Pension Fund Independent Advisor
Somerset Council · published 10 Nov 2026
- Deadline
- 8 Dec 2026, 12:00 · questions by 24 Nov 2026, 23:59
- Estimated value
- £360,000 excluding VAT where stated
- Procedure
- Open procedure · above threshold
- Contract dates
- 1 Feb 2027 to 31 Jan 2030
- Where
- South West
- Categories (CPV)
- 66131100 Pension investment services
- 66141000 Pension fund management services
- 66500000 Insurance and pension services
- 79000000 Business services: law, marketing, consulting, recruitment, printing and security
- Small businesses
- The buyer marks this as suitable for SMEs.
- Award criteria
- Quality (quality)70%
- Price (price)30%
Description
We are seeking a contract with an organisation who will provide a named individual to fulfil the role of Independent Person but will be able to demonstrate a wider level of expertise within the organisation to support the named individual. Both the applicant organisation and the named individual will be expected to demonstrate that they can meet the requirements of the regulations and accompanying Statutory Guidance. If for any reason the named individual can no longer meet the needs of the contract during the contract period we would expect the successful organisation to provide a suitable alternate named individual.
Deciding whether to bid?
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