Competition with a shortlist
Competitive procedure with a selection stage: suppliers were shortlisted before being invited to bid.
Key facts
- Buyer
- University of Bristol · Body governed by public law
- Value
- £13,500,000
- Procedure
- Competitive procedure with negotiation
- Sector
- Financial & insurance services · Pension fund management services (CPV 66141000)
- Region
- South West
- Official notice
- 039155-2025 on Find a Tender
- Timeline
-
- Contract date27 Aug 2024
- Published11 Jul 2025Published 318 days after the contract date
Description
The objective of this Procurement is for the University of Bristol Pension and Assurance Scheme ("the Pension Scheme") to contract with a Fiduciary Management provider ("FM Provider) for fiduciary management services which will include provision of the necessary investment consultancy advice to allow the Trustees to set the strategic investment objectives for the Pension Scheme. The FM Provider will be responsible for reviewing and refining the de-risking plan in full discussion with the Trustee and the Pension Scheme's actuary, and University, as well as investing the assets. The appointed FM Provider will be required to take instructions from the Trustee as well as other persons notified to the FM Provider by the Trustee from time to time.
About the supplier
Van Lanschot Kempen Investment Management (UK) Ltd: every public contract they have won, plus their Companies House record (company 02833264).