---
title: "Pension Administration Services"
ocid: "ocds-h6vhtk-0295e9"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0295e9"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-0295e9.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-0295e9.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "UNIVERSITY OF WALES TRINITY SAINT DAVID"
published: "2021-02-24"
---

# Pension Administration Services

Buyer: UNIVERSITY OF WALES TRINITY SAINT DAVID  
Current stage: Tender  
OCID: ocds-h6vhtk-0295e9

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## Summary

The University of Wales Trinity Saint David (UWTSD) is seeking suppliers for the provision of Pension Administration Services, specifically actuarial, investment consulting, secretarial/consultancy, and administration services for its defined benefit pension schemes. This procurement is classified under the services category, with an estimated contract value of £800,000. The tender process, which is currently active, employs an open procedure and is set to close for submissions on 26 March 2021. The geographical area for this service is the UK, and the complete contract period can extend over five years, with further options for renewal.

This tender presents a lucrative opportunity for businesses specialising in pension fund management and consultancy services, particularly those with experience in handling defined benefit schemes. Companies equipped with expertise in actuarial services, investment consulting, and administrative support for pension schemes will find this contract aligns well with their capabilities. Engaging in this process could significantly enhance business growth for providers in the finance and consultancy sectors, given the essential nature of these services in supporting educational institutions like UWTSD.

## Notice

The University of Wales Trinity Saint David (hereinafter referred to as UWTSD, or the University) through its Corporate Trustee Company, UW Pensions Scheme Ltd (hereafter referred to as UWPS or the Trustee) wish to appoint an experienced provider for the provision of actuarial, investment consulting, secretarial/consultancy and administration services to its in-house defined benefit pension schemes the University of Wales Superannuation Scheme and the University of Wales, Lampeter Pension and Assurance Scheme ('the Schemes').

### Lot Information

Lot 1

The University of Wales Trinity Saint David (hereinafter referred to as UWTSD, or the University) through its Corporate Trustee Company, UW Pensions Scheme Ltd (hereafter referred to as UWPS or the Trustee) wish to appoint an experienced provider for the provision of actuarial, investment consulting, secretarial/consultancy and administration services to its in-house defined benefit pension schemes the University of Wales Superannuation Scheme and the University of Wales, Lampeter Pension and Assurance Scheme ('the Schemes').

Options: services that may fall outside of the core fee

Renewal: The initial contract period will be for 5 years. With an annual review and with an option to extend for 1 + 1 Years.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/003713-2021 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 24 Feb 2021 |
| Submission deadline | 26 Mar 2021 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £800,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Active |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | UNIVERSITY OF WALES TRINITY SAINT DAVID |
| Locality | CARMARTHEN |
| Post town | Swansea |
| Postcode | SA31 3EP |
| Country | Wales |
| ITL 1 | TLL Wales |
| ITL 2 | TLL4 Mid and South West Wales |
| ITL 3 | TLL42 South West Wales |
| Local authority | Carmarthenshire |
| Electoral ward | Carmarthen Town West |
| Westminster constituency | Caerfyrddin |
| Delivery location | TLL Wales |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services
- 66141000 - Pension fund management services
- 66500000 - Insurance and pension services
- 66520000 - Pension services
- 66522000 - Group pension services
- 66523000 - Pension fund consultancy services

## Release History

- 24 Feb 2021 at 16:40 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/003713-2021

## Notice URLs

- http://www.tsd.ac.uk
- https://www.sell2wales
- https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=108492
- https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0343
- https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx

## 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-h6vhtk-0295e9. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-0295e9.json.