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In deliveryUnited KingdomServices£210,000

Independent Investment Adviser Services

Published
Published 31 October 2025
Deadline
Closed 1 December 2025

Overview

The Adviser must produce quarterly analyses and recommendations for the Pensions Committee meetings, attend the Committee meetings in person to brief the Committee on performance. Recommendations will be related to changes in the investment asset allocations and other matters as detailed in the Service Description section below. The adviser will give an opinion on Bromley's investments in equities, bonds, property, and other asset classes at key dates, and support the committee in scrutinising investment managers' performance. Furthermore, the adviser will be expected to maintain and update Bromley's climate change annual report.

Key details

Country
United Kingdom
Status
In delivery
Category
Services
Estimated value
£210,000
Procedure
Open
SME suitable
Yes
Published
31 October 2025
Questions by
18 November 2025
Deadline
Closed
Classification (CPV)
Pension investment services

Award outcome

Awarded value
£201,000
Award date
31 December 2025
Contract period
31 March 2026 → 31 March 2032
Winner
  • APEX INVESTMENT ADVISERS LIMITED

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Notice history

Every published notice in this contracting process, newest first.

  1. Contract

    9 January 2026

    View notice ↗
  2. Contract Notice

    31 October 2025

    View notice ↗

Contracting authority

  • London Borough of Bromley

    Buyer

    Bromley, United Kingdom

    GB-PPON: PBBG-1282-YCXD

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Awarded: Independent Investment Adviser Services — won by APEX INVESTMENT ADVISERS LIMITED — Skim