---
title: "Multi Provider Framework Agreement for the Provision of Stewardship Services Primarily in Support of the Local Government Pension Scheme"
ocid: "ocds-h6vhtk-02c146"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02c146"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02c146.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02c146.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "NORFOLK COUNTY COUNCIL"
published: "2026-06-09"
---

# Multi Provider Framework Agreement for the Provision of Stewardship Services Primarily in Support of the Local Government Pension Scheme

Buyer: NORFOLK COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-h6vhtk-02c146

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## Summary

The buying organisation, Norfolk County Council, is leading a procurement process titled "Multi Provider Framework Agreement for the Provision of Stewardship Services Primarily in Support of the Local Government Pension Scheme." This procurement falls under the services category within the pension services industry, classified under the CPV code 66520000. The procurement process is in the award update stage, with the most recent data available from June 2026. The services to be provided cover the UK region, and the entire contract period spans 1440 days. The procurement follows an open procedure under the legal framework of CELEX 32014L0024. Key participants in the tender include established entities such as Aon Solutions UK Ltd, Minerva Analytics Ltd, and PricewaterhouseCoopers LLP amongst others.

This tender represents a substantial opportunity for businesses specialising in pension fund management and advisory services to enhance their market presence and growth. Organisations with capabilities in global voting coverage, engagement services across portfolios, and the provision of stewardship-related compliance support may find substantial potential here. Small to medium-sized enterprises (SMEs) as well as large corporations, especially those with experience in the public sector pension framework, will be well-suited to participate. Additionally, it is an opportunity for firms to align with multiple pension funds, including those administered by various councils, thereby extending their influence and client base in the UK market. The framework provides not only immediate business prospects but also potential for continued relations through its duration.

## Notice

Norfolk County Council (as Administering Authority for Norfolk Pension Fund), on its own behalf and on behalf of City of Bradford Metropolitan District Council (as Administering Authority of the West Yorkshire Pension Fund), East Sussex County Council (as Administering Authority of East Sussex Pension Fund), South Yorkshire Pensions Authority, Tameside Metropolitan Borough Council (as Administering Authority of the Greater Manchester Pension Fund), Wirral Council (as Administering Authority of the Merseyside Pension Fund), West Sussex County Council (as Administering Authority of West Sussex Pension Fund) and Wolverhampton City Council (as Administering Authority of the West Midlands Pension Fund) have let a multi-provider framework agreement for the provision of Stewardship Advisory Services primarily in support of the Local Government Pension Scheme (LGPS).

### Lot Information

Pension fund management services

Multi Provider Framework Agreement for the Provision of Stewardship Services Primarily in Support of the Local Government Pension Scheme

Engagement Services

Engagement Services including but not limited to: Coverage and Policy * Assisting the client to engage with investee entities across the portfolio as defined by the client * Identifying and prioritising fund engagement activities by issue and company * Identifying key engagement risks within client portfolios * Identifying the optimal engagement strategy in line with the client's investment portfolio * Identifying opportunities for clients to collaborate to secure more cost-efficient and effective engagement outcomes * Analysing the effectiveness of active ownership policies * Ability to provide a service tailored to different geographies and the ability to engage with companies worldwide decided on by ESG criteria * Identifying industry developments which may impact upon client policies and reputation Execution * Undertaking engagement activity on behalf of clients * Supporting the integration of engagement best practice into investment processes and decision-making * Supporting the client in their engagement with policymakers and regulators with regard to active ownership * Co-ordination of Collaborative initiative and Shareholder resolutions * Ability to align engagement activities with voting * Supporting the Scheme with defining objectives of engagements at manager or issuer level, and what plans there are for escalation should these fail Reporting * Provision of regular monitoring reports and analysis of engagement activities undertaken * Analysing the effectiveness of engagement activity * Supporting clients with stewardship-related compliance e.g. UNPRI, UK Stewardship Code etc. * Supporting clients with internal and external communication with regards to engagement policies * Ability to meet bespoke reporting requirements Training * Provision of ongoing training for clients in relation to engagement

Voting and Engagement Services

Voting and Engagement services including, but not limited to: * Ability to provide full global voting coverage * Formalisation of a voting policy informed by client beliefs leading to an agreed voting template. Assisting in the formulation of agreed voting templates in line with client requirements * Delivery of voting execution and voting related engagement in line with client policies * Providing support on voting and voting related engagement issues * Identifying evolving voting themes which may impact upon client policies and reputation * Advising on best practice in voting policy and execution * Key analysis and reporting of trends in voting behaviour and activity and post-vote reporting * Benchmarking fund manager voting intentions relative to the client's voting policy * Supporting clients with stewardship-related compliance e.g. UNPRI, UK Stewardship Code etc. * Supporting clients with internal and external communication with regards to stewardship policies * Ability to meet bespoke reporting requirements * Ability to align voting and engagement activities * Ability to allow individual funds to vote differently to Pool * Assisting the client to engage with investee entities across the portfolio as defined by the client * Identifying and prioritising fund engagement activities by issue and company * Identifying key engagement risks within client portfolios * Identifying the optimal engagement strategy in line with the client's investment portfolio * Identifying opportunities for clients to collaborate to secure more cost-efficient and effective engagement outcomes * Undertaking engagement activity on behalf of clients. * Supporting the integration of engagement best practice into investment processes and decision-making * Supporting the client in their engagement with policymakers and regulators with regard to active ownership * Provision of ongoing training for clients in relation to engagement * Provision of regular monitoring reports and analysis of engagement activities undertaken * Analysing the effectiveness of engagement activity * Identifying key stewardship risks within client portfolios * Analysing the effectiveness of active ownership policies * Co-ordination of Collaborative initiative and Shareholder resolutions * Ability to provide a service tailored to different geographies and the ability to engage with companies worldwide decided on by ESG criteria * Identifying industry developments which may impact upon client policies and reputation * Supporting the Scheme with defining objectives of engagements at manager or at issuer level, and what plans there are for escalation should these fail.

Stewardship Reporting and Projects

Discrete pieces of specialist, stewardship-related project work including, but not limited to: * Advice on preparing stewardship due diligence tools for specific asset classes e.g. real estate, forestry etc. * Advice on contentious issues related to Responsible Investment * Reviewing and helping develop stewardship policies and partnerships * Integrating responsible investment policies into investment decision-making * Supporting clients in their stewardship-related interactions with stakeholders * Supporting the analysis and reporting of stewardship-related data * Provision of research at sectoral, regional, asset class and/or investment level of environmental, social, governance and other stewardship matters in relation to current or prospective client investments * Advice and reporting including gap-analysis in line with relevant regulatory standards and recognised external frameworks e.g. UNPRI, TCFD, UK Stewardship code, Paris Alignment, SDG alignment * Analysing the effectiveness of active ownership policies and engagement activity * Identifying industry developments which may impact upon client policies and reputation * Supporting the Scheme with defining engagement beliefs and priorities * Supporting the integration of stewardship best practice into investment processes and decision-making (in respect of both internal and external management)

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/054042-2026 |
| Notice type | Planning Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large, SME |
| All stages | Planning, Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 9 Jun 2026 |
| Submission deadline | 31 Jan 2022 |
| Future notice date | 10 Oct 2021 |
| Award date | 27 Mar 2022 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £10,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NORFOLK COUNTY COUNCIL |
| Additional buyers | CITY OF BRADFORD METROPOLITAN DISTRICT COUNCIL (AS ADMINISTERING AUTHORITY OF THE WEST YORKSHIRE PENSION FUND); EAST SUSSEX COUNTY COUNCIL (AS ADMINISTERING AUTHORITY OF THE EAST SUSSEX PENSION FUND); NORFOLK COUNTY COUNCIL (AS ADMINISTERING AUTHORITY FOR NORFOLK PENSION FUND; NORFOLK COUNTY COUNCIL (AS ADMINISTERING AUTHORITY OF THE NORFOLK PENSION FUND); SOUTH YORKSHIRE PENSION AUTHORITY; TAMESIDE METROPOLITAN BOROUGH COUNCIL (AS ADMINISTERING AUTHORITY OF THE GREATER MANCHESTER PENSION FUND); WEST SUSSEX COUNTY COUNCIL (AS ADMINISTERING AUTHORITY FOR THE WEST SUSSEX PENSION FUND); WEST SUSSEX COUNTY COUNCIL(AS ADMINISTERING AUTHORITY FOR WEST SUSSEX PENSION FUND); WIRRAL COUNCIL (AS ADMINISTERING AUTHORITY OF THE MERSEYSIDE PENSION FUND); WOLVERHAMPTON CITY COUNCIL (AS ADMINISTERING AUTHORITY OF THE WEST MIDLANDS PENSION FUND) |
| Locality | NORWICH |
| Post town | Norwich |
| Postcode | NR1 2DH |
| Country | England |
| ITL 1 | TLH East (England) |
| ITL 2 | TLH5 Norfolk |
| ITL 3 | TLH51 Norwich and East Norfolk |
| Local authority | Norwich |
| Electoral ward | Lakenham |
| Westminster constituency | Norwich South |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 25 |
| Supplier names | AON SOLUTIONS; BMO ASSET MANAGEMENT LTD T/A BMO GAM (EMEA; COLUMBIA THREADNEEDLE; GALLAGHER (ADMINISTRATION & INVESTMENT; GLASS LEWIS T/A GL & M; HERMES EQUITY OWNERSHIP SERVICE LTD T/A EOS FEDERATED HERMES; HERMES EQUITY OWNERSHIP SERVICE T/A EOS AT FEDERATED HERMES; HERMES EQUITY OWNERSHIP SERVICES T/A EOS AT FEDERATED HERMES; MINERVA ANALYTICS; MINERVA ANALYTICS LTD T/A MINERVA; MJ HUDSON ESG & SUSTAINABILITY T/A MJ HUDSON IQ; PENSION & INVESTMENT RESEARCH CONSULTANTS LTD (PIRC; PENSION & INVESTMENT RESEARCH CONSULTANTS LTD T/A PIRC; PENSIONS & INVESTMENT RESEARCH CONSULTANTS LIMITED (PIRC; PENSIONS & INVESTMENT RESEARCH CONSULTANTS LTD (PIRC; PRICEWATERHOUSECOOPERS; PRICEWATERHOUSECOOPERS LLLP T/A PWC; PRICEWATERHOUSECOOPERS LLP T/A PWC; REDINGTON; REDINGTON LTD T/A REDINGTON; ROBECO INSTITUTIONAL ASSET MANAGEMENT; ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V T/A ROBECO; ROBECO INSTITUTIONAL ASSET MANAGEMENT BV T/A ROBECO; THE GOOD ECONOMY PARTNERSHIP; THE GOOD ECONOMY PARTNERSHIP LTD T/A THE GOOD ECONOMY |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66141000 - Pension fund management services
- 66520000 - Pension services

## Release History

- 9 Jun 2026 at 07:41 - AwardUpdate - Award Notice - https://www.find-tender.service.gov.uk/Notice/054042-2026
- 19 Apr 2022 at 08:48 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/010165-2022
- 16 Dec 2021 at 13:10 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/031400-2021
- 14 Jul 2021 at 08:12 - TenderUpdate - Tender Notice - https://www.find-tender.service.gov.uk/Notice/016438-2021
- 29 Jun 2021 at 10:25 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/014803-2021

## Notice URLs

- http://www.eastsussexpensionfund.org
- http://www.gmpf.org.uk
- http://www.mpfmembers.org.uk
- http://www.norfolk.gov.uk
- http://www.sypensions.org.uk
- http://www.westsussex.gov.uk
- http://www.wmpfonline.com/pensionsportal
- https://in-tendhost.co.uk/norfolkcc/aspx/Home
- https://www.wypf.org.uk/

## Provenance

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