Independent Financial Advice Framework – Leicestershire County Council

Independent Financial Advice Framework – Leicestershire County Council

The council is seeking to procure a framework with up to three separate Suppliers.

REFERENCE LEICESTERSHIRE COUNTY COUNCIL

Independent Financial Advice Framework

Awarding body Leicestershire County Council

EST. START DATE: 01/09/2019
EST. END DATE: 01/09/2021

Description

The Council manages the finances of approximately 650 Service Users. The authority to manage the Service Users’ finances comes from Court of Protection deputyship or from appointeeship, usually from the Department for Work & Pensions. The Council is responsible for the management of the Service Users’ financial affairs. Under the Office of the Public Guardian’s Deputy Standards the Council is required to seek independent financial advice, where appropriate to maximise the return on Service Users’ savings, investments and any other assets. The Council is seeking to procure a framework with up to three separate Suppliers. The Council requires a process whereby the Supplier(s) is enabled to provide expert independent financial advice and procure relevant financial products as required. Specialist advice and support will be required for Service Users with portfolios of over £20,000. One general quarterly briefing is also required free of charge to assist the Council in making investment decisions on behalf of its Service Users with individual portfolios below £20,000.

To express your interest and access the tender documents, follow the link to ‘Apply Online’.

Additional information

Contract Type One off
Procurement Process Open Tender
Estimated ValueTEXT DESCRIPTION
Category Financial ServicesAdult,
CPV codes 66000000, 85000000,
Suitable for SME YES

DOCUMENT AVAILABLE UNTIL

19 July 2019

19 days

SUBMISSION RETURN BY

19 July 2019

19 days

CONTACT DETAILS

Leicestershire County Council
Charlotte Highcock- Commercial Officer
01163052043