---
title: "Pensions - Actuarial services and benefits consultancy"
ocid: "ocds-r6ebe6-0000541407"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000541407"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000541407.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000541407.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "SCOTTISH ENTERPRISE"
published: "2018-11-22"
---

# Pensions - Actuarial services and benefits consultancy

Buyer: SCOTTISH ENTERPRISE  
Current stage: Award  
OCID: ocds-r6ebe6-0000541407

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## Summary

The procurement process is conducted by Scottish Enterprise, based in Glasgow, UK, for the contract titled "Pensions - Actuarial services and benefits consultancy". This tender falls under the services category and is currently in the Award stage, having been awarded to KPMG. The contract is valued at £54,160 and is set to run from 1 August 2018 to 31 July 2021, with the possibility of a one-year extension. The selection process used was the Open procedure, allowing for broad participation.

This tender represents a significant opportunity for businesses involved in actuarial services and consultancy. Firms that offer expertise in pension management, staff communication, and accounting would be well-suited to compete for similar contracts in the future, particularly as this contract is expected to be re-procured in approximately three years. The open nature of the procurement method enhances the likelihood of securing business from public sector clients like Scottish Enterprise.

## Notice

Scottish Enterprise (SE) would like to invite tenders for the provision of actuarial pension and consultancy advice to the organisation which is independent of the Trustees' adviser. The SE Pension and Life Assurance Scheme (the Scheme) has its own Actuaries' and Consultants. SE requires the supplier to provide the following services are part of this contract: - Pension and benefits consultancy - Actuarial advice - Accounting advice and information - Staff communications The contract is anticipated to run from 1 August 2018 to 31 July 2021, with the option to extend for an additional 1 year. The tender is being carried out through the Open route.

### Lot Information

Lot 1

Scottish Enterprise (SE) would like to invite tenders for the provision of actuarial pension and consultancy advice to the organisation which is independent of the Trustees' adviser. The SE Pension and Life Assurance Scheme (the Scheme) has its own Actuaries' and Consultants. SE requires the supplier to provide the following services are part of this contract: - Pension and benefits consultancy - Actuarial advice - Accounting advice and information - Staff communications The contract is anticipated to run from 1 August 2018 to 31 July 2021, with the option to extend for an additional 1 year.

Renewal: It is anticipated that the contract will run for an initial period of 36 months with the option to extend for an additional 12 months.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV337832 |
| Notice type | PCS Notice - Website 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 | 22 Nov 2018 |
| Submission deadline | 12 Jun 2018 |
| Future notice date | Not specified |
| Award date | 19 Nov 2018 |
| Contract period | Not specified |
| Recurrence | This will be re-procured in 3 years time, or 4 if the option to extend is used. |

## Values

| Field | Value |
| --- | --- |
| Tender value | £60,000 |
| Lots value | £60,000 |
| Awards value | Not specified |
| Contracts value | £54,160 |

## 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 |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | KPMG |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services
- 66500000 - Insurance and pension services
- 66519600 - Actuarial services
- 66523000 - Pension fund consultancy services
- 66523100 - Pension fund administration services

## Release History

- 22 Nov 2018 at 00:00 - Award - PCS Notice - Website Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV337832
- 9 May 2018 at 00:00 - Tender - PCS Notice - Website Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY318699

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAY318699&idx=6
  9th May 2018 - Appendix D
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAY318699&idx=4
  9th May 2018 - Appendix B
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAY318699&idx=5
  9th May 2018 - Appendix C
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAY318699&idx=1
  9th May 2018 - Invitation to tender
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAY318699&idx=2
  9th May 2018 - Pricing Schedule
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAY318699&idx=3
  9th May 2018 - Appendix A
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY318699
  Pensions - Actuarial services and benefits consultancy - Scottish Enterprise (SE) would like to invite tenders for the provision of actuarial pension and consultancy advice to the organisation which is independent of the Trustees' adviser. The SE Pension and Life Assurance Scheme (the Scheme) has its own Actuaries' and Consultants. SE requires the supplier to provide the following services are part of this contract: - Pension and benefits consultancy - Actuarial advice - Accounting advice and information - Staff communications The contract is anticipated to run from 1 August 2018 to 31 July 2021, with the option to extend for an additional 1 year. The tender is being carried out through the Open route.
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV337832
  Pensions - Actuarial services and benefits consultancy - Scottish Enterprise (SE) would like to invite tenders for the provision of actuarial pension and consultancy advice to the organisation which is independent of the Trustees' adviser. The SE Pension and Life Assurance Scheme (the Scheme) has its own Actuaries' and Consultants. SE requires the supplier to provide the following services are part of this contract: - Pension and benefits consultancy - Actuarial advice - Accounting advice and information - Staff communications The contract is anticipated to run from 1 August 2018 to 31 July 2021, with the option to extend for an additional 1 year. The tender is being carried out through the Open route.

## 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-r6ebe6-0000541407
- https://www.scottish-enterprise.com/help/contact-us

## 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-r6ebe6-0000541407. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000541407.json.