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Tender | Financial Advisors for Pension and Investments

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Introduction

EPIC invites qualified and regulated financial advisory firms to submit proposals to provide:

  • Independent financial advice to current and ex-members of staff in relation to their membership of the EPIC pension scheme
  • Independent financial, regulatory and governance advice to the organisation in respect of the provision and management of the EPIC pension scheme
  • Strategic financial and governance advice on EPIC’s corporate investment portfolio
  • The successful advisor will support EPIC in delivering strong governance, regulatory compliance, and improved member outcomes, in line with Irish and EU pension requirements.

Deadline for applications: 5pm, Friday 5th June 2026

Background

EPIC Empowering People in Care exists because some children and young people need extra help or support arising from their experiences in care. We are independent, with a clear purpose and mandate – to advocate for the rights of care-experienced children and young people.  

Our team works with children in care, young care leavers, and anyone with experience of the care system up to the age of 26. EPIC works to ensure that their voices are represented and considered in decisions that affect their lives, and that their experiences inform policy and practice. We also create safe spaces for children and young people to come together to work on projects that are important to them.  

All of EPIC’s work is grounded in the UN Convention on the Rights of the Child, particularly Article 12, which provides for the right to be heard and to participate in decision making. EPIC’s Strategic Plan (2022–2027) was developed through inclusive engagement with staff, the Youth Council, the Board, and external stakeholders. It outlines EPIC’s commitment to children and young people in care, emphasizing governance, partnership, and advocacy. 

EPIC Pension Scheme

EPIC has a defined contribution pension scheme, currently with New Ireland Assurance.

Membership of the scheme:

  • Currently there are 2 inactive members
  • Currently there are 28 active members

Proposal Requirements

The proposal should include the following:

1. Firm Overview 

  • Regulatory status 
  • Experience with company pension schemes 
  • Experience with company investment portfolio
  • Key personnel (QFA, CFP, FIA or equivalent)

2. Approach and engagement plan 

  • Approach to: 
  • Investment strategy review 
  • IORP II compliance 
  • Governance framework 
  • Engagement plan

3. Fees

  • Transparent pricing (fixed/retainer/hourly) 
  • Breakdown of all costs 

4. Conflicts of Interest

  • Full disclosure 
  • Independence confirmation 

5. References

  • Minimum of two relevant Irish company pension clients 

6. Presentation

A shortlist of proposers may be invited to present to the Finance & Fundraising Board sub-committee. 

Submission Details

Submit proposals electronically to: 

recruit@epiconline.ie
Subject: EPIC Pension Advisory Tender 

Deadline for applications: 5pm, Monday 15th June 2026

Queries

All queries must be submitted in writing to: 

Michele Brady (michelebrady@epiconline.ie)