Procurement pack
A concise index for product, legal, security and procurement teams evaluating the managed Plainly embed.
Product and implementation
| Product | Managed UK Pension Change Campaign with an employee impact journey, anonymous employer cost model and aggregate outcome report |
|---|---|
| Delivery | Responsive branded iframe created by a JavaScript loader |
| Typical implementation | One script tag plus an approved client identifier |
| Data entered | Processed in the browser; not sent to Plainly |
| Employer model data | Anonymous salary bands and headcounts; no employee payroll rows are required |
| Supported tax year | 2026/27 |
| Commercial entry point | £2,500 fixed-scope Founding Pension Change Pilot |
| Support | UK business-hours email support under the order form, with release, incident and rollback evidence for each accepted campaign |
Evidence index
- Calculation methodology and official sources
- Security architecture and reporting process
- Accessibility statement and limitations
- Customer acceptance and release evidence
- Pension campaign and employer model
- Aggregate evidence and reporting workflow
- Privacy notice
- Website and commercial-use terms
- Fixed pilot scope, responsibilities and conversion terms
- Interactive embed demonstration
How the pilot is purchased
- Confirm one audience, workflow, primary outcome and customer owners.
- Complete proportionate product, privacy, security and accessibility review.
- Sign the pilot statement of work and order form.
- Pay 50% on signature and 50% on staging acceptance.
- Review the evidence after 30-45 live days. There is no automatic renewal.
Documents supplied during contracting
- Order form defining domains, brand, term, fees and support level
- Commercial licence terms
- Data-processing addendum when a bespoke data flow requires one
- Implementation and acceptance checklist
- Pilot success measures and machine-checked aggregate evidence report
- Availability, incident, release, rollback and privacy evidence for every accepted campaign
Important current limits
Plainly is a planning calculator, not payroll submission software, an HMRC-recognised payroll product, regulated financial advice or a substitute for an employee's payslip. Exact boundaries are documented in the calculator methodology and commercial order form.