Personal Education Plan

Halton's PEPs were developed by a working group with representations from early years settings, primary schools, secondary schools, social care and the virtual school as well as consultation with the Children in Care Council.

PEPs need to be completed on a termly basis for children aged 3 - 18.

It is now a requirement for a Boxall Profile Online to be completed on a termly basis for all Halton CIC alongside their PEPs.  For more information, please visit the Boxall Profile Online page.

Early Years - Nursery Age 3-4 & Reception

Halton Early Years PEP Form - August 2019.docx

Halton Early Years PEP Guidance -August 18.pdf

Halton Early Years PEP - Aug 18 Exemplar.pdf

Early Years Foundation Stage Progress.pdf

Primary - Key Stage 1 & 2

Primary PEP Form - August 2019.docx

Primary PEP Form Guidance - August 2019.pdf

Primary PEP Form Guidance - August 2019.pdf

Progress in Key stage 1 and 2.pdf

Secondary - Key Stage 3 & 4

Secondary PEP Form 2019-20.docx

Secondary PEP Form Guidance 2019-20.pdf

Secondary PEP Completed Exemplar 2019-20.pdf


Post-16 PEP Form - Jan 2020.docx


 For support with Pupil Premium Plus including how to apply and interventions that have identified, please visit the Pupil Premium Plus page.

PEP Process Flow Chart

 The following flow chart outlines the roles and responsibilities within our PEP process:


​ ​SOCIAL WORKER initiates PEP process by arranging a date for the PEP meeting and ensure all relevant parties are invited. 


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SCHOOL completes the PEP document prior to the meeting - support from PEP Coordinators is available where needed. 

NB:  PEPs need to be signed off by the Designated Teacher.

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​ ​ ​PEP meeting takes place - discussions around the PEP document and any additional placement or education needs or changes.
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​ ​ ​SCHOOL will review and add any additional comments from relevant parties that were made at the meeting. Once the PEP document is complete, school will email this to PEP coordinators Joanne Lloyd (Early Years & Primary) OR Peter McPartland (Secondary) AND virtual school inbox (

The PEP document needs to be received and quality assured within 10 working days of the meeting taking place.

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PEP COORDINATORS will quality assure the PEP and VIRTUAL SCHOOL HEAD will review PP+ requests. This will be done using the quality assurance criteria and each document RAG rated.

If PP+ requests need clarification PEP coordinators will contact schools for further information. Feedback will be provided to school and social worker.

If the PEP does not meet the quality assurance criteria, funding may not be given.

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​ ​ ​Once feedback has been provided by PEP Coordinators, they will send the PEP document to PEP completion to be inputted onto Eclipse.

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PEP Coordinators will input the original PEP onto Eclipse and complete the quality assurance process.

SCHOOL should put interventions in place straight away rather than waiting for funding to be sent to schools.

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​ ​ ​PP + requests are forwarded to Finance team to process for journal schools and Admin team for chequebook schools.

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​ ​ ​VIRTUAL SCHOOL will email schools to inform them of PP+ payment.


Here's a downloadable version of the PEP Process Flow Chart : PEP Process Flow Chart - Sept 2020.pdf