Record keeping and retention information for academies
Guidance for academies and academy trusts on record keeping and retention.
- From:
- Education and Skills Funding Agency and Department for Education
- Published
- 22 February 2022
- Last updated
- 28 January 2025 — See all updates
Applies to England
Documents
Details
Academies and academy trusts should follow good practisepractice in relation to record keeping and retention.
This guidance sets out:
- an introduction to record
keeping
thekeeping, minimumincluding thatwhat records should be kept
- by an academy or trust, how
fileslong to retain records and how records should be storeddisposed
thewhat transfershould ofhappen to records
the retentionwhen ofan recordsacademy or trust closes
- how to access pupil and staff records
shouldif bethey disposedare transferred to a local authority
ESFA
Updates enquiries
Contactto formthis https://form.education...page
Published 22 February 2022
Last updated 28 January 2025
-
Updated the link to the ESFA enquiries forform. Removed links to the EducationInformation and SkillsRecords FundingManagement AgencySociety's academies toolkit, as it is now behind a paywall.
-
First published.
Sign up for emails or print this page
Details
Academies and academy trusts should follow good practisepractice in relation to record keeping and retention.
This guidance sets out:
- an introduction to record
keeping
thekeeping, minimumincluding thatwhat records should be kept
- by an academy or trust, how
fileslong to retain records and how records should be storeddisposed
thewhat transfershould ofhappen to records
the retentionwhen ofan recordsacademy or trust closes
- how to access pupil and staff records
shouldif bethey disposedare transferred to a local authority
ESFA
Updates enquiries
Contactto formthis https://form.education...page
Published 22 February 2022
Last updated 28 January 2025
-
Updated the link to the ESFA enquiries forform. Removed links to the EducationInformation and SkillsRecords FundingManagement AgencySociety's academies toolkit, as it is now behind a paywall.
-
First published.
Details
Academies and academy trusts should follow good practisepractice in relation to record keeping and retention.
This guidance sets out:
- an introduction to record
keeping thekeeping,minimumincludingthatwhat records should be kept- by an academy or trust, how
fileslong to retain records and how records should bestoreddisposed thewhattransfershouldofhappen to recordstheretentionwhenofanrecordsacademy or trust closes- how to access pupil and staff records
shouldifbetheydisposedare transferred to a local authority
ESFA
Updates enquiries
Contactto formthis https://form.education...page
Published 22 February 2022
Last updated 28 January 2025
Contactto formthis https://form.education...page
Published 22 February 2022
Last updated 28 January 2025
-
Updated the link to the ESFA enquiries
forform. Removed links to theEducationInformation andSkillsRecordsFundingManagementAgencySociety's academies toolkit, as it is now behind a paywall. -
First published.
Sign up for emails or print this page