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Financial management policies

  • 16 to 19 bursary fund: model policy
    If your school receives the 16 to 19 bursary fund, you must publish a policy or statement setting out how you will use the funding. Adapt our model policy to help you set your eligibility criteria and the support you offer.
  • Anti-fraud, bribery and corruption policies
    Schools have a responsibility to protect public money. Read what's expected of your school and see examples of anti-fraud policies.
  • Charging and remissions policy: model and examples
    Save time and stay compliant by adapting our model charging and remissions policy. Alternatively, use our downloadable checklist to structure your policy and read tips on how to write your own.
  • Disposal and write-off policies
    See examples of disposal and write-off policies from other schools and a MAT to help you write your own. You'll also find an example developed by the Institute of School Business Leadership (ISBL).
  • Finance policies (maintained schools)
    See examples of finance policies from maintained primary, secondary and special schools, to get ideas for writing your own.
  • Finance policy (academies): how to and examples
    If you're writing or reviewing your finance policy, get advice on how to go about it, and see examples of policies from other academies.
  • Governors' allowances and expenses policy: model and examples
    Signpost your governors to our model policy and adapt it to suit your school's context. Plus, see examples from a range of schools to find out how other schools have done it.
  • Investment policy: model and examples
    Download our model investment policy and adapt it to suit your academy trust. Plus, see examples of policies from other multi-academy trusts (MATs).
  • New procurement thresholds
    The higher value Public Contracts Regulation (PCR) procurement thresholds have replaced the EU thresholds. The Official Journal of the European Union (OJEU) has also been replaced with the Find a Tender service. We've updated our model policy to reflect these changes.
  • Procurement policy: model
    Updated
    Download and adapt our model procurement policy to help you set out your school or trust's approach to buying goods and services, including competitive tendering procedures.
  • Pupil premium policy: model and examples
    Download and adapt our model pupil premium policy to suit your school's context. Find examples of policies from primary, secondary and special schools.
  • Reserves policy (academies)
    See examples of policies from a primary and a secondary school, as well as multi-academy trusts (MATs).
  • Statement of accounting policies: model and example
    Download our model statement of accounting policies and adapt it to suit your context. You'll also find a template from the ESFA.