Financial management policies
- 16 to 19 bursary fund: model policyIf 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 out your eligibility criteria and the support you offer.
- Charging and remissions policy: model and examplesSave 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.
- 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 examplesIf you're writing or reviewing your finance policy, get advice on how to go about it, and see examples of policies from other academies.
- Fraud policy and response plan: model and examplesSchools have a responsibility to protect public money. Find out what's required of your school or trust, download our model fraud policy and response plan, and see examples of policies from other schools and a trust.
- Governors' and trustees' allowances and expenses policy: model and examplesSignpost your governors and trustees to our model policy and adapt it to suit your context. Plus, see examples from a range of schools to find out how other schools have done it.
- Investment policy: model and examplesDownload 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 thresholdsThe 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 policyOur model policy has been updated to reflect the 2026 Academy Trust Handbook and the DfE's guidance on reducing procurement risk.
- Procurement policy: modelUpdatedDownload 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 examplesDownload 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 (trusts)Download and adapt our model reserves policy for your trust, and see example policies from multi-academy trusts (MATs).
- Statement of accounting policies: model and exampleUpdatedDownload our model statement of accounting policies and adapt it to suit your context. Plus, find guidance on preparing for the new Charities SORP for your 2026-27 accounts.