Skip to main content
Homepage

Transition Management Services Framework

We are delighted to confirm that the latest National LGPS Procurement Framework for Transition Management and Implementation Services is now live. This is the second iteration of the Transition Management and Implementation Services Framework.

Overview

The Transition Management Services Framework (ref NCCT42947) is available for Further Competition and Direct Award until February 2029. Contracts awarded under the Framework may be let up for a maximum contract length of seven years from the Further Competition Award date. No contract awarded from the Framework will be permitted to extend beyond 2 March 2036.

Lots

The Framework is split across 2 Lots:

  • Lot 1 - Transition Management and Implementation Services
  • Lot 2 - Transition Management Advisory Services

There are 6 providers on the Framework split across the 2 Lots:

swipe
Provider
BlackRock
Hymans Robertson LLP
Macquarie Capital
Mercer Limited
Northern Trust
Russell Investments

FAQs

The Public Contracts Regulations (PCR) 2015 apply to the Transition Management Services Framework, including all call-off contracts let via it.

You will need to pay a joining fee to use this Framework. The National LGPS Frameworks are a not-for-profit programme established 'by the LGPS, for the LGPS', and the joining fee helps towards the ongoing support and administration of this Framework.

The joining fee for the Transition Management Services Framework will be £1,250 to join both Lot 1 and Lot 2.

There will be no charge to view the documents before you make your decision on whether or not you wish to use the Framework.

Procurement can take significant time and money both for the awarding Authority and the Service Provider. The National LGPS Frameworks are fully compliant with the Public Contracts Regulations 2015. It reduces the time and costs associated with the procurement process by offering a facility that has already been competitively tendered. It aims to deliver access at the best possible price to high-quality, efficient and effective Actuarial, Benefits & Governance Consultancy Services Providers. Benefits include:

  • Shortened timescales
  • Reduced procurement and legal costs
  • Robust and transparent process with high level of due diligence and specialist support
  • Agreed Terms and Conditions of contract with providers
  • Enable access to specialist providers whose experience and quality has been tested
  • Comprehensive user documentation and support from Frameworks team
  • Provider ceiling prices established
  • Possibility to benefit from cumulative rebates

  • Any LGPS Administering Authorities as defined in the Local Government Pension Scheme Regulations 2013 (SI 2013/2356) (as amended) including the Firefighters’ Pension Scheme and Police Pension Schemes and any of their participating Employing Authorities, or in relation to the LGPS in Scotland, any Administering Authority and any of their Scheme employers as defined in the Local Government Pension Scheme (Scotland) Regulations 2018 (SSI 2018/141) (as amended);
  • NILGOSC in Northern Ireland and Employing Authorities as defined in the Local Government Pension Scheme Regulations (Northern Ireland) 2014 (SRNI 2014/188) (as amended)
  • The Board of the Pension Protection Fund; (http://www.pensionprotectionfund.org.uk)
  • Any other Administering Authority or organisation of a Public Sector Pension Scheme or any Public Sector body or that requires pension related services;
  • Any common asset pool or collective investment vehicle established by or on behalf of an Administering Authority or group of Administering Authorities; or
  • Any bodies, organisations or companies established by them for the purpose of operating on a collective basis.

The Transition Services Framework is open from February 2025 until February 2029.

Contracts awarded under the Transition Management Services Framework have a maximum total duration of 7 years. No contract awarded from the framework will be permitted to extend beyond 2 March 2036.

Yes, Direct award is available on both Lots.

The Transition Management Services Framework has been established by the following LGPS funds - the "Founding Authorities":

  • Norfolk County Council (as Administering Authority of the Norfolk Pension Fund)
  • City of Bradford Metropolitan District Council (as Administering Authority of the West Yorkshire Pension Fund)
  • City of Wolverhampton Council (as Administering Authority of the West Midlands Pension Fund)
  • LGPS Central Limited
  • Staffordshire County Council (as Administering Authority of the Staffordshire Pension Fund)
  • West Sussex County Council (as Administering Authority of West Sussex Pension Fund)
  • Wirral Council (as Administering Authority for Merseyside Pension Fund)

Additional Resources

Additional Documents

This page provides the Specification of Requirements for the Transition Management Services Framework, Sample Members Access Agreement and Sample Annex A.

Access to Framework Documents - Transition Management Services

This page provides key details on how to access all the documentation for the Transition Management Services Framework.

Related Frameworks

Investment Management Consultancy Services Framework

This third iteration of the National LGPS Framework for Investment Management Consultancy Services was expanded to enable Cost Monitoring and Reporting services to also be procured. The Framework offers the LGPS community a quick and efficient route to market for a wide range of investment services.

Stewardship Services Framework

Environmental, Social and Governance-related services have become of increasing importance to the LGPS in recent times. The National LGPS Framework for Stewardship Services provides LGPS Funds and Pools with easy access to a range of highly qualified and experienced Providers within this developing market.