---
title: "Tender for the provision of Pension Advisory Services"
ocid: "ocds-kuma6s-138921"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-kuma6s-138921"
markdown_url: "https://d3tenders.com/contract/ocds-kuma6s-138921.md"
json_url: "https://d3tenders.com/contract/ocds-kuma6s-138921.json"
source: "Sell2Wales"
current_stage: "Award"
buyer: "S4C"
published: "2024-04-17"
---

# Tender for the provision of Pension Advisory Services

Buyer: S4C  
Current stage: Award  
OCID: ocds-kuma6s-138921

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-kuma6s-138921.json)

## Summary

S4C is seeking to appoint a provider for Pension Advisory Services, with the procurement period ending on 1st March 2024. The services involve various aspects of pension management, including advising on pension options, conducting site visits, and compliance with legislative provisions. The tender is targeted at providers experienced in offering pension advisory services.

This opportunity for business growth is ideal for companies specialising in pension investment services, fund management, and consultancy. The procurement process, initiated by S4C, is currently in the tender stage, aiming to award the contract by 11th March 2024. Potential bidders should have a track record of delivering pension services and must comply with S4C's eligibility criteria outlined in the tender documents.

## Notice

S4C is looking to appoint a provider of pension services from 5 April 2024 to provide the services described below across its three locations (the "Services"):2.2.1. providing the interface between S4C/its employees and the group scheme and its provider from time to time;2.2.2. dealing with group scheme administration, such as enrolling new members in the group scheme where required by S4C and providing them with scheme documentation and processing changes in members' personal details or instructions;2.2.3. advising new Employees of S4C on their pension options and processing any pension switches or transfers;2.2.4. providing investment advice to S4C Employee members on their choice of funds within the group scheme and processing any fund switches;2.2.5. providing individual reviews as required, such as existing fund review reports, retirement options reports and lifetime allowance reports;2.2.6. advising and assisting S4C Employee members on their pension options when leaving S4C and processing their options where applicable;2.2.7. advising and assisting S4C Employee members in connection with their retirement from S4C, including advising on the drawing of benefits and processing the payment of benefits;2.2.8. providing general pension regulatory updates to S4C Employees on matters which may affect them;2.2.9. alerting S4C to any pension regulatory changes which may affect it, advising on their implications and assisting with implementing any changes which may be required;2.2.10. ensuring that any group scheme documentation issued to S4C Employees are updated and remain compliant with tax and legislative provisions;2.2.11. assisting S4C Employee members with miscellaneous pension enquiries and assisting in resolving any pension-related problems;2.2.12. assisting S4C with compliance with the auto-enrolment requirements; and2.2.13. from time to time, reviewing and benchmarking the provider of S4C's group scheme, making recommendations to S4C and assisting with implementing any change of provider.Any reference to 'advice' or 'advising' in the services above refers to making formal specific recommendations to a member, which would constitute FCA regulated advice.The Services will include attending site visits at all S4C's offices from time to time, including its offices in Cardiff, Carmarthen and Caernarfon, and conducting one-to-one meetings with S4C Employee members, as well as providing general S4C Employee presentations where appropriate. Written material will include individual written reports as well as issuing standard scheme packs to S4C Employee members. The Services will also include attending meetings with S4C personnel responsible for S4C's pension matters.The successful provider is not expected to advise S4C Employees in relation to the DB Scheme, but a working knowledge of members' entitlement under the DB Scheme may be required in order to provide holistic advice to S4C Employee members on their pension situation. For the avoidance of doubt, the successful provider will not be required to provide advice in respect of transfers from the DB Scheme.The successful provider will be required to advise those retiring or leaving S4C on their pension options and on the claiming of benefits, but otherwise will not be expected to advise any members who are no longer employed by S4C.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Sell2Wales |
| Latest notice | https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=138921 |
| Notice type | S2W Notice - Website Contract Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Not specified |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 17 Apr 2024 |
| Submission deadline | 1 Mar 2024 |
| Future notice date | Not specified |
| Award date | 11 Mar 2024 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Not specified |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | S4C |
| Locality | CAERFYRDDIN |
| Post town | Swansea |
| Postcode | SA31 3EQ |
| Country | Wales |
| ITL 1 | TLL Wales |
| ITL 2 | TLL4 Mid and South West Wales |
| ITL 3 | TLL42 South West Wales |
| Local authority | Carmarthenshire |
| Electoral ward | Carmarthen Town West |
| Westminster constituency | Caerfyrddin |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | BURLEY FOX |

## 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
- 66523100 - Pension fund administration services

## Release History

- 17 Apr 2024 at 16:51 - Award - S2W Notice - Website Contract Award Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=138921
- 9 Feb 2024 at 11:55 - Tender - S2W Notice - Website Invitation to Tender Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=138921

## Documents

- https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=FEB466472&idx=2
  9th February 2024 - Gwahoddiad i Dendr
- https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=FEB466472&idx=3
  9th February 2024 - Draft Agreement
- https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=FEB466472&idx=4
  9th February 2024 - Cytundeb Drafft
- https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=FEB466472&idx=5
  9th February 2024 - Basic Information Form
- https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=FEB466472&idx=6
  9th February 2024 - Ffurflen Wybodaeth Sylfaenol
- https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=FEB466472&idx=1
  9th February 2024 - Invitation to Tender

## Notice URLs

- http://s4c.cymru

## 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-kuma6s-138921. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-kuma6s-138921.json.