Planning

Independent Financial Support Services

CARDIFF COUNCIL

This public procurement record has 1 release in its history.

Planning

22 May 2026 at 11:04

UK2 - Preliminary Market Engagement Notice
Summary of the contracting process

Cardiff Council is planning a procurement process for Independent Financial Support Services, aimed at supporting vulnerable adults in managing their financial responsibilities. This procurement process falls under the health and social work services industry category, located in the Cardiff region of the United Kingdom. The process is currently in the planning stage, with a market engagement request deadline set for 4th June 2026. The total estimated contract value is £2,472,000, with the contract period scheduled from 1st April 2027 to 31st March 2033. The purchasing group is seeking expert service providers that can offer comprehensive financial support including but not limited to legal, financial, and advisory services.

This tender presents significant opportunities for businesses specialising in financial advisory services, particularly those accustomed to working with vulnerable populations, such as adults with learning disabilities, autism, neurodiverse needs, and mental health issues. Ideal candidates would be small to medium enterprises (SMEs) or voluntary, community, and social enterprises (VCSEs) with a robust background in providing services like Court of Protection, Lasting Power of Attorney, and will and trust advice. The successful provider will be expected to have the capability to deliver personalised, face-to-face financial guidance to individuals, supported by well-trained officers familiar with safeguarding and financial management regulations. This opportunity not only promises financial growth but also socially impactful engagement, positioning a business as a pivotal support entity within the community.

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How relevant is this notice?

Notice Information

Notice Title

Independent Financial Support Services

Notice Description

Cardiff Council is committed to commissioning Financial Independence Support Services to assist vulnerable adults who have been assessed by Cardiff Council Adult Social Services as requiring support with managing their financial responsibilities. This need is based on an individual's mental capacity, impairment and an inability to manage their own financial affairs, or risk of financial exploitation. Cardiff Council is seeking to understand the market from providers who are committed to providing Independent Financial Support Services that meet the needs of vulnerable adults. The Provider is to provide expert independent advice, information, practical help and statutory support to vulnerable Individuals, who have care and support needs for which Cardiff Council is Commissioning a care and support package to meet their agreed outcomes, on Individual financial management and day-to-day money matters. The service will promote the financial independence and security to Individuals identified by Adult Social Care Teams and will have the capacity to meet individuals face to face that is suitable to the individual in receipt of the service. Nb. It is ESSENTIAL the provider can support and meet all the identified needs and services as listed below. The Independent Financial Support Services are for: * Adults with a learning Disability * Adults with Autism * Adults with Neurodiverse Needs * Adults with Mental Health Issues and Substance Misuse * Older People With or without dementia * Adults with a physical and or Sensory Impairment The purpose of the service is to provide a range of quality, personalised Independent Financial Support Services to Adults who: * Lack capacity to manage financial matters * Have Identified Safeguarding concerns and outcomes. * Has Deteriorated in their ability to manage their own Individual finances based on a Mental Capacity Assessment. * Live in a care home facility * Are vulnerable to exploitation The levels of Support will be identified via an Individuals Care and Support Assessment, in line with the Social Services Wellbeing (WALES) Act 2014, completed by Cardiff Council Adult Services Social Worker Team. We are seeking organisations who are specialist in delivering the legal, financial, and advise services. Providers must have the capacity and qualified expertise to deliver the following core requirements, including but not limited to: * Court Of Protection * Lasting Power of Attorney (LPA) * Lasting Power of Attorney (LPA) - Advice * Appointee Advice * Appointeeship * Will & Trust Advice * Will & Trust Trusteeship * Motability Access Support * Financial Advice * Providing Face to Face Personal advise and Support The Provider will have in place well trained Officers who are qualified and trained to a high level of education in understanding: * Safeguarding, * Mental Capacity Act, * Money Matters and * Department of Working Pensions (DWP) / Universal Credit etc. The Provider will have the resources to implement a dedicated Online platform, for Cardiff Council 'Social Worker Only' Referral form, that is designed to ensure all required data is made available to the Provider to ensure a smooth application and speedy implementation of the services requested. The Provider is required to have a central office located in the Cardiff area, that is accessible to all service users. The Office is to be open to the service users Monday to Friday 52-weeks of the year, except for Bank Holidays.

Planning Information

This information request is purely for the Council to understand the market position, and we welcome expressions of interest by 12-noon Friday 5th June 2026

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-06a0e1
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/047754-2026
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK2 - Preliminary Market Engagement Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
SME, VCSE
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

85 - Health and social work services

CPV Codes

85000000 - Health and social work services

Notice Value(s)

Tender Value
£1,977,600 £1M-£10M
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
22 May 2026Yesterday
Submission Deadline
Not specified
Future Notice Date
31 Mar 202711 months to go
Award Date
Not specified
Contract Period
31 Mar 2027 - 31 Mar 2033 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Planning
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
CARDIFF COUNCIL
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
CARDIFF
Postcode
CF10 4UW
Post Town
Cardiff
Country
Wales
Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL5 South East Wales
Small Region (ITL 3)
TLL52 Cardiff and Vale of Glamorgan
Delivery Location
TLL22 Cardiff and Vale of Glamorgan
Local Authority
Cardiff
Electoral Ward
Butetown
Westminster Constituency
Cardiff South and Penarth

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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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