Source: https://tendernation.io/opportunities/01a13c03-a362-700d-ab66-66966428633d/agreement-for-the-provision-of-an-independent-financial-adviser-framework closed GB open procedure Suitable for SMEs # Agreement for the Provision of an Independent Financial Adviser Framework [Dorset County Council](https://tendernation.io/buyers/dorset-county-council) Estimated value Not stated Published 28 Jun 2016 Deadline Closed 28 Jul 2016 ## Who can bid - Buyer says suitable for SMEs The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid. - Buyer says suitable for VCSEs The buyer ticked “suitable for voluntary, community and social enterprises” on the notice. - Sets up a framework Winning a place does not guarantee work: contracts are awarded later as call-offs, and the list usually stays closed for years. - Open procedure Anyone can submit a full tender; there is no shortlisting stage. [More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses) ## About this tender The Service Users Financial Affairs team manage the finances of over 230 service users either with an Appointeeship for benefits, with a General Power of Attorney or by a Deputyship Order issued by the Court of Protection. The Deputyship Order and General Power of Attorney are for the full management of a service users financial and property affairs. Under the Office of the Public Guardian’s Deputy Standards the Deputy is required to have access to appropriate advice and expertise on investment, savings and property. Currently the team utilise the Court Funds Office and Cash ISA’s for Deputyship cases and Cash ISA’s for all other service users. However, Court Funds interest is at an all-time low so this is considered no longer a competitive and primary investment option for service users who have significant capital to invest. In addition the team have no financial advice training. The Service Users Financial Affairs team require a process and framework to enable it to procure a financial product on behalf of a service user whether independently or by appointing a third party financial adviser to act on behalf of a client. Please see service specification for more information about the service. ## CPV classification Financial and insurance services Source Contracts Finder (UK) [View official notice](https://www.contractsfinder.service.gov.uk/notice/d4626c3d-adc9-11e6-9901-0019b9f3037b) Never miss a tender like this again Get AI summaries, deadline alerts and a bid pipeline for tenders matched to your business. Free to start. [Track tenders free](https://tendernation.io/register) [Buyer profile Dorset County Council: past awards and live tenders](https://tendernation.io/buyers/dorset-county-council) [Sector More Financial & insurance services tenders](https://tendernation.io/sectors/financial-insurance-services) ## More tenders like this [Financial and insurance services – Udbud af delkontrakter vedrørende administration af selvforsikringsordninger · Danish Ministry of Defence Acquisition and Logistics Organisation · 28 days left · 16 Nov 2026](https://tendernation.io/opportunities/01a156a9-9f2a-72f8-9d86-29b05755fb83/denmark-financial-and-insurance-services-udbud-af-delkontrakter-vedrorende-a) [Property insurance services – Prestations de services d’assurances · Ville de Baud (56) · 7 days left · 26 Oct 2026](https://tendernation.io/opportunities/01a156a9-eacd-7321-8a56-9e3a7fc387c0/france-property-insurance-services-prestations-de-services-dassurances) [Insurance services – Marché de service relatif à la prestation d'assurance pour les besoins de Labocéa · Labocéa · 30 days left · 18 Nov 2026](https://tendernation.io/opportunities/01a156a9-6d89-707c-8006-6aaea9baf8b7/france-insurance-services-marche-de-service-relatif-a-la-prestation-dassura) [Health insurance services – Hospitalisatieverzekering · Gemeente Kontich · 15 days left · 3 Nov 2026](https://tendernation.io/opportunities/01a156a9-8bc1-720a-9e1f-3592335b31e6/belgium-health-insurance-services-hospitalisatieverzekering) [Damage or loss insurance services – procedura aperta EX ART. 71 del codice degli appalti (d.lgs. 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