Service levels win Matrix Capital NS&I contract extension

Free meeting after jackpot win

Hannah Godfrey
clock • 1 min read

Premium bond jackpot winners will continue to receive free financial advice from chartered financial planner Matrix Capital, following the extension of its contract with National Savings and Investments (NS&I).

Matrix won the three-year contract from 2014 and has now been given a 12-month extension until 31 March next year. The firm provides an initial guidance meeting free of charge to the winner of the million-pound premium bond jackpot, which is often held inside a hotel in a secret meeting to protect the anonymity of the winner. It is the winners' choice whether they take the free meeting - although Matrix said they usually do. Typically, guidance on gifting, inheritance tax, investing for income, retirement planning and long-term care are discussed - though there have been "odd occasion...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

One Four Nine Group snaps up York-based planning firm

One Four Nine Group snaps up York-based planning firm

Acquires Mowatt Financial Planning

Isabel Baxter
clock 14 April 2026 • 2 min read
Absolute Financial Group adds £255m in AUA with three adviser buys

Absolute Financial Group adds £255m in AUA with three adviser buys

Trio of acquisitions take total AUA to £1.5bn

Jenna Brown
clock 13 April 2026 • 1 min read
Nine Edge Wealth makes second acquisition within a month of launching

Nine Edge Wealth makes second acquisition within a month of launching

Acquires Edinburgh-based Wealth Professional

Sophia Panayi
clock 09 April 2026 • 2 min read