retirement consultancy services

Title

retirement consultancy services

Stage

award, contract

Buyer

National Employment Savings Trust (NEST) Corporation

Buyer id

GB-PPON-PQGC-5667-VDDT

Status

complete

Category

not on file

CPV

not on file

CPV in words

not on file

Estimated value

not on file

Currency

not on file

Released

2026-10-05T08:49:35+01:00

Tenders close

not on file

Contract starts

not on file

Contract ends

not on file

Procedure

Below threshold - award under framework

Description

The Supplier will provide the services outlined below: • Review of key judgement decisions made by Rothesay in their approach to setting longevity assumptions for pricing, including: o Weight applied to Nest mortality experience data when setting pricing basis. o Approach to mortality experience adjustments across ages. o Approach to treating untraced members in mortality experience data when performing analysis. • Review of LexisNexis tracing results and consideration of alternative approaches to treating untraced members. • Review of mortality experience data and consideration of alternative approaches to applying mortality experience adjustments. • Analysis of Rothesay's approach of using Mosaic and advice on the suitability of Mosaic to rank and categorise members into different affluence groups. • Analysis of Rothesay's pricing compared to pricing observed in the wider bulk annuity market. • Providing an independent view on the value for money of Rothesay's pricing terms, as applied to the unique LLPI solution. • Assisting in work undertaken to improve Nest data quality.

Open Contracting ID

ocds-h6vhtk-078044

• HYMANS ROBERTSON LLP (company), by the party id in the notice · uk companies house, read 2026-10-04

Cite as

Find a Tender (UK above-threshold notices) (UK Cabinet Office, Find a Tender Service), pages.json, sha256 95c90f3fce93, published 2026-10-05

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