Academy Trust Handbook 2026

The 2026 Handbook says boards should take an integrated approach.

Connect the curriculum you want to deliver with the people and budget it needs. ICFP.school helps you understand today’s position and plan for the years ahead.

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Effective from 1 October 2026 Academy trusts in England

The connected planning picture
CurriculumPupils & provision
StaffingPeople & deployment
FinanceIncome & costs
ICFP.schoolBring the assumptions together
UnderstandRead the metrics

Where do we need to look more closely?

PlanExplore the outlook

What does this mean for the years ahead?

A shared basis for curriculum and financial decisions.

What has changed?

A clearer expectation for boards.

The change in section 2.13 strengthens the position on integrated curriculum and financial planning. The wording matters.

What does “should” mean?

The Handbook defines “should” as minimum good practice. Trusts should apply it unless they can demonstrate that another approach better suits their circumstances. It is different from “must”, which identifies a requirement.

The Handbook does not require trusts to buy ICFP software. ICFP.school offers a practical way to support the planning process. Your board retains responsibility for its decisions. Read the DfE explanation.

Planning with ICFP.school

From school data to a plan you can explain.

Your budget tells you what you expect to spend. ICFP helps you ask why, how that spending supports the curriculum and what may need to change. ICFP.school puts curriculum metrics, expenditure and forecasts in the same workspace.

Inside ICFP.schoolSchool overview
ICFP.school demonstration dashboard showing school information, curriculum metrics, expenditure metrics and a forecast across three years
Actual product view with demonstration data. Figures illustrate the interface, not customer results or promised savings.
01 / Establish your position

Bring the information together.

Use school, staffing, curriculum and financial information to build your ICFP picture. Review expenditure alongside pupil numbers and deployment, with a common set of assumptions for finance and education leaders.

02 / Investigate the pattern

See what needs a closer look.

Read curriculum and expenditure metrics together, compare years and examine relevant benchmarks. Ratings and opportunity indicators help focus the discussion. They need to be interpreted in the context of your provision.

03 / Look ahead

Connect today’s choices to tomorrow.

Use forecasts to explore the outlook beyond the current year. Core includes a five year forecast; Premium adds full expenditure budget forecast generation and detailed metric dashboards.

Reading the metrics together

Understand what is driving the result.

A high staffing cost is a starting point for investigation. Is the pressure coming from the cost of each teacher, the number of teachers relative to pupils, or how teaching time is deployed?

Reading these measures together helps you explore the cause before discussing a response. It also gives curriculum and finance colleagues a more useful starting point than a single spending percentage.

ICFP.school expenditure and curriculum tables showing metrics, comparison averages and ratings using demonstration data
Expenditure and curriculum metrics shown together. Demonstration data; ratings and indicated opportunities need local interpretation.
Four measures and the questions they help you ask
MetricWhat it tells youThe planning question
Staff expenditure as a share of incomeThe proportion of revenue income spent on staffing.How much of our income is committed to people, and what remains for other priorities?
Average teacher costThe average cost of a full time equivalent teacher.How does the cost of our staffing structure affect the curriculum we can provide?
Pupil teacher ratioThe number of pupils relative to full time equivalent teachers.How does our level of staffing relate to pupil numbers and the provision we need?
Teacher contact ratioThe proportion of available teaching time allocated to teaching.How are teaching, leadership, preparation and other responsibilities reflected in deployment?

A benchmark is a comparison, not a target for every school. Phase, pupil need, curriculum choices and organisational context all matter. Explore the curriculum element of ICFP.

The questions behind the plan

Start with a decision you need to make.

ICFP is useful when it helps you understand a choice. Explore how curriculum and financial information can inform three common planning conversations.

These are examples of a planning approach, not calculated results or recommendations for your school.

How ICFP goes beyond benchmarking
01What if pupil numbers change?

A smaller intake can change income before your staffing commitments change. Looking at the budget alone can miss what that means for class organisation and curriculum provision.

What to explore in ICFP.school

Review pupil numbers alongside the pupil teacher ratio, average class size and your financial forecast. Check which assumptions are changing and which costs are likely to stay in place.

Pupil teacher ratio · Average class size · Forecast

The conversation it supports

Use the results to discuss whether the planned curriculum remains affordable, what needs closer investigation and when a staffing decision may be needed.

02Why are staffing costs under pressure?

A higher staffing bill could reflect pay, the experience of your team, deployment, supply cover or a combination of these. Each calls for a different conversation.

What to explore in ICFP.school

Read staff expenditure as a share of income alongside average teacher cost and teacher contact ratio. ICFP.school brings expenditure and curriculum metrics together so you can investigate the pattern.

Staff expenditure · Average teacher cost · Teacher contact ratio

The conversation it supports

Discuss the reasons with curriculum and finance colleagues before deciding on an action. A metric can identify a question; your knowledge of provision and staff explains the answer.

03Why do schools in our trust look different?

The same financial result can have very different causes in schools with different phases, pupil profiles and curriculum models. A trust average is only a starting point.

What to explore in ICFP.school

Premium combines an overview across schools with detailed metrics and bespoke comparison datasets. Look at the variation, then select relevant comparators and explore the context of each school.

Premium: trust overview · Relevant comparators · Detailed metrics

The conversation it supports

Use that evidence to focus conversations with school leaders, agree where support would help and prepare a clearer explanation for trustees. PDF and Excel exports are included in Premium.

ICFP.school Premium

See the trust picture. Keep the school context.

An overview across schools helps a central team decide where to begin. Premium brings together aggregated dashboards for trusts and local authorities, detailed metrics and bespoke comparison datasets so you can investigate the variation behind the overall result.

Choose comparators by factors such as phase, region and pupil profile. Use PDF and Excel exports to bring the analysis into discussions with school leaders and the board, supported by your explanation of the assumptions and decisions.

Compare tiers and pricing
ICFP.school overview comparing staffing, curriculum and financial metrics across demonstration schools
A comparison across demonstration schools. Included features vary by tier.
Included in Premium

Software, with people to help you use it.

Help with the analysis

Appointments with ICFP experts give you space to discuss your findings and planning questions. SBL Chat also lets you explore your ICFP context through an AI assistant, alongside professional judgement.

Help getting started

Premium includes custom upload templates and a service to upload your data for you. We will explain the information needed and agree the next steps for your organisation.

Your next step

Bring a question. See how the software can help.

Tell us about your organisation and the decisions you are working through. We will reply within one working day to arrange a walkthrough or send the further information you need.

A relevant product walkthrough
See the metrics, forecasts and reporting that relate to your question, using demonstration data.
A clear explanation of the options
Discuss Core and Premium, the features included and the price for your organisation.
Practical steps to get started
Understand the data and support involved. You do not need to upload school data to make an enquiry.

Request your walkthrough

Tell us a little about your organisation. We will reply within one working day.

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Questions before you begin

A practical approach to ICFP.

Is ICFP a new mandatory requirement?

Section 2.13 of the 2026 Handbook uses “should”, which identifies minimum good practice, rather than “must”. It strengthens the expectation that boards integrate curriculum and financial planning. The official Handbook explains how trusts should apply that distinction.

What will we see in a walkthrough?

We will focus on the planning questions you share with us. That may include curriculum and expenditure metrics, forecasts, comparisons across schools or Premium reporting and expert support. We will explain which tier includes each feature.

Can a trust use it across several schools?

Yes. Premium includes aggregated dashboards for trusts and local authorities, helping leaders compare metrics and identify areas for discussion across schools. Tell us the number of schools and your role so we can tailor the conversation.

Does the software replace our budget or professional judgement?

ICFP.school supports the analysis behind your planning. You remain responsible for the quality of your assumptions, your curriculum choices and your financial decisions. Benchmarks and suggested opportunities need to be considered in your school’s context.

For more context, read the DfE guidance on ICFP, our explanation of the curriculum element of ICFP and our article on ICFP in academy trusts.

Handbook sources checked on 7 September 2026. ICFP.school is provided by TSO Education LTD and is independent of the Department for Education.