Good practice and policy
Consider purpose, consistency, accessible information and the arrangements that need to be in place across a team or organisation.
Explore good practice →Develop a policy →This updated resource brings together practical information about budgeting, payment and recognition for public involvement, with older time-sensitive guidance replaced by current prompts to seek specialist advice where needed.
Plan fair, transparent recognition for the time, knowledge and lived experience that people contribute to research.
People who contribute to research bring time, skills and experience. A clear approach to payment and recognition helps teams value that contribution and lets people make informed choices about whether and how they can be involved.
This page brings together material for members of the public, researchers, research managers and organisations. Use it to consider payment, expenses, acknowledgements, support and the practical arrangements that make involvement possible.
Rules concerning tax, benefits and finance can change and can depend on an individual’s circumstances. Use the most up-to-date information available and seek appropriate independent professional advice where needed.
Use these routes to build a proportionate approach for your project, programme or organisation.
Consider purpose, consistency, accessible information and the arrangements that need to be in place across a team or organisation.
Explore good practice →Develop a policy →Include involvement costs early so people can be reimbursed promptly and activities can be delivered in accessible ways.
Budget for involvement →Open the cost calculator →Help people understand options, ask questions and decide what arrangements are right for their circumstances.
Read the public guide →Review practical resources and examples of approaches used when planning payment and recognition.
Browse payment resources →See policy examples →Describe what contribution is being invited, how much time it may take and which decisions it may influence.
Allow for payments, expenses, support needs, accessible formats and administration from the beginning.
Give people clear written information and a named route for asking questions before work starts.
Ask whether arrangements worked in practice and use that learning to improve future involvement.
Payment and recognition work best when they are part of a wider commitment to inclusive, well-supported involvement.
Consider the expertise, time and responsibilities involved in each role.
Discuss payment, expenses and non-monetary recognition in a respectful, accessible way.
Signpost people to current independent advice when tax or benefits may be relevant.
Keep arrangements transparent, respond promptly and review what could work better.
No. Payment may be appropriate for many roles, while reimbursement of expenses, acknowledgement, training, support and feedback can also matter. The approach should be discussed clearly rather than assumed.
Discuss arrangements before someone commits to a role. This allows time to explain what is available, answer questions and consider whether the arrangements are workable.
Consider fees or honoraria where appropriate, travel and other expenses, accessible materials, support needs, administration and the time required to coordinate involvement well.
It can depend on a person’s circumstances and on current rules. Share clear information, avoid making assumptions and encourage people to seek independent specialist advice where relevant.
Agree a clear process in advance and aim to reimburse reasonable expenses promptly. Delays can make involvement inaccessible for some people.
Declining payment does not remove the need to value a contribution. Thank people, show how their input informed decisions and offer recognition that is meaningful to them.
Send a concise description of your question and the stage your work has reached. Involvestory will help you identify relevant material on this site.