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.