Personal Education Plan (PEP)

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.

All Halton DTs have had training in completing and using Boxall Profiles and have access to the online Boxall through the Virtual School subscription.  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. 


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.

​ ​ PEP meeting takes place - discussions around the PEP document and any additional placement or education needs or changes.

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.

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.

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

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.

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

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

Files to Download

Other pages


Contact us

Halton Virtual School

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