Scope
Reference
DN802735
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 1. Advisory Services Consultancy RFP
Supplier
Contract value
- £45,000 excluding VAT
- £54,000 including VAT
Below the relevant threshold
Award decision date
2 February 2026
Earliest date the contract will be signed
13 February 2026
Contract dates (estimated)
- 16 February 2026 to 16 March 2026
- 1 month, 1 day
Main procurement category
Services
CPV classifications
- 66171000 - Financial consultancy services
Contract locations
- UK - United Kingdom
Information about tenders
- 4 tenders received
- 4 tenders assessed in the final stage:
- 0 submitted by small and medium-sized enterprises (SME)
- 0 submitted by voluntary, community and social enterprises (VCSE)
- 1 supplier awarded contracts
- 3 suppliers unsuccessful (details included for contracts over £5 million)
Procedure
Procedure type
Below threshold - limited competition
Supplier
MERCER LIMITED
- Companies House: 00984275
- Public Procurement Organisation Number: PCZX-4442-DMXV
1 Tower Place West
London
EC3R 5BU
United Kingdom
Email: publicsectorwealth@mercer.com
Website: https://www.mercer.com/
Region: UKI31 - Camden and City of London
Small or medium-sized enterprise (SME): No
Voluntary, community or social enterprise (VCSE): No
Contract 1. Advisory Services Consultancy RFP
Contracting authority
BORDER TO COAST PENSIONS PARTNERSHIP LIMITED
- Companies House: 10795539
- Public Procurement Organisation Number: PZTH-6472-NGDG
5th Floor Toronto Square
Leeds
LS1 2HJ
United Kingdom
Region: UKE42 - Leeds
Organisation type: Public authority - sub-central government