Settlement Agreement Pack
Most settlement agreements are drafted from scratch by solicitors at £300+ an hour. This gives you a comprehensive, modular template built through a guided wizard, so you get a properly structured agreement tailored to your specific situation. Not a blank form. Not a generic download. A working document.
Modular wizard
Toggle optional clauses on or off. PILON, garden leave, bonus, share schemes, restrictive covenants and more.
Customised to you
Company details, employee details, amounts and dates all pre-filled. Ready to review, not to rewrite.
Full schedule set
Adviser's certificate, reference template, reaffirmation letter and second adviser certificate all included.
Companion guide
Clause-by-clause explanation of what each section does, what to watch for, and how to run the process.
What's included (up to 6 customised documents)
- Settlement Agreement (modular, with dynamic clause numbering)
- Schedule 1: Adviser's Certificate
- Schedule 2: Reference Template
- Schedule 3: Reaffirmation Letter (optional)
- Schedule 4: Second Adviser Certificate (optional)
- Companion Guide (clause-by-clause explanation and process guidance)
Configurable modules
The wizard lets you toggle these on or off. Clause numbering adjusts automatically.
- Payment in Lieu of Notice (PILON)
- Garden Leave
- Car Allowance & Pension Cash Allowance
- Bonus Provisions (good leaver, pro-rata)
- Share Schemes (Sharesave, Sharebuild)
- Private Medical Insurance
- Outplacement Services
- Financial Services Regulatory (FCA/PRA)
- Witness Cooperation Obligation
- Restrictive Covenants (waive or enforce)
- Agreed Announcement
- Reaffirmation Letter & Second Adviser Certificate
- 🔒 Secure payment via Stripe
- ✓ Written by a Chartered FCIPD professional
- ⬇ Instant download after customisation
Important: This template is designed as a comprehensive starting point. While employers are not legally required to take legal advice before issuing a settlement agreement, you may wish to have it reviewed in complex situations. The employee must receive independent legal advice from a qualified lawyer before signing for the agreement to be valid. The template reflects UK employment law as at March 2026.
Need help with a specific exit?
If you need hands-on support with a settlement negotiation, a complex redundancy, or any situation where you're managing someone out, get in touch. Every exit is different.