Financial management and reporting

Our detailed directory of all the resources the HFMA has on offer.

The example has been updated to reflect the changing financial landscape, to flag future changes to guidance, and minor changes.

NHS organisations are using robotic process automation (RPA) in a range of clinical and non-clinical areas, to streamline administration tasks.

This round-up is a brief update on the issues discussed at the HFMA’s VAT Sub-committee as well as other VAT/ tax issues in the NHS.

Charities trustees should assess whether their charity is a going concern. This briefing provides practical guidance on making this assessment.

The briefing sets out the NHS environmental sustainability commitments and reporting requirements across the United Kingdom.

This briefing summarises the current audit context and shares top tips to plan for an audit that runs as smoothly as possible.

This short paper is intended to support audit committee members to easily understand the range of external audit reports and additional powers.

This paper sets out the remuneration report requirements, along with references to additional guidance and issues for NHS bodies to consider.

This paper covers: what a good year-end working paper looks like; good practice arrangements; and some key issues to consider for 2023/24.

Charity regulation is varied and complex - this briefing highlights key announcements that might affect NHS charities throughout the UK.

This briefing set out for members what the head of internal audit opinion is and why it is important, along with key requirements and considerations.

This briefing provides members with key year-end reminders for the 2023/24 annual report and accounts.

There is one major change, for NHS bodies to meet the requirements of phase one of the implementation of the Task Force on Climate Related Disclosures

Based on conversations with auditors and preparers, this briefing gives some hints and tips on preparing a well-tailored annual report and accounts.

An explanation for those not involved in producing the annual report and accounts why they should take action when asked for information for it.

This paper is intended to update HFMA members on developments in financial reporting that may affect them as finance professionals working in the NHS.

The HFMA is broadly supportive of the proposals but members are very concerned about the impact on their bottom line and capital allocations.

An overview of the commissioning of secondary & tertiary healthcare from NHS providers under the NHS payment scheme & NHS standard contract.

A comprehensive guide of how the NHS finance regime works, as well as the wider landscape in which it operates.

The HFMA has responded to the consultation on the changes to the NHS standard contract for 2024/25

The HFMA has responded to the consultation on the 2024/25 NHS payment scheme.

This supplement showcases the 2023 winners and those shortlisted for awards. The winners were announced during the HFMA annual conference in December.

The consultation proposes the development of a streamlined, principles-based code - something that the HFMA supports.

This round-up is a brief update on the issues discussed at the HFMA’s VAT sub-committee. We aim to publish it after each VAT sub-committee meeting.

NHS bodies will be required to apply IFRS 17 from 1 April 2025. So, they will need to assure themselves that they have identified all such contracts.

The map brings together the key guidance and models to support effective corporate governance within the NHS.

In July and August 2023, the HFMA surveyed its members about the year-end process to see whether there were any lessons that could be learned.

NHS charities' beneficiaries are patients. This means that spending charitable funds on NHS staff needs careful consideration by trustees.

The Northern Ireland Executive has agreed a Budget for 2024/25 with no department receiving the level of funding it bid for.

Research by the Liberal Democrats has shown that more than 2,000 NHS hospital buildings in England were built before the service was founded in 1948.

With just two months of the financial year to go, NHS systems were on course for a £1.1bn overspend for 2023/24, NHS England revealed last week.

A new independent body should be set up to monitor NHS performance and to inform the setting of NHS budgets for the medium and long term.

A capital incentive scheme that aims to boost A&E performance has been labelled as divisive by healthcare leaders.

Chancellor Jeremy Hunt’s spring Budget held two big announcements for the NHS.

For most NHS bodies, it’s a relatively quiet year from a financial reporting perspective.

A recent HFMA roundtable, supported by AdviseInc, explored the finance role in improving procurement and the data needed to inform this.

Developments in the world of healthcare in the past three months.

The March 2024 issue of the HFMA's Healthcare Finance magazine.

The technical forum focused on several key issues for CCGs as the NHS develops into 2021/22 and beyond.

This virtual conference provided NHS chairs with a unique learning and networking opportunity alongside valuable insight for those in leadership roles

This forum covered a range of hot topics for providers designed to stimulate debate and discussion

This forum covered a range of hot topics for commissioners designed to stimulate debate and discussion

This forum was designed as an update on NHS finance current priorities covering the role of the non-executive

The regulatory and accounting framework for charitable funds is very different to that of NHS bodies

The day covered why we cost and the costing process, and was for those that would benefit from an overview of costing or those new to costing.

This two day conference was designed to assist all those involved in the planning and delivery of the annual accounts process for the year 2021/22.

This was a delegate-led day tackling specific technical costing challenges.

The value masterclass shared examples of organisations and systems that have pursued a value-driven approach and the results they have achieved.

This conference provided a unique learning and networking opportunity for NHS Chairs

This was a must-attend conference for those looking for support to meet costing requirements.

During this webinar, delegates had the opportunity to contribute their ideas and help shape the future for costing.

The day covered why we cost and the costing process.

This webinar explains what social investment is and demonstrates how it is being used to improve end of life care in Oxfordshire.

This event focused on how finance teams can support their organisations and systems to prepare for 2023/24.

This conference sought to update all those involved with the finance and governance of NHS charities with any changes to practices and procedures.

This forum brought together DoFs, CFOs and deputies to attend, with national updates, topical issues and sharing best practice.

This event was for those that would benefit from an overview of costing in the NHS or those new to costing.

This two day conference assisted all those involved in the planning and delivery of the annual accounts process for the year 2022/23.