---
title: "PIN for Management of Charitable Funds"
ocid: "ocds-h6vhtk-02b653"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02b653"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02b653.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02b653.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "LIVERPOOL UNIVERSITY HOSPITALS NHS FOUNDATION TRUST"
published: "2021-05-28"
---

# PIN for Management of Charitable Funds

Buyer: LIVERPOOL UNIVERSITY HOSPITALS NHS FOUNDATION TRUST  
Current stage: Planning  
OCID: ocds-h6vhtk-02b653

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02b653)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-02b653.json)

## Summary

The Liverpool University Hospitals NHS Foundation Trust is initiating a planned procurement process with the title "PIN for Management of Charitable Funds." This contract falls under the investment banking services category and is aimed at providing Charitable Funds Investment Management Services, with a contract duration of 1080 days. Key dates include a future notice expected on 30th July 2021, and the procurement is currently in the planning stage. Interested suppliers will be shortlisted for a subsequent Restricted Tender in Merseyside, UK.

This tender presents significant opportunities for businesses in the investment management and banking sectors, especially those specialising in pension fund administration and consultancy services. Companies offering related services, such as investment management software, may find this contract particularly appealing. The procurement method allows for electronic submission and written submissions, making it accessible for various suppliers looking to expand their public sector engagements.

## Notice

PIN for Management of Charitable Funds

### Lot Information

Lot 1

Liverpool University Hospitals are publishing a Prior Information Notice aimed at shortlisting a minimum number of 5 suitable suppliers to be invited to a second phase Restricted Tender for the provision of Charitable Funds Investment Management Services.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/012001-2021 |
| Notice type | Planning Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 28 May 2021 |
| Submission deadline | Not specified |
| Future notice date | 29 Jul 2021 |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | LIVERPOOL UNIVERSITY HOSPITALS NHS FOUNDATION TRUST |
| Locality | FAZAKERLEY |
| Post town | Liverpool |
| Postcode | L9 7AL |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD7 Merseyside |
| ITL 3 | TLD72 Liverpool |
| Local authority | Liverpool |
| Electoral ward | Fazakerley West |
| Westminster constituency | Liverpool Walton |
| Delivery location | TLD7 Merseyside, TLD71 East Merseyside |

## CPV Codes

### Divisions

- 48 - Software package and information systems
- 66 - Financial and insurance services

### Codes

- 48411000 - Investment management software package
- 66100000 - Banking and investment services
- 66110000 - Banking services
- 66120000 - Investment banking services and related services
- 66141000 - Pension fund management services
- 66523000 - Pension fund consultancy services
- 66523100 - Pension fund administration services

## Release History

- 28 May 2021 at 13:09 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/012001-2021

## Notice URLs

- https://suppliers.multiquote.com
- https://www.liverpoolft.nhs.uk/

## 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-02b653. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02b653.json.