Closed

Early Market Engagement for investment management solution and services

Descriptions

The National Wealth Fund (“NWF”), successor to the UK Infrastructure Bank, has been established to drive the nation's growth by creating a stable investment environment and mobilising private capital to align with the UK Government's strategic priorities. As NWF we will support a wider range of sectors beyond infrastructure, aligning with the Government's industrial strategy. NWF have a total capital of £27.8 billion, with at least £5.8 billion dedicated to green hydrogen, carbon capture, ports, gigafactories, and green steel.

 

This aligns with the principle of achieving policy objectives via sound banking. Our private sector function will provide corporate and project finance and invest across the capital structure, including senior debt, mezzanine, guarantees and equity. Our local authority function will lend to local authorities at a preferential rate for high value and strategic projects of at least £5 million NWF have previously undertaken early market engagement for an Investment management solution and related services - https://www.find-tender.service.gov.uk/Notice/006286-2025. NWF wish to conduct further early market engagement prior to issuing a tender for services. The investment management solution (s) must include some or all of the below relating to the financial and operational lifecycle of a deal post go-live, namely:-

 

• Investment set up (booking a deal)

• Output for the purposes of accounting in-line with International Financial Reporting Standards (IFRS). 

• Investment management of a deal (calculation of cashflow)

• Investment closure (ending a deal)

• Risk management of a deal such as IFRS ECL & economic capital calculations

• Licenses and implementation services related to the above

• Professional services related to the above NWF currently has a number of tools providing these services internally.

 

The solution (s) & services need to be able to facilitate all our product sets, in Debt (Bullet repayment loan, Amortising loan, Revolving credit facility, Bridge finance, Bonds and Portfolio loans such as warehousing), Guarantee (Financial guarantee, Performance, Inflation linked, Credit enhancement & First loss) and Equity (Ordinary shares, Preference shares, Fund investments, Convertible loan notes, PIK shares).

 

The solution(s) & services would need to be capable of supporting our users in daily workflows across our Financial Risk Management, Finance Operations, Financial Control, Portfolio Management and Treasury teams. The solution(s) & services will enable NWF to manage and monitor its investment in an efficient and transparent manner. As NWF are wholly owned by HMT, any solution & services must be capable of meeting our user requirements and offer value for money. Any dates or values provided as part of this notice are estimates only and are subject to change depending on wider approvals and feedback to the early market engagement.

Timeline

Published Date :

24th Oct 2025 2 months ago

Deadline :

5th Dec 2025 1 month ago

Contract Start :

30th Apr 2026

Contract End :

30th Apr 2031

Keywords

IT consulting

keystroke entry

web services

network support

rollout planning

cloud services

form population

digit keying

data encoding

IT outsourcing

data entry

compliance auditing

platform module coding

enterprise consultation

integration adapters

bespoke consultancy

IT service desk software

software development

cybersecurity support

patch management utility

user manual creation

numeric typing services

manual record input

application maintenance

IT workflow engine

enterprise IT toolset

network management suite

feature enablement setup

integration planning

database updating

version upgrade support

server-side logic design

deployment scripting

IT asset inventory

help desk services

digital transformation

organizational advisory

IT toolchain development

technical consultancy

technical support

training and onboarding

system utilities bundle

API gateway creation

system integration

deployment assistance

software customization

specialized project support

IT infrastructure management

system architecture modules

post-install configuration

change management assistance

corporate training delivery

software lifecycle guidance

spreadsheet data insertion

business process improvement

tech writing and documentation

infrastructure monitoring platform

enterprise IT module programming

professional services contracting

backend scalability support

integration with existing systems

administrative input support

systems automation package

implementation success tracking

backend service development

platform migration services

expert third-party services

microservices implementation

configuration deployment tool

Tender Lot Details & Award Criteria

1 Tender Lots

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Workflows

Status :

Closed

Procedure :

N/A

Suitable for SME :

Yes

Nationwide :

No

Assign to :

Tender Progress :

0%

Details

Notice Type :

PIN

Tender Identifier :

IT-378-246-T: 2024 - 001

Tenderbase ID :

310724019

Low Value :

£100K

High Value :

£1000K

Buyer Information

Address :

Liverpool Merseyside , Merseyside , L13 0BQ

Website :

N/A

Procurement Contact

Name :

Tina Smith

Phone :

0151 252 3243

Email :

tina.smith@shared-ed.ac.uk