Academy Conversion

The decision to become an Academy can be a challenging and daunting one.  However, we can provide you with independent advice and guidance with the support of our professional associates to talk though the benefits and limitations of becoming an Academy.  We can help you understand the conversion process ensuring that you consider all the key aspects before converting.

Legal Support

Comprehensive and high quality legal support delivered by our expert partners who have significant experience of Academy conversions and who specialise in the range of legal disciplines involved in the conversion process.

Project Management Service

We have found that no two Academy conversions are identical, but we know that the process runs smoothly when the schools work closely with a dedicated project manager.  Our experience makes us well placed to advise, guide and reassure you every step of the way. Support includes the creation of an individual plan for your Academy conversion timeline, highlighting key dates, activities and deadlines, to help you along every step of the journey.


Conversion to Academy status requires staff to transfer to the Academy Trust under regulations referred to as ‘TUPE’.  These regulations place legal and statutory responsibilities on the Trust and the current employer.

Our HR conversion package includes:

  • All aspects of the TUPE process to ensure the smooth transfer of your staff
  • Support with the Due Diligence process
  • Transfer of personnel data for payroll providers

Finance and Business Management

Advice and guidance on all financial aspects of Academy conversion including:

  • Appointment of accountants and banking services
  • Procurement of a new Academy financial system
  • Provision of an Academy coding structure which meets EFA reporting requirements.
  • Working with you to produce a new Academy budget plan
  • Production of your first financial return (Budget Forecast)
  • Analysis of school contracts and preparing the Commercial Transfer Agreement

Data Management and SIMS Support Conversion Service

A complete information management solution, ensuring essential school data is available throughout the conversion process.

We will liaise with your Leadership team, Academy sponsors, administration staff, ICT support providers and software suppliers, to ensure the conversion process runs smoothly. We can also advise on the re-licensing of management information systems with your software supplier and the associate ongoing support services.

/ Director

Our Governor Support conversion package prepares your governance team for the challenges of becoming an Academy.

We provide advice and guidance around a suitable governance model for your Academy, and provide training for Governors to prepare them for the changes to their roles and responsibilities as Directors/Governors of an Academy.