Case study – Making money work harder: Using investment income to drive innovation across your trust
With rising costs, uncertain funding settlements, and increasing pressure on already stretched budgets, many MAT leaders are rethinking how trusts can generate sustainable income beyond traditional funding streams. This session explores how one trust is using investment income from reserves to create new opportunities for schools, transforming finance from a function focused purely on cost control into a strategic driver of innovation and improvement. Hear how a carefully managed investment strategy is generating significant annual income that schools can bid into for transformational projects, alongside wider lessons on income generation, financial resilience, and long-term planning in an uncertain environment. Designed for CFOs, COOs, and CEOs, the session will also explore practical considerations around reserves management, communicating financial strategy to non-financial stakeholders, and balancing efficiency, compliance, and educational impact across the trust.