(blog)

Navigating the Phase Transfer Process for Children with EHCPs

Claire Walley
September 24, 2025

Transitioning between phases of education can be an exciting yet daunting time for children with Education, Health and Care Plans (EHCPs). As they move from primary to secondary school or from secondary to post-16 education, various changes can impact their emotional and academic journeys. Understanding the phase transfer process is crucial to ensuring these transitions are smooth and supportive.

Understanding the Phase Transfer Process

The phase transfer process refers to the transition from one educational phase to another. For children with EHCPs, this process requires careful planning and consideration to address their specific needs. Typically, this transition takes place:

1. From Early Years to Primary: Transitioning from nursery or preschool to primary school.
2. From Primary to Secondary: Moving from Year 6 to Year 7.
3. From Secondary to Post-16: Transitioning to college or vocational training.

Each transition presents its own unique challenges and opportunities.

Key Considerations

For children with EHCPs, the phase transfer process involves several important steps:

1. Annual Review Meetings: As children approach a phase transfer, it’s essential to hold an annual review meeting to discuss their progress, needs, and proposed changes to their EHCP. This will help ensure that appropriate provisions are in place at the next phase of education.

2. Collaboration with Schools: It’s vital to establish strong communication between the current and receiving schools. Staff from both schools should collaborate to support the transfer, sharing insights into the child’s strengths and needs.

3. Visiting the New Setting: Familiarisation visits to the new school can alleviate anxiety. Make it a point to visit together, allowing the child to explore the environment, meet key staff, and understand what to expect.

4. Understanding the New Curriculum: Each educational phase has different curricula and assessment methods. Providing explanations about what to expect can help manage fears around new subjects or teaching styles.

Tips for a Smooth Phase Transfer

To support children with EHCPs during this transition, here are some practical tips for parents, educators, and support staff:

1. Communicate Openly: Maintain a dialogue with the child throughout the transition process. Encourage them to express their feelings and concerns. Listening actively can empower the child and help them feel heard.

2. Create a Transition Plan: Develop a personalised transition plan that outlines the steps needed for a successful transfer, including timelines, key contacts, and specific strategies tailored to the child's needs.

3. Involve Support Services: Utilise the expertise of external professionals, such as educational psychologists, speech therapists, or social workers. Their involvement can provide additional support and strategies to ease the transition.

4. Focus on Social Integration: Encourage social connections by arranging playdates or informal meetings with potential classmates at the new school. Building friendships can significantly reduce anxiety about starting a new phase.

5. Reinforce Independence: Gradually encourage the child to take on more responsibilities, such as organising their school materials or managing their homework. This can build confidence and prepare them for increased independence in the next phase.

6. Monitor Progress: After the transition, keep a close eye on how the child adjusts. Follow up regularly with the new school, participate in meetings, and remain engaged in your child’s education to promptly address any emerging concerns.

How The SEN Expert Can Help

Navigating the phase transfer process can be complex and overwhelming. The SEN Expert offers valuable resources and support to help families and educators understand the intricacies of this transition. Whether you need guidance on how to approach annual reviews, assistance in liaising with schools, or insights into effective transition planning, The SEN Expert is here to assist.

For more information and resources, visit their website: The SEN Expert (https://www.senexpert.com).

Navigating the phase transfer process for children with EHCPs can be challenging, but it also presents opportunities for growth and development. By staying informed, maintaining open communication, and employing thoughtful strategies, parents and educators can provide essential support that empowers children to thrive in their new educational settings. Remember that transitions take time, and being patient and understanding will make all the difference. Together, we can help our children make these transitions successfully, paving the way for a brighter future in their educational journey.

The SEN Expert offers a range of services for young people, families and schools. We offer support for parents to help navigate the complex world of Special Educational Needs. We will work with you closely to ensure the best for your child.

The SEN Expert was set up by Claire in 2021 following a successful career spanning 12 years in school improvement, special educational needs, safeguarding and the arts.

Claire has worked as a Deputy Headteacher, Assistant Headteacher, Consultant and SENCO in both state and private schools in inner city London, the Southwest, the Midlands and the USA.

Throughout her career, Claire has ensured solid outcomes for the young people she has worked with. Be that a set of good exam grades, a placement in specialist setting or getting a part time job.

Claire is a working mother, and understands the challenges parents face trying to ensure their children are happy and successful. We aim to provide young people with a creative route to the personal and professional adult life they deserve.

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We offer support for families, children, and schools to navigate the complex world of SEN.

Check out our full list of services at our website www.thesenexpert.co.uk or follow us on Instagram @senexpert for daily advice on special educational needs.

The SEN Expert is a company registered in England and Wales with company number 13523478.