Academy and academy trust finance and reporting

Accounts Direction, Academies Financial Handbook, budget forecast returns, payments and compliance, planning checks.

Services

  1. Academy bank details form

    Forms for academies to use to notify the Education Funding Agency of their bank account details or any changes to their bank details.

  2. Academies severance payments form

    EFA form for academy trusts to seek prior approval for non-contractual payments of or over £50,000.

  3. Alternative provision free school financial template

    A tool to help alternative provision (AP) free schools plan their budget.

Guidance and regulation

  1. Academies Financial Handbook
  2. Academies Accounts Direction
  3. Academies budget forecast return
  1. Compare your school's budget: financial benchmarking

    • Detailed guide
    • Department for Education
  2. Academies financial returns

    • Detailed guide
    • Education and Skills Funding Agency
See all guidance and regulation

News and communications

  1. Letters to academy trusts about levels of executive pay

    • Education and Skills Funding Agency
    • Correspondence
  2. Letter to academy trusts: March 2018

    • Education and Skills Funding Agency
    • Correspondence
  3. Letter to academy trusts: December 2017

    • Education and Skills Funding Agency
    • Correspondence
  4. Letter to academy trust accounting officers: November 2017

    • Education and Skills Funding Agency
    • Notice
See all news and communications

Policy and engagement

  1. Academy saves £800,000 and improves student outcomes

    • Closed organisation: Education Funding Agency
    • Case study
  2. Sharing support staff across schools in a multi-academy trust

    • Closed organisation: Education Funding Agency
    • Case study
  3. Curriculum-led budget planning puts pupil outcomes first

    • Closed organisation: Education Funding Agency
    • Case study
  4. Strategic deployment of staff makes school more efficient

    • Closed organisation: Education Funding Agency
    • Case study
  5. Risk protection arrangement (RPA) for academies

    • Department for Education
    • Policy paper
See all policy and engagement

Transparency

  1. Financial management and governance review: Silver Birch Academy Trust

    • Education and Skills Funding Agency
    • Transparency
  2. Academies finance and assurance steering group terms of reference

    • Education and Skills Funding Agency
    • Transparency
  3. Financial management and governance review: DRB Ignite Multi Academy Trust

    • Education and Skills Funding Agency
    • Transparency
  4. Academy trust survey 2017

    • Department for Education
    • Research
  5. Financial management and governance review: Energy Coast University Technical College

    • Closed organisation: Education Funding Agency
    • Transparency
See all transparency