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Official procurement procedure
Fiduciary Management Services for Pension & Assurance Scheme
Insurance and pension services
Pension fund management services
Pension investment services
+1 more
UK
Published value
Not published
Submission deadline Not published
Lots published1
Procurement Executive Summary
AI & Search Synopsis
Generated from official OCDS record
Tenderline Synopsis: University of Bristol: "Fiduciary Management Services for Pension & Assurance Scheme". Published status: complete. Published value: Value not published. 1 published lot. Submission deadline not published. See the official notice for participation instructions.
| Contracting Authority | University of Bristol | Scope & Categories | Not published | Submission Window | complete No deadline published |
|---|---|---|---|---|---|
| Submission Gateway | Direct notice route | Legal Basis & Regime | Standard procurement | Estimated Value (exc. VAT) | Not published |
Bidder Intelligence · Authority Profile: University of Bristol
Market Analytics
Derived from OCDS awards & bid statistics
Published history for University of Bristol. These figures describe retained records, not a forecast of bids or a measure of buyer bias.
Published-to-award variance
Not availableInsufficient comparable data
Competition Density
4Bids / Report
Supplier ConcentrationNo estimate
Insufficient attributable awardsNo concentration estimate availablePayment Terms
Check noticePublished terms
Coverage: 74 active published awards; 69 bid reports (which may be per lot). Supplier values exclude multi-supplier awards, frameworks and DPS, and use GBP only. They are published award values, not payments. Published-to-award variance compares single-lot, single-award, single-supplier GBP procedures with explicitly non-framework/non-DPS status; increases remain in the average. Unpublished data stays unknown. Awarded suppliers are winners, not all bidders.
Procedure terms
Contracting AuthorityUniversity of Bristol | Procedure methodNot published | Procurement categoryNot published |
Statuscomplete | Framework / DPSNot published | CompetitionNot published |
Above thresholdNot published | Legal basisNot published | Tender period startsNot published |
Clarification deadlineNot published | Electronic submissionNot published | Submission languagesNot published |
Published11 Jul 2025, 10:22 BST | Last source update11 Jul 2025, 10:22 BST | Recurring procurementNot published |
ClassificationInsurance and pension services, Pension fund management services, Pension investment services, Pension services | ||
Delivery area UK | ||
OCIDocds-h6vhtk-04858a | ||
What is being bought
The Trustee of the University of Bristol Pension and Assurance Scheme has decided to review the provider who manages the assets of the Scheme on a fiduciary basis. The scheme has assets of approximately 240 000 000 GBP. The appointed organisation will provide a full fiduciary management service to the Trustee of the University of Bristol Pension and Assurance Scheme (UBPAS), together with the necessary support in respect of the delivery of the investments, and operational aspects of investments, of the scheme.
The appointed organisation will decide on, oversee, execute or advise on the some or all of the following:
• Strategic Asset Allocation,
• Tactical Asset Allocation,
• Hedging Strategy Implementation,
• Manager selection,
• Asset class selection,
• Portfolio Construction,
• Managing scheme liquidity,
• Fund reporting,
• Trustee Education,
• Portfolio Implementation,
• Strategic Objectives,
• Risk Budget,
• Constraints,
• Hedging Strategy Design.
What changed
From the official release history
- tender value changed
11 Jul 2025, 10:22 BST - Status changed to complete
11 Jul 2025, 10:22 BST - Official notice release published
11 Jul 2025, 10:22 BST - Submission deadline changed to published date
11 Jul 2025, 10:22 BST - Published value updated to £13,500,000
29 Jul 2024, 14:35 BST - Status changed to active
29 Jul 2024, 14:35 BST - Official notice release published
29 Jul 2024, 14:35 BST - Submission deadline changed to 27 Aug 2024, 16:00 BST
29 Jul 2024, 14:35 BST - Buyer information updated
29 Jul 2024, 14:35 BST
Lots and requirements (1)
Published by the contracting authority
- Lot 1 · #1Individual lot title not publishedcancelledPublished valueNot publishedThe 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.Contract periodNot publishedEligibilityNot publishedOptions / renewalNot published
Timeline
- Procedure published
11 Jul 2025, 10:22 BST - Award active
Not published · Not published - Contract active
Signed 27 Aug 2024, 00:00 BST · £13,500,000
Commercial outcome and competition
Awards VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT (UK) LTD Not published · Not published · active |
Contracts Fiduciary Management Services for Pension & Assurance Scheme £13,500,000 · signed 27 Aug 2024, 00:00 BST · active |
Bid statistics bids: 4 (lot 1) electronicBids: 4 (lot 1) |
Buyer and organisations in this procedure
University of Bristol
Contracting authority GB-FTS-1015Documents (0)
Official links; attachments are not copied
No linked documents are published
Related procedures (0)
No related procedures published