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Key Tools & Resources for Your School, Academy or Trust

This section provides a comprehensive list linking to key resources for your school, academy or trust, including material from the DfE and ESFA. This includes information on returns, financial returns resources and more.

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On-Demand Training

Elevate your expertise with our on-demand training sessions tailored for finance and payroll professionals in the education sector. Our curated catalogue, created and delivered by industry experts, is crafted to support you in navigating the intricacies of this dynamic field.

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2023/24 Payroll Fact Card

Download a copy of our fact card for important dates, facts, and figures you need to help run your payroll effectively and keep compliant throughout the year.

Download our payroll fact card

Important Changes to Holiday Pay & Calculations Fact Sheet

The Supreme Court ruled that employees who only work for part of the year (e.g., term-time & zero-hours workers), should not have their holiday pay or holiday entitlement pro-rated and instead should receive the same entitlement as all year round workers. 

This ruling affects the calculation of annual leave and holiday pay entitlements under certain types of contracts.

Download our fact sheet for more information and important answers to frequently asked questions.

Download our fact sheet

2023 Employment Law Changes

From statutory payment increases to the flexible working bill - download our fact sheet for more information on legislative changes and upcoming developments to be aware of in 2023.

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Multi-Academy Trust Governance Infographic

Discover the key responsibilities of decision makers, trustees and local governing bodies (LGB) - helping you understand the importance of governance within a multi-academy trust

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5 Tips That Will Help You Become an IRIS Master Infographic

From systems configuration to account maintenance - read our top 5 tips on mastering IRIS Financials! Download our infographic

5 Ways That SAAF Will Help You Streamline the Conversion Process Infographic

Are you considering converting or in the process of doing so? Our infographic focuses on the important factors for consideration - from pre-approval advice to staff training

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How to Get Into Supply Teaching Infographic

Thinking of getting into supply teaching? It's important to be flexible and find the right agency for you! Find out our other top tips

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7 Benefits of Outsourcing Your Financial Management Infographic

What are the key benefits of outsourcing your school, academy, or trust's financial management? Find out by downloading our infographic! Download our infographic

Top Tips for Schools and Academies That Use FMS Infographic

As financial requirements within the education sector continue to grow more complex, academies are seeing increasing pressure to reduce costs. See our tip tips to help you maximise resources with your Capita SIMS FMS.

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5 Ways SAAF Will Help You Streamline Financial Management Infographic

Our infographic – 5 ways SAAF will help you streamline financial management – tells you how we’ll help reduce your costs and save you time

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Customer loyalty programme

Our customers are at the heart of everything we do, and that’s why we want to reward them for their loyalty. Find out more about our customer referral scheme.

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Developing our resources

We’re always looking to develop our resources even further. If you have any suggestions, please get in touch.

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