Independent Investment Advisor for the Staffordshire Pension Fund

UkTender notice for Independent Investment Advisor for the Staffordshire Pension Fund. The reference ID of the tender is 96799775 and it is closing on 11 Mar 2024.

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Tender Details

  • Country: United Kingdom
  • Summary: Independent Investment Advisor for the Staffordshire Pension Fund
  • GBT Ref No: 96799775
  • Deadline: 11 Mar 2024
  • Competition: ICB
  • Financier: Self Financed
  • Purchaser Ownership: Public
  • Tender Value: 175000
  • Notice Type: Tender
  • Document Ref. No.: IA2834
  • Purchaser's Detail :
  • Purchaser : STAFFORDSHIRE COUNTY COUNCIL
    Tipping Street Stafford ST16 2DH United Kingdom
    Contact Person : Laura Kendall
    Email :laura.kendall@staffordshire.gov.uk

  • Description :
  • Title : Independent Investment Advisor for the Staffordshire Pension Fund
    Location Of Contract : ST16 2DH
    Industry : Pension investment services - 66131100
    Value Of Contract : £175,000
    Description : Staffordshire County Council is the Administering Authority for the Staffordshire Pension Fund ('the Fund'). The Fund has a total membership of 119,000, consisting of around 34,000 active members, 42,000 retired pensioners and dependants, and 43,000 deferred members. As of 31 December 2023, the assets of the Fund were in excess of £7.1 billion.The appointment will take the form of a contractual agreement between the appointed provider and Staffordshire County Council, to supply the services outlined below for the Staffordshire Pension Fund, in accordance with the terms agreed in the contract. The main duties of the independent Investment Adviser are as follows:• To attend quarterly in person meetings of the Pensions Panel; • To attend ad-hoc investment strategy, implementation and manager monitoring meetings with Officers and the appointed Investment Consultant;• To provide ad-hoc advice and attend any other meetings as may be required from time to time.
    Published Date : 12 February 2024
    Closing Date : 11 March 2024
  • Documents :
  •  Tender Notice

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