Providing strategic support to schools
Providing strategic support to schools
The Schools Finance Support Team delivers strategic support to schools by offering a comprehensive financial management, support and advice service. As part of that service, the resources on this page are being provided to our schools to guide them through the regulatory requirements for financial management.
While the resources target schools financial personnel, headteachers and governors, they may also be useful to other interested stakeholders.
Manuals and reference documents
Manuals and reference documents
| Title | Download size | Download type |
|---|---|---|
| Children's Centre Financial Procedures | 603.86 KB | |
| Copyright Factsheet 2016-17 | 242.84 KB | |
| Financial Procedures Manual for Schools | 520.26 KB | Word document |
| Financial Procedures Manual for Schools | 1.85 MB | |
| INTAL048 Fraudulent Payment Request | 80.41 KB | |
| INTAL049 Unsolicited Invoice | 128.93 KB | |
| Scheme for Financing Schools | 994.75 KB | |
| Whistleblowing Policy | 116.2 KB |
Banking
| Title | Download size | Download type |
|---|---|---|
| Bankline Request Application | 102.08 KB | |
| NatWest Account Opening Form | 2.42 MB | |
| NatWest Additional Card Holder Application Form | 2.17 MB | |
| NatWest Change of Address | 43.93 KB | |
| NatWest Change of Signing Authority - Education | 55.82 KB | |
| Open Credit Facility Application 2018/19 | 48.04 KB | |
| Sample GPC Transaction Log | 36 KB | Excel spreadsheet |
School Business Managers Forum - 12 February 2025
| Title | Download size | Download type |
|---|---|---|
| 01 Schools Business Managers Forum Agenda | 161.96 KB | |
| 02 School Finance Update | 158.29 KB | |
| 03 School HR Update | 398.76 KB | |
| 04 Hackney CPD Offer | 338.88 KB | |
| 05 Mayor of London UFSM | 276.06 KB | |
| 06 School Census Funding and Hackney Provider Portal | 491.37 KB | |
| 07 LBH Energy and Carbon Update | 423.61 KB | |
| 08 Schools Domestic Abuse Intervention Service and Policy | 285.85 KB |
Funding
| Title | Download size | Download type |
|---|---|---|
| (1) 2025-26 Schools Allocations - April | 97.55 KB | Excel spreadsheet |
| (2) 2024-25 Budget Template | 950.34 KB | Excel spreadsheet |
| (3) 2023-24 Budget Template | 207.72 KB | Excel spreadsheet |
| (4) Opening Access Education Budgeting Tool for Hackney Schools | 247.18 KB |
Additional information
- Teachers' Pay Grant - teachers' pay grant 2024-25
- Pupil Premium Grant - conditions of grant for 2023-24
- Pupil Premium - funding and accountability for schools
Maternity and sickness
- Find out more about sickness and maternity insurance
Monitoring
| Title | Download size | Download type |
|---|---|---|
| Budget Monitoring Template for Schools | 38.85 KB | Excel spreadsheet |
| Electronic Reporting FMS - Quick Guide for Schools | 240.02 KB | Word document |
| Electronic Returns FMS Utility Spreadsheet - Schools Guidance | 870.24 KB | |
| Key Financial Tasks Timetable | 42 KB | Excel spreadsheet |
| School Fund Transaction Template | 39.07 KB | Excel spreadsheet |
| Schools Half Yearly Leases Return 2015-16 | 15.47 KB | Excel spreadsheet |
| Schools Leases Guidance | 52 KB | Word document |
| Self Employed Status Guide | 238.7 KB | |
| Self Employed Status Quick Guide | 385.23 KB | |
| VA Schools VAT Guidance | 184.56 KB | |
| VAT Monthly Procedures - FMS | 529.56 KB | |
| VAT Reconciliation - HE | 67.57 KB | Excel spreadsheet |
| VAT Reconciliation Template - FMS | 14.46 KB | Excel spreadsheet |
| VAT Tips - FMS | 253.7 KB | Word document |
| VAT Tracker | 18.71 KB | Excel spreadsheet |
Systems
| Title | Download size | Download type |
|---|---|---|
| Annual FMS Pre Year End System Check | 237.69 KB | Word document |
| Internal Control Evaluation | 236.7 KB | Word document |
| SFVS Additional Resources | 82.76 KB | Word document |
| SFVS Checklist | 47.02 KB | Word document |
Year end and budgeting
| Title | Download size | Download type |
|---|---|---|
| Deficit Recovery Plan Template | 46.5 KB | Excel spreadsheet |
| Mid-Year Forecast Statement | 33.91 KB | Excel spreadsheet |
| School Year End Template | 120.92 KB | Excel spreadsheet |
| Surplus Deficit Plan Template - Update | 15.84 KB | Excel spreadsheet |
| Year End Closing - Guidance for Schools | 870.38 KB |
Contacts
Jessica Rolle, Finance Administrative Assistant
Telephone
020 8820 7623