Award

Annual Agreement for Financial Adviser activity

NS&I

This public procurement record has 1 release in its history.

Award

14 May 2025 at 14:54

Summary of the contracting process

The contracting process for the Annual Agreement for Financial Adviser activity has been completed by National Savings and Investments (NS&I), a central government public authority based in London, United Kingdom. This procurement falls under the services industry category, specifically advertising and marketing services, and was conducted using a direct procurement method below the competitive threshold. The contract was awarded to NEXTGEN PLANNERS LIMITED, a Manchester-based SME, and is active for the period from 1 April 2025 to 31 March 2026. The process was set in the context of a completed tender stage, with the contract being signed on 16 March 2025 and officially published on 14 May 2025.

This awarded tender presents business growth opportunities particularly for small to medium enterprises specialising in providing advisory services in the financial sector. Companies that can deliver valuable insights and strategies in financial advisement and have a capability to manage advertising and marketing could benefit from similar procurement opportunities. Engaging with direct procurement methods and being strategically positioned to respond swiftly to such tenders can be advantageous for businesses looking to expand their portfolio within the government sector.

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.

Notice Title

Annual Agreement for Financial Adviser activity

Notice Description

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

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-05137e
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/021413-2025
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
SME

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
£15,000 Under £100K

Notice Dates

Publication Date
14 May 20259 months ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
16 Mar 202511 months ago
Contract Period
1 Apr 2025 - 31 Mar 2026 6-12 months
Recurrence
Not specified

Notice Status

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

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

NEXTGEN PLANNERS

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-05137e-2025-05-14T15:54:01+01:00",
    "date": "2025-05-14T15:54:01+01:00",
    "ocid": "ocds-h6vhtk-05137e",
    "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-PBDL-8396-GJVV",
            "name": "NEXTGEN PLANNERS LIMITED",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PBDL-8396-GJVV"
            },
            "address": {
                "streetAddress": "16 Blackfriars Street",
                "locality": "Manchester",
                "postalCode": "M3 5BQ",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKD34"
            },
            "contactPoint": {
                "email": "contact@nextgenplanners.co.uk"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme",
                "vcse": false
            }
        }
    ],
    "buyer": {
        "id": "GB-PPON-PJNT-9481-WXVY",
        "name": "NS&I"
    },
    "tender": {
        "id": "24-S-41",
        "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-PBDL-8396-GJVV",
                    "name": "NEXTGEN PLANNERS LIMITED"
                }
            ],
            "items": [
                {
                    "id": "1",
                    "additionalClassifications": [
                        {
                            "scheme": "CPV",
                            "id": "79340000",
                            "description": "Advertising and marketing services"
                        }
                    ],
                    "deliveryAddresses": [
                        {
                            "region": "UK",
                            "country": "GB",
                            "countryName": "United Kingdom"
                        }
                    ],
                    "relatedLot": "1"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "1",
            "awardID": "1",
            "title": "Annual Agreement for Financial Adviser activity",
            "status": "active",
            "period": {
                "startDate": "2025-04-01T00:00:00Z",
                "endDate": "2026-03-31T23:59:59Z"
            },
            "value": {
                "amountGross": 18000,
                "amount": 15000,
                "currency": "GBP"
            },
            "aboveThreshold": false,
            "dateSigned": "2025-03-16T00:00:00Z",
            "documents": [
                {
                    "id": "021413-2025",
                    "documentType": "contractNotice",
                    "noticeType": "UK7",
                    "description": "Contract details notice on Find a Tender",
                    "url": "https://www.find-tender.service.gov.uk/Notice/021413-2025",
                    "datePublished": "2025-05-14T15:54:01+01:00",
                    "format": "text/html"
                }
            ]
        }
    ],
    "language": "en"
}