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Schools finance

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

Consistent financial reporting (CFR) framework 2024-25

Title Download size Download type
Children's Centre Financial Procedures 603.86 KB PDF
Copyright Factsheet 2016-17 242.84 KB PDF
Financial Procedures Manual for Schools 1.85 MB PDF
Financial Procedures Manual for Schools 520.26 KB Word document
INTAL048 Fraudulent Payment Request 80.41 KB PDF
INTAL049 Unsolicited Invoice 128.93 KB PDF
Scheme for Financing Schools 994.75 KB PDF
Whistleblowing Policy 116.2 KB PDF

Banking

Title Download size Download type
Bankline Request Application 102.08 KB PDF
NatWest Account Opening Form 2.42 MB PDF
NatWest Additional Card Holder Application Form 2.17 MB PDF
NatWest Change of Address 43.93 KB PDF
NatWest Change of Signing Authority - Education 55.82 KB PDF
Open Credit Facility Application 2018/19 48.04 KB PDF
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 PDF
02 School Finance Update 158.29 KB PDF
03 School HR Update 398.76 KB PDF
04 Hackney CPD Offer 338.88 KB PDF
05 Mayor of London UFSM 276.06 KB PDF
06 School Census Funding and Hackney Provider Portal 491.37 KB PDF
07 LBH Energy and Carbon Update 423.61 KB PDF
08 Schools Domestic Abuse Intervention Service and Policy 285.85 KB PDF

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 PDF

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 PDF
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 PDF
Self Employed Status Quick Guide 385.23 KB PDF
VA Schools VAT Guidance 184.56 KB PDF
VAT Monthly Procedures - FMS 529.56 KB PDF
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 PDF

Contacts

Schools Finance Team

Telephone
020 8820 7623
Email
schools.finance@hackney.gov.uk

Suhal Kadir, Finance Manager (Schools)

Telephone
020 3997 6316
Email
suhal.kadir@hackney.gov.uk

Yukon Chow, Business Analyst

Telephone
020 8820 7451
Email
yukon.chow@hackney.gov.uk

Asha Tailor, Peripatetic School Bursar

Telephone
020 8820 7314
Email
asha.tailor@hackney.gov.uk

Jessica Rolle, Finance Administrative Assistant

Telephone
020 8820 7623
Email
jessica.rolle@hackney.gov.uk

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