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PROCUREMENT OPPORTUNITY

Independent Financial Support Services

Cardiff Council · Preliminary market engagement notice on Find a Tender

Tender information last checkedLast checked 1 Oct 2026, 17:21.

Opportunity overview

Cardiff Council is committed to commissioning Financial Independence Support Services to assist vulnerable adults who have been assessed by Cardiff Council Adult Social Services as requiring support with managing their financial responsibilities. This need is based on an individual’s mental capacity, impairment and an inability to manage their own financial affairs, or risk of financial exploitation. Cardiff Council is seeking to understand the market from providers who are committed to providing Independent Financial Support Services that meet the needs of vulnerable adults. The Provider is to provide expert independent advice, information, practical help and statutory support to vulnerable Individuals, who have care and support needs for which Cardiff Council is Commissioning a care and support package to meet their agreed outcomes, on Individual financial management and day-to-day money matters. The service will promote the financial independence and security to Individuals identified by Adult Social Care Teams and will have the capacity to meet individuals face to face that is suitable to the individual in receipt of the service. Nb. It is ESSENTIAL the provider can support and meet all the identified needs and services as listed below. The Independent Financial Support Services are for: • Adults with a learning Disability • Adults with Autism • Adults with Neurodiverse Needs • Adults with Mental Health Issues and Substance Misuse • Older People With or without dementia • Adults with a physical and or Sensory Impairment The purpose of the service is to provide a range of quality, personalised Independent Financial Support Services to Adults who: • Lack capacity to manage financial matters • Have Identified Safeguarding concerns and outcomes. • Has Deteriorated in their ability to manage their own Individual finances based on a Mental Capacity Assessment. • Live in a care home facility • Are vulnerable to exploitation The levels of Support will be identified via an Individuals Care and Support Assessment, in line with the Social Services Wellbeing (WALES) Act 2014, completed by Cardiff Council Adult Services Social Worker Team. We are seeking organisations who are specialist in delivering the legal, financial, and advise services. Providers must have the capacity and qualified expertise to deliver the following core requirements, including but not limited to: • Court Of Protection • Lasting Power of Attorney (LPA) • Lasting Power of Attorney (LPA) – Advice • Appointee Advice • Appointeeship • Will & Trust Advice • Will & Trust Trusteeship • Motability Access Support • Financial Advice • Providing Face to Face Personal advise and Support The Provider will have in place well trained Officers who are qualified and trained to a high level of education in understanding: • Safeguarding, • Mental Capacity Act, • Money Matters and • Department of Working Pensions (DWP) / Universal Credit etc. The Provider will have the resources to implement a dedicated Online platform, for Cardiff Council ‘Social Worker Only’ Referral form, that is designed to ensure all required data is made available to the Provider to ensure a smooth application and speedy implementation of the services requested. The Provider is required to have a central office located in the Cardiff area, that is accessible to all service users. The Office is to be open to the service users Monday to Friday 52-weeks of the year, except for Bank Holidays.

Classification

  • CPV85000000 — Health and social work services

Lots

  • Lot 1Value not stated

Documents and notices

Published notice details

Additional information from the published procurement release. Fields appear only when supplied by the source; check the original notice and tender documents before acting.

Scope, procedure and submissions

Id
ocds-h6vhtk-06a0e1
Main Procurement Category
services
Above Threshold
Yes
Status
planning

Legal basis

Id
2023/54
Scheme
UKPGA

Special regime

lightTouch

Communication

Future Notice Date
31 Mar 2027, 23:59

Lots and requirements

Entry 1
Id
1
Status
planning

Suitability

Sme
Yes
Vcse
Yes

Contract period

Starts
1 Apr 2027, 00:00
Ends
31 Mar 2033, 23:59

Items and delivery

Item 1
Id
1
Related Lot
1

Additional Classifications

Entry 1
Scheme
CPV
Id
85000000
Description
Health and social work services

Delivery locations

Entry 1
Region
UKL22
Country
GB
Country Name
United Kingdom

Planning and budget

Milestones

Entry 1
Id
engagement
Type
engagement
Description
This information request is purely for the Council to understand the market position, and we welcome expressions of interest by 12-noon Friday 5th June 2026
Due
4 Jun 2026, 23:59
Status
scheduled

Documents

Entry 1
Id
047754-2026
Document Type
marketEngagementNotice
Notice Type
UK2
Description
Preliminary market engagement notice on Find a Tender
Published
22 May 2026, 12:04
Format
text/html

Buyer, suppliers and contacts

Organisation 1
Name
Cardiff Council
Id
GB-PPON-PVHP-5769-YHRQ

Identifier

Scheme
GB-PPON
Id
PVHP-5769-YHRQ

Address

Street Address
County Hall
Locality
Cardiff
Postal Code
CF10 4UW
Country
GB
Country Name
United Kingdom
Region
UKL22

Contact

Name
Ana Foundly

Roles

buyer

Details

Classifications

Entry 1
Scheme
UK_CA_TYPE
Id
publicAuthoritySubCentralGovernment
Description
Public authority - sub-central government
Entry 2
Scheme
UK_CA_DEVOLVED_REGULATIONS
Id
GB-WLS
Description
Welsh devolved regulations apply

Recorded locations

  • Buyer location · Cardiff · UKL22 · CF10 4UW · United Kingdom
  • Delivery location · UKL22 · United Kingdom

Notice and amendment history

1 published notice version reviewed by ProcuraAxis.

1 VERSION
  1. 047754-2026Preliminary market engagement notice on Find a Tender ·