Perky resources
Free tools for
employers
Checklists, calculators and templates for HR and finance teams, each dated with the rules and rates it was accurate for. Free to download and adapt.
Employer NI and salary sacrifice
Commuter benefits checklist
Check whether your commuter provision offsets the cost of coming in – and who it misses.
Employer NI impact calculator
What the April 2025 employer NI changes cost you each year, and how much salary sacrifice can recover.
Employer NI impact worksheet
What the April 2025 employer NI changes cost you each year – on paper, with your payroll summary beside you.
Salary sacrifice compliance checklist
Confirm each salary sacrifice scheme is documented, minimum-wage safe, correctly taxed and evidenced.
Workplace nursery compliance checklist
Check whether your workplace nursery arrangement meets the section 318 ITEPA 2003 exemption, and whether you can prove it.
Policies and employee communications
Employer changes briefing
The main legislated or officially announced changes that need an owner before April 2027, with one action each for HR and Finance.
Menopause board business case template
Build the retention case for menopause support from your own payroll data, and turn it into a one- to two-page board paper.
Q1 benefits communication template
Four emails and a short manager briefing for January to March, written for HR teams to adapt and send.
Salary sacrifice employee FAQ
What salary sacrifice means for an employee's pay, what it can save them, and what to check before signing up.
Sandwich generation support policy template
A ready-to-adapt carers' policy for employers in England, Scotland and Wales: the statutory floor first, then the support you choose to add.
Under-30s pension engagement pack
Find where your under-30s are opting out, then explain the pension in terms they'll act on.
Choosing a provider
Benefits platform buyer's guide
Compare up to three shortlisted benefits platforms on evidence, not on presentations.
Benefits platform scorecard
Score up to three benefits platforms in the meeting, on the 18 questions a weak provider struggles to answer well.
Grocery benefit provider scorecard
Score up to three grocery benefit providers side by side, then find the value each returns per pound.
Archive
Editions kept for reference, showing the rules and rates in force when each article was published.
Commuter benefits checklist
- Accurate as at 14 January 2026 (2025/26)
Employer changes briefing
- Accurate as at 4 March 2026 (2025/26)
Employer NI impact calculator
- Accurate as at 6 January 2026 (2025/26)
- Accurate as at 8 April 2025 (2025/26)
Employer NI impact worksheet
- Accurate as at 10 December 2024 (2024/25)
Grocery benefit provider scorecard
- Accurate as at 30 March 2026 (2025/26)
Menopause board business case template
- Accurate as at 5 November 2025 (2025/26)
Q1 benefits communication template
- Accurate as at 7 January 2025 (2024/25)
Salary sacrifice compliance checklist
- Accurate as at 6 January 2026 (2025/26)
Salary sacrifice employee FAQ
- Accurate as at 4 February 2025 (2024/25)
Sandwich generation support policy template
- Accurate as at 9 February 2026 (2025/26)
Under-30s pension engagement pack
- Accurate as at 10 September 2025 (2025/26)
Workplace nursery compliance checklist
- Accurate as at 4 March 2025 (2024/25)