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    ContractsLegal Advice on Pension Fund Investment Pooling
    Awarded contract

    Legal Advice on Pension Fund Investment Pooling

    Awarded
    £30k
    Published 1 Jul 2026

    Urgent legal services required to advise on mandatory pension fund investment pooling compliance by 30 June 2026, including Counsel opinion and support for critical governance decisions.

    🇬🇧United Kingdom· South EastPublished 1 Jul 2026· 2 months agoviaFind a Tender
    Awarded
    £30k
    Published 1 Jul 2026

    Decision brief

    4 fields
    • Contract value
      £30,000
      Pounds sterling
    • Closing date
      Rolling
      No closing date published
    • Sector
      Professional Services
      Browse related listings
    • Location
      🇬🇧United Kingdom
      South East

    Suppliers

    1 supplier
    • KL
      Keystone Law
    Lead contractor

    Lifecycle

    Awarded

    Contract awarded. Originally published 2 months ago.

    1 July 2026
    Awarded — no open tender advertised

    Brief

    Urgent legal advice required on compliance with the 2026 Pension Bill regarding mandatory pension fund investment pooling. The organization is currently in dispute with a prospective pool company regarding participation status (shareholder versus client-only). A critical deadline of 30 June 2026 is approaching, after which the organization will be in breach of law if not pooled. The engagement requires retaining an experienced lawyer who has been managing this matter for several months and is transitioning from Gowling to Keystone on 1 July. Services needed include: providing Counsel opinion to support pension committee decision-making, ensuring compliance with legal requirements, and mitigating financial and legal risks to the pension fund. Legal advice will also inform a final decision that must be escalated to the Policy and Finance Committee. The matter is complex and requires continuity with the existing legal team to provide cohesive advice and risk mitigation strategies.

    Track record

    5 awards · 5 winners
    Open field

    No single supplier dominates the field.

    In professional services, ISLE OF WIGHT COUNCIL has awarded 5 contracts to 5 suppliers.

    Who wins here
    1. THE NATIONAL DEVELOPMENT TEAM FOR INCLUSION1× · 20%
    2. Keystone Law1× · 20%
    3. WILKS HEAD EVE LLP1× · 20%
    4. Experian Limited1× · 20%
    5. MA EDUCATION & MUSIC LIMITED1× · 20%

    Across professional services, the most active winners are REED SPECIALIST RECRUITMENT LIMITED, KPMG LLP, Hays Specialist Recruitment Ltd — the field to beat, or your route in as a partner.

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    Take action
    View on sourceFind a Tender

    Award notice and full record on the publisher's site

    Publisher
    UK Cabinet Office
    Licence
    OGL v3.0
    Source
    find-tender.service.gov.uk
    Record ID
    ocds-h6vhtk-06c12e
    IW
    Buyer
    ISLE OF WIGHT COUNCIL
    Sector
    Professional Services