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Advisory Services Consultancy

Location: United Kingdom

Source: Open Contracting Data Standard (OCDS)

Tender
Complete

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 re
Status
Closed
Location
United Kingdom
Updated
3 Nov 2026
Source
Open Contracting Data Standard (OCDS)

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The tender “Advisory Services Consultancy” is a tender record in Taiyo. It is issued for works, goods, or services related to United Kingdom.

Participants

Not available for this record.

Status

Original status

complete

Taiyo status

Closed

Taiyo last update

2026-11-03

Contact

Not available for this record.

Description

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

Location

Country

United Kingdom (UK)

Source

Source

Open Contracting Data Standard (OCDS)

URL

More Details

Record type

Tender

Article published date

2026-04-02

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