---
title: "Provision of Independent Financial Advice for Staff"
ocid: "ocds-r6ebe6-0000793322"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000793322"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000793322.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000793322.json"
source: "Public Contracts Scotland"
current_stage: "Planning"
buyer: "UNIVERSITY OF STRATHCLYDE"
published: "2025-03-17"
---

# Provision of Independent Financial Advice for Staff

Buyer: UNIVERSITY OF STRATHCLYDE  
Current stage: Planning  
OCID: ocds-r6ebe6-0000793322

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## Summary

The University of Strathclyde, located in Glasgow, is in the Planning stage for its tender titled "Provision of Independent Financial Advice for Staff." This procurement process concerns the Education sector and involves staff transferring from the Strathclyde Pension Fund to the University Superannuation Scheme. The university seeks suppliers to provide individual financial advice sessions lasting up to 45 minutes to affected staff members. Expression of interest must be submitted promptly, as the staff must confirm their intention to attend by 1 April 2025, and the appointments will take place before 1 May 2025.

This tender presents significant opportunities for businesses specialising in financial advisory services, particularly those adept at handling diverse client groups with varying levels of pension knowledge and financial savviness. Suppliers who can offer both face-to-face and online sessions, and provide flexible booking systems, will find this contract beneficial for growth. Advisors suited to this tender should be well-qualified and experienced in delivering clear, tailored financial advice to a wide variety of staff, offering crucial support during a period of pension transition. Successful bidders will need to demonstrate availability for numerous appointments within the specified time frame.

## Notice

The University of Strathclyde is about to embark on a pension harmonisation process which will involve circa 1300 staff transferring from Strathclyde Pension Fund (SPF) into the University Superannuation Scheme (USS). To support this transfer, the University is offering all affected staff the opportunity of a session of up to 45 minutes (preferably in person on the University Campus) with an Independent Financial Adviser. Whilst the offer of a 45-minute financial advice appointment will be made to all 1300 affected staff, it is anticipated that only a portion of those staff will seek this advice. The University, therefore seeks expressions of interest from suppliers able to offer these services.

### Lot Information

Lot 1

Please refer to the previous for an overview of the requirement. Additional information is outlined below Whilst the offer of a 45-minute financial advice appointment will be made to all 1300 affected staff, it is anticipated that only a portion of those staff will seek this advice. Most of these staff are current members of the Strathclyde Pension Fund, and there are some who are not members of any pension scheme. The staff grouping comprises of various staff categories such as operational staff, trades staff (such as joiners, plumbers etc), technicians, library staff, and professional services staff. There is a wide spectrum of pension knowledge and overall financial understanding. In addition, there is a very wide range of length of pension membership and salary points. It is important to note that there is a significant proportion of this group of staff who do not use computers on a regular basis, may not access their work email account and may need support to access an online appointment. We wish to offer a financial advice appointment that is accessible, tailored, and useful for all staff, regardless of their role, financial awareness, or technology access. Staff who wish to access the service will be asked to confirm this by 1 April 2025, and meetings must take place before 1 May 2025; therefore, expressions of interest should only be noted by suppliers who can offer availability for a significant number of appointments prior to 1 May 2025. A full scope of service will be provided to those who are contacted for further engagement following receipt of their EOI. A high level overview of the service is noted below Suppliers must provide an user-friendly booking approach that allows staff to schedule their appointment together with provision for HR and Pension staff to support staff in scheduling appointments were required. Face to Face and online meeting availability to support staff as required with advisors who are trained to communicate with a diverse group of staff members, respecting different educational backgrounds and knowledge levels. The financial advice should be clear and straightforward and tailored to the individual. Advisers must be suitably qualified and experienced to offer advice.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR526085 |
| Notice type | PCS Notice - Website Prior Information Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 17 Mar 2025 |
| Submission deadline | Not specified |
| Future notice date | 27 Mar 2025 |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £45,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planned |
| Lots status | Planned |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | UNIVERSITY OF STRATHCLYDE |
| Locality | GLASGOW |
| Post town | Glasgow |
| Postcode | G1 1XU |
| 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 East |
| Delivery location | TLM82 Glasgow City |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66170000 - Financial consultancy, financial transaction processing and clearing-house services

## Release History

- 17 Mar 2025 at 00:00 - Planning - PCS Notice - Website Prior Information Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR526085

## Documents

- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR526085
  Provision of Independent Financial Advice for Staff - The University of Strathclyde is about to embark on a pension harmonisation process which will involve circa 1300 staff transferring from Strathclyde Pension Fund (SPF) into the University Superannuation Scheme (USS). To support this transfer, the University is offering all affected staff the opportunity of a session of up to 45 minutes (preferably in person on the University Campus) with an Independent Financial Adviser. Whilst the offer of a 45-minute financial advice appointment will be made to all 1300 affected staff, it is anticipated that only a portion of those staff will seek this advice. The University, therefore seeks expressions of interest from suppliers able to offer these services.

## Notice URLs

- http://
- http://www.strath.ac.uk/
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000793322
- https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=793322

## 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-r6ebe6-0000793322. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000793322.json.