May Returns

may returns

Not some political prophecy, but a look at this month’s academy returns.

ESFA Returns

Academies are reminded that their Budget Forecast Return – Outturn must be submitted by Friday 19th May. Peter Lauener (Chief Executive, Education and Skills Funding Agency) reminded Accounting Officers of the importance of meeting this deadline in an email last week. The online form and supporting guidance can be found by following ‘Academies budget forecast return: outturn 2016 to 2017′.

As we predicted in our last blog the deadline for the Academies Accounts Return for 2016-2017 has been brought forward to 19th January next year. Information on the AAR will be publicised by the ESFA in October 2017.

TPS Returns

Academies should by now have received information from the Teachers’ Pension Scheme about the end of year certificate (EOYC). The EOYC is available as an online template this year, this can be found within the Templates section of your Employer Dashboard.  The new template will allow you to complete a digital version of the EOYC form, print a copy of the form for your auditor and upload the saved form to Teachers’ Pensions. Please follow this link to the user guide for the new template.

The certificate must be completed by 31st May 2017, and an audited certificate is required by 29th September. TPS advise that if you have not received an email from them, that you should drop a line to tpaudit@teacherspensions.co.uk quoting your establishment number.

The second return required by Teachers’ Pension Scheme is the Annual Service Return (ASR), this provides TPS with data to allow for the production of Members’ Pension Savings Statements. All teachers employed within the Academy Trust must be included on the ASR regardless of whether or not they work full-time, part-time or have opted out of the Teachers’ Pension Scheme. TPS are in the process of uploading the SCHEDPRNT for completion of the ASR, which will be available via the Employer Portal. This return must be completed by 6th July 2017.

For full details on the ASR, please follow this link.


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