---
title: "SE Pension Scheme Trustee Services: Investment Consulting Service"
ocid: "ocds-h6vhtk-044dc7"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-044dc7"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-044dc7.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-044dc7.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "SCOTTISH ENTERPRISE"
published: "2024-07-19"
---

# SE Pension Scheme Trustee Services: Investment Consulting Service

Buyer: SCOTTISH ENTERPRISE  
Current stage: Award  
OCID: ocds-h6vhtk-044dc7

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-044dc7.json)

## Summary

The procurement process involves the buying organization Scottish Enterprise issuing a tender titled "SE Pension Scheme Trustee Services: Investment Consulting Service" in the services category, under the pension fund consultancy services classification. The procurement is at the award stage, with Isio being the active supplier awarded a contract worth £1,200,000. The location of the buying organization is Glasgow, United Kingdom. The contract was signed on 19th July 2024.

This contracting opportunity presents a chance for businesses in the pension investment services sector to compete for the provision of investment consulting services. Companies with expertise in pension fund management and consultancy can leverage this tender to grow their business. The procurement method is open, providing a fair opportunity for various businesses to participate and showcase their capabilities. The contract offers a substantial value, and businesses keen on providing high-quality services in the field of pension funds are well-suited to engage and potentially secure long-term business growth through this opportunity.

## Notice

The Trustees of the Scottish Enterprise Pension & Life Assurance Scheme (the Scheme) are tendering to appoint a single supplier for provision of an Investment Consulting Service for the period 1st October 2024 to 30th September 2027 with the option to extend until 30th September 2028.

### Lot Information

Lot 1

The Trustees of the Scottish Enterprise Pension & Life Assurance Scheme (the Scheme) are to tender for the provision of a Investment Consulting Service for the period 1st October 2024 to 30th September 2027 with the option to extend until 30th September 2028. Parties believing they have appropriate capability should respond to this invitation to tender. The Scheme Trustees are looking for a value for money provider, albeit quality of service and personnel will be as important as price. The trustees are seeking a good mix of innovation and pragmatism in their service provider. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Renewal: It is anticipated that the contract will start on 1 October 2024 for a period of 36 months, with an option to extend for a further 12 months if required.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/022445-2024 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 19 Jul 2024 |
| Submission deadline | 1 May 2024 |
| Future notice date | Not specified |
| Award date | 18 Jul 2024 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,200,150 |
| Lots value | £1,200,150 |
| Awards value | Not specified |
| Contracts value | £1,200,000 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SCOTTISH ENTERPRISE |
| Locality | GLASGOW |
| Post town | Glasgow |
| Postcode | G2 6HQ |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM3 West Central Scotland |
| ITL 3 | TLM32 Glasgow City |
| Local authority | Glasgow City |
| Electoral ward | Anderston/City/Yorkhill |
| Westminster constituency | Glasgow North |
| Delivery location | TLM Scotland |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ISIO |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

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

## Release History

- 19 Jul 2024 at 10:10 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/022445-2024
- 27 Mar 2024 at 16:17 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/010117-2024

## Notice URLs

- http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries
- http://www.publiccontractsscotland.gov.uk
- http://www.scottish-enterprise.com/
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000761305
- https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00398
- https://www.scotcourts.gov.uk/the-courts/court-locations/glasgow-sheriff-court-and-justice-of-the-peace-court
- https://www.scottish-enterprise.com/help/contact-us

## 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-044dc7. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-044dc7.json.