Mutual Fund 2025-26
The following tasks are due on or before 31st March 2025
All current Schools Mutual Fund members will be assumed to continue their existing memberships into 2025/26. For academy school members, please provide FTE data as requested below. Maintained school members are not required to complete this.
Request to join Schools Mutual Fund in 2025-26: Join Schools Mutual Fund
Request to amend existing Schools Mutual Fund membership: Amend Membership
Request to leave Schools Mutual Fund: Leave Schools Mutual Fund
The Schools Mutual Fund calculator for 2025-26 is available via the following link: Mutual Fund – Support for schools (devon.gov.uk)
ACTION (Non-Maintained schools only): We will require all current Devon Non-Maintained (Academies/Free Schools) members to complete the online staffing form with your January 2024 Payroll data to allow a charge to be processed for the 2025-26 membership year: Non-Maintained Staffing Figures Form
Form to be completed by 31st March 2025 to enable your membership to continue.
Should you have any further queries, please let us know via our team mailbox: financeschoolsmutualfund-mailbox@devon.gov.uk
Mutual Fund 2024-25
Schools will have now received payments relating to claims made during 2024-25, this includes both the initial 50% paid just after the claim is originally made, then the final portion of the claim at the end of the financial year.
Due to the significant number of claims received during 2024-25, it has been necessary to reduce the payment of the second half of the claim by 45%, providing a total claim amount paid to schools of approximately 82.5%.
If you have any queries for the Mutual Fund Team, please contact us via the mailbox: financeschoolsmutualfund-mailbox@devon.gov.uk