Independent Financial Support Services

What this is

Preliminary market engagement (UK2, May 2026): Cardiff Council seeks providers of Independent Financial Support Services — Court of Protection deputyship, Lay Deputyship support, appointeeship, Lasting Power of Attorney and will & trust services for vulnerable adults whose finances the Council currently manages. Estimated GBP 1,977,600 excluding VAT; contract planned 1 April 2027 to 31 March 2033. The provider must staff a Cardiff office Monday-Friday, 52 weeks a year, with staff trained in safeguarding, the Mental Capacity Act and DWP processes. Engagement responses were due 4 June 2026; the tender notice is estimated for 31 March 2027.

Key points

• Cardiff Council outsourcing independent financial support for vulnerable adults
• Scope: Court of Protection deputyship, appointeeship, LPA, wills & trusts
• GBP ~1.98m over 6 years (Apr 2027 - Mar 2033)
• Must staff a Cardiff office Monday-Friday, 52 weeks/year
• Early-stage: engagement closed 4 June 2026, tender expected ~31 March 2027

Who can bid

UK2 engagement stage — providers of independent financial support for vulnerable adults (deputyship, appointeeship, LPA, wills & trusts). Cardiff office presence and safeguarding/MCA/DWP-trained staff are core requirements.

• Cardiff office, M-F year-round

How it is scored

Formal criteria arrive with the tender notice (est. 31 March 2027); light-touch regime services.

Money

GBP 1,977,600 excluding VAT estimated over the 6-year term.

How to submit

Engagement responses were due 4 June 2026 via Sell2Wales; procurement expected to follow with a tender notice around 31 March 2027.

Clarifications

Via the Sell2Wales messaging for the engagement notice.

Contract period

1 April 2027 to 31 March 2033 (6 years).

Classification

CPV 75310000 — Benefit services 79100000 — Legal services85312300 — Guidance and counselling services Wales