Education Banking Support

Increasing cash deposit returns for Academies, Independent Schools and charities and supporting Independent Schools to get the right term lending and Asset Finance to support their growth. 30 Years in the Banking industry with over 15 years focused on the Education and Not for Profit Sector (with the last 10 years focused exclusively on the Academy and Independent School sectors) gives us a unique ability to support you to get the most from your banking relationship. We can: Increase the returns you achieve from your cash deposits and cash management Review your Cash Deposit and Investment policy Significantly reduce the need for Mandate variations across Multi Academy Trusts Reduce control and fraud risks in your banking function and set up Remove annual card fees for Multi Academy Trust charge cards / procurement cards whilst giving central oversight and control Help you reduce cash in your schools and streamline procurement Review your DPO function and supply Education specific DPO services Audit and advise on your HR & Risk Management approach Supply a professional Clerking service We usually work on a "Net Negative Cost" to you with our fee being a percentage of the first year uplift in your interest earnings and fee reductions. Interest guidance will be based on your own risk appetite in accordance with your Cash Deposit and Investment policy (we include the drafting of a policy if one is not in place or requires updating).