Personal Education Plan (PEP)

All Halton PEPs are now completed on the Welfare Call system as an electronic PEP.  Training has recently been provided to DTs in all Halton schools as well as out of borough schools where there are Halton CIC on roll. If you are a DT who has missed this training, or you are new to the role, then please contact the relevant PEP co-ordinator for your Key Stage or alternatively send us an email at 



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

Halton DTs have also had training in completing and using Boxall Profiles and have access to the online Boxall through the Virtual School subscription (for queries around access to this please contact the virtual school team).  Therefore it is expected that Boxall Profiles are completed for our CIC and attached to their PEPs whilst using them to inform target setting and evidencing progress.  For more information, please visit the Boxall Profile Online page.

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.  Invites to be sent to relevant PEP Coordinator/Lead in the Virtual School team.


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


PEP meeting takes place - all parties contribute to discussions around information on the PEP document and any additional placement or education needs or changes.

SOCIAL WORKER logs into Welfare Call to check details and has the option to amend any comments.

SCHOOL will review and add any additional comments from relevant parties that were made at the meeting. Once the PEP document is complete on Welfare Call school will submit it, attaching any relevant documents.

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

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 or information is missing from the document, 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.

Once feedback has been provided by PEP COORDINATORS, the PEP will be authorised on Welfare Call.

SCHOOL should put interventions in place as soon as the PEP has been completed rather than waiting for funding to be sent to schools first.

PP+ requests are forwarded to the Finance team to process for journal schools and Admin team for cheque book schools.

VIRTUAL SCHOOL will email schools to inform them of when PP+ payment has been processed.

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Halton Virtual School

Halton Borough Council,
Rutland House Floor 1,
Halton Lea, Runcorn WA7 2GW

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