Guidance

Record keeping and retention information for academies

Guidance for academies and academy trusts on record keeping and retention.

• From: Department for Education
• Published: 22 February 2022
• Last updated: 28 January 2025
  Show all updates

  1. 28 January 2025

     Updated the link to the ESFA enquiries form. Removed links to the Information and Records Management Society's academies toolkit, as it is now behind a paywall.

  2. 22 February 2022

     First published.

Applies to England

Documents

Record keeping and retention information for academies and academy trusts

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Details

Academies and academy trusts should follow good practice in relation to record keeping and retention.

This guidance sets out:

• an introduction to record keeping, including what records should be kept by an academy or trust, how long to retain records and how records should be disposed
• what should happen to records when an academy or trust closes
• how to access pupil and staff records if they are transferred to a local authority