Download our model policy
Academy trusts must have an investment policy in place to manage and track their financial exposure, and ensure value for money. This is set out in the Academy Trust Handbook (paragraph 2.22).
Our policy is:
- Designed for trusts to adapt to their context
- In line with relevant requirements and good practice
- Approved by Forbes Solicitors
See examples of investment policies from MATs
The Tudor Grange Academies Trust has a reserves and investment policy, which can be found under 'policies finance'. It outlines the trust's investment strategy, and also covers definitions and goals for:
- Restricted reserves
- Unrestricted reserves
- Cash flow
The Kite Academy Trust has an investment policy that sets out:
- How investment decisions are made
- The level of authorisation required