Source: https://tendernation.io/opportunities/01a13c06-44d6-72b6-b6f8-e7b2af442228/investment-advice-framework-agreement

closed GB open procedure

# Investment Advice Framework Agreement

[Nest Corporation](https://tendernation.io/buyers/nest-corporation)

Estimated value

Not stated

Published

25 Jul 2016

Deadline

Closed

30 Sept 2016

## 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.
- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

## About this tender

The National Employment Savings Trust (â&#128;&#152;NESTâ&#128;&#153;) is a defined contribution trust based

occupational pension scheme and is a qualifying scheme for auto enrolment purposes

under the Pensions Act 2008. NEST is expected to have millions of members, many of

whom will never have saved before in a pension scheme. It is vital for our members

that they have a high quality, low charge product, which they can trust to deliver

acceptable outcomes.

NEST has a requirement for Investment Advice. Our requirement is split :-

â&#128;¢Lot One (1)- General Investment Advice

â&#128;¢Lot Two (2) - Investment advice for search and selection of collective investment

schemes (including but not limited to unit linked life funds) for the NEST Scheme.

Additional information: Further information on how to access the Tender opportunity:

- Register your company on the eSourcing portal (this is only required once) - Browse to the eSourcing Portal: [nesttenders.bravosolution.co.uk](https://nesttenders.bravosolution.co.uk) and click the link to register - Accept the terms and conditions and click 'continue' - Enter your correct business and user details - Note the username you chose and click 'Save' when complete - You will shortly receive an email with your unique password (please keep this secure)
- Express an Interest in the tender - Login to the portal with the username/password - Click the 'PQQs / ITTs Open To All Suppliers' link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier) - Click on the relevant PQQ/ ITT to access the content. - Click the 'Express Interest' button at the top of the page. - This will move the PQQ /ITT into your 'My PQQs/ My ITTs' page. (This is a secure area reserved for your projects only) -You can now access any attachments by clicking 'Buyer Attachments' in the 'PQQ/ ITT Details' box
- Responding to the tender - Click 'My Response' under 'PQQ/ ITT Details', you can choose to 'Create Response' or to 'Decline to Respond' (please give a reason if declining) - You can now use the â&#128;&#152;Messages' function to communicate with the buyer and seek any clarification - Note the deadline for completion, then follow the onscreen instructions to complete the PQQ/ ITT - There may be a mixture of online & offline actions for you to perform (there is detailed online help available) You must then submit your reply using the 'Submit Response' button at the top of the page.
- If you require any further assistance please consult the online help, or contact the eTendering help desk. Phone: 0800 368 4850 E-mail: 

Read full description

## CPV classification

Banking and investment services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/eeef5561-adc9-11e6-9901-0019b9f3037b)

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