Tender Details

Country: United Kingdom
Summary: Provision of Financial Guidance Service
GBT Ref No: 122231263
Deadline: 21 Jul 2025
Financier: Self Financed
Purchaser Ownership: Government
Tender Value: Refer Document
Notice Type: Tender
Document Ref. No.: Provision of Financial Guidance Service
Purchaser's Detail:
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Description:
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...
Documents:

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Provision of Financial Guidance Service - Uk Tender

The CABINET OFFICE, a Government sector organization in United Kingdom, has announced a new tender for Provision of Financial Guidance Service. This tender is published on UkTender under GBT Ref No: 122231263 and is categorized as a Tender. Interested and eligible suppliers are invited to participate by reviewing the tender documents and submitting their bids before the deadline on 2025-07-21.

The estimated tender value is Refer Document, and full details, including technical specifications and submission requirements, are provided in the official tender documents. Ensure all submissions meet the criteria outlined to be considered for evaluation.