retirement consultancy services
Buyer: 1
- Published
- 5 October 2026
- Estimated value
- £80,000
- Place of performance
- UKI
- Procedure
- Restricted procedure
- Lots
- 1
- Notice number
- 093597-2026
- Reference
- ocds-h6vhtk-078044
- Official source
- Official source
CPV codes
- 66170000Financial consultancy, financial transaction processing and clearing-house services
Description
The Supplier will provide the services outlined below: • Review of key judgement decisions made by Rothesay in their approach to setting longevity assumptions for pricing, including: o Weight applied to Nest mortality experience data when setting pricing basis. o Approach to mortality experience adjustments across ages. o Approach to treating untraced members in mortality experience data when performing analysis. • Review of LexisNexis tracing results and consideration of alternative approaches to treating untraced members. • Review of mortality experience data and consideration of alternative approaches to applying mortality experience adjustments. • Analysis of Rothesay's approach of using Mosaic and advice on the suitability of Mosaic to rank and categorise members into different affluence groups. • Analysis of Rothesay's pricing compared to pricing observed in the wider bulk annuity market. • Providing an independent view on the value for money of Rothesay's pricing terms, as applied to the unique LLPI solution. • Assisting in work undertaken to improve Nest data quality.
Awards
| Awarded to | Amount | Date |
|---|---|---|
| HYMANS ROBERTSON LLP | £80,000 | — |
Official publications
- FTS · 093597-2026 · 5 October 2026
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Frequently asked questions
- What is the estimated value of this tender?
- The estimated value published by the buyer is £80,000.
- Who is the buyer of this tender?
- The contracting authority is 1 (United Kingdom).
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