Planning

Market Engagement - Specialist Financial Advice and Income Maximisation Service

PEMBROKESHIRE COUNTY COUNCIL

This public procurement record has 1 release in its history.

Planning

10 Feb 2026 at 12:34

Summary of the contracting process

Pembrokeshire County Council is in the planning phase of retendering the Specialist Financial Advice and Income Maximisation Service, catering to the Pembrokeshire region in the United Kingdom. The procurement process falls under the services category, with industry classifications covering financial, benefit, social work, and other community services. The upcoming Market Engagement Event is key, scheduled for 6th March 2026, from 09:00 to 11:00 am, at the Pembrokeshire Archives in Haverfordwest. Interested parties need to register by 4th March 2026 to receive prior specifications and participate in the event. The contract, which is planned to begin on 4th January 2027, will run until 3rd January 2029, with an option to extend until 2031.

This tender presents a significant business opportunity, particularly benefiting small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs), meeting the suitability criteria. The contract's scope offers a chance for businesses providing financial and social services to grow by delivering a comprehensive advice service across Pembrokeshire. With an estimated gross value of £1,217,633, participating businesses will not only expand their client base but also reinforce their market presence in a strategic public sector venture.

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Notice Title

Market Engagement - Specialist Financial Advice and Income Maximisation Service

Notice Description

Market Engagement for a Specialist Financial Advice and Income Maximisation Service throughout Pembrokeshire

Planning Information

Pembrokeshire County Council will shortly be retendering their Specialist Financial Advice and Income Maximisation Service for Pembrokeshire. To inform the shape of the future service, we are looking to undertake a Market Engagement Event. Should you wish to attend and to aid discussion, upon providing your registration information to us, we will issue a copy of the previous specification which we would welcome comment on during the event. The Market Engagement Event will be held in person in Pembrokeshire Archives, Haverfordwest. Date: 06/03/2026 Time: 09:00 - 11.00 am Venue: Pembrokeshire Archives, Haverfordwest, Pembrokeshire, SA61 2PE Telephone: 01437 775540 If you are planning to attend, please provide the following information by no later than 12:00pm on 04/03/2026 to sinead.henehan@pembrokeshire.gov.uk 1) Your organisation. 2) The names of representatives who will be attending on your organisation's behalf.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-064c6c
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/011836-2026
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK2 - Preliminary Market Engagement Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
SME, VCSE
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

75 - Administration, defence and social security services

85 - Health and social work services

98 - Other community, social and personal services


CPV Codes

66000000 - Financial and insurance services

75310000 - Benefit services

85300000 - Social work and related services

98000000 - Other community, social and personal services

Notice Value(s)

Tender Value
£1,014,694 £1M-£10M
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
10 Feb 20261 weeks ago
Submission Deadline
Not specified
Future Notice Date
29 Jun 20265 months to go
Award Date
Not specified
Contract Period
4 Jan 2027 - 3 Jan 2029 2-3 years
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Planning
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
PEMBROKESHIRE COUNTY COUNCIL
Contact Name
Not specified
Contact Email
roxanne.kehoe@pembrokeshire.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
PEMBROKESHIRE
Postcode
SA61 1TP
Post Town
Swansea
Country
Wales

Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL4 Mid and South West Wales
Small Region (ITL 3)
TLL42 South West Wales
Delivery Location
TLL1 West Wales and The Valleys

Local Authority
Pembrokeshire
Electoral Ward
Haverfordwest: Castle
Westminster Constituency
Mid and South Pembrokeshire

Further Information

Notice Documents

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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