Annual Reviews

What is an annual review?

An annual review is a legally required meeting to review a child or young person's EHC plan. It looks at whether the plan is still accurate, whether the provision is working, and what progress has been made towards the outcomes.

The first review must take place within 12 months of the plan being issued. After that, reviews must happen at least once a year.

Who attends?

The annual review is usually attended by:

• You (the parent or carer) and your child, if they wish to attend.
• The SENCO and key teachers from your child's school or setting.
• A representative from the local authority.
• Health and social care professionals, if they are involved.

Preparing for the review

You should receive an invitation and copies of all reports at least two weeks before the meeting. Take time to read them, note any concerns, and think about what is working well and what is not.

Consider bringing a friend or advocate for support, and prepare a short list of points you want to raise. Your child's views should be captured before the meeting — either in writing or through a one-page profile.

Phase transfers

If your child is moving to a new phase of education (for example, from primary to secondary, or from school to post-16), the annual review in the year before transfer is especially important. The local authority must review and amend the plan in time for the move.

For transfers between phases, the amended plan must be issued by 15 February in the year of transfer, or by 31 March for post-16 transfers.