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Employer contributions to the Teachers' Pension Scheme
Employer contribution rate for teachers' pensions are increasing from September 2019 to 23.6%. Get more information on the planned government funding that will be provided to academies for the 2019/20 academic year to cover this rise.
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.
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
The 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.
Teachers' pension grant: how much you could get
The employer contribution rate for teachers' pensions is increasing from September 2019. Find out what funding you could get to cover the cost of this rise for the 2019-20 financial year.
Template annual report and financial statements
All academy trusts must submit an annual report and financial statements. We link you to the model report to be filled in and explain what it includes.
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.
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