Academy and academy trust finance and reporting

Services

Academies financial management and governance self-assessment

A financial management and governance self-assessment (FMGS) form for new academy trusts to complete and submit online, and a preview of the form’s questions.
Academies severance payments

Guide and form for academy trusts considering and seeking approval for special severance payments.

Academy trust handbook
- Guidance
- 25 June 2025
- Department for Education
Academies chart of accounts and automating the accounts return
- Guidance
- 30 June 2025
- Department for Education
Academies planning calendar
- Guidance
- 13 January 2025
- Closed organisation: Education and Skills Funding Agency and Department for Education
Academies accounts direction and submitting your audited financial statements
- Detailed guide
- 26 March 2025
- Department for Education and Closed organisation: Education and Skills Funding Agency
Benchmark your school’s financial data
- Detailed guide
- 23 March 2021
- Department for Education

Notice to improve: Goldington Green Academy
- 12 September 2025
- Department for Education
- Correspondence
Notice to improve: The LIPA Multi Academy Trust
- 5 September 2025
- Department for Education
- Correspondence
Notice to improve: Westwoodside Church of England Academy Trust
- 2 September 2025
- Department for Education
- Correspondence
Notice to improve: Langley Hall Primary Academy Trust
- 25 July 2025
- Department for Education
- Correspondence
Notice to improve: Mowbray Education Trust Limited
- 25 July 2025
- Closed organisation: Education and Skills Funding Agency and Department for Education
- Correspondence

Academy transfers and funding 2024 to 2025
- 24 July 2025
- Department for Education
- Official statistics
Academy transfers and funding 2023 to 2024
- 18 July 2024
- Department for Education
- Official statistics
Academy transfers and funding 2022 to 2023
- 20 July 2023
- Department for Education
- Official statistics
Academy transfers and funding 2021 to 2022
- 21 July 2022
- Department for Education
- Official statistics
Academy transfers and funding 2020 to 2021
- 22 July 2021
- Department for Education
- Official statistics

Financial transparency of LA maintained schools and academy trusts
- 21 July 2020
- Department for Education
- Consultation outcome
- Date closed 30 September 2019
Risk protection arrangement for academy trusts
- 12 May 2016
- Department for Education and Closed organisation: Education Funding Agency
- Consultation outcome
- Date closed 31 January 2016
Risk protection arrangement (RPA) for schools
- 26 August 2021
- Department for Education
- Policy paper
Academies annual report 2010 to 2011
- 22 June 2012
- Department for Education
- Policy paper

Academy trusts: findings from DfE's assurance work
- 17 September 2025
- Department for Education
- Corporate report
Academies consolidated annual report and accounts: 2022 to 2023
- 11 March 2025
- Department for Education
- Corporate report
Academies consolidated annual report and accounts: 2021 to 2022
- 5 February 2024
- Department for Education
- Corporate report
Academies consolidated annual report and accounts: 2020 to 2021
- 2 February 2023
- Department for Education
- Corporate report
Investigation report: Queen Elizabeth Grammar School Penrith
- 11 November 2022
- Closed organisation: Education and Skills Funding Agency
- Transparency