---
title: "Annual Agreement for Financial Adviser activity"
ocid: "ocds-h6vhtk-050b29"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-050b29"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-050b29.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-050b29.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "NS&I"
published: "2025-05-01"
---

# Annual Agreement for Financial Adviser activity

Buyer: NS&I  
Current stage: Award  
OCID: ocds-h6vhtk-050b29

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-050b29)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-050b29.json)

## Summary

The public procurement process described involves NS&I, a central government public authority in the United Kingdom, awarding a contract for the annual agreement for financial adviser activity. The procurement falls under the services industry category, with a focus on advertising and marketing services, and is located in London. The process was conducted as a direct procurement method below threshold, meaning it was awarded without competition. The tender stage is marked as complete, with the award given on 9th April 2025, commencing on 16th April 2025 and concluding on 31st May 2026. The financial value of the contract is grossed at £24,600, with £20,500 being the net amount.

This tender presents business growth opportunities, particularly for companies specialising in financial advisement services within the advertising and marketing sector. The contract awarded to The Personal Finance Society, a large-scale supplier, highlights potential for significant work in advising and strategising engagement activities for financial products. Businesses with similar expertise and capacity to operate within the realm of financial services, especially those capable of delivering comprehensive marketing solutions, would be particularly suited to compete for future engagements or consider sub-contracting opportunities within this agreement.

## Notice

**CONTRACT AWARDED** Annual Agreement for Financial Adviser activity throughout the year.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/018334-2025 |
| 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 | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 1 May 2025 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | 9 Apr 2025 |
| Contract period | 16 Apr 2025 - 31 May 2026 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £20,500 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Complete |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NS&I |
| Locality | LONDON |
| Post town | South West London |
| Postcode | SW1P 3BT |
| 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 | St James's |
| Westminster constituency | Cities of London and Westminster |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | THE PERSONAL FINANCE SOCIETY |

## CPV Codes

### Divisions

- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 79340000 - Advertising and marketing services

## Release History

- 1 May 2025 at 10:40 - Award - UK7 - Contract Details Notice - https://www.find-tender.service.gov.uk/Notice/018334-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/018334-2025
  1st May 2025 - Contract details notice on Find a Tender

## Notice URLs

- https://www.legislation.gov.uk/ukpga/2023/54/contents

## 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-h6vhtk-050b29. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-050b29.json.