Buyer Name: Pool Re Services Limited
Buyer Address: Equitable House, 47 King William Street, 47 KING WILLIAM STREET, London, UKI31, EC4R 9AF, United Kingdom
Contact Name: Commercial Services
Contact Email: commercialservices@poolre.co.uk
Contact Telephone: 02073377170
Pool Re wishes to establish a Framework Agreement (“the Framework”) with multiple suppliers for the provision of Legal Services. The procurement is being conducted under the Light Touch Contracts regime and is therefore subject to the applicable provisions within the Procurement Act 2023. Providers appointed to the Framework will provide services in respect of the specialisms required for the specific Lot(s) to which they are appointed. The Framework will be divided into two (2) Lots: Lot 1 – General Legal Advice Services; and Lot 2 – Major Projects and Complex Legal Advice Services. The Lots are not exclusive, and Tenderers may bid to be appointed to one and/or both Lots. Both Lots shall provide Legal Services predominantly in the law of England and Wales. On occasion, depending on the nature of the engagement, Pool Re may require advice on the law of foreign jurisdictions in respect of the required specialisms, for either Lot. In the event that advice is required on the law of a foreign jurisdiction, the Provider and Pool Re shall agree in advance and in writing the approach to be taken in delivering the advice. For more information about this opportunity, please visit the Delta eSourcing portal at: https://poolre.delta-esourcing.com/tenders/UK-UK-London:-Legal-services./5276Y4F56U To respond to this opportunity, please click here: https://poolre.delta-esourcing.com/respond/5276Y4F56U
No linked documents found for this notice.
External Link: https://www.find-tender.service.gov.uk/Notice/063235-2025
Link Description: Tender notice on Find a Tender
Lot Title: General Legal Advice Services
Lot Description: The provision of legal advice on the following (non-exhaustive) areas of law and ancillary related work, with significant and demonstrable experience advising on these specialisms to Arm’s Length Bodies of HM Government Departments and regulated financial services firms (including dual-regulated non-Solvency II firms): •Employment law, with an expertise in the following overlays: (1) financial services regulatory and (2) public law •Public procurement law •General commercial. Including contract drafting and advice •Outsourcing, including TUPE •Corporate law •Corporate governance law •Intellectual property and technology law •Data protection law •Real estate law •Financial crime law and regulation •Tax law •Public and administrative law matters, particularly in the context of Arm’s Length Bodies’ arrangements with their sponsoring departments Tenderers appointed will look to provide value-added items to Pool Re at no additional cost. A non-exhaustive list of examples include: •Regular relationship meetings with Pool Re, as reasonably requested •Access to meeting space, as reasonably requested •Relevant e-mail alerts, including training alerts •Horizon-scanning product (specific and tailored to Pool Re) to be prepared on a quarterly basis, by rotation with the purpose of altering Pool Re to matters of interest or where there may be an impact with recommendations on how to proceed if applicable in a number of key areas. •Access to client training brochures on an annual basis and working with Pool Re to deliver identified training •Invitations and access to legal update briefings, seminars, conferences and events •Invitations to masterclasses and industry events
Lot 1 Status: active
Lot 1 Value (Gross): GBP 0.00
Lot 1 Contract Start: 2026-04-01T00:00:00+01:00
Lot 1 Contract End: 2031-03-31T23:59:59+01:00
Lot 1 SME Suitable: Yes
Lot 1 Award Criterion (price): Price (30%)
Lot 1 Award Criterion (quality): Quality (70%)
Lot Title: Major Projects and Complex Legal Advice Services
Lot Description: The provision of a one-stop shop service for complex legal advice services covering the following specialisms and ancillary related work, with significant, demonstrable experience and expertise advising on these specialisms to Arm’s Length Bodies of HM Government Departments and regulated financial services firms (including dual-regulated non-Solvency II firms). This may involve advising on non-English law matters, either directly or via instructing local counsel (which shall be charged as a disbursement): •Complex financial services regulation (including for dual-regulated Non-Solvency II firms e.g. reinsurance firms) and regulatory changes •Complex insurance and reinsurance law (including expertise in wordings, regulatory issues, transactional work and claims handling and coverage disputes) •Corporate finance and guarantees (including in favour of HMG stakeholders) •Capital markets (including debt capital markets e.g. insurance-linked securities) •Investment and asset management, including private equity investments •Investment and commercial banking •Complex public and administrative law matters, particularly in the context of Arm’s Length Bodies’ arrangements with their sponsoring departments •Complex competition law and subsidy control law •Complex corporate law matters (including corporate restructurings) with detailed input required from teams advising on the above specialisms •Litigation, arbitration and alternative dispute resolution (including disputes relating to insurance and reinsurance claims, judicial reviews and contentious regulatory matters) Tenderers appointed will look to provide value-added items to Pool Re at no additional cost. A non-exhaustive list of examples include: •Regular relationship meetings with Pool Re, as reasonably requested •Access to meeting space, as reasonably requested •Relevant e-mail alerts, including training alerts •Horizon-scanning product (specific and tailored to Pool Re) to be prepared on a quarterly basis, by rotation with the purpose of altering Pool Re to matters of interest or where there may be an impact with recommendations on how to proceed if applicable in a number of key areas. •Access to client training brochures on an annual basis and working with Pool Re to deliver identified training •Invitations and access to legal update briefings, seminars, conferences and events •Invitations to masterclasses and industry events
Lot 2 Status: active
Lot 2 Value (Gross): GBP 0.00
Lot 2 Contract Start: 2026-04-01T00:00:00+01:00
Lot 2 Contract End: 2031-03-31T23:59:59+01:00
Lot 2 SME Suitable: Yes
Lot 2 Award Criterion (price): Price (20%)
Lot 2 Award Criterion (quality): Quality (80%)
Document Description: Not published
Document Description: Tender notice on Find a Tender
{
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"description": "Pool Re wishes to establish a Framework Agreement (\u201cthe Framework\u201d) with multiple suppliers for the provision of Legal Services. \nThe procurement is being conducted under the Light Touch Contracts regime and is therefore subject to the applicable provisions within the Procurement Act 2023. \nProviders appointed to the Framework will provide services in respect of the specialisms required for the specific Lot(s) to which they are appointed. \nThe Framework will be divided into two (2) Lots:\nLot 1 \u2013 General Legal Advice Services; and \nLot 2 \u2013 Major Projects and Complex Legal Advice Services.\nThe Lots are not exclusive, and Tenderers may bid to be appointed to one and/or both Lots.\nBoth Lots shall provide Legal Services predominantly in the law of England and Wales. \nOn occasion, depending on the nature of the engagement, Pool Re may require advice on the law of foreign jurisdictions in respect of the required specialisms, for either Lot. In the event that advice is required on the law of a foreign jurisdiction, the Provider and Pool Re shall agree in advance and in writing the approach to be taken in delivering the advice.\nFor more information about this opportunity, please visit the Delta eSourcing portal at: \nhttps://poolre.delta-esourcing.com/tenders/UK-UK-London:-Legal-services./5276Y4F56U\nTo respond to this opportunity, please click here: \nhttps://poolre.delta-esourcing.com/respond/5276Y4F56U",
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"description": "The provision of legal advice on the following (non-exhaustive) areas of law and ancillary related work, with significant and demonstrable experience advising on these specialisms to Arm\u2019s Length Bodies of HM Government Departments and regulated financial services firms (including dual-regulated non-Solvency II firms):\n\u2022Employment law, with an expertise in the following overlays: (1) financial services regulatory and (2) public law\n\u2022Public procurement law\n\u2022General commercial. Including contract drafting and advice\n\u2022Outsourcing, including TUPE\n\u2022Corporate law\n\u2022Corporate governance law\n\u2022Intellectual property and technology law\n\u2022Data protection law\n\u2022Real estate law\n\u2022Financial crime law and regulation\n\u2022Tax law\n\u2022Public and administrative law matters, particularly in the context of Arm\u2019s Length Bodies\u2019 arrangements with their sponsoring departments\nTenderers appointed will look to provide value-added items to Pool Re at no additional cost. A non-exhaustive list of examples include:\n\u2022Regular relationship meetings with Pool Re, as reasonably requested\n\u2022Access to meeting space, as reasonably requested\n\u2022Relevant e-mail alerts, including training alerts\n\u2022Horizon-scanning product (specific and tailored to Pool Re) to be prepared on a quarterly basis, by rotation with the purpose of altering Pool Re to matters of interest or where there may be an impact with recommendations on how to proceed if applicable in a number of key areas.\n\u2022Access to client training brochures on an annual basis and working with Pool Re to deliver identified training\n\u2022Invitations and access to legal update briefings, seminars, conferences and events\n\u2022Invitations to masterclasses and industry events",
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"description": "Please see tender documents for further information",
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"description": "Please see tender documents for further information",
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"contractPeriod": {
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"startDate": "2026-04-01T00:00:00+01:00"
},
"description": "The provision of a one-stop shop service for complex legal advice services covering the following specialisms and ancillary related work, with significant, demonstrable experience and expertise advising on these specialisms to Arm\u2019s Length Bodies of HM Government Departments and regulated financial services firms (including dual-regulated non-Solvency II firms). This may involve advising on non-English law matters, either directly or via instructing local counsel (which shall be charged as a disbursement):\n\u2022Complex financial services regulation (including for dual-regulated Non-Solvency II firms e.g. reinsurance firms) and regulatory changes\n\u2022Complex insurance and reinsurance law (including expertise in wordings, regulatory issues, transactional work and claims handling and coverage disputes)\n\u2022Corporate finance and guarantees (including in favour of HMG stakeholders)\n\u2022Capital markets (including debt capital markets e.g. insurance-linked securities)\n\u2022Investment and asset management, including private equity investments\n\u2022Investment and commercial banking \n\u2022Complex public and administrative law matters, particularly in the context of Arm\u2019s Length Bodies\u2019 arrangements with their sponsoring departments\n\u2022Complex competition law and subsidy control law\n\u2022Complex corporate law matters (including corporate restructurings) with detailed input required from teams advising on the above specialisms\n\u2022Litigation, arbitration and alternative dispute resolution (including disputes relating to insurance and reinsurance claims, judicial reviews and contentious regulatory matters)\nTenderers appointed will look to provide value-added items to Pool Re at no additional cost. A non-exhaustive list of examples include:\n\u2022Regular relationship meetings with Pool Re, as reasonably requested\n\u2022Access to meeting space, as reasonably requested\n\u2022Relevant e-mail alerts, including training alerts\n\u2022Horizon-scanning product (specific and tailored to Pool Re) to be prepared on a quarterly basis, by rotation with the purpose of altering Pool Re to matters of interest or where there may be an impact with recommendations on how to proceed if applicable in a number of key areas.\n\u2022Access to client training brochures on an annual basis and working with Pool Re to deliver identified training\n\u2022Invitations and access to legal update briefings, seminars, conferences and events\n\u2022Invitations to masterclasses and industry events",
"hasRenewal": true,
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],
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"procedure": {
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"features": "Selection stage, including a Procurement Specific Questionnaire.\nSuppliers may be down-selected for the next stage.\nBoth Lots will have an Invitation to Tender stage.\nLot 2 Suppliers may be down-selected for a Presentation stage.\nLot 2 will have a Presentation stage.\nPool Re reserve the right to modify the stages in this process.",
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"procurementMethod": "open",
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"status": "active",
"submissionMethodDetails": "https://poolre.delta-esourcing.com/respond/5276Y4F56U",
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},
"techniques": {
"frameworkAgreement": {
"description": "If Pool Re decides to source Services through the Framework Agreement, then it will award the Services in accordance with the following award procedures:\n\u2022Where it is anticipated that the value of the Services required will be less than \u00a35,000 (exc. VAT), the call-off award will be made by way of Framework Agreement Direct Award; or\n\u2022Where it is anticipated that the value of the Services required will fall between \u00a35,000 and \u00a325,000 (exc. VAT), Pool Re may in its absolute discretion choose to make an award by way of Framework Agreement Direct Award or Framework Agreement Mini Competition Award; or\n\u2022Where it is anticipated that the value of the Services required will equal or exceed \u00a325,000 (exc. VAT), Pool Re will award by means of Framework Agreement Mini Competition Award.\nPool Re reserves the discretion to make a Framework Agreement Direct Award, regardless of value, to the same provider that delivered Services under a recent Engagement where, in Pool Re\u2019s reasonable opinion, that provider has relevant knowledge and experience that would be of demonstrable benefit in terms of ensuring consistency, timeliness and/or value for money in delivery of the Services required. Pool Re may exercise this right regardless of whether such recent Engagement Agreement was awarded by way of Framework Agreement Direct Award or Framework Agreement Mini Competition Award.",
"method": "withAndWithoutReopeningCompetition",
"type": "closed"
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}