Treasury Management and Business Planning Retainer Services

Salix Homes
North West
Direct award
1 April 2026 to 31 March 2029

Provision of ongoing advisory services covering treasury management, financial strategy, and business planning. The scope includes regular monitoring of financial performance, debt portfolio management, and strategic support for business plan development, requiring a retainer-based service model to ensure consistent access to specialist financial expertise.

Open the official notice

Awarded value: Not published
Published: 20 May 2026
Awarded: 20 May 2026; Savills
Contract length: 36 months; Ends 31 March 2029

What the contract covers

Retainer services

Provision of expert treasury management and strategic business planning consultancy services to support long-term financial stability and growth for housing associations.

Treasury Management services
Business Planning services

Terms and requirements

Contract type: Retainer services
Procedure: Direct award
Contract dates: 1 April 2026 to 31 March 2029
Certifications asked for: None stated
Lots: 1
Suitable for SMEs: Not stated
CPV codes: 66600000

Services in this contract

Treasury management adviceMain service£58k typicalTreasury management retainer for a housing provider
Housing strategy and HRA business planning£45k typicalBusiness planning retainer services named as a separate deliverable

Lifecycle

Published
20 May 2026
Contract awardedto Savills
20 May 2026
Contract starts
1 April 2026
Contract ends
31 March 2029

The buyer

Salix Homes

Type: Locked
Contracts, 24 months: Locked
Recorded value: Locked
Typical contract: Locked
HRA business plan contracts, 24 months: Locked

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Contact details

Email: Locked
Address: Locked

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The supplier

Savills

Contracts won, 24 months: Locked
Value won, 24 months: Locked
Buyers, 24 months: Locked
Size: Locked
Companies House number: Locked

Main buyers

Contact details

Email: Locked
Website: Locked

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Cite this contract

Link: https://bidskim.com/tender/3597294/treasury-management-and-business-planning-retainer-services
Buyer reference: SH26004
Open contracting ID: ocds-h6vhtk-069d29
Last checked: 5 November 2026

Salix Homes. Treasury Management and Business Planning Retainer Services. Contract award, 20 May 2026. BidSkim, https://bidskim.com/tender/3597294/treasury-management-and-business-planning-retainer-services (accessed 5 November 2026).