---
title: "Agreement for Financial Advisor Marketing"
ocid: "ocds-b5fd17-318f764b-afaf-44e1-9244-993b16be38b5"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-318f764b-afaf-44e1-9244-993b16be38b5"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-318f764b-afaf-44e1-9244-993b16be38b5.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-318f764b-afaf-44e1-9244-993b16be38b5.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NATIONAL SAVINGS & INVESTMENTS"
published: "2020-06-04"
---

# Agreement for Financial Advisor Marketing

Buyer: NATIONAL SAVINGS & INVESTMENTS  
Current stage: Award  
OCID: ocds-b5fd17-318f764b-afaf-44e1-9244-993b16be38b5

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-318f764b-afaf-44e1-9244-993b16be38b5)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-318f764b-afaf-44e1-9244-993b16be38b5.json)

## Summary

The public procurement process involves an agreement for Financial Advisor Marketing initiated by National Savings & Investments. This contract, classified under financial and insurance services, was awarded with a value of £17,000, and the contract period spans from 4th June 2020 to 3rd June 2021. The procurement method followed was a direct approach, specifically a single tender action that was below the threshold, with the tender period ending on 3rd June 2020.

This tender presents significant opportunities for small and medium-sized enterprises (SMEs) in the financial services sector. Businesses specialising in financial advisory and marketing services would be well-positioned to compete in future contracts, allowing them to partner with reputable organisations like National Savings & Investments. The procurement process is a crucial avenue for SMEs looking to expand their portfolios and secure government contracts within the thriving financial industry.

## Notice

Agreement for Financial Advisor Marketing

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/5fb672d6-fc4a-4f07-8c44-087e06d1b962 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Direct |
| Procurement method details | Single tender action (below threshold) |
| Tender suitability | SME |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 4 Jun 2020 |
| Submission deadline | 3 Jun 2020 |
| Future notice date | Not specified |
| Award date | 2 Jun 2020 |
| Contract period | 3 Jun 2020 - 3 Jun 2021 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £17,000 |
| Lots value | Not specified |
| Awards value | £17,000 |
| 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 | NATIONAL SAVINGS & INVESTMENTS |
| Locality | LONDON |
| Post town | South West London |
| Postcode | SW1V 2QX |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI35 Westminster and City of London |
| Local authority | Westminster |
| Electoral ward | Pimlico North |
| Westminster constituency | Cities of London and Westminster |
| Delivery location | TLI London |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | RESEARCH IN FINANCE |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 4 Jun 2020 at 11:53 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/5fb672d6-fc4a-4f07-8c44-087e06d1b962

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/5fb672d6-fc4a-4f07-8c44-087e06d1b962
  4th June 2020 - Awarded contract notice on Contracts Finder

## 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-b5fd17-318f764b-afaf-44e1-9244-993b16be38b5. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-318f764b-afaf-44e1-9244-993b16be38b5.json.