Published date: 5 August 2021

Last edited date: 12 August 2021

Closed opportunity - This means that the contract is currently closed. The buying department may be considering suppliers that have already applied, or no suitable offers were made.


Closing: 24 September 2021, 12pm

Contract summary

Industry

  • Pension services - 66520000

Location of contract

OX1 1ND

Value of contract

£100,000 to £125,000

Procurement reference

OXFS001-DN559740-86994194

Published date

5 August 2021

Closing date

24 September 2021

Closing time

12pm

Contract start date

1 November 2021

Contract end date

31 October 2023

Contract type

Service contract

Procedure type

Open procedure

Any interested supplier may submit a tender in response to an opportunity notice.

Contract is suitable for SMEs?

Yes

Contract is suitable for VCSEs?

Yes


Description

The Oxfordshire Local Government Pension Fund is looking for an Independent Financial Adviser to play a key role in supporting the Pension Fund Committee in delivering its responsibilities in managing the investment of the Fund's assets. The Fund currently has investments of just under £3bn and is looking for an IFA who can provide advice on the investment strategy, the strategic asset allocation and the performance of the portfolios in delivering against the aims of the strategy

Term: 2 Years + The option to extend by 3 individual periods of 1 Year - Total 5 Years

Expression of Interest to be published 11th August 2021


More information

Previous notice about this procurement

Independent Financial Advice to the Pension Fund

  • Opportunity
  • Published 5 August 2021, last edited 12 August 2021

Additional text

Expression of Interest to be published 11th August 2021


About the buyer

Contact name

Stephen King

Address

3rd Floor
County Hall
Oxford
OX1 1ND
England

Telephone

+44 7990367572

Email

stephen.king@oxfordshire.gov.uk

Website

http://www.oxfordshire.gov.uk