---
title: "Income Maximisation"
ocid: "ocds-h6vhtk-05ae59"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05ae59"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-05ae59.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-05ae59.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST"
published: "2025-10-13"
---

# Income Maximisation

Buyer: NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST  
Current stage: Tender  
OCID: ocds-h6vhtk-05ae59

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05ae59)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-05ae59.json)

## Summary

The Northumbria Healthcare NHS Foundation Trust is initiating a procurement process under the Open procedure for the provision of "Income Maximisation" services. This tender seeks to secure specialist advice and guidance for staff and patients concerning financial management, consultancy, and pension fund services. The process is currently in the Tender stage, with the submission deadline set for 7th November 2025. Prospective participants can make enquiries until 29th October 2025, and the award is anticipated to be finalised by 4th December 2025. The project will take place in North Shields, United Kingdom, and falls under the services industry category, specifically financial management consultancy services. The total contract value is grossly estimated at £283,384.8.

This tender provides a growth opportunity for businesses specialising in financial consultancy, especially those with expertise in income maximisation, pension fund strategies, and financial management consultancy. Small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs) are particularly encouraged to apply, as the tender's suitability criteria expressly include these types of organisations. Businesses that can deliver high-quality services balanced with competitive pricing, as indicated by the award criteria of 70% quality and 30% price, will be well-placed to take advantage of this opportunity. The contract is set to commence on 1st January 2026 and may extend up to four years, providing stability and potential long-term growth for successful bidders.

## Notice

Provision of specialist advice and guidance to staff and patients regarding their financial situations and potential opportunities to maximise income.

### Lot Information

Lot 1

Renewal: 2 x 12 month extensions pending project success and budget approval

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/064802-2025 |
| Notice type | UK4 - Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME, VCSE |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 13 Oct 2025 |
| Submission deadline | 7 Nov 2025 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 1 Jan 2026 - 31 Dec 2026 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £236,154 |
| Lots value | £236,154 |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST |
| Locality | NORTH SHIELDS, |
| Post town | Newcastle upon Tyne |
| Postcode | NE27 0QJ |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC4 Northumberland, Durham and Tyne & Wear |
| ITL 3 | TLC43 Tyneside |
| Local authority | North Tyneside |
| Electoral ward | Shiremoor |
| Westminster constituency | Tynemouth |
| Delivery location | Not specified |

## CPV Codes

### Divisions

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

### Codes

- 66171000 - Financial consultancy services
- 66523000 - Pension fund consultancy services
- 79412000 - Financial management consultancy services

## Release History

- 13 Oct 2025 at 13:18 - Tender - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/064802-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/064802-2025
  13th October 2025 - Tender notice on Find a Tender

## Notice URLs

- https://atamis-1928.my.site.com/s/Welcome
- https://www.legislation.gov.uk/ukpga/2023/54/contents
- https://www.northumbria.nhs.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-h6vhtk-05ae59. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-05ae59.json.