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Administration 162: Mutual Fund Updates and Reminders


2024/25 Claim Deadlines

A quick reminder of the claim deadlines for 2024/25

February claims – To be received on or before Monday 10th March 2025

March Claims – To be received on or before Monday 24th March 2025

Mutual Fund Claims for 2024/25

Due to the high number of claims received within 2024/25, it is currently projected that the fund will be able to pay claims to a total of 88%. The second half of claims will be issued after the 24th March 2025, once all claims have been received and processed.

Mutual Fund 2025/26

The new options for the Schools Mutual Fund that were proposed to go live in 2025/26 will now be paused pending further review by the Mutual Fund Board, please see previous blog post for more information: Administration 161: Mutual Fund Rates for 2025-26 – Support for schools and settings

As in previous years, schools will be assumed to continue their memberships into 2025/26 with their current membership option. If schools wish to amend their membership to a different option, please use the following amendment form and submit changes by 31st March 2025: Amend your existing Mutual Fund Membership

If you have any queries, please contact us: financeschoolsmutualfund-mailbox@devon.gov.uk