---
title: "Agreement for Financial Advisor Marketing"
ocid: "ocds-b5fd17-513ce586-af85-4e02-bd32-4ded7347a062"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-513ce586-af85-4e02-bd32-4ded7347a062"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-513ce586-af85-4e02-bd32-4ded7347a062.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-513ce586-af85-4e02-bd32-4ded7347a062.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-b5fd17-513ce586-af85-4e02-bd32-4ded7347a062

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-513ce586-af85-4e02-bd32-4ded7347a062)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-513ce586-af85-4e02-bd32-4ded7347a062.json)

## Summary

The procurement process for the "Agreement for Financial Advisor Marketing" has concluded, initiated by National Savings & Investments. This contract, categorised under financial and insurance services, was based in London and had a total value of £37,350. The procurement method used was a direct approach through a single tender action, appropriate for projects below the designated threshold. The tender period ended on 3rd June 2020, with the contract officially starting on 4th June 2020 and running for one year, concluding on 3rd June 2021.

This tender presents an opportunity for businesses such as marketing agencies specialising in financial services and advisors looking to expand their client base. Companies with capabilities in providing financial advisory marketing solutions would be particularly well-suited to this space, as they can leverage this past tender to understand the needs of similar public sector organisations. Engaging with previous successful suppliers like Simply Biz Services Ltd could also present collaboration opportunities for larger firms in the industry.

## Notice

Agreement for Financial Advisor Marketing

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/d9a01049-f560-4fc0-9e09-2071666b14c4 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Direct |
| Procurement method details | Single tender action (below threshold) |
| Tender suitability | Not specified |
| Awardee scale | Large |
| 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 | £37,350 |
| Lots value | Not specified |
| Awards value | £37,350 |
| 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 | SIMPLY BIZ SERVICES |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 4 Jun 2020 at 14:33 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/d9a01049-f560-4fc0-9e09-2071666b14c4

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/d9a01049-f560-4fc0-9e09-2071666b14c4
  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-b5fd17-513ce586-af85-4e02-bd32-4ded7347a062. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-513ce586-af85-4e02-bd32-4ded7347a062.json.