Skip to content

Contract award record

Independent Investment Advisor for the Staffordshire Pension Fund

Notice details

Published
Category
services
Buyer region
West Midlands

Public buyer and contract winner

awarded to

Contract winner

Carolan Dobson

Award value£180,000

  1. Awarded
    Completed
  2. Start
    Current phase
  3. End
    Upcoming

Work description

Staffordshire County Council is the Administering Authority for the Staffordshire Pension Fund ('the Fund'). The Fund has a total membership of 119,000, consisting of around 34,000 active members, 42,000 retired pensioners and dependants, and 43,000 deferred members. As of 31 December 2023, the assets of the Fund were in excess of £7.1 billion.

The appointment will take the form of a contractual agreement between the appointed provider and Staffordshire County Council, to supply the services outlined below for the Staffordshire Pension Fund, in accordance with the terms agreed in the contract.

The main duties of the independent Investment Adviser are as follows: • To attend quarterly in person meetings of the Pensions Panel; • To attend ad-hoc investment strategy, implementation and manager monitoring meetings with Officers and the appointed Investment Consultant; • To provide ad-hoc advice and attend any other meetings as may be required from time to time.

Related awards

Source: Contracts Finder · Notice 98a85827-0cc0-4e22-b6d0-cb1f92eb7776-777093

View source notice