Consultancy Support for Investment Platform Implementation

Descriptions

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.