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CABINET OFFICE has floated a tender for Provision of Financial Guidance Service. The project location is United Kingdom and the tender is closing on 21 Jul 2025. The tender notice number is Provision of Financial Guidance Service, while the TOT Ref Number is 122231263. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.
Procurement Summary
Country : United Kingdom
Summary : Provision of Financial Guidance Service
Deadline : 21 Jul 2025
Other Information
Notice Type : Tender
TOT Ref.No.: 122231263
Document Ref. No. : Provision of Financial Guidance Service
Financier : Self Financed
Purchaser Ownership : Public
Tender Value : Refer Document
Purchaser's Detail
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Login to see detailsTender Details
Description
The purpose of this Prior Information Notice (PIN) is to notify all interested parties of the Government Departments' intention to undertake a procurement exercise for the delivery of a tailored financial guidance services to help individuals make informed decisions regarding the management of awarded funds.
The service is intended for approximately up to 4, 000 recipients.
Main Services Required
Supporting individuals to make an informed decision between lump sum or ongoing payments, taking into consideration their individual personal and financial circumstances.
Support in addressing safe money management practices, including fraud prevention and the importance of making a will.
Guidance on various matters, including options for managing funds.
The service delivery of this guidance would be as follows: information gathering regarding the individual's circumstances, providing a tailored financial advice session based on the awarded funds and their financial circumstances and financial priorities, followed by the provision of a written report summarising the guidance provided to the individual.
Key Participation Requirements
Expertise in delivering financial advice to individuals, taking into account their financial circumstances and objectives.
Evidence of compliance with regulatory standards, including valid financial adviser qualifications and safeguarding certifications. All firms providing...
Location Of Contract : United Kingdom
Industry : Financial and insurance services - 66000000
Published Date : 7 July 2025
Closing Date : 21 July 2025
Documents
Procurement Documents for United Kingdom
Access a comprehensive library of standard procurement documents specific to United Kingdom. Here, you'll find all the essential forms, guidelines, and templates required for tender applications and submissions in United Kingdom
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