Briefing Note: Academy consolidation in the LGPS

Upcoming Local Government Pension Scheme (LGPS) regulations are likely to lead to freer movement of academies across English funds. We explore the impact and what funds can do in advance to manage risks and opportunities. 

Our briefing note will cover:

• Legislative change enabling consolidation - Proposed reforms may remove barriers (like Secretary of State approval), making it easier for academy trusts to move between LGPS funds
• Drivers of academy consolidation - Multi-Academy Trusts (MATs) are seeking simplification, lower administrative burden and more stable long-term pension contribution rates
• Impact on LGPS funds - Consolidation creates both risks and opportunities including; changes to cashflow, funding strategy, employer mix and administration workload
• Factors influencing MAT decisions - Key considerations include contribution rates, funding strategy stability, geography, fund relationships, administration efficiency and future flexibility
• Need for fund readiness and employer support - LGPS funds must prepare clear policies and guidance, offer structured decision support and ensure smooth, well-managed transitions to protect members and data quality

Download the briefing note

To discuss further, please get in touch. 

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