Pension Support Services
The Board of Trustees (the Trustees) of the Highlands and Islands Enterprise Superannuation Scheme (TBTHSS) are inviting bids for pension support services including Administration; Investment and Actuarial and also Guaranteed Minimum Pension (GMP) equalisation exercise. It is expected that these services will be required from 1 May 2022 for an initial period of 3 years with the Trustees having the option to extend for a period or periods together not exceeding 1 calendar year following the Initial Term. Should the...
Buyer
The Board of Trustees of the Highlands and Islands Enterprise Superannuation Scheme
Value
£966,666
Published
2 Dec 2022
Closes
24 Jan 2023
Procurement details
Source
Pcs
Region
United Kingdom
Procurement method
Open
Category
Services
Contract starts
Not provided
Contract ends
Not provided
CPV classifications
66520000
Pension services
66523000
Pension fund consultancy services
66522000
Group pension services
66131100
Pension investment services
66141000
Pension fund management services
66523100
Pension fund administration services
Lots
Lot 1 Pension Support Services
£966,666
The key tasks cover: -Administration – general; scheme accounting; pensioner payroll; governance / scheme secretarial support -Actuarial consultancy -Investment consultancy -Guaranteed Minimum Pension age equalisation exercise. Economic operators may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Pu...
Delivery: United Kingdom
Documents
Unlock document linkPension Support Services
Not provided
The Board of Trustees (the Trustees) of the Highlands and Islands Enterprise Superannuation Scheme (TBTHSS) are inviting bids for pension support services including Administration; Investment and Actuarial and also Guaranteed Minimum Pensio...
Contract notice · Web page
Scope of Requirements and Tender Guidance
2 Dec 2022
Trustees Pension Newsletter 2022
2 Dec 2022
Scheme signed accounts
2 Dec 2022
Statement of investment principles
2 Dec 2022
Pension scheme booklet
2 Dec 2022
Implementation scheme
2 Dec 2022
Terms and Conditions
2 Dec 2022
HIE CoI Policy
2 Dec 2022
Tender Response Form
2 Dec 2022
Word document
SLA spreadsheet
2 Dec 2022
Excel spreadsheet
Cyber Security Response Form
2 Dec 2022
Word document
Contains public sector information licensed under the Open Government Licence v3.0.