Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
1
Custody services for the Main Fund and the ITA, including securities lending and performance measurement services
WMPF - Financial Services
Custody services for the Main Fund and the ITA, including securities lending and performance measurement services
26/06/1996
Ongoing
01/03/2018
440000.00
0.00
HSBC
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
2
Datastream Investment Management Services Agreement
WMPF - Financial Services
Investment accounting system (ICON)
26/02/1997
Ongoing
01/12/2017
240000.00
0.00
Linedata Services
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
3
IT Hardware and financial data
WMPF - Investments
IT Hardware and financial data
03/09/1993
31/08/2017
08/06/2017
190000.00
0.00
Bloomberg
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
4
Private-i WMUQ Specialist Software
WMPF - Investments
Private-i WMUQ Specialist Software
15/08/2014
14/08/2017
01/05/2017
45225.00
0.00
Burgiss Group
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
5
Investment advisory services
WMPF - Investments
Investment advisory services (including provision of legal, taxation & a/cing advice & Investment consultancy).
30/11/2011
30/11/2018
01/09/2018
60000.00/Variable
0.00
Hymans Robertson
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
6
Corporate Tax Advisory Services
WMPF - Financial Services
To prepare and file US federal tax returns for the US tax year 2014/15 and any applicable US state tax returns
11/09/2015
11/09/2017
01/08/2017
20000.00
0.00
KPMG
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
7
Proxy voting and corporate governance services
WMPF - Investments
Proxy voting and corporate governance services
10/04/2012
31/03/2018
01/03/2018
90000.00
0.00
PIRC
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
8
Property Index services
WMPF - Investments
Property Index services
01/04/2011
31/12/2018
01/10/2018
20000.00
0.00
Investment Property Databank
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
9
Investment Risk Modelling IT software and data
WMPF - Investments
Investment Risk Modelling IT software and data
01/06/2004
31/05/2017
08/03/2017
54120.00
0.00
Barra
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
10
Supply of equities indices and identifiers
WMPF - Investments
Supply of equities indices and identifiers
15/03/2004
31/03/2018
31/12/2017
79600.00
0.00
FTSE
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
11
Property valuation services
WMPF - Investments
Property valuation services
30/09/2012
14/01/2017
Under review
80000.00
0.00
Knight Frank
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
12
Portfolio monitoring
WMPF - Investments
Portfolio monitoring service
19/02/2014
19/02/2018
01/12/2017
11450.00
0.00
Portfolio Evaluation
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
13
UPM Support and Maintenance
WMPF - Pensions Administration
Pensions Administration system support and maintenance (inc. payroll, web portal, image server for document imaging/scanning)
30/09/2016
31/03/2021
31/03/2020
151531.00
0.00
Civica
N/A
No
No
Framework Contract
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
14
Death Notification Service
WMPF - Pensions Administration
Monthly updates of deceased individuals, taken from a collection of external databases
01/10/2014
Sep-17
May-17
6020.00
0.00
Millennium (Wilmington) Halo
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
15
Address Verification - Core System
WMPF - Pensions Administration
Verifies an individual's address from a post-code and house number on UPM
01/03/2017
01/03/2018
01/11/2017
10397.98
0.00
Experian QAS
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
16
Address Verification - Web Portal
WMPF - Pensions Administration
Verifies an individual's address from a post-code and house number on UPM (note payment is via 2 invoices with the per click invoice dated 1 month earlier (ie 01/07 - 30/06)
01/08/2016
31/07/2017
01/06/2017
4330.27
0.00
Experian QAS
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
17
Taxation advice
WMPF - Investments
Provision of recurring tax consulting services and provision of services relating to Taiwan, India and Pakistan
25/03/2015
25/03/2017
11/02/2017
35000.00
0.00
PWC
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
18
Actuarial and benefit consultancy services
WMPF - Pensions Administration
Actuarial and benefit consultancy services
01/07/2015
01/07/2020
01/07/2017
250000.00
0.00
Barnett Waddingham
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
19
W&W FS300 Scan Station Maintenance
WMPF - Pensions Administration
Maintenance of scan station
01/07/2013
30/06/2017
01/05/2017
5716.00
0.00
Genus
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
20
MFDs
WMPF - Governance
MFDs
27/02/2012
26/02/2017
Konica to provide latest contract
21419.00
0.00
Konica
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
21
Live Member Tracing
WMPF - Pensions Administration
Tracing members the Fund has lost touch with, for example if they have moved and not told the Fund
11/12/2015
11/12/2017
19/09/2017
5017.00
0.00
Tracesmart/LexisNexis
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
22
Local Government Pensions Committee (LGPC) Subscription 2015/16
WMPF - Pensions Administration
LGA membership
01/06/2015
31/05/2016
31/05/2016
6800.00
0.00
LGA
N/A
No
No
N/A
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
23
LGPS Pooling Project ('Project POOL')
WMPF - Governance
Provision of data analysis on both LGPS data and Fund Manager data and provision of support
09/09/2015
Until delivery of the services is complete
N/A
10000.00
0.00
Hymans Robertson
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
24
Bulk purchase annuity policy
WMPF - Pensions Administration
Bulk purchase annuity policy
17/12/2015
Ongoing
n/a
274845000.00
0.00
Prudential Retirement Income Ltd
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
25
Advisory Agreement
WMPF - Investments
Provision of advisory services
19/03/2015
19/03/2018
01/12/2017
15000.00
0.00
Scott Jamieson
N/A
No
No
Invitation to quote