---
title: "Asset Liability Management Model"
ocid: "ocds-h6vhtk-055b30"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-055b30"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-055b30.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-055b30.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "BORDER TO COAST PENSIONS PARTNERSHIP LIMITED"
published: "2026-03-10"
---

# Asset Liability Management Model

Buyer: BORDER TO COAST PENSIONS PARTNERSHIP LIMITED  
Current stage: Award  
OCID: ocds-h6vhtk-055b30

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-055b30)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-055b30.json)

## Summary

Border to Coast Pensions Partnership Limited, a sub-central government public authority based in Leeds, has completed the procurement of their Asset Liability Management Model, culminating in the award stage. The contract was signed with Ortec Finance Limited on 10th March 2026 and will initially run for three years with potential extensions totalling nine years. This competitive procurement follows an open procedure under the legal framework UKPGA 2023/54, aiming at financial analysis software facilitating strategic alignment, risk management, asset allocation, and scenario analysis. The contract, valued at £3,600,000 with gross amounts reaching £4,320,000, includes delivery locations throughout the UK.

This procurement presents opportunities for businesses specialising in financial software and consultancy. Particularly, firms with expertise in economic scenario generation, capital market assumptions, and stochastic projections may find lucrative growth prospects by aligning their solutions with pension fund management needs. SMEs situated in the financial analysis and management consultancy sectors are well-positioned to engage with similar tenders through flexible competition, potentially expanding their portfolios with ongoing public sector contracts like the one structured by Border to Coast.

## Notice

Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds. As part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules. The ALM model will utilize the current scheme actuaries' liability data as input. The initial contract length will be 3 years with the option of two additional 3 year extensions (9 years in total).

### Lot Information

Lot 1

Renewal: The initial contract length will be 6 years with the option of an additional 3 year extension.

### Planning Information

Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds.
As part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules. The ALM model will utilize the current scheme actuaries' liability data as input.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/021415-2026 |
| Notice type | UK7 - Contract Details Notice |
| Procurement type | Standard |
| Procurement category | Goods |
| Procurement method | Open |
| Procurement method details | Competitive flexible procedure |
| Tender suitability | Not specified |
| Awardee scale | SME |
| All stages | Planning, Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 10 Mar 2026 |
| Submission deadline | 8 Sep 2025 |
| Future notice date | 18 Aug 2025 |
| Award date | 23 Oct 2025 |
| Contract period | 11 Mar 2026 - 10 Mar 2029 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £3,600,000 |
| Lots value | £3,600,000 |
| Awards value | £3,600,000 |
| Contracts value | £3,600,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Complete |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | BORDER TO COAST PENSIONS PARTNERSHIP LIMITED |
| 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 | ORTEC FINANCE |

## CPV Codes

### Divisions

- 48 - Software package and information systems

### Codes

- 48441000 - Financial analysis software package

## Release History

- 10 Mar 2026 at 15:15 - Award - UK7 - Contract Details Notice - https://www.find-tender.service.gov.uk/Notice/021415-2026
- 3 Nov 2025 at 16:08 - Award - UK6 - Contract Award Notice - https://www.find-tender.service.gov.uk/Notice/070578-2025
- 29 Aug 2025 at 13:45 - Tender - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/052503-2025
- 8 Jul 2025 at 13:39 - Planning - UK3 - Planned Procurement Notice - https://www.find-tender.service.gov.uk/Notice/038276-2025
- 8 Jul 2025 at 13:20 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/038264-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/021415-2026
  10th March 2026 - Contract details notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/070578-2025
  3rd November 2025 - Contract award notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/052503-2025
  29th August 2025 - Tender notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/038276-2025
  8th July 2025 - Planned procurement notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/038264-2025
  8th July 2025 - Preliminary market engagement notice on Find a Tender

## Notice URLs

- https://procontract.due-north.com/Register
- https://procontract.duenorth.com/Login
- https://www.bordertocoast.org.uk/
- https://www.legislation.gov.uk/ukpga/2023/54/contents
- https://www.ortecfinance.com/

## 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-h6vhtk-055b30. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-055b30.json.