The Education (Student Support) Regulations 2006

Made: 23rd January 2006

Laid before Parliament: 7th February 2006

Coming into force: 1st March 2006

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PART 1 — GENERAL

Citation, commencement, application and extent

1

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Interpretation

2

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Revocation, savings and transitional provisions

3

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PART 2 — ELIGIBILITY

Eligible students

4

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Designated courses

5

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Period of eligibility

6

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Transfer of status

7

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PART 3 — APPLYING FOR SUPPORT AND PROVISION OF INFORMATION

Applications for support

8

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Time limits

9

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Information

10

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PART 4 — FEE SUPPORT

CHAPTER 1 — TYPES OF FEE SUPPORT AVAILABLE

New system students

11

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Old system students

12

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Students becoming eligible in the course of an academic year

13

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Events

14

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Disabled students

15

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CHAPTER 2 — FEE LOANS FOR NEW SYSTEM STUDENTS

Availability of fee loans to new system students - general

16

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Standard entitlement of new system students who have not studied on a previous course

17

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Standard entitlement of new system students who have studied on a previous course

18

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Standard entitlement of new system students on end-on courses and certain degree courses

19

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Amount of the fee loan

20

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CHAPTER 3 — GRANTS FOR FEES FOR OLD SYSTEM STUDENTS

Continuing students

21

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Transferring students

22

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End-on courses

23

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Gap year students who have not studied on a previous course

24

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Gap year students who have studied on a previous course

25

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Availability of the grant for fees to old system students for years of repeat study

26

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Amount of the grant for fees for a course at a publicly-funded institution

27

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Amount of the grant for fees for a course that is provided at a private institution on behalf of a publicly-funded institution

28

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Amount of the grant for fees for a course at a private institution

29

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CHAPTER 4 — FEE CONTRIBUTION LOANS FOR OLD SYSTEM STUDENTS

Availability of fee contribution loans to old system students

30

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Amount of the fee contribution loan

31

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CHAPTER 5 — INTERPRETATION OF PART 4

Previous course

32

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Bursary year, ordinary duration, preliminary course, qualifying year of study and standard academic year

33

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Miscellaneous

34

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PART 5 — GRANTS FOR LIVING AND OTHER COSTS

CHAPTER 1 — TYPES OF GRANTS AVAILABLE

New system students

35

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Old system students

36

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CHAPTER 2 — GENERAL PROVISIONS

General qualifying conditions for grants for living and other costs

37

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CHAPTER 3 — DISABLED STUDENTS' ALLOWANCES

Qualifying conditions for the disabled students' allowance

38

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Amount of the disabled students' allowance

39

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CHAPTER 4 — GRANTS FOR DEPENDANTS

General

40

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Adult dependants' grant

41

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Childcare grant

42

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Parents' learning allowance

43

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Calculations

44

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Interpretation of Chapter 4

45

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CHAPTER 5 — GRANTS FOR TRAVEL

Qualifying conditions for the grant for travel

46

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Amount of the grant for travel

47

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CHAPTER 6 — MAINTENANCE GRANTS FOR NEW SYSTEM STUDENTS

Qualifying conditions for the maintenance grant

48

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Amount of the maintenance grant

49

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CHAPTER 7 — SPECIAL SUPPORT GRANTS FOR NEW SYSTEM STUDENTS

Qualifying conditions for the special support grant

50

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Amount of the special support grant

51

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CHAPTER 8 — HIGHER EDUCATION GRANTS FOR OLD SYSTEM STUDENTS

Qualifying conditions for the higher education grant

52

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Amount of the higher education grant

53

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PART 6 — LOANS FOR LIVING COSTS

CHAPTER 1 — QUALIFYING CONDITIONS

Qualifying conditions for the loan for living costs – new system students

54

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Qualifying conditions for the loan for living costs – old system students

55

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CHAPTER 2 — MAXIMUM AMOUNTS OF LOANS

General

56

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New system students with full entitlement

57

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Type 1 and type 2 teacher training students

58

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Old system students with full entitlement

59

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Students with reduced entitlement

60

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CHAPTER 3 — MISCELLANEOUS

Quarters in respect of which the loan for living costs is payable

61

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Students falling into more than one category

62

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Students residing with parents

63

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Students becoming eligible in the course of an academic year

64

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Disabled students

65

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Increases in maximum amount

66

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Deductions from loans for living costs

67

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Applying for an additional amount of loan for living costs

68

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Categories of student

69

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Interpretation of Part 6

70

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PART 7 — INTEREST AND INSOLVENCY

Interest

71

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Insolvency

72

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PART 8 — FINANCIAL ASSESSMENT

Calculation of contribution

73

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Application of contribution – new system students

74

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Application of contribution – old system students

75

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Order of application

76

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Application of contribution to loan for living costs

77

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PART 9 — PAYMENTS

Payment of grants for fees

78

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Payment of fee loans and fee contribution loans

79

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Payment of loans – information requirements

80

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Payment of grants for living and other costs and loans for living costs – timing of payments

81

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Payment of grants for living and other costs and loans for living costs - general provisions

82

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Overpayments

83

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PART 10 — SUPPORT FOR PART-TIME COURSES

Eligible part-time students

84

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Designated part-time courses

85

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Period of eligibility

86

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Assistance for part-time courses

87

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Amount of assistance

88

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Interpretation of regulation 88

89

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Assistance with fees in respect of attendance on a course in Wales, Northern Ireland or Scotland

90

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Disabled part-time students' allowances

91

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Applications for support

92

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Declarations provided by academic authorities

93

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Information

94

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Transfer of status

95

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Conversion of status

96

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Payment of grants for books, travel and other expenditure and disabled part-time students' allowances

97

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Payment of grants for fees

98

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Overpayments

99

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PART 11 — SUPPORT FOR POSTGRADUATE STUDENTS WITH DISABILITIES

Eligible postgraduate students

100

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Designated postgraduate courses

101

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Period of eligibility

102

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Transfer of status

103

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Applications for support

104

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Information

105

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Amount of grants

106

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Payment of grants

107

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Overpayments

108

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SCHEDULE 1 — ELIGIBLE STUDENTS

PART 1 — Interpretation

1

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PART 2 — Categories

Persons who are settled in the United Kingdom

2

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3

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Refugees and persons with leave to enter or remain

4

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5

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Workers, employed persons, self-employed persons and their family members

6

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7

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8

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EC nationals

9

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10

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Children of Swiss nationals

11

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SCHEDULE 2 — DESIGNATED COURSES

1

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2

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3

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4

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5

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6

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7

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SCHEDULE 3 — INFORMATION

1

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2

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3

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SCHEDULE 4 — FINANCIAL ASSESSMENT

Definitions

1

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Independent eligible student

2

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Household income

3

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Calculation of eligible student’s residual income

4

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Calculation of parent’s residual income

5

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Calculation of eligible student’s partner’s residual income

6

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Calculation of parent’s partner’s residual income

7

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Calculation of contribution – old system students

8

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Calculation of contribution – new system students

9

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Split contributions – eligible students who are not independent

10

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Split contributions – independent eligible students

11

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Signed

Bill Rammell — Minister of State — Department for Education and Skills — 23rd January 2006

Explanatory note

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Footnotes

[^f00001]: 1998 c. 30; section 22 was amended by the Learning and Skills Act 2000 (c. 21), section 146 and Schedule 11; the Income Tax (Earnings and Pensions) Act 2003 (c. 1), Schedule 6; the Finance Act 2003 (c. 14), section 147 and the Higher Education Act 2004 (c. 8), sections 42 and 43 and Schedule 7.

[^f00002]: In relation to Wales, the functions of the Secretary of State under section 22 of the Teaching and Higher Education Act 1998 were transferred to the National Assembly for Wales under section 44 of the Higher Education Act 2004 except so far as they relate to the making of any provision authorised by subsection (2)(a), (c), (j) or (k), (3)(e) or (f) or (5) of section 22.

[^f00003]: 1962 c. 12; sections 1 to 4 and Schedule 1 were substituted by the provisions set out in Schedule 5 to the Education Act 1980 (c. 20). Section 1(3)(d) was amended by the Education (Grants and Awards) Act 1984 (c. 11), section 4. Section 4 was amended by the Education Act 1994 (c. 30), Schedule 2, paragraph 2. The entire Act was repealed by the Teaching and Higher Education Act 1998 (c. 30), section 44(2) and Schedule 4, subject to the transitional provisions and savings set out in the Teaching and Higher Education Act 1998 (Commencement No. 4 and Transitional Provisions) Order 1998 (S.I. 1998/3237), article 3.

[^f00004]: 2004 c. 8, to which there are amendments not relevant to these Regulations.

[^f00005]: S.I. 1998/2003.

[^f00006]: S.I. 1999/496, amended by S.I. 1999/2266 and S.I. 2000/1120.

[^f00007]: S.I. 2000/1121, amended by S.I. 2000/1490, S.I. 2000/2142 and S.I. 2000/2912.

[^f00008]: S.I. 2001/951, amended by S.I. 2001/1730, S.I. 2001/2355 and S.I. 2002/174.

[^f00009]: S.I. 2002/195, amended by S.I. 2002/1318, S.I. 2002/2088 and S.I. 2002/3059.

[^f00010]: S.I. 2002/3200.

[^f00011]: S.I. 2003/1065.

[^f00012]: S.I. 2003/3280.

[^f00013]: S.I. 2004/161.

[^f00014]: S.I. 2004/1602.

[^f00015]: S.I. 2004/2041.

[^f00016]: S.I. 2004/2598.

[^f00017]: S.I. 2005/5.

[^f00018]: S.I. 2005/1341.

[^f00019]: S.I. 2005/2084.

[^f00020]: S.I. 2005/52.

[^f00022]: ERASMUS is part of the European Community action programme SOCRATES; OJ No L28, 3.2.2000, p1.

[^f00023]: This body was originally established under section 1 of the Education Act 1994 (c. 30) as the Teacher Training Agency. By virtue of section 74 of the Education Act 2005 (c. 18), it continues in existence but is known instead as the Training and Development Agency for Schools.

[^f00024]: 1968 c. 46; section 63 was amended by the National Health Service (Scotland) Act 1972 (c. 58), Schedule 7, the National Health Service Reorganisation Act 1973 (c. 32), Schedules 4 and 5, the National Health Service Act 1977 (c. 49), Schedules 15 and 16, the National Health Service (Scotland) Act 1978 (c. 29), Schedules 16 and 17, the Local Government Act 1985 (c. 51), Schedule 17, the Health and Medicines Act 1988 (c. 49), section 20, section 25(2) and Schedule 3, the Local Government (Scotland) Act 1994 (c. 39), Schedule 13, the Health Authorities Act 1995 (c. 17), Schedule 1, the Local Government Reorganisation (Wales) (Consequential Amendments No. 2) Order 1996 (S.I. 1996/1008), the National Health Service (Primary Care) Act 1997 (c. 46), Schedule 2, the Health Act 1999 (c. 8), Schedule 4, the Health and Social Care Act 2001 (c. 15), Schedule 5, the National Health Service Reform and Social Care Professions Act 2002 (c. 17), Schedules 2, 5 and 9, the National Health Service Reform and Health Care Professions Act 2002 (Supplementary, Consequential etc Provisions) Regulations 2002 (S.I. 2002/2469), Schedule 1, the Health and Social Care (Community Health and Standards) Act 2003 (c. 43), Schedules 4, 11 and 14, the Health and Social Care (Community Health and Standards) Act 2003 Commencement (No. 2) Order 2004 (S.I. 2004/288), article 7, the Health and Social Care (Community Health and Standards) Act 2003 (Commencement No. 1) (Wales) Order 2004 (S.I. 2004/480), article 6 and the Primary Medical Services (Scotland) Act 2004 (Consequential Modifications) Order 2004 (S.I. 2004/957), the Schedule.

[^f00025]: S.I. 1972/1265 (N.I. 14).

[^f00026]: S.I. 2003/1994, amended by S.I. 2004/1038, S.I. 2004/1792, S.I. 2005/2083 and S.I. 2005/3137.

[^f00027]: 2002 c. 32.

[^f00028]: Cmnd. 9171.

[^f00029]: Cmnd. 3906 (out of print; photocopies are available, free of charge, from the Student Support Division, Department for Education and Skills, Mowden Hall, Staindrop Road, Darlington DL3 9BG).

[^f00030]: 1980 c. 44; section 73(f) was amended by the Teaching and Higher Education Act 1998 (c. 30), section 29(1) and the Education (Graduate Endowment and Student Support) (Scotland) Act 2001 (asp6), section 3(2). Sections 73A, 73B, 73C and 73D were inserted by section 29(2) of the Teaching and Higher Education Act 1998. Section 74 was amended by the Self Governing Schools etc. (Scotland) Act 1989 (c. 39), Schedule 10, paragraph 8(17). The functions of the Secretary of State were transferred to the Scottish Ministers by virtue of section 53 of the Scotland Act 1998 (c. 46).

[^f00031]: 1990 c. 6; repealed by the Teaching and Higher Education Act 1998 (c. 30), Schedule 4.

[^f00032]: S.I. 1990/1506 (N.I. 11), amended by S.I. 1996/1274 (N.I. 1), Article 43 and Schedule 5 Part II, S.I. 1996/1918 (N.I. 15), Article 3 and the Schedule and S.I. 1998/258 (N.I. 1), Articles 3 to 6.

[^f00033]: S.I. 1998/1760 (N.I. 14).

[^f00034]: S.I. 1998/1166, amended by S.I. 1998/1972 and revoked with savings by S.I. 1999/1494.

[^f00035]: S.I. 1992/580, amended by S.S.I. 2002/423 and S.S.I. 2003/401.

[^f00036]: 1992 c. 13; section 65(3A) was inserted by the Teaching and Higher Education Act 1998 (c. 30), section 27.

[^f00037]: S.I. 1999/2263, amended by S.I. 2001/2893.

[^f00038]: 1992 c. 13; section 65(3A) was inserted by the Teaching and Higher Education Act 1998 (c. 30), section 27.

[^f00039]: 1977 c. 49; section 8 was amended by the National Health Service Reform and Health Care Professions Act 2002 (c. 17), section 1(2).

[^f00040]: Section 11 was amended by the Health Authorities Act 1995 (c. 17), section 2 and Schedule 1, paragraph 2 and the Health Act 1999 (c. 8), Schedule 4, paragraph 6.

[^f00041]: Section 16BA was inserted by the National Health Service Reform and Health Care Professions Act 2002 (c. 17), section 6(1).

[^f00042]: 1978 c. 29.

[^f00043]: S.I. 1972/1265 (N.I. 14).

[^f00044]: 1996 c. 56; section 312 was amended by the Education Act 1997 (c. 44), Schedule 7, paragraph 23, the Schools Standards and Framework Act 1998 (c. 31), section 140, Schedule 30, paragraph 71 and Schedule 31 and the Learning and Skills Act 2000 (c. 21), Schedule 9, paragraph 56.

[^f00045]: 2002 c. 21.

[^f00046]: S.I. 1999/3110.

[^f00047]: S.I. 2005/93.

[^f00048]: 1989 c. 41; section 79F was inserted by the Care Standards Act 2000 (c. 14) and amended by the Children Act 2004 (c. 41), Schedules 4 and 5.

[^f00049]: 1992 c. 4.

[^f00050]: 2002 c. 38.

[^f00051]: 1989 c. 41. Section 23 was amended by the Children Act 2004 (c. 31), section 49(3).

[^f00052]: 1992 c. 4. The relevant regulation is regulation 4ZA of the Income Support (General) Regulations 1987 (S.I. 1987/1967). Regulation 4ZA was inserted by S.I. 1996/206, amended by S.I. 2000/1981; there are other amending instruments but none is relevant.

[^f00053]: The relevant regulation is regulation 48A of the Housing Benefit (General) Regulations 1987 (S.I. 1987/1971). Regulation 48A was inserted by S.I. 1990/1549; relevant amending instruments are S.I. 1992/432, 1995/626, 1996/1510 and 1998/766.

[^f00054]: S.I. 1980/51, amended by S.I. 1989/596 and S.I. 1999/3177.

[^f00055]: 1974 c. 39.

[^f00056]: 1986 c. 45; section 307 was amended by the Enterprise Act 2002 (c. 40), section 261. Section 310 was amended by the Pensions Act 1995 (c. 26), section 122 and Schedule 3, paragraph 15, the Welfare Reform and Pensions Act 1999 (c. 30), section 18 and Schedule 2, paragraph 2 and the Enterprise Act 2002, sections 259 and 278 and Schedule 26.

[^f00057]: S.I. 1989/2405 (N.I. 19); Article 283 was amended by the Pensions (Northern Ireland) Order 1995 (S.I. 1995/3213 (N.I. 22)), Schedule 1, paragraph 11.

[^f00058]: S.I. 1992/580, amended by S.S.I. 2002/423 and S.S.I. 2003/401.

[^f00059]: 1992 c. 13; section 65(3A) was inserted by the Teaching and Higher Education Act 1998 (c. 30), section 27.

[^f00060]: S.I. 1998/1760 (N.I. 14).

[^f00061]: 1980 c. 44; section 73(f) was amended by the Teaching and Higher Education Act 1998 (c. 30), section 29(1) and the Education (Graduate Endowment and Student Support) (Scotland) Act 2001 (asp6), section 3(2). Section 73B was inserted by section 29(2) of the Teaching and Higher Education Act 1998. Section 74 was amended by the Self Governing Schools etc. (Scotland) Act 1989 (c. 39), Schedule 10, paragraph 8(17). The functions of the Secretary of State were transferred to the Scottish Ministers by virtue of section 53 of the Scotland Act 1998 (c. 46).

[^f00062]: 1992 c. 4; Part VII was amended by the Housing Act 1991 (c. 52), Schedule 19; the Local Government Finance Act 1992 (c. 14), Schedule 9 and Schedule 14; the Jobseekers Act 1995 (c. 18), Schedule 2 and Schedule 3; the Welfare Reform and Pensions Act 1999 (c. 30), Schedule 8; the State Pension Credit Act 2002 (c. 16), Schedule 2 and Schedule 3 and the Civil Partnership Act 2004 (c. 33), Schedule 24.

[^f00063]: 1995 c. 18; Part I was amended by the Employment Rights Act 1996 (c. 18), Schedule 1; the Social Security Act 1998 (c. 14), Schedules 7 and 8; the Welfare Reform and Pensions Act 1999 (c. 30), Schedules 7, 8 and 1; the State Pension Credit Act 2002 (c. 16), Schedule 2; the National Insurance Contributions Act 2002 (c. 19), Schedule 1; the Income Tax (Earnings and Pensions) Act 2003 (c. 18), Schedule 6 and the Civil Partnership Act 2004 (c. 33), Schedule 24.

[^f00064]: 1973 c. 50; section 2 as substituted by the Employment Act 1988 (c. 19) was amended by the Employment Act 1989 (c. 38), Schedule 7. Subsections (3A) and (3B) were inserted by the Trade Union Reform and Employment Rights Act 1993 (c. 19), section 47 in relation to Scotland only.

[^f00065]: This body was established under section 1 of the Further and Higher Education (Scotland) Act 2005 (2005 asp6).

[^f00066]: S.I. 1992/580, amended by S.S.I. 2002/423 and S.S.I. 2003/401.

[^f00067]: 2000 c. 14.

[^f00068]: 1992 c. 13; section 65(3A) was inserted by the Teaching and Higher Education Act 1998 (c. 30), section 27.

[^f00075]: 1988 c. 1; section 273 was amended by the Finance Act 1988 (c. 39), Schedule 3, paragraph 10 and the Income Tax (Trading and other Income) Act 2005, Schedule 1. Amendments to section 273 made by the Finance Act 2004 (c. 12), section 281 and Schedule 35 do not come into force until 6th April 2006. Sections 619 and 639 are repealed by the Finance Act 2004, section 326 and Schedule 42 with effect from 6th April 2006 subject to the transitional provisions and savings in Schedule 36 to the Finance Act 2004.

[^f00076]: 2004 c. 12.

[^f00077]: “Financial Statistics” (ISSN 0015-203X).

[^f00078]: S.I. 2003/1994, amended by S.I. 2004/1038 , S.I. 2004/1792, S.I. 2005/2083 and S.I. 2005/3137.

[^f00079]: 1968 c. 46; section 63 was amended by the National Health Service (Scotland) Act 1972 (c. 58), Schedule 7, the National Health Service Reorganisation Act 1973 (c. 32), Schedules 4 and 5, the National Health Service Act 1977 (c. 49), Schedules 15 and 16, the National Health Service (Scotland) Act 1978 (c. 29), Schedules 16 and 17, the Local Government Act 1985 (c. 51), Schedule 17, the Health and Medicines Act 1988 (c. 49), section 20, section 25(2) and Schedule 3, the Local Government (Scotland) Act 1994 (c. 39), Schedule 13, the Health Authorities Act 1995 (c. 17), Schedule 1, the Local Government Reorganisation (Wales) (Consequential Amendments No. 2) Order 1996 (S.I. 1996/1008), the National Health Service (Primary Care) Act 1997 (c. 46), Schedule 2, the Health Act 1999 (c. 8), Schedule 4, the Health and Social Care Act 2001 (c. 15), Schedule 5, the National Health Service Reform and Social Care Professions Act 2002 (c. 17), Schedules 2, 5 and 9, the National Health Service Reform and Health Care Professions Act 2002 (Supplementary, Consequential etc Provisions) Regulations 2002 (S.I. 2002/2469), Schedule 1, the Health and Social Care (Community Health and Standards) Act 2003 (c. 43), Schedules 4, 11 and 14, the Health and Social Care (Community Health and Standards) Act 2003 Commencement (No. 2) Order 2004 (S.I. 2004/288), article 7, the Health and Social Care (Community Health and Standards) Act 2003 (Commencement No. 1) (Wales) Order 2004 (S.I. 2004/480), article 6 and the Primary Medical Services (Scotland) Act 2004 (Consequential Modifications) Order 2004 (S.I. 2004/957), the Schedule.

Editorial notes

PART 6A — COLLEGE FEE LOANS

70A

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Persons who are settled in the United Kingdom and have exercised a right of residence elsewhere

EC nationals

Children of Swiss nationals

SCHEDULE 3A — COLLEGE FEE LOANS

Interpretation

1

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Availability of college fee loans

2

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

6

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

9

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

12

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Amount of the college fee loan

14

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Transfers

15

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Contribution

16

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payment

17

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Overpayment

18

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Students treated as in attendance on a course

Students who are treated as in attendance on a course

Children of Turkish workers

12

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .