Investment Management Consultancy Services

The fully refreshed and re-structured Investment Management Consultancy Services Framework was launched in October 2017 and will be available for Further Competition and Direct Award until October 2021. Contracts awarded under the framework may have a maximum duration of 7 years.

The framework is split across 3 Lots:

  • Lot 1 - Investment Consultancy Services
  • Lot 2 - Manager Search, Selection, Monitoring and Review Services
  • Lot 3 - Investment Management Consultancy-related Specialist Services

There are 12 providers across the 3 Lots as follows:

Inv mgmt suppliers

Please note: Marsh & McLennan Companies (MMC) completed their acquisition of Jardine Lloyd Thompson Group plc (JLT) on 1 April 2019. The JLT Employee Benefits business will be integrated into Mercer. At present both JLT and Mercer are continuing as separate contracting entities. We are remaining in close contact with JLT and Mercer and will provide further updates as soon as anything changes that may have an impact on the National LGPS Frameworks, existing or new call off contracts. If you have any queries please contact National LGPS Frameworks on the below details. 

KPMG has signed a conditional agreement to sell its pensions advisory business to a New Company and we are currently working closely with our Legal Team and KPMG representatives. In the meantime, if you are planning to go out to Further Competition under the Investment Management Consultancy Services Framework please continue to invite KPMG to bid in the usual way or if you are currently contracting with KPMG please continue as normal.

Please see the Introduction Pack below for details of services available through the framework:

Introduction and Joining Instructions - Download this pack if you would like to know more about the framework. It explains what a procurement framework is, the benefits of using one and what services are included.

Option Form - Complete this form if you would like more information on the framework or if you would like to sign up to use it.

Confidentiality Statement - You will need to sign and return this together with your Option Form. We can then send you confidential catalogues and pricing schedules. Signing and returning a Confidentiality Statement places you under no obligation to use the framework but allows us to share the full set of documents for this framework.


Sample Members Access Agreement - An example of the Members Access Agreement. You will need to sign this document as an agreement between yourselves and Norfolk County Council, as the Letting Authority of the framework. If you have previously signed a Members Access Agreement for another National LGPS Framework please contact us.


Please contact us if you would like any further information regarding this framework by calling 01603 495922 or email at