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Advanced Learner Loans Learning Provider Training Event FE Account Managers, Partner Services

Advanced Learner Loans Learning Provider Training Event FE Account Managers, Partner Services. Agenda. Roles and Responsibilities Application Process and Eligibility Rules Learner Repayment Process SLC Service Standards Learning Provider Portal Functionality

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Advanced Learner Loans Learning Provider Training Event FE Account Managers, Partner Services

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  1. Advanced Learner Loans Learning Provider Training Event FE Account Managers, Partner Services

  2. Agenda • Roles and Responsibilities • Application Process and Eligibility Rules • Learner Repayment Process • SLC Service Standards • Learning Provider Portal Functionality • Support and Contact Information

  3. Roles and Responsibilities

  4. Roles & Responsibilities ESFA Responsibilities

  5. Provider Responsibilities • Fees Policy and Offer • Education & Skills Funding Agency ILR and Audit • LP Portal and Service Compliance • Bursary Funding

  6. Application Process and Eligibility

  7. Application Checklist

  8. Eligibility

  9. Learner Eligibility

  10. Learner Eligibility

  11. Learner Eligibility This slide outlines the main, eligible residency criteria and the supporting evidence learners can/should provide as a UK National:

  12. Application Overview • Various forms may be required to aid successful completion of ALL applications: • Application Declaration: • Signed and dated Online Declaration Form • The new form can be downloaded from a Learner’s ‘My Account’

  13. Using UKPRN LAFIL to Payment Check Learning Aim SLC Receives Application Form Check Provider LAFIL Check Start and End Dates Review Fee and Loan Amounts Residency and Accompanying Evidence is Verified Assess Application If Online Application a Declaration is Sent Out When Fully Approved NINO sent to DWP Payment Note CRN

  14. Application Overview

  15. Advanced Learner Loans and Repayment

  16. Repayment ALL Repayment – Key Facts • There are a few essential messages learners should • understand about their loan and future repayments: • Advanced Learner Loans are not subject to credit checks • The loan will not appear on a credit files – however some lenders may ask about loans for large value applications (e.g. mortgage) • Repayment of the loan does not have to be made until the learner is earning over £25,000 a year gross (equivalent to £2,083 a month / £480 a week) • Repayment is calculated at 9% of income over £25,000 • Repayment will start in the April after the learner completes/leaves their course *The repayment threshold for Plan 2 customers (loans taken out from 1 September 2012) has increased to £25,725 effective from 6 April 2019. You can find further information here.

  17. Repayment ALL Repayment – Key Facts

  18. Access to HE Write Off • To be eligible for a “QAA Access to HE Diploma” loan write off, a student must: • Have taken out an Advanced Learner Loan for a “QAA Access to HE Diploma” course which they have completed • Be eligible to apply for support towards SFE funded course of Higher Education • This includes EU domiciled learners who are studying in England • Completed a HE qualification that was eligible for SFE funding

  19. ALL Repayment i The repayment threshold for post-2012 (Plan 2) loans is set to rise to £25,725 from 6th April 2019 to 5th April 2020

  20. ALL Interest Interest levels applied will depend on a learner’s income and circumstances: • Interest rate is: • Set at RPI Only Interest Rate: Retail Price Index +3% i The interest rate is updated once a year using the RPI figure from March which is carried forward and applied in September (3.3% for 2018/19) Income: Over £45,000 Interest Rate: RPI + up to 3% Income: £25,000 to £45,000 Income: Under £25,000 Interest Rate: RPI Only Interest Rate: RPI +3% During study until entering repayment

  21. Repayment ALL Repayment • The first 'Your Student Loan Statement’ usually sent in the April after your learner completes or withdraws from their course • It will detail the balance, including any interest that has accrued since the first loan instalment was paid • Learners will continue to receive them annually thereafter • Learners can keep up to date with their current outstanding balance by logging into www.studentloanrepayment.co.uk

  22. Repayment ALL Repayment • SLC have created a range of resources helping learners understand how loan repayment • works, their responsibilities and advice for complex scenarios • In depth information about repayment can be found at: • SLC’s online repayment guides on slc.co.uk • The Advanced Learner Loan Terms and Condition Booklet • The dedicated SLC Repayment Website • ...and did you know • Resources and ‘button links’ are available from the Practitioners' Websiteto easily embed on • your own website, directing learners straight to SLC information

  23. Repayment ALL Repayment www.facebook.com/SLCRepayment www.twitter.com/SLC_Repayment

  24. SLC Service Standards

  25. Service Standards

  26. Comfort Break

  27. Learning Provider Portal Functionality

  28. Portal Functionality Portal Functionality

  29. Exercise LP Details

  30. Profile Information • SLC cannot change any of the details within the Profile section • If the Contract Manager information is incorrect, you should update the details on the UK Register of Learning Providers website • Notify the ESFA of the change via Loans.BUSINESSOPS@education.gov.uk • and copy in your Provider Manager • They will advise us of the change via the monthly update file • Full instructions can be found on our Quick Guide

  31. Exercise • Please go to the Learning Provider Details tab • Navigate to the ‘Profile’ section and check the following information is correct: • Registered address • Bank details • Contract Manager details • Navigate to the ‘Contacts’ section and check that the contact information and • assigned roles are all up to date • Amend if necessary

  32. Learning Provider Portal Learning Provider Portal SLC will communicate key messages and notifications via the home screen with varying levels of priority

  33. Accessing Learner Information Accessing Applicant Information • Learner Search allows you to: • Conduct and view Learner/ • Learning Aim Search • Track submitted applications • and their applications states • Export learner details, payment • schedules and assessment • histories • Bulk upload ULNs • View newly approved work list

  34. Learner Information

  35. Detailed Learner Information Screen provides in-depth information and also allows LP Administrators to update information such as the ULN Field shows whether NINO has been received and verified by DWP - SLC cannot make payments until this is verified

  36. Detailed Learner Information Detailed Learner Information Providers can see current and historical assessment information as well as application state Providers can see current and historical assessment information as well as application state Where further evidence is required clicking on the application state will show what information is outstanding

  37. Learning Aim Details Selecting the Learning Aim Details section will present details on specific qualification information

  38. Detailed Learner Information Payment cannot be made until NINO has been verified, ULN has been entered and provider has confirmed the learner’s attendance

  39. Exercise • Please go to the Learner Search home screen and select ‘Export CSV Results’. Use the report to find out the following information: • How many 2018/19 learners are at an ‘approved’ state? • Of these approved learners how many are awaiting a NINO verification? • How many 2018/19 learners have been ‘auto-cancelled’?

  40. Newly Approved Worklist The newly approved worklist can be located in your ‘Learner Information Home’ tab to allow you to track applications as they move to an approved state

  41. Change of Circumstances – Pre Liability

  42. Change of Circumstances Change of Circumstances Pre-liability – Learning provider has not yet submitted a positive attendance confirmation for a learner • The types of changes that can be made to a pre-liability application are: • Change of fee charged • Change of loan amount requested (decrease only) • Change of learning aim details • Change of learning provider • Cancellation • Re-instatement (this is only available is the application is cancelled)

  43. Pre-Liability CoC • In order to complete a pre-liability CoC the application will need to be at one of the following work stages: • Approved or Approved Awaiting Signature • Cancelled • There are two ways in which a CoC can be performed: • Within an individual learner search • Via the CoC home tab Please note: In order to administer these changes you will require CoC user access and the Learning Provider must have a named CoC contact on the portal.

  44. Pre-Liability CoC A CoC can be created for a single user from the Detailed Learner Screen

  45. Pre-Liability CoC Alternatively CoCs can be submitted for single or multiple learners in one submission when accessed via CoC Home

  46. Submitting a CoC After selecting a learner, from the Detailed Learner Information page select create CoC – the next screen will confirm the learners that have been selected

  47. Submitting a CoC Select the CoC required and select ‘Add’

  48. Submitting a CoC Effective Date cannot be in the future

  49. Submitting a CoC Select the appropriate radio button to assign a contact against the CoC submission – this will be visible within the assessment history

  50. Submitting a CoC You can review the change before you submit – option available at this stage to cancel

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