Academy and academy trust finance and reporting

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

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Services

• Academies severance payments

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

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Guidance and regulation

• Academies Accounts Direction 2023 to 2024 and submitting your audited financial statements
  • Detailed guide
  • 14 October 2024
  • Education and Skills Funding Agency
• Academies accounts return
  • Detailed guide
  • 13 December 2024
  • Department for Education
• Benchmark your school’s financial data
  • Detailed guide
  • 23 March 2021
  • Department for Education
• Academies chart of accounts and automating the accounts return
  • Guidance
  • 8 November 2024
  • Department for Education
• School resource management self-assessment checklist
  • Detailed guide
  • 31 October 2024
  • Department for Education

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News and communications

• Letter to academy trust accounting officers: July 2023
  • 6 July 2023
  • Education and Skills Funding Agency
  • Correspondence
• DfE’s benchmarking tools for schools improve financial management
  • 19 December 2022
  • Department for Education
  • Case study
• The impact of school resource management advisers (SRMAs)
  • 1 March 2022
  • Education and Skills Funding Agency
  • News story
• School resource management adviser programme – 3 years on
  • 15 December 2021
  • Education and Skills Funding Agency
  • News story
• Letter to academy trust accounting officers: August 2020
  • 26 August 2020
  • Education and Skills Funding Agency
  • Correspondence

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Research and 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
• Academy transfers and funding: 2019 to 2020
  • 16 July 2020
  • Department for Education
  • Official statistics

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Policy papers and consultations

• 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

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Transparency and freedom of information releases

• Academy trusts: themes arising from ESFA's assurance work
  • 11 September 2024
  • Education and Skills Funding Agency
  • Corporate report
• Academies consolidated annual report and accounts: 2021 to 2022
  • 5 February 2024
  • Department for Education
  • Corporate report
• Academies finance and assurance steering group terms of reference
  • 7 December 2023
  • Education and Skills Funding Agency
  • Transparency
• 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
  • Education and Skills Funding Agency
  • Transparency

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Organisations

• Education & Skills Funding Agency
• Department for Education
• The Insolvency Service