---
title: "Provision of Investment Services for the Official Solicitor"
ocid: "ocds-h6vhtk-04d5bf"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04d5bf"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-04d5bf.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-04d5bf.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "MINISTRY OF JUSTICE"
published: "2025-08-06"
---

# Provision of Investment Services for the Official Solicitor

Buyer: MINISTRY OF JUSTICE  
Current stage: Award  
OCID: ocds-h6vhtk-04d5bf

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## Summary

The Ministry of Justice in the United Kingdom has conducted an open procurement process to secure investment services for the Official Solicitor and the Public Trustee, as detailed in the latest tender documentation dated 23 January 2025. The procurement is classified under Financial and Insurance Services, with a contract value estimated at £1,601,110, aiming for a five-year term starting from 7 April 2025 to 6 April 2030. The initiative involves asset management for the Official Solicitor and the Public Trustee, facilitated by professional investment guidance. This process is at the active stage, with the submissions carefully guided by electronic methods to meet the needs of the procurement's goals, particularly given the unique financial management role these entities play in estate and trust administration across the UK.

This procurement provides a significant growth opportunity for businesses specialising in financial and investment services, particularly those experienced with discretionary and advisory investment management for trusts, estates, and public entities. Businesses authorised under the Financial Services and Markets Act 2000 and with experience in serving trustees, executors, and administrators, stand well-suited to compete. Given the complexity and demand for credible investment solutions, companies with robust reporting capabilities and adherence to HMRC regulations will find this tender instrumental in expanding their service reach. The procurement, valued notably and with a long-term contract potential, allows businesses to develop and showcase expertise in asset management and fiduciary responsibilities within the public domain.

## Notice

This notice relates to the award of a contract for the Provision of Investment Services for the Official Solicitor. The Official Solicitor acts as the administrator of estates and trustee of trusts of last resort, and holds real and personal property such as land, cash, and securities (e.g., stocks and shares). An estate is where the Official Solicitor has been appointed as executor of a deceased person's will or as administrator of an estate of a person who has died without a will. An executor/administrator collects all the deceased's assets and pays all of the debts before distributing what remains to the beneficiaries named in the will or, if there is no will, who is entitled by law to this. Where the Official Solicitor has been appointed to act as a trustee, she has a duty to invest the capital held to produce income to use or pay for the benefit of the beneficiaries of the trust. It is a legal responsibility of the Official Solicitor as Trustees to obtain professional investment advice when managing the assets.

### Lot Information

Lot 1

Scope of Work The procurement concerns the provision of discretionary investment management services to the Official Solicitor. Under this arrangement, the appointed investment manager will make investment decisions on behalf of the Official Solicitor, in accordance with policy documents provided during the account setup process. All referred funds must be accepted, regardless of value. The Supplier must: Be authorised under the Financial Services and Markets Act 2000 and experienced in working with trustees, executors, and administrators. Provide services equivalent to those offered to professional trustees, including both discretionary and advisory investment management. Deliver at least two valuations per year per trust, with additional reports on request. Produce annual investment reports detailing transactions, holdings, valuations, and performance, with supporting evidence for each transaction. Maintain nominee arrangements and custody of investments. Manage dividends and facilitate beneficiary payments as instructed. Provide HMRC-compliant valuations and annual tax reports (CGT and income) as of 5th April.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/046386-2025 |
| 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 | 6 Aug 2025 |
| Submission deadline | 24 Feb 2025 |
| Future notice date | Not specified |
| Award date | 29 Jun 2025 |
| Contract period | 6 Apr 2025 - 6 Apr 2030 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,601,110 |
| Lots value | £1,601,110 |
| Awards value | Not specified |
| Contracts value | £1,592,987 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | MINISTRY OF JUSTICE |
| Locality | LONDON |
| Post town | South West London |
| Postcode | SW1H 9AJ |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI35 Westminster and City of London |
| Local authority | Westminster |
| Electoral ward | St James's |
| Westminster constituency | Cities of London and Westminster |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | CHARLES STANLEY |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services

## Release History

- 6 Aug 2025 at 08:53 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/046386-2025
- 29 Jul 2025 at 20:16 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/044055-2025
- 23 Jan 2025 at 14:26 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/002382-2025

## Notice URLs

- https://ministryofjusticecommercial.bravosolution.co.uk
- https://ministryofjusticecommercial.bravosolution.co.uk/web/login.html

## Provenance

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