How we help

For every new client, we start with project planning and support: we will create a ‘roadmap’ plan of the conversion project, ensuring that everyone understands their role, what the key dates are and the deadlines for each stage.

For every academy conversion or changes to an academy trust certain elements must be considered, and we will go through every element of the process, every step of the way.

Governance and Leadership
  • What do you want to achieve?
  • What are your legal obligations?
  • What needs to be done and what are the timelines?
  • How do we comply with charity and company law obligations?


The contract with the Secretary of State for Education
  • What goes into the Master Funding Agreement?
  • Is the individual school’s funding agreement ‘fit for purpose’?
  • What are the obligations on the trust?
  • Does the EFA require any updates?
  • Are there any specific funding needs or issues?


Company Law
  • Do we need to establish an academy trust with Companies House?
  • Do we need to amend the current company Articles?
  • What are individuals’ functions in the Trust?
  • How are people selected for specific roles?


Commercial Contracts
  • What contracts exist?
  • Are there any grants or other arrangements with the LA or others?
  • What contracts need to transfer?
  • Are there any guarantees or warranties to pass over?
  • What about liabilities?


Employment and TUPE
  • What will happen to employees following the proposed changes?
  • When does there need to be consultation?
  • How can we involve the unions and staff representation in the process?
  • What happens to current Codes and Conditions?
  • What happens to pensions?


Land and Premises
  • Who owns the land after the process?
  • Who is responsible for the buildings?
  • What about capital development in the future?
  • Does PFI make a difference?
  • What does having a ‘long lease’ mean?
  • As a church school, what is the licence to occupy?


Finance and School Business Management
  • Who sets the budget?
  • What about bank accounts?
  • How does the funding cycle work?
  • What about Payroll and PAYE?
  • VAT and HMRC changes?
  • Internal and external audit


Decision Making
  • What is the role of the Trustees?
  • Who makes financial decisions?
  • What is a local governing body?
  • Who is responsible for the curriculum?
  • Who appoints staff?
  • What is the role of the Executive Head/CEO?
  • Will there be a head teacher in each school?


By working through all of these areas with you, you can be rest assured that each step of the process is considered, dealt with and efficiently managed.


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