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Annual Review Preparation

What happens at an Annual Review, the statutory timeline, what documents you should have, and how to prepare.

Factual information only — not legal advice

The Concept

Every EHCP must be reviewed at least once every 12 months (Children and Families Act 2014, s.44).

The Annual Review is your opportunity to:

  • Update the EHCP to reflect current needs
  • Request changes to provision
  • Request a change of placement
  • Highlight what's working and what isn't

The Timeline

EventStatutory Deadline
Review must happenWithin 12 months of last review
LA decision after meeting4 weeks from meeting
Time to respond to proposed amendments15 days
Final amended EHCP8 weeks from decision

What to Prepare

Before the meeting:

  1. Gather recent evidence — New reports, assessments, school progress data
  2. Review current EHCP — What's still accurate? What's changed?
  3. List outcomes — Have they been met? Should new ones be set?
  4. Document concerns — What provision isn't being delivered? What new needs have emerged?

Your views matter. Parents can submit their own report for the Annual Review (SEND Code of Practice 9.173).

What to Expect

The school or LA will:

  • Invite you and relevant professionals
  • Gather written reports before the meeting
  • Review progress against outcomes
  • Discuss whether the EHCP needs amending

After the meeting, the LA must decide within 4 weeks whether to:

  • Maintain the EHCP as is
  • Amend the EHCP
  • Cease the EHCP

What Aubis Does

Aubis helps you prepare:

  • Document vault keeps all your evidence organised
  • Timeline shows when your Annual Review is due
  • AiMapping compares current EHCP to recent reports
  • Email Intelligence tracks what's been discussed and promised

Aubis shows. You decide.

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