Investment Consultancy Service Framework

A Tender Notice
by NATIONAL EMPLOYMENT SAVINGS TRUST (NEST) CORPORATION

Source
Find a Tender
Type
Framework (Services)
Duration
4 year
Value
£10M
Sector
BUSINESS
Published
02 Jul 2025
Delivery
04 Sep 2025 to 03 Sep 2029
Deadline
28 Jul 2025 11:00

Concepts

Location

London:

Geochart for 1 buyers and 0 suppliers

1 buyer

Description

Nest is on a path to becoming one of the largest pensions schemes in the UK and our growth trajectory means that the operating model for Nest Invest will need to evolve over the next ten years. In order to support the continued strategic growth and development of the investment function Nest Invest will require ongoing specialist consultancy support for the development of the organisational model and development of the investment approach

Lot Division

1 Strategic investment business, organisational strategy and governance advice
  • Value: £4M

Strategic investment business, organisational strategy and governance advice with extensive proven experience of international investment best practice with large Financial Conduct Authority (FCA) regulated Occupational Pension Schemes (OPS) with assets under management of £25 billion and above
2 Target Operating Model design and delivery including the transition and implementation of operating models for fund administration and custody service including additional SME operational support as needed
  • Value: £4M

Target Operating Model design and delivery including the transition and implementation of operating models for fund administration and custody service including additional SME operational support as needed to large Financial Conduct Authority (FCA) regulated Occupational Pension Schemes (OPS) (or similar) with assets under management of £25 billion and above. 35
3 Specialist investment consultancy services to large Financial Conduct Authority (FCA) regulated occupational pension schemes (OPS
  • Value: £3M

Specialist investment consultancy services to large Financial Conduct Authority (FCA) regulated occupational pension schemes (OPS) with assets under management of £25 billion and above

Renewal Options

no options

Award Criteria

Price _
quality _

CPV Codes

  • 79412000 - Financial management consultancy services

Indicators

  • Restrictions apply to the lot award allocation.
  • Options are available.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. **

Reference

Domains