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Details

Status:

Compliance

Category:

Finance

Title:

2024 to 2025 local health board, special health authorities and trust monthly financial monitoring return guidance

Date of expiry / review:

April 2025

Action by:

  • chief executives and directors of finance
  • local health boards / special health authorities / trusts / NHS Wales Shared Services Partnership / Joint Commissioning Committee

Required by:

Refer to annex 1 within guidance.

Sender:

Hywel Jones
Director of Finance NHS Wales
Health, Social Care and Early Years Group

Welsh Government contacts:

Head / Deputy Head of NHS Financial Management
Finance Directorate
Health, Social Care and Early Years Group
nhsfinancialmanagement@gov.wales

Enclosures:

Covering letter and guidance.

Welsh health circulars distribution list:

Board secretaries

  • Swansea Bay
  • Aneurin Bevan
  • Betsi Cadwaladr
  • Cardiff and Vale
  • Cwm Taf Morgannwg
  • Hywel Dda
  • Powys
  • Public Health Wales
  • Velindre Trust
  • Welsh Ambulance Service Trust
  • Digital Health and Care Wales
  • Health Education and Improvement Wales
  • NHS Wales Shared Services Partnership
  • Secretary to Board Secretary Group

Chief executives:

  • Swansea Bay
  • Aneurin Bevan
  • Betsi Cadwaladr
  • Cardiff and Vale
  • Cwm Taf Morgannwg
  • Hywel Dda
  • Powys
  • Public Health Wales
  • Velindre Trust
  • Welsh Ambulance Service Trust
  • Digital Health and Care Wales
  • Health Education and Improvement Wales
  • NHS Wales Shared Services Partnership
  • Joint Commissioning Committee

Chairs:

  • Swansea Bay
  • Aneurin Bevan
  • Betsi Cadwaladr
  • Cardiff and Vale
  • Cwm Taf Morgannwg
  • Hywel Dda
  • Powys
  • Public Health Wales
  • Velindre Trust
  • Welsh Ambulance Service Trust
  • Digital Health and Care Wales
  • Health Education and Improvement Wales
  • NHS Wales Shared Services Partnership
  • Joint Commissioning Committee

Directors of finance

  • Swansea Bay
  • Aneurin Bevan
  • Betsi Cadwaladr
  • Cardiff and Vale
  • Cwm Taf Morgannwg
  • Hywel Dda
  • Powys
  • Public Health Wales
  • Velindre Trust
  • Welsh Ambulance Service Trust
  • Digital Health and Care Wales
  • Health Education and Improvement Wales
  • NHS Wales Shared Services Partnership
  • Joint Commissioning Committee

Welsh Government

  • Director General/Chief Executive NHS Wales
  • Deputy Chief Exec NHS Wales
  • Deputy Director of Finance NHS Wales
  • Health, Social Care and Early Years Head of NHS Financial Management
  • Health, Social Care and Early Years Head of Financial Control and Governance
  • Health, Social Care and Early Years Operations Team
  • Health, Social Care Early Years Communications Team

Other

  • Technical Manager Clinical Governance and NHS Sector, Audit Wales
  • National Director Financial Planning and Delivery Unit, NHS Executive

2024 to 2025 local health board, special health authorities and trust monthly financial monitoring return guidance

20 May 2024

Dear colleague

Please find enclosed the 2024 to 2025 local health board, special health authority and trust monthly financial monitoring return guidance and associated submission templates.

Organisations have been asked to develop robust plans that deliver against the priorities for 2024 to 2025 set out in the NHS Planning Framework from within 2024 to 2025 allocations. A clear expectation has been set that organisations will operate within core allocations. We know that, as in 2023 to 2024, this financial year will present financial challenges, and it is essential that your monthly financial returns include a robust assessment of your forecast outturn and any risks to delivery, supported by high quality financial information which complies with the attached guidance.

Within that context, some areas of improvement have been made to the monitoring returns submission templates. Organisations are also reminded that the extant detailed savings guidance on the savings categories continues to apply.

I remind you that this information should form a key part of the financial governance of your board, and the timeliness and quality of the information provided should reflect that.

The detailed guidance sets out the changes made this year to the data requirements and completion principles.

Yours sincerely

Hywel Jones

Director of Finance