Closed tender

Financial and insurance services

Details

Topic
Financial and insurance services
Published
3 February 2017
Submission
10 March 2017

Tender description

Nottingham City Council's Deputyship Team manages the property and financial affairs of older people and vulnerable clients, who lack mental capacity to manage these themselves. The Deputyship Team is now seeking to secure the services of an Independent Financial Adviser for its clients who have significant assets. This is an open tender to procure Independent Financial Advice to older people and vulnerable clients with assets above 75 000 GBP. The successful provider will be a registered member of the Society of Later Life Advisers (SOLLA) and hold either a Diploma in Financial Planning or a Diploma in Regulated Financial Planning. (Level 4) The contract award will be based upon the most economically advantageous tender.

Timeline

  1. Completed: Tender published3 February 2017
    Current notice
  2. Completed: Submission date10 March 2017

About the buyer

Nottingham City Council is a public sector buyer in United Kingdom publishing tenders and awards on Stotles. Explore their procurement activity and find more opportunities like this one.

Relevant CPV codes

  • 66000000 · Financial and insurance services

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Decision makers

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