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Annual Benefits & PMI Renewal Checklist

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Developed by Wellhub, this practical checklist provides HR and benefits leaders with an eight-step framework to assess existing provision, identify opportunities to reduce unnecessary spend and ensure benefits remain competitive, compliant and aligned with workforce needs.

An eight-step checklist to review employee benefits, manage PMI renewals and maximise value

Wellhub’s Annual Benefits & PMI Renewal Checklist guides employers through the key stages of reviewing and renewing their employee benefits and private medical insurance arrangements. Covering workforce demographics, employee feedback, benefits utilisation, policy coverage, market benchmarking and compliance, it helps organisations make more informed purchasing decisions. The checklist also includes practical guidance on employee communication, financial forecasting and renewal timelines, encouraging HR teams to begin the process eight weeks before renewal rather than automatically extending existing arrangements. Primary audience: HR Directors, Heads of Reward & Benefits, HR Managers

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