Advisory Services Consultancy
Details
- Supplier(s)
- MERCER HUMAN RESOURCE CONSULTING LTD
- Value
- £45,000
- Duration
- 1 month
- Topic
- Financial consultancy services
- Published
- 4 February 2026
- Source
- uk:find_a_tender
Tender 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 ## Contract award Title: Advisory Services Consultancy RFP
Timeline
- Completed: Award date2 February 2026
- Completed: Award published4 February 2026Current notice
- Completed: Contract expiry date16 March 2026
About the buyer
Border to Coast Pensions Partnership is a local government pension asset manager based in Leeds. The Local Government Pension Scheme funds that set it up own it as equal shareholders. A dedicated procurement team carries out due diligence on suppliers. Some tenders use a competitive flexible procedure in two stages. Soft market testing with suppliers comes before some tenders. Bidders must show their policies on diversity, environmental impact and modern slavery.
Over the past 5 years, most of Border to Coast Pensions Partnership Limited's contract awards have been in software and information systems, financial and insurance services and IT services.
Decision makers
Connect with the people behind this procurement.
| Contact name | Job title | Phone number | Work email |
|---|---|---|---|
| Head of Procurement | +44 •••• •••••• | ••••••••@border-to-coast-pensions-partnership-limited.gov | |
| Commercial Director | +44 •••• •••••• | ••••••••@border-to-coast-pensions-partnership-limited.gov | |
| Procurement Manager | +44 •••• •••••• | ••••••••@border-to-coast-pensions-partnership-limited.gov | |
| Category Lead | +44 •••• •••••• | ••••••••@border-to-coast-pensions-partnership-limited.gov | |
| Senior Buyer | +44 •••• •••••• | ••••••••@border-to-coast-pensions-partnership-limited.gov | |
| Contracts Manager | +44 •••• •••••• | ••••••••@border-to-coast-pensions-partnership-limited.gov |
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