Scope
Description
THIS IS NOT A TENDERING OPPORTUNITY. Carmarthenshire County Council, as the administering authority for the Dyfed Pension Fund, has renewed the contract of the Independent Investment Adviser.
Contract 1. Dyfed Pension Fund Independent Investment Adviser
Supplier
Contract value
- £150,000 excluding VAT
- £180,000 including VAT
Below the relevant threshold
Date signed
1 October 2025
Contract dates
- 1 October 2025 to 30 September 2028
- Possible extension to 30 September 2030
- 5 years
Description of possible extension:
There is an option to extend this contract by up to 24 months subject to funding and performance.
Main procurement category
Services
CPV classifications
- 66000000 - Financial and insurance services
Contract locations
- UKL14 - South West Wales
Procedure
Procedure type
Below threshold - open competition
Supplier
Apex Investment Advisers Limited
- Public Procurement Organisation Number: PZGP-9247-LGWP
140 Aldersgate Street
London
EC1A 4HY
United Kingdom
Region: UKI31 - Camden and City of London
Small or medium-sized enterprise (SME): Yes
Voluntary, community or social enterprise (VCSE): No
Contract 1. Dyfed Pension Fund Independent Investment Adviser
Contracting authority
Carmarthenshire County Council
- Public Procurement Organisation Number: PTVL-7854-TMRZ
County Hall
Carmarthen
SA31 1JP
United Kingdom
Region: UKL14 - South West Wales
Organisation type: Public authority - sub-central government
Devolved regulations that apply: Wales