Home Help for families Information & Advice Education EHC plans & assessments (England only) Annual reviews
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Your local authority must review your child's Education, Health and Care (EHC) plan at least once a year. This is to look at how your child is progressing and to ensure that the plan is kept up to date. This process is known as the annual review.
The information on this page is for families in England only. I live in Northern Ireland, Scotland or Wales.
Your local authority must review your child’s Education, Health and Care (EHC) plan at least once a year. This is to look at how your child is progressing and to ensure that the plan is kept up to date. This process is known as the annual review.
The annual review is a formal process that must follow certain legal requirements. It includes a meeting, but this is not the only part of the process. The responsibility for carrying out annual reviews lies with the local authority, but in most cases the local authority delegates organisation of the review meeting to your child’s school.
Your child’s first annual review must take place within 12 months of their plan being first made. After that, each review should take place within 12 months of the previous review.
Watch an animation from our friends at the Council for Disabled Children (CDC) about EHC plan annual reviews
We’ll look first at what happens during a review and then explain how you can prepare for the review meeting.
The annual review process can be broken down into several steps.
Each term the local authority must notify schools which of their pupils’ EHC plans need to be reviewed in the coming term.
The next stage is for the school to organise a meeting between people involved in your child’s education.
The following people must be invited:
The school may also invite other people involved in supporting your child, for example a teaching assistant, a speech and language therapist, or a specialist advisory teacher. In practice, who attends will depend very much on your child’s needs and circumstances.
You must be given at least two weeks’ notice of the date of the review meeting.
The school will also ask the people they invite to send in written advice (reports) in advance. Any reports must be circulated to everyone invited at least two weeks before the meeting. This will give you time to prepare. See the section below on preparing for the review meeting
The purpose of the meeting is to gather everyone’s opinion about how your child is being supported and to make recommendations about any changes needed to the EHC plan. The meeting must consider the following:
And the guidance suggests it should also consider:
The meeting should also set interim targets for the following year.
Following the meeting the headteacher must compile a review report with recommendations for any changes that should be made to the EHC plan. They must send a copy of the report to the local authority and to all those invited to the meeting, including the parent. As well as the headteacher’s recommendation, the report should record any differences of opinion.
This report must be sent to the local authority within two weeks of the meeting. The report must include all the evidence gathered as part of the review process. That would include your parental views.
Within four weeks of the review meeting, the local authority must make a decision about the recommendations in the review report and notify the parent of this. The decision might be:
The local authority’s written decision concludes the review process.
If the local authority wants to make changes to the plan, they must send you an amendment notice. This sets out the changes it proposes to make and includes any evidence it is relying on to make this decision. You must be given 15 days to give your views on the proposed changes. If you want a change of school, you can express your preference at this point.
If you disagree with the local authority’s decision at the final step of the review, you have a right to go to mediation and/or appeal to the First-Tier Tribunal. This may be the case if:
For more information on what to do next, see our page on Tribunal appeals.
It is important to prepare as well as you can, as the annual review is your chance to ensure that your child’s EHC plan is fit for purpose. It may be that all is going well and the plan only needs minor tweaks. Or it could be that the school can no longer meet your child’s needs and you are looking for a different school.
The local authority or school organising the review meeting will ask you to send your views in advance. They may send you a form to fill in, but you don’t have to be limited by this.
Think about the past year and what has gone well, or not so well, in your child’s education. Has your child met any targets that were set at their last review? How is your child doing both academically and socially? If there have been any particular problems at school, for example, behaviour, bullying, attendance, or anxiety, describe these as well. If you need to ask any questions about your child’s progress or support at school, make a note of these.
You should have received copies of any written reports that professionals have contributed to the annual review. Go through all these reports and make a note of anything you would like to discuss at the meeting. Do you agree with the views others have expressed about your child and the support they are receiving? Do the reports make any recommendations for changes to your child’s support?
Next, go through your child’s EHC plan carefully. Look particularly closely at the education sections B, F and I, as well as the outcomes in section E. Our page on EHC plans explains the different sections in more detail. The annual review is your chance to say if you think the EHC plan is still correct or if any changes need to be made. In particular:
This should be an accurate description of how your child learns and what they can and cannot do. Does it still describe your child as you know them? If not, make a list of what you think should be taken out, changed, or added to this part of the EHC Plan.
This describes all the extra help your child must get, for example 1-1 support from a teaching assistant, or weekly therapy. Is it clear how much and what kind of help your child must receive? Is it clear how often this help should be given and who should be giving it? Do you think your child’s needs have changed in the past year? Do you think they need more help, or a different kind of help?
Are you happy with the school placement or do you think your child should go to a different kind of school or college? If so, you can say what you would prefer.
How is your child progressing towards the outcomes set in section E? Do these need revising because they have been met or are no longer appropriate?
Depending on your child’s needs, you may also want to ask for changes to be made to the health or social care sections of the EHC plan. If that is the case it is sensible to ask for relevant professionals to be involved in the review.
The annual review is also a chance to ask for a personal budget if you didn’t do this when the EHC plan was first made. See our page on personal budgets for more information.
What can you do if you have concerns about your child’s EHC plan but it’s a while until the next annual review?
The first step is to check the plan. You may have a good plan but the school is not providing what is specified. Alternatively the plan may be inadequate or the school no longer suitable.
In this case the first step would be to raise your concerns through a meeting with the SENCO and give the school a chance to put things right. Be as specific as you can about what is not being provided, and put your concerns in writing. Ask to meet again in, say, another month.
If the help in the plan is still not being provided, the next step is to go back to your local authority. The local authority has a legal duty to secure the special educational provision in the EHC plan. You can make a formal complaint to the local authority if this isn’t happening.
In this case you have a couple of different options.
You can ask the local authority for a full reassessment. This takes the same form as and has similar timescales to the original EHC needs assessment. This won’t be a quick fix but may be worthwhile if your child’s needs or circumstances have changed substantially. If you put in a request for reassessment and are turned down, you have the right to mediation and/or appeal to the First-Tier Tribunal.
If you feel that things have reached a crisis point and the educational placement is at risk of breaking down, you can ask the local authority to arrange an emergency review. This should always be considered where a child is at risk of permanent exclusion.
Any such review is at the discretion of the local authority, and there is no legal duty on them to arrange it. It will help if you can get the school’s backing, for example if it is no longer a suitable placement. If you are requesting an emergency review, ask the local authority to run it as an annual review with the same timescales. That will then trigger appeal rights if you are not happy with the outcome.
Any questions about support at school? How to get an EHC plan? What kind of school is best for my child? Call our freephone helpline on 0808 808 3555 and talk to one of our education advisers.
Read our information about education in Wales.
Find out about the system of support for children with special educational needs in Northern Ireland on the NI Education Authority website or Senac (special educational needs advice centre).
In Scotland, the system of support for children with additional support needs is called additional support for learning. You can read more about it on the Enquire website.
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