Education
Financial Planning & Employee Benefits
Sustainable investment strategies for institutional reserves and bespoke financial well-being support to help you protect your assets and your people.
Investing in the future of your trust and your staff
Strategic financial management in education goes beyond compliance; it involves making your institution’s assets work harder and ensuring your most valuable assets—your staff—feel financially secure. In an environment of static funding, how a trust manages its reserves and supports its employees can be the differentiator between a struggling school and a thriving one.
Our financial planning team works with CFOs and Trustees to build a sustainable financial future. We bridge the gap between institutional investment and individual financial well-being, helping you align your wealth management with your educational mission.
Institutional reserves and investment policy
The Academy Trust Handbook permits trusts to invest surplus funds, but it requires a robust, risk-averse investment policy. We help you:
- Draft ESFA-compliant policies: Ensuring your investment strategy is ethical, liquid, and strictly aligned with regulatory expectations.
- Inflation protection: Moving beyond low-interest deposit accounts to manage "low-risk" portfolios that protect the purchasing power of your SCA or CIF funds until they are needed for capital works.
- Endowment stewardship: For independent schools, we provide professional management of endowment funds and bursary pots, ensuring long-term yield to support scholarships and capital projects.
Contact us
Get in touch with our Sector specialists
Contact the teamEmployee financial wellbeing: A recruitment tool
In the current recruitment crisis, staff retention is a board-level priority. We help you become an "Employer of Choice" by providing:
Financial education seminars
Helping your staff understand their complex TPS or LGPS benefits, plan for retirement, and manage personal debt or mortgages.
Executive protection
Arranging Key Person Insurance for CEOs and Headteachers to ensure the trust remains viable during a leadership crisis.
Alternative pensions
Advising on the transition from TPS to alternative pension models for independent school teachers.
Get in touch
Get in touch to speak to one of our specialist advisers and explore how we can help you.
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