---
title: "PIN for Investement Management of Charitable Funds"
ocid: "ocds-h6vhtk-02b65e"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02b65e"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02b65e.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02b65e.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "LIVERPOOL UNIVERSITY HOSPITALS NHS FOUNDATION TRUST"
published: "2021-05-28"
---

# PIN for Investement Management of Charitable Funds

Buyer: LIVERPOOL UNIVERSITY HOSPITALS NHS FOUNDATION TRUST  
Current stage: Planning  
OCID: ocds-h6vhtk-02b65e

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-02b65e.json)

## Summary

The Liverpool University Hospitals NHS Foundation Trust is initiating a procurement process titled "PIN for Investment Management of Charitable Funds" in the investment banking services sector. This process is currently in the planning stage, with a contract period anticipated to last 1080 days. Interested suppliers should prepare for a Restricted Tender that will commence on 30th July 2021, when further notices are expected. The geographical focus for this opportunity is Merseyside, UK, which encompasses the localities surrounding Liverpool.

This tender presents significant opportunities for businesses specialising in financial services, particularly those offering investment management, pension fund administration, and consultancy services. Companies with expertise in electronic submission and an understanding of public sector procurement can leverage this opportunity to compete for a place in a shortlist of suppliers for a prestigious contract with a major healthcare entity. Such partnerships can facilitate business growth while contributing to the efficient management of charitable funds within the health sector.

## Notice

PIN for Investement 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/012012-2021 |
| 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 13:51 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/012012-2021

## 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-02b65e. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02b65e.json.