Explore every episode of the podcast ISBA BURSARCAST

In this episode of the ISBA Bursarcast

Information sharing and safeguarding

New statutory guidance on information sharing comes into force on 30 September 2026, supporting a new duty under the Children Act 2004. Schools will need to consider the implications for safeguarding practice, information-sharing procedures and data protection.

Pupil volunteering and DBS checks

Further clarification from the DfE explains how the peer exemption applies when older pupils volunteer with younger children. The position differs depending on whether volunteering takes place within the same school or at another school, with potential implications for partnership and outreach activity.

Teachers’ Pension Scheme

Schools participating in TPS should ensure their audited End of Year Certificate is submitted by 30 September 2026. Primary contacts should also register for the new TCS Employer Portal by 9 October 2026, ahead of the transfer of scheme administration on 1 November.

ISBA has also responded to questions around the recent change in the TPS contribution rate, with further member guidance available through its webinar and FAQ resources.

Charity accounting

The Charity Commission has updated its accounting guidance to reflect SORP 2026 and new thresholds applying to financial years ending on or after 30 September 2026. Schools should make sure finance teams, auditors and governors are working from the revised guidance.

Inspection readiness and the SCR

With new staff in post and recent changes affecting volunteers and EYFS staff, ISBA is encouraging schools to check that their Single Central Record and wider vetting processes are accurate and up to date.

Wider regulatory updates

The Department for Education has updated its guidance on material change applications for independent schools, while new resources have also been published to support implementation of Martyn’s Law.

Companies House has also announced the first prosecutions linked to failures around director identity verification, making this an important governance check for schools and governing bodies.

Full guidance and member resources are available through the ISBA Weekly Bulletin and Reference Library.

This week also includes further updates and resources across strategic planning, UKVI compliance, estates and health and safety, regional meetings and sector events.

ISBA Weekly Bulletins:

https://www.isbabulletin.org.uk/Newsletter/List/weekly-bulletin

Advice and Guidance:

AdviceatISBA@theisba.org.uk

This episode is designed as a short operational briefing. Fuller guidance, technical detail and member-only resources remain available through the original ISBA bulletin and linked materials.

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

The ISBA Bursarcast is back with another weekly update for the autumn term.

There’s no guest this week. Instead, we focus on the key operational developments from the latest ISBA Weekly Bulletin.

Teachers’ Pension Scheme

ISBA has updated its guidance on the forthcoming reduction in the TPS employer contribution rate from April 2027, including new FAQs around hybrid arrangements, alternative defined-contribution schemes and previous decisions to leave the scheme.

Cyber preparedness

Cyber security is firmly on the leadership agenda this week. ISBA’s latest long read focuses on the role of governors, bursars and senior leaders in building resilience, while a separate alert highlights a critical vulnerability affecting some schools using managed IT providers.

Inspection readiness

ISI has updated its Inspection Framework, Handbook, self-evaluation material and complaints procedure for September 2026. ISBA has also refreshed its own inspection guidance to reflect the latest changes.

Material changes

The Department for Education has updated its guidance on making material changes to an independent school’s registered details, including further detail around timings, capacity, age-range changes and school closures.

Pupil images

Following the recent ISBA, AMCIS and IAPS webinar, we look at why the use of pupil images is increasingly a safeguarding, communications and governance issue, rather than simply a marketing decision.

Key deadlines

The ISC interim pupil-number survey closes on 18 September 2026, while primary contacts for Teachers’ Pensions should register for the new employer portal by 9 October 2026.

Full guidance and member resources are available through the ISBA Weekly Bulletin and Reference Library.

This week also sees further webinars and events across pensions, finance, immigration, National Minimum Wage compliance, estates and health and safety.

ISBA Weekly Bulletins:

https://www.isbabulletin.org.uk/Newsletter/List/weekly-bulletin

Advice and Guidance:

AdviceatISBA@theisba.org.uk

This episode is designed as a short operational briefing. Fuller guidance, technical detail and member-only resources remain available through the original ISBA bulletin and linked materials.

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

The ISBA Bursarcast is back with a new weekly update for the autumn term.

There’s no guest this week. Instead, we focus on the key operational developments from ISBA’s first weekly bulletin after the summer break.

KCSIE 2026

We look at the latest safeguarding changes, including the removal of the supervision exemption, sixth form volunteering and clarification around under-16 work experience in Early Years settings.

Inspection and attendance

ISI has updated its Inspection Framework and Handbook, while new attendance guidance creates practical considerations for schools, including registration requirements.

Charities SORP 2026

For many charitable schools, the current financial year will be the first covered by the new SORP. Finance teams are encouraged to begin preparing now.

Teachers’ Pension Scheme

TPS schools in England and Wales should ensure their primary contact registers for the new employer portal by 9 October 2026.

National Minimum Wage

With HMRC scrutiny of the education sector, schools should keep pay arrangements, working-time records and payroll compliance under review.

Full guidance and member resources are available through the ISBA Weekly Bulletin and Reference Library.

And if you missed the Bursarcast over the summer, catch up with our recent guest conversations in the podcast feed.

ISBA Weekly Bulletins:

https://www.isbabulletin.org.uk/Newsletter/List/weekly-bulletin

Advice and Guidance:

AdviceatISBA@theisba.org.uk

This episode is designed as a short operational briefing. Fuller guidance, technical detail and member-only resources remain available through the original ISBA bulletin and linked materials.

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

As the new academic year approaches, this episode of The ISBA Bursarcast focuses on the operational issues independent school leaders need on their radar now.

We begin with the key developments including September compliance changes, updated attendance guidance, the final deadline for the ISBA Inspection Toolkit, and the responsibilities schools may face following a significant cyber incident.

We then turn to allergy safety — an area receiving increased attention and one highlighted directly in the latest ISBA Bulletin.

Our guest is Hebe Richardson, Senior Nutritionist at Foodbuy, who joins us for a detailed conversation about allergen management from a procurement perspective.

Hebe explains why effective allergy management starts long before food reaches the kitchen. The discussion explores the importance of supplier relationships, accurate product information and consistent systems, as well as the risks that can arise when specifications, recipes or products change.

We also consider why allergy controls need to extend beyond the main catering operation to include areas such as tuck shops, events, trips and other routes through which food may enter a school.

• The key compliance changes taking effect from 1 September
• Changes affecting volunteers and regulated activity
• KCSIE 2026 and safeguarding arrangements
• Updated statutory attendance guidance
• The 31 August deadline for the ISBA Inspection Toolkit
• Cyber incidents and Charity Commission serious-incident reporting
• New allergy-safety guidance for schools
• Why allergen management begins with procurement
• Supplier information and allergen data
• Managing product and recipe changes
• The risks created by unchecked substitutions
• Creating a consistent, whole-school approach to food purchasing
• Approved product lists and a reliable source of product information
• Balancing procurement optimisation with safety and nutritional quality

Hebe Richardson

Senior Nutritionist, Foodbuy

Hebe discusses how procurement decisions can strengthen allergen controls and why consistency between suppliers, product specifications, recipes and day-to-day catering operations is essential.

A central theme is the importance of ensuring that changes and substitutions do not bypass established allergen controls — and that schools have visibility over all the different ways food is purchased and served.

This episode is designed as a short operational briefing. Fuller guidance, technical detail and member-only resources remain available through the original ISBA bulletin and linked materials.

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

In this episode of the ISBA Bursarcast, Leo is joined by Professor Bill Ribbans from Luca Health and Mercedes Mills, Lead Physiotherapist at Bryanston School, to explore how thinking around concussion is changing — and what that means for independent schools.

They challenge some of the misconceptions that can lead to concussion being missed, examine why symptoms may appear in unexpected ways across the school day, and discuss the importance of putting return to learn alongside return to sport.

The conversation also looks at how better policies, clearer communication and smarter use of injury data can help schools move beyond simply responding to incidents towards identifying patterns and reducing future risk.

In this episode:

• The concussion signs schools can easily overlook
• Why concussion is increasingly a whole-school safeguarding issue
• Return to learn versus return to play
• What good policy and governance should look like
• How concussion data can inform practical decisions and reduce risk
• 
  

A practical discussion for bursars, COOs, governors and school leaders considering whether their current approach to concussion is as robust as it needs to be.

GUESTS:

Professor Bill Ribbans, Luca Health

Mercedes Mills, Bryanston School

Find more from Luca here https://luca.health/

This episode is designed as a short operational briefing. Fuller guidance, technical detail and member-only resources remain available through the original ISBA bulletin and linked materials.

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

This episode of ISBA Bursarcast covers the latest operational developments for independent schools, including safeguarding updates, AI governance, attendance guidance, inspection changes and VAT considerations.

Leo then speaks with Neil Cufley of Royal Russell School and Ben Johnston from Alii about digitisation and automation in school finance.

They discuss the sector’s reliance on manual processes, inconsistent purchase-order use, limited visibility and the pressure on small finance teams. Neil also shares Royal Russell’s experience of replacing paper-based systems with Ally to improve control, security and efficiency.

The conversation makes clear that digital transformation is not just a software project. It depends on clear goals, strong leadership, good data, effective communication and changes in behaviour across the organisation.

The episode also explores invoice fraud risk, process mapping and the need for schools to operate with greater commercial discipline in a more challenging financial environment.

GUESTS:

Neil Cufley, Royal Russell School

Ben Johnston, Alii

Request a Demo | Alii

This episode is designed as a short operational briefing. Fuller guidance, technical detail and member-only resources remain available through the original ISBA bulletin and linked materials.

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

Together, we explore the transition into a new school, a new country and, often, a new culture. The conversation looks at how early communication, practical preparation and the first few weeks after arrival can shape whether teachers feel confident, connected and likely to stay.

For international schools, recruitment is only one part of the staffing challenge. Once an appointment has been made, the quality of the teacher’s early experience can have a lasting impact on morale, belonging and long-term commitment.

Laura shares her perspective on the human side of relocation, highlighting why cultural adjustment is different for every individual and why schools should avoid treating induction as a purely administrative process.

The episode considers what teachers most need before they arrive, how schools can reduce uncertainty, and why small details in the first few weeks can make a significant difference to how welcome and supported a new colleague feels.

• Why retention begins before arrival

• The role of clear and reassuring communication

• How cultural adjustment varies from person to person

• The importance of the first few weeks in-country

• How schools can help teachers feel genuinely welcomed, not simply processed

• The connection between belonging, confidence and long-term retention

• Why transition support is a leadership and culture issue, not just an HR process

This conversation is particularly relevant for heads, senior leaders, HR teams, recruitment leads and anyone involved in supporting international staff through relocation and induction.

GUEST

Laura Mitchelson

Veritas Wild

EPISODE FOCUS

Teacher retention in international schools: communication, cultural adjustment and the first few weeks.

LISTENER TAKEAWAYS

By the end of the episode, listeners will understand:

• Why early transition support matters for long-term retention

• How communication before arrival can reduce uncertainty and build trust

• Why schools need to recognise individual experiences of cultural adjustment

• What makes the first few weeks so important for confidence and belonging

• How international schools can take practical steps to improve the teacher transition experience

This episode is designed as a short operational briefing. Fuller guidance, technical detail and member-only resources remain available through the original ISBA bulletin and linked materials.

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

The conversation looks beyond headline pupil numbers to explore what the data tell us about the independent school sector, including trends in demand, bursaries and fee assistance, boarding, international pupils, affordability, and average fee increases.

Julie and Aidan also discuss how ISC uses Census data in its conversations with government and policymakers, and what school leaders should be paying attention to over the next 12 months.

For bursars, COOs, heads and senior leaders, the episode offers a practical look at how the Census can support strategic planning, financial modelling, governance discussion and wider sector engagement.

Topics include pupil number trends, fee assistance, average fee increases, government engagement, political scrutiny and the key takeaways for senior operational leaders.

This episode is designed as a short operational briefing. Fuller guidance, technical detail and member-only resources remain available through the original ISBA bulletin and linked materials.

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

The news cycle covers updated ISBA guidance on taking, storing and using images of children, including the growing risks around online image use, livestreaming, smart technology and consent. We also look at the Department for Education’s allergy safety guidance, which is not yet statutory for independent schools but signals an important direction of travel.

Also in this episode: the Equality and Human Rights Commission’s consultation on draft technical guidance for schools; continuing financial pressure for schools and parents following the introduction of VAT on fees; and recent government updates on school security, estates, digital infrastructure and operational resilience.

After the news roundup, we’re joined by Sue Roxby, Head of Advice and Guidance at ISBA, for an end-of-term conversation. Sue brings updates from ISBA, reflects on recent member priorities, and looks ahead to the issues schools may want to keep in view over the summer.

Relevant for bursars, heads, COOs, HR leads, compliance teams, estates leaders and governors.

TPS note - announcement was 1st July.

Heads, bursars, COOs, directors of finance and operations, HR leaders, compliance leads, estates teams, safeguarding-adjacent leaders and governors.

This episode is designed as a short operational briefing. Fuller guidance, technical detail and member-only resources remain available through the original ISBA bulletin and linked materials.

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

We cover the confirmed reduction in the Teachers’ Pension Scheme employer contribution rate from April 2027, alongside the practical need for schools to register on the new TPS employer portal.

We also look at the Department for Education’s statutory guidance on mobile phones in schools, which schools in England should begin following from September 2026, and what this means for policy, behaviour management, safeguarding and parent communication.

For finance teams, the episode highlights why schools should approach their second VAT year-end adjustment carefully, rather than assuming last year’s methodology still fits.

There is also a reminder on inspection readiness, including the value of reviewing ISI’s Regulatory Audit Document ahead of a possible inspection next term.

On estates and compliance, we consider why building safety remains a governance and leadership issue, particularly for schools planning construction, refurbishment or remedial works.

Finally, we flag the forthcoming removal of the supervision exemption for volunteers and the implications for safeguarding checks, safer recruitment and volunteer management.

This episode also notes a change of leadership at ISBA, as Catherine Spencer OBE begins her tenure as Chief Executive and David Woodgate retires after ten years leading the Association.

Heads, bursars, COOs, directors of finance and operations, HR leaders, compliance leads, estates teams, safeguarding-adjacent leaders and governors.

This episode is designed as a short operational briefing. Fuller guidance, technical detail and member-only resources remain available through the original ISBA bulletin and linked materials.

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

We cover the ISC Census 2026, including the fall in pupil numbers and why the data matters for admissions, financial planning, staffing assumptions and how schools evidence public benefit.

We also look at hot weather and heatwave management, including risk assessments, vulnerable pupils and staff, reasonable adjustments, timetable changes, uniform expectations and wider duty-of-care considerations.

Inspection readiness is another key theme, with a focus on action points and remedial works. Schools need to show that recommendations from audits, assessments and inspections have been prioritised, completed and properly evidenced.

The episode also covers the CMA review of the early years childcare market in England, and why schools with nurseries or early years provision should be alert to record-keeping, pricing information and readiness to respond to scrutiny.

Fee transparency features through ISBA’s updated briefing on the Digital Markets, Competition and Consumers Act 2024, with implications for how schools present fees and mandatory charges in parent-facing materials.

We also flag the Fair Work Agency and the need for schools to keep employment practices, payroll arrangements and compliance records under review.

Digital risk is covered through updates to the DfE digital and technology standards, including cyber security expectations, account controls, backups and incident reporting.

Finally, we look at Norway’s cautious approach to AI in schools and what it signals for independent schools developing age-appropriate AI policies.

A focused update for bursars, heads, governors, COOs, HR leads, estates teams, compliance leads, admissions teams and senior leaders managing risk, scrutiny and planning pressures

Resources Mentioned

• ISC Census 2026 — available via ISC
• ISC political toolkit — available in the ISC Member Zone
• DfE hot weather and heatwaves guidance — available via GOV.UK / The Education Hub
• UKHSA hot weather guidance for schools and early years settings — available via GOV.UK
• HSE workplace temperature guidance — available via HSE
• Royal Life Saving Society drowning prevention resources — available via RLSS UK
• ISBA inspection tip on action points and remedial works — available in the ISBA bulletin
• CMA review of the early years childcare market — referenced in the ISBA bulletin
• ISBA briefing note on the Digital Markets, Competition and Consumers Act 2024 — available in the ISBA Reference Library
• VWV article on the Fair Work Agency — referenced in the ISBA bulletin
• DfE digital and technology standards for schools and colleges — available via GOV.UK
• Norwegian Government recommendations on AI in schools — available via the Norwegian Government website

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

A practical, friendly briefing for bursars, heads, HR leads, compliance teams and senior operational leaders preparing for the year ahead.

New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.

Get in touch at: podcast@theisba.org.uk

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

• ISBA Technology Survey 2026 and measuring return on digital investment
• DfE call for evidence on children’s screen use
• Future scrutiny of EdTech, generative AI, filtering and monitoring
• Inspection readiness and recurring compliance themes
• Decommissioning of the ISBA Inspection Toolkit on 31 August 2026
• Safeguarding policy updates linked to draft KCSIE 2026
• Government consultation on zero and low hours contracts
• Supreme Court appeals relating to VAT on school fees
• Energy renewal risk and market volatility
• Guest segment with Helen Woods on the latest ISBA Annual Conference
• Key conference learnings for operational planning, governance and sector priorities

• ISBA Technology Survey 2026 Report
• DfE call for evidence on children’s screen use
• ISBA Bursar’s Guide to ISI Inspections
• ISBA Inspection Toolkit/App notice
• ISBA Template Child Protection and Safeguarding Policy updates
• Draft KCSIE 2026 consultation material
• Government consultation on zero and low-hours contracts
• Supreme Court VAT legal challenge updates
• Mindful Energy renewal price forecast
• ISBA Annual Conference reflections with Helen Woods

New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.

Get in touch at: podcast@theisba.org.uk

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

We cover the DfE consultation on the new information-sharing duty under the Children’s Wellbeing and Schools Act, including the potential implications for safeguarding practice, policy, training, local partnership working, record-keeping and professional judgement.

We also flag the Home Office’s statutory guidance on Martyn’s Law, now the main source of information on requirements for premises in scope. Education-specific guidance from the DfE is still awaited, and the law is not expected to come into force until spring 2027.

For schools managing parental complaints, we look at the growing use of AI-generated correspondence, including the risk of longer, more legalistic and sometimes inaccurate complaints. The episode highlights the importance of proportionate processes, clear communication boundaries and inspection-ready complaints handling.

The end-of-year checklist is another major theme, with finance, payroll, HR and compliance tasks now coming into sharp focus. We cover charity reporting, P11Ds, PAYE Settlement Agreements, audit planning, budget finalisation, payroll updates, National Minimum Wage and mileage-rate checks, SORP preparation, VAT, employment contracts, staff accommodation documents, SCR checks, policy review and strategic risk-register updates.

We also look at inspection readiness on water supplies, including drinking water, scalding risk, washing facilities, legionella risk assessments, flushing records, temperature monitoring and maintenance evidence.

Digital risk features too, with the launch of the DfE Cyber Security Hub and ISBA’s updated guidance on parent WhatsApp groups, covering data protection, reputation, safeguarding and parent communications.

A focused update for bursars, heads, governors, COOs, DSLs, HR leads, estates teams and compliance leads preparing for the final weeks of term and the start of the next academic year.

• DfE consultation on the information-sharing duty under the Children’s Wellbeing and Schools Act — available via GOV.UK
• Working Together to Safeguard Children 2026 — available via GOV.UK
• Home Office statutory guidance on Martyn’s Law / Terrorism (Protection of Premises) Act 2025 — available via GOV.UK
• Security Industry Authority consultation on Martyn’s Law regulatory guidance — available via GOV.UK
• Stone King guidance on AI and parental complaints — referenced in the ISBA bulletin
• ParentKind guidance on effective complaint resolution and AI use — available via ParentKind
• ISBA end-of-academic-year advice and guidance checklist — available in the ISBA bulletin and member resources
• Charity Commission annual return and accounts filing services — available via GOV.UK
• Charity Commission for Northern Ireland annual reporting guidance — available via CCNI
• OSCR annual reporting guidance — available via OSCR
• HMRC P11D and P11D(b) guidance — available via GOV.UK
• HMRC PAYE Settlement Agreement guidance — available via GOV.UK
• ISBA template employment contracts — available in the ISBA Reference Library
• ISBA staff accommodation contracts — available in the ISBA Reference Library
• ISBA Bursar’s Guide to ISI Inspection — available in the ISBA Reference Library
• HSE guidance on Legionella and Legionnaires’ disease — available via HSE
• Standards for school premises — available via GOV.UK
• ISBA Approach to Parent WhatsApp Groups guidance — available in the ISBA Reference Library
• DfE Cyber Security Hub for schools — available via GOV.UK
• DfE AI support materials for schools and colleges — available via GOV.UK
• Chartered College of Teaching AI case studies and research articles — available via the Chartered College of Teaching

New episodes every Friday at 4 pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

We cover the EHRC’s draft updated Code of Practice, now presented to Parliament, and the connected safeguarding and equality implications for schools as they monitor proposed KCSIE updates on pupils questioning their gender.

We also flag safeguarding policy readiness following the updated Working Together to Safeguard Children guidance, including the importance of keeping policy references current and ensuring school practice matches published procedures.

For schools providing staff accommodation, we note ISBA’s updated assured periodic tenancy and prior notice of grounds templates, linked to the Renters’ Rights Act. The episode also covers updated reserves and investment policy guidance, HMRC’s approved mileage rates from 6 April 2026, and warnings about business rates agents and cold calling.

Digital risk is another theme this week, with practical issues around smart glasses, image capture, acceptable use, exams, visitors and reasonable adjustments. We also look at the wider debate on social media access for under-16s and the direction of travel on mobile phone policy scrutiny.

We highlight two senior recruitment opportunities: bursar roles at The King’s Bruton Foundation and Dover College.

A focused update for bursars, heads, governors, COOs and senior teams tracking the issues that could shape compliance, safeguarding, staffing, finance, property and operational risk planning.

• EHRC draft updated Code of Practice for Services, Public Functions and Associations — available via GOV.UK
• KCSIE 2026 proposed revisions — available via GOV.UK
• ISBA webinar: KCSIE on gender questioning pupils – a new statutory safeguarding lens
• Working Together to Safeguard Children 2026 — available via GOV.UK
• ISBA safeguarding policy template amendments — available in the ISBA Reference Library
• National Minimum Standards for Boarding — available via GOV.UK
• Independent School Standards Guidance — available via GOV.UK
• Digital and technology standards in schools and colleges — available via GOV.UK
• Children Missing Education guidance — available via GOV.UK
• ISBA updated assured periodic tenancy agreement and prior notice of grounds templates — available in the ISBA Reference Library
• ISBA Reserves and Investment Policy Template and Guidance — available in the ISBA Reference Library
• HMRC travel mileage and fuel rates and allowances — available via GOV.UK
• Valuation Office Agency guidance on choosing a business rates agent — available via GOV.UK
• HSE workplace temperature guidance and checklist — available via HSE
• DfE hot weather and heatwaves guidance for schools and education settings — available via GOV.UK
• Government consultation and policy material on children’s use of social media — available via GOV.UK
• ISI consultations on inspection complaints and significant strengths — available via ISI
• DfE call for evidence on antisemitism in schools and colleges — available via GOV.UK
• ISBA recruitment: Bursar at The King’s Bruton Foundation
• ISBA recruitment: Bursar at Dover College

New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

We cover the new data protection complaints duty under the Data Use and Access Act, fresh guidance on protecting images of children from AI manipulation and abuse, and the latest pensions watchpoint following confirmation of the SCAPE discount rate at CPI plus 2%.

We also flag practical inspection-readiness advice on keeping a live log, key policy signals from the King’s Speech, live consultations on children’s use of social media and antisemitism, and DfE updates on AI in education, flu vaccination planning, online misogyny resources and an urgent asbestos-related product safety alert.

A focused update for bursars, heads, governors, COOs and senior teams tracking the issues that could shape compliance, safeguarding, finance and operational risk planning.

• ISBA Annual Conference 2026 presentation slides — available in the ISBA Reference Library
• Protecting images of children from AI manipulation and abuse guidance — available via the UK Online Harms Early Warning Working Group
• ISBA Taking, Storing and Using Images of Children Policy — available in the ISBA Reference Library
• ICO guidance on data protection complaints — available via the ICO
• ISBA data protection complaints guidance note and template complaints form — available in the ISBA Reference Library
• ISBA external privacy notice template and updated Data Protection Policy — available in the ISBA Reference Library
• Government consultation: Growing up in the online world — available via GOV.UK
• DfE call for evidence: Tackling antisemitism in schools and colleges — available via GOV.UK
• DfE updated guidance on supporting immunisation programmes for children and young people — available via GOV.UK
• OPSS Product Safety Alerts, Reports and Recalls page — available via GOV.UK
• DfE AI in education support materials — available via GOV.UK
• Updated National Minimum Standards for boarding schools and residential special schools — available via GOV.UK

New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

This week’s Bursarcast focuses on the developments most likely to affect school operations, governance and risk planning.

We cover the proposed ISBA and AGBIS merger, ISC’s governance changes, early preparation for Charities SORP 2026, and continuing inspection risk around attendance and compliance evidence.

We also flag live ISI consultations, VAT treatment of sponsorship, Canvas/Instructure cyber reports, and a reminder for schools with vehicle operator licences to keep contact details up to date.

A focused update for bursars, heads, governors and senior teams tracking the issues that could shape compliance, finance and operational decision-making.

ISBA/AGBIS merger webinar recording — available in the ISBA Reference Library

Charities SORP 2026 Preparation Checklist — available in the ISBA Reference Library

ISBA School Attendance Policy template — available in the ISBA Reference Library

ISBA Attendance FAQs — available in the ISBA Reference Library

ISI consultations on complaints policy and removal of “significant strength” — available in the latest bulletin

HMRC VAT Notice 701/41: Sponsorship — https://www.gov.uk/guidance/vat-notice-70141-sponsorship

Manage your vehicle operator licence / VOL account — https://www.gov.uk/manage-vehicle-operator-licence

ISBA The Bursar’s Guide to ISI Inspections, Appendix 1 — available in the ISBA Reference Library

New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

In this episode of ISBA Bursarcast, we begin with the latest operational updates for independent school leaders, including new holiday record-keeping duties under the Employment Rights Act 2025, future employment reforms expected in 2027, HMRC payroll changes, inspection readiness reminders and recent updates from the DfE and Charity Commission.

We then turn to the wider risk environment facing independent schools.

Ian Morgan and Laura Armstrong from Assured Partners ( Gallagher) discuss how schools are managing a more complex landscape shaped by inflation, fee sensitivity, wage growth, demographic change, technology, cyber threats, digital safeguarding and increased political and regulatory scrutiny.

They explore the impact of VAT-linked pupil departures, financial strain across the sector, mergers and acquisitions, restructuring, international boarding pressures, estates risk, underinsurance, business continuity planning and more forensic inspection expectations.

The conversation also looks at the rising importance of leadership resilience — including preparedness, clear escalation routes, transparent communication, strong governance and reducing over-reliance on individuals.

In this episode:

• Employment Rights Act 2025: holiday record-keeping duties from 6 April 2026
• Planning ahead for 2027 employment law changes
• HMRC updates, including SSP, parental leave and P11D reporting
• Inspection readiness: written agreements for over-16s living on site
• DfE updates on medical conditions, allergies, antisemitism and SEND reform
• Charity Commission updates on online safety and conflicts of interest
• The changing risk profile for independent schools
• VAT, fee sensitivity and pupil movement
• Cyber risk, AI, digital safeguarding and insurance readiness
• Estates risk, commercial use of facilities and underinsurance
• Business continuity, governance and leadership resilience

Laura Armstrong is a specialist in working with global school groups, independent schools, universities and multi-academy trusts. She has 17 years of experience in the insurance and risk management industry, with strong relationships across the education insurance market. She leads on insurer negotiations, advises on bespoke insurance programmes and structures, and highlights emerging risks for the education sector.

Ian Morgan is Risk Services Director at Assured Partners. Chartered since 2012, Ian has worked across the education sector for more than 15 years and as a consultant for eight years, mainly with independent schools and charities. He is a fire risk assessor and leads a team of consultants across the UK.

More from them here

ISBA members can find further details on the weekly bulletin items, including employment guidance, inspection resources and professional development opportunities, through the ISBA website and reference library.

The ISBA Annual Conference 2026 takes place from 11 to 13 May at ICC Wales.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

This week’s ISBA Bursarcast asks a timely operational question for schools: how secure is the journey between a parent receiving a fee request and the school actually receiving the money?

Peter Othen, Director of IT at Magdalen College School, and Simon Freeman, Managing Director of Education at iSAMS, join us to discuss the risks around fee collection, parent payment scams and the wider cyber challenges facing independent schools.

The conversation looks beyond technical systems alone. We explore how fraudsters exploit trust, why parent communications are part of cyber resilience, and how schools can think more strategically about future-proofing their IT infrastructure.

Alongside the feature, we deliver a condensed newsbeat from the latest ISBA bulletin, including: residential tenancy changes from 1 May 2026, updated safeguarding expectations under Working Together to Safeguard Children 2026, the SEND reform consultation, mobile phone expectations and inspection readiness, and new data protection complaints requirements from 19 June 2026.

• Why fee collection is becoming a more prominent cyber-risk issue for schools
• How parents can be targeted by scammers posing as schools or payment providers
• Why cyber resilience is about communication, trust and process, not just technology
• What senior leaders should understand about future-proofing school IT systems
• Why finance, IT and communications teams need to work closely on payment journeys
• How cyber incidents can create operational, reputational and data protection risk
• This week’s key operational headlines from the ISBA bulletin

• ISBA Reference Library
• ISBA guidance on residential tenancies and staff accommodation
• Working Together to Safeguard Children 2026
• ISC SEND reform questionnaire and government consultation
• DfE guidance on mobile phones in schools
• ISBA GDPR and data protection complaints guidance
• iSAMS

New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

A key question asked this week is, What does catering now signal about culture, quality and the day-to-day school experience?

This week’s ISBA Bursarcast opens with the key operational and regulatory developments for the sector this week, including updated Independent School Standards Regulations on restrictive interventions, refreshed Independent Schools Standards Guidance, and sharper inspection expectations around behaviour policy, mobile phones and implementation on the ground.

We also look at the wider compliance picture for schools, including the DfE consultation on supporting children with medical conditions and allergy, plus practical reminders on Renters’ Rights, teachers’ pensions re-enrolment, and current health and safety developments.

Then, in our guest segment, we are joined by Scott and Robin from sector-leading independent school caterers Holroyd Howe, ahead of the ISBA Annual Conference at ICC Wales, where Holroyd Howe will be one of the headline sponsors. In a wide-ranging discussion, we explore the impact of catering on the school experience for pupils, parents and staff, what best practice looks like, and where school catering may be heading next. Whether your school caters in-house or works with a specialist provider, there are useful takeaways across the school community.

In this episode:

• New ISSR requirements on recording and reporting force, seclusion and restraint
• Updated Independent Schools Standards Guidance
• Inspection implications for behaviour, mobile phone policy and staff understanding
• DfE consultation on medical conditions and allergy
• Renters’ Rights, TPS automatic re-enrolment and HSE updates
• Guest discussion with Scott and Robin from Holroyd Howe on catering, culture and the school experience

• ISBA template Behaviour Management Policy
• ISBA’s Bursar’s Guide to ISI Inspections
• ISBA guidance note on TPS and managing automatic re-enrolment
• ISBA member guidance and source bulletin materials
• ISBA Annual Conference at ICC Wales

More from Holroyd Howe https://holroydhowe.com/

New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.

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 Streeter

Resources 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.)

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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: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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.

• Inspection readiness: Mobile phone guidance
• Restrictive interventions from 1 April 2026
• Key implications for policy, training and oversight
• Companies House cyber risk: Why schools should check company records
• Risks for governors, trustees and senior leaders
• VAT update: Final Bursar’s Guide to VAT
• PTA purchases and VAT recovery watchpoints
• Finance systems: Low satisfaction, weak reporting and integration issues
• Why this matters for workload, control and decision-making
• DfE round-up: Data protection toolkit updates
• KCSIE consultation
• Data retention linked to the Grooming Gangs Inquiry

We 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 schools
• why location and travel time matter
• what schools can learn from pre-inquiry behaviour
• why insight and personalisation may matter more than bigger budgets
• how AI could shape admissions and parent engagement

A practical episode for bursars, finance leads, operations teams and senior leaders focused on compliance, inspection, cyber awareness, systems, and smarter pupil recruitment.

ISBA Reference Library

Includes the final Bursar’s Guide to VAT, the updated Holiday/Summer Lets Agreement, recorded webinars, and member guidance materials.

ISBA Advice and Guidance team

For school-specific follow-up questions on the issues covered in the bulletin.

Companies House guidance

Includes 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 consultations

Including the updated data protection in schools toolkit, the Keeping Children Safe in Education consultation, and consultation on support for pupils with medical conditions.

The Circuit

National defibrillator database for checking whether a school’s defibrillator is visible to ambulance services and marked rescue ready.

UKHSA and NHS meningitis information

For schools and families following the Kent and Medway meningococcal disease outbreak updates.

VWV article and guidance references

Including the copyright infringement reminder and article on restrictive interventions.

ISBA Annual Conference 2026

11–13 May 2026, ICC Wales.

More from School Scout https://schoolscout.uk/

james.dobson@schoolscout.uk

New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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.

• Why fee arrears are becoming more difficult to manage
• How post-VAT pressure is affecting parent debt and school decisions
• Why good arrears management starts with process and consistency
• The value of a structured 7 / 14 / 21-day follow-up cycle
• Why schools should not wait too long before escalating or seeking specialist support
• Common dispute areas, including fees in lieu of notice and separated parents
• The risk of losing credibility by setting timelines and not following through
• How to balance fair treatment, compassion and consistency
• Why governors should keep sight of cost versus recovery
• Redwood’s wider support, including credit management, Parent Check Plus, and options for historic debt portfolios

• ISBA’s Spring Term Sector Update recording is now available
• Key changes on restrictive interventions, mobile phone policy, employment law and TPS budgeting
• A preview of ISBA Annual Conference 2026
• Updated Scottish employment contract templates
• A useful read on the updated Charity Governance Code
• Current bursar vacancies at Stover School and St Cedd’s School
• Advice on verifying references
• An inspection reminder on supply staff and the SCR
• The latest update on the meningitis outbreak in Kent
• A call for feedback on the template safeguarding policy
• The extended Stickman Pupil Recruitment Risk Check
• A free ACAS neurodiversity webinar
• Updates to Working Together to Safeguard Children
• The next NABs programme and upcoming ISBA webinars

• ISBA Weekly Bulletin 10
• ISBA Reference Library
• ISBA Spring Term Sector Update
• ISBA Annual Conference 2026 — 11–13 May, ICC Wales
• ISBA Safer Recruitment Pack

More from Redwood Collections: https://www.redwoodcollections.com/

New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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.

• Why independent school building enquiries appear to have picked up again
• Which facilities are schools prioritising most right now
• Why wellbeing and pastoral spaces are becoming a more prominent part of the estates conversation
• What panelised construction is — and how it differs from “modular boxes”
• How to think about school building value beyond the initial capital spend
• Why are sustainability expectations rising in school estate projects
• Why planning and consultation may require longer lead times than expected
• This week’s key operational headlines from the ISBA bulletin

• ISBA Annual Conference 2026, 11–13 May 2026, ICC Wales
• ISBA webinars on SEND, data protection, Charities SORP, CDC pensions, and KCSIE
• ISBA Reference Library and multimedia recordings
• DfE Generative AI Product Safety Standards
• HMRC guidance on VAT and school photographer commission
• Home Office key principles of Prevent
• Draft guidance on supporting children and young people with medical conditions and allergy
• TG Escapes

New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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.

• How to pressure-test uniform lists for value without undermining quality
• Why multi-use items are rising — and how they can reduce friction with parents
• What’s changing in boys’/girls’ uniform alignment and sports kit choice
• Supplier KPIs bursars should ask for: stock, delivery performance, returns
• Contract basics: why termination clauses need an early review
• This week’s key operational actions from ISBA’s bulletin

• ISBA 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 Wales
• GOV.UK: Check a teacher’s record (prohibition from teaching)
• DfE consultation: supporting pupils with medical conditions at school
• SchoolBlazer website https://www.schoolblazer.com/

Subscribe & Follow: New episodes every Friday at 4pm on Spotify, Apple Podcasts and Acast.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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.

• Why transport spend is back under the microscope — and what the “tale of two halves” means for planning and procurement
• The trend towards wider catchments and express / park-and-ride routes — and how this changes cost and service design
• The pros and trade-offs of moving from outsourced provision to an in-house fleet — including control, consistency and brand visibility
• Why mid-day trips can quietly inflate costs — and how routinely quoting each trip can drive savings
• What “active compliance management” looks like for fleets — and why updates such as DVSA roadworthiness guidance matter
• How transport tech is evolving: responsible AI for insight, operational integrations (including OpenApply) and WhatsApp notifications
• A quick scan of this week’s headlines: SEND reform (England), VAT guidance, regional meetings, mobile phones, parent contracts, RAAC/cladding inspection readiness, and KCSIE consultation
• 
  

• ISBA Weekly Bulletin 7 (26 Feb 2026) — key operational headlines
• ISBA 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 Wales
• Vectare Website

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: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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.

• Why a registered nurse’s role in school goes well beyond first aid — and what NMC registration means in practice
• The non-negotiables for safe medicines management: administration, storage, documentation, training and oversight
• How to scope your nursing provision around your school’s needs — boarding/day, SEN, mental health, allergies, sport, controlled meds
• What “good governance” looks like on the ground: confidential records, appropriate clinical space, safeguarding integration, and clinical supervision
• Common pitfalls schools make — including mis-scoping the role, under-resourcing, and placing newly qualified nurses into unsupported lone-working posts
• A 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 basics

• ISBA Weekly Bulletin (19 Feb 2026) — key operational headlines
• ISBA Reference Library — infectious disease resources
• KCSIE 2026 draft consultation (England)
• DfE guidance: Mobile phones in schools
• UKHSA measles guidance and reporting routes
• Charities SORP 2026 overview and implementation considerations
• SAPHNA Independent School Nursing Governance Guidance (endorsed by the RCN) (as signposted in the episode)

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: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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 the delayed implementation of the Employment Rights Act 2025 means for contract variations and restructuring timelines
• How the postponement of mandatory payrolling for benefits in kind from HM Revenue & Customs affects payroll planning
• What new research from the University of Birmingham suggests about the time and cost of restrictive vs permissive smartphone policies
• How to use ISBA’s new Bursar’s Guide to ISI Inspections as a practical compliance tool
• What the forthcoming statutory allergy guidance means for senior leadership accountability
• Why now is the moment to review nursery sustainability in light of funded-hours pressures
• Key February deadlines and professional development opportunities

• Employment Rights Act 2025 — revised implementation timeline
• HMRC technical note on mandatory payrolling of benefits in kind
• University 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.)

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: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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 the updated Department for Education guidance on mobile phones means in practice from April 2026
• How Ofsted will factor phone policies into behaviour judgements
• What’s coming in new statutory allergy guidance—and how schools should prepare now
• The scale of fee-payment scams highlighted by IRIS Education research
• Why catering budgets for 2026–27 need to plan for sustained inflation, based on Independent Schools Catering Consultancy benchmarks
• Why participation in ISBA’s Data Navigator benchmarking with Barnett Waddingham matters
• Key February and spring-term dates bursars shouldn’t miss

• DfE: Mobile phones in schools — updated guidance
• ISBA allergy policy template and webinar (4 March)
• IRIS Education: Protect your school – a practical approach to cybersecurity
• ISCC catering budget benchmarks for 2026–27
• ISBA Data Navigator (data entry deadline: 12 February 2026)
• ISBA Annual Conference 2026 — bookings open with early-bird rates
• Regional Group meetings and Newly Appointed Bursars programme

(Full links available via the ISBA Weekly Bulletin and member resources.)

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: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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.

• How to benchmark supplier pricing effectively
• The impact of inventory management tech like Saffron Control
• Practical examples of sustainability in school catering
• The strategic role of menu design and community feedback
• What key questions bursars should ask about catering performance and contracts

Resources mentioned:

• Foodsight magazine: https://issuu.com/allmanhall/docs/foodsight_-_independent_education_january_2026
• Hero Recipes: https://issuu.com/allmanhall/stacks/1739dd65f7af4aab8ec6e802ae9b3484
• Independent Education brochure: https://issuu.com/allmanhall/docs/digital_independent_education_4pp_2025-26
• Royal Russell case study: https://youtu.be/ou8Cb6L6u5s?si=PxHPE8w6SDq4GDEh
• allmanhall website: https://allmanhall.co.uk/

New episodes every Friday at 4pm. Follow to stay informed on the latest in independent school operations.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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 2027
• Core drivers of cost
• Strategies for better menu planning and budgeting
• The role of plant-based and seasonal ingredients
• How catering quality links to student experience and retention

Plus:

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_2026
• Hero Recipes: https://issuu.com/allmanhall/stacks/1739dd65f7af4aab8ec6e802ae9b3484
• Independent Education brochure: https://issuu.com/allmanhall/docs/digital_independent_education_4pp_2025-26
• Royal Russell case study: https://youtu.be/ou8Cb6L6u5s?si=PxHPE8w6SDq4GDEh
• allmanhall 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: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

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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 waste
• The role of student voice in shaping more effective menus
• Operational changes made by the catering team based on the data
• Financial and sustainability benefits already being realised
• The wider educational impact on pupils’ awareness of food and waste

Whether 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.

• Digitally Website
• ISBA Reference Library (Members only)

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

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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.

• Why fundraising matters for financial resilience—even in smaller schools
• Gift Aid explained: what’s required, how to claim, and how to communicate it
• Governance essentials for bursars: policies, records, and ethical guardrails
• How to talk to parents about tax-efficient giving, without pressure
• Legacy giving and share donations: realistic strategies for schools
• What to do first, and what to avoid

• ISBA Reference Library: Fundraising and Development section
• HMRC Guidance on Gift Aid
• Charity Commission Fundraising Guidance
• “Remember A Charity” legacy campaign – rememberacharity.org.uk

For more from Angus and Clarity

www.clarityglobal.com/independent-schools-investment-management

Email: podcast@theisba.org.uk – we’d love to hear from you.

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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 2026
• 
  

Useful Links:

• Verify your identity with Companies House – GOV.UK
• Correcting VAT errors – GOV.UK
• Finance Conference 2026 – Book your place

Key Deadlines:

• 🐦 Early Bird: Submit Data Navigator responses by 16 January 2026
• 📊 Final deadline for Data Navigator: 12 February 2026

Contact ISBA Advice & Guidance:

📧 AdviceatISBA@theisba.org.uk

Subscribe for Weekly Briefings:

Stay updated with ISBA sector insights every Friday at 4pm. Available wherever you get your podcasts.

Email: podcast@theisba.org.uk – we’d love to hear from you.

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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.

• Why schools should now retain unsuccessful applicant records for 12 months
• How the FSM Contextual Data Service ensures disadvantaged pupils are recognised by UCAS
• What the Data Navigator offers bursars — and why early submission unlocks premium features
• The current energy price forecast — and how to time April/October 2026 renewals
• Why reception fees are subject to VAT but EY funding is exempt
• What ISI inspectors are asking about guardianship and homestay arrangements

• Update recruitment retention policies in line with the ACAS extension
• Evaluate if any pupils qualify for FSM contextual UCAS support and register with BAA early
• Block time for your team to upload data to the ISBA Data Navigator before 16 January
• Share the Technology Survey with relevant school staff before the Christmas break
• Run a price discovery exercise if your school renews energy contracts in 2026
• Review your VAT invoicing practices for local authority EY funding
• Prepare to evidence host family and guardianship vetting during inspections

• ISBA Reference Library – Recruitment & Data Retention (Login Required)
• FSM Contextual Data Service – Bursary Assessment Associates
• ISBA Data Navigator Tool – Barnett Waddingham
• Mindful Energy – Energy Market Update
• ISBA Reference Library – VAT & EY Funding (Login Required)
• HSE – Managing Drug and Alcohol Misuse
• Charity Commission – Hostile Environment Guidance

Independent 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 adviceat@theisba.org.uk.

Email: podcast@theisba.org.uk – we’d love to hear from you.

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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.

• 3.6% pupil drop in 2024–25
• VAT impact on fees and demand
• Budget 2025: rising NLW, NI relief cap
• Unfair dismissal: 6-month protection from 2026
• SEND reform on the horizon
• Sector positivity via Partnerships Week

• ISBA Website
• ISC Website
• Partnerships Booklet

Email: podcast@theisba.org.uk – we’d love to hear from you.

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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.

• Why ISI compliance rates have dropped—and the two areas most schools are struggling with
• Practical steps to improve inspection readiness, based on real inspection findings
• What’s changing with the HR1 Form from 1 December 2025—and how to prepare
• How the Employment Rights Bill will restrict “fire and rehire” and casual staffing arrangements
• Why spring 2026 is a critical window for contractual changes before new rules apply

• Review leadership oversight of safeguarding and attendance compliance
• Update 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 advance
• Plan staffing reviews now—consult early to retain flexibility ahead of October 2026
• Use the ISBA Advice & Guidance team to sense-check inspection readiness and staffing plans

• ISBA Reference Library – Inspections and Compliance (Login Required)
• Gov.uk – HR1: Advance Notification of Redundancies
• DfE – Working Together to Improve School Attendance (2024)
• HCR Law – Employment Law for Schools

Independent 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 adviceat@theisba.org.uk.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

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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.

• Why ISBA built Data Navigator and how it responds to member needs
• What makes the tool different from generic benchmarking platforms
• How schools can use it to assess staffing, pupil ratios, and operational spending
• Why structured participation now will deliver sector-wide insights by March 2026
• How data collected today can shape future guidance, training, and sector standards

• Register interest: Schools will receive the data form via ISBA communications
• Submit data: All entries must be completed by mid-February 2026
• Access insight: Sector-wide dashboards go live in March 2026, enabling integration into 2026/27 planning

• ISBA Reference Library – Benchmarking Tool Information (Login Required)
• ISBA Advice & Guidance – Need help? adviceat@theisba.org.uk

Help 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: podcast@theisba.org.uk – we’d love to hear from you.

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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.

• Updates from the latest ISBA news and bulletin headlines
• Why financial efficiency is about systems and people — not just savings
• How to identify bottlenecks and involve staff in process redesign
• The role of third-party audits and user feedback in driving improvements
• Strategic actions schools can take now to embed long-term efficiency

Katie Saunders, TASS Finance Consultant, Furlong Business Solutions

Katie 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.

• ISBA Bulletin and News Headlines: available via www.theisba.org.uk
• More on Furlong: https://furlongschoolbase.co.uk/
• Independent schools strategic finance guidance: see ISBA Reference Library
• Case examples and workflow audit tools: contact Furlong directly

If 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 podcast@theisba.org.uk.

And don’t forget — ISBA members can access additional resources on financial efficiency and systems reviews in the ISBA Reference Library after listening.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

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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.

• The 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 sector
• Key dates and CPD opportunities

Effective 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.

[ISBA Personnel Services – link]

Lucy's Wyatt contact details: 07817 038009

LucyWyatt@theisba.org.uk

https://www.theisba.org.uk/

Email: podcast@theisba.org.uk – we’d love to hear from you.

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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.

• Why 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.
• 
  

Fundraising 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.

• [Fundraising Futures Report – link]
• [ISBA Development Resources – link]

Email: podcast@theisba.org.uk – we’d love to hear from you.

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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.

• Updates from the latest ISBA news and bulletin headlines
• How AI-powered battery systems help schools optimise solar energy use
• Understanding fully funded energy models and how they deliver savings
• Case studies from schools already benefitting from these innovations
• Practical steps towards achieving energy independence and carbon reduction

Paul Gregory, Group Commercial Director, HSEnergy Group

Paul 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.

• ISBA Bulletin and News Headlines: available via www.theisba.org.uk
• See more from HSEnergy at www.hsenergy.co.uk
• Contact: info@hsenergy.co.uk for details on school energy projects
• ISBA Sustainability Resources and Guidance Notes (Reference Library)

If 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 podcast@theisba.org.uk.

And don’t forget — ISBA members can access additional sustainability resources and guidance in the ISBA Reference Library after listening.

Email: podcast@theisba.org.uk – we’d love to hear from you.

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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 documents
• ISBA’s confidential mentoring service: what it is and how it works
• A refreshed policy on Martyn’s Law, and how it’s shaping requirements for education settings
• Clarification on the DfE / ISI inspectorate transfer process for schools that join a recognised association

Then 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.

Kieran Smith & Josie Morgan Jones, Crowe

Experts 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.

• ISBA Reference Library: 2025 Parent Contract templates & comparison tool
• Recording of the ISBA webinar on the parent contract updates
• GOV.UK: policy paper on Martyn’s Law (10 October update)
• DfE / ISI inspectorate transfer guidance
• Contact for ISBA mentoring service: Lucy Wyatt ➜ recruiting@theisba.org.uk
• Josie and Kieran: Josie.Morgan-Jones@crowe.co.uk, Kieran.Smith@crowe.co.uk

If 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 podcast@theisba.org.uk.

And 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: podcast@theisba.org.uk – we’d love to hear from you.

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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 management
• The value of scenario-based exercises, even when time is tight
• Key crisis scenarios schools should prepare for — from safeguarding issues to reputational risks
• How better planning could also support schools' relationships with insurers
• And what the next evolution of crisis capability might look like for independent schools

If 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 2024–25
• ISBA Webinar: Preparing for Inspection – The New Normal
• ISBA 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.uk

Email: podcast@theisba.org.uk – we’d love to hear from you.

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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 date
• What’s new in this year’s questions – and what we’re hoping to learn
• How long the survey takes and why your individual response matters
• What happens with your feedback – and how ISBA plans to act on it

Whether 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: podcast@theisba.org.uk – we’d love to hear from you.

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

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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 safeguarding
• What inspectors are really looking for in 2025
• Practical steps schools can take this term to feel confident and prepared

We 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 schools
• New PRS & PPL Digital Music Licences – covering digital streaming, video use and internal music storage
• Recruitment spotlight – Cransley School seeks a Director of Finance
• NAB 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 documentation
• CEFM Contact – for queries about digital music licences
• ISBA Advice & Guidance Team – for VAT or bursary grant queries
• Membership Support – help accessing NAB sessions: membership@theisba.org.uk

💡 Subscribe & Share

Don'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 podcast@theisba.org.uk – we’d love to hear from you.

Email: podcast@theisba.org.uk – we’d love to hear from you.

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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 spaces
• How to ensure you remain compliant
• Top tips for getting the best products for your space
• What to look for when choosing suppliers
• How to get the most for your money

We also bring you this week’s must-know updates from the ISBA Bulletin, including:

• SI Framework & Documents Updated
• New EU Entry/Exit System for Travel
• New Roles at St George’s and The Cavendish
• Key dates for CPD events

💡 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 podcast@theisba.org.uk

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 production

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

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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 assessing
• Important updates to legislation
• Handy warnings around lithium-ion batteries and associated devices
• Real-world examples of assessing going well - and badly

We also bring you this week’s must-know updates from the ISBA Bulletin, including:

• New Statutory Guidance: Children Missing Education
• VAT Return Errors – New HMRC Guidance
• New Roles at St George’s and The Cavendish

💡 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 podcast@theisba.org.uk

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 production

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

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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, and
• Alex Hume, Operations & Compliance Director at Northampton High School (GDST)

Together, they share real-world insights into:

• Cutting costs without cutting corners
• Going digital with route planning and communication
• Safety, sustainability, and smart strategy
• Whether you manage an in-house fleet or outsource, this is essential listening.

We also bring you this week’s must-know updates from the ISBA Bulletin, including:

• Online SCR data breach – what bursars need to do now
• KCSIE 2025 – final changes and what’s still to come
• Martyn’s Law – preparing for 2027 without overreacting now
• Chair of Governors – important DfE clarification for new appointments
• EYFS framework – what's changed from September
• Charity SORP 2026 – lease reporting & income recognition updates
• ISC Pupil Numbers Survey – why your data matters now more than ever

📌 Resources & Links Mentioned:

• ISBA Reference Library – full documentation for all bulletin updates
• ICO guidance on handling data breaches
• DfE’s Martyn’s Law policy paper
• CPD booking links: Estates & H&S Conference, HR Conference, VAT webinars and more
• NAB #16 enrolment – email isbaadmin@theisba.org.uk

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📬 Have a question or topic you’d like us to cover?

Email us at podcast@theisba.org.uk

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 production

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.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 priority
• How Verkada’s sensor technology works and where it’s most effective
• The role of IP-CCTV, access control and visitor management in safer estates
• Common concerns from school estates teams — and how to overcome them
• Practical examples of multi-year rollouts and post-installation support

Whether 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.

Tom Piggott – UK Security Solutions Lead, Verkada

Mark Power – Project Manager, Net-Ctrl

• Learn more about Net-Ctrl and Verkada solutions
• Contact the ISBA Advice & Guidance Team
• Subscribe to the ISBA podcast for weekly updates

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 production

Email: podcast@theisba.org.uk – we’d love to hear from you.

The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com

Hosted on Acast. See acast.com/privacy for more information.