Getting started on Direct Payments 

Recruiting a Personal Assistant

Making a Job Offer

No large print versions are currently available for some of the documents below. We're in the process of creating them. In the meantime, please contact us for guidance or look at the standard format documents. Thank you for your patience.

  • Fact Sheet (3.1) - Making a job offer
  • Support Sheet (3.1a) - Job offer letter
  • Fact Sheet (3.2) - Holiday pay and entitlement
  • Support Sheet (3.2a) - Holiday pay calculator (fixed hours) - coming soon
  • Support Sheet (3.2b) - Holiday pay calculator (zero or flexible hours) - coming soon
  • Support Sheet (3.3a) - Telephone reference request form
  • Support Sheet (3.3b) - Written reference request form
  • Support Sheet (3.3c) - Cover letter for written reference request
  • Support Sheet (3.4a) - PA timesheet (MS word) - coming soon
  • Support Sheet (3.4b) - PA timesheet (MS excel) - coming soon
  • Support Sheet (3.4c) - PA timesheet more than one hourly rate (MS excel) - coming soon
  • Support Sheet (3.4d) - PA timesheet guidance notes - coming soon
  • Support Sheet (3.4e) - PA timesheet (monthly) - coming soon
  • Support Sheet (3.5a) - Holiday record sheet (MS Excel) - coming soon
  • Support Sheet (3.5b) - Holiday record sheet (MS Word) - coming soon
  • Support Sheet (3.6) - PA mileage record - coming soon
  • Support Sheet (3.7) - PA sickness record - coming soon

Getting your Personal Assistant started

No large print versions are currently available for some of the documents below. We're in the process of creating them. In the meantime, please contact us for guidance or look at the standard format documents. Thank you for your patience.

  • Support Sheet (4.0) - Information on Tax and National Insurance for new PAs - coming soon
  • Fact Sheet (4.1) - Checking if your PA has the right to work in the UK
  • Support Sheet (4.1a) - Personnel sheet to use when checking if your PA has the right to work in the UK - coming soon
  • Fact Sheet (4.2) - Health and Safety - coming soon
  • Support Sheet (4.2a) - Completing a Risk Assessment for PAs - coming soon
  • Support Sheet (4.2b) - Completing a Risk Assessment for new and expectant mothers - coming soon
  • Support Sheet (4.2c) - Employing children and young people (risk assessment, training plan and checklist) - coming soon
  • Support Sheet (4.2d) - Accident Record - coming soon
  • Fact Sheet (4.3) - Employment contracts and written statements
  • Support Sheet (4.3a) - Employment contract - coming soon
  • Support Sheet (4.3b) - Information for PAs: rules of employment and employer expectations - coming soon
  • Support Sheet (4.3c) - Worker agreement (Word format) 
  • Fact Sheet (4.4) - Induction for new PAs
  • Support Sheet (4.4a) - PA induction checklist - coming soon
  • Support Sheet (4.4b) - Notifying your employer if you are sick - coming soon
  • Fact Sheet (4.5) - Choosing the right employment status for your PA
  • Support Sheet (4.5a) - Employee data privacy notice
  • Fact Sheet (4.6) - Medication
  • Fact Sheet (4.7) - Pensions

Managing and supervising your Personal Assistant

No large print versions are currently available for the documents below. We're in the process of creating them. In the meantime, please contact us for guidance or look at the standard format documents. Thank you for your patience.

  • Fact Sheet (5.1) - Managing your staff and resolving problems
  • Fact Sheet (5.2) - What to do when your PA is sick
  • Fact Sheet (5.3) - Maternity Leave, pay and other rights
  • Support Sheet (5.3a) - Letter confirming PA's maternity leave
  • Fact Sheet (5.4) - Reviewing your PA's performance
  • Support Sheet (5.4a) - Letter informing PA employer is implementing supervision meetings
  • Support Sheet (5.4b) - PA supervision notes template
  • Fact Sheet (5.5) - Disciplinary procedures and appeals
  • Support Sheet (5.5a) - Letter informing PA of first or final warning
  • Support Sheet (5.5b) - Letter informing PA they are to be dismissed following disciplinary meeting
  • Fact Sheet (5.6) - Tax and National Insurance Rates 2016-2017
  • Support Sheet (5.8) - Letter increasing PA hourly rate

Ending a Personal Assistant's employment

No large print versions are currently available for the documents below. We're in the process of creating them. In the meantime, please contact us for guidance or look at the standard format documents. Thank you for your patience.

  • Fact Sheet (6.1) - Ending PA employment
  • Support Sheet (6.1a) - Letter terminating PA employment during the probationary period
  • Fact Sheet (6.2) - Redundancy
  • Support Sheet (6.2a) - Letter inviting PA to individual consultation (redundancy)
  • Support Sheet (6.2b) - Notice of termination letter (redundancy)
  • Support Sheet (6.2c) - Notice of termination letter (following death of an employer)


Additional information for employers

No large print versions are currently available for the documents below. We're in the process of creating them. In the meantime, please contact us for guidance or look at the standard format documents. Thank you for your patience.

  • Fact Sheet (7.2) - Self employment
  • Support Sheet (7.2a) - Example contract for the receipt of self-employed services
  • Fact Sheet (7.3) - Employing children and young people
  • Fact Sheet (7.4) - PAs acting as childminders
  • Fact Sheet (7.5) - Volunteer expenses
  • Support Sheet (7.5a) - Volunteer mileage record
  • Support Sheet (7.5b) - Volunteer timesheet and expenses claim form
  • Fact Sheet (7.6) - Poaching staff: the risks
  • Fact Sheet (7.7) - PA car usage
  • Support Sheet (7.7a) - PA expenses claim form
  • Fact Sheet (7.8) - Closing a Direct Payment bank account
  • Support Sheet (7.8a) - Letter to bank requesting closure of Direct Payment bank account following account holder's death
  • Fact Sheet (7.9) - Agencies and care providers
  • Fact Sheet (7.10) - Full time care packages
  • Support Sheet (7.10a) - Average daily hours agreement for live-in personal assistants
  • Support Sheet (7.10b) - Employment contract (live-in PAs)
  • Support Sheet (7.10c) - Customer expenses claim form
  • Support Sheet (7.11) - PA mileage record sheet
  • Fact Sheet (7.13) - When someone passes away