---
title: "SE Pension Scheme - Administrative, Actuarial and Ancillary Services"
ocid: "ocds-r6ebe6-0000736011"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000736011"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000736011.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000736011.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "SCOTTISH ENTERPRISE"
published: "2024-03-28"
---

# SE Pension Scheme - Administrative, Actuarial and Ancillary Services

Buyer: SCOTTISH ENTERPRISE  
Current stage: Award  
OCID: ocds-r6ebe6-0000736011

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## Summary

The Scottish Enterprise has awarded a contract for SE Pension Scheme - Administrative, Actuarial and Ancillary Services. The procurement process was completed on 28th March 2024. The contract, valued at £1,835,750, was signed on 22nd March 2024. This contract opportunity was within the services category and followed an open procurement method. The procuring entity is Scottish Enterprise based in Glasgow, UK, and the contracting process has reached the award stage.

This tender for SE Pension Scheme services presents a growth opportunity for businesses. Businesses well-suited to compete are those offering administrative, actuarial, and ancillary services related to pension schemes. The contract aims to deliver these services on behalf of the Scottish Enterprise Pension & Life Assurance Scheme. Interested businesses should ensure compliance with the submission deadline and all relevant evaluation criteria for this open procedure procurement opportunity.

## Notice

The purpose of this ITT is to appoint a single supplier to deliver Pensions - Administrative, Actuarial and Ancillary Services on behalf of the Trustees of the Scottish Enterprise Pension & Life Assurance Scheme (the Scheme). The supplier must be able to deliver all the services under this part of the contract.

### Lot Information

Lot 1

The purpose of this ITT is to appoint a single supplier to deliver Pensions - Administrative, Actuarial and Ancillary Services on behalf of the Trustees of the Scottish Enterprise Pension & Life Assurance Scheme (the Scheme). The supplier must be able to deliver all the services under this part of the contract.

Renewal: The contract shall be for a period of 36 months with the option to extend for 1 period of 12 months.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR502008 |
| 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 | 28 Mar 2024 |
| Submission deadline | 30 Aug 2023 |
| Future notice date | Not specified |
| Award date | 22 Mar 2024 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £3,330,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £1,835,750 |

## 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 | HYMANS ROBERTSON |

## 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

- 28 Mar 2024 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR502008
- 26 Jul 2023 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL484593

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=5
  26th July 2023 - P24-0011 - ITT - Appendix 4 - Information and Cyber Security Control Questionnaire - High-Risk
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=6
  26th July 2023 - P24-0011 - ITT - Appendix 4 - Information Security Compliance Questionnaire
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=7
  26th July 2023 - P24-0011 - ITT - Appendix 5 - Supplier as a Controller and Processor Risks and Mitigations
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=8
  26th July 2023 - P24-0011 - ITT - Appendix 7 - Business Continuity Questionnaire
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=9
  26th July 2023 - SPD - Bidder 'Relevant Contract' Climate Change Plan Template
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=10
  26th July 2023 - Specification Annex A - Additional Scope of Services Information
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=11
  26th July 2023 - Specification Annex B - Additional Information on GMP Scope
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=12
  26th July 2023 - Specification Annex C - Pensions Update 2022 (includes AVR SFS 31 March 2020)
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=13
  26th July 2023 - Specification Annex D - AVR 31 March 2020 SFP
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=14
  26th July 2023 - Specification Annex E - SIP August 2019
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=15
  26th July 2023 - Specification Annex F - Accounts to 31st March 2022
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=16
  26th July 2023 - Specification Annex G - Member Booklet (2022)
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=17
  26th July 2023 - Specification Annex H - 31 March 2020 Valuation Schedule of Contributions
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=18
  26th July 2023 - Specification Annex I - 31 March 2020 valuation report
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=1
  26th July 2023 - P24-0011 - Invitation to Tender (ITT)
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=2
  26th July 2023 - P24-0011 - ITT - Appendix 1 - Off-Payroll Working Rules Outcome
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=3
  26th July 2023 - P24-0011 - ITT - Appendix 2 - Tender Response Document
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL484593&idx=4
  26th July 2023 - P24-0011 - ITT - Appendix 3 - Monitoring Information
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL484593
  SE Pension Scheme - Administrative, Actuarial and Ancillary Services - The purpose of this ITT is to appoint a single supplier to deliver Pensions - Administrative, Actuarial and Ancillary Services on behalf of the Trustees of the Scottish Enterprise Pension & Life Assurance Scheme (the Scheme). The supplier must be able to deliver all the services under this part of the contract.
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR502008
  SE Pension Scheme - Administrative, Actuarial and Ancillary Services - The purpose of this ITT is to appoint a single supplier to deliver Pensions - Administrative, Actuarial and Ancillary Services on behalf of the Trustees of the Scottish Enterprise Pension & Life Assurance Scheme (the Scheme). The supplier must be able to deliver all the services under this part of the contract.

## Notice URLs

- http://
- http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries
- http://www.scottish-enterprise.com/
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000736011
- https://www.gov.scot/publications/single-point-of-enquiry/
- https://www.publiccontractsscotland.gov.uk/
- 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-r6ebe6-0000736011. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000736011.json.