---
title: "Annual Agreement for Financial Adviser activity"
ocid: "ocds-h6vhtk-05137e"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05137e"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-05137e.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-05137e.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "NS&I"
published: "2025-05-14"
---

# Annual Agreement for Financial Adviser activity

Buyer: NS&I  
Current stage: Award  
OCID: ocds-h6vhtk-05137e

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05137e)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-05137e.json)

## Summary

The contracting process for the Annual Agreement for Financial Adviser activity has been completed by National Savings and Investments (NS&I), a central government public authority based in London, United Kingdom. This procurement falls under the services industry category, specifically advertising and marketing services, and was conducted using a direct procurement method below the competitive threshold. The contract was awarded to NEXTGEN PLANNERS LIMITED, a Manchester-based SME, and is active for the period from 1 April 2025 to 31 March 2026. The process was set in the context of a completed tender stage, with the contract being signed on 16 March 2025 and officially published on 14 May 2025.

This awarded tender presents business growth opportunities particularly for small to medium enterprises specialising in providing advisory services in the financial sector. Companies that can deliver valuable insights and strategies in financial advisement and have a capability to manage advertising and marketing could benefit from similar procurement opportunities. Engaging with direct procurement methods and being strategically positioned to respond swiftly to such tenders can be advantageous for businesses looking to expand their portfolio within the government sector.

## 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/021413-2025 |
| 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 | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 14 May 2025 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | 16 Mar 2025 |
| Contract period | 1 Apr 2025 - 31 Mar 2026 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £15,000 |

## 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 | NEXTGEN PLANNERS |

## CPV Codes

### Divisions

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

### Codes

- 79340000 - Advertising and marketing services

## Release History

- 14 May 2025 at 14:54 - Award - UK7 - Contract Details Notice - https://www.find-tender.service.gov.uk/Notice/021413-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/021413-2025
  14th 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-05137e. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-05137e.json.