Notice Information
Notice Title
Provision of Financial Guidance Services
Notice Description
The purpose of this Prior Information Notice (PIN) is to notify all interested parties of the Government Departments' intention to undertake a procurement exercise for the delivery of a tailored financial guidance services to help individuals make informed decisions regarding the management of awarded funds.
Lot Information
Lot 1
The service is intended for approximately up to 4,000 recipients. Main Services Required Supporting individuals to make an informed decision between lump sum or ongoing payments, taking into consideration their individual personal and financial circumstances. Key Participation Requirements Expertise in delivering financial advice to individuals, taking into account their financial circumstances and objectives. Evidence of compliance with regulatory standards, including valid financial adviser qualifications and safeguarding certifications. All firms providing this guidance should be registered and authorised by the Financial Conduct Authority. A minimum of 50% of the advisers providing this guidance should hold a Level 6 Advanced Diploma in Financial Planning, with a minimum requirement for advisers providing this advice being a Level 4 Diploma in Regulated Financial Planning. All qualifications held should be regulated, RDR compliant qualifications. Interested parties registered service offering available on the CCS Funds Administration and Disbursement Service RM6322 DPS Agreement. Supplier ability to provide services in the UK (for the avoidance of doubt, England, Ireland, Scotland and Wales) both remotely and by exception face to face. Proposed route to market We are currently exploring the potential routes to market with CCS RM6322 DPS FAADS being one of the options we are keenly exploring. Support in addressing safe money management practices, including fraud prevention and the importance of making a will. Guidance on various matters, including options for managing funds. The service delivery of this guidance would be as follows: information gathering regarding the individual's circumstances, providing a tailored financial advice session based on the awarded funds and their financial circumstances and financial priorities, followed by the provision of a written report summarising the guidance provided to the individual. Additional information: Response Interested parties who are able to meet the requirements are invited to respond to this engagement by emailing and confirming professionalservices@cabinetoffice.gov.uk. Suppliers should include confirmation of their interest and capability to meet the Key Participation Requirements detailed in this PIN. Suppliers to provide any other relevant information they believe would be useful to the authority as part of our assessing our commercial approach. Suppliers are advised support may be available from CCS to assist interested parties in registering for the CCS DPS framework. Suppliers are required to confirm once they have registered on to the DPS via CCS RM6322 FAADs. The deadline to submit your response is 12:00 Noon, on 22nd July 2025. All replies must clearly state both the supplier's interest, and the capability to offer the main services required and meet the key participation requirements. This PIN exercise does not constitute a form of agreement or assurance from the Cabinet Office regarding the development of the procurement process.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-055b5a
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/038332-2025
- Current Stage
- Planning
- All Stages
- Planning
Procurement Classification
- Notice Type
- Planning Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Not Specified
- Procurement Method Details
- Not specified
- Tender Suitability
- Not specified
- Awardee Scale
- Not specified
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66000000 - Financial and insurance services
Notice Value(s)
- Tender Value
- £10,000,000 £10M-£100M
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 8 Jul 20257 months ago
- Submission Deadline
- Not specified
- Future Notice Date
- 3 Nov 2025Expired
- Award Date
- Not specified
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Planned
- Lots Status
- Planned
- Awards Status
- Not Specified
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- CABINET OFFICE
- Contact Name
- Not specified
- Contact Email
- professionalservices@cabinetoffice.gov.uk
- Contact Phone
- Not specified
Buyer Location
- Locality
- LONDON
- Postcode
- SW1A 2AS
- 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
Further Information
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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.
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