---
title: "Advisory Services Consultancy"
ocid: "ocds-h6vhtk-064722"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-064722"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-064722.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-064722.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "BORDER TO COAST PENSIONS PARTNERSHIP LIMITED"
published: "2026-03-02"
---

# Advisory Services Consultancy

Buyer: BORDER TO COAST PENSIONS PARTNERSHIP LIMITED  
Current stage: Award  
OCID: ocds-h6vhtk-064722

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-064722.json)

## Summary

The procurement process for the "Advisory Services Consultancy" has been completed by Border to Coast Pensions Partnership Limited, a sub-central government public authority based in Leeds, UK. The contracting process involved limited competition due to its below-threshold nature and aimed to establish templates and compliance checklists for advisory functions. The contract, valued at £54,000 including VAT, was awarded to Mercer Limited, a large financial consultancy services provider. The project, initiated with an RFP proposal, spanned from 27 February to 26 March 2026, following the regulatory guidelines of the 2023 pensions bill. All services were delivered within the United Kingdom as specified in the tender documents.

This tender opportunity provides substantial business growth prospects for entities capable of delivering comprehensive advisory services in financial consultancy. Companies with expertise in regulatory compliance, investment management systems, and consultancy support will be ideally positioned to expand their offerings. Businesses equipped to provide strategic health checks, assistance with portfolio construction, and compliance documents in line with regulatory standards, including TAS and best practice checklists, can leverage such contracts to strengthen their market presence and enhance their service capabilities. Entrants with robust knowledge of ISS and IPS document preparation, suited to adapt to evolving regulatory environments, will find significant benefits from such partnerships.

## Notice

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

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/018470-2026 |
| Notice type | UK7 - Contract Details Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Limited |
| Procurement method details | Below threshold - limited competition |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 2 Mar 2026 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | 2 Feb 2026 |
| Contract period | 27 Feb 2026 - 26 Mar 2026 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £45,000 |
| Contracts value | £45,000 |

## 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 | MERCER |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66171000 - Financial consultancy services

## Release History

- 2 Mar 2026 at 13:47 - Award - UK7 - Contract Details Notice - https://www.find-tender.service.gov.uk/Notice/018470-2026
- 4 Feb 2026 at 14:31 - Award - UK6 - Contract Award Notice - https://www.find-tender.service.gov.uk/Notice/010053-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/018470-2026
  2nd March 2026 - Contract details notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/010053-2026
  4th February 2026 - Contract award notice on Find a Tender

## Notice URLs

- https://www.legislation.gov.uk/ukpga/2023/54/contents
- https://www.mercer.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-064722. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-064722.json.