---
title: "Endowment Investment Advisory Services for NHS Fife"
ocid: "ocds-r6ebe6-0000528879"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000528879"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000528879.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000528879.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "NHS FIFE"
published: "2019-05-16"
---

# Endowment Investment Advisory Services for NHS Fife

Buyer: NHS FIFE  
Current stage: Award  
OCID: ocds-r6ebe6-0000528879

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000528879)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000528879.json)

## Summary

NHS Fife is currently engaging in a procurement process for "Endowment Investment Advisory Services" aimed at supporting the Fife NHS Board Endowment Committee. This process is categorised under the services industry, based in Kirkcaldy, Fife, with a contract value of £127,050. The procurement method utilised is an open procedure, and the associated procurement stage is at the award phase. Key dates of interest include the contract being signed on 13th July 2018, marking its active status.

This tender presents significant opportunities for financial advisory firms, particularly those with expertise in investment management within the healthcare sector. Businesses that possess qualifications recognised by the Financial Services Authority and can demonstrate a proven track record of enhancing capital returns would be well-positioned to compete for this contract. The open nature of the procurement process allows a wide range of businesses to engage, fostering healthy competition and innovation in service delivery.

## Notice

NHS Fife is looking for a Service Provider to deliver Endowment Investment Advisory Service to to Fife NHS Board Endowment Committee

### Lot Information

Lot 1

Tenders are invited for the appointment of Investment Advisor to Fife NHS Board Endowment Committee. The Endowment Funds are invested in terms of the Charities and Trustee Investment (Scotland) Act 2005. The Fund has charitable status and is exempt from Income and Capital Gains Taxes

Renewal: 12 months

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY354522 |
| 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 | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 16 May 2019 |
| Submission deadline | 9 Mar 2018 |
| Future notice date | Not specified |
| Award date | 13 Jul 2018 |
| Contract period | 2 Jul 2018 - 1 Jul 2021 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £144,000 |
| Lots value | £144,000 |
| Awards value | Not specified |
| Contracts value | £127,050 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NHS FIFE |
| Locality | KIRKCALDY, FIFE |
| Post town | Kirkcaldy |
| Postcode | KY1 3NL |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM0 Eastern Scotland |
| ITL 3 | TLM01 Clackmannanshire and Fife |
| Local authority | Fife |
| Electoral ward | Kirkcaldy East |
| Westminster constituency | Cowdenbeath and Kirkcaldy |
| Delivery location | TLM72 Clackmannanshire and Fife |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | STANDARD LIFE WEALTH |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 16 May 2019 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY354522
- 14 May 2019 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY354309
- 6 Feb 2018 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB309328

## Documents

- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB309328
  Endowment Investment Advisory Services for NHS Fife - NHS Fife is looking for a Service Provider to deliver Endowment Investment Advisory Service to to Fife NHS Board Endowment Committee
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY354309
  Endowment Investment Advisory Services for NHS Fife - NHS Fife is looking for a Service Provider to deliver Endowment Investment Advisory Service to to Fife NHS Board Endowment Committee
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY354522
  Endowment Investment Advisory Services for NHS Fife - NHS Fife is looking for a Service Provider to deliver Endowment Investment Advisory Service to to Fife NHS Board Endowment Committee

## Notice URLs

- http://
- http://www.nhsfife.scot.nhs.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000528879
- https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html

## 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-r6ebe6-0000528879. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000528879.json.