Academy and academy trust finance and reporting

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


  1. Academies severance payments form

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

  2. Alternative provision free school financial template

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

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Guidance and regulation

  1. Academies accounts return
  2. Academies Accounts Direction
  3. Academies Financial Handbook
  4. Academies financial returns
  5. Compare your school or trust's budget: financial benchmarking
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News and communications

  1. Damian Hinds: Autonomy leads to progress in our schools
  2. Letters to academy trusts about levels of executive pay
  3. Letter from Lord Theodore Agnew to academy trust auditors
  4. Letter to academy trusts: March 2018
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Research and statistics

  1. Academy trusts with a revenue surplus or deficit: 2016 to 2017
  2. Academy transfers and funding England financial year 2017 to 2018
  3. Academy trust survey 2017
  4. Income and expenditure in academies in England: 2013 to 2014
  5. Income and expenditure in academies in England: 2012 to 2013
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Policy papers and consultations

  1. Academy saves £800,000 and improves student outcomes
  2. Sharing support staff across schools in a multi-academy trust
  3. Curriculum-led budget planning puts pupil outcomes first
  4. Strategic deployment of staff makes school more efficient
  5. Risk protection arrangement (RPA) for academies
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Transparency and freedom of information releases

  1. Financial management and governance review: Stratton Education Trust
  2. Financial management and governance reviews: Wakefield City Academies Trust
  3. Investigation report: Education for the 21st Century
  4. Academies consolidated annual report and accounts: 2016 to 2017
  5. Academy trusts: late financial returns 2017 to 2018
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