Academies planning calendar 2025 to 2026
Updated 25 September 2025
Applies to England
September 2025
Trust action
- Academies accounts return online form available 16 September 2025
Information and guidance to be published
- Academy trust handbook for 2025 comes into effect
- Land and buildings collection tool guidance and workbook
- Academies accounts return guidance and workbook
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Findings following the assurance work for the year 2024 to 2025 relating to:
- academy trust financial statements
- academy funding audits
- financial management and governance reviews
- Pupil number adjustment (PNA) plans start for the 2024 to 2025 debts
Payments
- Initial teacher training (ITT) general mentor grant
- Early years National Insurance contributions and teachers’ pay grant (EY NTPG) - payments made to local authorities to pass on to eligible academies
- Core schools budget grant (CSBG) for special schools and alternative provision (National Insurance contribution element) - payments made to local authorities to pass on to eligible academies
October 2025
Trust action
- Autumn school census day, 2 October 2025
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Academies can begin consultation on admission arrangements for September 2027 from 1 October 2025 - academies must publicly consult for a minimum of 6 weeks by 31 January 2026 if they:
- are proposing changes to their admission arrangements
- have not consulted in the past 7 years
- Academies in scope submit estimated pupil numbers for the 2026 to 2027 academic year
- Academies must return the school census by 29 October 2025
Information and published guidance
- 16 to 19 revenue funding allocation data for 2025 to 2026
- PNA calculator and guidance notes for 2025 to 2026
- PE and sport premium conditions of grant and allocations issued for the 2025 to 2026 academic year
- High needs place change guidance for the academic year 2025 to 2026
- Accounts submission coversheet (ASC) online form available for trusts to submit their audited financial statements, auditors management letter and annual summary internal scrutiny report
- Core schools budget grant (CSBG) allocations for special schools and alternative provision including staff pay
- Schools budget support grant (SBSG) allocations
Payment
- Second quarterly pupil premium for the 2025 to 2026 financial year
- Universal infant free school meals (UIFSM): 2025 to 2026 for newly eligible academies
- National professional qualification – late claim payment
- National Insurance contributions (NICs) grant for 2025 to 2026
- Core schools budget grant (CSBG) for special schools and alternative provision (staff pay element) - payments made to local authorities to pass on to eligible academies
November 2025
Trust action
- Academies land and buildings collection tool online form available from 11 November 2025
- School workforce census day 6 November 2025
Information and published guidance
- Early career teacher entitlement (ECTE) funding allocations for time-off timetable
- Early career training programme for mentors (ECTPM) allocations
- school resource management self assessment check-list support notes
Payment
- First PE and sport premium payment for the 2025 to 2026 academic year
- Schools budget support grant (SBSG)
December 2025
Trust action
- Academies must return the school workforce census by 5 December 2025
- Deadline for land and buildings collection tool submission 16 December 2025
- Deadline for trusts to submit their 2024 to 2025 audited financial statements, auditor’s management letter, annual summary internal scrutiny report and accounts submission coversheet by 31 December 2025
Announcement
- DfE announces the schools revenue funding settlement for 2026 to 2027
Payment
- Breakfast club early adopters grant - first fixed payment for 2025 to 2026
- ECTE funding
- ECTPM funding
January 2026
Trust action
- Academies accounts return submission deadline 28 January 2026
- Spring school census day - 15 January 2026
- school resource management self assessment check-list online form available
- Trusts publish their 2024 to 2025 audited financial statements on their website by 31 January 2026
- Academies expecting high needs place funding in 2026 to 2027 academic year to check place change published outcomes for use in funding allocations
- Complete consultation on admission arrangements for September 2027 (if required) by 31 January 2026
Information and published guidance
- Outcomes of requests from local authorities for changes to high needs places for 2026 to 2027 – academies have 2 weeks to submit a query about the outcomes
- Guidance on estimating your funding for April 2026 to March 2027 openers
- Revised general annual grants (GAGs) made available in MYESF for 2025 to 2026 following the early PNA exercise
Payment
- Third quarterly pupil premium for the 2025 to 2026 financial year
February 2026
Trust action
- Academies must submit their spring census return by 11 February 2026
- Academies must agree their admission arrangements for entry in September 2027 by 28 February 2026
- Academies must publish their admission appeals timetable for 2027 on their website by 28 February 2026
Information and published guidance
- 2026 to 2027 general annual grant funding allocations guidance for all academies
- 2026 to 2027 16 to 19 allocation calculation toolkits (ACT), including funding factors and student numbers
- Allocations of mainstream NICs grant for special units or resource provision (SURPs) and new and growing schools
Payment
- Positive early PNA payments made to academies for 2025 to 2026 - these payments are backdated to September 2025, with the remainder of the uplift profiled over the period from March to August 2025
March 2026
Trust action
- Academies must publish their admission arrangements for entry in September 2027 on their website and send a copy to their local authority by 15 March 2026
- Deadline for trusts to complete and submit the school resource management self-assessment check-list
Information and published guidance
- Academy revenue funding allocations for 2026 to 2027, including 16 to 19 allocations (including student support, 16 to 19 Bursary Fund and free meals in further education) where applicable
- Academies accounts direction, model accounts and framework and guidance for external auditors and reporting accountants for 2025 to 2026
- CSBG updated allocations
Payment
- PE and sport premium for newly eligible academies for 2025 to 2026 financial year
- Mainstream National Insurance contributions (NICs) grant for 2025 to 2026 for SURPs and new and growing schools
- Updated core schools budget grant (CSBG) for special schools and alternative provision - payments made to local authorities to pass on to eligible academies
- Breakfast club early adopters grant - second payment for 2025 to 2026 based on numbers attending
April 2026
Information and published guidance
- 16 to 19 funding regulations guidance, funding rates and formula guidance for 2026 to 2027
- 16 to 19 student support eligibility and guidance, including 16 to 19 Bursary Fund guidance
- Guidance and workbook for the budget forecast return
- Provisional allocations of pupil premium for the 2026 to 2027 financial year
Payment
- Final quarterly pupil premium for the 2025 to 2026 financial year
May 2026
Trust action
- Summer school census day, 21 May 2025
- Trusts must submit their audited financial statements to Companies House within 9 months of the end of the accounting period which is 31 May 2026
Information and published guidance
- Main PNA statements for 2025 to 2026 are issued- this includes outcomes for positive and negative adjustments
- Chart of Accounts 2025 to 2026
Payment
- Final PE and sport premium for the 2025 to 2026 academic year
- Mainstream National Insurance contributions (NICs) grant for 2025 to 2026 additional payment for April to August 2026
June 2026
Trust action
- Budget forecast return form available
- Academies must submit their summer census return by 17 June 2026
- Academies agree repayment plans for PNA recoveries for 2025 to 2026
Information and published guidance
- Academy trust handbook 2026
- 16 to 19 sub-contracting controls guidance for 2024 to 2025
July 2026
Information and published guidance
- 16 to 19 interactive census tool
Payment
- Universal infant free school meals (comprising 2025 to 2026 final and 2026 to 2027 provisional payments)
- Quarter 1 payment of pupil premium for 2026 to 2027 financial year
- Main PNA positive payments made to academies for 2025 to 2026
August 2026
Trust action
-
Complete and submit the budget forecast return
- By 1 August, academies must inform the local authority whether they intend to:
- be part of the local authority’s in-year co-ordination scheme for the 2026 to 2027 academic year (if so, they must, by 1 August, provide the local authority with all the information that the local authority is required to publish on its website, including application forms) or
- handle their own in-year applications for that period (if so, they must, by 31 August, publish information about making in-year applications on their website, including any forms that parents need to submit)
- By 8 August, academies must provide the local authority with information on its admission arrangements for September 2026, to allow the local authority to compile the composite prospectus.