Audit Commission

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This briefing is based on a review of primary care trust (PCT) local delivery plans and medium term financial plans. We have visited a sample of PCTs to identify the characteristics and activities associated with good medium-term financial planning. We have also spoken to strategic health authorities to obtain their views on how financial planning should be managed across health economies. The briefing provides a commentary on current PCT performance in medium-term financial planning. It then gives detailed guidance for PCTs to use as necessary. The briefing is aimed at PCT finance directors, PCT Boards and all those involved in the planning process; both finance and non-finance staff. It is intended to encourage PCTs to prioritise medium-term financial planning.

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