---
title: "SE Pension Scheme Trustee Services: Investment Consulting Service"
ocid: "ocds-r6ebe6-0000761305"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000761305"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000761305.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000761305.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "SCOTTISH ENTERPRISE"
published: "2024-07-19"
---

# SE Pension Scheme Trustee Services: Investment Consulting Service

Buyer: SCOTTISH ENTERPRISE  
Current stage: Award  
OCID: ocds-r6ebe6-0000761305

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## Summary

The public procurement contracting process involves Scottish Enterprise inviting tenders for the provision of Investment Consulting Services for the SE Pension Scheme. The buying organisation, Scottish Enterprise, based in Glasgow, UK, is the contracting authority. The title of the procurement opportunity is "SE Pension Scheme Trustee Services: Investment Consulting Service" in the services industry category. The procurement stage is currently in the active status with a submission deadline of 1st May 2024. The procurement method is an open procedure for a contract worth £1,200,150 GBP.

This tender by Scottish Enterprise offers opportunities for businesses providing Investment Consulting Services to compete for a significant contract. Companies capable of delivering quality investment consulting services with a focus on added value would be suitable contenders. The buying organisation is seeking providers who can offer innovative solutions while ensuring value for money. Businesses interested in this opportunity should be mindful of the submission deadline and criteria specified in the tender documents to maximise their chances of success.

## Notice

The Trustees of the Scottish Enterprise Pension & Life Assurance Scheme (the Scheme) are tendering to appoint a single supplier for provision of an Investment Consulting Service for the period 1st October 2024 to 30th September 2027 with the option to extend until 30th September 2028.

### Lot Information

Lot 1

The Trustees of the Scottish Enterprise Pension & Life Assurance Scheme (the Scheme) are to tender for the provision of a Investment Consulting Service for the period 1st October 2024 to 30th September 2027 with the option to extend until 30th September 2028. Parties believing they have appropriate capability should respond to this invitation to tender. The Scheme Trustees are looking for a value for money provider, albeit quality of service and personnel will be as important as price. The trustees are seeking a good mix of innovation and pragmatism in their service provider.. 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.

Renewal: It is anticipated that the contract will start on 1 October 2024 for a period of 36 months, with an option to extend for a further 12 months if required.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL510246 |
| 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 | 19 Jul 2024 |
| Submission deadline | 1 May 2024 |
| Future notice date | Not specified |
| Award date | 19 Jul 2024 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,200,150 |
| Lots value | £1,200,150 |
| Awards value | Not specified |
| Contracts value | £1,200,000 |

## 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

- 66131100 - Pension investment services
- 66141000 - Pension fund management services
- 66520000 - Pension services
- 66522000 - Group pension services
- 66523000 - Pension fund consultancy services

## Release History

- 19 Jul 2024 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL510246
- 27 Mar 2024 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR501983

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=1
  27th March 2024 - P24-0106 - Invitation to Tender
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=2
  27th March 2024 - Appendix 1 - IR35 outcome
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=3
  27th March 2024 - Appendix 2 - Tender Response Document
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=4
  27th March 2024 - Appendix 3 - Monitoring Form
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=5
  27th March 2024 - Climate change template
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=6
  27th March 2024 - Annex A
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=7
  27th March 2024 - Annex B
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=8
  27th March 2024 - Annex C
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=9
  27th March 2024 - Annex D
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=10
  27th March 2024 - Annex E
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=11
  27th March 2024 - Annex F
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=12
  27th March 2024 - Annex G
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=13
  27th March 2024 - Annex H
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR501983&idx=14
  27th March 2024 - Annex I
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR501983
  SE Pension Scheme Trustee Services: Investment Consulting Service - The Trustees of the Scottish Enterprise Pension & Life Assurance Scheme (the Scheme) are tendering to appoint a single supplier for provision of an Investment Consulting Service for the period 1st October 2024 to 30th September 2027 with the option to extend until 30th September 2028.
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL510246
  SE Pension Scheme Trustee Services: Investment Consulting Service - The Trustees of the Scottish Enterprise Pension & Life Assurance Scheme (the Scheme) are tendering to appoint a single supplier for provision of an Investment Consulting Service for the period 1st October 2024 to 30th September 2027 with the option to extend until 30th September 2028.

## Notice URLs

- http://
- http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries
- http://www.publiccontractsscotland.gov.uk
- http://www.scotland.gov.uk
- http://www.scottish-enterprise.com/
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000761305
- 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-r6ebe6-0000761305. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000761305.json.