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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[^key-da25fe7d448c562c00e60b161abbae25]: Sum in reg. 157J(1)(b) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-3dfbc5bed8578d07a8c5822204074bf8]: Sum in reg. 157J(1)(c) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-52e7401bba20dab4357e594f60fb6149]: Sum in reg. 157J(1)(d) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-af4043b3da40c7c688293ee98e74ba27]: Reg. 159(16C)(b) substituted (5.3.2026) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 9(3)(f)

[^key-d424cd853a280cbae50314fb1272f9f6]: Words in reg. 159(15)(b)(i) inserted (5.3.2026) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 9(3)(a)

[^key-d4eaccb3aba201b3bcc7e2eb6656b950]: Reg. 159(15A)(b) substituted (5.3.2026) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 9(3)(b)

[^key-5dc888c54dc1fff5cbb25d56f82eb7ed]: Reg. 159(15B)(b) substituted (5.3.2026) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 9(3)(c)

[^key-5107bfedf86753afcf81edc480e3d9d2]: Reg. 159(16D)(b) substituted (5.3.2026) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 9(3)(g)

[^key-0c814ceb29c399fb04fc4a95ca28f6b5]: Reg. 159(15C)(b) substituted (5.3.2026) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 9(3)(d)

[^key-c418c489d88961072000d4289bc55c19]: Words in reg. 159(16)(b)(i) inserted (5.3.2026) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 9(3)(e)

[^key-4f4e8a8e8aad704be66433f001704007]: Words in reg. 159(16E)(b)(i) inserted (5.3.2026) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 9(3)(h)

[^key-6ac17889cb181556ddb8f89e10b3a275]: Words in Sch. 4 para. 9A(2) inserted (with application in accordance with reg. 2(2)(b)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(b)(4), 8(11)(b)

[^key-bdd70e1cd8a11205c6a1becbdf451b71]: Words in Sch. 4 para. 9A(3) inserted (with application in accordance with reg. 2(2)(b)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(b)(4), 8(11)(c)

[^key-399753ac4feef5f21e66dd7d792ca45f]: Words in Sch. 4 para. 9A(1) inserted (with application in accordance with reg. 2(2)(b)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(b)(4), 8(11)(a)

[^key-5b3dffdd6adfc10c5d267038d2b5fc8a]: Sums in Sch. 4 para. 9A(2)(a)(i) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-57072dc3e3ffb663d7aec56be094e7eb]: Sums in Sch. 4 para. 9A(2)(a)(ii) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-aa55ec514a2b905c2a93a4c0fe9bba2a]: Sums in Sch. 4 para. 9A(2)(a)(iii) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-74d6057deb6e2b69e73403175a810d74]: Sums in Sch. 4 para. 9A(2)(a)(iv) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-a5a1419cc755909139bb19695d9a5f46]: Sum in Sch. 4 para. 9A(3)(a)(i) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-87d099cdcb73568a0c55710c7da80910]: Sum in Sch. 4 para. 9A(3)(a)(ii) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-01cdd765e5d4568850ea7946ccbdd63d]: Sum in Sch. 4 para. 9A(3)(a)(iii) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-c02d0059b2623c31ff0bc16a148f2138]: Sum in Sch. 4 para. 9A(3)(a)(iv) substituted (with application in accordance with reg. 2(2)(c)(4) of the amending S.I.) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(2), 2(2)(c)(4), Sch.

[^key-72cbbb9c01bd33fd46a84494ae1c2221]: Reg. 109(21)(22) inserted (9.3.2026) by The Education (Student Fees, Awards, Support and Loan Repayments) (Amendment) Regulations 2026 (S.I. 2026/130), regs. 1(3), 7

49A

(1) Subject to paragraphs (2) and (3), a grant for travel is payable in respect of the four quarters of the academic year.

(2) 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 or before the course start date,

the student may qualify for a grant for travel in respect of the four quarters of the first academic year of the course.

(3) Where—

(a) a course designation event which results in a student’s course becoming a designated course occurs in the course of an academic year; or

(b) an in-year qualifying event (other than a settled status event) which results in a student becoming an eligible student occurs in the course of an academic year,

the student may qualify for a grant for travel in respect of such quarters of the academic year as begin after the event in question occurs.

Payment of the disabled students’ allowance

40A

(1) The Secretary of State is authorised to pay the disabled students’ allowance to a student (“A”) who qualifies for that grant under regulation 40 for the purpose of assisting with the additional expenditure which A is obliged to incur in connection with A’s attendance on or undertaking of a designated course by reason of A’s disability.

(2) The expenditure for which the grant may be paid includes, in particular—

(a) expenditure on a non-medical personal helper;

(b) expenditure on major items of specialist equipment;

Amount of the disabled students' allowance

Authority to pay grant

165A

(1) The Secretary of State is authorised to pay a grant to an eligible postgraduate student (“A”) for the purpose of assisting with the additional expenditure which A is obliged to incur in connection with A’s attendance on or undertaking of a designated postgraduate course by reason of A’s disability.

(2) The expenditure for which the grant may be paid includes, in particular—

(a) expenditure on a non-medical personal helper;

(b) expenditure on major items of specialist equipment;

Amount of grant

Payment of grant

Overpayments

2016 cohort students with full entitlement who satisfy the conditions in regulation 71(1)(g)

80A

(1) This regulation applies to a 2016 cohort student who satisfies all the conditions in regulation 71(1)(g).

(2) Subject to Chapter 4 of this Part and paragraphs (4) and (5), 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$where—X is—for a student in category A, £9,118;for a student in category B, £14,135;for a student in category C, £12,403;for a student in category D, £10,830;Y is—for a student in category A, £1 for every complete £6.54 by which the student’s household income exceeds £25,000;for a student in category B, £1 for every complete £6.36 by which the student’s household income exceeds £25,000;for a student in category C, £1 for every complete £6.41 by which the student’s household income exceeds £25,000;for a student in category D, £1 for every complete £6.47 by which the student’s household income exceeds £25,000.$

(3) Subject to Chapter 4 of this Part and paragraphs (4) and (5), 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$where—X is—for a student in category A, £8,579;for a student in category B, £13,096;for a student in category C, £11,103;for a student in category D, £10,242Y is—for a student in category A, £1 for every complete £6.54 by which the student’s household income exceeds £25,000;for a student in category B, £1 for every complete £6.36 by which the student’s household income exceeds £25,000;for a student in category C, £1 for every complete £6.41 by which the student’s household income exceeds £25,000;for a student in category D, £1 for every complete £6.47 by which the student’s household income exceeds £25,000.$

(4) 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.

(5) Where this regulation applies to an eligible care leaver, the formula in each of paragraphs (2) and (3) is to be read as “X”.

2016 cohort students with full entitlement who satisfy the conditions in regulation 71(1)(h)

80B

(1) This regulation applies to a 2016 cohort student who satisfies all the conditions in regulation 71(1)(h).

(2) Subject to Chapter 4 of this Part and paragraphs (6) and (7), 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+Z)$where—X is—for a student in category A, £10,757;for a student in category B, £15,415;for a student in category C, £13,806;for a student in category D, £12,345;Y is—for a student in category A, £1 for every complete £4.088 by which the student’s household income exceeds £25,000 but does not exceed £42,875;for a student in category B, £1 for every complete £4.37 by which the student’s household income exceeds £25,000 but does not exceed £42,875;for a student in category C, £1 for every complete £4.265 by which the student’s household income exceeds £25,000 but does not exceed £42,875;for a student in category D, £1 for every complete £4.179 by which the student’s household income exceeds £25,000 but does not exceed £42,875;Z is—for a student in category A, £1 for every complete £6.54 by which the student’s household income exceeds £42,875;for a student in category B, £1 for every complete £6.36 by which the student’s household income exceeds £42,875;for a student in category C, £1 for every complete £6.41 by which the student’s household income exceeds £42,875;for a student in category D, £1 for every complete £6.47 by which the student’s household income exceeds £42,875.$

(3) The loan for living costs for an academic year other than the final year of a course that is not an intensive course, where regulation 71(1)(h) applies, is made up of a loan for maintenance and a special support loan, whereby the maximum loan for maintenance 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, £7,763;

and any remainder is a special support loan.

(4) Subject to Chapter 4 of this Part and paragraphs (6) and (7), 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+Z)$where—X is—for a student in category A, £10,255;for a student in category B, £14,447;for a student in category C, £12,597;for a student in category D, £11,800;Y is—for a student in category A, £1 for every complete £4.054 by which the student’s household income exceeds £25,000 but does not exceed £42,875;for a student in category B, £1 for every complete £4.295 by which the student’s household income exceeds £25,000 but does not exceed £42,875;for a student in category C, £1 for every complete £4.174 by which the student’s household income exceeds £25,000 but does not exceed £42,875;for a student in category D, £1 for every complete £4.137 by which the student’s household income exceeds £25,000 but does not exceed £42,875;Z is—for a student in category A, £1 for every complete £6.54 by which the student’s household income exceeds £42,875;for a student in category B, £1 for every complete £6.36 by which the student’s household income exceeds £42,875;for a student in category C, £1 for every complete £6.41 by which the student’s household income exceeds £42,875;for a student in category D, £1 for every complete £6.47 by which the student’s household income exceeds £42,875.$

(5) The loan for living costs for an academic year that is the final year of a course that is not an intensive course, where regulation 71(1)(h) applies, is made up of a loan for maintenance and a special support loan, whereby the maximum loan for maintenance is—

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

(b) for a student in category B, £9,865;

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

and any remainder is a special support loan.

(6) Where the maximum amount of loan for living costs is calculated in accordance with paragraph (2) or (4) and is less than the minimum level for the academic year specified in regulation 105, the minimum level for the academic year is payable.

(7) Where this regulation applies to an eligible care leaver, the formula in each of paragraphs (2) and (4) is to be read as “X”.

2016 cohort students with full entitlement who satisfy the conditions in regulation 71(1)(i)

80C

(1) This regulation applies to a 2016 cohort student who satisfies both the conditions in regulation 71(1)(i).

(2) Subject to Chapter 4 of this Part and paragraph (4), the loan for living costs is a special support loan and the maximum amount for which a student to whom this regulation applies qualifies is equal to—

$$X−Y$where—X is £4,582;Y is £1 for every complete £4.16 by which the student’s household income exceeds £25,000.$

(3) Where the amount of loan for living costs calculated under paragraph (2) is less than £50, the amount of loan for living costs payable is nil.

(4) Where this regulation applies to an eligible care leaver, the formula in paragraph (2) is to be read as “X”.

Application of contribution – 2008, 2009, 2012 or 2016 cohort students

Order of application – 2008, 2009 , 2012 or 2016 cohort students

Calculation of contribution for loans for living costs – 2016 cohort students

9A

(1) In relation to a 2016 cohort student , other than an eligible care leaver, who satisfies all the conditions in regulation 71(1)(g) or 71(1)(h), there is a contribution payable for the loan for living costs.

(2) In relation to a 2016 cohort student , other than an eligible care leaver, who satisfies all the conditions in regulation 71(1)(g), the contribution payable, subject to paragraph 10, in any case where—

(a) the household income exceeds £42,875 is equal to X – Y and—

(i) for a student in category A, X is £1 for every complete £6.54 by which the student’s household income exceeds £25,000 and Y is £2,733;

(ii) for a student in category B, X is £1 for every complete £6.36 by which the student’s household income exceeds £25,000 and Y is £2,810;

(iii) for a student in category C, X is £1 for every complete £6.41 by which the student’s household income exceeds £25,000 and Y is £2,788;

(iv) for a student in category D, X is £1 for every complete £6.47 which the student’s household income exceeds £25,000 and Y is £2,762;

(b) the household income does not exceed £42,875 is nil.

(3) In relation to a 2016 cohort student , other than an eligible care leaver, who satisfies all the conditions in regulation 71(1)(h), the contribution, subject to paragraph 10, in any case where—

(a) the household income exceeds £42,875 is equal to—

(i) for a student in category A, £1 for every complete £6.54 by which the student’s household income exceeds £42,875;

(ii) for a student in category B, £1 for every complete £6.36 by which the student’s household income exceeds £42,875;

(iii) for a student in category C, £1 for every complete £6.41 by which the student’s household income exceeds £42,875;

(iv) for a student in category D, £1 for every complete £6.47 by which the student’s household income exceeds £42,875;

(b) the household income does not exceed £42,875 is nil.

(4) In relation to a 2016 cohort student who satisfies both the conditions in regulation 71(1)(i), no contribution is payable.

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

Split contributions

10A

(1) A person who—

(a) is an EU national ... on the first day of the first academic year of the course;

(b) is ordinarily resident in England on the first day of the first academic year of the course;

(c) has been ordinarily resident in the United Kingdom and Islands throughout the five-year period immediately preceding the first day of the first academic year of the course; and

(d) in a case where the person’s ordinary residence referred to in paragraph (c) was wholly or mainly for the purpose of receiving full-time education, was ordinarily resident in the territory comprising the United Kingdom, Gibraltar, the European Economic Area and Switzerland immediately prior to the period of ordinary residence referred to in paragraph (c).

(2) Where a state accedes to the EU after the first day of the first academic year of the course and a person is a national of that state, the requirement in paragraph (a) of sub-paragraph (1) to be an EU national ... on the first day of the first academic year of the course is treated as being satisfied.

Long Residence

13

(1) A person—

(a) who on the first day of the first academic year of the course either—

(i) is under the age of 18 and has lived in the United Kingdom throughout the seven-year period preceding the first day of the first academic year of the course; or

(ii) is aged 18 or above and, preceding the first day of the first academic year of the course, has lived in the United Kingdom throughout either—

(aa) half their life; or

(bb) a period of twenty years;

(b) who is ordinarily resident in England on the first day of the first academic year of the course;

(c) who has been ordinarily resident in the United Kingdom and Islands throughout the three-year period preceding the first day of the first academic year of the course; and

(d) subject to sub-paragraph (2), whose residence in the United Kingdom and Islands has not during any part of the period referred to in paragraph (c) been wholly or mainly for the purpose of receiving full-time education.

(2) Paragraph (d) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the United Kingdom and Islands in accordance with paragraph 1(4).

SCHEDULE 5 — Institutions to whom regulations 23(4A) and 145(2)(c) of the Education (Student Support) Regulations 2011 apply

Institutions to whom regulations 23(4A) and 145(2)(c) apply

The institutions to whom regulations 23(4A) and regulation 145(2)(c) apply are—

ABI College Limited

Access to Music Limited

All Nations Christian College Limited

ALRA

Architectural Association (Incorporated)

Arden University Limited

Arts Educational School

Assemblies of God Incorporated

Ballet West

Belfast Bible College

BIMM Limited

BPP University Limited

Brit College Limited

Bristol Baptist College

British Study Centres Limited

Cambridge Arts & Sciences Ltd

Carmel College

Centre for Alternative Technology Charity Limited

Christie’s Education Limited

City And Guilds of London Art School Limited

Cliff College

Court Theatre Training Company Ltd

CWR

East End Computing & Business College Limited

Elim Foursquare Gospel Alliance

Empire College London Limited

Fairfield School of Business Ltd

ForMission Ltd

Free Church of Scotland

Futureworks Training Limited

Grafton College Limited

ICMP Management Limited

Inter-Ed UK Limited

International Business College Manchester Limited

International College of Oriental Medicine (UK) Limited (The)

Irshad Trust

Istituto Marangoni Limited

Kaplan Open Learning (Essex) Limited

KLC Limited

Kensington Education Foundation Limited

Kogan Academy of Dramatic Arts

London Bridge Business Academy Limited

London Churchill College Ltd

London College of Business Sciences Limited

London College of Creative Media Limited

London International Film School Limited(the)

London School of Business and Management Limited

London School of Management Education Limited

London School of Science & Technology Limited

London School of Theology

London Studio Centre Limited

Luther King House Educational Trust

Matrix College of Counselling and Psychotherapy Ltd

Met Film School Limited

Millennium Performing Arts Ltd.

Mont Rose College of Management and Sciences Limited

Moorlands College

Mountview Academy of Theatre Arts Limited

Nazarene Theological College

Norland College Limited

Northern College of Acupuncture

Oxford Business College UK Limited

Pearson College Limited

Point Blank Limited

Richmond, The American International University in London, Inc.

Royal Academy of Dance

SAE Education Limited

Sherwood Psychotherapy Training Institute Limited

Slough Borough Council

Spurgeon’s College

St Mellitus College Trust

St Nicholas Montessori Training Limited

Stratford College London Limited

Tertiary Education Services Limited

The Academy of Contemporary Music Limited

The Cambridge Theological Federation

The Chicken Shed Theatre Trust

The College of Integrated Chinese Medicine

The Edward James Foundation Limited

The Kingham Hill Trust

The London Institute of Banking & Finance

The Markfield Institute of Higher Education

The Metanoia Institute

The Queen’s Foundation for Ecumenical Theological Education

The Salvation Army

The University of Buckingham

The University Of Law Limited

Tottenham Hotspur Foundation

Trinity College (Bristol) Limited

UCK Limited

UK College of Business and Computing Ltd

University College of Estate Management

Wales Evangelical School of Theology (WEST)

West London College of Business & Management Sciences Limited

Persons granted stateless leave and their family members

4A

(1) A person granted stateless leave, who is ordinarily resident in England on the course start date.

(2) A person—

(a) who—

(i) is the spouse or civil partner of a person granted stateless leave; and

(ii) on the leave application date, was the spouse or civil partner of a person granted stateless leave;

(b) who is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since being given leave to enter or remain in the United Kingdom; and

(3) A person—

(a) who—

(i) is the child of a person granted stateless leave or the child of the spouse or civil partner of a person granted stateless leave; and

(ii) on the leave application date, was the child of a person granted stateless leave or the child of a person who, on the leave application date, was the spouse or civil partner of a person granted stateless leave;

(b) who was under 18 on the leave application date;

(c) who is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since being given leave to enter or remain in the United Kingdom; and

(d) who is ordinarily resident in England on the course start date.

(4) In this paragraph, “leave application date” means the date on which a person granted stateless leave made an application to remain in the United Kingdom as a stateless person under the immigration rules ....

Persons granted humanitarian protection and their family members

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

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

EU nationals

Children of Swiss nationals

Children of Turkish workers

Long Residence

9

A postgraduate pre-registration course.

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

Students becoming eligible for support under Part 11A during the course of the academic year

Students becoming eligible for support under Part 11B in the course of an academic year

138A

(1) Where—

(a) a part-time course designation event which results in a student’s course becoming a designated part-time course occurs in the course of an academic year; or

(b) an in-year qualifying event (other a settled status event) which results in a student becoming an eligible student occurs within the first three months of an academic year,

the student may qualify for a loan for living costs in respect of such quarters in respect of which a loan for living costs is payable as begin after the event in question occurs.

(2) Where a protected category event which results in a student becoming an eligible part-time student occurs—

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

(b) on or 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.

Designated part-time courses

Transfer of status

139A

(1) Where an eligible part-time student transfers to another part-time course, the Secretary of State must transfer the student’s status as an eligible part-time student to that course where—

(a) the Secretary of State receives a request from the eligible part-time student to do so;

(b) the Secretary of State is satisfied that one or more of the grounds for transfer in paragraph (2) applies; and

(1A) Paragraph (1) applies to a person who is an eligible part-time student by virtue of regulation 137(2)(b) only where that person’s status as an eligible part-time student has not been transferred on or after 1st August 2021 from the designated part-time course referred to in regulation 137(2A)(a) to another designated part-time course.

(2) The grounds for transfer are—

(a) the eligible part-time student starts to undertake another designated part-time course at the institution;

(b) the eligible part-time student starts to undertake a designated part-time course at another institution; or

(c) after beginning a designated part-time course for a first degree (other than an honours degree) the eligible part-time student is, before the completion of that course, admitted to a designated part-time course for an honours degree in the same subject or subjects at the institution.

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

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

(5) An eligible student who transfers under paragraph (1) after the Secretary of State has determined the student’s support in connection with the academic year of the course from which the student is transferring but before the student completes that year may not apply for another grant under regulation 147 in connection with the academic year of the course to which the student transfers,

(6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Conversion of status from eligible student to eligible part-time student

139B

(1) Where an eligible student ceases to undertake a designated course and transfers to a designated part-time course at the same or at another institution, the Secretary of State must convert the student’s status as an eligible student to that of an eligible part-time student in connection with the course to which the student is transferring where—

(a) the Secretary of State receives a request from the eligible student to do so; and

(b) the period of eligibility has not terminated.

(2) Where, before completing the designated course, the student transfers to a part-time course in the same subject or subjects leading to the same qualification at the same institution, the part-time course is to be treated as satisfying regulation 139(1)(b) and (c) if the period of part-time study to be undertaken by the student is of at least one academic year’s duration and does not exceed four times the period ordinarily required to complete the remainder of the designated course from which the student transfers.

(3) The following applies to a student (“A”) who transfers under paragraph (1)—

(a) where the Secretary of State has determined prior to the transfer that A is entitled to disabled students’ allowance, that entitlement terminates on the date of the transfer and no payments or further payments (including instalments) of that grant must be made after that date;

(b) the Secretary of State must determine whether A is entitled to disabled part-time students’ allowance for the remainder of the academic year in which A transfers;

(c) where in accordance with sub-paragraph (b) the Secretary of State determines that A is entitled to disabled part-time students’ allowance, the maximum amount of that grant as set out in regulation 147(6)(a) is reduced by any sums of disabled students’ allowance, other than sums in relation to travel costs, paid to A in respect of the academic year in which A transfers;

(d) where immediately before A became an eligible part-time student A was eligible to apply, but had not applied, for a loan for living costs under Part 6 in respect of that academic year, or had not applied for the maximum amount or increased maximum to which A was entitled under that Part, A may apply for such a loan, or such additional amount of loan, as if A had continued to be an eligible student.

(4) Except where paragraph (5) applies, where a transfer under paragraph (1) is made—

(a) the maximum amount of any loan under Part 6 to which the student would, apart from this regulation, be entitled in connection with a designated course in respect of that academic year is reduced—

(i) by two thirds, where the student transfers to a designated part-time course at the beginning of the second quarter of that academic year;

(ii) by one third, where the student transfers to a designated part-time course at the beginning of the third quarter of that academic year; and

(b) the maximum amount of any loan under Part 11B to which the student would be entitled in connection with the designated part-time course in respect of that academic year if the student had been an eligible part-time student throughout that year is reduced—

(i) by one third, where the student transfers to a designated part-time course at the beginning of the second quarter of that academic year;

(ii) by two thirds, where the student transfers to a designated part-time course at the beginning of the third quarter of that academic year.

(5) This paragraph applies where an eligible student—

(a) transfers under paragraph (1); and

(b) ceases to undertake the designated course and starts to undertake the designated part-time course in the same quarter of an academic year (“the conversion year”).

(6) Where paragraph (5) applies—

(a) the amount of loan under Part 6 to which the student is entitled for the conversion year in respect of the designated course is—

$$(A/B)×C$where—A is the number of days of the designated course which the student undertakes in the conversion year;B is the length of the designated course, in days, in the conversion year;C is the maximum amount of loan to which the student would be entitled in the conversion year under Part 6 were it not for the transfer; and$

(b) the amount of loan under Part 11B to which the student is entitled for the conversion year in respect of the designated part-time course is—

$$(D/E)×F$where—D is the number of days of the designated part-time course which the student undertakes in the conversion year;E is the length of the designated part-time course, in days, in the conversion year;F is the maximum amount of loan to which the student would be entitled in the conversion year under Part 11B if the student had been an eligible part-time student throughout that year.$

Conversion of status from eligible part-time student to eligible student

139C

(1) Where an eligible part-time student ceases to undertake a designated part-time course and transfers to a designated course at the same or at another institution, the Secretary of State must convert that student’s status as an eligible part-time student to that of an eligible student in connection with the course to which the student is transferring where—

(a) the Secretary of State receives a request from the eligible part-time student to do so; and

(b) the period of eligibility has not terminated.

(2) The following applies to a student (“A”) who transfers under paragraph (1)—

(a) where the Secretary of State has determined prior to the transfer that A is entitled to disabled part-time students’ allowance, that entitlement terminates on the date of transfer and no payments or further payments (including instalments) of that grant must be made after that date;

(b) the Secretary of State must determine whether A is entitled to disabled students’ allowance for the remainder of the academic year in which A transfers;

(c) where in accordance with sub-paragraph (b) the Secretary of State determines that A is entitled to disabled students’ allowance, the maximum amount of that grant as set out in regulation 41(2)(a) is reduced by any sums of disabled part-time students’ allowance, other than sums in relation to travel costs, paid to A in respect of the academic year in which A transfers;

(d) where immediately before A became an eligible student A was eligible to apply, but had not applied, for a loan for living costs under Part 11B in respect of that academic year, or had not applied for the maximum amount or increased maximum to which A was entitled under that Part, A may apply for such a loan, or such additional amount of loan, as if A had continued to be an eligible part-time student.

(3) Except where paragraph (4) applies, where a transfer under paragraph (1) is made—

(a) the maximum amount of any loan under Part 11B to which the student would, apart from this regulation, be entitled in connection with a part-time designated course in respect of that academic year is reduced—

(i) by two thirds, where the student transfers to the designated course at the beginning of the second quarter of that academic year;

(ii) by one third, where the student transfers to the designated course at the beginning of the third quarter of that academic year; and

(b) the maximum amount of any loan under Part 6 to which the student would be entitled in connection with a designated course in respect of that academic year if the student had been an eligible student throughout that year is reduced—

(i) by one third, where the student transfers to the designated course at the beginning of the second quarter of that academic year;

(ii) by two thirds where the student transfers to the designated course at the beginning of the third quarter of that academic year.

(4) This paragraph applies where an eligible part-time student—

(a) transfers under paragraph (1); and

(b) ceases to undertake the designated part-time course and starts to undertake the designated course in the same quarter of an academic year (“the conversion year”).

(5) Where paragraph (4) applies—

(a) the maximum amount of loan under Part 11B to which the student is entitled for the conversion year in respect of the designated part-time course is—

$$(A/B)×C$where—A is the number of days of the designated part-time course which the student undertakes in the conversion year;B is the length of the designated part-time course, in days, in the conversion year;C is the maximum amount of loan to which the student would be entitled in the conversion year under Part 11B were it not for the transfer; and$

(b) the maximum amount of loan under Part 6 to which the student is entitled for the conversion year in respect of the designated course is—

$$(D/E)×F$where—D is the number of days of the designated course which the student undertakes in the conversion year;E is the length of the designated course, in days, in the conversion year;F is the maximum amount of loan to which the student would be entitled in the conversion year under Part 6 if the student had been an eligible student throughout the conversion year.$

Transfers from courses which are designated to courses which are not designated

139D

(1) This paragraph applies where an eligible student—

(a) transfers from a designated course to a course (including a part-time course) which is not designated; and

(b) immediately before the transfer, that student was eligible to apply, but had not applied, for a loan under Part 6 in respect of the academic year (“the transfer year”) in which the transfer occurs.

(2) Where paragraph (1) applies—

(a) the student may apply for a loan under Part 6 in respect of the transfer year;

(b) for the purposes of such an application, the student is to be treated as if the student were still an eligible student undertaking the designated course; and

$$(A/B)×C$where—A is the number of days of the designated course which the student undertakes as an eligible student in the transfer year;B is the length of the designated course, in days, in that year; andC is the maximum amount of loan to which the student would be entitled under Part 6 for the transfer year, were it not for the transfer.$

(3) This paragraph applies where an eligible part-time student—

(a) transfers from a designated part-time course to a course (including a full-time course) which is not designated; and

(b) immediately before the transfer the eligible part-time student was eligible to apply, but had not applied, for a loan under Part 11B in respect of the academic year (“the transfer year”) in which the transfer occurs.

(4) Where paragraph (3) applies—

(a) the student may apply for a loan under Part 11B in respect of the transfer year;

(b) for the purposes of such an application, the student is to be treated as if the student were still an eligible part-time student undertaking the designated part-time course; and

$(D/E)×F$

where—D is the number of days of the designated part-time course which the student undertakes as an eligible part-time student in the transfer year;E is the length of the designated part-time course, in days, in that year; andF is the maximum amount of loan to which the student would be entitled under Part 11B for the transfer year, were it not for the transfer.

Period of eligibility

PART 11A — Fee Loans and allowances for designated part-time courses

Interpretation of Part 11A

140A

(1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(2) In this Part, the intensity of study is calculated as follows and expressed as a percentage—

$$(PT/FT)×100$where— PT is the number of modules, credits, credit points, points or other unit to be awarded to the eligible part-time student by the academic authority if the student successfully completes the academic year in connection with which that student is applying for support; FT is—where the course is provided by or on behalf of the Open University, 120;where the course is provided by or on behalf of any other institution, the number of modules, credits, credit points, points or other unit that a standard full-time student would be required to obtain in each academic year in order to complete the full-time equivalent within the period ordinarily required to complete that course.$

(3) In paragraph (2)—

(a) the reference to the period ordinarily required to complete the full-time equivalent means—

(i) where the course is provided by or on behalf of the Open University, the period that a standard full-time student would require to complete the full-time equivalent if that student were awarded 120 credit points in each academic year;

(ii) where the course is provided by or on behalf of any other institution, the period in which a standard full-time student would complete the full-time equivalent;

(b) “standard full-time student” is a student who is to be taken—

(i) to have begun the full-time equivalent course on the same date as the eligible part-time student began the part-time course in question;

(ii) not to have been excused any part of the full-time equivalent course;

(iii) not to have repeated any part of the full-time equivalent course; and

(iv) not to be absent from the full-time equivalent course other than during vacations.

Availability of support to prisoners

140B

An eligible part-time student who is a prisoner qualifies for support under this Part only—

(a) if the student is an eligible prisoner; or

(b) in respect of an academic year during which the student enters prison or is released from prison.

Assistance for part-time courses in respect of courses beginning before 1st September 2012

Amount of assistance in respect of courses beginning before 1st September 2012

Interpretation of regulation 142

Fee support for designated part-time courses beginning on or after 1st September 2012

Amount of the fee loan - courses beginning on or after 1st September 2012

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

Disabled part-time students' allowance

Applications for support

Declarations provided by academic authorities

Information

Transfer of status

Conversion of status

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

Payment of grants for fees

Payment of loans for fees

Overpayments of grants and allowances

Overpayments of fee support

PART 11B — LOANS FOR LIVING COSTS IN CONNECTION WITH DESIGNATED PART-TIME COURSES

CHAPTER1 — Qualifying and applying for the loan for living costs

Interpretation of Part 11B

157A

(1) In this Part,

(a) “eligible part-time student with full entitlement” is an eligible part-time student other than an eligible part-time student with reduced entitlement;

(b) “eligible part-time student with reduced entitlement” has the meaning given in regulation 157F(3);

(c) “special support loan” is a loan to defray the costs of books, equipment, travel or childcare incurred for the purpose of attending a designated part-time course;

(d) “standard full-time student” is a student who is to be taken—

(i) to have begun the full-time equivalent on the same date as the eligible part-time student began the part-time course in question;

(ii) not to have been excused any part of the full-time equivalent;

(iii) not to have repeated any part of the full-time equivalent; and

(iv) not to be absent from the full-time equivalent other than during vacations.

(2) In this Part, the intensity of study is calculated as follows and expressed as a percentage—

$$(PT/FT)×100$where—PT is the number of modules, credits, credit points, points or other unit to be awarded to the eligible part-time student by the academic authority if the student successfully completes the academic year in connection with which that student is applying for a loan for living costs;FT is—where the course is provided by or on behalf of the Open University, 120;where the course is provided by or on behalf of any other institution, the number of modules, credits, credit points, points or other unit that a standard full-time student would be required to obtain in each academic year in order to complete the full-time equivalent within the period ordinarily required to complete that course.$

(3) In this Part, a reference to the period ordinarily required to complete the full-time equivalent means—

(a) where the course is provided by or on behalf of the Open University, the period that a standard full-time student would require to complete the full-time equivalent if that student were awarded 120 credit points in each academic year;

(b) where the course is provided by or on behalf of any other institution, the period in which a standard full-time student would complete the full-time equivalent.

Qualifying conditions for the loan for living costs

157B

(1) Subject to the provisions of this regulation, an eligible part-time student qualifies for a loan for living costs in connection with the student’s attendance on a designated part-time course (“the relevant course”) if—

(a) the student—

(i) begins the relevant course on or after 1st August 2018;

(ii) transfers on or after 1st August 2018 from a designated course to the relevant course; or

(iii) transfers to the relevant course from a designated part-time course which the eligible part-time student started on or after 1st August 2018; and

(b) the student—

(i) is under the age of 60 on the relevant date; or

(ii) where the student transfers to the relevant course from a course described in sub-paragraph (a)(ii) or (iii) (“the first course”), was under the age of 60 on the first day of the first academic year of the first course.

(2) An eligible part-time student does not qualify for a loan for living costs in connection with a designated part-time course 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 course is a distance learning course unless the student is treated as being in attendance on the designated part-time course under regulation 157M.

(3) An eligible part-time student does not qualify for a loan for living costs in respect of a designated part-time course if the intensity of study during the academic year for which the loan is claimed is less than 25 per cent of the course’s full-time equivalent.

(4) An eligible part-time student does not qualify for a loan for living costs if the student—

(a) has undertaken one or more part-time courses for sixteen academic years in aggregate; and

(b) was eligible to apply for a fee loan under regulation 144 or a loan or grant of the kind described in regulation 144(5A) in respect of each of those academic years.

(5) Subject to paragraphs (6) to (13) an eligible part-time student does not qualify for a loan for living costs in connection with a current part-time course which leads to an equivalent or lower qualification.

(6) Paragraph (5) does not apply if—

(a) the current part-time course—

(i) is a course in—

(aa) engineering and technology or computing (or a combination of those subjects); or

(ab) agriculture, food and related studies, biological and sport sciences, ... geography, earth and environmental studies, mathematical sciences, medicine and dentistry, physical sciences, psychology, subjects allied to medicine or veterinary sciences (or a combination of those subjects); and

(ii) leads to an honours degree; and

(b) the student begins the current part-time course on or after 1st August 2018.

(6A) Paragraph 5 does not apply in respect of an academic year of the current part-time course which begins on or after 1st August 2019, where—

(a) the course—

(i) is a course for the initial training of teachers;

(ii) leads to an award mentioned in sub-paragraphs (a), (f), (g) or (h) of paragraph (2A) of regulation 139; and

(b) the student begins the course on or after 1st August 2018.

(7) Paragraph (5) does not apply if—

(a) the current part-time 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;

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

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

(b) the student begins the current part-time course on or after 1st August 2018.

(8) Paragraph (5) does not apply where the Secretary of State determines that the following conditions are satisfied—

(a) the 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 in connection with —

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

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

(iii) an academic year of the current part-time 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.

(9) Where paragraph (8) applies, the student qualifies for a loan for living costs in accordance with paragraphs (10) to (13).

(10) If the Secretary of State makes the determination before the first day of the first academic year of the current part-time course, then the student qualifies for a loan for living costs in respect of the first academic year of the current part-time course.

(11) If the Secretary of State makes the determination on or after the first day of the first academic year of the current part-time course, then the student qualifies for a loan for living costs in respect of—

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

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

(12) Paragraphs (10) and (11) do not apply if the Secretary of State considers that there are exceptional circumstances.

(13) 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 part-time course, as appropriate, whether or not the student has completed those academic years prior to the Secretary of State making the determination.

(14) In paragraph (1)(b)(i), the “relevant date” means the first day of the first academic year of the relevant course.

Applications for a loan for living costs

157C

(1) A person (the “applicant”) must apply for a loan for living costs in connection with each academic year of a designated part-time course by completing and submitting to the Secretary of State an application in such form as the Secretary of State may require.

(2) The application must be accompanied by such additional documentation as the Secretary of State may require.

(3) The Secretary of State may take such steps and make such inquiries as the Secretary of State considers necessary to determine—

(a) whether the applicant is an eligible part-time student;

(b) whether the applicant qualifies for a loan for living costs; and

(4) The Secretary of State must notify the applicant of whether the applicant qualifies for a loan for living costs and, if the applicant does qualify, the amount payable in respect of the academic year.

(5) The general rule is that the application must reach the Secretary of State no later than the end of the ninth month of the academic year in respect of which it is submitted.

(6) The general rule does not apply where—

(a) an event falling within regulation 138A occurs after the first day of the academic year in respect of which the applicant is applying for a loan for living costs, 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 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 the Secretary of State specifies;

(c) the applicant is applying to borrow an additional amount of loan for living costs, 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.

Declarations provided by academic authorities

157D

(1) Subject to paragraph (2), the academic authority must complete a declaration in such form as may be required by the Secretary of State.

(2) An academic authority is not required to complete a declaration if it is unable to give the confirmation required.

(3) In this regulation, “declaration” means a statement that provides, for the purposes of this Part—

(a) confirmation by the academic authority of—

(i) the period ordinarily required to complete the part-time course;

(ii) the number of modules, credits, credit points, points or other unit which the eligible part-time student is likely to obtain in each academic year of the part-time course;

(iii) the period ordinarily required to complete the full-time equivalent;

(iv) the number of modules, credits, credit points, points or other unit which a standard full-time student would be likely to obtain within the period ordinarily required to complete that course;

(b) certification by the academic authority that it considers—

(i) the course to be a designated part-time course;

(ii) that it will be possible for the applicant to complete the course within the period specified in regulation 139(1)(c).

(4) For the purposes of paragraph (3)(b), the academic authority must have regard to—

(a) any increase in intensity of study that would be required for the applicant to complete the course within the period specified in regulation 139(1)(c)(ii);

(b) any parts of the course which the applicant has been required to repeat.

Information in connection with loans for living costs

157E

Schedule 3 deals with the provision of information.

CHAPTER2 — Amount of loan for living costs

Maximum amount of loans for living costs: general

157F

(1) The maximum amount of a loan for living costs in connection with a designated part-time course is calculated as follows in respect of an academic year—

(a) where the student is an eligible part-time student with full entitlement, in accordance with regulation 157G;

(b) where the student is an eligible part-time student with reduced entitlement, in accordance with regulation 157H.

(2) For the purposes of regulations 157G and 157H, the “relevant intensity of study” is calculated as follows—

(a) where the intensity of study is less than 25 per cent, the relevant intensity of study is nil;

(b) where the intensity of study is 25 per cent or more, but less than 33.3 per cent, the relevant intensity of study is 25 per cent;

(c) where the intensity of study is 33.3 per cent or more, but less than 50 per cent, the relevant intensity of study is 33.3 per cent;

(d) where the intensity of study is 50 per cent or more, but less than 66.6 per cent, the relevant intensity of study is 50 per cent;

(e) where the intensity of study is 66.6 per cent or more, but less than 75 per cent, the relevant intensity of study is 66.6 per cent;

(f) where the intensity of study is 75 per cent or more, but less than 100 per cent, the relevant intensity of study is 75 per cent;

(g) where the intensity of study is 100 per cent or higher, the relevant intensity of study is 100 per cent.

(3) An eligible part-time student with reduced entitlement is an eligible part-time student , other than an eligible part-time care leaver, who opts, when applying for a loan for living costs, not to provide the information needed to calculate the household income.

(4) ... In this Part—

(a) an eligible part-time student (“X”) is in category A if X resides at X’s parents’ home while attending the designated part-time course;

(b) an eligible part-time 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; or

(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;

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

(ii) attends the Institute; or

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

(d) an eligible part-time student is in category D if the student is not in categories A to C.

Maximum amount of loans for living costs: eligible part-time students with full entitlement

157G

(1) Subject to Chapters 3 and 4 of this Part and paragraphs (1A) and (5), the maximum amount of loan for living costs for which an eligible part-time student with full entitlement qualifies in respect of an academic year of a designated part-time course is equal to—

$$A×(X-Y)$where—A is the relevant intensity of study; andX is—for a student in category A, £9,118;for a student in category B, £14,135;for a student in category C, £12,403;for a student in category D, £10,830; andY is—for a student in category A, £1 for every complete £6.54 by which the student’s household income exceeds £25,000;for a student in category B, £1 for every complete £6.36 by which the student’s household income exceeds £25,000;for a student in category C, £1 for every complete £6.41 by which the student’s household income exceeds £25,000;for a student in category D, £1 for every complete £6.47 by which the student’s household income exceeds £25,000.$

(1A) Where the eligible part-time student with full entitlement referred to in paragraph (1) is an eligible part-time care leaver, the formula in that paragraph is to be read as “A x X”.

(2) Subject to paragraph (4), the maximum amount of loan for living costs calculated in accordance with paragraph (1) is made up of—

(a) a special support loan calculated in accordance with paragraph (3); and

(b) a maintenance loan.

(3) The amount of special support loan is—

$$A×Z$where—A is the relevant intensity of study; andZ is £4,582.$

(4) Where the amount of special support loan calculated in accordance with paragraph (3) is equal to or higher than the amount calculated in accordance with paragraph (1)—

(a) the maximum amount of loan for living costs is made up of a special support loan only; and

(b) the maximum amount of loan for living costs is equal to the amount calculated in accordance with paragraph (1).

(5) Where the maximum amount of loan for living costs is calculated in accordance with paragraph (1) and is less than the minimum level for the academic year specified in regulation 157J, the minimum level for the academic year is payable.

Maximum amount of loans for living costs: eligible part-time students with full entitlement

157H

(1) Subject to Chapters 3 and 4 of this Part, the maximum amount of loan for living costs for which an eligible part-time student with reduced entitlement qualifies in respect of an academic year of a designated part-time course is equal to—

$$(A×B)$where—A is the relevant intensity of study; andB is —for a student in category A, the amount in regulation 80(1)(f)(i);for a student in category B, the amount in regulation 80(1)(f)(ii);for a student in category C, the amount in regulation 80(1)(f)(iii);for a student in category D, the amount in regulation 80(1)(f)(iv).$

(2) Subject to paragraph (4), the maximum amount of loan for living costs which is calculated in accordance with paragraph (1) is made up of—

(a) a special support loan calculated in accordance with paragraph (3); and

(b) a maintenance loan.

(3) The amount of special support loan is—

$$(A×Z)$where—A is the relevant intensity of study; andZ is £4,582.$

(4) Where the amount of special support loan calculated in accordance with paragraph (3) is equal to or higher than the amount calculated in accordance with paragraph (1)—

(a) the maximum amount of loan for living costs is made up of a special support loan only; and

(b) the maximum amount of loan for living costs is equal to the amount calculated in accordance with paragraph (1).

Calculation of household income and residual income

157I

(1) For the purposes of regulation 157G, an eligible part-time student’s household income is assessed in accordance with Schedule 6.

(2) The Secretary of State may require an eligible part-time 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 household income.

Minimum level of loan for living costs for part-time courses

157J

(1) Subject to paragraph (2), for an eligible part-time student with full entitlement, the “minimum level for the academic year” in regulation 157G is equal to—

$$(A×B)$where—A is the relevant intensity of study; andB is£4,013 in the case of a student in category A;£7,039 in the case of a student in category B;£5,996 in the case of a student in category C;£5,048 in the case of a student in category D.$

(2) Where different categories apply for different quarters of the academic year, the minimum level in paragraph (1) is the aggregate of the amounts determined under paragraph (3) for each of the quarters in respect of which a loan is payable.

(3) The amount determined for each quarter is one third of the amount in paragraph (1) which corresponds to the rate applicable for the quarter.

(4) The rate applicable for a quarter is determined in accordance with regulation 157L.

CHAPTER3 — Miscellaneous

Quarters in respect of which the loan for living costs is payable to eligible part-time students

157K

(1) Subject to regulation 138A, the loan for living costs is payable in respect of three quarters of the academic year.

(2) The loan for living costs is not payable in respect of the quarter in which, in the opinion of the Secretary of State, the longest of any vacation occurs.

Part-time students falling into more than one category

157L

Where an eligible part-time student falls into more than one of the categories set out in regulation 157F(4) 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; and

(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 the highest rate of loan for living costs for the academic year.

Students who are treated as in attendance on a course

157M

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

(2) This regulation applies to—

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

(b) a disabled student who is undertaking a designated part-time 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.

Applying for an additional amount of loan for living costs

157N

(1) An eligible part-time student may apply to borrow an additional amount of loan for living costs where—

(a) the Secretary of State determines that the maximum amount of loan for living costs in relation to an academic year should be increased (including an increase from nil); and

(b) the Secretary of State considers that the increase in the maximum amount of the loan does not result from the eligible part-time student—

(i) failing to provide information promptly which might affect the student’s ability to qualify for the loan in question or the amount of loan 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 which the student has already applied for under regulation 157C, does not exceed the maximum amount of loan after it has been increased pursuant to paragraph (1)(a).

(3) Where an eligible part-time student has applied for a loan for living costs 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.

CHAPTER4 — Payments in connection with loans for living costs

Provision of United Kingdom national insurance number

157O

(1) The Secretary of State may make it a condition of entitlement to payment of any loan under this Part that the eligible part-time student must provide the Secretary of State with the student’s United Kingdom national insurance number.

(2) Where the Secretary of State has imposed a condition under paragraph (1), the Secretary of State must not make any payment of the loan to the eligible part-time student before the Secretary of State is satisfied that the student has complied with that condition.

(3) Despite paragraph (2), the Secretary of State may make a payment of loan to an eligible part-time student if the Secretary of State is satisfied that owing to exceptional circumstances it would be appropriate to make such a payment without the eligible part-time student having complied with the condition imposed under paragraph (1).

Information requirements and agreements to repay loans for living costs

157P

(1) The Secretary of State may at any time request from an eligible part-time student information that the Secretary of State considers is required to recover a loan for living costs.

(2) The Secretary of State may at any time require an eligible part-time student to enter into an agreement to repay a loan for living costs by a particular method.

(3) The Secretary of State may at any time request from an eligible part-time student sight of their valid national identity card, valid passport issued by the state of which they are a national or their birth certificate.

(4) Where the Secretary of State has requested information under this regulation, the Secretary of State may withhold any payment of a loan for living costs until the person provides what has been requested or provides a satisfactory explanation for not complying with the request.

(5) Where the Secretary of State has required an agreement as to the method of repayment under this regulation, the Secretary of State may withhold any payment of a loan for living costs until the person provides what has been required.

Payment of loans for living costs

157Q

(1) The Secretary of State may pay loans for living costs under this Part in instalments.

(2) Subject to paragraph (4), the Secretary of State may pay loans for living costs 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 under this Part or, where it has been determined not to pay the loan for living costs by instalments, make any payment of loans for living costs to the eligible part-time student before the Secretary of State has received an attendance confirmation from the relevant academic authority, unless an exception applies.

(5) An exception applies if 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) 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 this Part.

(7) Payments of loans for living costs 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 part-time student must provide the Secretary of State with particulars of a bank or building society account in the United Kingdom into which payments may be made by electronic transfer.

(8) Where the Secretary of State has made any payment of a loan for living costs under this Part and a student who qualifies for a loan for living costs under this Part applies for such a loan or applies for an additional amount of loan in respect of an academic year, the Secretary of State may pay that loan or that additional amount of loan in such instalments (if any) and at such times as the Secretary of State considers appropriate as soon as is reasonably practicable after a satisfactory application has been received.

(9) Subject to paragraph (10), no loan for living costs under this Part 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 a loan for living costs to be paid in respect of that day.

(10) In deciding whether it would be appropriate for a loan for living costs to be due under paragraph (9) the circumstances to which the Secretary of State must have regard include the financial hardship which not paying the loan would cause and whether not paying the support would affect the student’s ability to continue the course.

(11) No loan for living costs under this Part in respect of the current course is due in respect of any payment period beginning after an eligible part-time student’s period of eligibility terminates.

(12) No loan for living costs under this Part is due in respect of a payment period during part of which an eligible part-time student is absent from the course, unless in the opinion of the Secretary of State it would be appropriate in all the circumstances for a loan for living costs to be paid in respect of the period of absence.

(13) In deciding whether it would be appropriate for a loan for living costs to be due under paragraph (12) 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 loan would cause.

(14) An eligible part-time student is not to be considered absent from the student’s course if the student is unable to attend due to illness and the student’s absence has not exceeded 60 days.

(15) Where, after the Secretary of State has made any payment of a loan for living costs under this Part for which a student qualifies in respect of an academic year, the Secretary of State makes a determination that the amount of loan for living costs for which the student qualifies is less than the amount previously determined either by way of a revision of a provisional assessment or otherwise—

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