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  • Gender pay gap reporting: requirements, calculator and template If you’ve got more than 250 employees in your trust, you need to publish and report specific figures about your trust’s gender pay gap. Download our calculator to help you work out these numbers, and use our report template to present your data.
  • Key performance indicators (KPIs): requirements and guidance You must set financial key performance indicators (KPIs), and report on them to trustees. It's also a good idea to set other KPIs as part of your improvement planning. Have a look at examples of KPIs you might use, and see approaches from other trusts.
  • Land and building collection tool The land and building collection tool (LBCT) opened on 1 October 2019 and the deadline is 4 November. Find out what you need to fill in (and how it differs from last years).
  • Monthly budget monitoring reports for academy trusts We provide the information you need on the requirements of monthly budget monitoring reports for academy trusts. Here we also link to a template for these and guidance on what should be prepared.
  • Register of interests and declaration: template You are required to publish a register of interests online. Our templates will help you collect the necessary information and publish it in line with this requirement.
  • Related party transactions: requirements and guidance Ensure that your academy's transactions and relationships with related parties are compliant with guidance on meeting 'at cost' requirements, maintaining transparency, and managing conflicts of interests.
  • School resource management self-assessment: requirements and tool UpdatedThe self-assessment tool, which was previously optional, is now compulsory. It's intended to help you see where you're managing resources well in the trust, and where you need to improve. Next deadline is March 2021.
  • Top-slicing academy budgets Top-slicing is a key aspect of MAT finance. Learn about the rules of top-slicing and read case studies on how 2 trusts set their top-slicing strategies. You can also see examples of how other trusts approach central financing.