Source: https://tendernation.io/suppliers/personal-finance-society

[Skip to main content](#main-content)

Supplier profile

# The Personal Finance Society

Public sector contracts won, from published award notices

SME[Companies House 05084125](https://find-and-update.company-information.service.gov.uk/company/05084125)

[ Follow competitor](/login "Sign in to follow competitors")[ Compete for this work](/register)

Contracts won

3

since 15 Apr 2019

Total awarded

£77,895

where values were published

Buyers

2

public bodies

Latest win

6 May 2026

##  Contracts ending soon

Contracts ending in the next 18 months. Buyers usually re-tender before the end date, so these are openings for competitors.

- [Annual Agreement for Financial Advisor Activity](https://tendernation.io/opportunities/01a13be3-85ef-7069-b28c-2d2cbefe54e2/annual-agreement-for-financial-advisor-activity)[NS&I](https://tendernation.io/buyers/nsi)

    £18,500

    Ends 31 Mar 2027

##  Recent contract awards

- [Annual Agreement for Financial Advisor Activity](https://tendernation.io/opportunities/01a13be3-85ef-7069-b28c-2d2cbefe54e2/annual-agreement-for-financial-advisor-activity)[NS&I](https://tendernation.io/buyers/nsi)

    £18,500

    6 May 2026
- [Annual Agreement for Financial Adviser activity](https://tendernation.io/opportunities/01a13bb9-770c-73c7-bc87-15922103674b/annual-agreement-for-financial-adviser-activity)[NS&I](https://tendernation.io/buyers/nsi)

    £20,500

    9 Apr 2025
- [Membership of the Personal Finance Society](https://tendernation.io/opportunities/01a13c40-59ca-7287-ad0e-510bbd302145/membership-of-the-personal-finance-society)[National Savings & Investments](https://tendernation.io/buyers/national-savings-investments)

    £38,895

    15 Apr 2019

## Companies House

StatusActive

Incorporated25 Mar 2004 (22 yrs)

AccountsTotal exemption full

IndustryActivities of professional membership organizations

[View filing history](https://find-and-update.company-information.service.gov.uk/company/05084125)## Who they win from

- [NS&I2 wins](https://tendernation.io/buyers/nsi)
- [National Savings & Investments1 win](https://tendernation.io/buyers/national-savings-investments)

## Latest accounts

Turnover£8,496,000

Net assets£18,586,000

Cash£15,799,000

Employees0

Year to 31 Dec 2025, from accounts filed at Companies House.

## What they win

- [Financial & insurance services](https://tendernation.io/sectors/financial-insurance-services)1

Competing with The Personal Finance Society?

TenderNation shows who wins each buyer's work, flags contracts coming up for renewal and emails you new tenders that fit. Free plan available.

[All buyers](/buyers)[Start free ](/register)

14-day free trial, no card required