Transforming Academy Banking
With over 30 years’ experience in the Banking Industry and 15 years focused entirely on the Education and Not for Profit Sector there is no other person with the knowledge and expertise to support you with the following:
A monthly retainer secures you unlimited telephone and video support covering:
Consultancy and support for your banking relationship (advice on banking structure, charges, mandate simplification, tender opportunities etc.)
Support to increase the returns you achieve from cash deposits and cash management
Review and drafting of your cash deposit and investment policy
Research and knowledge of bank deposit appetite and offerings
Broker services to explore and compare operating lease suppliers (you do not need to use your equipment supplier’s finance agreement – we can usually source the finance part of the agreement on better terms)
Review of your DPO function*
Review and advice on your HR legal support & H&S risk management approach *
Sourcing of a professional Clerking service*
*We can offer outstanding (all inclusive) HR Legal support for schools from our dedicated Schools HR Legal partners as well as outsourced H&S Risk Management, DPO service and Clerking. Please ask as to arrange a quotation at discounted rates)
Maximising your interest
We will increase the interest you receive from your bank.......... more
Minimise your Banking Mandate changes and reduce Baking Risk...... more
Fraud targeting Schools
Fraud losses in the Education Sector increased by 280% in 2018 compared to 2017 and the average underfunded loss increased by.......... more
Charge Cards or Procurement Cards
If you use Charge Cards or Procurement cards and are an Academy, you should not be paying an annual card fee......... more
GDPR and your DPO
A 2019 review of School DPO's showed that over half are not likely to be compliant. There is more than a 50% chance........... more
HR Legal Support
Many MATs and Maintained schools opt for a retainer model for HR support which......... more
In my 10 year history of working with MATs and SATs, I have yet to see a MAT that could not improve its financial efficiency and returns, manage its risks more effectively and increase its confidence to efficiently and empathetically review and restructure roles to drive greatest pupil advantage.
The reality is, in most MATs, there is not the time to see the wood for the trees.
This is where we come in.
We offer a completely free initial consultation by phone or video call to get an understanding of your banking operation and will quickly identify if an in-depth review can add value to your organisation. Contact us.
To explore how we can help you, Contact Us here or call on 07796 940193.
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