One employer assignment. An agreed output and fixed quote.
Start with the report your client needs. We confirm the policy assumptions, deadline and review responsibilities before accepting the work.
Inspect the fictional sampleReport assignment
- Initially: one employer’s announced 2029 salary-sacrifice NI comparison, with 2026/27 rates held constant and up to two supported contribution alternatives.
- Employer cost comparison, representative employee examples and an editable Markdown report.
- CSV, portable scenario files, dated assumptions, sources and limitations.
- Two consolidated revision rounds within 30 days of the first draft, within the agreed policy and audience scope.
- Your named policy reviewer approves the facts and final output. No approval is inferred from a successful calculation.
Fixed quote after scope review. Delivery date, payment terms and review dates are recorded in the order. No website integration or campaign analytics is required for a report assignment.
You keep the delivered files for internal use and communication to the named employer and its approved advisers. Redistribution as a general calculator service is not included. The files are dated snapshots; future rates, new policies and revisions after the review window require a new scope.
Optional supported employee campaign — £2,500
One employer, one approved configuration, one branded employee journey and workforce model, integration support and a close-out report. This is the founding campaign offer; it is not a validated measure of customer value. No automatic renewal.
- 30–45 consecutive live days on agreed dates and approved domains. Staging remains private until the agreed checks pass.
- Two consolidated configuration/wording revisions before launch. Plainly calculation defects are corrected within the agreed service process; new policy scope is quoted separately.
- Hosting and maintenance for the agreed live period only. Support hours and a named backup are agreed before acceptance.
- The customer owns event collection. Measurement is optional at enquiry; its method, owner and aggregate template must be agreed before any outcome claims or measured campaign launch.
- At the end, you keep the dated report and scenario exports. Plainly withdraws the managed campaign configuration and the customer replaces the embed with the agreed fallback link. Both steps are checked at closure. Continued hosting, rule updates and additional audiences need a new order.
0 salary values sent to Plainly. Employee calculations run locally without transmitting calculator values. Report work uses agreed non-identifying assumptions.
No commitment to maintain a 2026 planning report until April 2029 is implied. Future 2029 rates and operational guidance are separately reviewed before later use.
Integration and measurement recipe · Campaign acceptance checks · Support process
Describe the assignment
No success target or analytics setup is needed to discuss a report. Use organisation-level details only; do not include employee records.
Enquiry draft
Project: To discuss Current process or tool: To discuss Deadline: To agree Required output: Employer comparison and editable report Please scope this assignment and confirm a fixed quote, included revisions, review responsibilities and delivery date. No commitment or approval is made by this enquiry.Open email draft
This opens your email app. Nothing is submitted by the website. You can also copy the draft into your normal email and send it to matthew@plainlyfinance.co.uk.