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 2026-27

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 310.62 KB PDF

Banking

Title Download size Download type
Bankline Request Application 250.36 KB PDF
Natwest Additional Billing Unit 1007.32 KB PDF
NatWest Additional Cardholder Application Form 2.21 MB PDF
Natwest Amendment Forms 366.8 KB PDF
Natwest Bank Mandate Template 114.88 KB PDF
Natwest Contact Sheet 144.64 KB PDF
Sample GPC Transaction Log 36 KB Excel spreadsheet

School Business Managers Forum - 8 July 2026

Title Download size Download type
01 Schools Business Managers Forum Agenda 236.27 KB PDF
02 School Finance Update 727.52 KB PDF
03 School HR Update 76.24 KB PDF
04 Procurement Update 165.28 KB PDF
05 Services for Schools 188.03 KB PDF
06 IA and AIT 489.68 KB PDF
07 CPD Update 664.26 KB PDF

Funding

Title Download size Download type
(1) 2026-27 Schools Allocations - July 231.97 KB Excel spreadsheet
(2) 2026-27 Budget Monitoring Template - July 83.5 KB Excel spreadsheet
(3) Opening Access Education Budgeting Tool for Hackney Schools 247.18 KB PDF

Additional information

Maternity and sickness

Monitoring

Title Download size Download type
Electronic Reporting FMS - Quick Guide for Schools 240.02 KB Word document
Key Financial Tasks Timetable 42 KB Excel spreadsheet
School Fund Transaction Template 39.07 KB Excel spreadsheet
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
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