Financial management policies
- 16 to 19 bursary fund: model policy Adapt our model policy to help you set your own 16 to 19 bursary fund policy.
- 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. You can also use our downloadable checklist to structure your policy, and read tips on how to write it.
- Competitive tendering policy: model and examples (academies) Download and adapt our model competitive tendering policy to help you comply with procurement law. You can also see examples of other trusts' policies.
- Competitive tendering policy: model (maintained) Download and adapt our model competitive tendering policy to help you comply with procurement law.
- Debt recovery policy Find examples of debt recovery policies from schools and from an LA to help you with writing 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 write one as well as inspiration from examples of these policies from other academies.
- Governors' allowances and expenses policy: model and examples Download our model policy and adapt it to suit your school's context. See examples from a range of schools, and advice on how to write your own policy.
- 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.
- Pupil premium policy: model and examples UpdatedDownload 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 range of primary schools, secondary schools and multi-academy trusts (MATs).
- Statement of accounting policies: model and examples UpdatedDownload our model statement of accounting policies and adapt them to suit your context. You'll also find templates from the ESFA and ISBL.
