Open Closing in a 28 days

Independent Investment Adviser Services

Descriptions

The Adviser must produce quarterly analyses and recommendations for the Pensions Committee meetings, attend the Committee meetings in person to brief the Committee on performance. Recommendations will be related to changes in the investment asset allocations and other matters as detailed in the Service Description section below.

 

The adviser will give an opinion on Bromley's investments in equities, bonds, property, and other asset classes at key dates, and support the committee in scrutinising investment managers' performance. Furthermore, the adviser will be expected to maintain and update Bromley's climate change annual report.

Timeline

Published Date :

31st Oct 2025 3 days ago

Deadline :

1st Dec 2025 in a 28 days

Contract Start :

31st Mar 2026

Contract End :

31st Mar 2032

Tender Regions

CPV Codes

Keywords

pension fund investing

retirement fund management

pension portfolio

retirement savings investment

pension asset allocation

pension fund services

retirement investment solutions

pension advisory

pension capital management

retirement planning investments

Tender Lot Details

2 Tender Lots

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Workflows

Status :

Open

Procedure :

N/A

Suitable for SME :

Yes

Nationwide :

No

Assign to :

Tender Progress :

0%

Details

Notice Type :

Tender

Tender Identifier :

IT-378-246-T: 2024 - 001

Tenderbase ID :

310724019

Low Value :

£100K

High Value :

£1000K

Buyer Information

Address :

Liverpool Merseyside , Merseyside , L13 0BQ

Website :

N/A

Procurement contact

Name :

Tina Smith

Phone :

0151 252 3243

Email :

tina.smith@shared-ed.ac.uk

Possible Competitors

1 Possible Competitors