Market Engagement - Specialist Financial Advice and Income Maximisation Service

Procurement reference

PROC/2526/124

Procurement description

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

Main category

Services

Delivery regions

• UKL1 - West Wales and the Valleys

Total value (estimated)

1014694 GBP Excluding VAT

1217633 GBP Including VAT

Contract dates (estimated)

04 January 2027, 00:00AM to 03 January 2029, 23:59PM

Extension end date (if all the extensions are used): 03 January 2031

Pembrokeshire County Council

Is this procurement under a special regime?

Light touch

Is the total value above threshold?

Above threshold

CPV classifications

• 66000000 - Financial and insurance services
• 75310000 - Benefit services
• 85300000 - Social work and related services
• 98000000 - Other community, social and personal services

Delivery regions

• UKL1 - West Wales and the Valleys

Sustainability

Small and medium-sized enterprises (SME)

Voluntary, community and social enterprises (VCSE)

Contract start date (estimated)

04 January 2027, 00:00AM

Contract end date (estimated)

03 January 2029, 23:59PM

Extension end date (estimated)

03 January 2031, 23:59PM

Can the contract be extended?

Yes

Engagement process description

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.

Due date

06 March 2026, 23:59PM

Has the engagement period already ended?

No

Publication date of tender notice (estimated)

29 June 2026