Independent professional reviews, support and advice for your Multi Academy Trust, Academy School or Independent School.
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Helping Banks and Financial Institutions understand and support their Education Clients more effectively.
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30 Years in the Banking industry with over 15 years focused on the Education and Not for Profit Sector (with the last 10 years focused exclusively on the Academy and Independent School sectors) gives us a unique ability to support you to get the most from your banking relationship.

We can:

  • Increase the returns you achieve from your cash deposits and cash management

  • Review your Cash Deposit and Investment policy

  • Review and support Banking Tenders

  • Significantly reduce the need for Mandate variations across Multi Academy Trusts

  • Reduce control and fraud risks in your banking function and set up

  • Remove annual card fees for Multi Academy Trust charge cards / procurement cards whilst giving central oversight and control

  • Help you reduce cash in your schools and streamline procurement

  • Review your DPO function

  • Audit and advise on your HR & Risk Management approach

  • Supply a professional Clerking service

We usually work on an annual retainer basis with a low monthly set fee giving you 12-months support for your banking and treasury management.

 

There is usually a 'net negative cost' to you as we have an excellent track record for increasing interest earned (despite the low interest rate environment we find ourselves in) 

 

Interest and Treasury management guidance will be based on your own risk appetite in accordance with your Cash Deposit and Investment policy (we include the drafting of a policy if one is not in place or requires updating).

Contact us for a free chat without obligation.

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07796 940193

© 2019 Progressive Edge Solutions Ltd

Company No. 12006673

VAT registration number 327 4092 08

Education Banking Consultancy is a trading name of Progressive Edge Solutions ltd