Understanding Annual Reviews

This page provides information on the annual review process of statements of special educational needs

An annual review is a check on whether the statement or EHC Plan is still right for your child. It must take place at least every 12 months but for children under five, the LA may review it at least every six months. A transition review looks ahead to post 16 options for pupils in Year 9.

Interim reviews are held outside the normal 12 month period and are called for various reasons e.g.:

  • your child is at serious risk of disaffection or exclusion
  • the LA has to meet the deadline for naming a new middle or secondary school
  • your child’s needs have changed suddenly.

Review timetable

At least two weeks before a school term, the LA informs the headteacher in writing about which pupils’ statements/EHC plans must be reviewed that term.

The Head asks for advice from parents and professionals and invites them to a meeting.

The Head sends copies of the advice to parents and any professionals attending the review meeting at least two weeks beforehand and asks for their comments and feedback.

The meeting takes place. Following the meeting the Head reports to the LA on the outcomes of the meeting.

The LA decides whether to make any changes to the statement/EHC Plan. They must inform parents within one week of deciding to make any changes.

Parents have a right of appeal if the LA refuses to change the EHC plan or wants to make any changes that the parent does not agree with following an annual review. This is to the First-Tier Tribunal (Special Educational Needs and Disability).