SEND Local Offer

Transfer review

Children and young people with statements or LDAs are being transferred to EHC plans through a transfer review as part of an assessment of the child or young person’s education, health and care needs.

The local authority is responsible for organising the process for converting statements to plans and for agreeing a new EHC plan. However, the local authority will request the school, college or setting to arrange and hold the transfer review. 

A transfer review is a one off meeting led by the school, college or setting with the child or young person and their parents/carers and other involved professionals where the child or young person’s views, interests and aspirations, current educational, health and care needs, outcomes and ongoing support needs (including the option of a personal budget) are discussed. This is done as part of the existing processes for reviewing children and young people's progress.