Being involved in research should not leave you out of pocket. Organisations should explain clearly what they can cover, what payment is available and how it may relate to your own circumstances.
Before you agree
Payment, benefits and tax arrangements can be personal and can change. Ask for clear information in writing, and seek independent, up-to-date advice about your own situation before accepting a fee.
What public involvement means
Public involvement is an active partnership between researchers and members of the public. It can include helping to shape a research question, reviewing information, advising on a project, contributing to decisions or helping share findings.
It is different from taking part in a study as a participant. Involvement draws on your experience, insight and expertise to influence how research is planned and carried out.
Expenses and payment
Organisations should aim to make involvement accessible. That usually means meeting reasonable out-of-pocket costs connected with your contribution, such as travel, food when appropriate, care or support costs, and materials needed to take part.
A separate payment may also be offered for your time, skills and expertise. Rates and arrangements vary, so it is reasonable to ask what is offered, how it is calculated and when it will be paid.
Expenses should be clear
Ask whether costs can be booked or paid in advance. This can be important if you would otherwise have to pay for travel, accommodation, care or support before being reimbursed. Where reimbursement is used, it helps if expenses and payment for time are recorded separately.
Payment is your choice
You can ask questions before deciding whether to accept a fee. If you choose not to accept payment, tell the organisation so its records and arrangements remain clear. Your decision should not affect whether your contribution is welcomed or valued.
Consider your personal circumstances
Payment for involvement may be treated as earnings in some circumstances. This can be relevant if you are employed, self-employed, retired, receiving a pension or claiming benefits. Rules and thresholds change, and different arrangements may apply to different people.
Do not rely on a general guide alone when a decision could affect your income or support. Ask an independent benefits or tax adviser about your individual position. The organisation involving you should be able to explain its process and provide written details of the role, payment and expenses.
What a good payment policy includes
A written policy makes expectations more consistent and easier to understand. It should explain:
- which expenses can be covered and how to claim them;
- the payment offered for different involvement activities;
- whether preparation time, meetings, training or follow-up work are included;
- how payment and expenses will be made and the likely timescale;
- who to contact if a claim is delayed or an arrangement needs changing;
- what written information the organisation can provide to help you seek independent advice.
Activities that may be recognised
Involvement takes many forms. An organisation may offer payment for reviewing research material, attending a meeting, preparing for a discussion, supporting training, helping facilitate a group, or commenting on the interpretation and communication of findings.
Ask how much time is expected, including reading and travel, and whether there are any limits on the number of activities. Clear agreements help everyone plan realistically.
Questions to ask
- Is there a written policy for payment and expenses, and can I see it?
- What exactly is being offered for my time, skills and expertise?
- Which costs will be covered, and can any be paid in advance?
- How do I make a claim and when should I expect payment?
- Will fees and reimbursed expenses be shown separately?
- Who can help if my access, care or support needs change?
- Where can I get independent advice about benefits or tax?
Finding further support
If you are unsure about a proposed arrangement, pause and ask for clarification. You may wish to speak to an independent adviser, particularly where benefits, tax, pension income or regular paid work are involved. Keep copies of written agreements, payment records and expense claims for your own reference.
For a broader introduction to involvement roles and support, explore the guidance on getting involved or contact Involvestory with a concise question about material on this site.