---
title: "4037/STA - Financial Education Provider"
ocid: "ocds-b5fd17-1c71faec-fac2-4cb5-88f6-679a5461737a"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-1c71faec-fac2-4cb5-88f6-679a5461737a"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-1c71faec-fac2-4cb5-88f6-679a5461737a.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-1c71faec-fac2-4cb5-88f6-679a5461737a.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "UNIVERSITY OF SHEFFIELD"
published: "2024-06-06"
---

# 4037/STA - Financial Education Provider

Buyer: UNIVERSITY OF SHEFFIELD  
Current stage: Award  
OCID: ocds-b5fd17-1c71faec-fac2-4cb5-88f6-679a5461737a

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## Summary

The University of Sheffield recently awarded a contract to Wealth at Work Limited for the provision of financial education services. The tender, titled "4037/STA - Financial Education Provider," falls under the Adult and other education services category. The procurement method used was an open procedure (below threshold) with a contract value of £100,000. The tender closed on 15th April 2024, with a contract period starting on 1st October 2024 and ending on 30th September 2027. The University of Sheffield, located in Sheffield, Yorkshire and the Humber, initiated this tender as a buyer, creating opportunities for Small and Medium-sized Enterprises (SMEs) and Voluntary, Community, and Social Enterprise (VCSE) organisations.

This tender by the University of Sheffield presents an opportunity for businesses to compete for providing financial education services tailored to employee benefit schemes. Businesses in the adult and other education services industry could find this tender well-suited for growth. With a contract value of £100,000 and a focus on financial education programmes tied to pensions and taxation, businesses capable of delivering these specialised services could potentially benefit from participating in this procurement opportunity. The tender process was an FTS Open exercise under the Light Touch regime, emphasising transparency and competitiveness.

## Notice

The University of Sheffield recently concluded a tender exercise for the services of a Financial Education provider to deliver a financial education programme to employees, specific to the UoS financial benefit schemes, including pensions and taxation as a minimum. This is exercise was an FTS Open tender exercise under the Light Touch regime and after a competitive exercise a supplier has been selected.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/8b1742c8-021f-4221-8a6e-11a0a3a47df5 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME, VCSE |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 6 Jun 2024 |
| Submission deadline | 15 Apr 2024 |
| Future notice date | Not specified |
| Award date | 7 May 2024 |
| Contract period | 30 Sep 2024 - 30 Sep 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £100,000 |
| Lots value | Not specified |
| Awards value | £67,500 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | UNIVERSITY OF SHEFFIELD |
| Locality | SHEFFIELD |
| Post town | Sheffield |
| Postcode | S10 2TN |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE3 South Yorkshire |
| ITL 3 | TLE32 Sheffield |
| Local authority | Sheffield |
| Electoral ward | Broomhill and Sharrow Vale |
| Westminster constituency | Sheffield Central |
| Delivery location | TLE Yorkshire and The Humber |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | WEALTH AT WORK |

## CPV Codes

### Divisions

- 80 - Education and training services

### Codes

- 80400000 - Adult and other education services

## Release History

- 6 Jun 2024 at 10:06 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/8b1742c8-021f-4221-8a6e-11a0a3a47df5
- 13 Mar 2024 at 11:11 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/86fc0616-d95f-4e15-b4c2-2807ef4af5c1

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/8b1742c8-021f-4221-8a6e-11a0a3a47df5
  6th June 2024 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/86fc0616-d95f-4e15-b4c2-2807ef4af5c1
  13th March 2024 - Opportunity notice on Contracts Finder

## Notice URLs

- https://www.sheffield.ac.uk/

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-1c71faec-fac2-4cb5-88f6-679a5461737a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-1c71faec-fac2-4cb5-88f6-679a5461737a.json.