Financial Governance
Financial governance comprises the framework of oversight, controls and decision making that ensures public money is managed responsibly, transparently and in line with legal and regulatory requirements. It sets clear accountability to ensure resources are used effectively to support our educational objectives.
Funding Agreements
The Master Funding Agreement: this is the contract that forms the overarching legal and operational relationship between the Trust and the Secretary of State. It defines the Trust's legal obligations, governance and financial accountability.
The Supplemental Funding Agreements: these are the legal contracts between the Department for Education and the Trust which sets out the specific funding and operational terms for each individual academy school within the Trust. It includes details about the school's name, location, age range, admissions and pupil numbers.
AET MFA Deed of Variation, 2025
Annual Report and Financial Statements
The Annual Report and Financial Statement: this is a formal year-end accountability document that a Trust must produce each year, setting out how it has used public funds, how it has performed educationally and financially, and demonstrating that it has met its legal and regulatory duties.
AET Annual Report & Financial Statement, 2025
AMS Annual Report & Financial Statement, 2024
AMS Annual Report & Financial Statement, 2023
AMS Annual Report & Financial Statement, 2022
AMS Annual Report & Financial Statement, 2021
AMS Annual Report & Financial Statement, 2020
AMS Annual Report & Financial Statement, 2019
AMS Annual Report & Financial Statement, 2018
AMS Annual Report & Financial Statement, 2017
Finance Policy and Procedures
Finance Policy and Procedures: the Trust’s financial policies and procedures are published to set out how public funds are managed and to provide assurance of strong financial governance. Within this document is the financial scheme of delegation which sets out how financial decision making authority is delegated across the Trust, including who can approve spending and within what limits; this ensures clear accountability and strong financial control.
Finance Policy and Procedures, 2025-2026
Executive Pay
Executive Pay: the Trust publishes details of executive pay in £10,000 salary bands, in line with the Academies Financial Handbook, to ensure transparency and accountability in the use of public funds.
Company Details
Aequalis Education Trust is a charitable limited company registered in England and Wales.
Name: Aequalis Education Trust
Registered address: Alvechurch CofE Middle School, Birmingham Road, Alvechurch, Worcestershire B48 7TA
Contact number: 01527 871511
Registered company number: 10377400
Nature of Business:
- Pre-primary education
- Primary education
- General secondary education
- Educational support services
