The CRM built for
LGPS relationship management
LGPS Hub replaces spreadsheets, shared drives, and fragmented inboxes with a single intelligent platform — managing your partner funds, investment managers, governance meetings, and regulatory deadlines.
No login required · Full demo with live data · 5 minutes to explore
The scale of the LGPS
The Local Government Pension Scheme (LGPS) is the UK’s largest occupational pension scheme — and one of the largest in the world.
Total assets under management across all LGPS funds
Administering authorities — each running an LGPS fund
Members across the scheme
Regional investment pools consolidating fund assets
LGPS relationship management deserves better than a spreadsheet
LGPS pool operators and their advisers manage some of the most complex stakeholder networks in UK public finance — overseeing dozens of partner funds, hundreds of investment mandates, and a dense web of regulatory obligations. Yet most still rely on tools built for a different era.
Relationships managed in spreadsheets
Critical stakeholder data — fund officers, investment managers, elected members — scattered across personal spreadsheets, email folders, and shared drives with no audit trail.
Regulatory deadlines missed or manually tracked
Triennial valuations, Statement of Investment Principles (SIP) reviews, FCA complaint windows, and The Pensions Regulator (TPR) scheme returns tracked in calendar reminders. One oversight can mean regulatory censure.
Meeting administration is a significant overhead
Preparation packs, agenda distribution, minute taking, and action tracking consume hours of adviser time — time that should be spent on relationship value.
Institutional knowledge walks out the door
When advisers and relationship managers move on, years of relationship context, meeting history, and stakeholder intelligence leave with them.
Stakeholder visibility across every partner fund relationship
Audit trail for FCA, The Pensions Regulator (TPR) and internal governance
Missed regulatory deadlines with proactive SIP and triennial alerting
Average time from onboarding to full deployment
Every tool your team needs, built for LGPS
Covering the full lifecycle of LGPS fund relationships — from first meeting to regulatory audit.
Fund Relationship Management
A 360° view of every LGPS partner fund — AUM, scheme type, key officers, governance structure, and relationship history in one place.
Stakeholder & Contact Management
Track elected members, officers, investment managers, actuaries, and legal advisers with relationship mapping and engagement history.
Meeting Management
End-to-end meeting lifecycle: preparation packs, agendas, attendee management, write-ups, and automated action tracking with owner assignment.
Enquiry & Issue Tracking
Structured workflow for investment queries, mandate reviews, FCA complaints, and compliance breaches — with SLA timers and escalation paths.
Document Library
Centralised storage for IMAs, side letters, valuation reports, and governance documents with version control and expiry alerting.
Regulatory Calendar
Proactive deadline management for triennial valuations, Statement of Investment Principles (SIP) reviews, FCA complaint windows, and The Pensions Regulator (TPR) scheme returns — nothing slips through.
AI Intelligence Panel
Contextual AI insights surface talking points, meeting preparation packs, write-up drafts, quorum checks, and recommended actions before every engagement.
Adviser Dashboard & Reporting
Portfolio-level pipeline visibility, SLA risk tracking, engagement metrics, and exportable reports for leadership and governance committees.
Investment Manager Relationships
Manage mandates, benchmarks, AUM exposure, and service relationships with investment managers and their key contacts.
Annual Review Workflow
Structured checklist-driven annual review process — from portfolio valuation and suitability assessment through to sign-off and distribution.
Intel Feed
Real-time intelligence feed aggregating regulatory updates, fund news, investment manager announcements, and AI-summarised briefings.
A complete picture of every partner fund
From total fund value and triennial valuation dates to governance contacts, open enquiries, and recent meeting history — every fund record gives your team an instant briefing without digging through emails or filing systems.
- Org chart of elected members, officers and advisers
- Full meeting and communication history
- Document library with expiry alerting
- Linked enquiries, mandates, and investment managers
Northern Counties Pension Fund
Midland Pool · £18.4bn AUM
Enquiry & Issue Tracker
NCPF — Mandate Review
ENQ-2024-00141 · Mandate Review
SPF — FCA Complaint
ENQ-2024-00138 · FCA Regulatory
EPF — ESG Query
ENQ-2024-00135 · ESG Query
FCA complaints and investment issues — fully tracked
Every investment query, mandate review, and regulatory complaint gets its own structured enquiry with SLA countdown, timeline, and documentation. FCA complaints trigger an 8-week workflow automatically.
- SLA timers with visual risk indicators
- FCA complaint 8-week deadline workflow
- Full enquiry timeline with notes and documents
- Linked to fund, contact, and meeting records
Walk into every meeting fully briefed
The AI Intelligence Panel synthesises open actions, recent activity, upcoming regulatory deadlines, and relationship history into a concise briefing — tailored to the fund and contact you are meeting.
- Suggested discussion topics with rationale
- Upcoming key dates and deadlines surfaced automatically
- Open actions and outstanding document requests
- Recent communication and meeting summaries
AI Intelligence — NCPF Pre-Meeting Brief
Suggested talking points
- Triennial valuation outcome: discuss assumptions alignment with Midland Pool pooling strategy
- NCPF IMA renewal due in 43 days — confirm sign-off timeline
- ESG reporting framework — SIP review action still outstanding
Upcoming deadlines
- Triennial Valuation sign-off: 14 May
- IMA Renewal: 10 Jun
- SIP Annual Review: 30 Jun
Your backend. Your ecosystem.
One consistent experience.
LGPS Hub is designed as an engagement and intelligence layer that sits above your chosen data platform — giving you the freedom to integrate with systems you already own or operate entirely standalone.
Microsoft Dynamics 365
Dataverse · Power Platform
Ideal for organisations already invested in the Microsoft ecosystem. LGPS Hub runs on Dataverse, giving you native Power BI reporting, Power Automate workflows, Teams notifications, SharePoint document links, and Entra SSO.
- Native Power BI Direct Query & Fabric/Synapse Link
- Teams & Outlook integration out of the box
- Entra ID / Microsoft SSO
- Power Automate for workflow orchestration
- Full Microsoft 365 ecosystem compatibility
Salesforce
Sales Cloud · Financial Services Cloud
For organisations running Salesforce as their primary CRM platform. LGPS Hub surfaces its interface and workflows on top of Salesforce objects, preserving your existing data model and any Salesforce investments.
- Native Salesforce REST & Bulk API
- Tableau CRM / Einstein Analytics integration
- Snowflake & Redshift via Salesforce Connect
- Slack & Google Workspace notifications
- Existing Flow / Apex automations preserved
AWS Standalone
PostgreSQL · RDS · S3
The fully managed option. LGPS Hub runs on an AWS-hosted PostgreSQL backend maintained by Inventik.ai — no existing platform investment required. Suitable for organisations starting fresh or preferring a managed SaaS model.
- Zero infrastructure overhead for your team
- Direct SQL / JDBC / ODBC for any BI tool
- REST API for custom integrations
- S3-backed document storage
- UK data residency, encrypted at rest & in transit
How the layers connect
Engagement Layer
The LGPS Hub interface your team uses every day — fund records, meetings, enquiries, calendar, AI briefings, and dashboards.
Integration & API Layer
A consistent REST API and data model that abstracts the backend. Your reporting tools, automations, and third-party systems connect here — backend-agnostic.
Data Platform
Your data lives where you need it — Dataverse, Salesforce, or AWS PostgreSQL. All three options share the same data structure, so you're never locked in to a single vendor.
Reporting & Analytics
Because the data model is consistent across all backends, any reporting framework connects to whichever platform you run. Power BI, Tableau, Looker, Excel, and custom dashboards all work without modification — you build your reports once.
Your data model travels with you
LGPS Hub uses a consistent data model across all three backends. Migrating between platforms — for example, moving from the AWS standalone option to Dynamics 365 as your organisation grows — is a field-mapping exercise, not a rebuild from scratch.
From onboarding to intelligence in days
A structured workflow that mirrors how LGPS advisory teams already work — just faster, smarter, and fully auditable.
Connect your fund relationships
Onboard your LGPS partner funds, investment managers, and third-party advisers. Map contacts to organisations and configure your regulatory calendar for each fund's key dates.
Manage meetings end-to-end
Schedule governance and investment meetings, build preparation packs, record minutes, and automatically assign actions with SLA tracking — all linked to the fund record.
Track enquiries and compliance
Log investment queries, FCA complaints, and compliance issues the moment they arise. SLA timers and escalation paths ensure nothing breaches its deadline.
Surface intelligence, not data
Before every meeting, the AI panel synthesises recent activity, open actions, upcoming deadlines, and relationship history into actionable briefing notes.
Ready to see it in action?
No login, no setup. Explore the full platform with live sample data.
Built for institutional-grade data
LGPS funds operate under significant regulatory scrutiny. LGPS Hub is designed from the ground up to meet those expectations.
Data Security
All data encrypted at rest and in transit. No data leaves your configured region.
Cloud-Native
Built on enterprise-grade cloud infrastructure with a 99.9% availability target.
Access Controls
Role-based access controls with full audit logging for every data change.
GDPR Compliant
Designed for UK data residency and full GDPR compliance from day one.
TPR & FCA Ready
Audit trails and document retention designed to meet TPR and FCA expectations.
UK Data Residency
All data stored in UK-based infrastructure and does not leave the UK region. Data Processing Agreements available on request.
Plans built around your organisation
Priced per organisation, not per seat. Every deployment is scoped to your team's size and requirements — get in touch to discuss what's right for you.
Foundation
For advisory teams getting started with structured relationship management.
- Up to 10 users
- Fund & contact management
- Meeting management & action tracking
- Document library
- Regulatory calendar & key dates
- Standard reporting
- Email support
Professional
Most popularFor established LGPS pools managing a broad partner fund portfolio.
- Unlimited users
- Everything in Foundation
- AI Intelligence Panel
- Enquiry & SLA management
- FCA complaints workflow
- Advanced analytics & exports
- Third-party org management
- Priority support
Enterprise
For multi-pool operators and large advisory firms with complex requirements.
- Everything in Professional
- Multi-pool / multi-entity
- API & integration support
- Microsoft Entra ID / SSO
- Custom reporting templates
- Dedicated success manager
- SLA-backed support
- On-site onboarding
All deployments include a 30-day onboarding period and data migration support. Pricing is agreed following a scoping conversation.
Common questions
What is the LGPS pooling structure and how does LGPS Hub fit into it?
The Local Government Pension Scheme (LGPS) comprises 86 local authority pension funds in England and Wales, grouped under LGPS Pooling Regulations into 8 regional investment pools. Each pool operator manages assets on behalf of its partner funds. LGPS Hub is built around this three-tier hierarchy — pool operator → partner fund → investment manager — and understands the distinct relationships, governance obligations, and regulatory requirements at each level.
How does the FCA complaints workflow work?
Enquiries flagged as FCA regulatory complaints automatically trigger an 8-week countdown, with milestone alerting at key thresholds. The full audit trail — every note, document, and communication — is preserved in a format suitable for FCA review.
Can it replace our current document management system?
LGPS Hub provides a document library with version control, expiry alerting, and document-to-record linking. For organisations with existing SharePoint or network drive infrastructure, it works alongside rather than replacing those systems.
What does the AI panel actually do?
Before meetings or when reviewing a fund record, the AI panel synthesises open actions, upcoming key dates, recent communications, and enquiry history into a contextual briefing — surfacing what matters without you having to search for it.
How long does implementation take?
Most teams are operational within 2–4 weeks. We provide a guided onboarding process including data migration support for contacts and documents from your existing systems.
Is our data kept in the UK?
Yes, for all supported deployment options, subject to your configuration. Data is stored in UK-based cloud infrastructure and does not leave the UK region. We can provide a Data Processing Agreement as part of contract.
Ready to modernise your LGPS relationships?
Whether you’re exploring options or ready to discuss a rollout, we’d welcome a conversation. No obligation, no hard sell — just a practical discussion about how LGPS Hub could work for your team.