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Contract Reference Title of the agreement Organisational Unit Description Start Date End Date Review Date Contract Value (£) Irrecoverable VAT Amount (£) Supplier Name Charity Commission Number SME Supplier VCSE Supplier Process Type
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
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
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
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
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
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
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
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
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
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
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