Payment, expenses and funding issues in patient and public involvement

Current INVOLVE guidance is that people who get involved in research should be offered payment for their time, even if they choose not to accept it, as well as reimbursement for travel, accommodation and any other expenses such as respite or child care. Researchers we talked to emphasised the importance of making sure this is properly costed in all grant applications, and that funders accepted it as a legitimate cost. Several talked about the difficulty of funding involvement at the grant development stage; some had used local NIHR Research Design Service funding support to help (see also Pam later). Determining the ‘right’ level of payment to include was a common worry.

Fiona describes working out costs of involvement to put in grant applications and recommends the INVOLVE website for help.

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Rebecca recommends applying for Research Design Service support so you can pay people for involvement in designing a new study

Age at interview 31

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Sarah agrees paying people is an important principle, but wants firmer national guidance on what to pay and how to cost this in grant proposals. Slow payment processes can feel disrespectful.

Age at interview 32

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While there was agreement that paying people for involvement was nationally recommended policy, there were some concerns about whether it was a good idea. Catherine suggested some people might just ‘see it as an easy way to make money, Theres a risk that youll get people who maybe aren’t that interested in helping with research but just want to make the money.’ However, most researchers we talked to felt there was little evidence of this. In practice, people may choose not to accept it, but most agreed it was better to cost it in and offer it than not. Stuart was one of many who felt it was simply equal recognition of skills: ‘You cant do research without statisticians, you can’t do research properly without members of the public, and in the same way you pay for statistics you pay for getting this involvement.’

For Chris paying people for their time (if resources are available) is an important acknowledgement, even though many people would do it anyway.

Age at interview 48

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From her experience Sarah does not believe anyone would seriously be motivated to get involved just because of money.

Age at interview 32

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Marian feels involvement must be costed properly in all grants though recently she had trouble persuading panel members to claim even travel expenses.

Age at interview 46

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In one of Felix’s studies, the patients involved chose to accept lower payments so they could meet more often within the same budget.

Age at interview 36

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Carl was concerned that paying people undermined the principle of volunteering, and Bernadette agreed that ‘it’s a bit like blood donors – if you start to pay blood donors you’re going to get a different group that are going to donate blood than if you rely on people’s voluntary contributions. So I think paying people will skew things possibly not the right way’. But Tom argued that small payments didn’t really undermine altruistic behaviour. John suggested payment was an important way to get a more diverse group of people involved. Others felt that it was an important principle to place some value on people’s time.

People should never be out of pocket, but Carl worries that paying for their time undermines the ethos of volunteering.

Age at interview 46

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David worries whether payment for involvement changes people’s motivation. But he can also see why it’s important.

Age at interview 49

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Paying people for their input like everyone else on the team seems obvious to Tom, but he thinks people get involved mainly to help other people.

Age at interview 54

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Offering people compensation for their time might encourage a wider group to get involved. John would like to see posters in every hospital encouraging involvement.

Age at interview 59

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Marian pointed out that payment only helps so far, people who have jobs still have to get their employer to agree to time off.

Involvement may be limited by who can get time off work. Marian wonders if paying people to cover unpaid leave would be better than having to take annual leave.

Age at interview 46

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There was some disagreement about whether payments for involvement represented value for money, or whether this mattered. Sarah A commented ‘PPI costs peanuts compared to a lot of the things that we pay for on grants’. But perceptions of value for money might depend partly on what was being expected of people and how well they were being prepared and supported to contribute.

If people being paid for involvement come up with ideas you’d never have thought of, that’s good value for money even invaluable.

Age at interview 29

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In Ann’s experience involvement isn’t always good value for money but perhaps researchers have unrealistic expectations of what people can contribute to.

Age at interview 55

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Involvement can be valuable but payment should be a thank-you, not an inducement. Anne thinks paying people who do not contribute much is questionable use of tax-payers’ money.

Age at interview 32

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While Anne was worried about people being paid and saying nothing, another researcher described the opposite concern: that sometimes people may feel obliged to say something at a meeting because they’re being paid, even if they don’t really have anything to contribute. Again, however, this could be more a matter of effective support and preparation than a problem caused by paying people. Alison was one researcher who wondered if having a more contractual relationship might help.

Alison wonders if a more contractual arrangement would be fairer and help ensure value for money but it could also exclude people.

Age at interview 47

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Problems for individuals accepting payments when on benefits remained a major concern. It is often argued that payment is important to widen the pool of people who get involved and attract people who otherwise would not consider or could not afford to get involved. But paradoxically, as Vanessa and Hayley pointed out, it can increase inequality if some wealthier people are able to accept payment while those on benefits are not.

As Ann said, it is a challenge ‘keeping on top of what the rules and regulations say because they change all the time, and knowing where to signpost people’ for further information. (NIHR INVOLVE has recently introduced a benefits advisory helpline to advise both patients and researchers about the latest guidance, see ‘Resources‘ section).

Dealing with this complexity around benefits was one reason why people found it helpful to have good administrative support for involvement in their organisation. Another benefit of good organisational support was to help ensure people got their expenses reimbursed quickly (see also Sarah above). Lengthy bureaucratic delays in processing payments were a common source of frustration and embarrassment. Where possible, some researchers recommended booking and paying for travel tickets and accommodation for people in advance, or reimbursing people in cash.

Pam describes how the Research Design Service has developed pre-grant funding support, helped reduce bureaucracy in payment systems and provided advice on benefits.

Age at interview 54

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If possible, Andy prefers to reimburse expenses in cash on the day, but it took some negotiation with the university’s finance team. Thank you’ payments are a different system.

Age at interview 49

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Tina reflects on in the need for speedy reimbursement of people’s costs.

Age at interview 56

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Alison made the point that there was a danger in researchers trying to save money by involving local people who would not incur so many costs. ‘Its a lot of miles and its a night in a hotel and all the rest of it, and is it OK to say, “Sorry we don’t want you; we want someone local whos going to be cheaper?” You cant really, because then youre biasing your involvement structures to people who happen to live down the road.’ Whilst local involvement might be fine in some cases, for other purposes a more regional or national sample might be appropriate.

As well as formal payment, researchers identified various other in-kind incentives to offer people. These included good refreshments; volunteering credits or certificates for people’s CVs; social events; learning opportunities and skills development.

Young people in Gail’s project chose not to be paid but benefited from including it on their CV and getting references and placements. Feeling equal and empowered isn’t just about being paid.

Age at interview 42

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Once a year Valerie’s research unit organises a family fun day out for families involved in their research.

Age at interview 39

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Practical advice for involvement

NIHR INVOLVE provides a series of briefings for researchers with practical advice and help, as do many local Research Design Services. INVOLVE has distilled the...