Advisory Services Consultancy
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDEstimated Value
Up to £45,000
Deadline
Not specified
Published
2 March 2026
Type
Not specified
Full 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:
- 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
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Award Details
MERCER LIMITED
£45,000
Likely incumbents
Suppliers who won similar work from this buyer in the last 5 years.
- 1
STRATA FINANCIAL SERVICES CONSULTING LTD
£2m
total awarded
- 2
AON UK LIMITED
£24,025
total awarded
- 3
HSBC BANK PLC
£500,000
total awarded
- 4
Docusign International EMEA Limited
1 contract wonlatest 30 Jun 2026£23,405
total awarded
- 5
FUNDAPPS LTD
£207,210
total awarded
STRATA FINANCIAL SERVICES CONSULTING LTD is the most likely incumbent based on recency and category match. To win, bidders typically need a clearly differentiated proposition or a price advantage.
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two years of filed accountsyour financial standingturnover vs contract valueyour Companies House recordcash flow for 30-day termscredit scores and ratios
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Buyer Profile
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDKey Dates
Published
2 March 2026
Submission deadline
Not specified
Notice type
award
Source
find a tender
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