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Setting budget surplus targets

Ref: 31160
Last updated on 21 September 2017
School types: All · School phases: All
In-depth article
What is the appropriate level for a school budget surplus? We relay information from one of our associate education experts about how to set an appropriate budget surplus level in maintained schools and academies. You will also find examples of surplus amounts from reserves policies.

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Contents

  1. 1 Not too large a surplus
  2. 2 Maintained school surplus limits
  3. 3 Academy surplus limits
  4. 4 Setting a target
  5. 5 Example surplus targets

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