---
title: "Pensions Subject Matter Experts"
ocid: "ocds-b5fd17-5da6d59b-d741-425e-b24e-d51d5422878d"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-5da6d59b-d741-425e-b24e-d51d5422878d"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-5da6d59b-d741-425e-b24e-d51d5422878d.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-5da6d59b-d741-425e-b24e-d51d5422878d.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NHS BUSINESS SERVICES AUTHORITY"
published: "2025-05-08"
---

# Pensions Subject Matter Experts

Buyer: NHS BUSINESS SERVICES AUTHORITY  
Current stage: Award  
OCID: ocds-b5fd17-5da6d59b-d741-425e-b24e-d51d5422878d

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-5da6d59b-d741-425e-b24e-d51d5422878d)  
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## Summary

The NHS Business Services Authority has recently completed a procurement process titled "Pensions Subject Matter Experts" within the industry category of Pension Fund Management Services. This initiative is crucial due to the McCloud Judgment, necessitating compliance with legal obligations to address age discrimination in public sector pension schemes. Located in Newcastle Upon Tyne, United Kingdom, the contract period began on 22 April 2025 and will conclude on 21 April 2026. Such services are targeted at handling the increased pension workloads influenced by recent announcements concerning NHS England and Integrated Care Boards (ICBs). The procurement process was executed through a selective method, specifically a call-off from a framework agreement, with deadlines spanning until April 2025, marking the procurement stage as Award.

This opportunity presents significant avenues for business growth, primarily for organisations possessing expertise in high-volume pension management processes and complex retirement calculations. Large enterprises, such as Equiniti Limited, which was awarded the contract valued at £6,500,000, exemplify firms well-equipped to provide the necessary skilled expertise in navigating the complexities of the McCloud judgment compliance and managing substantial pension workloads. Such tenders can enable businesses to leverage their capabilities in specialised pension fund management, enhancing their service portfolio and increasing their foothold within government-related contracts.

## Notice

The McCloud Judgement refers to a ruling by the Court of Appeal, which instructs that remedies are put in place to remove age discrimination from public sector pension schemes following the 2015 reforms. As providers of the NHS Pension Scheme, DHSC and NHSBSA are within scope of this judgement and must therefore comply with legal obligations. In addition to this, the recent announcements around NHSE and ICBs will lead to an unforeseen significant spike in Pension workloads with an expectation that these members are prioritised and timescales aligned with DHSC expectations and timelines. Work will include redundancy estimate requests, end to end retirement calculations and then putting pensions into payment. The calculations required for impacted McCloud members will add complexity as Pensions Savings Statement will also need to be produced. Resource required for this work are highly skilled Subject Matter Experts.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/3eca02f5-991a-4e34-a4ab-24ef4e6852f7 |
| Notice type | Award Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Call-off from a framework agreement |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 8 May 2025 |
| Submission deadline | 15 Apr 2025 |
| Future notice date | Not specified |
| Award date | 21 Apr 2025 |
| Contract period | 21 Apr 2025 - 21 Apr 2026 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £6,500,000 |
| 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 | NHS BUSINESS SERVICES AUTHORITY |
| Locality | NEWCASTLE UPON TYNE |
| Post town | Newcastle upon Tyne |
| Postcode | NE15 8NY |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC4 Northumberland, Durham and Tyne & Wear |
| ITL 3 | TLC43 Tyneside |
| Local authority | Newcastle upon Tyne |
| Electoral ward | Lemington |
| Westminster constituency | Newcastle upon Tyne Central and West |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | EQUINITI |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66141000 - Pension fund management services

## Release History

- 8 May 2025 at 12:38 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/3eca02f5-991a-4e34-a4ab-24ef4e6852f7

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/3eca02f5-991a-4e34-a4ab-24ef4e6852f7
  8th May 2025 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/46b98562-b7ae-4c4a-861d-487a21f7a54b
  Pensions-SME-Support-Services-Order-Form-A- Paymaster SOW 4 SME Final_Redacted

## 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-b5fd17-5da6d59b-d741-425e-b24e-d51d5422878d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-5da6d59b-d741-425e-b24e-d51d5422878d.json.