--- title: "Pensions - Investment Advice Services" ocid: "ocds-r6ebe6-0000474102" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000474102" markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000474102.md" json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000474102.json" source: "Public Contracts Scotland" current_stage: "Award" buyer: "SCOTTISH ENTERPRISE" published: "2017-07-21" --- # Pensions - Investment Advice Services Buyer: SCOTTISH ENTERPRISE Current stage: Award OCID: ocds-r6ebe6-0000474102 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000474102) [Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000474102.json) ## Summary Scottish Enterprise is the contracting authority seeking proposals for "Pensions - Investment Advice Services" as part of a tender process. This initiative is set to provide investment advisory services for the Scottish Enterprise Pension and Life Assurance Scheme from 1st April 2017 to 31st March 2020, with a potential extension to 31st March 2021. The tender was issued under an open procedure, with submissions accepted electronically through the Public Contracts Scotland portal. The deadline for submissions was 22nd February 2017, and the services will be delivered in Scotland. This contract presents significant business growth opportunities for firms specializing in financial services, particularly those with experience in pension schemes and investment advice. Companies with a robust background in actuarial, administrative, and ancillary services would be well-suited to participate, especially those that can demonstrate relevant experience and meet the financial requirements outlined in the tender. With the potential for annual turnover requirements and comprehensive quality management policies, businesses that meet these criteria are encouraged to engage with this procurement opportunity. ## Notice The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of pensions investment advices services for the period of 1st April 2017 to 31st March 2020 with the option to extend for a further one year to 31st March 2021. The Trustees of the Scheme are considering the services of actuarial, administrative and ancillary services under a separate tender. Interested parties may tender for either or both of the contracts, however an individual submissions is required for each. ### Lot Information Lot 1 The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of pensions investment advices services for the period of 1st April 2017 to 31st March 2020 with the option to extend for a further one year to 31st March 2021. The Trustees of the Scheme are considering the services of actuarial, administrative and ancillary services under a separate tender. Interested parties may tender for either or both of the contracts, however an individual submissions is required for each. This contract will not be divided into Lots as this would make the execution of the contract excessively technically difficult.. 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. ## Key Details | Field | Value | | --- | --- | | Publication source | Public Contracts Scotland | | Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL290260 | | Notice type | OJEU - F3 - Contract Award Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Tender, Award | ## Dates | Field | Value | | --- | --- | | Publication date | 21 Jul 2017 | | Submission deadline | 22 Feb 2017 | | Future notice date | Not specified | | Award date | 28 Jun 2017 | | Contract period | Not specified | | Recurrence | Either 3 years or four years time depending on whether the extension is taken up. This information will appear on our forward plan which will be published on our website. | ## Values | Field | Value | | --- | --- | | Tender value | £500,000 | | Lots value | £1,900,000 | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Complete | | Lots status | Complete | | Awards status | Not specified | | 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 | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66131100 - Pension investment services - 66520000 - Pension services - 66522000 - Group pension services - 66523000 - Pension fund consultancy services - 66523100 - Pension fund administration services ## Release History - 21 Jul 2017 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL290260 - 13 Jan 2017 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN269546 ## Documents - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=13 18th January 2017 - Please complete and return the attached ESPD - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=14 18th January 2017 - Please complete and return the attached ESPD - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=12 16th January 2017 - Invitation to Tender - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=11 16th January 2017 - Attachment 3 - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=10 16th January 2017 - Attachment 10 - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=8 16th January 2017 - Attachment 8 - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=9 16th January 2017 - Attachment 9 - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=7 16th January 2017 - Attachment 7 - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=6 16th January 2017 - Attachment 6 - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=1 16th January 2017 - Appendices 1-5 - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=2 16th January 2017 - Attachment 1 - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=3 16th January 2017 - Attachment 2 - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=4 16th January 2017 - Attachment 4 - https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=5 16th January 2017 - Attachment 5 - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN269546 Pensions - Investment Advice Services - The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of pensions investment advices services for the period of 1st April 2017 to 31st March 2020 with the option to extend for a further one year to 31st March 2021. The Trustees of the Scheme are considering the services of actuarial, administrative and ancillary services under a separate tender. Interested parties may tender for either or both of the contracts, however an individual submissions is required for each. - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL290260 Pensions - Investment Advice Services - The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of pensions investment advices services for the period of 1st April 2017 to 31st March 2020 with the option to extend for a further one year to 31st March 2021. The Trustees of the Scheme are considering the services of actuarial, administrative and ancillary services under a separate tender. Interested parties may tender for either or both of the contracts, however an individual submissions is required for each. ## Notice URLs - http:// - 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-r6ebe6-0000474102 ## 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-r6ebe6-0000474102. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000474102.json.