Advisory Services Consultancy
- Published
- 2 March 2026
- Estimated value
- £45,000
- Place of performance
- UK
- Procedure
- Direct award
- Lots
- 1
- Notice number
- 018470-2026
- Reference
- ocds-h6vhtk-064722
- Official source
- Official source
CPV codes
- 66171000Financial consultancy services
Description
RFP proposal to support the Border to Coast advisory team in setting up the templates and compliance check lists to support the basis for both advisory functions. The team may also require assistance in the population of documents below: 1. Advice documents: - Template reports for: annual strategic health checks & portfolio construction and proposition suitability - Check lists to facilitate regulatory, TAS and best practice standards - Appropriate compliance (including TAS) statements, disclaimers and risk statements to reduce risk to Border to Coast 2a. IMS process: - Draft ISS template in compliance with the draft 2025 pensions bill and associated regulations and guidance. - Workshop(s) with Border to Coast to define appropriate objectives, beliefs and preferences framework to consistently translate ISS documents into an IPS that aligns with Border to Coasts systems, frameworks and proposition range. - Draft Investment Policy Statement 2b. IMS role out (requirement to be confirmed after completion of stage 1 and 2.a) - Support in the completion of ISS and IPS documents across the 18 Partner Funds
Awards
| Awarded to | Amount | Date |
|---|---|---|
| MERCER LIMITED | — | — |
Official publications
- FTS · 018470-2026 · 2 March 2026
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Frequently asked questions
- What is the estimated value of this tender?
- The estimated value published by the buyer is £45,000.
- Who is the buyer of this tender?
- The contracting authority is BORDER TO COAST PENSIONS PARTNERSHIP LIMITED (United Kingdom).
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- Bids are submitted through the official public procurement portal in the United Kingdom. El Vínculo helps you find tenders and analyse their documents; submission always happens at the official source.
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