Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Template · Staff
Trainee Study Agreement & Clawback Template (UK, Free Download)
A professional agreement to formalise training support and protect firm investment.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A study agreement outlines the support your firm provides for professional qualifications, including costs and leave, while the clawback clause ensures you recover these costs if the trainee leaves shortly after qualifying.
Who is this sent to, and when?
- Sent to
- Trainee Staff
- When to send it
- Prior to commencing training
What should a study agreement include?
A solid agreement details the costs covered, exam leave policy, and repayment obligations.
- Course and exam fees
- Number of attempts allowed
- Paid study leave days
- Clawback period and sliding scale repayment
- Responsibility for failed exams
Why include a clawback clause?
Training investment is significant; a clawback ensures that if an employee leaves prematurely, the firm is not left out of pocket.
Ensure the repayment scale is reasonable and clearly communicated before training starts.
Preview the template
Template only. Review with a solicitor or your professional body before use.
Trainee Study Agreement & Clawback Template
Trainee Study Agreement
This agreement sets out the terms of study support for [Employee Name].
1. Study Support
[Firm Name] agrees to pay for [Qualification] tuition and exam fees up to £[Amount].
2. Study Leave
The Employee is granted [Number] days of paid study leave per exam.
3. Repayment (Clawback)
If the Employee leaves the firm:
Within 6 months of the final payment: 100%
Preview shows the opening and key sections. The full editable file is free to download below.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering.
What are the common mistakes?
- Unreasonable clawback terms
- Failing to specify who pays for re-sits
- Ambiguous study leave entitlement
- Not getting it signed before starting
“Companies House integration onboards clients in minutes; AML scoring keeps us compliant.”
Frequently asked questions
Is this enforceable?
Generally yes, provided the terms are reasonable and not considered a penalty.
Can I adjust the scale?
Yes, adapt the repayment percentages to match your firm's policy.
What if they fail multiple times?
The agreement should define the maximum number of attempts you are willing to support.
Does this cover travel?
It should specify if travel costs are included or excluded.
What if they are made redundant?
The clawback should not apply in cases of redundancy.
Should I include this in the main contract?
It can be an annex or a separate document signed alongside the main contract.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
