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Annual Agreement for Financial Adviser activity

NS&I

This public procurement record has 1 release in its history.

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23 Jul 2026 at 07:49

UK7 - Contract Details Notice
Summary of the contracting process

NS&I, the UK government savings and investments organisation, procured an annual agreement for financial adviser activity throughout the year. The requirement is classified as advertising and marketing services and is delivered across the United Kingdom. The work falls within the services category and is intended to support NS&I’s financial adviser activity over the agreement period. The selected provider is TIMELINEAPP TECH LIMITED, a London-based small or medium-sized enterprise. This opportunity is therefore relevant to businesses providing financial adviser-related services, or advertising and marketing support connected with financial adviser activity, particularly those able to serve a national public-sector client. The buyer is NS&I, based in London, and the requirement concerns services rather than goods or construction work.

The procurement is complete and has been awarded. NS&I used a direct award below the applicable threshold, without competition. The contract was signed on 18 May 2026 and awarded to TIMELINEAPP TECH LIMITED. The active contract runs from 1 June 2026 to 31 March 2027. Its value is £15,000 excluding VAT and £18,000 including VAT. One completed lot was awarded to the supplier. The procurement was evaluated through the buyer’s direct, non-competitive route rather than an open tender. The contract is an annual agreement for financial adviser activity, with the requirement classified under advertising and marketing services. The award is recorded as active and the contract is also active, so this is an awarded procurement rather than a current bidding opportunity.

For a supplier that did not win this procurement, the award provides a clear reference point for NS&I’s demand for recurring financial adviser activity supported by advertising and marketing services. A credible competitor would need to show relevant experience delivering this type of service for a public-sector organisation, with the operational ability to support activity throughout an agreement period and across the United Kingdom. The selected provider is a small or medium-sized enterprise, indicating that the requirement has been fulfilled by an organisation of relatively modest scale rather than only by a major corporation. Businesses with a comparable service offering, public-sector delivery experience and sufficient capacity for a national NS&I requirement would be the closest competitors when this need is next reviewed.

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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-06d156
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/069396-2026
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
23 Jul 20262 months ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Jun 2026 - 31 Mar 2027 6-12 months
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
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
LONDON
Postcode
SE1 9HA
Postcode Area
South East London
Country
England
Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI4 Inner London - East
Small Region (ITL 3)
TLI44 Lewisham and Southwark
Delivery Location
Not specified
Local Authority
Southwark
Electoral Ward
Borough & Bankside
Westminster Constituency
Bermondsey and Old Southwark

Supplier Information

Number of Suppliers
1
Supplier Name

TIMELINEAPP TECH LIMITED

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

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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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