ISBA BURSARCAST

This week’s ISBA Bursarcast brings you a focused newsbeat on staff accommodation, charity accounting reform, safeguarding consultation changes, restrictive intervention duties and key compliance pressures—centred on what bursars and senior leaders need to know now.We cover the new staff accommodation advice ahead of the Renters’ Rights Act changes coming into force from 1 May, the operational implications of Charities SORP 2026, the latest proposed changes in the KCSIE 2026 consultation, and the new legal duties now in force on recording and reporting seclusion and restraint.This episode is designed for time-poor professionals who want clarity, context and practical next steps—without wading through long guidance notes and technical updates.What You’ll Learn What the new staff accommodation guidance means for schools with employees living on site, and why housing arrangements now need active review How Charities SORP 2026 could affect reserves, lease treatment, income recognition, disclosures and covenant discussions What the proposed KCSIE 2026 changes could mean for staff reading requirements, safeguarding policy, DSL cover, mental health, serious violence and AI-related risks Why do the new seclusion and restraint recording duties now need to be live in school systems and parent communication processes What the latest DfE reminder means for schools considering material change applications for September 2026 Why asbestos management, first aid supply checks and workplace stress prevention remain live operational issues What members can expect from Wednesday at the ISBA Annual Conference, including keynote sessions from Dame Maggie Aderin-Pocock and Susannah StreeterResources Mentioned ISBA Reference Library: Staff Accommodation Advice for Schools in England The new Charities SORP 2026 and ISBA webinar: The New Charities SORP Unpacked DfE consultation on Keeping Children Safe in Education 2026 DfE guidance on restrictive interventions, including use of reasonable force, in schools Department for Education guidance on independent schools applying to make a material change HSE and DfE asbestos management resources for schools ISBA Annual Conference 2026 programme and booking information(Full details and links are available via the ISBA Weekly Bulletin and member resources.)Subscribe & Follow ISBA BursarcastNew episodes every Friday at 4pm.Follow on Spotify, Apple Podcasts or Acast to stay informed on the latest in independent school operations.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s ISBA Bursarcast covers the operational issues UK independent schools need on their radar now, followed by a guest discussion on school marketing, admissions strategy and pupil recruitment.In this episodeInspection readiness: Mobile phone guidanceRestrictive interventions from 1 April 2026Key implications for policy, training and oversightCompanies House cyber risk: Why schools should check company recordsRisks for governors, trustees and senior leadersVAT update: Final Bursar’s Guide to VATPTA purchases and VAT recovery watchpointsFinance systems: Low satisfaction, weak reporting and integration issuesWhy this matters for workload, control and decision-makingDfE round-up: Data protection toolkit updatesKCSIE consultationData retention linked to the Grooming Gangs InquiryGuest discussionWe speak to James about School Scout and what it says about the future of independent school marketing.They explore:how families search for and compare schoolswhy location and travel time matterwhat schools can learn from pre-inquiry behaviourwhy insight and personalisation may matter more than bigger budgetshow AI could shape admissions and parent engagementWhy it mattersA practical episode for bursars, finance leads, operations teams and senior leaders focused on compliance, inspection, cyber awareness, systems, and smarter pupil recruitment.Resources mentionedISBA Reference LibraryIncludes the final Bursar’s Guide to VAT, the updated Holiday/Summer Lets Agreement, recorded webinars, and member guidance materials.ISBA Advice and Guidance teamFor school-specific follow-up questions on the issues covered in the bulletin.Companies House guidanceIncludes the update on the WebFiling security issue and the closure of the online accounts and Company Tax Return service from 31 March 2026.DfE guidance and consultationsIncluding the updated data protection in schools toolkit, the Keeping Children Safe in Education consultation, and consultation on support for pupils with medical conditions.The CircuitNational defibrillator database for checking whether a school’s defibrillator is visible to ambulance services and marked rescue ready.UKHSA and NHS meningitis informationFor schools and families following the Kent and Medway meningococcal disease outbreak updates.VWV article and guidance referencesIncluding the copyright infringement reminder and article on restrictive interventions.ISBA Annual Conference 202611–13 May 2026, ICC Wales.More from School Scout https://schoolscout.uk/[email protected] & FollowNew episodes every Friday at 4pm on Spotify, Apple Podcasts and AcastEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s ISBA Bursarcast looks at rising fee arrears in independent schools — and what bursars and finance teams can do to respond earlier, more consistently, and with greater confidence.We speak to Richard Monan from Redwood Collections about what schools are seeing on the ground, including debts that are becoming older, larger and harder to recover.In this episodeWhy fee arrears are becoming more difficult to manageHow post-VAT pressure is affecting parent debt and school decisionsWhy good arrears management starts with process and consistencyThe value of a structured 7 / 14 / 21-day follow-up cycleWhy schools should not wait too long before escalating or seeking specialist supportCommon dispute areas, including fees in lieu of notice and separated parentsThe risk of losing credibility by setting timelines and not following throughHow to balance fair treatment, compassion and consistencyWhy governors should keep sight of cost versus recoveryRedwood’s wider support, including credit management, Parent Check Plus, and options for historic debt portfoliosAlso in this week’s sector updatesISBA’s Spring Term Sector Update recording is now availableKey changes on restrictive interventions, mobile phone policy, employment law and TPS budgetingA preview of ISBA Annual Conference 2026Updated Scottish employment contract templatesA useful read on the updated Charity Governance CodeCurrent bursar vacancies at Stover School and St Cedd’s SchoolAdvice on verifying referencesAn inspection reminder on supply staff and the SCRThe latest update on the meningitis outbreak in KentA call for feedback on the template safeguarding policyThe extended Stickman Pupil Recruitment Risk CheckA free ACAS neurodiversity webinarUpdates to Working Together to Safeguard ChildrenThe next NABs programme and upcoming ISBA webinarsResources mentioned (Members only)ISBA Weekly Bulletin 10ISBA Reference LibraryISBA Spring Term Sector UpdateISBA Annual Conference 2026 — 11–13 May, ICC WalesISBA Safer Recruitment PackMore from Redwood Collections: https://www.redwoodcollections.com/Subscribe & FollowNew episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s ISBA Bursarcast asks a practical question for bursars and estates leaders: if schools are building again, what are they building for — and what actually counts as value now?Karl Stokes from TG Escapes joins us to talk about renewed enquiry levels, the rise of early years, sports and wellbeing spaces, and why schools are taking a more considered approach to sustainability, design and whole-life cost.Alongside the feature, we deliver a short newsbeat from the latest ISBA bulletin, including: bookings for ISBA Annual Conference 2026 at ICC Wales from 11–13 May, updated DfE generative AI product safety standards, current bursar recruitment opportunities, a VAT reminder on school photographer commission, this week’s inspection tip on provision of information, the upcoming data protection webinar on 20 March, fresh sector commentary on SEND reform, new medical conditions and allergy guidance expected from September 2026, the extended Pupil Recruitment Risk Check offer, updated Prevent principles, and a reminder on HMRC’s “don’t get caught out” campaign on staff expense claims.What You’ll LearnWhy independent school building enquiries appear to have picked up againWhich facilities are schools prioritising most right nowWhy wellbeing and pastoral spaces are becoming a more prominent part of the estates conversationWhat panelised construction is — and how it differs from “modular boxes”How to think about school building value beyond the initial capital spendWhy are sustainability expectations rising in school estate projectsWhy planning and consultation may require longer lead times than expectedThis week’s key operational headlines from the ISBA bulletinResources MentionedISBA Annual Conference 2026, 11–13 May 2026, ICC WalesISBA webinars on SEND, data protection, Charities SORP, CDC pensions, and KCSIEISBA Reference Library and multimedia recordingsDfE Generative AI Product Safety StandardsHMRC guidance on VAT and school photographer commissionHome Office key principles of PreventDraft guidance on supporting children and young people with medical conditions and allergyTG Escapes Subscribe & FollowNew episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s ISBA Bursarcast looks at how independent schools are rethinking uniform and sportswear — with Tim James from Schoolblazer — as budgets tighten and parents become more value-conscious.Tim describes a challenging year, driven by VAT changes and a sharper focus on pricing. His headline: parents will still pay for quality, but they increasingly resent paying for items that are rarely worn.In response, schools are moving towards multi-use garments — such as reversible rugby tops and puffer jackets — and taking a harder look at how lists are specified and communicated.We also explore how uniform design is evolving, including a trend toward aligning boys’ and girls’ uniforms in appearance and cost (while still designing appropriately for each), and the growing influence of high-street fashion, including quarter-zip styles.Sportswear — around half of School Blazers’ business — is positioned as a key lever for participation and wellbeing, especially amid concerns about sedentary, body-conscious pupils. Tim highlights kit developments, including new leggings, a new sports bra, and more choices in girls’ kit.Operationally, Tim shares what “good” looks like from a supplier perspective: tight KPIs on stock, delivery and returns, plus a practical bursar reminder — review termination clauses early, not when you’re already under pressure. We also touch on international growth and what to expect at the ISBA Conference (11–13 May, ICC Wales).Alongside the feature, we deliver a short newsbeat from Weekly Bulletin 8 (05 Mar 2026), including: ISBA’s new Chief Executive (from 01 May 2026), new guidance on safe and responsible streaming, VAT risks around bursary grant arrangements, the 31 Mar 2026 action deadline to begin business rates appeals for potential backdated savings, advice to refund (not transfer) unused Fees in Advance, a reminder on prohibition from teaching checks, and cautious budgeting guidance on TPS.What You’ll LearnHow to pressure-test uniform lists for value without undermining qualityWhy multi-use items are rising — and how they can reduce friction with parentsWhat’s changing in boys’/girls’ uniform alignment and sports kit choiceSupplier KPIs bursars should ask for: stock, delivery performance, returnsContract basics: why termination clauses need an early reviewThis week’s key operational actions from ISBA’s bulletinResources MentionedISBA Weekly Bulletin 8 (05 Mar 2026)ISBA Reference Library: Safe, Responsible Streaming guidance; VAT bursary grants note; TPS briefing; trackers (member-only)ISBA Annual Conference: 11–13 May 2026, ICC WalesGOV.UK: Check a teacher’s record (prohibition from teaching)DfE consultation: supporting pupils with medical conditions at schoolSchoolBlazer website https://www.schoolblazer.com/Subscribe & Follow: New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s ISBA Bursarcast looks at the changing shape of school transport in the independent sector — with Dominic Kalantary from Vectare — ahead of the ISBA Conference (11–13 May at ICC Wales), where Vectare is one of the headline sponsors.We explore key market trends, including widening catchments, express and park-and-ride style routes designed to compete with car travel, and a notable shift from externally operated services to in-house fleets for cost, control and branding benefits — including an example of a school moving quickly to internal vehicles.Alongside the feature, we also deliver a short newsbeat covering the week’s key operational headlines, including SEND reform consultation, VAT guidance consolidation, regional meetings, mobile phone policy expectations, inspection readiness for RAAC/cladding, and the KCSIE consultation.This episode is designed for time-poor professionals who want clarity, context and practical next steps — especially those responsible for budgeting, compliance, estates operations and stakeholder communications.What You’ll LearnWhy transport spend is back under the microscope — and what the “tale of two halves” means for planning and procurementThe trend towards wider catchments and express / park-and-ride routes — and how this changes cost and service designThe pros and trade-offs of moving from outsourced provision to an in-house fleet — including control, consistency and brand visibilityWhy mid-day trips can quietly inflate costs — and how routinely quoting each trip can drive savingsWhat “active compliance management” looks like for fleets — and why updates such as DVSA roadworthiness guidance matterHow transport tech is evolving: responsible AI for insight, operational integrations (including OpenApply) and WhatsApp notificationsA quick scan of this week’s headlines: SEND reform (England), VAT guidance, regional meetings, mobile phones, parent contracts, RAAC/cladding inspection readiness, and KCSIE consultationResources MentionedISBA Weekly Bulletin 7 (26 Feb 2026) — key operational headlinesISBA Reference Library — consolidated VAT guidance (Bursar’s Guide to VAT + appendices), Parent Contract FAQs, asbestos/estates resources, previous bulletins and webinar recordings (member-only)DfE consultation: SEND reform proposals (England) (as referenced in the bulletin)DfE guidance: Mobile phones in schools (non-statutory)KCSIE consultation: Keeping Children Safe in Education — 2026 proposed revisions (England) (as referenced in the bulletin)DVSA roadworthiness guidance updates (as referenced in discussion)ISBA Conference: 11–13 May 2026, ICC WalesVectare Website Subscribe & FollowISBA BursarcastNew episodes every Friday at 4pm.Follow on Spotify, Apple Podcasts or Acast to stay informed on the latest in independent school operationsEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s ISBA Bursarcast is led by a practical deep-dive on what a high-quality, safe and effective nursing service looks like in independent schools — with Jane Graham, an experienced paediatric nurse and independent school medical lead.Jane explains why registered nurses are not simply “highly qualified first aiders”, and what robust school nursing governance looks like day-to-day: medicines management, confidentiality, safeguarding, record-keeping, clinical space, and the line management and clinical supervision needed to keep pupils safe — especially where nurses are lone-working.Alongside the feature, we also deliver a short newsbeat covering the week’s key operational headlines, including KCSIE consultation, measles/infectious disease resources, mobile phone policy and inspection readiness, and Charities SORP changes.This episode is designed for time-poor professionals who want clarity, context and practical next steps — especially those responsible for risk, compliance and pupil wellbeing provision.What You’ll LearnWhy a registered nurse’s role in school goes well beyond first aid — and what NMC registration means in practiceThe non-negotiables for safe medicines management: administration, storage, documentation, training and oversightHow to scope your nursing provision around your school’s needs — boarding/day, SEN, mental health, allergies, sport, controlled medsWhat “good governance” looks like on the ground: confidential records, appropriate clinical space, safeguarding integration, and clinical supervisionCommon pitfalls schools make — including mis-scoping the role, under-resourcing, and placing newly qualified nurses into unsupported lone-working postsA quick scan of this week’s headlines: KCSIE 2026 consultation, measles readiness, mobile phones and inspection focus from 01 Apr 2026, and Charities SORP 2026 basicsResources MentionedISBA Weekly Bulletin (19 Feb 2026) — key operational headlinesISBA Reference Library — infectious disease resourcesKCSIE 2026 draft consultation (England)DfE guidance: Mobile phones in schoolsUKHSA measles guidance and reporting routesCharities SORP 2026 overview and implementation considerationsSAPHNA Independent School Nursing Governance Guidance (endorsed by the RCN) (as signposted in the episode)Subscribe & FollowISBA BursarcastNew episodes every Friday at 4pm.Follow on Spotify, Apple Podcasts or Acast to stay informed on the latest in independent school operations.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s ISBA Bursarcast brings you a focused newsbeat on employment law timelines, payroll changes, smartphone policy research, inspection readiness and key sector deadlines—centred on what bursars and senior leaders need to know now.We cover the delay to ‘fire and rehire’ reform under the Employment Rights Act 2025, the postponement of mandatory payrolling of benefits in kind, new research into the operational cost of smartphone policies, and the launch of ISBA’s new Bursar’s Guide to ISI Inspections.This episode is designed for time-poor professionals who want clarity, context and practical next steps—without wading through technical notes and legislative updates.What You’ll LearnWhat the delayed implementation of the Employment Rights Act 2025 means for contract variations and restructuring timelinesHow the postponement of mandatory payrolling for benefits in kind from HM Revenue & Customs affects payroll planningWhat new research from the University of Birmingham suggests about the time and cost of restrictive vs permissive smartphone policiesHow to use ISBA’s new Bursar’s Guide to ISI Inspections as a practical compliance toolWhat the forthcoming statutory allergy guidance means for senior leadership accountabilityWhy now is the moment to review nursery sustainability in light of funded-hours pressuresKey February deadlines and professional development opportunitiesResources MentionedEmployment Rights Act 2025 — revised implementation timelineHMRC technical note on mandatory payrolling of benefits in kindUniversity of Birmingham study on smartphone policy economics (BMJ Mental Health)ISBA Reference Library: The Bursar’s Guide to ISI Inspections(Full details and links are available via the ISBA Weekly Bulletin and member resources.)Subscribe & FollowISBA BursarcastNew episodes every Friday at 4pm.Follow on Spotify, Apple Podcasts or Acast to stay informed on the latest in independent school operations.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s ISBA Bursarcast brings you a rapid newsbeat on the latest operational and regulatory developments affecting independent schools—focused on what bursars and senior leaders need to know now.We cover tightened expectations on mobile phone policies, forthcoming statutory allergy guidance, continued cyber-fraud risks, budget planning pressures for catering, and key ISBA deadlines and events, including the Annual Conference.This episode is designed for time-poor professionals who want clarity, context and practical next steps—without wading through long documents.What You’ll LearnWhat the updated Department for Education guidance on mobile phones means in practice from April 2026How Ofsted will factor phone policies into behaviour judgementsWhat’s coming in new statutory allergy guidance—and how schools should prepare nowThe scale of fee-payment scams highlighted by IRIS Education researchWhy catering budgets for 2026–27 need to plan for sustained inflation, based on Independent Schools Catering Consultancy benchmarksWhy participation in ISBA’s Data Navigator benchmarking with Barnett Waddingham mattersKey February and spring-term dates bursars shouldn’t missResources mentionedDfE: Mobile phones in schools — updated guidanceISBA allergy policy template and webinar (4 March)IRIS Education: Protect your school – a practical approach to cybersecurityISCC catering budget benchmarks for 2026–27ISBA Data Navigator (data entry deadline: 12 February 2026)ISBA Annual Conference 2026 — bookings open with early-bird ratesRegional Group meetings and Newly Appointed Bursars programme(Full links available via the ISBA Weekly Bulletin and member resources.)Subscribe & Follow ISBA Bursarcast New episodes every Friday at 4pm. Follow on Spotify, Apple Podcasts or Acast to stay informed on the latest in independent school operations.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this second part of our deep-dive with Jo Hall and Hayden Hibbert from allmanhall, we unpack how a detailed partnership with Royal Russell School led to measurable cost savings and operational improvements in their in-house catering.This episode goes beyond theory—focusing on what bursars, finance leads, and catering managers can actually do to manage budgets, improve quality, and build long-term value through catering provision.Plus, we round off the episode with this week’s ISBA news and insights. What You’ll LearnHow to benchmark supplier pricing effectivelyThe impact of inventory management tech like Saffron ControlPractical examples of sustainability in school cateringThe strategic role of menu design and community feedbackWhat key questions bursars should ask about catering performance and contractsResources mentioned:Foodsight magazine: https://issuu.com/allmanhall/docs/foodsight_-_independent_education_january_2026Hero Recipes: https://issuu.com/allmanhall/stacks/1739dd65f7af4aab8ec6e802ae9b3484Independent Education brochure: https://issuu.com/allmanhall/docs/digital_independent_education_4pp_2025-26Royal Russell case study: https://youtu.be/ou8Cb6L6u5s?si=PxHPE8w6SDq4GDEhallmanhall website: https://allmanhall.co.uk/ Subscribe & FollowNew episodes every Friday at 4pm. Follow to stay informed on the latest in independent school operations.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

“It’s less likely that this year will be a return to normal and more a year for managing persistent and underlying inflation using insights and an understanding of the food and commodity markets to plan both budgets and menus.” In part one of this two-part conversation, Jo Hall and Hayden Hibbert from allmanhall join us to explore food procurement trends and inflation pressures facing independent schools in 2026.We cover:Inflation outlook for food through to 2027Core drivers of costStrategies for better menu planning and budgetingThe role of plant-based and seasonal ingredientsHow catering quality links to student experience and retentionPlus:Your monthly regulatory newsbeat—from the Employment Rights Act to restrictive interventions reporting, and key dates for spring term events.Resources mentioned:Foodsight magazine: https://issuu.com/allmanhall/docs/foodsight_-_independent_education_january_2026Hero Recipes: https://issuu.com/allmanhall/stacks/1739dd65f7af4aab8ec6e802ae9b3484Independent Education brochure: https://issuu.com/allmanhall/docs/digital_independent_education_4pp_2025-26Royal Russell case study: https://youtu.be/ou8Cb6L6u5s?si=PxHPE8w6SDq4GDEhallmanhall website: https://allmanhall.co.uk/ Part 2 continues next week with more on supply chain dynamics, benchmarking catering performance, and practical tips for procurement.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

What happens when pupils are given a voice in the dining hall — and their feedback drives real change? In this episode, we speak with Patrick McDermott from DigiTally, Michelle Howard, Sustainability and Energy Officer at Woodhouse Grove School, and Kevin Grant, the school’s Head Chef.Together, they explore how Woodhouse Grove took part in DigiTally’s Food Waste Challenge, using real-time pupil feedback to track what was left uneaten, identify what worked (and what didn’t), and make targeted changes to reduce waste and improve satisfaction.This short, practical conversation covers:How feedback tools helped the school understand and cut food wasteThe role of student voice in shaping more effective menusOperational changes made by the catering team based on the dataFinancial and sustainability benefits already being realisedThe wider educational impact on pupils’ awareness of food and wasteWhether or not your school uses digital tracking, this episode offers a clear case study in how data and dialogue can help align catering, sustainability, and budget priorities — without adding complexity. Resources MentionedDigitally Website ISBA Reference Library (Members only)Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, we are joined by two guests: Sue Roxby, ISBA Head of Advice & Guidance, to provide an overview of the sector and how the ISBA will support its members. Then, Angus Jones, CEO of Clarity, shares practical steps any independent school can take to start or strengthen a charitable giving programme. From setting up Gift Aid correctly to introducing legacy giving, we cover the must-haves, common pitfalls, and strategies that boost both income and impact.Topics CoveredWhy fundraising matters for financial resilience—even in smaller schoolsGift Aid explained: what’s required, how to claim, and how to communicate itGovernance essentials for bursars: policies, records, and ethical guardrailsHow to talk to parents about tax-efficient giving, without pressureLegacy giving and share donations: realistic strategies for schoolsWhat to do first, and what to avoidResources MentionedISBA Reference Library: Fundraising and Development sectionHMRC Guidance on Gift AidCharity Commission Fundraising Guidance“Remember A Charity” legacy campaign – rememberacharity.org.ukFor more from Angus and Claritywww.clarityglobal.com/independent-schools-investment-managementEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this final briefing of 2025, we cover urgent and practical updates for independent school business leaders—starting with a fraud alert on a payroll scam targeting school offices. We also unpack new legal requirements for Companies House ID verification, share how you can benefit from ISBA’s enhanced benchmarking tool, and outline how to correct VAT return errors. Plus, inspection trends, conference highlights, and key training dates for the new year.What’s Inside:🛡 Fraud Alert – Payroll scam attempt flagged by a member school🧾 Companies House – New identity verification rules for directors📊 Data Navigator Relaunch – Benchmarking made better (and free for early birds)💷 Correcting VAT Errors – Don’t panic; here’s how to fix them🏫 ISI Inspections – Trends in non-compliance and how to prepare📅 Key Dates – Webinars in January and Finance Conference 2026🎄 Festive Sign-Off – A thank you from ISBA and a look ahead to 2026Useful Links:Verify your identity with Companies House – GOV.UKCorrecting VAT errors – GOV.UKFinance Conference 2026 – Book your placeKey Deadlines:🐦 Early Bird: Submit Data Navigator responses by 16 January 2026📊 Final deadline for Data Navigator: 12 February 2026Contact ISBA Advice & Guidance:📧 [email protected] for Weekly Briefings:Stay updated with ISBA sector insights every Friday at 4pm. Available wherever you get your podcasts.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, we cover critical end-of-term updates from ISBA Bulletin No. 27 — including new retention advice for recruitment records, UCAS contextual data for FSM-eligible pupils, and a renewed push to get schools participating in the Data Navigator benchmarking tool.We also unpack the latest guidance on VAT and early years funding, highlight the final call for the 2026 Tech Survey, and offer procurement insights for schools renewing energy contracts in 2026.This episode gives bursars, finance leads, and senior operational staff a clear, concise overview of what’s changing — and what steps to take before term ends.What You’ll LearnWhy schools should now retain unsuccessful applicant records for 12 monthsHow the FSM Contextual Data Service ensures disadvantaged pupils are recognised by UCASWhat the Data Navigator offers bursars — and why early submission unlocks premium featuresThe current energy price forecast — and how to time April/October 2026 renewalsWhy reception fees are subject to VAT but EY funding is exemptWhat ISI inspectors are asking about guardianship and homestay arrangementsKey Action PointsUpdate recruitment retention policies in line with the ACAS extensionEvaluate if any pupils qualify for FSM contextual UCAS support and register with BAA earlyBlock time for your team to upload data to the ISBA Data Navigator before 16 JanuaryShare the Technology Survey with relevant school staff before the Christmas breakRun a price discovery exercise if your school renews energy contracts in 2026Review your VAT invoicing practices for local authority EY fundingPrepare to evidence host family and guardianship vetting during inspectionsLinks & ResourcesISBA Reference Library – Recruitment & Data Retention (Login Required)FSM Contextual Data Service – Bursary Assessment AssociatesISBA Data Navigator Tool – Barnett WaddinghamMindful Energy – Energy Market UpdateISBA Reference Library – VAT & EY Funding (Login Required)HSE – Managing Drug and Alcohol MisuseCharity Commission – Hostile Environment GuidanceIndependent schools are entering a high-stakes period for compliance, planning and benchmarking. This episode helps you close the term well and start 2026 prepared.For personalised guidance, contact the ISBA Advice and Guidance team at [email protected]: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

Julie Robinson, CEO of the ISC joins us this week to unpack the latest pressures on the independent sector—from pupil number drops and VAT concerns to Autumn Budget implications and staffing risks.We touch on headline data, including a 3.6% fall in pupil numbers, and explore wider financial signals like rising staff costs and a new cap on pension-related NI relief.Also covered: changes to unfair dismissal law, SEND funding reform, and how schools are using partnerships to stay resilient in challenging conditions. Key Points3.6% pupil drop in 2024–25VAT impact on fees and demandBudget 2025: rising NLW, NI relief capUnfair dismissal: 6-month protection from 2026SEND reform on the horizonSector positivity via Partnerships WeekLinks mentionedISBA WebsiteISC WebsitePartnerships BookletEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, we unpack the latest inspection data from the Independent Schools Inspectorate (ISI), break down changes to the HR1 Form from 1 December 2025, and flag urgent implications of the forthcoming Employment Rights Bill.With compliance rates falling and new legal restrictions coming into force from 2026, schools need to act now to maintain flexibility and meet statutory requirements.This episode gives bursars, HR leads, and senior staff a concise, practical update on what’s changing—and how to respond. What You’ll LearnWhy ISI compliance rates have dropped—and the two areas most schools are struggling withPractical steps to improve inspection readiness, based on real inspection findingsWhat’s changing with the HR1 Form from 1 December 2025—and how to prepareHow the Employment Rights Bill will restrict “fire and rehire” and casual staffing arrangementsWhy spring 2026 is a critical window for contractual changes before new rules apply Key Action PointsReview leadership oversight of safeguarding and attendance complianceUpdate safer recruitment checks and maintain a robust Single Central Record (SCR)Familiarise HR teams with the new HR1 Form process and prepare the required data in advancePlan staffing reviews now—consult early to retain flexibility ahead of October 2026Use the ISBA Advice & Guidance team to sense-check inspection readiness and staffing plans Links & ResourcesISBA Reference Library – Inspections and Compliance (Login Required)Gov.uk – HR1: Advance Notification of RedundanciesDfE – Working Together to Improve School Attendance (2024)HCR Law – Employment Law for SchoolsIndependent schools face tightening regulations and reduced employment flexibility. This episode outlines what’s coming—and what to do next.For full guidance, log in to the ISBA Reference Library or contact the Advice and Guidance team at [email protected]: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

Independent schools need data they can trust—and use. In this episode, ISBA’s Sue Roxby (re)introduces Data Navigator, a purpose-built benchmarking tool designed specifically for bursars and finance teams across the sector.With sector-specific metrics, clean visuals, and peer-group comparisons, Data Navigator helps schools move from instinct to evidence—supporting better planning, clearer reporting, and more strategic conversations with heads and governors.Allan Englelhardt from Barnett Waddingham explains how the tool works in practice, while Sue highlights why this year’s data window (open now until mid-February 2026) is critical to unlocking the tool’s full value for every member school.Whether you’ve taken part before or are new to benchmarking, this is the year to engage.What You’ll LearnWhy ISBA built Data Navigator and how it responds to member needsWhat makes the tool different from generic benchmarking platformsHow schools can use it to assess staffing, pupil ratios, and operational spendingWhy structured participation now will deliver sector-wide insights by March 2026How data collected today can shape future guidance, training, and sector standards Key Action PointsRegister interest: Schools will receive the data form via ISBA communicationsSubmit data: All entries must be completed by mid-February 2026Access insight: Sector-wide dashboards go live in March 2026, enabling integration into 2026/27 planning Links & ResourcesISBA Reference Library – Benchmarking Tool Information (Login Required)ISBA Advice & Guidance – Need help? [email protected] shape the most accurate, sector-wide financial benchmarking resource available. Submit your school’s data by mid-February and gain valuable insight in March 2026.ISBA members: this tool was built for you. Let’s make it work for all of us.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

We begin with a concise round-up of the latest ISBA news and bulletin headlines — including sector updates, new resources, and key policy developments for independent schools.Then we turn to the main feature, where we’re joined once again by Katie Saunders from Furlong to explore how schools can take a strategic, system-wide approach to financial efficiency.Katie explains how true efficiency goes beyond cost-cutting to include streamlined workflows, automation, and better user experience for teachers, admin teams and support staff. She shares common pain points in financial systems, the role of regular audits and feedback, and the importance of designing processes that scale — not just patchwork fixes for the current budget cycle.This is a must-listen for any school looking to reduce friction, unlock capacity, and future-proof their financial operations.Highlights include:Updates from the latest ISBA news and bulletin headlinesWhy financial efficiency is about systems and people — not just savingsHow to identify bottlenecks and involve staff in process redesignThe role of third-party audits and user feedback in driving improvementsStrategic actions schools can take now to embed long-term efficiencyGuest InformationKatie Saunders, TASS Finance Consultant, Furlong Business SolutionsKatie supports schools in transforming their financial processes through smart system design, user-first approaches, and strategic automation. She brings insight from working closely with independent schools across the UK on workflow and efficiency projects that make a measurable difference.Resources & Links MentionedISBA Bulletin and News Headlines: available via www.theisba.org.ukMore on Furlong: https://furlongschoolbase.co.uk/Independent schools strategic finance guidance: see ISBA Reference LibraryCase examples and workflow audit tools: contact Furlong directlyStay Connected & Next StepsIf you found this episode useful, please follow or subscribe on your preferred podcast platform.Have questions or ideas for future episodes? Email the team at [email protected] don’t forget — ISBA members can access additional resources on financial efficiency and systems reviews in the ISBA Reference Library after listening.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, we are joined by Lucy Wyatt, Director of ISBA’s Recruitment Services, to discuss the growing challenges schools face in recruitment and retention. With rising costs, shifting regulations, and an increasingly competitive job market, Lucy explores how ISBA supports schools in building strong, adaptable teams that can meet the demands of a changing sector.Lucy shares insights into emerging trends such as the centralisation of business functions and the need for agile, change-ready personnel. She also outlines ISBA’s comprehensive recruitment and mentoring services — designed to help schools find, develop, and retain the right people for long-term success.In This EpisodeThe current recruitment and retention challenges facing independent schools.How ISBA’s personnel services support schools with permanent, interim, and mentoring solutions.The growing importance of agility, adaptability, and change management in school staffing.Aligning recruitment with a school’s ethos, strategy, and future direction.Insights into the diverse professional backgrounds entering the independent sector.How mentoring and advisory support can strengthen leadership pipelines.The latest HR and sector updates impacting recruitment and compliance.The latest headlines for the sectorKey dates and CPD opportunitiesKey TakeawayEffective recruitment goes beyond filling roles — it’s about finding people who align with a school’s culture, values, and strategic goals. With the right guidance, planning, and mentoring, schools can build resilient teams ready to meet the challenges of tomorrow.Resources[ISBA Personnel Services – link]Lucy's Wyatt contact details: 07817 [email protected]://www.theisba.org.uk/Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, Lou Bennett ( CEO of IDPE) joins us to discuss why senior leadership engagement is the cornerstone of successful fundraising in schools. As financial pressures grow, Lou introduces the Fundraising Futures Report — a practical framework to help schools diversify income, build community relationships, and embed fundraising into long-term strategy.In This EpisodeWhy schools must diversify income and invest in fundraising.The Fundraising Futures Report and its six key success factors.The vital role of heads and governors in driving a culture of philanthropy.Building lasting relationships with parents, alumni, and the wider community.How to set meaningful KPIs and measure engagement beyond financial targets.Key TakeawayFundraising thrives when leaders lead. With a clear strategy, community engagement, and active involvement from heads and governors, schools can build sustainable fundraising programmes that align with their broader vision.Resources[Fundraising Futures Report – link][ISBA Development Resources – link]Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this edition of The Bursarcast Podcast, we begin with a concise round-up of the latest ISBA news and bulletin headlines — including sector updates, new resources, and key policy developments for independent schools.Then we turn to the main feature, where we’re joined by Paul Gregory, Group Commercial Director at HSEnergy Group, to explore how schools can take practical steps toward energy independence.Paul explains how HSEnergy is helping schools address rising energy costs and sustainability targets through solar generation, AI-powered battery storage, and fully funded energy solutions that require no upfront investment. He shares real examples from education projects across the UK, showing how intelligent energy management can reduce reliance on the grid, lower costs, and strengthen resilience — while allowing schools to lead the way in sustainable innovation.Highlights include:Updates from the latest ISBA news and bulletin headlinesHow AI-powered battery systems help schools optimise solar energy useUnderstanding fully funded energy models and how they deliver savingsCase studies from schools already benefitting from these innovationsPractical steps towards achieving energy independence and carbon reductionGuest InformationPaul Gregory, Group Commercial Director, HSEnergy GroupPaul specialises in energy strategy and sustainable infrastructure, working with schools and public sector organisations to deliver efficient, cost-effective solutions that combine renewable generation, storage, and intelligent optimisation.Resources & Links MentionedISBA Bulletin and News Headlines: available via www.theisba.org.ukSee more from HSEnergy at www.hsenergy.co.ukContact: [email protected] for details on school energy projectsISBA Sustainability Resources and Guidance Notes (Reference Library)Stay Connected & Next StepsIf you found this episode useful, please follow or subscribe on your preferred podcast platform.Have questions or ideas for future episodes? Email the team at [email protected] don’t forget — ISBA members can access additional sustainability resources and guidance in the ISBA Reference Library after listening.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this edition of Bursarcast, we bring you a crisp, up‑to‑date news roundup followed by a deep dive with Kieran Smith and Josie Morgan Jones from Crowe, discussing VAT issues for independent schools.Highlights include:The 2025 refresh of ISBA’s parent contract templates, and the new offer letter and bursary conditions documentsISBA’s confidential mentoring service: what it is and how it worksA refreshed policy on Martyn’s Law, and how it’s shaping requirements for education settingsClarification on the DfE / ISI inspectorate transfer process for schools that join a recognised associationThen we hand over to Sue Roxby to host Kieran and Josie from Crowe for the VAT segment, where we’ll explore key issues, upcoming risks, and practical steps for schools.Guest InformationKieran Smith & Josie Morgan Jones, CroweExperts in tax, accounting and charitable status in education, Kieran and Josie join us to unpack VAT challenges facing independent schools, especially where bursaries, grants, and income streams intersect.Resources & Links MentionedISBA Reference Library: 2025 Parent Contract templates & comparison toolRecording of the ISBA webinar on the parent contract updatesGOV.UK: policy paper on Martyn’s Law (10 October update)DfE / ISI inspectorate transfer guidanceContact for ISBA mentoring service: Lucy Wyatt ➜ [email protected] and Kieran: [email protected], [email protected] Connected & Next StepsIf you found this episode useful, please follow/subscribe on your preferred podcast platform.Have questions, or want us to cover a topic in a future episode? Email us at [email protected] if you’re an ISBA member, don’t forget to check your Reference Library after listening — those updated templates and supplementary materials will be there for you.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this week’s episode, we’re tackling two key areas that are front of mind for many school leaders right now: crisis leadership and inspection readiness.[News Round-Up | 00:00 – 04:00] We start with the latest sector updates, including insights from the newly released ISI Annual Review of Inspections 2024–25. With a notable dip in compliance rates — down to 82.1% for routine inspections — we highlight where schools are falling short and what lessons can be drawn, particularly in areas such as safeguarding, attendance, and safer recruitment checks.We also look at the recent update to ISBA’s Attendance Policy Template, following reports from members that inspectors are expecting to see statutory attendance codes included in documentation. While not a formal regulatory requirement, we explore why it may now be considered best practice and what has changed in the updated template.[Guest Interview | 4.00 – End] Our guest this week is Richard Gordon, Director of the Bournemouth University Disaster Management Centre. Richard brings decades of expertise in crisis management and has worked closely with ISBA on enhancing leadership readiness in the independent sector.In this conversation, we explore:Why school leadership teams must move beyond reactive crisis managementThe value of scenario-based exercises, even when time is tightKey crisis scenarios schools should prepare for — from safeguarding issues to reputational risksHow better planning could also support schools' relationships with insurersAnd what the next evolution of crisis capability might look like for independent schoolsIf you’re thinking about resilience planning, preparing for the unexpected, or improving decision-making under pressure, this one’s not to be missed.📌 Resources and links mentioned:ISI Annual Review of Inspections 2024–25ISBA Webinar: Preparing for Inspection – The New NormalISBA Reference Library – Updated Attendance Policy Template💡 For further guidance on inspections, compliance, or crisis planning, ISBA members can contact the Advice and Guidance team or browse additional materials in the Reference Library.📣 Not yet a member? Learn more about how ISBA supports independent schools at theisba.org.ukEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week, we’re focusing on a topic that affects every operational role across independent schools: how ISBA can best support its members – now and in the future.Joining us is:Sue Roxby, Head of Advice and Guidance at ISBA.Together, we unpack the purpose, scope, and importance of the 2025 ISBA Member Survey, which is now open to all registered school contacts.Topics include:Why ISBA is running its most comprehensive survey to dateWhat’s new in this year’s questions – and what we’re hoping to learnHow long the survey takes and why your individual response mattersWhat happens with your feedback – and how ISBA plans to act on itWhether you're a bursar, finance lead, estates manager or part of a wider operational team, this is a key moment to shape the services and support you receive.We also explain how the survey is being managed independently by Research by Design, ensuring confidentiality and data protection at every step. Member Updates & Reminders ISBA 2025 Member Survey is now open – check your inbox for your personalised link and respond by 20 October. CPD Opportunities:ISBA’s Autumn Webinar Series is underway – covering topics from estates management to compliance updates.View and register via the ISBA Reference Library (members only). Need HR or legal advice? Don’t forget the Advice & Guidance Team is just an email or call away. Many queries can be addressed through the Reference Library, which now includes updated templates for the 2025/26 academic year.Email: [email protected] – we’d love to hear from you.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week, we’re diving into a topic that’s always on the radar for school leaders and operational staff: inspections.Joining us is:Durell Barnes, consultant and inspections expert Together, we explore how to stay inspection-ready without letting it become an operational drain. Topics include:The latest thinking on compliance and safeguardingWhat inspectors are really looking for in 2025Practical steps schools can take this term to feel confident and preparedWe also highlight a brand-new inspection webinar now available in the ISBA Reference Library, designed to help bursars, DSLs and leadership teams navigate the process clearly and calmly.🔐 Sector News You Can’t Miss:This week’s bulletin includes several key updates:VAT and bursary grants – why HMRC sees some charitable support as taxable, and what that means for schoolsNew PRS & PPL Digital Music Licences – covering digital streaming, video use and internal music storageRecruitment spotlight – Cransley School seeks a Director of FinanceNAB Cohort #16 – Meeting 2 on Safeguarding & SCR (29 Sept) and Meeting 3 on Finance & Mentoring (8 Oct)So You Want to Be a Bursar – Feb 2026 programme now open for booking📌 Resources & Links Mentioned:ISBA Reference Library – inspection webinar and all bulletin documentationCEFM Contact – for queries about digital music licencesISBA Advice & Guidance Team – for VAT or bursary grant queriesMembership Support – help accessing NAB sessions: [email protected]💡 Subscribe & ShareDon't miss an episode – follow the ISBA Weekly Podcast on your preferred platform and share it with colleagues across operations, estates, compliance and finance.📬 Have a question or topic you’d like us to cover?Email us at [email protected] – we’d love to hear from you.Email: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s episode covers the latest updates affecting independent schools, with a particular focus on school furniture. We welcome a full panel of expert guests from Morleys (Janinne Taylor, Chanelle Williams, Katie Kerwin & Harriet Newman) to share trends and insights on the sector's built environment. Together they share:Best practice when designing educational spacesHow to ensure you remain compliantTop tips for getting the best products for your spaceWhat to look for when choosing suppliersHow to get the most for your money🔐 Sector News You Can’t Miss:We also bring you this week’s must-know updates from the ISBA Bulletin, including:SI Framework & Documents UpdatedNew EU Entry/Exit System for TravelNew Roles at St George’s and The CavendishKey dates for CPD events💡 Subscribe & ShareDon't miss an episode – follow the ISBA Weekly Podcast on your preferred platform and share with colleagues in school operations, compliance, estates, and finance.📬 Have a question or topic you’d like us to cover?Email us at [email protected] schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal adviceThe ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s episode covers the latest updates affecting independent schools, with a particular focus on compliance, finance, and statutory duties. We also welcome expert guests Ian Morgan (Risk Services Director) and Dom Haigh (Risk Services Associate) from Assured Partners to discuss the new fire safety guidance and its practical implications for school operations and estates teams.Together they share:Key changes around fire safety and assessingImportant updates to legislationHandy warnings around lithium-ion batteries and associated devicesReal-world examples of assessing going well - and badly🔐 Sector News You Can’t Miss:We also bring you this week’s must-know updates from the ISBA Bulletin, including:New Statutory Guidance: Children Missing EducationVAT Return Errors – New HMRC GuidanceNew Roles at St George’s and The Cavendish💡 Subscribe & ShareDon't miss an episode – follow the ISBA Weekly Podcast on your preferred platform and share with colleagues in school operations, compliance, estates, and finance.📬 Have a question or topic you’d like us to cover?Email us at [email protected] schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal adviceThe ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week, we’re tackling a topic that’s high on the operational agenda: school transport. Joining us are:Dominic Kalantary, Co-Founder of Vectare, andAlex Hume, Operations & Compliance Director at Northampton High School (GDST)Together, they share real-world insights into:Cutting costs without cutting cornersGoing digital with route planning and communicationSafety, sustainability, and smart strategy Whether you manage an in-house fleet or outsource, this is essential listening.🔐 Sector News You Can’t Miss:We also bring you this week’s must-know updates from the ISBA Bulletin, including:Online SCR data breach – what bursars need to do nowKCSIE 2025 – final changes and what’s still to comeMartyn’s Law – preparing for 2027 without overreacting nowChair of Governors – important DfE clarification for new appointmentsEYFS framework – what's changed from SeptemberCharity SORP 2026 – lease reporting & income recognition updatesISC Pupil Numbers Survey – why your data matters now more than ever📌 Resources & Links Mentioned:ISBA Reference Library – full documentation for all bulletin updatesICO guidance on handling data breachesDfE’s Martyn’s Law policy paperCPD booking links: Estates & H&S Conference, HR Conference, VAT webinars and moreNAB #16 enrolment – email [email protected]💡 Subscribe & Share Don't miss an episode – follow the ISBA Weekly Podcast on your preferred platform and share with colleagues in school operations, compliance, estates, and finance.📬 Have a question or topic you’d like us to cover? Email us at [email protected] schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal adviceThe ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode of the ISBA Bursarcast, we explore how independent schools are using smart technology to strengthen safeguarding and enhance estate security — from discreet vape detection systems to cloud-based CCTV and integrated access control.We’re joined by Tom Piggott from Verkada, a leading manufacturer of modern security solutions, and Mark Power from Net-Ctrl, one of the UK’s top-tier integrators for Verkada systems. Together, they share expert insights and real-world examples of how schools are deploying these technologies to reduce risk, improve emergency response, and support pupil wellbeing.We cover:Why vape detection is becoming a safeguarding priorityHow Verkada’s sensor technology works and where it’s most effectiveThe role of IP-CCTV, access control and visitor management in safer estatesCommon concerns from school estates teams — and how to overcome themPractical examples of multi-year rollouts and post-installation supportWhether you're considering your first step into smart security or managing a complex school estate, this episode offers valuable guidance tailored to bursars, estates managers, and operational leads across the independent school sector. Guests:Tom Piggott – UK Security Solutions Lead, Verkada Mark Power – Project Manager, Net-Ctrl Resources & Links:Learn more about Net-Ctrl and Verkada solutionsContact the ISBA Advice & Guidance TeamSubscribe to the ISBA podcast for weekly updatesIndependent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal adviceThe ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week on the ISBA Bursarcast: Is solar right for your school—and can it really be affordable, low-risk, and disruption-free?We’re joined by Chris Styles, Commercial Director at Westwood Energy, to unpack what solar energy looks like in practice for independent schools. From navigating heritage buildings and campus constraints, to funding options with no upfront cost, Chris offers clear, practical advice for bursars and estates leads who are curious—but cautious.You’ll learn:Why now might be the right time to explore solarHow to tailor a solar design to your school’s unique siteWhat funding models work best for schools (including capex-free options)How to plan for smooth installation and long-term maintenanceWhat to expect from Westwood Energy at the upcoming ISBA Estates ConferenceWhether you're at the start of your sustainability journey or ready to run a tender, this episode will give you the clarity and confidence to explore solar as part of your school's future.🎧 Tune in now—because this could be your next big estates win.Find more from Westwood at https://www.westwood-energy.co.uk/Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week’s ISBA Bursarcast delivers a fast-paced round-up of the latest regulatory and operational updates for UK independent schools—followed by a practical conversation on risk management with Sarah Pearson from Ecclesiastical Insurance.🧾 Headlines include:HMRC’s VAT ruling on RNCSF SpringBoard grants – what schools must do nowUpdated ISBA employment contract templates and DBS clauseTax-Free Childcare: What parents can use for Reception feesScam alert targeting new joiner families – what to watch forEAA compliance: Are your school’s websites accessible to EU parents?CPD events, recruitment opportunities, and more🎧 In our guest segment: Sarah Pearson, education sector specialist at Ecclesiastical Insurance, joins us to share expert insights on:The evolving risk landscape for independent schoolsHow to identify and address your school’s biggest risk vulnerabilitiesPractical steps for improving resilience—from buildings to data protectionCommon gaps in risk registers and what insurers look for🔗 Useful LinksISBA Reference LibraryRegister your defibrillator – The CircuitISBA CPD EventsContact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode of the ISBA Bursarcast, we speak with Sue Roxby, ISBA’s Head of Advice and Guidance, about the forthcoming member survey and the wider issues currently affecting independent schools.Sue shares how the survey will work this year, what it aims to achieve, and why input from members will be vital in shaping ISBA’s strategy. The discussion also covers the key considerations for bursars and school leaders as the new academic year begins – from budgets and forecasting to compliance, VAT, pensions, and safeguarding.Listeners will also hear updates on:The Teachers’ Pension Scheme rate change due in 2027Handling fees in advance and recent media interestDevelopments in safeguarding and allergy awarenessSustainability planning and government expectationsThe impact of VAT on bursary provision and how schools can respondThis episode offers clear, practical guidance for leaders looking to make informed decisions and navigate the challenges and opportunities facing the independent school sector.Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

Recruitment in independent schools can be challenging – from finding the right skills to ensuring a perfect fit for your school’s unique culture. In this episode of the ISBA Bursarcast, we speak with Lucy Wyatt from ISBA’s Personnel Services to uncover how their tailored recruitment model helps schools find the right people when they need them.We explore:How ISBA’s recruitment service began and why it’s designed specifically for independent schools.The benefits of using ISBA for both permanent and interim placements.How the mentoring programme supports newly appointed and experienced bursars.Why ISBA’s deep sector knowledge and value‑driven approach makes a difference.Whether you’re a bursar looking to fill a role, an HR lead planning your next hire, or simply curious about how ISBA can support your operational team, this conversation is packed with practical insight and advice.Contact recruitment at [email protected] Lucy Wyatt at 07817038009Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this week’s ISBA Bursarcast, we guide you through a packed bulletin of sector-wide updates, including significant changes to RSHE guidance, a draft of Keeping Children Safe in Education 2025, and a roadmap for the Employment Rights Bill—the biggest overhaul of employment law in decades. We also cover new compliance guidance on early years funding, scam warnings, data breach protocols, and lessons from recent HSE prosecutions.Plus, our guest this week is Sam Coutinho, a leading voice in school governance and independent education risk consultancy. Sam joins us to reflect on the key challenges faced by school governors over the past year—from navigating political uncertainty and financial pressures to supporting senior leaders with sensitive, strategic decisions. We explore how governance is evolving, what governors need to know about collaboration and mergers, and why now more than ever, investment in governor training is critical.Tune in to get ahead on:RSHE statutory reforms and what they mean for curriculum planningLegal pitfalls around employment contract changesRedundancy obligations and suitable alternative employmentGovernance trends: risk management, parental communication, and board developmentWhy agility, emotional intelligence, and robust financial oversight are defining traits of today’s governing bodies🎧 Released every Friday at 4pm 📚 Don’t forget to explore the ISBA Reference Library for full guidance documents mentioned in this episode.Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

This week on The ISBA Bursarcast, we’re joined by Sue Roxby, Head of Advice and Guidance at ISBA, and Hugh Young, Senior Associate at Farrer & Co, to unpack the practical implications of the Employment Rights Bill for independent schools. With key provisions — including changes to “fire and rehire” practices — now set to come into force in October 2026, schools have a critical window for thoughtful consultation and planning.Sue and Hugh share highlights from ISBA’s recent webinar and provide clear, actionable advice for bursars and senior leaders preparing for pension restructuring, contract variations, and wider workforce changes. Expect expert insight on timelines, pitfalls, and why early engagement with staff really matters.Plus, in this week’s news roundup:Updates to Keeping Children Safe in Education (KCSIE) 2025 — what’s changed, and what might still changeThe VAT warning every finance lead should hear before issuing September billsNew guidance on nursery class exemptions and VAT thresholdsScam alerts targeting school fees — and how to protect your communityDfE’s latest AI resources and what they mean for teaching staffDBS identity check updates and new guidance from November 2025As always, all documents mentioned are available via the ISBA Reference Library, and the Advice & Guidance team is ready to support you.Listen now for the latest insight and expert commentary on what matters to your role.As mentioned in the episode here are the latest blogs from Farrer & CoContact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this week’s episode of the ISBA Bursarcast, we cover key updates that every bursar and school leader needs to know before the summer break.In the news this week:The DfE confirms Keeping Children Safe in Education 2025 will be published next month, with future changes expected to reflect major safeguarding reforms.Postgraduate teaching apprenticeships will shorten to 9 months from August 2025 – what that means for recruitment planning.New clarity on employment law changes – ‘fire and rehire’ rules won’t apply until October 2026.Updated VAT guidance for nursery classes and what counts toward the 10% threshold.And we answer your Question of the Week on who to speak to about business rates advice.Guest Segment: We’re joined by Simon Holden and Sean Lumley from Safehire.ai, who share highlights from their recent ISBA webinar "The Art of the Possible". We explore how artificial intelligence is already transforming operational processes in schools – from recruitment to compliance – and where it could go next. It’s a practical and thought-provoking conversation about how AI can support safer, smarter decisions in independent schools.Whether you’re looking to stay compliant, plan for staff changes, or understand what AI can (and can’t) do, this episode is packed with insights tailored to independent school operations.Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Bursarcast, we’ve got the latest sector updates every independent school bursar should know — from board elections and VAT tweaks to asbestos rules, data law changes, and a new part-time role at the ISBA.🧠 Guest Spotlight: Smarter School Procurement Are you getting value from your suppliers, or just getting by?Procurement expert Paul Wright joins us to break down how schools can stretch budgets further, especially on catering. He shares real insights on benchmarking, contract pitfalls, and using data to get better deals without cutting corners.🎯 What we cover:Where schools overspend (and how to fix it)Why Catering Contracts Go WrongHow benchmarking drives better supplier valueSimple steps to boost procurement strategy📌 Also this week:ISBA Board election results & 2025–26 leadershipCompulsory ID checks coming to Companies HouseThe new Data (Use and Access) Act – and what it means for GDPRAsbestos compliance – key duties and a cautionary case studyISBA is hiring – part-time advisory role now openISC’s Celebrating Partnerships booklet – entries now openVAT CGS threshold changes – what’s coming and whenTPS planning support – new webinars & updatesWhether you’re focused on compliance, contracts, or cutting costs, this episode’s got what you need to stay ahead.Find more from Quenelles here Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Bursarcast, we are joined by Julie Robinson (CEO, ISC) to go over the latest insights around the recent legal challenge brought by the ISC to the High Court around VAT on Independent School Fees. Alongside our chat with Julie, we bring you the latest sector insights from the ISBA, including:🛡️ Operation Encompass Update Why police notifications about domestic abuse are still failing to reach schools on time — and what every DSL needs to know.⚖️ Whistleblowing Ruling We unpack Sullivan v Isle of Wight Council — and explain why external job applicants (outside the NHS) aren’t protected as whistleblowers.🚨 Scam Alert Schools are being targeted with fake emails offering delegate lists from ISBA’s Annual Conference. A reminder: we never share member data.📅 Webinars to Watch Your quick preview of what’s coming up, from TPS strategy and legal shifts to AI applications and VAT handling best practice.Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode of the ISBA Bursarcast, we cover the key updates for independent schools this week, including:Voting now open for the 2025 ISBA Board electionsHigh Court judgment on VAT and school fees expected todayUpdated VAT guidance on pre-registration input tax claimsDfE policy updates on childcare, school trips, and AI in educationImportant ISI reminder on updating online diariesFraud alert: fake procurement scam targeting suppliersHSE course on managing work-related stressFree IT asset disposal offer for ISBA schoolsThis week’s inspection tip: fire safety complianceStay informed in under 10 minutes. For links and full details, visit the ISBA Reference Library.Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, we explore The Art of The Bursar — a timely and insightful new report from the ISBA and RSAcademics. As schools face increasing complexity, financial pressure, and a fast-changing educational landscape, the role of the bursar is evolving beyond operations into strategic leadership.Our guest, Heather Styche-Patel, CEO of RSAcademics, joins us to unpack the report’s key findings. Together, we examine how the bursar’s role is evolving, what this means for the future of school leadership, and how Heads and Governors can foster stronger, more collaborative relationships with their bursars.🎧 In this episode:Why this research matters nowWhat’s changing in the role of the bursar — and what’s notThe skills and mindset needed for next-generation bursarsHow school leadership teams can better support operational leadersKey recommendations for Heads, Chairs, and HR leadsWe also have the week's headlines, covering ISC CensusTeachers pay rise HSBC webinarCovid-19 enquiryYear 11 attendance - Post exams📄 Resources & Links:Download the report: The Art of the Bursar via the ISBA Reference Library for members or head to the RSAcademics website: https://www.rsacademics.comContact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this post-conference episode of the Bursarcast, we're joined by Sue Roxby, ISBA's Head of Advice and Guidance, to reflect on all the highlights, insights, and moments of connection from the ISBA Annual Conference 2025 in Manchester.We unpack the key themes that emerged from sessions, touch on what we heard from members on the ground, and share what’s next as we turn our attention to the summer term and beyond. Whether you were with us in person or catching up from afar, this episode brings you back into the conversation.Plus, we take a moment to say a heartfelt thank you to all our members for your continued engagement and support — from questions to conversations, you make the ISBA community what it is.In this episode:A behind-the-scenes look at the 2025 ConferenceHighlights from advice surgeries and member feedbackWhat’s on Sue’s radar as we move into the second half of the termA general check-in and thank-you from the ISBA teamNew features on the podcastFeedback survey requests🎧 Tune in now and stay connected with your community.Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this packed episode of The Bursarcast, we bring you the latest policy and legal updates every independent school bursar should be across, including new developments in employment law, protections for zero-hours workers, and a landmark report redefining the role of the bursar itself.We also highlight a must-read feature on staffing cost-saving strategies from Farrer & Co — a practical guide for schools navigating tough financial terrain.🧠 Guest Segment: Understanding Risk in 2025 We’re joined by Ian Morgan and Dom Haigh from Assured Partners, headline sponsors of this year’s ISBA Conference, to unpack the risk landscape facing independent schools in 2025. From cyber threats and AI to rising costs and VAT, Ian and Dom share what bursars need to know — and what they can do next.🎯 Key Talking Points: • Managing rising costs and financial exposures • Cyber security: growing risks, smarter defences • Crisis planning and the growing role of AI • Why property valuations shouldn’t be a “once and done” exercise • Multi-insurer solutions: a stronger, smarter approach to riskWhether you're fine-tuning your budgets, reviewing contracts, or planning long-term resilience, this episode is packed with practical insights to help you stay ahead.Find more from Assured Partners Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode of Bursarcast, we’re joined by Ben Lowe from TG Escapes to explore how biophilic design and modular construction are reshaping educational spaces.Celebrating 21 years and over 800 completed projects, TG Escapes is leading the way in creating sustainable, carbon-neutral environments that meet the evolving needs of schools, including adaptable spaces for neurodiverse students.Ben shares practical insights on today’s biggest facilities challenges, the benefits of nature-inspired design, and why smart, sustainable spaces are no longer a luxury but a necessity.🎧 Listen in for ideas to inspire your next capital project.Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode of the podcast, we are joined by Stewart Ward, Head of School Fee Plan, to discuss how independent schools are approaching their financial strategy in 2025 amidst growing concerns around affordability, fee structures, and the need for long-term planning. Stewart shares insights on how schools can Adopt more agile financial strategiesReassess fee modelsEngage parents on payment options. We delve into the evolving role of the bursar, the strategic use of credit facilities, and how schools can manage financial risks and build greater financial agility.Tune in for expert advice on navigating economic volatility, enhancing financial sustainability, and supporting families in the independent school sector.We are also joined by John Murphie to discuss the upcoming ISBA Annual Conference programme. Last chance to book!Support John's chosen charity hereContact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Bursarcast, we’re joined by Robin Bidgood and Scott Morley, Managing Directors at Holroyd Howe, to explore how independent schools can respond to the fast-changing landscape of school dining.They unpack the impact of recent government policy shifts, economic pressures, and rising food and labour costs. The conversation highlights the growing importance of sustainable and seasonal sourcing, efficient waste management, and maintaining quality and standards under financial strain.We also discuss how caterers and schools can collaborate to:Promote nutrition and sustainability among pupilsBuild flexibility into menu planningStrengthen communication and long-term partnerships📢 Plus, we kick off the episode with a roundup of the latest sector news – key updates that every bursar and school business leader should have on their radar.Whether you're reviewing your catering contract or rethinking your whole approach to food in schools, this episode offers strategic insight and practical advice.Contact the podcast at [email protected] Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions. Subscribe now to stay up-to-date with the topics that matter most to you and your school community.Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice The ISBA Bursarcast is a RAFIKI STUDIO productionEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.