Source: https://tendernation.io/opportunities/01a13bec-2261-71ef-b985-627a97085753/retirement-consultancy-framework

awarded GB restricted procedure

# Retirement consultancy Framework

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

Estimated value

Not stated

Published

8 Oct 2026

Deadline

Rolling deadline

## Who can bid

- Sets up a framework

    Winning a place does not guarantee work: contracts are awarded later as call-offs, and the list usually stays closed for years.

## About this tender

The Supplier will provide the services outlined below:

### Critical path items for FY2026/27 (ending 31 March)

- Drawn from Co-design phase 2 project plan:

o Review of relevant provisions of draft Umbrella Terms with insurer (first pass)

o Complete design of annual process for determining income payable from 67-84

o Exits and entrants

o Premium payment and price-lock (liaising with Hymans, Rothesay and nest to confirm appropriateness of proposal)

o Cohort annuity purchase process

- Supporting the TCS build:

o NGRF closure and initial cohort set-up

o Income initiation pricing process

o Wider WTW support on engagement with TCS (e.g. alternatives to the dummy member approach for setting mid-year cohort pricing)

o Umbrella terms (second pass)

- Modelling support

o Regular calls with Will on latest modelling, including methodology discussions and point estimate reviews

Source

Find a Tender (UK) · Notice ocds-h6vhtk-078386-2026-10-08T11:21:28+01:00

[View official notice](https://www.find-tender.service.gov.uk/Notice/ocds-h6vhtk-078386-2026-10-08T11:21:28+01:00)

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[Buyer profile National Employment Savings Trust (NEST) Corporation: past awards and live tenders](https://tendernation.io/buyers/national-employment-savings-trust-nest-corporation)

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