Welcome to the IPSE Resource Library

IPSE provides guides, tips, tools and templates for you to use to help run, manage and protect your business. We add to these daily and update them on a regular basis.

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IPSE's Guide to Freelancing - Be Your Own Boss

IPSE's Guide to Freelancing is an essential guide to help you launch and run a successful business. Whether you're just starting out or already established, this guide can help you learn and improve.

The umbrella company market: Assessing the attitudes and concerns of umbrella company workers

This report assesses the impact of increased umbrella company use amongst the self-employed sector by evaluating satisfaction levels, reviewing the onboarding process and the provision of key documents whilst also highlighting some of the areas of concern.

The client's perspective: Assessing the impact of IR35 reforms in the private sector

The report assesses the impact of the IR35 reforms in the private sector on clients by assessing how engagements and IR35 determinations have changed over the last 12 months whilst evaluating the implications of IR35 compliance for clients.

Freelancer Confidence Index Q4 2021

The survey measures overall trends in the market for freelancers in order to identify inflationary pressures, business confidence, and an overview of freelancers’ perception of general economic conditions for Q4 2021.

GDPR Compliant Privacy Policy template

Our GDPR Compliant Privacy Policy Template will not only help you to meet one of the regulatory requirements, but also demonstrate your commitment to safeguarding information.

The Self-Employed Landscape Report 2021

The 2021 edition of IPSE and Kingston University's annual reports looks at the demographics and characteristics of the solo self-employed and how these have changed between 2020 and 2021.

Non Disclosure Agreement (NDA) Template

Non-Disclosure Agreements (NDAs) are a common commercial contract requirement in freelancing and self-employment, when clients want to protect the confidentiality of information or assets. Our Non-Disclosure Agreement (NDA) template not only shows what a typical contract should look like, but can also be used if you’re working with other businesses or taking on freelancers and sub-contractors yourself.

Freelancers' financial wellbeing: Understanding experiences of savings, pensions and mortgages in 2021

The report builds on previous IPSE and CMME research from 2020 to cast a spotlight on mortgages, saving for later life and how self-employed people can be further supported with their finances.