SE Pension Scheme – Administrative, Actuarial and Ancillary Services (LOT1) and Investment Consulting Services (LOT2)
The purpose of this Invitation to Tender is to appoint one supplier to each of 2 Lots. The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of Actuarial, Administration and Ancillary Services (LOT 1) and Investment Consulting Services (LOT 2) for the period of 01 April 2021 to 31 March 2024 with the option to extend for a further 12 months. - LOT 1 - Pensions - Administrative, Actuarial and Ancillary Services o Actuarial, including Scheme Actuary o P...
Buyer
Scottish Enterprise
Value
£2,650,000
Published
15 Sept 2020
Closes
26 Oct 2020
Procurement details
Source
Pcs
Region
United Kingdom
Procurement method
Open
Category
Services
Contract starts
Not provided
Contract ends
Not provided
CPV classifications
66141000
Pension fund management services
66523000
Pension fund consultancy services
66520000
Pension services
66522000
Group pension services
66131100
Pension investment services
66523100
Pension fund administration services
Lots
Lot 1 LOT 1 - Pensions - Administrative, Actuarial and Ancillary Services
£2,000,000
The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of Actuarial, Administration and Ancillary Services (LOT 1) for the period of 01 April 2021 to 31 March 2024 with the option to extend for a further 12 months to 31 March 2025. This lot specifically covers the following services: o Actuarial...
Delivery: Scotland
Lot 2 LOT 2 - Pensions - Investment Consulting Service
£650,000
The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of Investment Consulting Services (LOT 2) for the period of 01 April 2021 to 31 March 2024 with the option to extend for a further 12 months to 31 March 2025. This lot specifically covers the following services: o Investment Consulting
Delivery: Scotland
Documents
Unlock document linkSE Pension Scheme – Administrative, Actuarial and Ancillary Services (LOT1) and Investment Consulting Services (LOT2)
Not provided
The purpose of this Invitation to Tender is to appoint one supplier to each of 2 Lots. The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of Actuarial, Administration and A...
Contract notice · Web page
P21-0025 - Invitation to Tender
17 Sept 2020
Word document
Appendix 10 - Supplier as a Controller & Processor, Risks & Mitigations
17 Sept 2020
Excel spreadsheet
Specification Annex A - LOT 1 Additional Scope of Services Information
17 Sept 2020
Excel spreadsheet
Specification Annex B - IID 2019 (WIP)
17 Sept 2020
Specification Annex C - Pensions Update 2019 (includes AVR SFS 31 March 2017)
17 Sept 2020
Specification Annex D - AVR 31 March 2017 SFP
17 Sept 2020
Specification Annex E - SIP August 2019
17 Sept 2020
Specification Annex F - Accounts to 31st March 2020
17 Sept 2020
Specification Annex G - Member Booklet (2020)
17 Sept 2020
Specification Annex H - AVS SOC 31 March 2017
17 Sept 2020
Specification Annex I - AVR 31 March 2017
17 Sept 2020
Contains public sector information licensed under the Open Government Licence v3.0.