"Supporting Efficiency, Growth, Control and Risk Management in the Business of Education"
Significantly increase the returns you achieve from your cash deposits and cash management
Review your Cash Deposit and Investment policy
Significantly reduce the need for Mandate variations across Multi Academy Trusts
Increase control and reduce 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 and provide a professional DPO service and training
Audit and advise on your HR & Risk Management approach
Supply a professional Clerking service
We usually work on a "Net Negative Cost" to you with our fee being significantly lower than the forecast first year uplift in your interest earnings and fee reductions.
Interest 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.
Founder and Director
Ian has a 35 year banking career behind him with the last 15 years dedicated to the Education and Not for Profit sectors.
Ian has held voluntary posts as both a School Governor and a Trustee at an Education Governance charity.
He built the Education team and proposition for Schools at Lloyds Bank in 2010 and lead the team to grow market share from 12% of Academies in 2010 to over 70% by the end of 2018.
As such, Ian has a unique insight into Academies and Independent Schools. He brings this expertise to the Education Banking Consultancy to have a client centric focus to significantly improve financial efficiencies, returns and risk management in your organisation.
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.
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