Whitepapers
Navigating the Complexities of NHS Income Management
In this whitepaper, Helen Cookson shares insights from her NHS finance experience on managing income amid uncertainty. She outlines how integrated processes, high-quality data, and clear logic help trusts improve accuracy, reduce risk, and make informed financial decisions.

Income at Risk: Why NHS Income Systems Must Evolve
In this whitepaper, Helen Cookson reflects on lessons learned from years working in NHS income management. She explores how fragmented systems, manual processes, and bespoke tools create risk—and why integrated, automated, and transparent income solutions are now essential.
By focusing on data accuracy, system resilience, and value-added analysis, trusts can reduce errors, free up finance teams, and strengthen confidence in their reported income.

Delivering the NHS Medium-Term Planning Framework (MTPF)
The NHS is entering a decisive shift in how it plans, budgets and forecasts. The new Medium‑Term Planning Framework (MTPF) requires Trusts to move beyond annual cycles and adopt integrated, multi‑year plans that align financial, workforce, activity and operational assumptions. This whitepaper explains what the new expectations mean in practice, outlines the gaps between today’s processes and the future required state, and provides a clear view of what “credible forecasting” looks like under NHS guidance.
It also offers practical steps for transitioning to this new model, supported by example scenarios and a structured approach to improving data, governance and collaboration. Finally, it highlights how modern planning environments, including LOGEX’s integrated budgeting and forecasting solution, can help organisations build the capabilities needed to confidently deliver their medium‑term financial strategy.

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