What is different about an EHCP phase-transfer review?

An EHCP phase-transfer review prepares for a move between educational phases and allows the local authority to review and amend the plan in time. It needs to consider the demands of the next setting, not simply repeat the previous annual-review discussion.

Start with the next phase’s demands

Consider teaching arrangements, travel, transitions, social opportunities, communication and independence. Gather information from the current school, pupil, family and potential receiving setting as appropriate. A larger site or subject-based timetable can create access needs that are less apparent in the current classroom.

Review needs and provision as well as placement

Ask whether the description of needs remains accurate and whether specified provision is suitable for the next phase. Identify what must continue and what needs adapting. Choosing a school name does not by itself explain how support will be delivered there.

Check the applicable statutory timetable

The review and amendment process must be completed in time for the relevant transfer. The usual deadline for school phase transfers is 15 February in the calendar year of transfer; the secondary-to-post-16 deadline is 31 March. Different rules can apply to some other transfers. Check regulation 18 and the circumstances rather than assuming all moves share one date.

Illustration: primary to secondary

A pupil manages transitions with one familiar teacher but needs visual information and adult help with unfamiliar routes. The review discusses the secondary timetable, access between rooms and how help will be requested. The transition plan includes practical familiarisation, while necessary ongoing provision is considered for the EHCP itself.

Include meaningful pupil preferences

Ask about hopes, worries and the activities the pupil wants to access. Use accessible communication and distinguish their view from an adult’s interpretation. Discuss parental or young-person placement preferences through the relevant statutory process; a review meeting does not guarantee a requested placement.

Do not confuse the meeting with completion

The local authority’s decisions and final amended plan are important steps after the review meeting. Track documents and dates, raise delays promptly and seek independent advice where needed. Proposed changes should not be treated as if they have already replaced the operative plan.