14 Mar 2025

Video: Balancing your academy trust’s reserves

Publications

Carly Pinkus

Home /  Publications /  Video: Balancing your academy trust’s reserves

Our academies and schools specialists explain what academy trusts should remember when managing their reserves and how BKL can help.

Carly Pinkus (Director) and Tyler Jeffs (Assistant Manager) take you through:

  • Overview – the balance between your current needs for students and maintenance, and future needs
  • Percentages and thresholds – breaking down the “5 to 20% range” and trustees’ responsibilities
  • Trustees’ reports – how to discuss your reserves with the DfE and ESFA in mind
  • Year-round discussions and benchmarking – management accounts, tips and caveats
  • How BKL can help – our free helpline for academy and school clients, and our full range of services for the education sector

Get in touch today for a chat about how we can help your academy trust.

A visual description of this video: The video features a woman and a man having a conversation in BKL’s North London office. Carly is wearing a brown top and brown trousers. She has shoulder-length brown hair. Tyler is wearing a dark blue jacket over a white shirt with grey trousers. He has brown hair tied in a ponytail. Their chairs are yellow and blue; the carpet is grey. Behind Carly and Tyler are bookcases.

 

Watch our other guide for academy trusts:

Getting your academy trust’s trial balance ready for audit