Awarded Contractocds-kuma6s-137239

Provision of Fiduciary Management services to Aberystwyth University Pension Scheme

To provide a FM service to Aberystwyth University Pension Scheme (“the Scheme”) together with the necessary investment consultancy advice for the Defined Benefit section of the Plan only to allow the Trustee to set the strategic investment objectives for the Fund and help consideration of the development of a de-risking plan.

Buyer

Aberystwyth University

Value

£1,500,000

Published

24 Oct 2024

Closes

31 Jan 2024

Procurement details

Source

Sell2Wales

Region

South West Wales

Procurement method

Open

Category

Services

Contract starts

Not provided

Contract ends

Not provided

CPV classifications

66131100

Pension investment services

66141000

Pension fund management services

66520000

Pension services

66523000

Pension fund consultancy services

Lots

Lot 1 Provision of Fiduciary Management services to Aberystwyth University Pension Scheme

£1,500,000

Fulfilling these roles will involve the appointed FM taking instructions from the Trustee Board as well as other persons notified to the FM from time to time. Whilst this is proceeding through the University's procurement process the appointment will be a decision for trustees and all obligations and duties of the FM manager are owed to the trustees. The tru...

Delivery: West Wales and The Valleys

Provision of Fiduciary Management services to Aberystwyth University Pension Scheme

Not provided

To provide a FM service to Aberystwyth University Pension Scheme (“the Scheme”) together with the necessary investment consultancy advice for the Defined Benefit section of the Plan only to allow the Trustee to set the strategic investment...

Contract notice · Web page

Provision of Fiduciary Management services to Aberystwyth University Pension Scheme

Not provided

To provide a FM service to Aberystwyth University Pension Scheme (“the Scheme”) together with the necessary investment consultancy advice for the Defined Benefit section of the Plan only to allow the Trustee to set the strategic investment...

Award notice · Web page

Contains public sector information licensed under the Open Government Licence v3.0.