Information sheets download section
Introduction
This section has all the information sheets applicable for employers of Personal Assistants found across the PA Finder site on one page.
Please scroll down the page to review the information sheets available and to download them.
Sample Personal Assistant Interview Questions
This information sheet provides some sample interview questions to ask Personal Assistants, while providing food for thought for employers to develop their own questions.
The information sheet also provides guidance around the questions employers shouldn't ask and how to interview safely.
Whether you’re new to employing a PA or looking to refresh your approach, this resource will help you run a professional, inclusive, and effective interview.
👉 Download the full interview guide below to get started.
Reference request guidance and templates
When recruiting a Personal Assistant (PA), checking references is a vital step in ensuring the person you hire is reliable, experienced, and well-suited to the role. This downloadable information sheet explains the importance of both professional and character references in the recruitment process - especially when working in social care settings.
The information sheet also includes two easy-to-use reference request templates:
- A general character/professional reference form
- A detailed employment reference form for previous employers or supervisors
These templates are designed to help you gather meaningful insights into a candidate’s skills, work ethic, and suitability for working with children or adults who may require support.
Whether your PA is new to this sector or has years of experience, this resource will help you make informed hiring decisions with confidence.
👉 Download the full guide and templates below to get started.
Employment status of Personal Assistants
Before hiring a Personal Assistant (PA) through Direct Payments, it’s important to understand whether they are considered an employee or self-employed. This affects not only their rights and entitlements but also your responsibilities as an employer.
This information sheet explains the key differences between employee and self-employed status, including:
- What defines each employment type
- The rights and responsibilities associated with each
- How to determine the correct status based on working arrangements
You’ll also find practical guidance on factors like control, mutual obligations, equipment provision, and financial risk - all of which help clarify the nature of the working relationship.
Misclassifying a PA’s employment status can lead to legal and financial consequences, so it’s essential to get it right. If in doubt, you’re encouraged to contact the Direct Payment Support Service or your insurance provider’s employer helpline for tailored advice.
👉 Download the full guide below to learn more and make informed decisions when hiring a PA.
Employment status of Personal Assistants
Insurance for Employers of Personal Assistants
If you employ or are planning to employ a Personal Assistant (PA) using Direct Payments, it is a legal requirement to have the right insurance in place. This ensures both you and your PA are protected in case of accidents, injuries, or other incidents that may occur during work.
This information sheet explains:
- Why Employers’ Liability and Public Liability Insurance are essential
- What each type of insurance covers
- How to arrange and renew your policy
- What to do in case of an incident or claim
It also includes details about three main insurance providers—Fish Insurance, Mark Bates Ltd, and Surewise—who offer specialist cover for people employing PAs. You’ll find guidance on choosing the right policy, understanding costs, and what to consider if your PA drives you or performs healthcare tasks.
Whether you’re a first-time employer or renewing your policy, this guide will help you understand your responsibilities and make informed decisions.
👉 Download the full information sheet below for detailed guidance and provider contacts.
Choosing a Payroll Provider
If you employ a Personal Assistant (PA) using Direct Payments, managing payroll is an important part of your responsibilities. A payroll provider can take care of this for you—calculating wages, tax, National Insurance, and pension contributions, and ensuring everything is submitted correctly to HMRC.
This information sheet explains:
- What payroll providers do and how they support you
- How payroll services work with the Virtual Wallet
- What to do when your PA resigns or takes leave
- How to handle holiday pay and statutory payments
Each provider offers slightly different services and pricing, and the guide helps you understand what’s included so you can choose the best fit for your needs. Hampshire County Council currently funds up to £7 per week for payroll services through your Direct Payment.
👉 Download the full information sheet to explore your options and get started, please click the link below: -