Appointment of Independent Investment Advisor

Appointment of Independent Investment Advisor

The role is to ensure the Fund has access to regular, timely, relevant and current, “on the market” investment related advice and guidance.

Appointment of a new Independent Investment Advisor to the Greater Gwent (Torfaen) Pension Fund

CONTRACT NOTICE – NATIONAL
SERVICES

1 Authority Details

1.1

Authority Name and Address


Torfaen County Borough Council

Civic Centre, Pontypool,

Torfaen

NP4 6YB

UK

Graeme Russell

+44 1495742626

www.sell2wales.gov.uk

1.2

Address from which documentation may be obtained

As in 1.1

1.3

Completed documents must be returned to:

As in 1.1

2 Contract Details

2.1

Title

Appointment of a new Independent Investment Advisor to the Greater Gwent (Torfaen) Pension Fund

2.2

Description of the goods or services required

To appoint a new Independent Investment Advisor to the Greater Gwent (Torfaen) Pension Fund. The role is to ensure the Fund has access to regular, timely, relevant and current, “on the market” investment related advice and guidance. The required advice will be, by its nature, diverse and should be provided on both a pro-active and re-active basis, all in accordance with the Service Specification.

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at http://www.sell2wales.gov.uk/Search/Search_Switch.aspx?ID=31574.

2.3

Notice Coding and Classification

66131100 Pension investment services
66141000 Pension fund management services
66500000 Insurance and pension services
66520000 Pension services
66521000 Individual pension services
66522000 Group pension services
66523000 Pension fund consultancy services
66523100 Pension fund administration services

1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1021 Monmouthshire and Newport

2.4

Total quantity or scope of tender

3 Conditions for Participation

3.1

Minimum standards and qualification required

As specified in the Pre Qualification Questionnaire

4 Administrative Information

4.1

Type of Procedure

Dual stage – Candidates must first pass a selection procedure before being invited to tender or negotiate.

4.2

Reference number attributed to the notice by the contracting authority

T.4172

4.3

Time Limits

a) Time-limit for obtaining documentation

b) Deadline for requests to participate
17-08-2015  Time  14:00

c) Dispatch of invitations to tender 21-08-2015

d) Estimated award date 23-10-2015

4.5

Language or languages in which tenders or requests to participate can be drawn up

EN

4.6

Tender Submission Postbox

5 Other Information

5.1

Additional Information

(WA Ref:31574)

5.2

Additional Documentation

T 4172 – PQQ for the Appointment of a new Independent Investment Advisor to the GG Pension Fund Final
T 4172 – PQQ Return Label for the Appointment of a new Independent Investment Advisor to the GG Pension Fund
T 4172 – Draft ITT for the Appointment of a new Independent Investment Advisor to the GG Pension Fund Final

5.3

Publication date of this notice

28-07-2015

Express an interest online

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