Plans & Provision

The EHC plan annual review process: what does it involve?

How often an EHC plan has to be reviewed, what can be changed, and what happens if the local authority says no.

An EHC plan has to be reviewed at least once every 12 months, to check it's still accurate and that the provision it describes is still meeting the child's needs.

What does the review actually involve?

A formal process, typically a meeting with the school, relevant professionals, and the family.

What can be changed at review?

  1. The description of needs
  2. The provision itself
  3. The named placement
  4. A request for something like a personal budget or an EOTAS package

From Year 9 onward, annual reviews also have to include planning for what happens after school, sometimes called preparing for adulthood.

What if the local authority says no to a requested change?

That decision can itself be appealed to the SEND Tribunal, on the same basis as other content-related appeals.

Knowing what you're actually entitled to raise at an annual review, before you're sitting in the meeting, makes a real difference. SEND Assistant helps you prepare for what's coming and what to ask for. Try SEND Assistant free.

Frequently asked questions

Who has to attend an annual review meeting?

Typically the school, relevant professionals involved with the child, and the parents or young person.

Can I request a review earlier than 12 months?

Yes, in some circumstances an early review can be requested, though it isn't automatic.

What happens to the plan while a review is ongoing?

The existing plan remains in effect until formally amended.

Does the annual review always result in changes?

No, a review can confirm the existing plan is still appropriate without any changes being made.

Is preparing for adulthood only relevant near school-leaving age?

No, it's required from Year 9 onward, well before most young people actually leave school.

This article is for general information only and does not constitute legal advice. Access to Justice is not a law firm and cannot represent you.

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