# Pensions Administration Services for the UoB Pension and Assurance Scheme

> A sourced UK public sector contract award published by University of Bristol.

## Key facts

- Buyer: [University of Bristol](/buyers/university-of-bristol/contract-awards)
- Supplier: [Barnett Waddingham LLP](/suppliers/barnett-waddingham/public-sector-contract-awards)
- Award value: £922,778
- Tender value: £750,000
- Award date: 9 July 2018
- Published: 17 August 2018
- Contract start: 1 October 2018
- Contract end: 30 September 2023
- Stage: awarded
- Procurement category: services
- Notice ID: dae84c29-1d2f-4694-bd43-402b7c6eebec-235834
- OCID: ocds-b5fd17-c1a9dd2a-5521-4bc8-8b16-b68694cf22f7

## Description

The Trustees of the University of Bristol Pension and Assurance Scheme have decided to appoint a third party to administer the scheme\. The University of Bristol, which currently administers the scheme, has been instructed by the Trustees of the Scheme to run a tender process with the intention of identifying and awarding a contract to the most economically advantageous tender\. The decision to award a contract to the highest scoring bidder was made by the Scheme's Trustees\. At the date of the last annual report the scheme, which is closed to new members, had a total of 4 840members, \(968 active members, 1 565 pensioners, 211 dependants and 2 096 deferred pensions held in the fund\)\. The scheme has assets of approximately 300 000 000 GBP\. Essential services to be provided include, but are not limited to: Member record keeping - includes benefit calculations and preparation of annual benefits statements; Dealing with member cases directly \(e\.g\. transfers, retirements, queries\); Client reporting \(e\.g\. admin reports or real time information\); Liaison with death benefit insurers; Pensioner Payroll; Treasury and accounting \(including cash management and preparation of annual report and accounts\); Interfacing with the University of Bristol's HR and Payroll system; Dealing with regulatory authorities; Attendance at Trustee meetings\. Services of interest but not vital include: Online access for members and Trustees Possible ad hoc additional services include: Member Communication \(e\.g\. production of an annual newsletter\); Broking of group life insurance\.

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## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/dae84c29-1d2f-4694-bd43-402b7c6eebec-235834)