---
title: "SYPA - Appointment of Independent Financial Adviser"
ocid: "ocds-h6vhtk-04970b"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04970b"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-04970b.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-04970b.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "SOUTH YORKSHIRE PENSIONS AUTHORITY"
published: "2024-12-06"
---

# SYPA - Appointment of Independent Financial Adviser

Buyer: SOUTH YORKSHIRE PENSIONS AUTHORITY  
Current stage: Award  
OCID: ocds-h6vhtk-04970b

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## Summary

South Yorkshire Pensions Authority (SYPA) is overseeing the procurement process for appointing an independent financial adviser to manage the investment advisory role for the £11bn+ South Yorkshire Pension Fund. The procurement process, classified under the CPV code 66000000 for financial and insurance services, was initiated as a tender and subsequently awarded to Jonathan Hunt. The open procedure culminated in an award on 1st October 2024, with the adviser expected to commence duties in December 2024. SYPA's project is taking place in Barnsley, South Yorkshire, and involves a contract valued at £280,000 GBP.

This tender presents significant opportunities for business growth, particularly for financial advisory firms and SMEs specialising in pension investment services, as denoted by the additional classification code 66131100. The procurement's open procedure format and substantial contract value make it an attractive prospect for firms capable of providing high-quality, cost-efficient investment advice. Businesses experienced in collective investment management and advisory roles within the Local Government Pension Scheme framework would be especially well-suited for this opportunity, potentially benefiting from the renewal option after the initial 36-month contract period.

## Notice

South Yorkshire Pensions Authority is the public body responsible for the stewardship of the PS11bn+ South Yorkshire Pension Fund which is part of the Local Government Pension Scheme. The Authority is now seeking to appoint an independent investment adviser to the Authority to take up the role with effect from December 2024.

### Lot Information

Lot 1

South Yorkshire Pensions Authority is the public body responsible for the stewardship of the PS11bn+ South Yorkshire Pension Fund which is part of the Local Government Pension Scheme. The Authority is now seeking to appoint an independent investment adviser to the Authority to take up the role with effect from December 2024. Additional information: If you have any queries or would like to arrange a call to discuss the role further, please contact Head of Governance and Corporate Services, Jo Stone, at the following email address: governanceteam@sypa.org.uk To apply for this role, please submit a CV and covering letter setting out how you meet the requirements set out in the documentation to governanceteam@sypa.org.uk.

Renewal: Option to renew after initial 36 month period - to a maximum of 120 months.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/039452-2024 |
| 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 | 6 Dec 2024 |
| Submission deadline | 23 Sep 2024 |
| Future notice date | Not specified |
| Award date | 30 Sep 2024 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £280,000 |
| Lots value | £280,000 |
| Awards value | Not specified |
| Contracts value | £280,000 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SOUTH YORKSHIRE PENSIONS AUTHORITY |
| Locality | BARNSLEY, SOUTH YORKSHIRE |
| Post town | Sheffield |
| Postcode | S71 1HG |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE3 South Yorkshire |
| ITL 3 | TLE33 Barnsley |
| Local authority | Barnsley |
| Electoral ward | Central |
| Westminster constituency | Barnsley North |
| Delivery location | TLE Yorkshire and The Humber |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | JONATHAN HUNT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services
- 66131100 - Pension investment services

## Release History

- 6 Dec 2024 at 14:22 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/039452-2024
- 2 Sep 2024 at 08:19 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/027858-2024

## Notice URLs

- https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=84999&B=SYPA
- https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/104506
- https://www.sypensions.org.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-04970b. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-04970b.json.