Administration 63: Schools Mutual Fund 2020/21
Posted on 18 March 2020 by Education Finance
Non-Maintained Schools – Please note
We will require all current Non-Devon Maintained (Academies/Free Schools) members to complete the online form linked below by the 27th March 2020
Please complete the Non-Devon Maintained Schools Online Staffing Form on the Mutual Fund website, using your January 2020 payroll data: Link to the Online Staffing Form
Note that where we don’t receive figures from a member school, they will cease to be a member from the 30th April 2020 as we are unable to calculate the premium for the year without this information.
New members wishing to join the Mutual Fund 2020/21
Please complete this form: Link to Join the Mutual Fund Form
New members will be subject to a 7% joining fee, in addition to the premium for the first year.
Existing member Amendments 2020/21
Any amendments to membership level can be sent to our team up until 27th March 2020.
Please complete this form for existing member amendments: Link to Amend existing Mutual Fund Subscription Form
Members wishing to leave the Mutual Fund 2020/21
If you would like to leave the Mutual Fund and do not want to renew for 2020/21, please complete the leaver form via the following link: Link to Leave the Mutual Fund Form
These adjustments must all be received by 27th March 2020 to be actioned for 2020/21
The Mutual Fund Calculator is now available for 2020/21: Link to the 2020/21 MF Calculator
Please see our Mutual Fund Webpage which provides additional guidance and an FAQs page, but should you have any further questions, please email the Mutual Fund Team.
Like this post: