Dyfed Pension Fund Independent Investment Adviser

Carmarthenshire County Council
Wales
Open procedure
1 October 2025 to 30 September 2028

Provision of independent investment specialist advice to the Dyfed Pension Fund. The adviser supports the administering authority in achieving fund goals through expert financial guidance, strategic oversight, and performance monitoring. The contract requires ongoing professional advisory services over a multi-year term, with performance and funding-dependent extension options.

Open the official notice

Awarded value: £150k; As published
Published: 20 March 2025
Awarded: 1 October 2025; Apex Investment Advisers Limited
Contract length: 36 months; Ends 30 September 2028

What the contract covers

Services contract

Provision of independent investment advisory services to support pension fund governance, strategic asset allocation, and long-term investment goal achievement.

Independent investment specialist advice to help the Dyfed Pension Fund achieve its goals

Terms and requirements

Contract type: Services contract
Procedure: Open procedure
Initial term: 36 months
Extensions: 24 months
Longest it can run: 60 months
Contract dates: 1 October 2025 to 30 September 2028
Certifications asked for: None stated
Lots: 1
Suitable for SMEs: Yes
Category: Services
CPV codes: 66000000, 66500000

Services in this contract

Investment consultancy and independent investment adviceMain service£200k typicalIndependent investment adviser to pension fund committee

Lifecycle

Published
20 March 2025
Contract awardedto Apex Investment Advisers Limited
1 October 2025
Contract starts
1 October 2025
Contract ends
30 September 2028

The buyer

Carmarthenshire County Council

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The supplier

Apex Investment Advisers Limited

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Main buyers

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Cite this contract

Link: https://bidskim.com/tender/319819/dyfed-pension-fund-independent-investment-adviser
Buyer reference: ocds-h6vhtk-04efbb
Open contracting ID: ocds-h6vhtk-04efbb
Last checked: 5 November 2026

Carmarthenshire County Council. Dyfed Pension Fund Independent Investment Adviser. Contract award, 20 March 2025. BidSkim, https://bidskim.com/tender/319819/dyfed-pension-fund-independent-investment-adviser (accessed 5 November 2026).