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Checklists, question sheets and data

A useful place
to start.

Check what your broker handles, find the questions to ask about your policies, or explore workplace health data. Each tool below says what you can take away and whether it asks for your details.

More tools

12 tools

Last reviewed 23 September 2026

Benefits and broking
Checklist

51-Week Service Check

Record what your broker handles, what is documented and what needs checking. Choose points to discuss, then print or save your record.
No email neededOpen →
Benefits and broking
Question sheet

Included Services Checklist

Choose your policy types and build questions for your insurer or broker about included services, eligibility and access. Copy or print the sheet.
No email neededOpen →
Benefits and broking
Checklist

Benefits Audit Checklist

Work through 40 points covering benefits strategy, design, communication, technology and measurement.
Name and email to openOpen →
Benefits and broking
Self-assessment

Quiet Audit

Answer seven questions about your current benefits arrangements and see a summary of your answers.
Result before enquiryOpen →
Workplace health
Reference

Duty of Care Checklist

Read fourteen points covering workplace health responsibilities and good practice, with links to the source material.
No email neededOpen →
Workplace health
Checklist

Psychosocial Risk Checker

Work through twelve prompts across the six HSE Management Standards areas. Keep a list of the areas you need to check.
No email neededOpen →
Workplace health
Calculator

Survey Gap Clock

Enter your last employee survey date and the frequency you intended. See the time elapsed and the check-ins that fell in that period.
No email neededOpen →
Workplace health
Self-assessment

Workplace Health Strategy Audit

Answer eight questions about your workplace health approach and see a summary of your responses.
Result before emailOpen →
Data and local context
Data explorer

Workplace Health Data Explorer

Explore published workplace health data by topic, with the sources and limitations alongside it.
No email neededOpen →
Data and local context
Data explorer

UK Sickness Absence Rates

Explore published sickness absence figures by industry, region, occupation and other breakdowns.
No email neededOpen →
Data and local context
Local data

Mental Health Map

Explore mental health data for areas in England. Area figures provide context and do not describe your employees.
No email neededOpen →
Data and local context
Local data

How Anxious Is Your Postcode?

Look up published anxiety data for your local area, with the source and limits explained.
No email neededOpen →

The work behind the benefits

We handle joiners, leavers and claims queries through the year. We deal with the insurers, update the platforms and check the changes have gone through.

See the work we handle →