TEN-2526-037 (PA2023) Retirement Consultancy Framework - Lot No 2, Call-Off No 1

respect of the annuity transfer value design, including: Preparation for and attendance at the meeting on 12 May to discuss Rothesay's initial analysis Preparation of paper "Review of Rothesay's transfer value analysis" dated May 2026 Preparation for and attendance at the meeting on 29 May to discu

ss and agree the annuity transfer value design Initiating the Value for Money workstream, including outlining potential elements of the Value for Money process for Rothesay's review Further work in respect of the approach to managing differ