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When an individual employer has decided who they want to recruit as a personal assistant, they need to make sure they have taken the appropriate pre-employment steps. There are several tasks that individual employers are required to undertake to ensure that they are meeting their legal requirements as an employer. 

Being prepared before a personal assistant begins their employment also means that they will be able to get going with the important part of their role knowing that their rights as an employee have been taken care of.  

On this page, you’ll find useful guidance and templates, including for health and safety at work, redundancy measures and preparing a contract of employment.  

 

You must have an agreement, ‘contract of employment’, between you and your employees so that you are both clear about each other’s responsibilities. It gives details of employment rights, responsibilities and duties - these are called the ‘terms’ of the contract. 

You should send two signed copies of the contract of employment to your new personal assistant and ask them to sign both - one for you and one for your PA. This must be completed within two months of taking on a new employee. 

This section outlines what you should include in the contract of employment.  

Download the 'Contract of employment' template. 

Probationary period 

This is an amount of time when you can find out what your new personal assistant is like, and allows them to think about whether they are suited to the job. 

Set a probationary period that is suitable for you, for example, three months. 

It is a good idea to set aside some time to speak with your personal assistant during the probationary period so that you can both talk about what is working well or not going so well. You could also use this to talk about any training that your personal assistant needs. 

At the end of the probationary period, you should either confirm that you would like your employee to continue their role, that you would like to extend the probationary period or that you want to end their employment. 

Notice period for both of you 

If your personal assistant wants to stop working for you, the ‘notice period’ is the amount of time that they must work after they have told you that they want to leave. 

If you decide that you do not want your personal assistant to work for you anymore, this is also the amount of time that your personal assistant will need to work once you have told them that they must leave your employment. 

You should make sure that the notice period gives you enough time to employ another personal assistant. 

If your personal assistant has worked for you for over one month but less than two years, the minimum legal notice period must be at least one week (you can agree on a longer period of time if you want). 

If they have worked for you for two years or more, the legal minimum notice period is two weeks - plus an extra week for every additional year that they have worked for you (up to 12 weeks). 

The notice period can be different during the probationary period, and in cases of dismissal for gross misconduct or gross negligence, notice is not paid. 

Salary and when it will be paid  

This is where you say how much your personal assistant will be paid, when you will pay them (for example, weekly or monthly) and how you will pay them (for example, BACS or cheque). 

As an employer you have a legal responsibility to deduct National Insurance and income tax. There is more information about paying your personal assistant later in this toolkit. 

Working time, hours and breaks  

This will be the hours that you want your personal assistant to work. It is also an opportunity to say what the process is if your personal assistant is going to be late or is unable to turn up for work. 

You must not ask your personal assistant to work an average of more than 48 hours per week, unless they have given their voluntary consent to ‘opt-out’ in writing. An employee can cancel the opt-out agreement at any time by giving seven days notice. 

Your personal assistant is allowed to have regular rest periods of: 

  • a minimum of 11 consecutive hours rest in any 24-hour period 

  • a minimum 20 minute rest break if their working day is longer than six hours 

  • one day off out of every seven days 

  • a limit on the normal working hours of night workers to an average eight hours in any 24-hour period, and an entitlement for night workers to receive regular health assessments. 

For young people (under 18) the maximum working week is 40 hours, other than in exceptional circumstances. These hours may not be averaged out and there is no opt-out available. If you employ someone in this age group, you must also give them a break of 30 minutes every four and a half hours worked. 

You must also allow ‘reasonable’ paid time off to your personal assistants for things such as attending antenatal appointments or training.

In some situations, you must allow your personal assistant unpaid time off, for example, for family emergencies and time to perform public duties, such as jury service or acting as a school governor. 

If your personal assistant asks to work flexibly, you have a legal responsibility to consider this request if they have worked for you continuously for at least 26 weeks. You can refuse these requests on reasonable grounds. If you agree to any changes, you should update the contract of employment. Only one request can be made every 12 months. 

Holiday entitlement 

You should say how much holiday your personal assistant is entitled to per year and when the holiday year starts and finishes, for example, 1 January – 31 December. 

It is good to be clear about things like how bank holidays will be treated and the process for agreeing time off. 

Download the ‘Holiday request form’ template. 

Most full-time workers are legally entitled to a minimum of 5.6 weeks paid holiday per year – you can choose to offer more. The statutory paid holiday entitlement is capped at 28 days. If your personal assistant works part-time in a flexible pattern, or works irregular hours, it might be easier to calculate their holiday allowance in hours rather than days. Use this to help you to work this out.  

Holiday pay 

Holiday pay must be based on the worker’s average pay. So, if their normal pay includes extra money for working unsociable hours, so must the holiday pay. 

If someone stops working for you, they are entitled to be paid for any holiday that they are due but have not taken. 

Visit the  for more information about holiday entitlement rights. 

Bank and public holidays 

You can count any days off for public or bank holidays towards your personal assistant's statutory holiday entitlement – but only as long as if you pay them for those days off. You do not have to give your personal assistant paid time off for bank and public holidays, but you need to be clear about this in their contract of employment. 

Sick leave and sick pay arrangements 

Statutory sick pay (SSP) is paid to employees who are unable to work because of illness. 

  • SSP is paid at the same time and in the same way as you would pay wages for the same period, for up to 28 weeks. 

  • If your personal assistant is unable to work for four or more days in a row, you must pay SSP. SSP starts on the fourth day that your personal assistant is off. 

  • For up to seven days of sickness your personal assistant can self-certificate. After seven days your personal assistant will need to produce a statement of fitness (or fit note) from their doctor. 

  • You do not have to pay SSP if your personal assistant earns less than £118.00 (before tax) per week - this is the ‘Low Earnings Limit’. 

  • Keep all records of sickness periods lasting for four days in a row or longer and all SSP payments that you make. You can use a form provided by HMRC to keep these records. 

Download the ‘Sickness absence recording form’ template. 

Want more information?

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Pension arrangements 

 

Under the Pensions Act 2008, every employer in the UK must put certain staff into a pension scheme and contribute towards it. This is called ‘automatic enrolment.’ 

Scroll down to find out more about pensions.  

Reference to disciplinary and grievance procedures 

This section should explain how problems will be dealt with and you should also write a disciplinary or grievance procedure which goes into more detail. 

Learn more about disciplinary and grievance procedures, in the ‘Sorting out problems’ section. 

What happens when you are away?

This section should say what happens when you are away, for example, on holiday without your personal assistant or if you have to go into hospital. 

Want more information?  

For more information, read our Personal assistants continuing to support people during a hospital admission guide.  

Visit the  for more information about short-term working or lay-off. 

Confidentiality 

You will hold confidential information about your personal assistant, and they will know things about you that you would not want passed on. This section should outline how you will both keep this information confidential. 

You should ask each other before you share any information with anyone else. This should be with informed consent, which means that you understand the consequences and have had no pressure put on you. 

You should make it clear to your personal assistant exactly who they may share information with and in what situation. For example, it is only shared with people who really need to know it, such as, other people or organisations that provide you with support; and only if you are not able to give that information yourself. No information should be shared with anyone, even your family or friends, against your wishes. 

If a personal assistant breaks a confidence, this should be treated as a disciplinary matter. Sometimes they may have to share information about you without your agreement, such as in medical emergencies, if they thought you were being abused by someone else, or if you have broken the law or if they believe that you intend to break the law. 

There is also information that you need to hold about your personal assistant. This should be kept securely so that other people cannot access it. 

Dismissal 

This section should say how your personal assistant will be dismissed under certain circumstances, such as gross misconduct or gross negligence. 

Learn more about dealing with disputes and problems at work, in the ‘Sorting out problems’ section. 

You can do this yourself or use a payroll scheme, such as a local accountant or a direct payment, personal health budget or user led support organisation. 

Doing it yourself 

You will need to contact HMRC to register as an employer. 

It is your responsibility to decide on the correct employment status of your personal assistant - the HMRC ‘’ tool can help.  

The  has guidance to help you to register with HMRC and run a payroll. 

Want more information?

  

Using a payroll scheme  

Payroll schemes can make sure that your personal assistant’s tax, National Insurance and pension contributions are deducted correctly, tell you how much employers National Insurance to pay, sort out your paperwork and deal with the tax office (HMRC) for you. 

You can ask your direct payment or personal health budget adviser or local support organisation about payroll providers. You might be able to find local accountants who will do this for you very cheaply. If you receive a social care or health direct payment this should include money to cover payroll costs. 

 

How much should I pay my personal assistant?  

You must provide a payslip and pay at least the minimum wage. Call the Pay and Work Rights Helpline on 0300 123 1100 for the latest rate or . 

Personal assistants must be paid at least the national living wage (or the national minimum wage for workers 24 and under) while they are on call or working a sleepover; this includes sleeping time. 

Employment allowance 

Individual employers can claim the National Insurance Contributions Allowance and reduce their National Insurance Contribution bill by up to £35,000 a year. . 

Providing a pension 

As an employer, you have a legal duty to help your personal assistants to save for retirement if they are aged between 16 and 74, work in the UK or you deduct income tax and National Insurance Contributions from their wages. 

Automatic enrolment 

All employers must automatically enrol certain workers into a workplace pension scheme and make contributions towards it. This will depend on the age of your personal assistant and how much they earn. 

Your personal assistant can choose to opt out of your scheme at any time. If they do opt out, you must refund all payments made by your personal assistant. 

To work out if your personal assistant meets the age and earning criteria . If any of your personal assistants fall outside of the  age and earning criteria, then you only need to put them into a pension scheme if they ask. 

If you have worked out that you do not have any personal assistants to put into a pension scheme, you still have other tasks to carry out to meet your legal duties. For example, you still need to write to them to tell them how automatic enrolment applies to them. 

You need to complete The Pensions Regulator’s ‘Declaration of compliance’ to tell them that you have complied with your automatic enrolment duties. 

Want more information?

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Redundancy is when you ask your personal assistant to leave, either because you do not need to employ them anymore or because you need to reduce the number of staff that you have. 

If you make your personal assistant redundant you must comply with the law around redundancy. 

Your personal assistant will have certain rights, which may include redundancy pay, a notice period, consultation and time off to find a new job. 

If your personal assistant has worked for you for two years or more, you must pay . How much you pay will depend on the age of your personal assistant and how long they have been working for you. 

 

Your personal assistant is entitled to have maternity, paternity, adoption and parental leave and pay. 

  • Maternity leave and pay 
    All pregnant employees are entitled to paid time off for ante-natal care and 52 weeks maternity leave, made up of 26 weeks ordinary maternity leave and 26 weeks additional maternity leave. You can offer more additional maternity leave if you wish. 
  • Paternity leave and pay
    Fathers and partners may be entitled to two weeks paternity leave. They may also be eligible for additional paternity leave and pay if their partner returns to work before the end of their maternity/paternity leave. 
  • Adoption leave and pay 
    Where a child is adopted, the position is similar. 
  • Parental leave and pay 
    An employee is allowed reasonable time off to deal with an emergency involving a dependant. A dependant can be a spouse, partner, child, grandchild, parent or someone who depends on them for care.  

    Your personal assistant may be entitled to parental leave (i.e. unpaid leave to look after their child’s welfare). Parental leave is limited to four weeks for each child, each year. 

    Parents may be able to take time off if their child dies before they turn 18 or if they have a stillbirth from 24 weeks of pregnancy. Visit the  for more information.  

You have a legal responsibility to make sure that your personal assistant remains safe and healthy whilst doing their job. 

If you employ five or more people, you will need a health and safety policy. As an employer you must: 

  • carry out risk assessments on your home, including around your pets that you keep 

  • think about any training that your personal assistant(s) need 

  • tell your personal assistant(s) about health and safety, including fire safety 

  • record (and possibly report) any accidents that take place in your home 

  • take out employer’s liability insurance. 

Visit the  for free guidance and support, including a model policy. 

Download the ‘Safety in the home checklist’ and ‘Risk assessment’ template. 

  

Want more information?

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Individual employers need to have employer’s liability insurance to make sure that you and your personal assistants are protected if an accident or incident happens.  

The specific details of your insurance policy can differ between companies, but they typically include three key elements employer’s

  • liability
  • public liability
  • legal expenses. 

It might be useful to let your insurance providers know you have employed personal assistants and have comprehensive home, travel and/or car insurance, depending on the support that your personal assistant provides. 

Employer’s liability insurance and/or public liability insurance is essential. As an employer you have a legal duty to insure against accidents or injury to your staff, or accidents or injury caused by them while they are working for you. 

  • Employer’s liability insurance covers you if your personal assistant(s) make a compensation claim because they have been injured or fall ill because of their work. 

  • Public liability insurance covers you if anyone else makes a compensation claim because they have been injured or if their property gets damaged, by you or your personal assistant(s). 

If you receive a direct payment or personal health budget, you should check that your local authority or the organisation that provides your personal health budget has included employer’s liability insurance in the amount it gives you. 

It is worth looking carefully at what your insurance policy covers and any benefits it may include, for example: 

  • some insurers specialise in independent living insurance and offer free employment advice 

  • some independent living insurance policies may also help you to meet the costs involved in making staff redundant (depending on circumstances) and/ or recruitment costs for a replacement personal assistant following a dispute. 

Your direct payment or personal health budget adviser, local support organisation or the organisation that provides any funding that you receive can give you options for taking out insurance. 

Want more information?

As an employer, by law, you need to keep the following records – these are called statutory records: 

  • tax and national insurance information 

  • for most workers it is advisable to keep records of individual hours worked to enable averaging over a period, to meet the requirements of the Working Time Regulations 1998 

  • holidays, again for the Working Time Regulations 1998 

  • pay, to ensure that the requirements of the Minimum Wage Act 1998 are being met, and to meet the statutory requirement that workers are issued with wage slips 

  • paid sickness for more than four days and Statutory Sick Pay 

  • accidents, injuries, diseases and dangerous occurrences. The Health and Safety Executive can advise on particular requirements and necessary assessments. 

Visit the for more information about keeping personal data and record keeping.  

 

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