Administration 33: Mutual Fund 2017/18

The Mutual Fund Calculator for 2017/18 is now available. The Mutual Fund premium rates will remain the same from 2016/7 to 2017/8.

Please note that all non-maintained schools (Academies/Free Schools) who wish to join or stay part of the Mutual Fund for 2017/18, are required to complete the online staffing form (as of the January 2017 payroll run); without this information the Mutual Fund Team will not be able to calculate your premium for the coming year.

If you’re already subscribed to the Mutual Fund, but wish to amend your buy-in level, please use the Amend your existing mutual fund agreement form; otherwise we will assume you wish to remain at the same level.

As ever, if you were not a member of the Mutual Fund in 2016/17 but would like to Join the Mutual Fund for 2017/18, a 7% joining fee will also be incurred.

To opt out of the Mutual Fund for 2017/18, you will need to fill out the Leave the Mutual Fund Online Form.

Please respond with any actions required prior to 31st March 2017.

Our Mutual Fund Webpage will answer a lot of queries you may have, but should you have any further queries or questions, please email the Mutual Fund Team (financeschoolsmutualfund-mailbox@devon.gov.uk).

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