BORDER TO COAST PENSIONS PARTNERSHIP LIMITED
Advisory Services Consultancy
This is a contract result notice, not an open opportunity. Details from the official award data.
The procurement contact named on the official notice.
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
What the supplier must deliver
RFP proposal to support the Border
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.
Support in the completion of ISS
Support in the completion of ISS and IPS documents across the 18 Partner Funds.
Derived from the notice text — always confirm against the original documents.
Make the case to bid
Reveal who to approach at BORDER TO COAST PENSIONS PARTNERSHIP LIMITED, and generate a go-to-market strategy from their news, accounts and people.
Ask me about this tender, the buyer, who wins their work, or whether you should bid.
- OCID
- ocds-h6vhtk-064722
- Stage
- award · Awarded
- Source
- Find a Tender
- Buyer ref
- 018470-2026
Contains public sector information licensed under the Open Government Licence v3.0. Source data © Crown copyright.
Who wins this kind of work
The suppliers and buyers around this opportunity — drawn from official award data. Drag to orbit; click a node to explore.
BORDER TO COAST PENSIONS PARTNERSHIP LIMITED’s tender network
Assembling the network…