Statutory Instrument 2006 No. 119
The Education (Student Support) Regulations 2006
(The document as of February, 2008)
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STATUTORY INSTRUMENTS
2006 No. 119
EDUCATION, ENGLAND AND WALES
EDUCATION, NORTHERN IRELAND
The Education (Student Support) Regulations 2006
| | Made | 23rd January 2006 | |
| | Laid before Parliament | 7th February 2006 | |
| | Coming into force | 1st March 2006 | |
CONTENTSPART 1GENERAL
| 1. | Citation, commencement, application and extent |
| 3. | Revocation, savings and transitional provisions |
PART 2ELIGIBILITY
PART 3APPLYING FOR SUPPORT AND PROVISION OF INFORMATION
| 8. | Applications for support |
PART 4FEE SUPPORTCHAPTER 1TYPES OF FEE SUPPORT AVAILABLE
| 13. | Students becoming eligible in the course of an academic year |
CHAPTER 2FEE LOANS FOR NEW SYSTEM STUDENTS
| 16. | Availability of fee loans to new system students - general |
| 17. | Standard entitlement of new system students who have not studied on a previous course |
| 18. | Standard entitlement of new system students who have studied on a previous course |
| 19. | Standard entitlement of new system students on end-on courses and certain degree courses |
| 20. | Amount of the fee loan |
CHAPTER 3GRANTS FOR FEES FOR OLD SYSTEM STUDENTS
| 24. | Gap year students who have not studied on a previous course |
| 25. | Gap year students who have studied on a previous course |
| 26. | Availability of the grant for fees to old system students for years of repeat study |
| 27. | Amount of the grant for fees for a course at a publicly-funded institution |
| 28. | Amount of the grant for fees for a course that is provided at a private institution on behalf of a publicly-funded institution |
| 29. | Amount of the grant for fees for a course at a private institution |
CHAPTER 4FEE CONTRIBUTION LOANS FOR OLD SYSTEM STUDENTS
| 30. | Availability of fee contribution loans to old system students |
| 31. | Amount of the fee contribution loan |
CHAPTER 5INTERPRETATION OF PART 4
| 33. | Bursary year, ordinary duration, preliminary course, qualifying year of study and standard academic year |
PART 5GRANTS FOR LIVING AND OTHER COSTSCHAPTER 1TYPES OF GRANTS AVAILABLE
CHAPTER 2GENERAL PROVISIONS
| 37. | General qualifying conditions for grants for living and other costs |
CHAPTER 3DISABLED STUDENTS' ALLOWANCES
| 38. | Qualifying conditions for the disabled students' allowance |
| 39. | Amount of the disabled students' allowance |
CHAPTER 4GRANTS FOR DEPENDANTS
| 41. | Adult dependants' grant |
| 43. | Parents' learning allowance |
| 45. | Interpretation of Chapter 4 |
CHAPTER 5GRANTS FOR TRAVEL
| 46. | Qualifying conditions for the grant for travel |
| 47. | Amount of the grant for travel |
CHAPTER 6MAINTENANCE GRANTS FOR NEW SYSTEM STUDENTS
| 48. | Qualifying conditions for the maintenance grant |
| 49. | Amount of the maintenance grant |
CHAPTER 7SPECIAL SUPPORT GRANTS FOR NEW SYSTEM STUDENTS
| 50. | Qualifying conditions for the special support grant |
| 51. | Amount of the special support grant |
CHAPTER 8HIGHER EDUCATION GRANTS FOR OLD SYSTEM STUDENTS
| 52. | Qualifying conditions for the higher education grant |
| 53. | Amount of the higher education grant |
PART 6LOANS FOR LIVING COSTSCHAPTER 1QUALIFYING CONDITIONS
| 54. | Qualifying conditions for the loan for living costs – new system students |
| 55. | Qualifying conditions for the loan for living costs – old system students |
CHAPTER 2MAXIMUM AMOUNTS OF LOANS
| 57. | New system students with full entitlement |
| 58. | Type 1 and type 2 teacher training students |
| 59. | Old system students with full entitlement |
| 60. | Students with reduced entitlement |
CHAPTER 3MISCELLANEOUS
| 61. | Quarters in respect of which the loan for living costs is payable |
| 62. | Students falling into more than one category |
| 63. | Students residing with parents |
| 64. | Students becoming eligible in the course of an academic year |
| 66. | Increases in maximum amount |
| 67. | Deductions from loans for living costs |
| 68. | Applying for an additional amount of loan for living costs |
| 70. | Interpretation of Part 6 |
PART 7INTEREST AND INSOLVENCY
PART 8FINANCIAL ASSESSMENT
| 73. | Calculation of contribution |
| 74. | Application of contribution – new system students |
| 75. | Application of contribution – old system students |
| 77. | Application of contribution to loan for living costs |
PART 9PAYMENTS
| 78. | Payment of grants for fees |
| 79. | Payment of fee loans and fee contribution loans |
| 80. | Payment of loans – information requirements |
| 81. | Payment of grants for living and other costs and loans for living costs – timing of payments |
| 82. | Payment of grants for living and other costs and loans for living costs - general provisions |
PART 10SUPPORT FOR PART-TIME COURSES
| 84. | Eligible part-time students |
| 85. | Designated part-time courses |
| 87. | Assistance for part-time courses |
| 89. | Interpretation of regulation 88 |
| 90. | Assistance with fees in respect of attendance on a course in Wales, Northern Ireland or Scotland |
| 91. | Disabled part-time students' allowances |
| 92. | Applications for support |
| 93. | Declarations provided by academic authorities |
| 97. | Payment of grants for books, travel and other expenditure and disabled part-time students' allowances |
| 98. | Payment of grants for fees |
PART 11SUPPORT FOR POSTGRADUATE STUDENTS WITH DISABILITIES
| 100. | Eligible postgraduate students |
| 101. | Designated postgraduate courses |
| 102. | Period of eligibility |
| 104. | Applications for support |
| | SCHEDULE 1— | ELIGIBLE STUDENTS |
| | SCHEDULE 2— | DESIGNATED COURSES |
| | SCHEDULE 4— | FINANCIAL ASSESSMENT |
The Secretary of State for Education and Skills makes the following Regulations in exercise of the powers conferred by sections 22, 42(6) and 43(1) of the Teaching and Higher Education Act 1998[1]:
PART 1GENERALCitation, commencement, application and extent 1.—(1) These Regulations may be cited as the Education (Student Support) Regulations 2006 and shall come into force on 1st March 2006.
(2) Subject to paragraphs (3) and (4), these Regulations apply in relation to England[2].
(3) Regulation 72(1) also applies in relation to Wales.
(4) Regulation 72(2) extends to Northern Ireland.
Interpretation 2.—(1) In these Regulations—
"the 1962 Act" means the Education Act 1962[3];
"the 1998 Act" means the Teaching and Higher Education Act 1998;
"the 2004 Act" means the Higher Education Act 2004[4];
"the 1998 Regulations" means the Education (Student Support) Regulations 1998[5];
"the 1999 Regulations" means the Education (Student Support) Regulations 1999[6];
"the 2000 Regulations" means the Education (Student Support) Regulations 2000[7];
"the 2001 Regulations" means the Education (Student Support) Regulations 2001[8];
"the 2002 Regulations" means the Education (Student Support) Regulations 2002[9];
"the 2003 Regulations" means the Education (Student Support) (No. 2) Regulations 2002[10] as amended only by the Education (Student Support) (No. 2) Regulations 2002 (Amendment) Regulations 2003[11] and the Education (Student Fees and Support) (Switzerland) Regulations 2003[12];
"the 2004 Regulations" means the 2003 Regulations as amended by the Education (Student Support) (No. 2) Regulations 2002 (Amendment) Regulations 2004[13], the Education (Student Support) (No. 2) Regulations 2002 (Amendment) (No. 2) Regulations 2004[14], the Education (Student Support) (No. 2) Regulations 2002 (Amendment) (No. 3) Regulations 2004[15], the Education (Student Support) (No. 2) Regulations 2002 (Amendment) (No. 4) Regulations 2004[16], the Education (Student Support) (No. 2) Regulations 2002 (Amendment) Regulations 2005[17], the Education (Student Support) (Amendment) Regulations 2005[18] and the Education (Student Support) (Amendment) (No. 2) Regulations 2005[19];
"the 2005 Regulations" means the Education (Student Support) Regulations 2005[20] as amended by the Education (Student Support) (Amendment) Regulations 2005, the Education (Student Support) (Amendment) (No. 2) Regulations 2005 and the Adoption and Children (Miscellaneous Amendments) Regulations 2005[21];
"academic authority" means, in relation to an institution, the governing body or other body having the functions of a governing body and includes a person acting with the authority of that body;
"academic year" means the period of twelve months beginning on 1st January, 1st April, 1st July or 1st September of the calendar year in which the academic year of the course in question begins according to whether that academic year begins on or after 1st January and before 1st April, on or after 1st April and before 1st July, on or after 1st July and before 1st August or on or after 1st August and on or before 31st December, respectively;
"accelerated course" means a course which persons undertaking it are normally required by the institution providing it to attend (whether at premises of the institution or elsewhere) for a period of at least 40 weeks in the final year, being a course of two academic years' duration;
"borrower" means a person to whom a loan has been made;
"contribution" means an eligible student's contribution calculated pursuant to regulation 73 and Schedule 4;
"course for the initial training of teachers" includes such a course leading to a first degree unless otherwise indicated but excludes an employment-based teacher training scheme;
"current course" means the designated course in respect of which a person is applying for support;
"designated course" means a course designated by regulation 5 or by the Secretary of State under regulation 5;
"designated part-time course" means a course designated by regulation 85 or by the Secretary of State under regulation 85;
"designated postgraduate course" means a course designated by regulation 101 or by the Secretary of State under regulation 101;
"electronic signature" is so much of anything in electronic form as—
(a) is incorporated into or otherwise logically associated with any electronic communication or electronic data; and
(b) purports to be so incorporated or associated for the purpose of being used in establishing the authenticity of the communication or data, the integrity of the communication or data, or both;
"eligible part-time student" has the meaning given in regulation 84;
"eligible postgraduate student" has the meaning given in regulation 100;
"eligible student" has the meaning given in regulation 4;
"employment-based teacher training scheme" means—
(a) a scheme established by the Secretary of State whereby a person may undertake initial teacher training in order to obtain qualified teacher status while being employed to teach at a school, city college, Academy, independent school or other institution except a pupil referral unit; or
(b) a scheme established by the National Assembly for Wales whereby persons who are or who have been employed in a school or other educational institution except a pupil referral unit may become qualified teachers;
(a) a full-time first degree course (other than a first degree course for the initial training of teachers) which, disregarding any intervening vacation, a student begins immediately after ceasing to attend a full-time course mentioned in paragraph 2 or 3 of Schedule 2 for which the student received or was entitled to receive a transitional award, a loan under the 1998 Regulations or support under the 1999, 2000, 2001, 2002, 2003, 2004 or 2005 Regulations;
(b) a full-time honours degree course beginning on or after 1st September 2006 which, disregarding any intervening vacation, a student begins immediately after ceasing to attend a full-time foundation degree course and for which the student received or was entitled to receive a transitional award, a loan under the 1998 Regulations or support under the 1999, 2000, 2001, 2002, 2003, 2004 or 2005 Regulations;
(c) a course for the initial training of teachers beginning before 1st September 2006 the duration of which does not exceed two years (the duration of a part-time course being expressed as its full-time equivalent) which, disregarding any intervening vacation, a student begins immediately after ceasing to attend a first degree course for which the student received or was entitled to receive a transitional award, a loan under the 1998 Regulations or support under the 1999, 2000, 2001, 2002, 2003, 2004 or 2005 Regulations;
"Erasmus year" means an academic year of a course during which a student is participating in the action scheme of the European Community for the mobility of university students known as ERASMUS[22] and his course is a course referred to in regulation 5(1)(d) and all the periods of study during the academic year are at an institution outside the United Kingdom;
"European Community" means the territory comprised by the Member States of the European Community as constituted from time to time;
"fee contribution loan" means a loan for fees made to an old system student pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act;
"fee loan" means a loan for fees made to a new system student pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act;
"fees" has the meaning given in section 41(1) of the 2004 Act;
"fee support" means a grant for fees pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act, a fee contribution loan or a fee loan;
"flexible postgraduate course for the initial training of teachers" means a graduate-entry or postgraduate-level course for the initial training of teachers, the length and pattern of which is determined by reference to the eligible student's experience and training requirements and which has been approved by the Training and Development Agency for Schools[23];
"former Metropolitan Police District" means—
(a) Greater London, excluding the city of London, the Inner Temple and the Middle Temple;
(b) in the county of Essex, in the district of Epping Forest—
the area of the former urban district of Chigwell,
the parish of Waltham Abbey;
(c) in the county of Hertfordshire—
in the borough of Broxbourne, the area of the former urban district of Cheshunt,
the district of Hertsmere,
in the district of Welwyn Hatfield, the parish of Northaw; and
(d) in the county of Surrey—
in the borough of Elmbridge, the area of the former urban district of Esher,
the boroughs of Epsom and Ewell and Spelthorne,
in the district of Reigate and Banstead, the area of the former urban district of Banstead;
"gap year student" has the meaning given in paragraph (2);
"healthcare bursary" means a bursary or award of similar description under section 63 of the Health Services and Public Health Act 1968[24] or Article 44 of the Health and Personal Social Services (Northern Ireland) Order 1972[25];
"higher education course" means a course referred to in Schedule 2 or a postgraduate or other course the standard of which is higher than the standard of a first degree course;
"household income" has the meaning given in Schedule 4;
"Islands" means the Channel Islands and the Isle of Man;
"loan", except where otherwise indicated, means a loan pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act, including the interest accrued on the loan and any penalties or charges incurred in connection with it;
"loan for living costs" means a loan for living costs pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act;
"maintained school" means a community, foundation or voluntary school, a community or foundation special school or a maintained nursery school;
"new system student" means an eligible student who begins the current course on or after 1st September 2006 and who is not an old system student;
"old award" is an award within the meaning of the Education (Mandatory Awards) Regulations 2003[26];
"old system student" means an eligible student who—
(a) began the current course before 1st September 2006 and who is continuing on that course after 31st August 2006;
(b) is a gap year student in relation to the current course;
(c) began the current course on or after 1st September 2006 where that course is an end-on course (other than one of the kind referred to in paragraph (c) of the definition of "end-on course" in this regulation) following on from—
(i) a course that he began before 1st September 2006; or
(ii) a course that he began before 1st September 2007 and in relation to which he was a gap year student; or
(d) began the current course on or after 1st September 2006 having had his status as an eligible student transferred to that course as a result of one or more transfers of that status by the Secretary of State pursuant to regulations made by her under section 22 of the 1998 Act from a designated course in connection with which the Secretary of State determined him to be an eligible student and which he began—
(i) before 1st September 2006; or
(ii) before 1st September 2007 and in relation to which he was a gap year student;
"period of eligibility" has the meaning given respectively in regulation 6 in relation to an eligible student, in regulation 86 in relation to an eligible part-time student and in regulation 102 in relation to an eligible postgraduate student;
"periods of work experience" means—
(a) periods of industrial, professional or commercial experience associated with full-time study at an institution but at a place outside that institution;
(b) periods during which a student is employed and residing in a country whose language is one that he is studying for his course (provided that the period of residence in that country is a requirement of his course and the study of one or more modern languages accounts for not less than one half of the total time spent studying on the course);
"private institution" means an institution which is not publicly funded;
"public funds" means moneys provided by Parliament;
"publicly-funded", unless otherwise indicated, means maintained or assisted by recurrent grants out of public funds and related expressions are to be interpreted accordingly;
"qualified teacher" has the meaning given in section 132(1) of the Education Act 2002[27];
"quarter" in relation to an academic year means a period in that year—
(a) beginning on 1st January and ending on 31st March;
(b) beginning on 1st April and ending on 30th June;
(c) beginning on 1st July and ending on 31st August; or
(d) beginning on 1st September and ending on 31st December;
"refugee" means a person who is recognised by Her Majesty's government as a refugee within the meaning of the United Nations Convention relating to the Status of Refugees done at Geneva on 28th July 1951[28] as extended by the Protocol thereto which entered into force on 4th October 1967[29];
"Research Council" means any of the following research councils—
(a) Arts and Humanities Research Council,
(b) Biotechnology and Biological Sciences Research Council,
(c) Economic and Social Research Council,
(d) Engineering and Physical Sciences Research Council,
(e) Medical Research Council,
(f) Natural Environment Research Council,
(g) Particle Physics and Astronomy Research Council;
"sandwich course" has the meaning given in paragraph (6);
"Scottish healthcare allowance" means any allowance under sections 73(f) and 74(1) of the Education (Scotland) Act 1980[30] granted in respect of a person on a course leading to a qualification in a healthcare profession other than as a medical doctor or dentist;
"specified designated course" has the meaning given in paragraph (7);
"statutory award" means any award bestowed, grant paid or other support provided by virtue of the 1998 Act or the 1962 Act, or any comparable award, grant or other support in respect of undertaking a course which is paid out of public funds;
"student loans legislation" means the Education (Student Loans) Act 1990[31], the Education (Student Loans) (Northern Ireland) Order 1990[32], the Education (Scotland) Act 1980 and regulations made thereunder, the Education (Student Support) (Northern Ireland) Order 1998[33] and regulations made thereunder or the 1998 Act and regulations made thereunder;
"support" means financial support by way of grant or loan made by the Secretary of State pursuant to regulations made by her under section 22 of the 1998 Act;
"transitional award" means an award made under the Education (Mandatory Awards) Regulations 1998[34] other than an old award;
"type 1 teacher training student" means a new system student on a course for the initial training of teachers (other than a course for a first degree) whose periods of full-time attendance (including attendance for the purpose of teaching practice) in the academic year in respect of which he is applying for support are in aggregate at least 6 weeks but less than 10 weeks; and
"type 2 teacher training student" means a new system student on a course for the initial training of teachers (other than a course for a first degree) whose periods of full-time attendance (including attendance for the purpose of teaching practice) in the academic year in respect of which he is applying for support are in aggregate 10 weeks or more.
(2) In these Regulations, a person is a "gap year student" in relation to a course provided by or on behalf of an institution that was publicly funded as at 1st August 2005 if he meets the conditions in paragraph (3) or (5).
(3) The conditions are—
(a) the person had on or before 1st August 2005 received an offer, whether conditional on obtaining specified qualifications or not, of a place on the current course or a similar course; and
(b) the first academic year of the current course begins on or after 1st September 2006 but before 1st September 2007.
(4) In paragraph (3), a course (the "original course") is similar to the current course if—
(a) it appears to the governing body of the institution providing the current course that the subject-matter of the course is in whole or in part the same as the subject-matter of the original course; and
(b) except where the original course is no longer being provided, the current course is provided by the institution which was to have provided the original course.
(5) The conditions are—
(a) the person had received an offer of a place on a designated course (whether or not at the same institution as the current course) the first academic year of which begins before 1st September 2006;
(b) he was unable to take up the offer because a specified qualification or grade was not awarded to him;
(c) he appealed against the decision not to award him the qualification or grade;
(d) the appeal was allowed after the last date on which he could have taken up the offer;
(e) as a result, he was offered a place on the current course; and
(f) the first academic year of the current course begins on or after 1st September 2006 but before 1st September 2007.
(6) In these Regulations—
(a) a course is a "sandwich course" if—
(i) it is not a course for the initial training of teachers;
(ii) it consists of alternate periods of full-time study in an institution and periods of work experience; and
(iii) taking the course as a whole, the student attends the periods of full-time study for an average of not less than 18 weeks in each year;
(b) in calculating the student's attendance for the purposes of paragraph (a), the course is to be treated as beginning with the first period of full-time study and ending with the last such period; and
(c) for the purposes of paragraph (a), where periods of full-time study and work experience alternate within any week of the course, the days of full-time study are aggregated with each other and with any weeks of full-time study in determining the number of weeks of full-time study in each year.
(7) In these Regulations, the "specified designated course" means the current course subject to paragraphs (8) and (9).
(8) Where the student's status as an eligible student has been transferred to the current course as a result of one or more transfers of that status by the Secretary of State from a course (the "initial course") in connection with which the Secretary of State determined the student to be an eligible student pursuant to regulations made by her under section 22 of the 1998 Act, the specified designated course is the initial course.
(9) Where the current course is an end-on course, the specified designated course is the course in relation to which the current course is an end-on course (the "preceding course"). Where the preceding course is itself an end-on course, the specified designated course is the course in relation to which the preceding course is an end-on course.
Revocation, savings and transitional provisions
3.—(1) Subject to paragraphs (2) and (3), the following regulations are revoked on 1st September 2006—
(a) the Education (Student Support) Regulations 2005;
(b) the Education (Student Support) (Amendment) Regulations 2005; and
(c) the Education (Student Support) (Amendment) (No. 2) Regulations 2005.
(2) Paragraphs (2) to (4) of regulation 3 of the 2005 Regulations continue to apply.
(3) The 2005 Regulations continue to apply to the provision of support to students in relation to an academic year which begins on or after 1st September 2005 but before 1st September 2006.
(4) Regulation 71 applies to loans with effect from 1st September 2006.
(5) These Regulations apply in relation to the provision of support to students in relation to an academic year which begins on or after 1st September 2006 whether anything done under these Regulations is done before, on or after 1st September 2006.
(6) Despite any other provision in these Regulations where—
(a) a person attends a course in respect of which a transitional award was bestowed on him; or
(b) no award under the 1962 Act was bestowed in respect of the course but a transitional award would have been bestowed on him if he had applied for an award under the 1962 Act and his resources had not exceeded his requirements,
he is an old system student for the purposes of Parts 4 and 5 in connection with the course, or in connection with any subsequent course to which the award (either bestowed or which would have been bestowed under the 1962 Act) would have been transferred if transitional awards provided for payments after the first year of a course, but unless paragraph (7) applies he qualifies for support by way of loan for living costs under Part 6 only if he is an eligible student under these Regulations and if he satisfies the qualifying conditions for an old system student in Part 6.
(7) Despite any other provision in these Regulations, where any person received or was eligible to receive a loan in relation to an academic year of a course under the 1998 Regulations he is an old system student for the purposes of Part 6 in connection with the course, or any subsequent designated course which (disregarding any intervening vacation) he begins immediately after ceasing that course, but unless paragraph (6) applies he qualifies for fee support under Chapters 3 and 4 of Part 4 and grants for living and other costs under Part 5 only if he is an eligible student under these Regulations and if he satisfies the relevant qualifying conditions for an old system student in Parts 4 and 5.
PART 2ELIGIBILITYEligible students 4.—(1) An eligible student qualifies for support in connection with a designated course subject to and in accordance with these Regulations.
(2) Subject to paragraph (3), a person is an eligible student in connection with a designated course if the Secretary of State has determined in connection with that course that the person falls within one of the categories set out in Part 2 of Schedule 1.
(3) A person is not an eligible student if—
(a) an old award has been bestowed on him in respect of his attendance on the course;
(b) he is eligible for a loan in relation to an academic year of the course under the Education (Student Loans) Act 1990 or the Education (Student Loans) (Northern Ireland) Order 1990;
(c) there has been bestowed on him or paid to him in connection with the course—
(i) a healthcare bursary the amount of which is not calculated by reference to his income; or
(ii) any allowance under the Nursing and Midwifery Student Allowances (Scotland) Regulations 1992[35];
(d) he is in breach of any obligation to repay any loan;
(e) he has reached the age of 18 and has not ratified any agreement for a loan made with him when he was under the age of 18; or
(f) he has, in the opinion of the Secretary of State, shown himself by his conduct to be unfitted to receive support.
(4) For the purposes of paragraphs (3)(d) and (3)(e), "loan" means a loan made under the student loans legislation.
(5) In a case where the agreement for a loan is subject to the law of Scotland, paragraph (3)(e) only applies if the agreement was made—
(a) before 25th September 1991; and
(b) with the concurrence of the borrower's curator or at a time when he had no curator.
(6) An eligible student in respect of whom the first academic year of the specified designated course begins on or after 1st September 2000 may not, at any one time, qualify for support for—
(a) more than one designated course;
(b) a designated course and a designated part-time course;
(c) a designated course and a designated postgraduate course.
(7) Despite paragraphs (2) and (3), a person is an eligible student for the purposes of these Regulations if he satisfies the conditions in paragraph (8), (9) or (10).
(8) The conditions are—
(a) the person qualified as an eligible student in connection with an earlier academic year of the current course pursuant to regulations made by the Secretary of State under section 22 of the 1998 Act;
(b) the person was not ordinarily resident in Wales on the first day of the first academic year of the current course; and
(c) the person's status as an eligible student has not terminated.
(9) The conditions are—
(a) the current course is an end-on course (other than one of the kind referred to in paragraph (c) of the definition of "end-on course" in regulation 2) that the person begins on or after 1st September 2006;
(b) the person qualified as an eligible student in connection with the course in relation to which the current course is an end-on course;
(c) the period of eligibility in respect of the course referred to in sub-paragraph (b) only ceased on the grounds that the student had completed the course; and
(d) the person was not ordinarily resident in Wales on the first day of the first academic year of the course referred to in sub-paragraph (b).
(10) The conditions are—
(a) the Secretary of State has previously determined that the person is—
(i) an eligible part-time student in connection with a designated part-time course; or
(ii) an eligible student in connection with a designated course other than the current course;
(b) the person's status as an eligible part-time student or as an eligible student in connection with the course referred to in sub-paragraph (a) has been converted or transferred from that course to the current course as a result of one or more conversions or transfers in accordance with regulations made by the Secretary of State under section 22 of the 1998 Act;
(c) the person was not ordinarily resident in Wales on the first day of the first academic year of the course referred to in sub-paragraph (a); and
(d) the person's status as an eligible student has not terminated.
Designated courses
5.—(1) Subject to paragraphs (2) and (3), a course is a designated course for the purposes of section 22(1) of the 1998 Act and regulation 4 if it is—
(a) mentioned in Schedule 2;
(b) one of the following—
(i) a full-time course;
(ii) a sandwich course; or
(iii) a part-time course for the initial training of teachers;
(c) of at least one academic year's duration; and
(d) wholly provided by a publicly-funded educational institution or institutions in the United Kingdom or provided by such an institution or institutions in conjunction with an institution or institutions outside the United Kingdom.
(2) A course falling within paragraph 6 or 7 of Schedule 2 is not a designated course where the governing body of a maintained school has arranged for the provision of such a course to a pupil of the school.
(3) A course that is taken as part of an employment-based teacher training scheme is not a designated course.
(4) For the purposes of paragraph (1)—
(a) a course is provided by an institution if it provides the teaching and supervision which comprise the course, whether or not the institution has entered into an agreement with the student to provide the course;
(b) a university and any constituent college or institution in the nature of a college of a university is to be regarded as publicly funded if either the university or the constituent college or institution is publicly funded; and
(c) an institution is not to be regarded as publicly funded by reason only that it receives public funds from the governing body of a higher education institution in accordance with section 65(3A) of the Further and Higher Education Act 1992[36].
(5) A course to which this paragraph applies is considered to be a single course for a first degree or for an equivalent qualification even though—
(a) the course may lead to another degree or qualification being conferred before the degree or equivalent qualification; and
(b) part of the course may be optional.
(6) Paragraph (5) applies to a course the standard of which is not higher than a first degree which leads to a qualification as a medical doctor, dentist, veterinary doctor, architect, landscape architect, landscape designer, landscape manager, town planner or town and country planner.
(7) For the purposes of section 22 of the 1998 Act and regulation 4(1) the Secretary of State may designate courses of higher education which are not designated under paragraph (1).
Period of eligibility
6.—(1) An eligible student retains his status as an eligible student in connection with a designated course until the status terminates in accordance with this regulation.
(2) The period for which an eligible student retains the status is the "period of eligibility".
(3) Subject to the following paragraphs, the period of eligibility terminates at the end of the academic year in which the student completes the designated course.
(4) The period of eligibility terminates when the eligible student—
(a) withdraws from his designated course in circumstances where the Secretary of State has not transferred or converted or will not transfer or convert his status as an eligible student under regulation 7 or regulation 96; or
(b) abandons or is expelled from his designated course.
(5) The Secretary of State may terminate the period of eligibility where the eligible student has shown himself by his conduct to be unfitted to receive support.
(6) If the Secretary of State is satisfied that an eligible student has failed to comply with any requirement to provide information under these Regulations or has provided information which is inaccurate in a material particular, the Secretary of State may take such of the following actions as she considers appropriate in the circumstances—
(a) terminate the period of eligibility;
(b) determine that the student no longer qualifies for any particular support or particular amount of support;
(c) treat any support paid to the student as an overpayment which may be recovered under regulation 83.
(7) Where the period of eligibility terminates before the end of the academic year in which the student completes the designated course, the Secretary of State may, at any time, renew the period of eligibility for such period as she determines.
Transfer of status
7.—(1) Where an eligible student transfers to another course, the Secretary of State must transfer the student's status as an eligible student to that course where—
(a) she receives a request from the eligible student to do so;
(b) she is satisfied that one or more of the grounds for transfer in paragraph (2) applies; and
(c) the period of eligibility has not terminated.
(2) The grounds for transfer are—
(a) on the recommendation of the academic authority the eligible student begins to attend another designated course at the institution;
(b) the eligible student begins to attend a designated course at another institution;
(c) after commencing a course for the Certificate in Education, the eligible student is, on or before the completion of that course, admitted to a designated course for the degree of Bachelor of Education either at the same institution or at another institution;
(d) after commencing a course for the degree (other than an honours degree) of Bachelor of Education, the eligible student is, on or before the completion of that course, admitted to a designated course for the honours degree of Bachelor of Education either at the same institution or at another institution; or
(e) after commencing a course for a first degree (other than an honours degree) the eligible student is, before the completion of that course, admitted to a designated course for an honours degree in the same subject or subjects at the institution.
(3) Subject to paragraph (4), an eligible student who transfers under paragraph (1) shall receive in connection with the academic year of the course to which he transfers the remainder of the support assessed by the Secretary of State in respect of the academic year of the course from which he transfers.
(4) The Secretary of State may re-assess the amount of support payable after the transfer.
(5) An eligible student who transfers under paragraph (1) after the Secretary of State has assessed his support in connection with the academic year of the course from which he is transferring but before he completes that year may not, in connection with the academic year of the course to which he transfers, apply for another grant or loan of a kind that he has already applied for under these Regulations in connection with the academic year of the course from which he is transferring unless otherwise provided.
PART 3APPLYING FOR SUPPORT AND PROVISION OF INFORMATIONApplications for support 8.—(1) A person (the "applicant") must apply for support in connection with each academic year of a designated course by completing and submitting to the Secretary of State an application in such form and accompanied by such documentation as the Secretary of State may require.
(2) The Secretary of State may take such steps and make such inquiries as she considers necessary to determine whether the applicant is an eligible student, whether he qualifies for support and the amount of support payable, if any.
(3) The Secretary of State must notify the applicant of whether he qualifies for support and, if he does qualify, the amount of support payable in respect of the academic year, if any.
Time limits 9.—(1) The general rule is that the application must reach the Secretary of State within a period of nine months beginning with the first day of the academic year in respect of which it is submitted.
(2) The general rule does not apply where—
(a) one of the events listed in regulation 14 occurs after the first day of the academic year in respect of which the applicant is applying for support, in which case the application must reach the Secretary of State within a period of nine months beginning with the day on which the relevant event occurred;
(b) the applicant is making a separate application for a fee loan, a fee contribution loan or a loan for living costs or is applying for an additional amount of fee loan under regulation 20(4) or 20(10), an additional amount of fee contribution loan under regulation 31(5) or an additional amount of loan for living costs under regulation 68(3), in which case the application must reach the Secretary of State not later than one month before the end of the academic year in respect of which he is applying for support;
(c) the applicant is applying to borrow an additional amount of fee contribution loan under regulation 31(3) or an additional amount of loan for living costs under regulation 68(1), in which case the application must reach the Secretary of State not later than one month before the end of the academic year to which the application relates or within a period of one month beginning with the day on which the applicant receives notice of the increased maximum amount, whichever is the later;
(d) the applicant is applying for the disabled students' allowance, in which case the application must reach the Secretary of State as soon as is reasonably practicable; or
(e) the Secretary of State considers that having regard to the circumstances of the particular case the time limit should be relaxed, in which case the application must reach the Secretary of State not later than such date as she specifies.
Information
10.Schedule 3 deals with the provision of information.
PART 4FEE SUPPORTCHAPTER 1TYPES OF FEE SUPPORT AVAILABLENew system students 11.—(1) A new system student qualifies for a fee loan in respect of the fees payable by him in connection with his attendance on a designated course in accordance with Chapter 2 of this Part.
(2) To receive a fee loan, a new system student must enter into a contract with the Secretary of State.
Old system students 12.—(1) An old system student qualifies for a grant for fees in respect of the fees payable by him in connection with his attendance on a designated course in accordance with Chapter 3 of this Part.
(2) An old system student qualifies for a fee contribution loan in respect of the fees payable by him in connection with his attendance on a designated course in accordance with Chapter 4 of this Part.
(3) To receive a fee contribution loan, an old system student must enter into a contract with the Secretary of State.
Students becoming eligible in the course of an academic year 13.Where one of the events listed in regulation 14 occurs in the course of an academic year—
(a) a student may qualify for fee support in accordance with this Part in respect of that academic year provided that the relevant event occurred within the first three months of the academic year; and
(b) fee support is not available in respect of any academic year beginning before the academic year in which the relevant event occurred.
Events
14.The events are—
(a) the student's course becomes a designated course;
(b) the student, his spouse, his civil partner or his parent is recognised as a refugee or becomes a person with leave to enter or remain as defined in Part 1 of Schedule 1;
(c) the state of which the student is a national accedes to the European Community;
(d) the student acquires the right of permanent residence as defined in Part 1 of Schedule 1;
(e) the student becomes a person described in paragraph 6(1)(a) of Schedule 1; or
(f) the student becomes the child of a Swiss national.
Disabled students
15.A disabled student who is undertaking a designated course in the United Kingdom but who is not in attendance because he is unable to attend for a reason which relates to his disability is treated as if he were in attendance on the designated course for the purpose of qualifying for fee support.
CHAPTER 2FEE LOANS FOR NEW SYSTEM STUDENTSAvailability of fee loans to new system students - general 16.—(1) A new system student does not qualify for fee support in respect of a designated course if—
(a) he has an honours degree from an institution in the United Kingdom and the exemption in regulation 34(1) or 34(2) does not apply; or
(b) the designated course is a flexible postgraduate course for the initial training of teachers.
(2) A new system student does not qualify for a fee loan in respect of an academic year of a designated course that is a bursary year or an Erasmus year.
(3) When assessing an application for support in respect of an academic year of a designated course, the Secretary of State must determine the "standard entitlement".
(4) The standard entitlement is calculated in accordance with regulation 17, 18 or 19.
(5) When assessing an application for support in respect of an academic year of a designated course, the Secretary of State must allocate a fee loan from the standard entitlement first to the final standard academic year of the course and then to each preceding standard academic year in turn until the standard entitlement is exhausted or a fee loan has been allocated to each standard academic year of the course.
(6) A new system student qualifies for a fee loan in respect of a standard academic year of the designated course if the Secretary of State allocates a fee loan to that year when assessing the application for support for that year.
(7) In addition to the standard entitlement, a new system student who falls within regulation 18 qualifies for a fee loan in respect of the first academic year that he takes of the designated course that is not a bursary year or an Erasmus year if he failed to complete the most recent previous course because of compelling personal reasons.
(8) Where a new system student qualifies for a fee loan under paragraph (7), the Secretary of State must not allocate a fee loan under paragraph (5) to the first academic year that the student takes of the designated course that is not a bursary year or an Erasmus year.
(9) In addition to the standard entitlement, if the Secretary of State determines that the student is repeating an academic year of the designated course because of compelling personal reasons, a new system student qualifies for a fee loan in respect of the year of repeat study provided that the academic year that the student is repeating was a qualifying year of study and the year of repeat study is not a bursary year.
(10) A new system student qualifies for a fee loan in respect of an academic year of a designated course that is a year of repeat study which the student is taking other than for compelling personal reasons if—
(a) the academic year which he is repeating was a qualifying year of study;
(b) the academic year of repeat study is not a bursary year; and
(c) when the academic year of repeat study is added to the number of any other academic years of repeat study that the student has already taken on the current course other than for compelling personal reasons, it does not exceed the number of additional years of support.
(11) In this regulation, the "number of additional years of support" is the number of years which make up the standard entitlement less the number of standard academic years (plus one where the student qualifies for a fee loan under paragraph (7)).
(12) The amount of the fee loan in respect of an academic year is determined in accordance with regulation 20 and may be nil.
Standard entitlement of new system students who have not studied on a previous course
17.The standard entitlement of a new system student who has not studied on a previous course is calculated as follows—
where
OD is the number of academic years that make up the ordinary duration of the course.
Standard entitlement of new system students who have studied on a previous course
18.The standard entitlement of a new system student who has studied on a previous course and who does not fall within regulation 19 is calculated as follows—
where
OD is the number of academic years that make up the ordinary duration of the course
PC is the number of academic years that the student has spent on previous courses.
Standard entitlement of new system students on end-on courses and certain degree courses
19.—(1) This regulation applies to—
(2) Regulations 17 and 18 do not apply to students to whom this regulation applies.
(3) The standard entitlement of a student to whom this regulation applies is calculated as follows—
where
D is the greater of 3 and the number of academic years that make up the ordinary duration of the course
X is 1 where the ordinary duration of the preliminary course was less than three years and 2 where the ordinary duration of the preliminary course was three years
PrC is the number of academic years that the student spent on the preliminary course excluding any years of repeat study for compelling personal reasons.
Amount of the fee loan
20.—(1) Unless one of the cases set out in paragraph (3) applies, the amount of a fee loan in respect of an academic year of a designated course must not exceed the lesser of—
(a) £3,000; and
(b) the fees payable by the student in connection with that year.
(2) In the cases set out in paragraph (3), the amount of a fee loan in respect of an academic year of a designated course must not exceed the lesser of—
(a) £1,500; and
(b) the fees payable by the student in connection with that year.
(3) The cases are—
(a) the final academic year of a designated course where that academic year is normally required to be completed after less than 15 weeks' attendance;
(b) in respect of a sandwich course, an academic year—
(i) during which any periods of full-time study are in aggregate less than 10 weeks; or
(ii) if in respect of that academic year and any previous academic years of the course the aggregate of any one or more periods of attendance which are not periods of full-time study at the institution (disregarding intervening vacations) exceeds 30 weeks;
(c) in respect of a course for the initial training of teachers, an academic year during which any periods of full-time study are in aggregate less than 10 weeks;
(d) in respect of a course provided in conjunction with an overseas institution, an academic year—
(i) during which any periods of full-time study at the institution in the United Kingdom are in aggregate less than 10 weeks; or
(ii) if in respect of that academic year and any previous academic years of the course the aggregate of any one or more periods of attendance which are not periods of full-time study at the institution in the United Kingdom (disregarding intervening vacations) exceeds 30 weeks;
(e) an academic year of a course provided by the British Institute in Paris where the course began before 1st September 2001.
(4) If a student's status as an eligible student is transferred from one designated course to another under these Regulations and the circumstances in paragraph (5) apply, the student may apply to the Secretary of State to borrow an additional amount by way of a fee loan in respect of the academic year of the course to which he transfers.
(5) The circumstances are—
(a) the fees payable in respect of the academic year of the course to which the new system student transfers exceed the fees payable in respect of the academic year of the course from which the student is transferring; and
(b) the academic year of the course to which the new system student transfers does not begin on a later date than the academic year of the course from which he is transferring.
(6) If a student's status as an eligible student is transferred from one designated course to another under these Regulations and the circumstances in paragraph (7) apply, the student may apply to the Secretary of State for another fee loan in respect of the academic year of the course to which he transfers.
(7) The circumstances are that the academic year of the course to which the new system student transfers begins on a later date than the academic year of the course from which he is transferring.
(8) Where the circumstances in paragraph (5) apply, the maximum additional amount that the new system student may borrow in respect of the academic year to which he transfers provided that he qualifies for a fee loan in respect of that year is determined by deducting the amount of any fee loan he has taken out under these Regulations in respect of the academic year from which he is transferring from the lesser of—
(a) £3,000 or, where one of the cases set out in paragraph (3) applies, £1,500; and
(b) the fees payable by the student in respect of the academic year to which he is transferring.
(9) Where the circumstances in paragraph (7) apply, the maximum amount of fee loan that a new system student may borrow in respect of the academic year to which he transfers provided that he qualifies for a fee loan in respect of that year is the lesser of—
(a) £3,000 or, where one of the cases set out in paragraph (3) applies, £1,500; and
(b) the fees payable by the student in connection with that year.
(10) Where a new system student has applied for a fee loan of less than the maximum amount available in relation to an academic year, he may apply to borrow an additional amount which when added to the amount already applied for does not exceed the relevant maximum applicable in his case.
CHAPTER 3GRANTS FOR FEES FOR OLD SYSTEM STUDENTSContinuing students 21.—(1) This regulation applies where an old system student (a "continuing student") began a designated course before 1st September 2006 and is continuing on that course after 31st August 2006.
(2) A continuing student does not qualify for a grant for fees in respect of any academic year of the course that begins on or after 1st September 2006 where in the course of assessing an application for support in respect of an academic year of the designated course that began before 1st September 2006 the Secretary of State determined in accordance with regulations made by her under section 22 of the 1998 Act that the student did not qualify for fee support in respect of the designated course.
(3) A continuing student does not qualify for a grant for fees in respect of a designated course if the designated course is a flexible postgraduate course for the initial training of teachers.
(4) A continuing student does not qualify for a grant for fees in respect of an academic year of a designated course that is a bursary year or an Erasmus year.
(5) When assessing an application for support in respect of an academic year of the designated course that begins after 31st August 2006, the Secretary of State must determine the "standard entitlement".
(6) The standard entitlement is calculated as follows—
where
SAY is the number of standard academic years of the designated course that begin after 31st August 2006
X is the number of academic years of the designated course that begin after 31st August 2006 in respect of which the Secretary of State determined in accordance with regulations made by her under section 22 of the 1998 Act that the student did not qualify for a grant for fees in the course of assessing an application for support in respect of an academic year of the designated course that began before 1st September 2006.
(7) When assessing an application for support in respect of an academic year of the designated course that begins after 31st August 2006, the Secretary of State must allocate a grant for fees from the standard entitlement first to the final standard academic year of the course and then to each preceding standard academic year in turn until the standard entitlement is exhausted or a grant for fees has been allocated to each standard academic year of the course.
(8) A continuing student qualifies for a grant for fees in respect of a standard academic year of the designated course if the Secretary of State allocates a grant for fees to that year when assessing the application for support for that year.
(9) The amount of the grant for fees in respect of an academic year is determined in accordance with regulation 27, 28 or 29 and may be nil.
Transferring students
22.—(1) Subject to paragraph (2), this regulation applies where an old system student (a "transferring student") begins a designated course on or after 1st September 2006 having had his status as an eligible student transferred to the course as a result of one or more transfers of that status by the Secretary of State pursuant to regulations made by her under section 22 of the 1998 Act from a designated course that he began before 1st September 2006.
(2) This regulation does not apply where an eligible student has transferred from a course in relation to which he was a gap year student to another designated course in accordance with regulations made by the Secretary of State under section 22 of the 1998 Act.
(3) Where in the course of assessing an application for support in respect of an academic year of the relevant course, the Secretary of State determined in accordance with regulations made by her under section 22 of the 1998 Act that the student did not qualify for fee support in respect of that course, a transferring student does not qualify for a grant for fees in respect of any academic year of the current course.
(4) In this regulation, the "relevant course" is the designated course that the student was taking as at 31st August 2006.
(5) A transferring student does not qualify for a grant for fees in respect of a designated course if the designated course is a flexible postgraduate course for the initial training of teachers.
(6) A transferring student does not qualify for a grant for fees in respect of an academic year of a designated course that is a bursary year or an Erasmus year.
(7) When assessing an application for support in respect of an academic year of a designated course, the Secretary of State must determine the "standard entitlement".
(8) The standard entitlement is calculated as follows where the course begins before 1st September 2007 and is not a course listed in paragraph (11)—
where
RAY is the number of standard academic years of the relevant course that remain after 31st August 2006
X is the number of academic years of the relevant course that remain after 31st August 2006 in respect of which the Secretary of State determined in accordance with regulations made by her under section 22 of the 1998 Act that the student did not qualify for a grant for fees in the course of assessing an application for support in respect of an academic year of the relevant course where that year began before 1st September 2006.
(9) The standard entitlement is calculated as follows where the course begins on or after 1st September 2007 and is not a course listed in paragraph (11)—
where
RAY is the number of standard academic years of the relevant course that remain after 31st August 2006
X is the number of academic years of the relevant course that remain after 31st August 2006 in respect of which the Secretary of State determined in accordance with regulations made by her under section 22 of the 1998 Act that the student did not qualify for a grant for fees in the course of assessing an application for support in respect of an academic year of the relevant course where that year began before 1st September 2006
SS is the number of academic years of study that the student has taken from and including 1st September 2006 in respect of which he qualified for fee support (excluding any years of repeat study for compelling personal reasons) or which were bursary years or Erasmus years.
(10) The standard entitlement is calculated as follows where the course is one listed in paragraph (11)—
where
OD is the number of academic years that make up the ordinary duration of the designated course.
(11) The courses are—
(a) a course for the degree of Bachelor of Education where the student has transferred to that course from a course for the Certificate in Education on or before the completion of the latter course;
(b) a course for the honours degree of Bachelor of Education where the student has transferred to that course from a course for the degree (other than an honours degree) of Bachelor of Education on or before the completion of the latter course.
(12) When assessing an application for support in respect of an academic year of a designated course, the Secretary of State must allocate a grant for fees from the standard entitlement first to the final standard academic year of the course and then to each preceding standard academic year in turn until the standard entitlement is exhausted or a grant for fees has been allocated to each standard academic year of the course.
(13) A transferring student qualifies for a grant for fees in respect of a standard academic year of the designated course if the Secretary of State allocates a grant for fees to that year when assessing the application for support for that year.
(14) The amount of the grant for fees in respect of an academic year is determined in accordance with regulation 27, 28 or 29 and may be nil.
End-on courses
23.—(1) An old system student who is on an end-on course of the kind described in paragraph (a) of the definition of "end-on course" in regulation 2 that he began before 1st September 2006 qualifies for a grant for fees in respect of that course in accordance with regulation 21.
(2) An old system student who is on an end-on course of the kind described in paragraph (c) of the definition of "end-on course" in regulation 2 qualifies for a grant for fees in respect of that course in accordance with regulation 21.
(3) Paragraphs (4) to (10) apply to—
(a) an old system student in respect of an end-on course of the kind described in paragraph (a) of the definition of "end-on course" in regulation 2 that he begins on or after 1st September 2006;
(b) an old system student in respect of an end-on course of the kind described in paragraph (b) of the definition of "end-on course" in regulation 2.
(4) An old system student to whom this paragraph applies does not qualify for fee support in respect of a course to which this paragraph applies if—
(a) he has an honours degree from an institution in the United Kingdom and the exemption in regulation 34(1) or 34(2) does not apply; or
(b) the designated course is a flexible postgraduate course for the initial training of teachers.
(5) An old system student to whom this paragraph applies does not qualify for a grant for fees in respect of an academic year of a course to which this paragraph applies that is a bursary year or an Erasmus year.
(6) When assessing an application for support in respect of an academic year of a course to which this paragraph applies, the Secretary of State must determine the "standard entitlement".
(7) The standard entitlement is calculated as follows—
where
D is the greater of 3 and the number of academic years that make up the ordinary duration of the course
X is 1 where the ordinary duration of the preliminary course was less than three years and 2 where the ordinary duration of the preliminary course was three years
PrC is the number of academic years that the student spent on the preliminary course excluding any years of repeat study for compelling personal reasons.
(8) When assessing an application for support in respect of an academic year of a course to which this paragraph applies, the Secretary of State must allocate a grant for fees from the standard entitlement first to the final standard academic year of the course and then to each preceding standard academic year in turn until the standard entitlement is exhausted or a grant for fees has been allocated to each standard academic year of the course.
(9) An old system student to whom this paragraph applies qualifies for a grant for fees in respect of a standard academic year of a course to which this paragraph applies if the Secretary of State allocates a grant for fees to that year when assessing the application for support for that year.
(10) The amount of the grant for fees in respect of an academic year of a course to which this paragraph applies is determined in accordance with regulation 27, 28 or 29 and may be nil.
Gap year students who have not studied on a previous course
24.—(1) This regulation applies to an old system student who is a gap year student who has not studied on a previous course.
(2) A gap year student does not qualify for fee support in respect of a designated course if—
(a) he has an honours degree from an institution in the United Kingdom and the exemption in regulation 34(1) or 34(2) does not apply; or
(b) the designated course is a flexible postgraduate course for the initial training of teachers.
(3) A gap year student does not qualify for a grant for fees in respect of an academic year of a designated course that is a bursary year or an Erasmus year.
(4) When assessing an application for support in respect of an academic year of a designated course, the Secretary of State must determine the "standard entitlement".
(5) The standard entitlement is calculated as follows—
where
OD is the number of academic years that make up the ordinary duration of the course.
(6) When assessing an application for support in respect of an academic year of a designated course, the Secretary of State must allocate a grant for fees from the standard entitlement first to the final standard academic year of the course and then to each preceding standard academic year in turn until the standard entitlement is exhausted or a grant for fees has been allocated to each standard academic year of the course.
(7) A gap year student qualifies for a grant for fees in respect of a standard academic year of the designated course if the Secretary of State allocates a grant for fees to that year when assessing the application for support for that year.
(8) The amount of the grant for fees in respect of an academic year is determined in accordance with regulation 27 or 28 and may be nil.
Gap year students who have studied on a previous course
25.—(1) This regulation applies where—
(a) an old system student is a gap year student who has studied on a previous course;
(b) an old system student has transferred from a course in relation to which he was a gap year student to another designated course in accordance with regulations made by the Secretary of State under section 22 of the 1998 Act.
(2) An old system student to whom this regulation applies does not qualify for fee support in respect of a designated course if—
(a) he has an honours degree from an institution in the United Kingdom and the exemption in regulation 34(1) or 34(2) does not apply; or
(b) the designated course is a flexible postgraduate course for the initial training of teachers.
(3) An old system student to whom this regulation applies does not qualify for a grant for fees in respect of an academic year of a designated course that is a bursary year or an Erasmus year.
(4) When assessing an application for support in respect of an academic year of a designated course, the Secretary of State must determine the "standard entitlement".
(5) The standard entitlement is calculated as follows—
where
OD is the number of academic years that make up the ordinary duration of the course
PC is the number of academic years that the student has spent on previous courses.
(6) When assessing an application for support in connection with an academic year of a designated course, the Secretary of State must allocate a grant for fees from the standard entitlement first to the final standard academic year of the course and then to each preceding standard academic year in turn until the standard entitlement is exhausted or a grant for fees has been allocated to each standard academic year of the course.
(7) An old system student to whom this regulation applies qualifies for a grant for fees in respect of a standard academic year of the designated course if the Secretary of State allocates a grant for fees to that year when assessing the application for support for that year.
(8) In addition to the standard entitlement, an old system student to whom this regulation applies qualifies for a grant for fees in respect of the first academic year that he takes of the designated course that is not a bursary year or an Erasmus year if he failed to complete the most recent previous course because of compelling personal reasons.
(9) Where an old system student to whom this regulation applies qualifies for a grant for fees under paragraph (8), the Secretary of State must not allocate a grant for fees under paragraph (6) to the first academic year that the student takes of the designated course that is not a bursary year or an Erasmus year.
(10) The amount of the grant for fees in respect of an academic year is determined in accordance with regulation 27 or 28 where the eligible student falls within paragraph (1)(a) and in accordance with regulation 27, 28 or 29 where the eligible student falls within paragraph (1)(b) and in either case the amount may be nil.
Availability of the grant for fees to old system students for years of repeat study
26.—(1) In addition to the standard entitlement, if the Secretary of State determines that the student is repeating an academic year of the designated course because of compelling personal reasons, an old system student qualifies for a grant for fees in respect of the year of repeat study provided that the academic year that the student is repeating was a qualifying year of study and the year of repeat study is not a bursary year.
(2) An old system student qualifies for a grant for fees in respect of an academic year of a designated course that is a year of repeat study which the student is taking other than for compelling personal reasons if—
(a) the academic year which he is repeating was a qualifying year of study;
(b) the academic year of repeat study is not a bursary year; and
(c) when the academic year of repeat study is added to the number of any other academic years of repeat study that the student has already taken on the current course other than for compelling personal reasons, it does not exceed the number of additional years of support.
(3) In this regulation, the "number of additional years of support" is the number of years which make up the standard entitlement less the number of standard academic years (plus one where the student qualifies for a grant for fees under regulation 25(8)).
Amount of the grant for fees for a course at a publicly-funded institution
27.—(1) Unless one of the cases set out in regulation 20(3) applies, the basic amount of the grant for fees in respect of an academic year of a designated course at a publicly-funded institution is the lesser of—
(a) £1,200; and
(b) the fees payable by the student in connection with that year.
(2) In the cases set out in regulation 20(3), the basic amount of the grant for fees in respect of an academic year is the lesser of—
(a) £600; and
(b) the fees payable by the student in connection with that year.
(3) Where a contribution exceeding nil is calculated under Schedule 4, a deduction will be made from the basic amount of the grant for fees determined under paragraph (1) or (2) in accordance with regulation 75.
(4) Paragraphs (1) to (3) do not apply to designated courses at Heythrop College.
(5) In the case of a designated course at Heythrop College, the amount of the grant for fees in respect of an academic year is £2,145.
Amount of the grant for fees for a course that is provided at a private institution on behalf of a publicly-funded institution
28.—(1) The basic amount of the grant for fees in respect of an academic year at a private institution is the lesser of £1,200 and the fees payable by the student in connection with that year if—
(a) the designated course began on or after 1st September 2001;
(b) the designated course is provided on behalf of a publicly-funded institution; and
(c) none of the circumstances in regulation 20(3) applies.
(2) The amount of the grant for fees in respect of an academic year at a private institution is the lesser of £600 and the fees payable by the student in connection with that year if—
(a) the designated course began on or after 1st September 2001;
(b) the designated course is provided on behalf of a publicly-funded institution; and
(c) one or more of the circumstances in regulation 20(3) applies.
(3) Where a contribution exceeding nil is calculated under Schedule 4, a deduction will be made from the basic amount of the grant for fees determined under paragraph (1) or (2) in accordance with regulation 75.
Amount of the grant for fees for a course at a private institution
29.—(1) Subject to paragraphs (2) and (3), the amount of the grant for fees in respect of an academic year of a designated course at a private institution is the lesser of—
(a) £1,125; and
(b) the fees payable by the student in connection with that year.
(2) In the case of a designated course at the University of Buckingham, the amount of the grant for fees in respect of an academic year is £2,840.
(3) In the case of a designated course at the Guildhall School of Music, the amount of the grant for fees in respect of an academic year is £4,355.
CHAPTER 4FEE CONTRIBUTION LOANS FOR OLD SYSTEM STUDENTSAvailability of fee contribution loans to old system students 30.An old system student qualifies for a fee contribution loan in respect of an academic year of a designated course if—
(a) he qualifies for a grant for fees in respect of that year or would have qualified if he had applied for the grant (even if the amount is or would have been nil); and
(b) the designated course is provided by or on behalf of an institution that was publicly funded as at 1st August 2005.
Amount of the fee contribution loan
31.—(1) Where an old system student applies for a grant for fees and a fee contribution loan, the amount of the fee contribution loan in respect of an academic year of the designated course is the amount for which the student applies not exceeding the difference between the basic amount of the grant determined under regulation 27 or 28 and the amount of the grant that is payable after the application of the contribution in accordance with regulation 75.
(2) Where the only fee support for which an old system student applies is a fee contribution loan, the maximum amount for which the student may apply in respect of an academic year is the lesser of—
(a) £1,200 or, if any of the cases set out in regulation 20(3) apply, £600; and
(b) the fees payable by the student in connection with the academic year.
(3) An old system student may apply to borrow an additional amount of fee contribution loan where—
(a) the Secretary of State determines that the maximum amount of fee contribution loan 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 does not result from the old system student—
(i) failing to provide information promptly which might affect his ability to qualify for a grant for fees or fee contribution loan or the amount of grant for fees or fee contribution loan for which he qualifies; or
(ii) providing information which is inaccurate in any material particular.
(4) The additional amount under paragraph (3) is an amount which when added to the amount already applied for does not exceed the increased maximum.
(5) Where an old system student has applied for a fee contribution loan of less than the maximum amount to which he is entitled, he may apply to borrow an additional amount which, when added to the amount already applied for, does not exceed the relevant maximum applicable in his case.
CHAPTER 5INTERPRETATION OF PART 4Previous course 32.—(1) Subject to the exceptions in paragraphs (3), (4) and (5), a "previous course" is any full-time higher education course or any part-time course for the initial training of teachers which the student began to attend before the current course and which meets one or both of the conditions in paragraph (2).
(2) The conditions are—
(a) the course is provided by an institution in the United Kingdom which was publicly funded for some or all of the academic years during which the student took the course; or
(b) any scholarship, exhibition, bursary, grant, allowance or award of any description which was paid in respect of the student's attendance on the course to defray fees was from public funds or funds attributable to public funds.
(3) A course which would otherwise be a previous course will not be treated as such if—
(a) the current course is a course for the initial training of teachers;
(b) the duration of the current course does not exceed two years (the duration of a part-time course being expressed as its full-time equivalent); and
(c) the student is not a qualified teacher.
(4) A course for the Certificate in Education which would otherwise be a previous course will not be treated as such if—
(a) the current course is a course for the degree of Bachelor of Education;
(b) the student transferred to the current course from the course for the Certificate in Education before the completion of that course or began the current course on completion of the course for the Certificate in Education.
(5) A course for the degree (other than an honours degree) of Bachelor of Education will not be treated as a previous course if—
(a) the current course is a course for the honours degree of Bachelor of Education;
(b) the student transferred to the current course from the course for the degree (other than an honours degree) of Bachelor of Education before the completion of that course or began the current course on completion of the course for the degree (other than an honours degree) of Bachelor of Education.
(6) Subject to paragraphs (7), (8) and (9), for the purpose of determining PC in the formulae in regulations 18 and 25—
(a) each academic year that the student completed on a previous course is counted; and
(b) an academic year of a previous course that the student began or ceased to attend part of the way through the year is counted as one academic year on a previous course.
(7) For the purpose of determining PC in the formulae in regulations 18 and 25, an academic year of a previous course is not to be counted as a year spent on a previous course if—
(a) the student did not qualify for fee support for that year other than because the academic year was a bursary year or an Erasmus year; and
(b) the student qualified for fee support for some but not all of the academic years of that previous course.
(8) For the purpose of determining PC in the formulae in regulations 18 and 25, an academic year of a previous course is not to be counted as a year spent on a previous course if it was a year of repeat study that the student was taking for compelling personal reasons or a year in relation to which the student qualified for fee support because he had failed to complete a previous course for compelling personal reasons.
(9) For the purpose of determining PC in the formulae in regulations 18 and 25, where a student transfers from an academic year of one designated course to an academic year of another designated course before the Secretary of State considers that he has completed the year from which he is transferring, the time spent by the student during the academic year in which the transfer takes place on the course from which he is transferring is not counted as a year spent on a previous course.
(10) A student who undertook a previous course but was not in attendance because he was unable to attend for a reason which related to his disability is only treated as if he were in attendance on the previous course in respect of periods of study beginning on or after 1st September 2006.
Bursary year, ordinary duration, preliminary course, qualifying year of study and standard academic year
33.—(1) A "bursary year" is an academic year of a course—
(a) in relation to which the student is eligible to receive any payment under a healthcare bursary the amount of which is calculated by reference to his income; or
(b) in relation to which the student is eligible to receive a Scottish healthcare allowance the amount of which is calculated by reference to his income.
(2) The "ordinary duration" of a designated course is the number of academic years that a standard student would take to complete the course excluding any academic years of the designated course that are bursary years or Erasmus years.
(3) A "standard student" is a student who is to be taken—
(a) to have begun the designated course on the same date as the eligible student in question;
(b) not to be excused any part of the course;
(c) not to repeat any part of the course; and
(d) not to be absent from the course other than during vacations.
(4) A "preliminary course" is a course mentioned in paragraph 2 or 3 of Schedule 2 that is taken before a full-time degree course (other than a first degree course for the initial training of teachers) or a foundation degree course that is taken before a full-time honours degree course, as the case may be.
(5) A "qualifying year of study" is an academic year of a course—
(a) in respect of which the student qualified for fee support (even if the amount was nil);
(b) that was a bursary year; or
(c) in respect of which the student would have qualified for fee support (even if the amount would have been nil) if he had been an eligible student or the current course had been designated at the beginning of that year.
(6) A "standard academic year" is an academic year of a designated course (other than an academic year that is a bursary year or an Erasmus year) that would be taken (in whole or in part) by a person who does not repeat any part of the course as from 1st September 2006 and who enters the course at the same point as the eligible student.
Miscellaneous
34.—(1) An eligible student is not prevented from qualifying for fee support under this Part by virtue of having an honours degree from an institution in the United Kingdom if—
(a) the current course is a course for the initial training of teachers;
(b) the duration of the current course does not exceed two years (the duration of a part-time course being expressed as its full-time equivalent); and
(c) the student is not a qualified teacher.
(2) Where the current course is considered to be a single course because of regulations 5(5) and 5(6) and it leads to an honours degree from an institution in the United Kingdom being conferred on the eligible student before the final degree or equivalent qualification, the eligible student is not prevented from qualifying for fee support under this Part in respect of any part of the single course by virtue of having that honours degree.
(3) For the purposes of calculating the amount of fee support, an institution that provides courses designated by regulation 4 of the Education (Student Support) (Dance and Drama) Regulations 1999[37] is not to be regarded as publicly funded by reason only that it receives public funds from the governing body of a higher education institution in accordance with section 65(3A) of the Further and Higher Education Act 1992[38].
(4) Where an institution allows an eligible student to study the content of one standard academic year of the designated course over two or more academic years, for the purpose of determining whether the student qualifies for fee support for those years, the last of such years of study is to be treated as a standard academic year and the preceding years of that kind are to be treated as years of repeat study other than for compelling personal reasons.
PART 5GRANTS FOR LIVING AND OTHER COSTSCHAPTER 1TYPES OF GRANTS AVAILABLENew system students 35.The following grants are available to a new system student in connection with a designated course if he meets the relevant qualifying conditions in this Part—
(a) disabled students' allowance;
(b) grant for dependants;
(c) grant for travel;
(d) maintenance grant or special support grant.
Old system students
36.The following grants are available to an old system student in connection with a designated course if he meets the relevant qualifying conditions in this Part—
(a) disabled students' allowance;
(b) grant for dependants;
(c) grant for travel;
(d) higher education grant.
CHAPTER 2GENERAL PROVISIONSGeneral qualifying conditions for grants for living and other costs 37.—(1) An eligible student qualifies for a grant under this Part provided that—
(a) he is not excluded from qualification by any of the following paragraphs; and
(b) he satisfies the qualifying conditions for the particular grant for which he is applying.
(2) An eligible student does not qualify for a grant under this Part if the only paragraph in Part 2 of Schedule 1 into which he falls is paragraph 9.
(3) An eligible student does not qualify for a grant under this Part in respect of any academic year—
(a) during which he is eligible to receive any payment under a healthcare bursary the amount of which is calculated by reference to his income;
(b) during which he is eligible to receive a Scottish healthcare allowance the amount of which is calculated by reference to his income; or
(c) of a course for the initial training of teachers during which the periods of full-time attendance, including attendance for the purpose of teaching practice, are in aggregate less than 6 weeks.
(4) Paragraph (3)(c) does not apply for the purposes of the disabled students' allowance.
(5) An eligible student does not qualify for a grant for living and other costs under this Part in respect of any academic year of a sandwich course where the periods of full-time study are in aggregate less than 10 weeks unless the periods of work experience constitute unpaid service.
(6) For the purposes of paragraph (5), "unpaid service" means—
(a) unpaid service in a hospital or in a public health service laboratory or with a primary care trust in the United Kingdom;
(b) unpaid service with a local authority in the United Kingdom acting in the exercise of its functions relating to the care of children and young persons, health or welfare or with a voluntary organisation providing facilities or carrying out activities of a like nature in the United Kingdom;
(c) unpaid service in the prison or probation and aftercare service in the United Kingdom;
(d) unpaid research in an institution in the United Kingdom or, in the case of a student attending an overseas institution as part of his course, in an overseas institution; or
(e) unpaid service with—
(i) a Health Authority or a Strategic Health Authority established pursuant to section 8 of the National Health Service Act 1977[39], a Special Health Authority established pursuant to section 11 of that Act[40] or a Local Health Board established pursuant to section 16BA of that Act[41];
(ii) a Health Board or a Special Health Board constituted under section 2 of the National Health Service (Scotland) Act 1978[42]; or
(iii) a Health and Social Services Board established under Article 16 of the Health and Personal Social Services (Northern Ireland) Order 1972[43].
(7) Where one of the events listed in paragraph (8) occurs in the course of an academic year, a student may qualify for a particular grant in accordance with this Part in respect of all or part of that academic year but he does not qualify for a grant for living and other costs in respect of any academic year beginning before the academic year in which the relevant event occurred.
(8) The events are—
(a) the student's course becomes a designated course;
(b) the student, his spouse, his civil partner or his parent is recognised as a refugee or becomes a person with leave to enter or remain as defined in Part 1 of Schedule 1;
(c) the state of which the student is a national accedes to the European Community where the student has been ordinarily resident in the United Kingdom and Islands throughout the three-year period immediately preceding the first day of the first academic year of the course;
(d) the student acquires the right of permanent residence as defined in Part 1 of Schedule 1;
(e) the student becomes a person described in paragraph 6(1)(a) of Schedule 1; or
(f) the student becomes the child of a Swiss national.
(9) A disabled student who is undertaking a designated course in the United Kingdom but who is not in attendance because he is unable to attend for a reason relating to his disability is treated as if he were in attendance on the designated course for the purpose of qualifying for the following grants—
(a) grant for dependants;
(b) maintenance grant or special support grant;
(c) higher education grant.
CHAPTER 3DISABLED STUDENTS' ALLOWANCESQualifying conditions for the disabled students' allowance 38.—(1) An eligible student qualifies in accordance with this regulation for a grant to assist with the additional expenditure which the Secretary of State is satisfied he is obliged to incur by reason of a disability to which he is subject in respect of his undertaking a designated course (the "disabled students' allowance").
(2) An eligible student does not qualify for a disabled students' allowance under this regulation unless the Secretary of State considers that he is undertaking the course in the United Kingdom.
Amount of the disabled students' allowance 39.—(1) Subject to the following paragraphs, the amount of the disabled students' allowance is the amount that the Secretary of State considers appropriate in accordance with the student's circumstances.
(2) Except where paragraph (4) applies, the amount of the disabled students' allowance must not exceed—
(a) £12,135 in respect of an academic year for expenditure on a non-medical personal helper;
(b) £4,795 in respect of all the academic years during the period of eligibility for expenditure on major items of specialist equipment;
(c) the additional expenditure incurred—
(i) within the United Kingdom for the purpose of attending the institution;
(ii) within or outside the United Kingdom for the purpose of attending, as a part of his course, any period of study at an overseas institution or for the purpose of attending the British Institute in Paris;
(d) £1,605 in respect of an academic year for any other expenditure including expenditure incurred for the purposes referred to in sub-paragraph (a) or (b) which exceeds the specified maxima.
(3) Where the eligible student has received payments to assist with expe