Retirement Planning Tool and Retirement Literacy Knowledge Repository Service
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Enquiries deadline: June 22nd, 2026
RFP closing time: June 29th, 2026
Short-listed Proponents advised by: July 20th, 2026
Short-list Proponent demonstrations: July 27th, 2026 to August 7th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
British Columbia Pension Corporation
DESCRIPTION
The government authority in British Columbia is seeking a vendor to provide a retirement planning tool and a retirement literacy knowledge repository service. The retirement planning tool must allow users to model various retirement scenarios, including income sources, expenses, and outcomes, utilizing guided workflows tailored for both novice and experienced users. The platform should enable the introduction of complex concepts as required.
The retirement literacy knowledge repository is expected to be a commercial off-the-shelf (COTS), SaaS-based solution that offers curated, easily accessible, and searchable content to support informed retirement decision-making. Integration capabilities are key, including analytics, reporting on tool usage and effectiveness, and the capacity to embed or integrate content with existing digital platforms and tools. Proponents must clearly outline which features are out-of-the-box, configurable, or require customization, as well as those on the future product roadmap.
All vendor questions regarding the RFP must be submitted no later than June 22, 2026. The anticipated contract period is three years.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due June 29, 2026. Questions must be submitted by June 22, 2026.
- Who issued this RFP?
- It was issued by British Columbia Pension Corporation. The work is located in Victoria, British Columbia, Canada.
- Who is a good fit for this opportunity?
- Providers of commercial off-the-shelf (COTS), SaaS retirement planning tools
- Experience delivering solutions for government or large enterprises
- Strong analytics and digital integration capabilities
- Proven track record in developing user-friendly financial literacy platforms
Analysis generated by Settle AI from the source RFP.
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