Advisory Services Consultancy

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