Pension Advisory Services

HS2 Ltd require a provider Firm with Chartered Independent Financial Advice (IFA) status that can supply pensions-specific and broader financial advice to our employees. We also require a provider who can give technical pensions advice to our Human Resources and Reward specialists.

The summary areas of advice are as follows: a. Advice to the company on the pension scheme e.g. assessing relevance of the default Fund to demographics; implementation advice re auto enrolment, advice on future regulatory / HMRC changes. b. Pension advice to employees on their attitude to risk and how to choose a fund portfolio in which to invest their pension saving via the workplace pension plan. Undertaking employee group briefings and surgery sessions and providing input to employee communications. c. IFA advice to employees on wider financial topics to help employees manage their and family financial planning / savings, tax management , matters arising from participation in the company’s flexible benefit plan or other such as insurance issues.

It is essential that the provider has the capability and resources to deliver a responsive, on-site service to employees who are located in a number of sites in London and the Midlands.

There is also a need for the provider to demonstrate a track record in providing similar services to organisations of a comparable size to HS2 Ltd that also have a high proportion of professionally qualified employees.

Additional information: Please note that ITT_377 has been replaced by ITT_380

All potential suppliers must obtain details of the Invitation to Tender (ITT) and submit their tender through the HS2 eSourcing portal. All potential suppliers are required to express an interest by registering on the HS2 eSourcing portal (www.hs2.bravosolution.co.uk). Registering is only required once. Registering: Potential supplier should browse to the HS2 eSourcing portal and complete the following: a) Click the ‘click here to register’ link. b) Accept the terms and conditions and click ‘continue’. c) Enter your business and user details. d) Note the username you use and click ‘save’ when complete. e) You will then receive an e-mail with your unique password. Access to the ITT: a) Login to the HS2 eSourcing portal with your unique username and password. b) Click on the ‘ITTs open to all suppliers’ link. c) Click on the relevant titled ITT item. d) Click the ‘express interest’ button in the ‘actions’ box on the left hand side of the page (this will move the ITT pack into the applicants ‘my ITT’ box). This is a secure area for projects only. e) Click on the ITT code. The applicant can now access any attachments by clicking the ‘settings and buyer attachments’ in the actions box. f) Download the documents relating to the ITT. Click ‘attachments’ on the left hand side. The number in brackets refers to number of documents that need to be downloaded. Click on the bold and underlined filename. Select ‘save’ and store on your PC. Responding to the ITT: a) Instructions on completing the ITT through the eSourcing Portal are contained in the ITT documents. For further assistance contact the BravoSolution helpdesk which is available Monday to Friday (8:00 am to 18:00 pm) GMT on: a) email – [email protected] or b) telephone +44 8003684850.