---
title: "Transition Manager to Facilitate the In-Specie Transfer of Pension Fund Assets"
ocid: "ocds-b5fd17-0542a4f4-eeb7-4dd2-9f82-2c1279f70ade"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-0542a4f4-eeb7-4dd2-9f82-2c1279f70ade"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-0542a4f4-eeb7-4dd2-9f82-2c1279f70ade.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-0542a4f4-eeb7-4dd2-9f82-2c1279f70ade.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "STAFFORDSHIRE COUNTY COUNCIL"
published: "2025-03-06"
---

# Transition Manager to Facilitate the In-Specie Transfer of Pension Fund Assets

Buyer: STAFFORDSHIRE COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-0542a4f4-eeb7-4dd2-9f82-2c1279f70ade

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## Summary

Staffordshire County Council has completed the procurement process for the contract titled "Transition Manager to Facilitate the In-Specie Transfer of Pension Fund Assets" under the category of Pension fund management services (CPV: 66141000). The contract, valued at £119,000, covers services including transition management, foreign exchange management, risk management, and trading activities related to global equities. The contract involves service delivery in the West Midlands, United Kingdom. The procurement was conducted through a call-off from a framework agreement and is currently in the award stage, with the contract scheduled to commence on 10 March 2028 and conclude on 28 March 2028.

This tender offers substantial opportunities for businesses specialising in financial and pension fund management services. Specifically, firms that excel in project management, trade execution, foreign exchange management, and risk management are well-suited to compete. Small and medium-sized enterprises (SMEs) particularly stand to benefit, as the procurement process indicates suitability for these entities. Engaging in this contract can provide reputable visibility and the chance to work closely with a large organisation like Staffordshire County Council, thereby fostering business growth and expanding market reach.

## Notice

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

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/f5a70a2e-a382-4cea-9b89-00e1c31f769c |
| Notice type | Award Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Call-off from a framework agreement |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 6 Mar 2025 |
| Submission deadline | 25 Jan 2025 |
| Future notice date | Not specified |
| Award date | 5 Mar 2025 |
| Contract period | 10 Mar 2028 - 28 Mar 2028 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £119,000 |
| Lots value | Not specified |
| Awards value | £119,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | STAFFORDSHIRE COUNTY COUNCIL |
| Locality | STAFFORD |
| Post town | Stoke-on-Trent |
| Postcode | ST16 2DH |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG2 Shropshire and Staffordshire |
| ITL 3 | TLG24 Staffordshire CC |
| Local authority | Stafford |
| Electoral ward | Forebridge |
| Westminster constituency | Stafford |
| Delivery location | TLG West Midlands (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MACQUARIE CAPITAL |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66141000 - Pension fund management services

## Release History

- 6 Mar 2025 at 09:38 - AwardUpdate - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/f5a70a2e-a382-4cea-9b89-00e1c31f769c
- 5 Mar 2025 at 16:19 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/f5a70a2e-a382-4cea-9b89-00e1c31f769c

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/f5a70a2e-a382-4cea-9b89-00e1c31f769c
  6th March 2025 - Awarded contract notice on Contracts Finder

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-0542a4f4-eeb7-4dd2-9f82-2c1279f70ade. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-0542a4f4-eeb7-4dd2-9f82-2c1279f70ade.json.