Lifestyle benefit scheme

Category: Workplace health initiatives · Reviewed by Jake Leat, Associate Director · Last reviewed 2026-06-10

A lifestyle benefit scheme provides employees with access to discounted lifestyle benefits — gym, retail discounts, holidays, electronics, technology purchases, education, family services — sometimes funded by salary sacrifice. The scheme is distinct from the statutory and protection benefits (group risk, PMI, pensions) and aims principally at employee engagement, retention and demonstration of employer commitment to employee wellbeing.

Category: Workplace health initiatives Also known as: Voluntary benefits, flexible benefits Typical funding: Salary sacrifice or employee-paid Related concepts: Wellbeing benefit platform, Workplace fitness benefit, Wellbeing benefit

Definition

The market is dominated by integrated wellbeing platforms (Perkbox, Reward Gateway, Hapi) which provide a single point of access to multiple benefits including: discounts at major retailers; Cycle to Work; electric vehicle salary sacrifice; technology purchase plans; gym subscriptions; pet insurance; legal services; will-writing; childcare assistance; pet insurance; and travel discounts.

Legal / Regulatory basis

Tax treatment varies widely by benefit. Cycle to Work salary sacrifice is exempt under section 244 ITEPA 2003 read with the Cycle to Work Alliance guidance. Electric vehicle salary sacrifice benefits from the very low BIK rate on zero-emission company cars (2% from 2022/23). Retail discount programmes are typically not taxable (commercial discounts negotiated by the platform). Subsidised gym memberships are normally taxable as benefit in kind.

Scope of cover

A typical lifestyle benefit scheme costs the employer £15–£40 per employee per year for the platform plus the (limited) employer NIC saving from salary sacrifice elements. Employee uptake of individual benefits varies widely; retail discounts and Cycle to Work are typically the most-used elements.

Practical example

A 150-employee firm provides a lifestyle benefit platform with retail discounts, Cycle to Work, EV salary sacrifice, and a technology purchase plan. The retail discount element costs the employer nothing (paid for by retailer commission); the platform itself costs £20 per employee; Cycle to Work and EV salary sacrifice generate small NIC savings on the salary sacrificed. Over a year, 70% of employees register and 30% use one or more of the salary sacrifice elements.

See also

References

  1. Income Tax (Earnings and Pensions) Act 2003, s.244 (Cycle to Work) — https://www.legislation.gov.uk/ukpga/2003/1/section/244
  2. Finance Act 1999 (Cycle to Work) — https://www.legislation.gov.uk/ukpga/1999/16
  3. HMRC, Employment Income Manual, EIM21664 (Cycle to Work)
  4. CIPD, Reward and benefits survey 2024 — https://www.cipd.org

This entry is part of the Apex Insurance Wiki. Last reviewed by Matt Bartlett on 2026-06-10. Next review: 2026-12-10.

Apex Insurance Brokers Limited. Authorised and regulated by the Financial Conduct Authority, FRN 724952. Registered in England and Wales, Companies House 07014570. This entry provides general information about UK insurance concepts and is not regulated advice. Consult your insurance broker on your specific position.

Talk to a specialist broker

Apex Insurance Brokers serves UK professional services firms and commercial businesses. Call 0117 325 0027, email hello@apexinsurancebrokers.co.uk, or request a quotation.

Get a quote
Our service promise. We acknowledge every quote request the same working day. For straightforward risks, indicative terms typically follow within five working days. Complex risks — higher-risk buildings, cladding, mid-term proposals requiring fresh underwriting — may take longer; we’ll send you a progress note by the end of the fifth working day in those cases.
★ 4.0 on Trustpilot (verified)|Listed on the ARB PI broker list|FCA FRN 724952