Award

Pension Comparison Tools

MONEY AND PENSIONS SERVICE

This public procurement record has 2 releases in its history.

Award

07 Aug 2023 at 12:18

Tender

28 Apr 2023 at 17:24

Summary of the contracting process

The Money and Pensions Service has completed an award process for the provision of services related to two digital pension guidance tools, namely the Annuities Comparison Tool and the Investment Pathways Comparison Tool. The procurement stage was marked as 'complete', and the contracting authority engaged in a minimum 10-day standstill period before finalising the award decision. The process aimed to help consumers compare pension options, with Defaqto Limited being the current active supplier for both tools.

This public procurement opportunity focused on pension services and was initiated by the Money and Pensions Service. The procurement method was an open procedure, allowing interested suppliers to participate. The tender involved creating advanced tools to assist consumers in making informed decisions regarding annuities and investment pathways. This opportunity presents a suitable market for businesses in the financial services sector interested in providing innovative solutions in the pension services industry.

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Notice Title

Pension Comparison Tools

Notice Description

The provision of services in respect of two digital pension guidance tools, to help consumers to compare their options and make the most of their retirement income when accessing their pension pots: 1. Annuities comparison tool 2. Investment Pathways comparison tool

Lot Information

Annuities Comparison Tool

The Annuity comparison tool will allow users to compare the income they might get from a lifetime or fixed-term annuity from the whole of the open market. Users can select from all the annuity options available and input detailed medical information. Annuity providers are required by the Financial Conduct Authority (FCA) to signpost to the tool within the quotes they issue to consumers so that they can check if they could get a better deal by shopping around. Consumers can use the tool to obtain quotes for a lifetime annuity or a fixed term annuity. It is not a transactional tool i.e., an annuity cannot be directly purchased through it.

Options: An extension of up to one (1) further year at the absolute discretion of MaPS

Renewal: An extension of up to one (1) further year at the absolute discretion of MaPS.

Investment Pathways Comparison Tool

The Investment Pathways comparison tool will display investment pathway solutions for four defined investment pathway objectives for each provider featured on the service. It will also display the first-year charge in monetary terms (illustrated in pounds and pence), comprised of the different charges and rates which each provider may apply. Only products available on the open market direct to consumers are displayed on the tool

Options: An extension of up to one (1) further year at the absolute discretion of MaPS.

Renewal: An extension of up to one (1) further year at the absolute discretion of MaPS.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-03c560
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/022920-2023
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66520000 - Pension services

Notice Value(s)

Tender Value
£1,616,480 £1M-£10M
Lots Value
£1,616,479 £1M-£10M
Awards Value
Not specified
Contracts Value
£1,620,916 £1M-£10M

Notice Dates

Publication Date
7 Aug 20232 years ago
Submission Deadline
30 May 2023Expired
Future Notice Date
Not specified
Award Date
24 Jul 20232 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Cancelled
Awards Status
Active
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
MONEY AND PENSIONS SERVICE
Contact Name
Dahamia Stephenson, Laura Bradshaw
Contact Email
commercial@maps.org.uk
Contact Phone
+44 2081325276

Buyer Location

Locality
LONDON
Postcode
EC1N 2TD
Post Town
Central London
Country
England

Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI36 Camden
Delivery Location
Not specified

Local Authority
Camden
Electoral Ward
Holborn & Covent Garden
Westminster Constituency
Holborn and St Pancras

Supplier Information

Number of Suppliers
1
Supplier Name

DEFAQTO

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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