAST SUSSEX COUNTY COUNCIL"
published: "2025-01-30"
---

# ESCC JS Pension Investment Management Consultancy

Buyer: EAST SUSSEX COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-cd15e938-4067-4d4f-a372-956b360f0090

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## Summary

The East Sussex County Council has awarded a contract titled "ESCC JS Pension Investment Management Consultancy" (Sector: Pension services) to Hymans Robertson LLP. The procurement process was conducted using a selective method through a call-off from a framework agreement. Key dates include the end of the tender period on 10th October 2024 and the contract period starting on 1st February 2025 and ending on 31st January 2028. The consultancy services will take place in Lewes, England, with a total contract value of £750,000.

This awarded tender presents significant opportunities for growth for businesses specialising in financial and investment consultancy. It involves comprehensive services including asset allocation review, investment strategy development, cost control advisory, and training provision for Members and officers. Businesses with experience in these areas, particularly those that can offer cost-effective and data-driven consultancy services, would have been well-suited to compete for this contract. Large firms with a demonstrated ability to manage complex investment portfolios would particularly benefit from such opportunities.

## Notice

This contract has been awarded. The supplier will provide investment consultancy services to the East Sussex Pension Fund which include: * Review of asset allocation, investment strategy and investment management structure * Working with the Fund Actuary to undertake asset liability modelling as required * Monitoring and reporting of investment managers and producing quarterly reports based on data provided by the measuring company or incorporating other third party reporting as may be required in a cost-effective manner. * Attendance at meetings as required * Providing training to Members and officers as required * Advising on the Statement of Investment Principles * Advising on the Pension Fund Annual Report * Advising on controlling investment costs including fees and transaction related costs * Advising on alternative investments * Advising on Corporate Governance and Socially Responsible Investment policies * Advising on Manager selection * Advising on investment markets and the outlook for different asset classes

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/5a1e5392-7e5f-419e-abb9-f20295163d64 |
| Notice type | Award Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Call-off from a framework agreement |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 30 Jan 2025 |
| Submission deadline | 10 Oct 2024 |
| Future notice date | Not specified |
| Award date | 13 Dec 2024 |
| Contract period | 1 Feb 2025 - 31 Jan 2028 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £750,000 |
| Lots value | Not specified |
| Awards value | £750,000 |
| 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 | EAST SUSSEX COUNTY COUNCIL |
| Locality | LEWES |
| Post town | Brighton |
| Postcode | BN7 1UE |
| Country | England |
| ITL 1 | TLJ South East (England) |
| ITL 2 | TLJ2 Surrey, East and West Sussex |
| ITL 3 | TLJ22 East Sussex CC |
| Local authority | Lewes |
| Electoral ward | Lewes Priory |
| Westminster constituency | Lewes |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | HYMANS ROBERTSON |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66520000 - Pension services

## Release History

- 30 Jan 2025 at 11:10 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/5a1e5392-7e5f-419e-abb9-f20295163d64

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/5a1e5392-7e5f-419e-abb9-f20295163d64
  30th January 2025 - 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-cd15e938-4067-4d4f-a372-956b360f0090. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-cd15e938-4067-4d4f-a372-956b360f0090.json.