Transition Manager to Facilitate the In-Specie Transfer of Pension Fund Assets
Details
- Supplier(s)
- Macquarie Capital
- Value
- £119,000
- Topic
- Pension fund management services
- Published
- 5 March 2025
- Source
- uk:contracts_finder
Tender description
The following services are to be delivered for the transition: 1. Provision of transition management services for a sustainable global equities portfolio including project management, cost effective trade execution and efficient risk management; 2. Provision of cost-effective foreign exchange management during the transition of non-GBP assets, including forex hedging and netting where possible/applicable; 3. Provision of assistance in minimising the effects of performance drag from holding cash (for the purposes of managing expenses, cash flows and collateral) during transition through the prudent management of cash; 4. Provision of assistance in the management of cost-effective, high quality execution of transition-related trades through the delivery of trading activity in global equities; 5. Provision of detailed, transparent transition cost information Attendance at meetings, albeit virtually, as required by the Customer
Timeline
- Completed: Award published5 March 2025Current notice
- Next: Award date10 March 2028in 17 months
- Upcoming: Contract expiry date28 March 2028
About the buyer
Staffordshire County Council buys as a local authority, with a Commercial Team managing procurement on its behalf. Suppliers register on Proactis, the council's electronic tendering system, to view opportunities and submit bids. Larger opportunities are also advertised on Find a Tender, the government's procurement portal. Contracts below the advertised threshold are handled directly by individual council directorates rather than the Commercial Team. Existing framework agreements, dynamic purchasing systems and collaborative partner arrangements are used ahead of new competitions where possible. Contract award notices and procurement reports are published for transparency.
UK local government drives £140bn in annual procurement, led by social protection (£66.6bn) and education (£57.1bn).
Over the past 5 years, most of Staffordshire County Council's contract awards have been in business services, waste, cleaning and environmental services and construction work.
Relevant CPV codes
- 66141000 · Pension fund management services
Decision makers
Connect with the people behind this procurement.
| Contact name | Job title | Phone number | Work email |
|---|---|---|---|
| Head of Procurement | +44 •••• •••••• | ••••••••@staffordshire-county-council.gov | |
| Commercial Director | +44 •••• •••••• | ••••••••@staffordshire-county-council.gov | |
| Procurement Manager | +44 •••• •••••• | ••••••••@staffordshire-county-council.gov | |
| Category Lead | +44 •••• •••••• | ••••••••@staffordshire-county-council.gov | |
| Senior Buyer | +44 •••• •••••• | ••••••••@staffordshire-county-council.gov | |
| Contracts Manager | +44 •••• •••••• | ••••••••@staffordshire-county-council.gov |
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