---
title: "Annual Agreement for Financial Advisor Activity"
ocid: "ocds-h6vhtk-06c747"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-06c747"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-06c747.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-06c747.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "NS&I"
published: "2026-07-09"
---

# Annual Agreement for Financial Advisor Activity

Buyer: NS&I  
Current stage: Award  
OCID: ocds-h6vhtk-06c747

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-06c747.json)

## Summary

The public procurement process, conducted by NS&I, centred around an "Annual Agreement for Financial Advisor Activity" which falls under the services industry category specifically related to advertising and marketing services (CPV code 79340000). The process took place in London, United Kingdom, with NS&I serving as the central government buyer. The procurement has been completed, with the contract awarded to The Personal Finance Society. This direct procurement method was conducted below the threshold without competition. The contract period spans from 22nd June 2026 to 31st March 2027, with a gross value of £22,200. Noteworthy dates include the contract being signed on 6th May 2026 and the award status marked as active on 9th July 2026.

This tender presents substantial opportunities for businesses engaged in financial advisory services, particularly those equipped to offer innovative marketing and advertising solutions. Given the direct procurement method, companies with the capacity to rapidly deliver specialised services without necessitating a competitive process could thrive. The contract, involving a central government organisation, would be especially enticing for SMEs like The Personal Finance Society, who can leverage their specialised expertise in financial advisory to secure future government contracts and establish themselves as a prominent player in this niche 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/064603-2026 |
| 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 | 9 Jul 2026 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | 6 May 2026 |
| Contract period | 22 Jun 2026 - 31 Mar 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £18,500 |

## 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 East London |
| Postcode | SE1 9HA |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI4 Inner London - East |
| ITL 3 | TLI44 Lewisham and Southwark |
| Local authority | Southwark |
| Electoral ward | Borough & Bankside |
| Westminster constituency | Bermondsey and Old Southwark |
| 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

- 9 Jul 2026 at 10:28 - Award - UK7 - Contract Details Notice - https://www.find-tender.service.gov.uk/Notice/064603-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/064603-2026
  9th July 2026 - 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-06c747. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-06c747.json.