Pensions Consultancy Service for English Heritage

Concepts

• pension fund consultancy
• swindon
• pensions legislation
• pensions operations
• our current defined contribution default pension fund
• our current dc default pension fund
• eh’s pensions literature
• customer service
• the pension fund
• a pensions consultancy

Location

This is a pensions consultancy service for the charity - which has regional bases across England

Description

We are seeking to appoint a pensions consultancy to:• Review the appropriateness of our current defined contribution default pension fund, and provider, relative to the profile of our workforce• Do a detailed governance review of the pension fund and provider annually, relative to investment performance, customer service, etc.• Produce and update EH’s pensions literature for the workforce, so that it is accessible and easily understood• Keep EH up to date with changes to pensions legislation and best practice and make suggestions as to how pensions operations could be improved.

Total Quantity or Scope

We are seeking to appoint a pensions consultancy to:• Review the appropriateness of our current DC default pension fund, and provider, relative to the profile of our workforce• Do a detailed governance review of the pension fund and provider annually, relative to investment performance, customer service, etc.• Produce and update EH’s pensions literature for the workforce, so that it is accessible and easily understood• Keep EH up to date with changes to pensions legislation and best practice and make suggestions as to how pensions operations could be improved.

Renewal Options

The above dates include an initial term of 3 years, with provision to extend by 2 further year - maximum term of 5 years.

CPV Codes

• 66523000 - Pension fund consultancy services

Indicators

• Bids should cover the whole contract.
• Renewals are available.
• Professional qualifications are sought.
• Award on basis of price and quality.