Independent Financial Advice Service Contract
NS&I is looking to establish a contract with suitably qualified and experienced financial advisers who have independent status.
Finance and Related Services
Location of contract
Value of contract
20 November 2017
05 January 2018
Contract start date
01 April 2018
Contract end date
31 March 2021
Contract is suitable for SMEs?
Contract is suitable for VCSEs?
NS&I’s most popular product is Premium Bonds. In return for a savings investment customers are entered into a monthly prize draw. Two (very fortunate) millionaire jackpot winners are created every month. NS&I are inviting proposals from suitably qualified, experienced and independent Financial Advisory services to provide advice to the monthly Premium Bond jackpot winners, who want this service. NS&I will broker an initial meeting with the Jackpot winner and the Financial Adviser and any further advice must only be provided if the Jackpot winner requests this.
NS&I is looking to establish a contract with suitably qualified and experienced financial advisers who have independent status. Advisers with restricted status need not apply.
Further details, including the detailed procurement timescales and process, are available in the Invitation to Tender (ITT) document, which can be downloaded from the NS&I eProcurement website portal following registration:
About the buyer
Mr Chris Wood
1 Drummond Gate
All questions and responses regarding this tender must be communicated via the NS&I e-sourcing portal:
Tender related documents, including the brief, can be downloaded by visiting the above website and clicking on ‘Current Tender Opportunities”.
Suppliers who are not already registered on the e-portal can do so by clicking ‘New Supplier Registration’
How to apply
Please apply directly to the buyer using the contact details provided.