--- title: "Investment Pathways tool user interface and data provision" ocid: "ocds-h6vhtk-032120" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-032120" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-032120.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-032120.json" source: "Find A Tender Service" current_stage: "Planning" buyer: "MONEY AND PENSIONS SERVICE" published: "2022-03-11" --- # Investment Pathways tool user interface and data provision Buyer: MONEY AND PENSIONS SERVICE Current stage: Planning OCID: ocds-h6vhtk-032120 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-032120) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-032120.json) ## Summary The Money and Pensions Service (MaPS) is currently planning a new procurement process for the "Investment Pathways tool user interface and data provision," classified under financial consultancy services. This initiative is set to take place in London, UK, with a deadline for interested suppliers to submit their expressions of interest by 25th March 2022. The existing contract for this service is due to expire in 2022, prompting MaPS to assess market interest ahead of the tender process. The procurement will follow the legal basis of Directive 2014/24/EU. This tender presents significant opportunities for businesses specialising in financial technology and consultancy. Companies with expertise in developing web-based financial analysis tools, financial information systems, and data supply services will be well-positioned to compete for this contract. As the tool aims to provide a comprehensive comparison of investment pathways, firms that can demonstrate experience in managing data accuracy and user privacy, particularly in the financial services sector, will have a competitive edge in this procurement process. ## Notice The Money and Pensions Service (MaPS) wishes to ascertain interest from the market prior to any potential tender process for the provision of this service. ### Lot Information Lot 1 The FCA has concerns about consumers moving into drawdown and holding their funds in investments that will not meet their needs. To address this the FCA requires that firms offer customers, who do not take advice, a range of investment solutions that broadly meet their objectives, otherwise known as 'investment pathways'. Under the Financial Conduct Authority's Conduct of Business rules on investment pathways, the Money and Pensions Service (MaPS) is required provide a web-based Investment Pathways Comparison tool. The purpose of the tool is to allow non-advised customers who are interested in investment pathways to shop around at the point of moving into drawdown or once in drawdown. The tool shows products that are available on the open market and direct to consumers so that users of the tool know that what is shown is available to them. The Investment Pathways Comparison tool has been available to customers to use since February 2021. The existing tool was developed and hosted by an external supplier on our consumer facing website, MoneyHelper. The current supplier maintains all aspects of the tool, including both the front end displays and functionality as well as supplying the data feed of the providers pension products allowing users to compare a specific and limited list of fees and charges. The current contract for this service expires in 2022. Therefore MaPS wishes to ascertain interest from the market prior to any potential tender process for the provision of this service. Any providers who would be interested in bidding for this opportunity to please indicate this by replying to the contact email address by Friday 25th March. ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/006790-2022 | | Notice type | Planning Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Not Specified | | Procurement method details | Not specified | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 11 Mar 2022 | | Submission deadline | Not specified | | Future notice date | 31 May 2022 | | 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 | Planned | | Lots status | Planned | | 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 - 48 - Software package and information systems - 66 - Financial and insurance services - 72 - IT services: consulting, software development, Internet and support ### Codes - 48441000 - Financial analysis software package - 48812000 - Financial information systems - 66171000 - Financial consultancy services - 72212441 - Financial analysis software development services - 72319000 - Data supply services ## Release History - 11 Mar 2022 at 22:45 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/006790-2022 ## Notice URLs - https://comparison.moneyhelper.org.uk/en/tools/drawdown-investment-pathways - https://www.fca.org.uk/publications/policy-statements/ps19-21-retirement-outcomes-review-feedback-cp19-5 - https://www.handbook.fca.org.uk/handbook/COBS/19/10.html?timeline=TrueInvestment - https://www.moneyhelper.org.uk/en ## 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-h6vhtk-032120. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-032120.json.