get perks

more for your people

Real advice for your people.Less for you to manage.

Give your people free mortgage advice, protection, will writing and wealth guidance from qualified advisers. We run the programme. You see anonymised engagement and nothing else.

Why Get Perks

A benefit that changes something real.

01

Benefits that matter

Help with the big financial moments in people's lives: buying a home, protecting a family, writing a will, planning ahead.

02

Real advisers

Every request goes to a qualified adviser who talks your people through their options personally.

03

Simple to run

Upload your people once. We send the invites, the reminders and the follow-ups.

04

Private by design

You see anonymised totals only. Never anyone's finances, and nothing for groups under five.

Free employer scorecard

How financially supportedis your team?

Answer 10 quick questions and get a score across five areas of financial wellbeing, with practical next steps for your business.

Take the scorecard2 minutes. Just 10 questions.
Four perks. One programme.

The big life stuff, handled by people who do it every day.

Tap a perk to see what your people get.

Mortgages

Free, whole-of-market advice for first homes, moves and remortgages.

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Mortgages

  • Whole of market: an adviser searches lenders for the right deal
  • Any move: first homes, moving, remortgaging and buy-to-let
  • Trickier cases: impaired credit and low or no deposit
  • Reminders: a nudge six months before your deal ends

Protection

Life cover, income protection and critical illness, explained plainly.

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Protection

  • Life cover: a lump sum for your family if you die
  • Critical illness: a lump sum if you are diagnosed with a serious illness
  • Income protection: a monthly income if illness or injury stops you working

Wills

A free, properly drafted will. Guidance on powers of attorney too.

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Wills

  • A will: says who gets what, and who looks after your children
  • Power of attorney: someone you trust can decide for you if you cannot
  • Quick: about 20 minutes, online or by phone

Wealth

Pensions, savings and investments guidance from regulated advisers.

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Wealth

  • Pensions: are you on track, and what to do with old pots
  • Savings and investments: making your money work harder
  • Regulated advisers: plain English and no hard sell
How it works

Quick and easy set-up.

1

Join the programme

Agree terms with our team. Add your logo for a co-branded portal.

2

Invite your people

Upload a CSV or add people by hand. We send the invites and handle every follow-up.

3

See engagement

Anonymised, aggregated reporting on sign-ups and perk interest. Never individual finances.

What your people receive

A warm, dual-branded portal with their name on the door.

Everyone gets their own personal space, branded with your company and ours. Tap the tiles to see how a perk request starts.

EXAMPLE CO.get perks Hi Jo, your perks are live more for you
Tools your people get

Quick answers before they talk to anyone.

Tap a card to turn it over. Tools give indicative figures only, not advice.
01Mortgages
Quick Quote
01Mortgages
Quick QuoteIn the employee portal

A quick monthly cost estimate. Live figures come from your adviser.

02Mortgages
Affordability
02Mortgages
AffordabilityIn the employee portal

Income, deposit and outgoings give a rough borrowing range.

03Buying
Stamp duty
03Buying
Stamp dutyIn the employee portal

England and Northern Ireland. Type a price to see the tax and effective rate, with first-time buyer relief.

04Mortgages
Overpayments
04Mortgages
OverpaymentsIn the employee portal

Balance, rate, years left and an extra monthly amount. See interest saved and time cut.

05Mortgages
Remortgage savings
05Mortgages
Remortgage savingsIn the employee portal

Your current rate against a new one. Live rates come from your adviser.

06Protection
Protection needs
06Protection
Protection needsIn the employee portal

Income, dependants and debts give a rough cover estimate.

07Wills
Do I need a will?
07Wills
Do I need a will?In the employee portal

Property, dependants, unmarried partner. If any apply, probably yes. Your free will takes 20 minutes.

Your launch pack

Everything your people need to notice it.Dual-branded, ready to go.

Posters, lanyards, intranet copy, email headers and on-site adviser days. Drop in your logo to see your version. Tap an asset to look closer.

Pick an asset

staff-room poster

Your logo stays on this device and is never uploaded.

What you'll see Example data

Engagement you can report on.Finances you never see.

Example figures for a fictional 180-person employer. Always aggregated. Never below groups of five.

0people invited
0activated
0perk requests
Mortgages
58%
Protection
34%
Wills
71%
Wealth
22%

Share of activated people who opened each perk. Illustrative figures.

Why employers choose it

A benefit people actually use. Mortgage advice, protection and a will are things most people put off. When it comes through work, free, they get on with it.

Pricing is per head and available on request. We will talk you through it when we meet.

  • No employer approval needed for each message we send
  • You keep joiners and leavers current; we do everything else
  • A data sharing agreement is put in place before launch
About us

Built by brokers.Not a referral website.

Most benefit platforms pass your people to whoever pays the biggest referral fee. Get Perks was founded by highly experienced mortgage, protection, wills and wealth professionals, and the advice comes from regulated firms our founders run themselves.

Practising brokers, not a lead seller

Our founders are experienced mortgage and protection brokers who still advise clients every day. That expertise is what your people get.

Advice from firms we stand behind

Mortgages, protection, wills and wealth are handled by regulated firms run by our founders, so we are accountable for every conversation.

One team, start to finish

From the first tap to completion, the same team looks after your people. No hand-offs to strangers.

Practical questions

Things employers ask us.

How long does onboarding take?

Most employers are live within a week. Terms, a logo and a list of people are all we need.

What do I see about my people?

Aggregated engagement only: invites, activations and interest by perk. Never anyone's finances, and nothing for groups under five.

How is it priced?

Pricing is available on request. It is per head, and we will talk you through it when we meet.

Do we have to approve your emails?

No. We manage all communication with your people under a data sharing agreement and every email has a one-click opt-out.

What about joiners and leavers?

You keep the list current in the portal or by CSV. Leavers lose access; anyone who took a product stays a customer of that partner.

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Ready to give your people more?

Book a 20 minute demo. We'll show you the employer portal, the employee experience and how onboarding works.

Not ready for a demo? Take the 2 minute scorecard