Award

Annual Agreement for Financial Adviser activity

NS&I

This public procurement record has 1 release in its history.

Award

01 May 2025 at 10:40

UK7 - Contract Details Notice
Summary of the contracting process

The public procurement process described involves NS&I, a central government public authority in the United Kingdom, awarding a contract for the annual agreement for financial adviser activity. The procurement falls under the services industry category, with a focus on advertising and marketing services, and is located in London. The process was conducted as a direct procurement method below threshold, meaning it was awarded without competition. The tender stage is marked as complete, with the award given on 9th April 2025, commencing on 16th April 2025 and concluding on 31st May 2026. The financial value of the contract is grossed at £24,600, with £20,500 being the net amount.

This tender presents business growth opportunities, particularly for companies specialising in financial advisement services within the advertising and marketing sector. The contract awarded to The Personal Finance Society, a large-scale supplier, highlights potential for significant work in advising and strategising engagement activities for financial products. Businesses with similar expertise and capacity to operate within the realm of financial services, especially those capable of delivering comprehensive marketing solutions, would be particularly suited to compete for future engagements or consider sub-contracting opportunities within this agreement.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Start Free Trial Book a Demo
All Features Pricing

Notice Information

Notice Title

Annual Agreement for Financial Adviser activity

Notice Description

**CONTRACT AWARDED** Annual Agreement for Financial Adviser activity throughout the year.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-050b29
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/018334-2025
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
UK7 - Contract Details Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Direct
Procurement Method Details
Below threshold - without competition
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

79 - Business services: law, marketing, consulting, recruitment, printing and security

CPV Codes

79340000 - Advertising and marketing services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
£20,500 Under £100K

Notice Dates

Publication Date
1 May 20259 months ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
9 Apr 202510 months ago
Contract Period
16 Apr 2025 - 31 May 2026 1-2 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Active
Contracts Status
Active

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
NS&I
Contact Name
Not specified
Contact Email
commercial@nsandi.com
Contact Phone
Not specified

Buyer Location

Locality
LONDON
Postcode
SW1P 3BT
Post Town
South West London
Country
England
Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI35 Westminster and City of London
Delivery Location
Not specified
Local Authority
Westminster
Electoral Ward
St James's
Westminster Constituency
Cities of London and Westminster

Supplier Information

Number of Suppliers
1
Supplier Name

THE PERSONAL FINANCE SOCIETY

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-050b29-2025-05-01T11:40:36+01:00",
    "date": "2025-05-01T11:40:36+01:00",
    "ocid": "ocds-h6vhtk-050b29",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-PPON-PJNT-9481-WXVY",
            "name": "NS&I",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PJNT-9481-WXVY"
            },
            "address": {
                "streetAddress": "Sanctuary Buildings, 20 Great Smith Street",
                "locality": "London",
                "postalCode": "SW1P 3BT",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKI32"
            },
            "contactPoint": {
                "email": "Commercial@nsandi.com"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "classifications": [
                    {
                        "scheme": "UK_CA_TYPE",
                        "id": "publicAuthorityCentralGovernment",
                        "description": "Public authority - central government"
                    }
                ]
            }
        },
        {
            "id": "GB-PPON-PLDQ-8753-BLCX",
            "name": "The Personal Finance Society",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PLDQ-8753-BLCX"
            },
            "address": {
                "streetAddress": "3rd Floor 20 Fenchurch Street",
                "locality": "London",
                "postalCode": "EC3M 3BY",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKI31"
            },
            "contactPoint": {
                "email": "customer.serv@thepfs.org"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large",
                "vcse": false
            }
        }
    ],
    "buyer": {
        "id": "GB-PPON-PJNT-9481-WXVY",
        "name": "NS&I"
    },
    "tender": {
        "id": "24-S-44",
        "legalBasis": {
            "id": "2023/54",
            "scheme": "UKPGA",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "Annual Agreement for Financial Adviser activity",
        "description": "**CONTRACT AWARDED** Annual Agreement for Financial Adviser activity throughout the year.",
        "status": "complete",
        "procurementMethod": "direct",
        "procurementMethodDetails": "Below threshold - without competition",
        "lots": [
            {
                "id": "1",
                "status": "complete"
            }
        ]
    },
    "awards": [
        {
            "id": "1",
            "status": "active",
            "mainProcurementCategory": "services",
            "suppliers": [
                {
                    "id": "GB-PPON-PLDQ-8753-BLCX",
                    "name": "The Personal Finance Society"
                }
            ],
            "items": [
                {
                    "id": "1",
                    "additionalClassifications": [
                        {
                            "scheme": "CPV",
                            "id": "79340000",
                            "description": "Advertising and marketing services"
                        }
                    ],
                    "relatedLot": "1"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "1",
            "awardID": "1",
            "status": "active",
            "period": {
                "startDate": "2025-04-16T00:00:00Z",
                "endDate": "2026-05-31T23:59:59Z"
            },
            "value": {
                "amountGross": 24600,
                "amount": 20500,
                "currency": "GBP"
            },
            "aboveThreshold": false,
            "dateSigned": "2025-04-09T00:00:00Z",
            "documents": [
                {
                    "id": "018334-2025",
                    "documentType": "contractNotice",
                    "noticeType": "UK7",
                    "description": "Contract details notice on Find a Tender",
                    "url": "https://www.find-tender.service.gov.uk/Notice/018334-2025",
                    "datePublished": "2025-05-01T11:40:36+01:00",
                    "format": "text/html"
                }
            ]
        }
    ],
    "language": "en"
}