Consultancy Support for Investment Platform Implementation

Description

Initial discussions have taken place since September 2025 with at least 7 suppliers, to
understand propositions available within the areas of interest to Border to Coast.
This has taken the form of informal overviews and discussions of our organisation, our
requirement, and the challenges with this type of transformational change to ensure successful
business outcomes.
In partnership with Border to Coast, our Asset Servicer, and our selected platform
Provider (BlackRock Solutions), set-up and deliver the implementation programme to
time, scope, and budget.
Roles and responsibilities include but not limited to:
- Programme/project management: Governance set-up and on-going management,
ensuring strong delivery mindset and partnership approach instilled throughout the
programme across all parties involved.
- Workstream leadership: Drive the successful delivery of workstreams as defined by the
programme.
- Communications and Test planning: Oversee defining the communications and testing
strategy to ensure successful delivery and embedding of this change.
- Business Analysis: Facilitate effective and efficient delivery such that Border to Coast's
outcomes are delivered, able to engage with SMEs and own the business analysis load
todeliver the programme.
The proposed team will need to have proven experience successfully implementing the
platform.