Administration 46: Mutual Fund 2019/20

The Mutual Fund Calculator for 2019/20 is now available via our MF webpage. The Mutual Fund premiums will reduce 10% for Teachers, and by 2.2% for Support Staff.

Please note that all non-maintained schools (Academies/Free Schools) who wish to join or stay part of the Mutual Fund for 2019/20, are required to complete the online staffing form (as of the January 2019 payroll run); without this information the Mutual Fund Team will not be able to populate the Mutual Fund calculator for the coming year.

If you’re already subscribed to the Mutual Fund, but wish to amend your buy-in level, please use the Amend your existing mutual fund agreement form; otherwise we will assume you wish to remain at the same level.

As ever, if you were not a member of the Mutual Fund in 2018/19 but would like to Join the Mutual Fund for 2019/20, a 7% joining fee will also be incurred.

To opt out of the Mutual Fund for 2019/20, you will need to fill out the Leave the Mutual Fund Online Form.

Please respond with any actions required prior to 31st March 2019.

Our Mutual Fund Webpage will answer a lot of queries you may have, but should you have any further queries or questions, please email the Mutual Fund Team.

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