BORDER TO COAST PENSIONS PARTNERSHIP LIMITED
Advisory Services Consultancy
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…
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.
- 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.
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