Investment Advice Framework Agreement

The National Employment Savings Trust (‘NEST’) is a defined contribution trust based occupational pension scheme and is a qualifying scheme for auto enrolment purposes under the Pensions Act 2008. NEST is expected to have millions of members, many of whom will never have saved before in a pension scheme. It is vital for our members that they have a high quality, low charge product, which they can trust to deliver acceptable outcomes.

NEST has a requirement for Investment Advice. Our requirement is split :- •Lot One (1)- General Investment Advice

•Lot Two (2) - Investment advice for search and selection of collective investment schemes (including but not limited to unit linked life funds) for the NEST Scheme.

Additional information: Further information on how to access the Tender opportunity:

1. Register your company on the eSourcing portal (this is only required once) - Browse to the eSourcing Portal: https://nesttenders.bravosolution.co.uk and click the link to register - Accept the terms and conditions and click 'continue' - Enter your correct business and user details - Note the username you chose and click 'Save' when complete - You will shortly receive an email with your unique password (please keep this secure)

2. Express an Interest in the tender - Login to the portal with the username/password - Click the 'PQQs / ITTs Open To All Suppliers' link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier) - Click on the relevant PQQ/ ITT to access the content. - Click the 'Express Interest' button at the top of the page. - This will move the PQQ /ITT into your 'My PQQs/ My ITTs' page. (This is a secure area reserved for your projects only) -You can now access any attachments by clicking 'Buyer Attachments' in the 'PQQ/ ITT Details' box

3. Responding to the tender - Click 'My Response' under 'PQQ/ ITT Details', you can choose to 'Create Response' or to 'Decline to Respond' (please give a reason if declining) - You can now use the ‘Messages' function to communicate with the buyer and seek any clarification - Note the deadline for completion, then follow the onscreen instructions to complete the PQQ/ ITT - There may be a mixture of online & offline actions for you to perform (there is detailed online help available) You must then submit your reply using the 'Submit Response' button at the top of the page.

4. If you require any further assistance please consult the online help, or contact the eTendering help desk. Phone: 0800 368 4850 E-mail: help@bravosolution.co.uk