---
title: "LUV01197 Sole Trustee for PAS"
ocid: "ocds-h6vhtk-044bfe"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-044bfe"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-044bfe.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-044bfe.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "UNIVERSITY OF LEICESTER"
published: "2024-11-15"
---

# LUV01197 Sole Trustee for PAS

Buyer: UNIVERSITY OF LEICESTER  
Current stage: Award  
OCID: ocds-h6vhtk-044bfe

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## Summary

The University of Leicester has completed the procurement process for the "LUV01197 Sole Trustee for PAS" under the services category, specifically focusing on pension services. The awarded contract is for the provision of Sole Trustee and Secretary Services for the University of Leicester Pension Assurance Scheme (PAS). Dalriada Trustees Limited has been selected as the supplier, with the contract valued at £370,000 and officially signed on 11th November 2024. The procurement was conducted via an open procedure, adhering to the legal basis of the 2014 EU Directive 24/EU, with a standstill period applied as per UK regulations.

This tender presents significant opportunities for businesses specialising in pension and financial services, particularly those experienced in managing defined benefit pension schemes. Firms that can offer high-quality advisory services and have expertise in sole trusteeship will find this contract especially relevant for business growth. Small and medium-sized enterprises (SMEs) are particularly well-suited to compete, as demonstrated by the substantial number of SME bids received during the procurement process. Such contracts can help businesses expand their portfolio by securing roles in high-value, long-term engagements with established educational institutions.

## Notice

Sole Trustee and Secretary Services for University of Leicester Pension Assurance Scheme (PAS). The University of Leicester is seeking to move to a sole trustee model for its legacy defined benefit pension scheme, the Pension and Assurance Scheme (PAS), during 2024.

### Lot Information

Lot 1

Sole Trustee and Secretary Services for University of Leicester Pension Assurance Scheme (PAS). The University of Leicester is seeking to move to a sole trustee model for its legacy defined benefit pension scheme, the Pension and Assurance Scheme (PAS), during 2024. Additional information: N/A

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/036956-2024 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 15 Nov 2024 |
| Submission deadline | 24 Apr 2024 |
| Future notice date | Not specified |
| Award date | 11 Nov 2024 |
| Contract period | Not specified |
| Recurrence | December 2028 |

## Values

| Field | Value |
| --- | --- |
| Tender value | £250,000 |
| Lots value | £250,000 |
| Awards value | Not specified |
| Contracts value | £370,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | UNIVERSITY OF LEICESTER |
| Locality | LEICESTER |
| Post town | Leicester |
| Postcode | LE1 7RH |
| Country | England |
| ITL 1 | TLF East Midlands (England) |
| ITL 2 | TLF2 Leicestershire, Rutland and Northamptonshire |
| ITL 3 | TLF21 Leicester |
| Local authority | Leicester |
| Electoral ward | Castle |
| Westminster constituency | Leicester South |
| Delivery location | TLF21 Leicester |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | DALRIADA TRUSTEES |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66520000 - Pension services
- 66522000 - Group pension services

## Release History

- 15 Nov 2024 at 10:05 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/036956-2024
- 22 Mar 2024 at 16:05 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/009471-2024

## Notice URLs

- https://le.ac.uk/
- https://universityofleicester.delta-esourcing.com/
- https://www.dalriadatrustees.co.uk/
- https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=894597297
- https://www.delta-esourcing.com/tenders/UK-UK-Leicester:-Pension-services./X438QQ529F
- https://www.delta-esourcing.com/tenders/UK-title/X438QQ529F

## 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-044bfe. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-044bfe.json.