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 11 providers across the 3 Lots as follows:

Please note: Marsh & McLennan Companies (MMC) completed their acquisition of Jardine Lloyd Thompson Group plc (JLT) on 1 April 2019. The integration of JLT Employee Benefits into Mercer has now been completed. All services provided by JLT Employee Benefits on the Investment Management Consultancy Services Framework will now be offered by Mercer. Therefore JLT can no longer be invited to Further Competition.

Please note: The takeover of KPMG's pensions advisory practice by Iseran Bidco has now been completed, and they have rebranded as Isio. If you are planning to go out to Further Competition under the Investment Management Consultancy Services Framework please invite Isio to bid in the usual way, their contact details can be found in their updated Supplier Catalogue. If you have any queries please contact National LGPS Frameworks using the below details.

 

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 nationalLGPSframeworks@norfolk.gov.uk.