Pension fund management services

Tender description

The purpose of this invitation to tender is to appoint one supplier to each of 2 lots. The Trustees of the Scottish Enterprise pension and life assurance scheme (the Scheme) are tendering for the provision of: — actuarial, administration and ancillary services (lot 1), and — investment consulting services (lot 2) for the period of 1 April 2021 to 31 March 2024 with the option to extend for a further 12 months. Lot 1: Pensions — administrative, actuarial and ancillary services • actuarial, including scheme actuary, • pension administration, • scheme accounting, • general consulting, • governance, • scheme communications; Lot 2: Pensions — investment consulting service • investment consulting. Interested parties may tender for either or both of the lots, however an individual submissions is required for each lot. The Trustees of the Scottish Enterprise pension and life assurance scheme (the Scheme) are tendering for the provision of actuarial, administration and ancillary services (Lot 1) for the period of 1 April 2021 to 31 March 2024 with the option to extend for a further 12 months to 31 March 2025. This lot specifically covers the following services: • actuarial, including scheme actuary, • pension administration, • scheme accounting, • General Consulting, • governance, • Scheme communications. The Trustees of the Scottish Enterprise pension and life assurance scheme (the Scheme) are tendering for the provision of investment consulting services (Lot 2) for the period of 1 April 2021 to 31 March 2024 with the option to extend for a further 12 months to 31 March 2025. This lot specifically covers the following services: • investment consulting.