Independent Financial Advice Service Contract

Independent Financial Advice Service Contract

NS&I is looking to establish a contract with suitably qualified and experienced financial advisers who have independent status.

Contract summary

Industry

Finance and Related Services

Location of contract

Any region

Value of contract

Published date

20 November 2017

Closing date

05 January 2018

Contract start date

01 April 2018

Contract end date

31 March 2021

Contract is suitable for SMEs?

Yes

Contract is suitable for VCSEs?

No

 

Description

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:
https://nsandi.eu-supply.com/login.asp?B=NSANDI

 

About the buyer

Contact name

Mr Chris Wood

Address

NS&I
1 Drummond Gate
London
SW1V 2QX
England

Email

chris.wood@nsandi.com

 

Other information

Attachments

https://nsandi.eu-supply.com/login.asp?B=NSANDI

All questions and responses regarding this tender must be communicated via the NS&I e-sourcing portal:
https://nsandi.eu-supply.com/login.asp?B=NSANDI

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.

 

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