---
title: "Scottish Enterprise Pension Advice"
ocid: "ocds-r6ebe6-0000680234"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000680234"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000680234.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000680234.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "SCOTTISH ENTERPRISE"
published: "2022-08-02"
---

# Scottish Enterprise Pension Advice

Buyer: SCOTTISH ENTERPRISE  
Current stage: Award  
OCID: ocds-r6ebe6-0000680234

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## Summary

The Scottish Enterprise is currently in the award stage of the procurement process for the contract titled "Scottish Enterprise Pension Advice." This tender falls under the services category and is located in Glasgow, UK. The procurement method employed is the open procedure, with an initial contract period running from 1st August 2022 to 31st July 2027. The contract, valued at £305,000, was signed on 15th June 2022, offering accounting, actuarial, and pension advice, independent of the Trustees' adviser.

This tender presents significant opportunities for businesses specialising in financial services, particularly in accounting and actuarial advisory roles. Firms with expertise in pension and benefits consultancy are well-suited to compete, especially those capable of providing quality pension support and staff communication services over a five-year contract period. The open nature of the procurement process means that both large organizations and experienced small and medium-sized enterprises may consider submitting a tender for this enticing opportunity.

## Notice

Scottish Enterprise (SE) would like to invite tenders for the provision of accounting advice, actuarial advice and pension and benefits advice to the organisation which is independent of the Trustees' adviser, for a period of 5 years from 1st August 2022 to 31st July 2027. The Scottish Enterprise Pension and Life Assurance Scheme (SEPLAS) "the scheme", has it's own actuaries and advisers in place. The tender will be carried out through the Open process

### Lot Information

Lot 1

Scottish Enterprise (SE) would like to invite tenders for the provision of accounting advice, actuarial advice and pension and benefits 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 Advisers) for the period from 1st August 2022 to 31st July 2027. We intend to appoint a single supplier to provide this service. Scottish Enterprise will require the following services within the the scope of this contract: - Accounting advice and information - Pension and benefits support - Actuarial advice - Staff communications There will also be a degree of ad hoc work required, however the level of this cannot be determined or guaranteed. We plan to put a contract in place for a total of five years due to the timings of the next two 3-yearly valuations which will take place under this contract.. See attached ITT for full details

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=AUG455213 |
| 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 | 2 Aug 2022 |
| Submission deadline | 10 Mar 2022 |
| Future notice date | Not specified |
| Award date | 15 Jun 2022 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £305,000 |
| Lots value | £305,000 |
| Awards value | Not specified |
| Contracts value | £305,000 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SCOTTISH ENTERPRISE |
| Additional buyers | SCOTTISH GOVERNMENT |
| 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 | ISIO |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66500000 - Insurance and pension services
- 66520000 - Pension services

## Release History

- 2 Aug 2022 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=AUG455213
- 7 Feb 2022 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB439955

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB439955&idx=2
  22nd February 2022 - Appendix 2 - Tender response document
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB439955&idx=9
  22nd February 2022 - Appendix 2 - Tender response document
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB439955&idx=1
  7th February 2022 - Pricing
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB439955&idx=3
  7th February 2022 - Appendix 3 - Monitoring Form
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB439955&idx=4
  7th February 2022 - Appendix A - 2021 - Annual Report
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB439955&idx=5
  7th February 2022 - Appendix B - Pension Guide
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB439955&idx=6
  7th February 2022 - Appendix 1 - CEST
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB439955&idx=7
  7th February 2022 - Appendix C - March 2020 Valuation
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB439955&idx=8
  7th February 2022 - P22-0010 - Invitation to Tender
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB439955
  Scottish Enterprise Pension Advice - Scottish Enterprise (SE) would like to invite tenders for the provision of accounting advice, actuarial advice and pension and benefits advice to the organisation which is independent of the Trustees' adviser, for a period of 5 years from 1st August 2022 to 31st July 2027. The Scottish Enterprise Pension and Life Assurance Scheme (SEPLAS) "the scheme", has it's own actuaries and advisers in place. The tender will be carried out through the Open process
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=AUG455213
  Scottish Enterprise Pension Advice - Scottish Enterprise (SE) would like to invite tenders for the provision of accounting advice, actuarial advice and pension and benefits advice to the organisation which is independent of the Trustees' adviser, for a period of 5 years from 1st August 2022 to 31st July 2027. The Scottish Enterprise Pension and Life Assurance Scheme (SEPLAS) "the scheme", has it's own actuaries and advisers in place. The tender will be carried out through the Open process

## Notice URLs

- http://
- http://www.publiccontractsscotland.gov.uk
- http://www.scotland.gov.uk
- http://www.scottish-enterprise.com/
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000680234
- https://www.scotcourts.gov.uk/the-courts/court-locations/glasgow-sheriff-court-and-justice-of-the-peace-court
- 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-r6ebe6-0000680234. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000680234.json.