Legalize / United Kingdom / Statutory-Instrument

The Education (Student Support) Regulations 2011

Type Statutory-Instrument

Publication 2011-08-09

Last updated 2026-03-09

State In force

Department King's Printer of Acts of Parliament

Source legislation.gov.uk

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$$A×[BC]$Where—A is the basic amount mentioned in paragraph (5)(b) of regulation 45 multiplied by 52; ...B is the number of days in respect of which the eligible student applies and qualifies for childcare grant, up to a maximum of 365 days or, where the academic year includes 29th February, up to a maximum of 366 days; andC is 365 days or, where the academic year includes 29th February, 366 days.$

(2C) Where—

(i) the eligible student has one dependent child only and the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child exceeds £20,107.23 the amount of childcare grant payable is nil;

(ii) the eligible student has two or more dependent children and the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent children exceeds £28,914.47 the amount of childcare grant payable is nil.

(3) The amount of parents’ learning allowance payable in respect of an academic year beginning on or after 1st August 2019 is calculated in accordance with paragraphs (3A), (3AA), (3B) and (3C).

(3A) Subject to paragraph (3C), the amount of parents’ learning allowance payable , where the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child or children, taken together for the prior financial year, exceeds £14,910, is an amount equal to—

$$A−(B+C)−D2$Where—A is the basic amount mentioned in paragraph (2) of regulation 46;B is the residual income of any adult dependants and the eligible student’s partner for the prior financial year;C is the net income of the dependent child or children for the prior financial year; andD is £14,910.$

(3AA) Where the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child or children, taken together for the prior financial year, does not exceed £14,910, the amount of parents’ learning allowance payable is the basic amount mentioned in paragraph (2) of regulation 46.

(3B) Where the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child or children , taken together for the prior financial year, exceeds £18,957.98, the amount of parents’ learning allowance payable is nil.

(3C) The basic amount of parents’ learning allowance mentioned in paragraph (2) of regulation 46 is payable instead of the amount payable under paragraph (3A) to an eligible student—

(a) who was in receipt of parents’ learning allowance in respect of an academic year of a course beginning on or after 1st August 2018 but before 1st August 2019;

(b) who is undertaking—

(i) a subsequent year of the same course in an academic year beginning on or after 1st August 2019 without their participation in that course having been withdrawn or suspended; or

(ii) a year of a course in an academic year beginning on or after 1st August 2019, without their participation in that course having been withdrawn or suspended, having transferred from the course mentioned in sub-paragraph (a);

(c) in respect of whom the total amount of parents’ learning allowance payable under paragraph (3A) after the application of any contribution calculated under Part 8 would, other than by virtue of an increase in the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child or children, be lower than the amount of parents’ learning allowance received under sub-paragraph (a); and

(i) who qualifies for and is entitled to receive adult dependants’ grant and childcare grant under this Part, who has one dependent child only, and in respect of whom the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child is at least £14,910 but does not exceed £23,154;

(ii) who qualifies for and is entitled to receive adult dependants’ grant and childcare grant under this Part, who has two or more dependent children, and in respect of whom the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent children is at least £14,910 but does not exceed £30,609;

(iii) who qualifies for and is entitled to receive childcare grant under this Part, who does not qualify for or is not entitled to receive adult dependants’ grant under this Part, who has one dependent child only, and in respect of whom the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent child is at least £14,910 but does not exceed £20,147; or

(iv) who qualifies for and is entitled to receive childcare grant under this Part, who does not qualify for or who is not entitled to receive adult dependants’ grant under this Part, who has two or more dependent children, and in respect of whom the residual income of any adult dependants and the eligible student’s partner and the net income of the dependent children is at least £14,910 but does not exceed £27,062.

(4) The amount of adult dependants' grant calculated under paragraph (1A), (1AA), (1B) and (1C) in respect of an adult dependant is reduced by one half where—

(a) the eligible student's partner—

(i) is an eligible student; or

(ii) holds a statutory award; and

(b) account is taken of that partner's dependants in calculating the amount of support for which that partner qualifies or the payment to which that partner is entitled under the statutory award.

(4A) Where an adult dependant is not ordinarily resident in the United Kingdom for the whole of the relevant year, the amount of adult dependants’ grant payable in respect of that adult dependant is an amount equal to—

$$A×BC$Where—A is the amount of adult dependants’ grant calculated under paragraph (1A), (1AA), (1B), (1C) or (4) (as the case may be);B is the number of calendar days that the adult dependant is ordinarily resident in the United Kingdom during the relevant year;C is the total number of calendar days in the relevant year.$

(5) The amount of childcare grant calculated under paragraph (2A), (2AA) and (2C), or (2B), (2BA) and (2C) is reduced by one half where—

(a) the eligible student's partner—

(i) is an eligible student; or

(ii) holds a statutory award; and

(b) account is taken of that partner's dependants in calculating the amount of support for which that partner qualifies or the payment to which that partner is entitled under the statutory award.

(5A) An eligible student may request an amount of childcare grant to be payable which—

(a) where the eligible student has one dependent child only, is less than the amount calculated in accordance with paragraphs (2A), (2AA), (2C) and (5); or

(b) where the eligible student has two or more dependent children,is less than the amount calculated in accordance with (2B), (2BA), (2C) and (5).

(5B) Where an eligible student makes a request under paragraph (5A), the amount of childcare grant payable is the amount requested, provided that the Secretary of State considers the amount requested to be reasonable in the circumstances.

(6) Where the amount of the parents' learning allowance calculated under paragraph (3A) is £0.01 or more but less than £50, the amount of parents' learning allowance payable is £50.

(7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(7A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(7B) Where the Secretary of State is satisfied that the net income of the eligible student’s dependent children in the financial year beginning immediately before the relevant year (“the current financial year”) is likely to be not more than 85 per cent of the sterling value of their net income in the prior financial year the Secretary of State may, for the purpose of enabling the eligible student to attend the course without hardship, ascertain the dependent children’s net income for the current financial year.

(7C) In the event that paragraph (7B) or this paragraph is applied in the previous academic year of the current course and the Secretary of State is satisfied that the net income of the eligible student’s dependent children in the financial year beginning immediately before the relevant year (“the current financial year”) is likely to be not more than 85 per cent of the sterling value of their net income in the previous financial year the Secretary of State may, for the purpose of enabling the eligible student to attend the course without hardship, ascertain the dependent children’s net income for the current financial year.

(7D) In an academic year immediately following one in which the Secretary of State has ascertained the eligible student’s dependent children’s net income for the current financial year under paragraph (7B) and, where applicable, under sub-paragraph (7C) the Secretary of State must ascertain the dependent children’s net income in the preceding financial year.

(8) Paragraphs (9) to (12) apply where, in the course of the academic year, any of the following occurs—

(a) there is a change in the number of the eligible student's dependants;

(b) a person becomes or ceases to be a dependant of the eligible student;

(d) a student becomes eligible for support as a result of —

(i) a course designation event, or

(ii) an in-year qualifying event (other than a settled status event).

(9) For the purposes of determining ... whether adult dependants' grant or parents' learning allowance is payable, the Secretary of State must determine the following in relation to each relevant quarter by reference to the student's circumstances in the relevant quarter—

(a) how many dependants the eligible student is to be treated as having;

(b) who those dependants are;

(10) The amount of grant for dependants for the academic year is the aggregate of the amounts of adult dependants' grant and parents' learning allowance calculated in respect of each relevant quarter under paragraph (11) and the amount of any childcare grant for the academic year.

(11) The amount of adult dependants' grant and parents' learning allowance in respect of a relevant quarter is one third of what that grant or allowance would be for the academic year if the student's circumstances in the relevant quarter ... applied for the duration of the academic year.

(12) In this regulation, a “relevant quarter” means—

(a) in the case of a person referred to in paragraph (8)(d), a quarter which begins after the relevant event occurs other than a quarter during which, in the opinion of the Secretary of State, the longest of any vacation occurs;

(b) otherwise, a quarter other than the one quarter during which, in the opinion of the Secretary of State, the longest of any vacation occurs.

(13) A deduction may be made in accordance with Part 8 from the amount payable in respect of a particular element of the grant for dependants calculated under this Part.

CHAPTER 5 — GRANTS FOR TRAVEL

Interpretation

48

For the purposes of this Chapter—

(a) any reference to expenditure incurred for the purpose of attending an institution or period of study or period of overseas work placement in an Erasmus year.

(i) includes expenditure both before and after so attending; and

(ii) does not include any expenditure in respect of which a grant is payable under Chapter 3 of this Part;

(b) “qualifying quarter” means a quarter during which the eligible student attends as part of the student's course an overseas institution or the Institute or overseas workplace in an Erasmus year for at least half the period covered by that quarter.

General

49

A grant for travel is available—

(a) to eligible students attending courses in medicine or dentistry in accordance with regulation 50;

(b) to eligible students attending an overseas institution or the Institute or overseas workplace in an Erasmus year in accordance with regulation 52.

Qualifying conditions for the grant for travel – courses in medicine and dentistry

50

A grant is available to an eligible student attending a course in medicine or dentistry (a necessary part of which is a period of study by way of clinical training) in respect of the reasonable expenditure which the student is obliged to incur in an academic year for the purpose of attending in connection with the student's course any hospital or other premises in the United Kingdom (not comprised in the institution) at which facilities for clinical training are provided other than expenditure incurred for the purpose of residential study away from the institution.

Amount of the grant for travel – courses in medicine and dentistry

51

The amount of grant payable under regulation 50 in respect of an academic year is equal to the reasonable expenditure that the Secretary of State determines the eligible student is obliged to incur for the purposes set out in that regulation less £303.

Qualifying conditions for the grant for travel – overseas study

52

A grant is available to an eligible student in respect of the reasonable expenditure which the student is obliged to incur in each qualifying quarter within or outside the United Kingdom for the purpose of attending as part of the student's course the overseas institution or the Institute or overseas workplace in an Erasmus year.

Amount of the grant for travel – overseas study

53

The amount of grant payable under regulation 52 in respect of an academic year is calculated as follows—

$(X−£303)+Y$

X is the aggregate of the reasonable travel costs that the eligible student is obliged to incur in each qualifying quarter for the purposes set out in regulation 52.

Yis the aggregate of the expenditure incurred in each qualifying quarter specified in regulation 54.

54

The expenditure specified in this regulation is—

(a) expenditure that the eligible student reasonably incurs in insuring against liability for the cost of medical treatment provided outside the United Kingdom for any illness or bodily injury contracted or suffered during the period the student is attending the overseas institution or the Institute or overseas workplace in an Erasmus year;

(b) the cost of a visa or visas that the eligible student is obliged to obtain in order to attend the overseas institution or the Institute or overseas workplace in an Erasmus year; and

(c) medical costs that the eligible student reasonably incurs in order to fulfil a mandatory condition of entry into the territory, country or state in which the overseas institution or the Institute or overseas workplace in an Erasmus year is situated.

Deductions from the grant for travel

55

A deduction may be made from any grant under this Chapter in accordance with Part 8.

CHAPTER 6 — MAINTENANCE GRANTS FOR CURRENT SYSTEM STUDENTS

Qualifying conditions for the maintenance grant

56

(1) A current system student who is not a 2016 cohort student qualifies in accordance with this regulation for a maintenance grant in connection with the student's attendance on a designated course (other than a distance learning course).

(2) A current system student does not qualify for a maintenance grant if the student qualifies for a special support grant.

(3) If a current system student does not qualify for a fee loan in respect of an academic year of the designated course, the student cannot qualify for a maintenance grant for that year unless the reason that the student does not qualify for a fee loan is that—

(a) the year is an Erasmus year in accordance with regulation 19(2).

(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4) A current system student does not qualify for a maintenance grant if the current course is the graduate entry accelerated programme.

(5) Subject to paragraph (6), a maintenance grant is payable to a current system student in respect of the four quarters of the academic year.

(6) Where any of the following events occur in the course of an academic year, a student may qualify for a maintenance grant in respect of such quarters of the academic year as begin after the relevant event occurs—

(a) a course designation event which results in the student’s course becoming a designated course; or

(b) an event falling within regulation 2A(2)(c), (d), (e) or (f), or 2A(3)(a), (b) or (c), which results in the student becoming an eligible student.

(7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Amount of the maintenance grant – 2008 cohort students

57

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

Amount of the maintenance grant – 2009 cohort students

58

(1) The maximum amount of maintenance grant available to a 2009 cohort student in respect of an academic year is £3,998.

(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(5) A 2009 cohort student ... who qualifies for a maintenance grant in respect of an academic year receives, subject to sub-paragraph (c), an amount as follows in respect of that year—

(a) where the household income is £25,000 or less, the student receives £3,998;

(b) where the household income exceeds £25,000 but does not exceed £50,726, the student receives an amount equal to$M−(A+B)$ where—

M is £3,998

A is £1 for every complete £3.89 by which the household income exceeds £25,000 but does not exceed £34,294

B is £1 for every complete £10.54 by which the household income exceeds £34,294 but does not exceed £50,726; and

Amount of the maintenance grant – 2012 cohort students

59

(1) The maximum amount of maintenance grant available to a 2012 cohort student in respect of an academic year is £4,473.

(2) A 2012 cohort student who qualifies for a maintenance grant in respect of an academic year receives, subject to sub-paragraph (c), an amount as follows in respect of that year—

(a) where the household income is £25,000 or less, the student receives £4,473;

(b) where the household income exceeds £25,000 but does not exceed £42,737 the student receives an amount equal to $M−A$ where—

M is £4,473

A is £1 for every complete £4.01 by which the household income exceeds £25,000; and

Amount of the maintenance grant – current system students who are not ... 2009, 2012 or 2016 cohort students

60

(1) The maximum amount of maintenance grant available to a current system student who is not a ... 2009, 2012 or 2016 cohort student in respect of an academic year is £3,998.

(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(5) A current system student other than a ... 2009, 2012 or 2016 cohort student who qualifies for a maintenance grant in respect of an academic year receives an amount as follows in respect of that year—

(a) where the household income is £18,360 or less, the student receives £3,998;

(b) where the household income exceeds £18,360 but does not exceed £39,590, the student receives an amount equal to$M−(A+B)$ where—

M is £3,998

A is £1 for every complete £4.34 by which the household income exceeds £18,360 but does not exceed £28,121;

B is £1 for every complete £6.75 by which the household income exceeds £28,121 but does not exceed £39,590;

CHAPTER 7 — SPECIAL SUPPORT GRANTS FOR CURRENT SYSTEM STUDENTS

Qualifying conditions for the special support grant

61

(A1) A current system student who is a 2016 cohort student does not qualify for a special support grant.

(1) A current system student qualifies in accordance with this regulation for a special support grant in connection with the student's attendance on a designated course (other than a distance learning course) to defray the costs of books, equipment, travel or childcare incurred for the purpose of attending that course.

(2) A current system student qualifies for a special support grant if the student—

(a) falls within a prescribed category of person for the purposes of section 124(1)(e) of the Social Security Contributions and Benefits Act 1992 ; ...

(b) is treated as being liable to make payments in respect of a dwelling prescribed by regulations made under section 130(2) of that Act ; ...

(ba) satisfies one of sub-paragraphs (b), (d) and (e) of regulation 14(1) of the Universal Credit Regulations 2013; ...

(bb) has no partner and satisfies sub-paragraph (c) of regulation 14(1) of the Universal Credit Regulations 2013; or

(c) under regulation 25(3) of the Universal Credit Regulations 2013 is liable or treated as being liable to make payments in respect of the accommodation they occupy as their home.

(3) If a current system student does not qualify for a fee loan in respect of an academic year of the designated course, the student cannot qualify for a special support grant for that year unless the reason that the student does not qualify for a fee loan is that—

(a) the year is an Erasmus year in accordance with regulation 19(2) .

(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4) A current system student does not qualify for a special support grant if the current course is the graduate entry accelerated programme.

(5) Subject to regulation (6), a special support grant is payable in respect of the four quarters of the academic year.

(6) Where any of the following events occur in the course of an academic year, a student may qualify for a special support grant in respect of such quarters of the academic year as begin after the relevant event occurs—

(a) a course designation event which results in the student’s course becoming a designated course; or

(b) an event falling within regulation 2A(2)(c), (d), (e) or (f), or 2A(3)(a), (b) or (c), which results in the student becoming an eligible student.

(7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(8) In this regulation, “partner” has the meaning given in regulation 42(1)(h).

Amount of the special support grant – 2008 cohort students

62

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

Amount of the special support grant – 2009 cohort students

63

(1) The maximum amount of special support grant available to a 2009 cohort student in respect of an academic year is £3,998

(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(5) A 2009 cohort student ... who qualifies for a special support grant in respect of an academic year receives, subject to sub-paragraph (c), an amount as follows in respect of that year—

(a) where the household income is £25,000 or less, the student receives £3,998;

(b) where the household income exceeds £25,000 but does not exceed £50,726, the student receives an amount equal to$M−(A+B)$ where—

M is £3,998

A is £1 for every complete £3.89 by which the household income exceeds £25,000 but does not exceed £34,294

B is £1 for every complete £10.54 by which the household income exceeds £34,294 but does not exceed £50,726; and

Amount of the special support grant – 2012 cohort students

64

(1) The maximum amount of special support grant available to a 2012 cohort student in respect of an academic year is £4,473.

(2) A 2012 cohort student who qualifies for a special support grant in respect of an academic year receives, subject to sub-paragraph (c), an amount as follows in respect of that year—

(a) where the household income is £25,000 or less, the student receives£4,473;

(b) where the household income exceeds £25,000 but does not exceed £42,737 the student receives an amount equal to $M−A$ where—

M is £4,473

A is £1 for every complete £4.01 by which the household income exceeds £25,000; and

Amount of the special support grant – current system students who are not ... 2009, 2012 or 2016 cohort students

65

(1) The maximum amount of special support grant available to a current system student who is not a ... 2009, 2012 or 2016 cohort student in respect of an academic year is £3,998.

(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(5) A current system student other than a ... 2009, 2012 or 2016 cohort student who qualifies for a special support grant in respect of an academic year receives an amount as follows in respect of that year—

(a) where the household income is £18,360 or less, the student receives £3,998;

(b) where the household income exceeds £18,360 but does not exceed £39,590, the student receives an amount equal to$M−(A+B)$ where—

M is £3,998

A is £1 for every complete £4.34 by which the household income exceeds £18,360 but does not exceed £28,121;

B is £1 for every complete £6.75 by which the household income exceeds £28,121 but does not exceed £39,590;

CHAPTER 8 — HIGHER EDUCATION GRANTS FOR OLD SYSTEM STUDENTS

Qualifying conditions for the higher education grant

66

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Amount of the higher education grant

67

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PART 6 — LOANS FOR LIVING COSTS

CHAPTER 1 — QUALIFYING CONDITIONS

Interpretation of Part 6

68

In this Part—

(a) a current system student “with full entitlement” is a current system student other than a student with reduced entitlement;

(b) “the maintenance grant amount” is, unless otherwise stated,—

(i) where the student qualifies under Chapter 6 of Part 5 for an amount of maintenance grant not exceeding £1,749, the amount of maintenance grant payable;

(ii) where the student qualifies under Chapter 6 of Part 5 for an amount of maintenance grant exceeding £1,749, £1,749; and

(iii) where no maintenance grant is payable, nil.

(d) the “relevant date” is the first day of the first academic year of the specified designated course;

(e) a “student with reduced entitlement” is an eligible student who—

(i) does not qualify for a grant for living and other costs in respect of the academic year because of regulation 38(4)(a) ... or 38(6); or

(ii) is not an eligible care leaver and opts when applying for a loan for living costs not to provide the information needed to calculate the household income;

(f) where the duration of a graduate-entry or postgraduate-level course for the initial training of teachers is only one academic year, that year is not to be treated as the final year ;

(g) a “loan for living costs” is a loan for maintenance only, except where paragraph (h) or (i) applies;

(h) a “loan for living costs” where regulation 71(1)(h) applies, is a loan for maintenance and, where applicable, a special support loan;

(i) a “loan for living costs” where regulation 71(1)(i) applies, is a special support loan only;

(j) a “long courses loan” is a loan for maintenance;

(k) a “special support loan” is a loan to defray the costs of books, equipment, travel or childcare incurred for the purpose of attending a designated course.

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

69

(1) Subject to paragraphs (3) and (4), a current system student qualifies for a loan for living costs in connection with the student's attendance on a designated course if the student is under the age of 60 on the relevant date and—

(a) where the student begins the course on or after 1st September 2009, the designated course does not lead to an equivalent or lower qualification unless the student's status as an eligible student has been transferred to the current course pursuant to regulation 8 from a designated course which began before 1st September 2009 and the student does not have an honours degree from an institution in the United Kingdom; or

(b) where the student began the course before 1st September 2009, the student does not have an honours degree from an institution in the United Kingdom.

(2) The condition in paragraph (1)(a) or (b) does not apply where—

(a) the designated course leads to qualification as a social worker, medical doctor, dentist, veterinary surgeon or architect;

(b) the designated course began before 1st September 2009 and leads to qualification as a landscape architect, landscape designer, landscape manager, town planner or town and country planner;

(c) the current system student is eligible to apply for a healthcare bursary ..., the amount of which is calculated by reference to ... income whether or not the calculation results in a nil amount in respect of any academic year of the course; ...

(ca) the current system student is eligible for a healthcare tuition payment;

(d) the current system student is on a course for the initial training of teachers ; or

(e) the designated course—

(i) is a pre-registration course in an allied health profession subject, midwifery, nursing, nursing and social work, or operating department practice;

(ii) leads to—

(aa) an ordinary degree or an honours degree;

(bb) in respect of a course in a dental profession subject, an ordinary degree, an honours degree, a diploma or a foundation degree; or

(cc) in respect of a course in operating department practice, an ordinary degree, an honours degree or a diploma;

(iii) begins on or after 1st August 2017 ... or, in the case of a course in a dental profession subject, begins on or after 1st August 2018;

(f) the designated course is a postgraduate pre-registration course which begins on or after 1st August 2018.

(2A) The condition in paragraph (1)(a) or (b) does not apply where the Secretary of State determines that the following conditions are satisfied—

(a) the current system student has provided all information required by the Secretary of State in relation to qualifications held by the student;

(b) that information is accurate; and

(c) the Secretary of State has provided written notification that the student qualifies for a loan for living costs under Chapter 1 of Part 6 in respect of —

(i) the first academic year of the current course, where the determination by the Secretary of State is made before the first day of the first academic year of the current course;

(ii) the academic year of the current course during which the determination by the Secretary of State is made; or

(iii) an academic year of the current course in respect of which the determination of the Secretary of State is made, which the student has completed before the making of that determination.

(2B) Where paragraph (2A) applies, a current system student qualifies for a loan for living costs in accordance with paragraphs (2C) to (2F).

(2C) If the Secretary of State makes the determination before the first day of the first academic year of the current course then the current system student qualifies for a loan for living costs in respect of the first academic year of the current course.

(2D) If the Secretary of State makes the determination on or after the first day of the first academic year of the current course then the current system student qualifies for a loan for living costs in respect of—

(a) the academic year of the current course during which the Secretary of State makes the determination; and

(b) an academic year of the current course which the student has completed prior to the Secretary of State making the determination.

(2E) Paragraphs (2C) and (2D) do not apply if the Secretary of State considers that there are exceptional circumstances.

(2F) Where the Secretary of State considers that there are exceptional circumstances, the Secretary of State may determine that the student should qualify for a loan for living costs in respect of one or more academic years of the current course, as appropriate, whether or not the student has completed those academic years prior to the Secretary of State making the determination.

(3) A current system student does not qualify for a loan for living costs if—

(a) the only paragraph or paragraphs in Part 2 of Schedule 1 into which the student falls is one or more of paragraphs 2A, 3(1)(d)(ii), 6A(1)(c)(ii), 7A(1)(b)(ii), 9, 9A, 9BA, 9BB, 9C, 9D, 10, 10ZA, 11A(c)(ii) and 12A(d)(ii);

(b) the student is a prisoner; or

(c) the current course is a distance learning course unless the student is treated as being in attendance on the designated course under regulation 86.

(4) The requirement in paragraph (1) that the student is under the age of 60 on the relevant date does not apply to a current system student who is a 2016 cohort student with full entitlement.

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

70

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

CHAPTER 2 — MAXIMUM AMOUNTS OF LOANS

General

71

(1) The maximum amount of a loan for living costs in respect of an academic year is calculated as follows—

(a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(b) where the eligible student is a 2009 cohort student with full entitlement, in accordance with regulation 74 or 75;

(d) where the eligible student is a current system student (other than a ... 2009, 2012 or 2016 cohort student) with full entitlement, in accordance with regulation 77 or 78;

(e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(f) where the eligible student is a student with reduced entitlement, in accordance with regulation 80 ;

(g) in accordance with regulation 80A where the eligible student—

(i) is a 2016 cohort student with full entitlement;

(ii) is under the age of 60 on the relevant date; and

(iii) does not meet the condition in sub-paragraph (h)(iii);

(h) in accordance with regulation 80B where the eligible student—

(i) is a 2016 cohort student with full entitlement;

(ii) is under the age of 60 on the relevant date; and

(iii) would qualify for a special support grant but for regulation 61(A1);

(i) in accordance with regulation 80C where the eligible student—

(i) is a 2016 cohort student with full entitlement; and

(ii) is not under the age of 60 on the relevant date.

(2) This Chapter is subject to regulations 139B(4) to (6) and 139C(3) to (5).

2008 cohort students with full entitlement ...

72

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

Type 1 and type 2 teacher training students who are 2008 cohort students

73

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

2009 cohort students with full entitlement ...

74

(1) This regulation applies to a 2009 cohort student with full entitlement ....

(2) Subject to Chapter 4 of this Part and paragraph (5), where the student's household income exceeds £50,778, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year other than the final year of a course that is not an intensive course is equal to$X−Y$ where—

X is—for a student in category A, £5,276;for a student in category B, £9,520;for a student in category C, £8,100;for a student in category D, £6,804;

Subject to paragraph (4), Y is £1 for every complete £3.70 by which the household income exceeds £50,778.

(3) Subject to Chapter 4 of this Part and paragraph (5), where the student's household income exceeds £50,778, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year that is the final year of a course that is not an intensive course is equal to$X−Y$ where—

Subject to paragraph (4), Y is £1 for every complete£3.70 by which the household income exceeds £50,778.$X−Y$ where—

(4) Where the same household income is used to assess the amount of a statutory award for which two or more persons qualify, Y in paragraphs (2) and (3) must be divided by the number of such persons before being deducted from X.

(5) Where the maximum amount of loan for living costs is calculated in accordance with paragraph (2) or (3) and is less than the minimum level for the academic year specified in regulation 105, the minimum level for the academic year is payable.

(6) Subject to Chapter 4 of this Part, where the student's household income exceeds £50,726 but does not exceed £50,778, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year other than the final year of a course that is not an intensive course is—

(a) for a student in category A, £5,276;

(b) for a student in category B, £9,520;

(d) for a student in category D, £6,804.

(7) Subject to Chapter 4 of this Part, where the student's household income exceeds £50,726 but does not exceed £50,778, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year that is the final year of a course that is not an intensive course is—

(a) for a student in category A, £4,785;

(b) for a student in category B, £8,668;

(d) for a student in category D, £6,295.

(8) Subject to Chapter 4 of this Part, where the student's household income is £50,726 or less, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year other than the final year of a course that is not an intensive course is equal to X–Y where—

X is—for a student in category A, £5,276;for a student in category B, £9,520;for a student in category C, £8,100;for a student in category D, £6,804;

Y is the maintenance grant amount.

(9) Subject to Chapter 4 of this Part, where the student's household income is £50,726 or less, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year that is the final year of a course that is not an intensive course is equal to$X−Y$ where—

X is—for a student in category A, £4,785;for a student in category B, £8,668;for a student in category C, £7,044;for a student in category D, £6,295

Y is the maintenance grant amount.

(10) In this regulation, the “maintenance grant amount” is—

(a) where the student ... qualifies under Chapter 6 of Part 5 for a maintenance grant, half the amount of the maintenance grant payable; and

(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Type 1 and type 2 teacher training students who are 2009 cohort students

75

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

2012 cohort students with full entitlement

76

(1) This regulation applies to a 2012 cohort student with full entitlement.

(2) Subject to Chapter 4 of this Part and paragraph (5), where the student's household income exceeds £42,875 the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year other than the final year of a course that is not an intensive course is equal to$X−Y$ where—

X is—for a student in category A, £6,175;for a student in category B, £10,833;for a student in category C, £9,223;for a student in category D, £7,764;

Subject to paragraph (4), Y is £1 for every complete £7.10 by which the household income exceeds £42,875.

(3) Subject to Chapter 4 of this Part and paragraph (5), where the student's household income exceeds £42,875, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year that is the final year of a course that is not an intensive course is equal to$X−Y$ where—

X is—for a student in category A, £5,673;for a student in category B, £9,866;for a student in category C, £8,018;for a student in category D, £7,218;

Subject to paragraph (4), Y is £1 for every complete £7.10 by which the household income exceeds £42,875.

(4) Where the same household income is used to assess the amount of a statutory award for which two or more persons qualify, Y in paragraphs (2) and (3) must be divided by the number of such persons before being deducted from X.

(5) Where the maximum amount of loan for living costs is calculated in accordance with paragraph (2) or (3) and is less than the minimum level for the academic year specified in regulation 105, the minimum level for the academic year is payable.

(6) Subject to Chapter 4 of this Part, where the student's household income exceeds £42,737 but does not exceed £42,875, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year other than the final year of a course that is not an intensive course is—

(a) for a student in category A, £6,175;

(b) for a student in category B, £10,833;

(d) for a student in category D, £7,764.

(7) Subject to Chapter 4 of this Part, where the student's household income exceeds £42,737 but does not exceed £42,875 the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year that is the final year of a course that is not an intensive course is—

(a) for a student in category A, £5,673;

(b) for a student in category B, £9,866;

(d) for a student in category D, £7,218.

(8) Subject to Chapter 4 of this Part, where the student's household income is £42,737 or less, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year other than the final year of a course that is not an intensive course is equal to$X−Y$ where—

X is—for a student in category A, £6,175;for a student in category B, £10,833;for a student in category C, £9,223;for a student in category D, £7,764;

Y is the maintenance grant amount.

(9) Subject to Chapter 4 of this Part, where the student's household income is £42,737 or less, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year that is the final year of a course that is not an intensive course is equal to$X−Y$ where—

X is—for a student in category A, £5,673;for a student in category B, £9,866;for a student in category C, £8,018;for a student in category D, £7,218;

Y is the maintenance grant amount.

(10) In this regulation, the “maintenance grant amount” is

(a) half the amount of the maintenance grant payable; or

(b) where no maintenance grant is payable, nil.

Current system students with full entitlement who are not ... 2009, 2012 or 2016 cohort students

77

(1) This regulation applies to a current system student with full entitlement (other than a ... 2009, 2012 or 2016 cohort student).

(2) Subject to Chapter 4 of this Part, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year other than the final year of a course that is not an intensive course is equal to—

$$X−Y$where—X is—for a student in category A, £5,046;for a student in category B, £9,131;for a student in category C, £7,768;for a student in category D, £6,520;Y is the maintenance grant amount.$

(3) Subject to Chapter 4 of this Part, the maximum amount of loan for living costs for which a student to whom this regulation applies qualifies in respect of an academic year that is the final year of a course that is not an intensive course is equal to

$$X−Y$where—X is—for a student in category A, £4,558;for a student in category B, £8,312;for a student in category C, £6,754;for a student in category D, £6,031;Y is the maintenance grant amount.$

Type 1 and type 2 teacher training students who are not 2008 or 2009 cohort students

78

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

Old system students with full entitlement

79

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

Students with reduced entitlement

80

(1) Subject to Chapter 4 of this Part, the maximum amount of loan for living costs for which a student with reduced entitlement qualifies in respect of an academic year of a course other than the final year of a course that is not an intensive course is—

(a) where the student does not qualify for a grant for living and other costs in relation to the academic year because of regulation 38(4)(a)—

(i) for a student in category A, £2,122;

(ii) for a student in category B, £3,970;

(iii) for a student in category C or D, £2,828.

(b) where the student does not qualify for a grant for living and other costs in relation to the academic year because of regulation 38(6)—

(i) for a student in category A, £2,461;

(ii) for a student in category B, £4,607;

(iii) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(iv) for a student in category D, £3,281.

(c) where the student, other than a 2009 , 2012 or 2016 cohort student, applies for a loan for living costs and opts not to provide the information needed to calculate the household income , the amount is—

(i) for a student in category A, £3,782;

(ii) for a student in category B, £6,847;

(iii) for a student in category C, £5,827;

(iv) for a student in category D, £4,890.

...

(d) where a 2009 cohort student applies for a loan for living costs and opts not to provide the information needed to calculate the household income , the amount is—

(i) for a student in category A, £3,798;

(ii) for a student in category B, £6,855;

(iii) for a student in category C, £5,831;

(iv) for a student in category D, £4,898.

...

(e) where a 2012 student applies for a loan for living costs and opts not to provide the information needed to calculate the household income, the amount is—

(i) for a student in category A, £4,013;

(ii) for a student in category B, £7,041;

(iii) for a student in category C, £5,998;

(iv) for a student in category D, £5,050.

(f) where a 2016 cohort student , other than an eligible care leaver, applies for a loan for living costs and opts not to provide the information needed to calculate the household income, the amount is—

(i) for a student in category A, £4,013;

(ii) for a student in category B, £7,039;

(iii) for a student in category C, £5,996;

(iv) for a student in category D, £5,048.

(2) Subject to Chapter 4 of this Part, the maximum amount of loan for living costs for which a student with reduced entitlement qualifies in respect of an academic year that is the final year of a course that is not an intensive course is—

(a) where the student does not qualify for a grant for living and other costs in relation to the academic year because of regulation 38(4)(a)—

(i) for a student in category A, £1,609;

(ii) for a student in category B, £3,039;

(iii) for a student in category C or D, £2,204;

(b) where the student does not qualify for a grant for living and other costs in relation to the academic year because of regulation 38(6)—

(i) for a student in category A, £1,869;

(ii) for a student in category B, £3,523;

(iii) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(iv) for a student in category D, £2,557;

(c) where the student, other than a 2009 , 2012 or 2016 cohort student, applies for a loan for living costs and opts not to provide the information needed to calculate the household income , the amount is—

(i) for a student in category A, £3,421;

(ii) for a student in category B, £6,235;

(iii) for a student in category C, £5,066;

(iv) for a student in category D, £4,525.

...

(d) where a 2009 cohort student applies for a loan for living costs and opts not to provide the information needed to calculate the household income , the amount is—

(i) for a student in category A, £3,447;

(ii) for a student in category B, £6,241;

(iii) for a student in category C, £5,070;

(iv) for a student in category D, £4,534.

...

(e) where a 2012 ... cohort student applies for a loan for living costs and opts not to provide the information needed to calculate the household income, the amount is—

(i) for a student in category A, £3,687;

(ii) for a student in category B, £6,413;

(iii) for a student in category C, £5,212;

(iv) for a student in category D, £4,694;

(f) where a 2016 cohort student , other than an eligible care leaver, applies for a loan for living costs and opts not to provide the information needed to calculate the household income, the amount is—

(i) for a student in category A, £3,687;

(ii) for a student in category B, £6,413;

(iii) for a student in category C, £5,210;

(iv) for a student in category D, £4,693.

(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

CHAPTER 3 — LONG COURSES LOAN

Long courses loan

81

(1) A ... 2009 , 2012 or 2016 cohort student qualifies for a long courses loan in connection with the student's attendance on a designated course if the student—

(a) qualifies for a loan for living costs under this Part;

(b) is required to attend the course for a period exceeding 30 weeks and 3 days in an academic year; ...

(d) is not a 2016 cohort student who meets the conditions set out in regulation 71(1)(i).

(2) The maximum amount of the long courses loan is$X+Y$ where—

X is calculated in accordance with paragraph (3),

Y is calculated in accordance with paragraph (4);

(3) Where a ... 2009 , 2012 or 2016 cohort student is required to attend a course for a period exceeding 30 weeks and 3 days in an academic year, the number of weeks or part weeks of attendance in the academic year beyond 30 weeks and 3 days is multiplied by the relevant amount in paragraph (5);

(4) Where a ... 2009 , 2012 or 2016 cohort student attends a course for a period of not less than 45 weeks in any continuous period of 52 weeks, the total number of weeks in the 52-week period during which the student does not attend is multiplied by the relevant amount in paragraph (5);

(5) The amount is—

(a) for a student in category A, £77;

(b) for a student in category B, £149;

(d) for a student in category D, £116.

(6) Subject to paragraph 6A, a deduction from the amount of long courses loan calculated in accordance with this regulation may be made in accordance with Part 8.

(6A) Paragraph (6) does not apply in relation to a long courses loan for an eligible care leaver.

(7) For the purposes of calculating the maximum amount of the long courses loan, a student’s attendance on a pre-registration course or a postgraduate pre-registration course includes any time the student is required to spend, as part of that course, undertaking clinical training at a hospital or other premises.

CHAPTER 4 — MISCELLANEOUS

Quarters in respect of which the loan for living costs and the long courses loan are payable

82

(1) Subject to regulation 85, the loan for living costs is payable in respect of three quarters of the academic year and the long courses loan is payable in respect of four quarters of the academic year.

(2) The loan for living costs is not payable—

(a) in the case of a compressed degree student, in respect of the quarter nominated by the Secretary of State;

(b) in any other case, in respect of the quarter in which, in the opinion of the Secretary of State, the longest of any vacation occurs.

(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Students falling into more than one category

83

Where an eligible student falls into more than one of the categories set out in regulation 90 in the course of the academic year—

(a) the maximum amount of loan for living costs for the academic year is the aggregate of the maximum amount of loan for living costs for each quarter in respect of which the loan for living costs is payable;

(b) the maximum amount of loan for living costs for each such quarter is one third of the maximum amount of loan for living costs which would apply for the academic year if the student fell into the category which applies to the relevant quarter for the duration of the academic year;

(c) the maximum amount of long courses loan for the academic year is the aggregate of the maximum amount of long courses loan for each quarter in respect of which the long courses loan is payable;

(d) the maximum amount of long courses loan for each such quarter is one fourth of the maximum amount of long courses loan which would apply for the academic year if the student fell into the category which applies to the relevant quarter for the duration of the academic year; and

(e) the category which applies to a quarter is—

(i) the category into which the student falls for the longer or longest period in that quarter; or

(ii) if the student falls into more than one category for an equal period in that quarter, the category with the higher or highest rate of loan for living costs for the academic year.

Students residing with parents

84

(1) Where an eligible student (“X”) resides at X's parents' home and the Secretary of State is satisfied that in all the circumstances X's parents by reason of age, incapacity or otherwise cannot reasonably be expected to support X and that it would be appropriate for the amount of loan for living costs or long courses loan payable to a student in a category other than category A to apply in X's case, X must be treated as if X were not residing at X's parents' home for the purposes of this Part.

(2) Paragraph (1) does not apply to an eligible student who begins the specified designated course on or after 1st September 2004.

Students becoming eligible in the course of an academic year

85

(1) Where any of the following events occur in the course of an academic year, a student may qualify for a loan for living costs in respect of such quarters in respect of which such a loan is payable as begin after the event in question occurs—

(a) a course designation event which results in the student’s course becoming a designated course; or

(b) an in-year qualifying event (other than a settled status event) which results in the student becoming an eligible student.

(1A) Where a protected category event which results in a student becoming an eligible student occurs—

(a) in the course of the first academic year of a course; and

(b) on before the course start date,

the student may qualify for a loan for living costs in respect of all quarters of that academic year in respect of which a loan for living costs is payable.

(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(3) An eligible student to whom paragraph (1) applies does not qualify for a loan for living costs in respect of any academic year beginning before the academic year in which the relevant event occurred.

(4) The maximum amount of loan for living costs payable is the aggregate of the maximum amount of loan for living costs for each quarter in respect of which the student qualifies for the loan for living costs under this regulation.

(5) The maximum amount of loan for living costs for each quarter is one third of the maximum amount of loan for living costs which would apply for the academic year if the student fell into the category which applies to the relevant quarter for the duration of the academic year.

(6) The maximum amount of long courses loan payable is the aggregate of the maximum amount of long courses loan for each quarter in respect of which the student qualifies for the long courses loan under this regulation.

(7) The maximum amount of long courses loan for each quarter is one fourth of the maximum amount of long courses loan which would apply for the academic year if the student fell into the category which applies to the relevant quarter for the duration of the academic year.

Students who are treated as in attendance on a course

86

(1) A student to whom this regulation applies is treated as being in attendance on the designated course for the purpose of qualifying for the loan for living costs or the long courses loan.

(2) This regulation applies to—

(a) a compressed degree student;

(b) a student on a period of study or period of work placement in an Erasmus year;

(i) is not a compressed degree student; and

(ii) is undertaking a designated course ... in the United Kingdom but is not in attendance because the student is unable to attend for a reason which relates to the student's disability.

Increases in maximum amount

87

(1) This regulation does not apply in the case of a ... 2009 , 2012 or 2016 cohort student or a student with reduced entitlement.

(2) Where an eligible student is required to attend the student's course for a period exceeding 30 weeks and 3 days in an academic year, the maximum amount of loan for living costs specified in Chapter 2 of this Part is increased for each week or part week of attendance in the academic year beyond 30 weeks and 3 days by the relevant amount in paragraph (4).

(3) Where an eligible student attends the student's course for a period of not less than 45 weeks in any continuous period of 52 weeks, the maximum amount of loan for living costs specified in Chapter 2 of this Part is increased for each week in the 52-week period during which the student did not attend by the relevant amount in paragraph (4).

(4) The amount is—

(a) for a student in category A, £75;

(b) for a student in category B, £145;

(d) for a student in category D, £113.

Deductions from loans for living costs

88

(1) A deduction from the amount of loan for living costs calculated under this Part in respect of a current system student with full entitlement who is not a ... 2009 , 2012 or 2016 cohort student ... may be made in accordance with Part 8.

(2) There is no deduction under Part 8 from the amount of loan for living costs calculated under this Part in respect of a ... 2009 , 2012 or 2016 cohort student or a student with reduced entitlement.

Applying for an additional amount of loan for living costs or long courses loan

89

(1) An eligible student may apply to borrow an additional amount of loan for living costs or long courses loan where—

(a) the Secretary of State determines that the maximum amount of loan for living costs or long courses loan in relation to an academic year should be increased (including an increase from nil) as a result of a reassessment of the student's contribution or otherwise; and

(b) the Secretary of State considers that the increase in the maximum amount of the loan or loans in question does not result from the eligible student—

(i) failing to provide information promptly which might affect the student's ability to qualify for the loan or loans in question or the amount of loan or loans in question for which the student qualifies; or

(ii) providing information that is inaccurate in any material particular.

(2) The additional amount under paragraph (1) is an amount which when added to the amount already applied for does not exceed the increased maximum.

(3) Where an eligible student has applied for a loan for living costs or long courses loan of less than the maximum amount to which the student is entitled in relation to the academic year, the student may apply to borrow an additional amount which, when added to the amount already applied for, does not exceed the relevant maximum applicable in the student's case.

Categories of student

90

... in this Part—

(a) a student (“X”) is in category A if—

(i) X resides at X's parents' home while attending the designated course; or

(ii) X began the current course before 1st September 2009 and is a member of a religious order who resides in a house of that order;

(b) a student (“Y”) is in category B if Y is not in category A and Y attends one or more of the following—

(i) a course at the University of London;

(ii) a course at an institution which requires attendance for at least half the time in aggregate of any quarter of the course in the academic year at a site wholly or partly within the area comprising the City of London and the former Metropolitan Police District; or

(iii) a sandwich course at an institution which requires the eligible student to undertake work experience or a combination of work experience and study provided that ”Y” undertakes such work experience or combination of work experience and study for at least half the time in aggregate of any quarter of the course in the academic year at a site or sites wholly or partly within the area comprising the City of London and the former Metropolitan Police District;

(i) attends an overseas institution as part of the student's course;

(ii) attends the Institute;

(iii) attends an overseas work placement in an Erasmus year,

(d) a student is in category D if the student is not in categories A to C.

PART 7 — COLLEGE FEE LOANS

General

91

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

Qualifying conditions

92

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

Persons to be treated as eligible students

93

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

Disabled students

94

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

Students becoming eligible during the course of an academic year

95

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

Availability of college fee loans

96

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

Amount of college fee loan

97

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

Transfers

98

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

PART 8 — FINANCIAL ASSESSMENT

Calculation of contribution

99

(1) An eligible student's contribution in respect of an academic year is the amount, if any, calculated under Schedule 4.

(2) For the purposes of the exercise of the Secretary of State's functions under the 1998 Act and regulations made under it the Secretary of State may require an eligible student to provide from time to time such information as the Secretary of State considers necessary as to the income of any person whose means are relevant to the assessment of the student's contribution.

Application of contribution – 2008, 2009 or 2012 cohort students

100

In the case of a ... 2009, 2012 or 2016 cohort student, the Secretary of State must apply the contribution in accordance with regulation 103.

Application of contribution – current system students who are not ... 2009, 2012 or 2016 cohort students

101

In the case of a current system student who is not a ... 2009, 2012 or 2016 cohort student, the Secretary of State must apply the contribution in accordance with regulation 104.

Application of contribution – old system students

102

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

Order of application – 2008, 2009 or 2012 cohort students

103

The contribution or the remainder of the contribution, as the case may be, is to be applied as follows—

(a) first, to reduce the amount of adult dependants' grant calculated in accordance with regulation 47;

(b) second, to reduce the childcare grant calculated in accordance with regulation 47;

(c) third, to reduce the parents' learning allowance calculated in accordance with regulation 47 (except the first £50 of the allowance);

(d) fourth, to reduce the long courses loan for which the eligible student, other than an eligible care leaver, qualifies under Chapter 3 of Part 6;

(e) fifth, to reduce the grant for travel calculated in accordance with Chapter 5 of Part 5.

Order of application – other eligible students

104

The contribution or the remainder of the contribution, as the case may be, is to be applied as follows—

(a) first, to reduce the amount of adult dependants' grant calculated in accordance with regulation 47;

(b) second, to reduce the childcare grant calculated in accordance with regulation 47;

(c) third, to reduce the parents' learning allowance calculated in accordance with regulation 47 (except the first £50 of the allowance);

(d) fourth, to reduce the loan for living costs for which the eligible student (other than a student with reduced entitlement) qualifies under Part 6 to no less than the minimum level for the academic year specified in regulation 105;

(e) fifth, to reduce the grant for travel calculated in accordance with Chapter 5 of Part 5.

Minimum level of loan for living costs

105

(1) Subject to paragraphs (2) and (7), for a student other than a 2009 , 2012 or 2016 cohort student, the “minimum level for the academic year” in regulations 72(5) ... and 104(d) is—

(a) £3,782, in the case of a student in category A;

(b) £6,847, in the case of a student in category B;

(d) £4,890, in the case of a student in category D.

(2) Subject to paragraph (7), for a student other than a 2009 , 2012 or 2016 cohort student, where the academic year in question is the final year of a course other than an intensive course, the “minimum level for the academic year” in regulations 72(5) ... and 104(d) is—

(a) £3,421, in the case of a student in category A;

(b) £6,235, in the case of a student in category B;

(d) £4,525, in the case of a student in category D.

(3) Subject to paragraphs (4) and (7), for a 2009 cohort student the “minimum level for the academic year” in regulation 74(5) is—

(a) £3,798, in the case of a student in category A;

(b) £6,855, in the case of a student in category B;

(d) £4,898, in the case of a student in category D.

(4) Subject to paragraph (7), for a 2009 cohort student where the academic year in question is the final year of a course other than an intensive course, the “minimum level for the academic year” in regulation 74(5) is—

(a) £3,447, in the case of a student in category A;

(b) £6,241, in the case of a student in category B;

(d) £4,534, in the case of a student in category D.

(5) Subject to paragraphs (6) and (7), for a 2012 cohort student, the “minimum level for the academic year” in regulations 76 and 104(d) is—

(a) £4,013, in the case of a student in category A;

(b) £7,041, in the case of a student in category B;

(d) £5,050, in the case of a student in category D.

(6) Subject to paragraph (7), for a 2012 cohort student, where the academic year in question is the final year of a course other than an intensive course, the “minimum level for the academic year” in regulations 76 and 104(d) is—

(a) £3,687, in the case of a student in category A;

(b) £6,413, in the case of a student in category B;

(d) £4,694, in the case of a student in category D.

(6A) Subject to paragraphs (6B) and (7), for a 2016 cohort student who satisfies all the conditions in regulation 71(1)(g), the “minimum level for the academic year” in regulation 80A is—

(a) £4,013, in the case of a student in category A;

(b) £7,039, in the case of a student in category B;

(d) £5,048, in the case of a student in category D.

(6B) Subject to paragraph (7), for a 2016 cohort student who satisfies all the conditions in regulation 71(1)(g), where the academic year in question is the final year of a course other than an intensive course, the “minimum level for the academic year” in regulation 80A is—

(a) £3,687, in the case of a student in category A;

(b) £6,413, in the case of a student in category B;

(d) £4,693, in the case of a student in category D.

(6C) Subject to paragraphs (6D) and (7), for a 2016 cohort student who satisfies all the conditions in regulation 71(1)(h), the “minimum level for the academic year” in regulation 80B is—

(a) £4,013, in the case of a student in category A;

(b) £7,039, in the case of a student in category B;

(d) £5,048, in the case of a student in category D.

(6D) Subject to paragraph (7), for a 2016 cohort student who satisfies all the conditions in regulation 71(1)(h), where the academic year in question is the final year of a course other than an intensive course, the “minimum level for the academic year” in regulation 80B is—

(a) £3,687, in the case of a student in category A;

(b) £6,413, in the case of a student in category B;

(d) £4,693, in the case of a student in category D.

(7) Where different categories apply for different quarters of the academic year, the minimum levels in paragraphs (1) to (6D) are the aggregate of the amounts determined under paragraph (8) for each of the quarters in respect of which a loan is payable.

(8) The amount determined for each quarter is one third of the amount in paragraph (1), (2), (3), (4), (5) , (6), (6A), (6B), (6C) or (6D) which corresponds to the rate applicable for the quarter.

(9) The rate applicable for a quarter is determined in accordance with regulation 83.

(10) Categories A to D have the meaning given in regulation 90.

Amount of loan for living costs payable to certain type 1 and type 2 teacher training students

106

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

PART 9 — PAYMENTS

CHAPTER 1 — INTERPRETATION OF PART 9

Interpretation

107

In this Part—

(a) “attendance confirmation” means—

(i) confirmation from the academic authority that the student has enrolled for the academic year where—

(aa) the student is applying for support in connection with a designated course for the first time;

(bb) the student has a disability; and

(cc) the student is undertaking the course but not attending (regardless of whether the reason for not attending relates to the student's disability);

(ii) confirmation from the academic authority that the student has been present at the institution and begun to attend the course where—

(aa) the student is applying for support in connection with a designated course for the first time;

(bb) the student's status as an eligible student has not been transferred to the course from another designated course at the same institution; and

(cc) sub-paragraph (i)(cc) does not apply;

(iii) confirmation from the academic authority that the student has enrolled for the academic year where—

(aa) the student is applying for support in connection with a designated course other than for the first time; or

(bb) the student is applying for support in connection with a designated course for the first time after the student's status as an eligible student has been transferred to that course from another course at the same institution;

(b) “payment period” means a period in respect of which the Secretary of State pays the relevant support under Part 5 or Part 6 or would have paid such support if the eligible student's period of eligibility had not terminated.

CHAPTER 2 — PAYMENT OF GRANTS FOR FEES

Payment of grants for fees

108

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

CHAPTER 3 — PAYMENT OF GRANTS FOR LIVING AND OTHER COSTS

Payment of grants for living and other costs

109

(1) The Secretary of State may pay support under Part 5 in instalments.

(2) Subject to paragraph (3), the Secretary of State may pay support under Part 5 at such times as the Secretary of State considers appropriate.

(3) An academic authority is required to send an attendance confirmation to the Secretary of State.

(4) The Secretary of State must not pay the first instalment or, where it has been determined not to pay support under Part 5 by instalments, make any payment of support under that Part to any person before the Secretary of State has received the attendance confirmation unless an exception applies.

(5) An exception applies if—

(a) a disabled students' allowance is payable in which case that particular grant may be paid before the Secretary of State has received an attendance confirmation; or

(b) the Secretary of State has determined that owing to exceptional circumstances it would be appropriate to make a payment without receiving an attendance confirmation.

(6) Payments of support under Part 5 are to be made in such manner as the Secretary of State considers appropriate and the Secretary of State may make it a condition of entitlement to payment that the eligible student , or in the case of childcare grant, a person seeking payment of prescribed childcare charges must provide the Secretary of State or such person as the Secretary of State specifies with particulars of a bank or building society account in the United Kingdom into which payments may be made by electronic transfer.

(7) Where a final assessment cannot be made on the basis of the information provided by the student, the Secretary of State may make a provisional assessment and payment of support under Part 5.

(8) Subject to paragraph (9), no support under Part 5 is due in respect of any day of an academic year on which the eligible student is a prisoner, unless in the opinion of the Secretary of State it would be appropriate in all the circumstances for support to be paid in respect of that day.

(9) Paragraph (8) does not apply in respect of disabled student's allowance where the course began before 1st September 2012.

(10) In deciding whether it would be appropriate for support to be due under paragraph (8) the circumstances to which the Secretary of State must have regard include the financial hardship not paying the support would cause and whether not paying the support would affect the student's ability to continue the course.

(11) No support under Part 5 in respect of the current course is due in respect of any payment period beginning after an eligible student's period of eligibility terminates.

(12) Where an eligible student's period of eligibility terminates on or after the relevant date, the Secretary of State must determine—

(a) the amount of each grant for living and other costs for which the student qualifies that would be payable in respect of the relevant payment period if the eligible student's period of eligibility had not terminated (the “full amount”); and

(b) how much of the full amount is due in respect of the period which runs from the first day of the relevant payment period up to and including the day on which the eligible student's period of eligibility terminated (the “partial amount”).

(13) In this regulation, the “relevant date” is the date on which the first term of the academic year in question actually begins.

(14) If the Secretary of State has made a payment of grant for living and other costs in respect of the relevant payment period before the point in that period at which the eligible student's period of eligibility terminated and that payment exceeds the partial amount of that grant—

(a) the Secretary of State may treat the excess as an overpayment of that grant; or

(b) if the Secretary of State considers that it is appropriate to do so the Secretary of State may extend the student's period of eligibility in respect of that grant until the end of the relevant payment period and determine that the full amount of that grant is due in respect of that payment period.

(15) Subject to paragraph (16), if a payment of a grant for living and other costs in respect of the relevant payment period is due to be made or is made after the eligible student's period of eligibility has terminated, the amount of that grant due is the partial amount unless the Secretary of State considers it appropriate to extend the period of eligibility in respect of that grant until the end of the relevant payment period and to determine that the full amount of that grant is due in respect of that payment period.

(16) Paragraph (15) does not apply to a payment of the disabled students' allowance in respect of specialist equipment.

(17) No support under Part 5 is due in respect of a payment period during any part of which an eligible student is absent from the course, unless in the opinion of the Secretary of State it would be appropriate in all the circumstances for support to be paid in respect of the period of absence.

(18) In deciding whether it would be appropriate for support to be due under paragraph (17) the circumstances to which the Secretary of State must have regard include the reasons for the student's absence, the length of the absence and the financial hardship which not paying the support would cause.

(19) An eligible student is not to be considered absent from the course if the student is unable to attend due to illness and the student's absence has not exceeded 60 days.

(20) Where, after the Secretary of State has made any payment of support under Part 5 or Part 6, the Secretary of State makes a determination of the amount of a grant for living and other costs for which the student qualifies either for the first time or by way of revision of a provisional or other determination of that amount—

(a) if the determination increases the amount of that grant for which the student qualifies the Secretary of State must pay the additional amount in such instalments (if any) and at such times as the Secretary of State considers appropriate;

(b) if the determination decreases the amount of that grant for which the student qualifies the Secretary of State must subtract the amount of the decrease from the amount of that grant which remains to be paid;

(c) if the amount of the decrease is greater than the amount of that grant remaining to be paid the latter amount is reduced to nil and the balance subtracted from any other grant for living and other costs for which the student qualifies in respect of the academic year;

(d) any remaining overpayment is recoverable in accordance with Chapter 5 of this Part.

(21) In the case of childcare grant—

(a) the general rule is that an application from a person seeking payment of prescribed childcare charges must reach the Secretary of State during the period of 13 weeks beginning with the day immediately following the last day of the week in which the student incurred those prescribed childcare charges;

(b) the general rule does not apply where—

(i) the student incurred the prescribed childcare charges before 9th March 2026, in which case the application must reach the Secretary of State before the end of the period of 13 weeks beginning with that date;

(ii) the Secretary of State, having regard to the circumstances of the particular case, considers that the time limit should be relaxed, in which case the application must reach the Secretary of State not later than such date as the Secretary of State specifies.

(22) In paragraph (21), a week runs from Monday to Sunday.

CHAPTER 4 — PAYMENT OF LOANS

General

110

(1) Subject to paragraph (2)—

(a) fee loans in connection with designated courses are payable in accordance with regulation 113;

(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(d) loans for living costs in connection with designated courses and long courses loans are payable in accordance with regulation 116;

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