RFP QuestBeta
ClosedStage · contract

National Savings & Investments

NS&I Premium Bond Jackpot Winner - Independent Financial Advice Service

Financial ServicesCPV 66171000
ValueValue not published
Deadline5 Jan 2018
Published20 Nov 2017
RegionUK-wide
Timeline
Published 20 Nov 2017ClosedCloses 5 Jan 2018
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The brief

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

Key requirements

What the supplier must deliver

01

NS&I are inviting proposals from suitably qualified

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.

02

NS&I will broker an initial meeting

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.

03

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

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

Derived from the notice text — always confirm against the original documents.

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Source & provenance
OCID
3bca03b9-1fca-4489-87fd-b5f4f59ea836
Stage
contract · Contract
Source
Contracts Finder
Buyer ref
Tender 1527
View the original notice on Contracts Finder

Contains public sector information licensed under the Open Government Licence v3.0. Source data © Crown copyright.

Market context

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