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Contract awardedPension investment consultant

Independent Investment Adviser Services

The adviser provides quarterly investment analysis and recommendations for the Pensions Committee, including in-person attendance at meetings. The scope covers scrutinising investment manager performance across equities, bonds, and property, alongside maintaining and updating the annual climate change report. The service requires expert opinion on asset allocation and risk management strategies to support committee decision-making.

Open the official notice (opens in a new tab)
Awarded value
£201k
As published
Published
31 October 2025
Awarded
31 December 2025
Apex Investment Advisers Limited
Contract length
72 months
Ends 31 March 2032

What the contract covers

Professional advisory service contract

Provision of independent investment advisory services, including asset allocation analysis, performance monitoring, and climate change reporting for pension funds.

  • Produce quarterly analyses and recommendations for the Pensions Committee meetings, including recommendations on changes in investment asset allocations and other specified matters
  • Attend Pensions Committee meetings in person to brief the Committee on performance
  • Give opinions at key dates on Bromley's investments in equities, bonds, property and other asset classes
  • Support the Committee in scrutinising investment managers' performance
  • Maintain and update Bromley's climate change annual report

Terms and requirements

Contract type
Professional advisory service contract
Procedure
Open procedure
Initial term
72 months
Contract dates
1 April 2026 to 31 March 2032
Certifications asked for
None stated
Lots
1
Suitable for SMEs
Yes
Suitable for charities and social enterprises
Yes
Category
Services
CPV codes
66131100

Services in this contract

Lifecycle

  1. Published
  2. Contract awardedto Apex Investment Advisers Limited
  3. Contract starts
  4. Contract ends
The buyer

London Borough of Bromley

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Locked
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The supplier

Apex Investment Advisers Limited

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Cite this contract

Link
https://bidskim.com/tender/332328/independent-investment-adviser-services
Buyer reference
DN795842
Open contracting ID
ocds-h6vhtk-05d819
Last checked
5 November 2026

London Borough of Bromley. Independent Investment Adviser Services. Contract award, 31 October 2025. BidSkim, https://bidskim.com/tender/332328/independent-investment-adviser-services (accessed 5 November 2026).