how it works
Launch, track, settle up.
You launch with us
Our launch plan covers comms, employee seminars and switching your schemes on.
We track your savings
Through year one, we track the salary sacrifice deductions on your Perky payroll reports and the tax and NI they save you and your team.
We settle up
At month 12 we send a year-one statement. If savings are lower than fees, claim the difference as credit on your second-year invoices: up to a third off each one's fees until it's used up.
the small print, made simple
What we count
Savings
From the salary sacrifice deductions on your Perky payroll reports, for your first 12 months.
- Employees' income tax
- Employees' NI
- Employer NI at 15%
- Employer NI is counted on deductions for eligible schemes.
- EV savings are counted net of Class 1A on the car's benefit in kind.
- Pension salary sacrifice counts only where you use our full Pension Management alongside your broker or IFA.
Fees
What you paid Perky for the same 12 months.
- Per-employee monthly fees
- Ex VAT
Not counted
- Integration builds
- Maintenance
- Reward Bundle
Good to know
- Year one starts at go-live, or when paid fees start if you switched with Switch Hero.
- Savings are counted before any Employment Allowance.
- We don't run your payroll, so savings are a standard calculation from your deduction data, not your actual NI bill.
To qualify
Take-up drives savings, so the guarantee asks you to launch properly.
- Have at least 10 employees on Perky throughout your first year, and go live within 30 days of signing.
- Within 120 days of going live, send our launch comms and host at least one employee seminar, run by us, for each eligible scheme you switch on.
- Switch on at least two eligible schemes – cycle to work, EV, workplace nursery and annual leave trading – and keep them on through your first year.
- Renew for a second 12-month term; the credit applies to that term's per-employee fees.
- New clients only.
a worked example
£1,150 back, spread over year two.*
Year-one fees £4,050. Year-one savings £2,900. We take up to £112.50 off each second-year invoice until it's used up.
- Month 13−£112.50
- Month 14−£112.50
- Month 15−£112.50
- Month 16−£112.50
- Month 17−£112.50
- Month 18−£112.50
- Month 19−£112.50
- Month 20−£112.50
- Month 21−£112.50
- Month 22−£112.50
- Month 23−£25.00
- Month 24£0
*Illustrative figures based on a 90-person employer on Attract (£3.75 per employee per month). Each second-year invoice has £337.50 of per-employee fees, so up to a third of that, £112.50, comes off each one until the credit is used up. Any credit not used by the end of your second year lapses.
Questions
Do my employees' savings count?
Yes. Their tax and NI savings count alongside your employer NI saving. Your statement shows the two separately.
What if employees leave or opt out?
We count the deductions on your payroll reports for the months they ran.
Do I have to claim it?
Yes, from your year-one statement.
Does it combine with the Perky Promise?
No. Promise pricing is already discounted.
