---
title: "Pension Wise & Pension Guidance Services"
ocid: "ocds-b5fd17-63534ca7-bd5a-47cf-8411-ba49880f7c5f"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-63534ca7-bd5a-47cf-8411-ba49880f7c5f"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-63534ca7-bd5a-47cf-8411-ba49880f7c5f.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-63534ca7-bd5a-47cf-8411-ba49880f7c5f.json"
source: "Contracts Finder"
current_stage: "Planning"
buyer: "MONEY AND PENSIONS SERVICE"
published: "2022-12-16"
---

# Pension Wise & Pension Guidance Services

Buyer: MONEY AND PENSIONS SERVICE  
Current stage: Planning  
OCID: ocds-b5fd17-63534ca7-bd5a-47cf-8411-ba49880f7c5f

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## Summary

The Money and Pensions Service is inviting feedback for the combined delivery of Pension Wise and Pension Guidance services. The procurement process is currently in the planning stage, with an engagement end date of 10th January 2023. The services aim to provide guidance to citizens over 55 and all individuals requiring pension advice. The procurement is classified under 'Pension services' and 'Other community, social and personal services', with a delivery address in London (EC1N2TD).

This tender presents an opportunity for businesses specialising in pension services, community services, and personal services. Small and medium enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs) are particularly encouraged to participate. Interested suppliers can gain further insights at a virtual event on 10th January 2023. To join, contact Laura Bradshaw at commercial@maps.org.uk. The buying organisation, the Money and Pensions Service, is based in London, England.

## Notice

Introduction: The Money and Pension Service (MaPS) are undertaking a review of the potential combined delivery for Pension Wise and Pension Guidance services and is seeking feedback to understand market interest and ability to deliver the services. MaPS are in the early stages of testing feasibility of service definitions and MaPS is issuing this request for information only. This market engagement exercise is not an invitation to tender or a request for formal expressions of interest. Service Objectives: * Pension Customers will have the guidance they need at the right time. We will help people navigate our services. Our services will be more efficient and more effective as we direct people to the right channel and guidance first time. * Those most in need will have access to support and assistance at the time they need it, thus avoiding potentially detrimental decisions * Our focus will evolve to reflect changing behaviours in relation to increasing demand for digital and multi-channel services. * In line with our consumer guidance strategy, and legislative remit, guidance gaps are identified and filled. The current model delivers the following services: Pension Wise - Service Requirements: * Eligibility - citizens aged over 55 looking to access DC pension savings * 45mins - 1hour long scripted conversation covering 6 Pension Freedom Options, pros, cons and risks. * Scale of up to 250,000 appointments per year with variable demand across months * The session will be undertaken virtually either by telephone or video. * There may be a limited requirement for face-to-face sessions. * You must be able to cater for Welsh language, and those with accessibility needs i.e. British Sign Language. * There may also be a requirement for managing customer bookings, queries and feedback. * Regular reporting on customer metrics will be required, as will compliance with MaPS standards and ensuring that quality is at an acceptable level. * Supplier will be required to undertake QA processes and provide assurance to MaPS. Pension Guidance - Service Requirements: * Eligibility - all citizens who require guidance on any and all aspects of their pension savings including Defined Contribution and Defined Benefit (Private and Public Sector) * Scale of up to 20-25k per month reactive telephone calls with variable demand across months, 500 pre-arranged appointments to provide guidance for safeguarding benefits and divorce cases and provide pre-arranged outreach seminars. * There may also be a requirement for managing customer bookings, queries and feedback. * Regular reporting on customer metrics will be required, as will compliance with MaPS standards and ensuring that quality is at an acceptable level. * Supplier will be required to undertake QA processes and provide assurance to MaPS. We will be holding a virtual event on 10th January 2023 at 12.30pm via Microsoft Teams, to give interested suppliers further information about our requirements. Additional information: If you are interested in attending this event please contact Laura Bradshaw to obtain joining instructions, at commercial@maps.org.uk with 'MaPS Pension Wise/Pension Guidance' as the subject.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/53337a43-15df-4108-b19c-12e061cbda2b |
| Notice type | Market Engagement Notice |
| Procurement type | Standard |
| Procurement category | Not specified |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | SME, VCSE |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 16 Dec 2022 |
| Submission deadline | Not specified |
| Future notice date | 10 Jan 2023 |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planning |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | MONEY AND PENSIONS SERVICE |
| Locality | LONDON |
| Post town | Central London |
| Postcode | EC1N 2TD |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI36 Camden |
| Local authority | Camden |
| Electoral ward | Holborn & Covent Garden |
| Westminster constituency | Holborn and St Pancras |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services
- 98 - Other community, social and personal services

### Codes

- 66520000 - Pension services
- 98000000 - Other community, social and personal services

## Release History

- 16 Dec 2022 at 14:27 - Planning - Market Engagement Notice - https://www.contractsfinder.service.gov.uk/Notice/53337a43-15df-4108-b19c-12e061cbda2b

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/53337a43-15df-4108-b19c-12e061cbda2b
  16th December 2022 - Early engagement notice on Contracts Finder

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-63534ca7-bd5a-47cf-8411-ba49880f7c5f. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-63534ca7-bd5a-47cf-8411-ba49880f7c5f.json.