---
title: "Procurement for Transition Adviser - Four Transitions for Equities and Fixed Income"
ocid: "ocds-b5fd17-eb9e0349-2633-4777-8ee8-dff5d1a17cce"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-eb9e0349-2633-4777-8ee8-dff5d1a17cce"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-eb9e0349-2633-4777-8ee8-dff5d1a17cce.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-eb9e0349-2633-4777-8ee8-dff5d1a17cce.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "BORDER TO COAST PENSIONS PARTNERSHIP LTD"
published: "2020-05-01"
---

# Procurement for Transition Adviser - Four Transitions for Equities and Fixed Income

Buyer: BORDER TO COAST PENSIONS PARTNERSHIP LTD  
Current stage: Award  
OCID: ocds-b5fd17-eb9e0349-2633-4777-8ee8-dff5d1a17cce

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-eb9e0349-2633-4777-8ee8-dff5d1a17cce)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-eb9e0349-2633-4777-8ee8-dff5d1a17cce.json)

## Summary

The procurement process involves the Border to Coast Pensions Partnership Ltd, which has initiated a tender titled "Procurement for Transition Adviser - Four Transitions for Equities and Fixed Income." The project is classified under the industry category of pension fund management services and is located in Leeds, England. The procurement stage is currently at the Award phase, with the contract awarded on 26 March 2020, for a total value of £120,000. The contract period commenced on 27 April 2020 and is set to conclude on 31 December 2020.

This tender presents significant opportunities for companies operating within the pension fund management and investment services sector. Businesses with expertise in transition advisory services, particularly those capable of supporting pension fund restructures and new fund launches, would be particularly well-suited to compete for such contracts. The successful partner, Inalytics Ltd, underlines the potential for both established firms and smaller consultancies with relevant specialisations to engage in future procurement activities with the Border to Coast Pensions Partnership Ltd.

## Notice

Border to Coast have appointed Inalytics Ltd as Transition Adviser to it's next four planned sub fund restructures/launches in its ACS: * Launching an internally managed sterling index linked bond fund (Q3 this year) * Restructuring its existing Emerging Market Equities fund (Q4 or Q1 2021), with the addition of specialist China manager(s) to the existing internally managed fund * Launching an externally managed EM equity fund (2021) * Launching an externally managed Regional Developed equity fund (2021)

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/2798167c-7652-46fb-bb86-ba27aaebd39b |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 1 May 2020 |
| Submission deadline | 20 Mar 2020 |
| Future notice date | Not specified |
| Award date | 26 Mar 2020 |
| Contract period | 26 Apr 2020 - 31 Dec 2020 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £120,000 |
| Lots value | Not specified |
| Awards value | £120,000 |
| 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 | INALYTICS |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services
- 66141000 - Pension fund management services

## Release History

- 1 May 2020 at 14:12 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/2798167c-7652-46fb-bb86-ba27aaebd39b

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/2798167c-7652-46fb-bb86-ba27aaebd39b
  1st May 2020 - 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-eb9e0349-2633-4777-8ee8-dff5d1a17cce. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-eb9e0349-2633-4777-8ee8-dff5d1a17cce.json.