EHCP Annual Reviews and Phase Transfers

Annual Review guidance graphic

Suffolk is moving to a revised version of the Education, Health and Care Plan (EHCP) Review report. An EHCP must be reviewed at least annually; the Review report is used to share the recommendations from the review meeting back to the Local Authority (LA) to support the LA’s decision-making process.

Education settings in Suffolk will be asked to use a revised version of the EHCP Review report from May 2024. Some settings may be mid-way through reviews using the existing template and these will continue to be accepted by SEND Family Services. We may also make some revisions to the review report based on feedback from education settings throughout the summer term.

The revised review report will be available on Suffolk Learning and the Suffolk Local Offer websites. Changes to the revised report have been made to promote person centred planning, prompt forward thinking about transitions, enhance reporting of progress, and better support the capturing of input and views to inform the review.

We will also be coproducing a revised version of the Family Advice form, Child Views form and Preparing for Adulthood form (previously Moving into Adulthood) to improve how we gather views of children, young people, and parents and carers to input to the review of an Education, Health and Care Plan. Further details about this change, and what it means for children, young people and parents and carers will be shared in due course.


EHC plans should be used to actively monitor children and young people’s progress towards their outcomes and longer term aspirations. They must be reviewed by the local authority as a minimum every 12 months.

The first review must be held within 12 months of the date when the EHC plan was issued, and then within 12 months of any previous review, and the local authority’s decision following the review meeting must be notified to the child’s parent or the young person within four weeks of the review meeting (and within 12 months of the date of issue of the EHC plan or previous review).

Please bear in mind that an Annual Review is not just the meeting; it refers to the whole process and is only complete once the Local Authority have issued it’s decision following the meeting, and so enough time must be allowed in your planning to ensure this can occur within the statutory timescales.


Annual Review Documentation

Please send all Annual Reviews to the following dedicated Family Services mailboxes:

North (Lowestoft, Waveney, Suffolk Coastal) [email protected]
South (Ipswich North, East, South and West) [email protected]
West (Bury St Edmunds and Central Suffolk) [email protected]