Source: https://tendernation.io/opportunities/01a13beb-f417-7105-acee-dd7a76f2eac9/retirement-consultancy-services

awarded GB restricted procedure

# retirement consultancy services

[National Employment Savings Trust (NEST) Corporation](https://tendernation.io/buyers/national-employment-savings-trust-nest-corporation)

Estimated value

Not stated

Published

5 Oct 2026

Deadline

Rolling deadline

## About this tender

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.

Source

Find a Tender (UK) · Notice ocds-h6vhtk-078044-2026-10-05T08:49:35+01:00

[View official notice](https://www.find-tender.service.gov.uk/Notice/ocds-h6vhtk-078044-2026-10-05T08:49:35+01:00)

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