---
title: "Master Investment Advisory Services Agreement"
ocid: "ocds-b5fd17-4844dbcb-3905-4d1b-a183-d7980f945b88"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-4844dbcb-3905-4d1b-a183-d7980f945b88"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-4844dbcb-3905-4d1b-a183-d7980f945b88.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-4844dbcb-3905-4d1b-a183-d7980f945b88.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "BORDER TO COAST PENSIONS PARTNERSHIP LTD"
published: "2022-11-15"
---

# Master Investment Advisory Services Agreement

Buyer: BORDER TO COAST PENSIONS PARTNERSHIP LTD  
Current stage: Award  
OCID: ocds-b5fd17-4844dbcb-3905-4d1b-a183-d7980f945b88

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## Summary

The Border to Coast Pensions Partnership Ltd has awarded a contract for Master Investment Advisory Services Agreement to The Townsend Group. The contract involves developing a strategic plan for investment strategy and performance objectives valued at 1,075,000 GBP. The procurement stage is complete, with the tender period ending on 2nd November 2022, and the contract period beginning on 4th November 2022 and ending on 4th November 2025. The procurement falls under the industry category of pension investment services and is located in the United Kingdom.

This tender presents an opportunity for businesses involved in investment advisory services to engage with Border to Coast Pensions Partnership Ltd. Companies providing expertise in strategic investment planning, benchmarking, and risk management may find this tender well-suited for their capabilities. The procurement method used was 'Other', indicating a specific approach tailored to the services required. Businesses aiming to expand their portfolio in the pension investment sector in the UK should consider participating in this tender to support their growth initiatives.

## Notice

Border to Coast Pensions Partnership Ltd has awarded the contract for an Adviser who will work with the Client to develop and revise periodically a strategic plan setting forth the investment strategy, performance objectives, benchmarks, targeted portfolio structure, risk management policies, investment procedures, selection criteria and monitoring and reporting requirements for the Portfolio. This has been awarded to The Townsend Group.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/49be48d9-6e36-45ce-bf47-8aa5020b1fb2 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 15 Nov 2022 |
| Submission deadline | 2 Nov 2022 |
| Future notice date | Not specified |
| Award date | 3 Nov 2022 |
| Contract period | 4 Nov 2022 - 4 Nov 2025 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,075,000 |
| Lots value | Not specified |
| Awards value | £1,075,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | BORDER TO COAST PENSIONS PARTNERSHIP LTD |
| Locality | LEEDS |
| Post town | Leeds |
| Postcode | LS1 2HJ |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE4 West Yorkshire |
| ITL 3 | TLE42 Leeds |
| Local authority | Leeds |
| Electoral ward | Little London & Woodhouse |
| Westminster constituency | Leeds Central and Headingley |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | THE TOWNSEND GROUP |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services

## Release History

- 15 Nov 2022 at 11:58 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/49be48d9-6e36-45ce-bf47-8aa5020b1fb2

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/49be48d9-6e36-45ce-bf47-8aa5020b1fb2
  15th November 2022 - Awarded contract notice on Contracts Finder

## Notice URLs

- https://www.bordertocoast.org.uk/

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-4844dbcb-3905-4d1b-a183-d7980f945b88. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-4844dbcb-3905-4d1b-a183-d7980f945b88.json.