All Statements of special educational needs and Education, Health and Care (EHC) plans must be reviewed at least annually to ensure that the parents, the pupil, us, the school and all the professionals involved with the child or young person monitor and evaluate the continued effectiveness and relevance of the provision set out in the Statement or EHC plan.

A Transfer (Transitional Conversion) Review replaces the Annual Review when the Statement is in the process of being converted into an EHC plan. The SEND Regulations 2014 makes it clear that we must not seek new professional advice if it has previously been provided for any purpose and the person providing that advice, us, you or the young person is satisfied that it is “sufficient for the purposes of an EHC needs assessment”. We must convert existing Statements to EHC plans in line with transitional arrangements and requirements of the Children & Families Act 2014.See our Transition and conversions webpage for more details.

Review documents

You can download the forms needed to carry out an annual review for a child below:

  Download the annual review form

  Download the professionals contribution to reviews form

  Download the early years transfer review form

  Download the year 5 transfer review form

  Download the year 9 transfer (transitional conversion) review form

  Download the year 11-13 post 16 planning and transfer review form