# Independent Investment Advisor for the Staffordshire Pension Fund

> Contract award record from UK public-sector procurement sources.

## Key facts

- Public buyer: [Staffordshire County Council](/buyers/staffordshire-county-council/contract-awards)
- Contract winner: Carolan Dobson
- Award value: £180,000
- Tender value: £180,000
- Award date: 14 August 2024
- Published: 14 August 2024
- Contract start: 1 September 2024
- Contract end: 31 August 2030
- Stage: awarded
- Procurement category: services
- Notice ID: 98a85827-0cc0-4e22-b6d0-cb1f92eb7776-777093
- OCID: ocds-b5fd17-f74ad0d4-2ecc-40e6-8339-5245f271a477

## 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 contract awards

- [Tarmac Call Offs](/contracts/ocds-b5fd17-a27c7014-b4be-433c-be30-d4cc3047792a): Staffordshire County Council
- [IA3213 Staffordshire Children and Young People's Flexible Framework Contract Awards](/contracts/ocds-b5fd17-5edb3b34-46d6-472d-a2ad-5ff332b6a605): Staffordshire County Council
- [For the provision of Transport of Service Users \(Children and Adult Services\) within Staffordshire](/contracts/ocds-b5fd17-21199728-178b-46d9-a0be-317d10b7da43): Staffordshire County Council

## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/98a85827-0cc0-4e22-b6d0-cb1f92eb7776-777093)