---
title: "Pensions Consultancy Service for English Heritage"
ocid: "ocds-h6vhtk-043536"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-043536"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-043536.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-043536.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "ENGLISH HERITAGE TRUST"
published: "2024-06-17"
---

# Pensions Consultancy Service for English Heritage

Buyer: ENGLISH HERITAGE TRUST  
Current stage: Award  
OCID: ocds-h6vhtk-043536

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-043536.json)

## Summary

The English Heritage Trust is seeking a pensions consultancy service for reviewing and managing their pension fund operations. The title of the procurement is "Pensions Consultancy Service for English Heritage", classified under pension fund consultancy services. The procurement is at the active stage, with a contract period starting on April 1, 2024, and ending on March 31, 2029. The total contract value is GBP 250,000, with a possibility of renewal for up to 5 years. The procurement process is open, with submission deadline on February 27, 2024.

This tender presents an opportunity for pensions consultancies to engage with English Heritage Trust in providing strategic advisory services related to pension funds and governance. Companies specializing in pension consultancy services, with expertise in UK pensions legislation and best practices, are well-suited to compete. The procurement method is an open procedure, allowing a transparent and competitive bidding process for interested businesses to showcase their capabilities in the pensions sector.

## Notice

We are seeking to appoint a pensions consultancy to:* Review the appropriateness of our current defined contribution default pension fund, and provider, relative to the profile of our workforce* Do a detailed governance review of the pension fund and provider annually, relative to investment performance, customer service, etc.* Produce and update EH's pensions literature for the workforce, so that it is accessible and easily understood* Keep EH up to date with changes to pensions legislation and best practice and make suggestions as to how pensions operations could be improved.

### Lot Information

Lot 1

We are seeking to appoint a pensions consultancy to:* Review the appropriateness of our current DC default pension fund, and provider, relative to the profile of our workforce* Do a detailed governance review of the pension fund and provider annually, relative to investment performance, customer service, etc.* Produce and update EH's pensions literature for the workforce, so that it is accessible and easily understood* Keep EH up to date with changes to pensions legislation and best practice and make suggestions as to how pensions operations could be improved.

Renewal: The above dates include an initial term of 3 years, with provision to extend by 2 further year - maximum term of 5 years.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/018547-2024 |
| 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, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 17 Jun 2024 |
| Submission deadline | 27 Feb 2024 |
| Future notice date | Not specified |
| Award date | 17 Jun 2024 |
| Contract period | 31 Mar 2024 - 31 Mar 2029 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £250,000 |
| Lots value | £250,000 |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Cancelled |
| Lots status | Cancelled |
| Awards status | Unsuccessful |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | ENGLISH HERITAGE TRUST |
| Locality | SWINDON, |
| Post town | Swindon |
| Postcode | SN2 2EH |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK7 Gloucestershire and Wiltshire |
| ITL 3 | TLK71 Swindon |
| Local authority | Swindon |
| Electoral ward | Mannington and Western |
| Westminster constituency | Swindon South |
| Delivery location | TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66523000 - Pension fund consultancy services

## Release History

- 17 Jun 2024 at 08:04 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/018547-2024
- 29 Jan 2024 at 08:40 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/002849-2024

## Notice URLs

- https://in-tendhost.co.uk/english-heritage

## 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-043536. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-043536.json.