advanced learner loans - student loans company · learner numbers total number applications 31%...
TRANSCRIPT
Advanced Learner Loans
Agenda
• Application Statistics
• Application and Assessment
• Administration
• Enhancements
• Engagement and Next Steps
Agenda
Application Statistics
Application and Assessment
Administration Enhancements Engagement, Contact and Next Steps
Learner Numbers
Total number applications
31% increase in applications when compared to same reporting period in
AY 15/16
66,971 69,087
101,842
95,756
0
20,000
40,000
60,000
80,000
100,000
120,000
13/14 14/15 15/16 16/17
Application Statistics
14/15 15/16 16/17 YTD
Total Applications Submitted 69,087 101,842 95,756
Processed
Approved 54,051 68,915 69,125
Approved Awaiting Signature 6 22 1,678
Withdrawal/Suspension 8,342 9,899 4,176
Ineligible 3,284 5,020 2,436
Auto Cancelled 3,290 17,385 14,474
Total Processed 68,973 101,241 91,889
Outstanding
Awaiting Evidence 5 52 2,585
Awaiting Investigation 74 387 416
Work in Hand 35 162 866
Total Outstanding 114 601 3,867
Data Entry Incomplete 3 25 1,433
AY 17/18 Declaration
Feedback provided by
Learning Providers at
Advanced Learner Loan
Stakeholder Groups, along
with feedback from additional
engagement channels,
resulted in us changing the
structure of the declaration to
encourage learners to
complete their loan process.
Demographics
81%
19%
UK
Non UK
29%
71%
Male
Female
Of the total number of
applications submitted
in AY 15/16, 24-30 year
olds accounted for the
largest volume of
applications received.
Along with 71% of the
total volume being
female and 81% being
UK Nationals.
22%
30% 28%
15%
5%
19+
24-30
31-40
41-50
50+
31%
31%
23%
16%
8%
4%
8%
12%
15%
19%
57%
52%
56%
60%
64%
6%
8%
9%
8%
9%
0% 20% 40% 60% 80% 100%
<=23
24-30
31-40
41-50
50+A/AS Level
Access to HE
Certificate
Diploma
Vocational
Age and Aim Type
Popular Learning Aims
24,810
13,980
9,550
9,450
8,230
3,620
2,090
2,090
1,900
1,340
1,180
1,170
430
290
0 5,000 10,000 15,000 20,000 25,000 30,000
Health, Public Services and Care
Business, Administration and Law
Education and Training
Retail and Commerical Enterprise
Leisure, Travel and Tourism
Construction, Planning and the Built Environment
Science and Mathematics
Social Sciences
Arts, Media and Publishing
Agriculture, Horticulture and Animal Care
Engineering and Manufacturing
Information and Communication Technology
History, Philosophy and Theology
Languages, Literature and Culture
Agenda
Application Statistics
Application and Assessment
Administration Enhancements Engagement,
Contact and Next Steps
Product Comparison
FE Fees only Non Means
Tested
Learning and Funding
Information Letter
Application for each aim
Four loans in Total
HE Fees and Maintenance
Option to be Means Tested
UCAS One
application each year
Gift Year
Product Expansion
Old 24 years and over
Levels 3 and 4 No concurrent
study No repeat
level and type
New 19 years and over
Addition of Levels 5 and 6
Concurrent study allowed
More than one loan for the same level and type
Providers must contact awarding bodies to show interest
Application Checklist
LAFIL
• Ensure your learners have their LAFIL prior to applying. SLC require details from this (UKPRN, LARN), EU learners are exempt from providing a NINO
ID
• Does the learner have a valid passport? If not, they can supply a birth/adoption certificate with accompanying Application Declaration of Identity Form (ADIF)
Residency
• Learners from outside the EU may need to provide additional supporting evidence, including evidence of settled status or proof of immigration status (EU learners must demonstrate 3 years residency in EEA/Switzerland)
Previous Study
• Encourage discussion around Previous Study? Should the learner be grant funded for their first Level 3? It is for the provider to ascertain if the learner should be in receipt of a grant if they are applying for the first Level 3
Declaration
• Has the learner signed their declaration form? Have they made a note of their account log-in details? Learners can manage their account online and amend many aspects of their applications via the ‘Change of Circumstances’ function
Application and Assessment
SLC Receives Application Form
Residency and Accompanying
Evidence is Verified
Check Provider
Check Learning Aim
Check Start and End Dates
Review Fee and Loan Amounts
Assess Application
If Online Application a Declaration is
Sent Out
When Fully Approved NINO
sent to DWP
LAFIL
Using UKPRN
Payment Note CRN
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 FE 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 (and not be deemed unfit for support by SFE)
• This includes EU domiciled learners who are studying in England
• Completed an HE qualification that was eligible for SFE funding
Repayment
Learners will repay their loans on the same income contingent basis as for HE
students:
• Learners start to repay once earning over £21,000 a year (£404 a week or £1,750 a month)
• Repayments automatically deducted from earnings through the HMRC tax system or via self
assessment as explained in this flowchart from the SLC Repayment website (9% of earnings above the
threshold)
• If earnings drop below £21,000 repayments will stop
• Learners are due to start repaying their loan in the April after they finish or leave their course –
whichever comes first
• Any outstanding balance will be written off 30 years after entering repayment
Agenda
Application Statistics
Application and Assessment Administration Enhancements
Engagement, Contact and Next
Steps
• Application, Assessment and Customer Contact
• Timely Attendance and Payments
• Provider Relationship and Enquiry Management
• Service Management Framework
• Repayments
• Work alongside the Skills Funding Agency and Department for Education
SLC Roles and Responsibilities
Provider Responsibilities
Best Practice
Encourage learners to apply early
Information steps in place for learners
LAFIL holds accurate funding
information
Promote digital
application and
resources
Comply with our Service
Standards
Comply with the Skills Funding Agency Funding Rules
Monitor and
manage your loan position
• Fees Policy and Offer
• Skills Funding Agency ILR and Audit
• Application and Assessment
• LP portal and service compliance
• Bursary Funding
Service Standards
Activity Right First Time Elapsed Time Notes
Ensuring the data is correct for Approved Applications
before confirmation of attendance by submitting pre-
liability CoC's
100% No Timescale
Learner Personal Data, Learning Aim
Reference, Start Date, End Date, Fee and
Loan Amounts
ULN entry to Approved Application 99%
4-6 Weeks after the start date OR 2
weeks after application received date is
a retrospective application
Attendance Confirmation (Initial) 99% 4-6 weeks after the start date
Although the measure is 4-6 week initial
attendance can be confirmed from 2
weeks after the start date
Attendance Confirmation (Subsequent) 99% Drawdown Date
The measure will deem “drawdown
date” as the Thursday evening in the
week before the main monthly payment
date
Suspending Learners 99% 60% within 60 days, 40% within 90
days Must withdraw after 12 months
Withdrawing learners 99% 60% within 60 days, 40% within 90
days
Agenda
Application Statistics Application and
Assessment Administration Enhancements
Engagement, Contact and Next
Steps
Key Enhancements
Summary Description Impact
Auto Cancel Functionality
Implementation of auto-cancel functionality on approved, awaiting
signature, missing evidence and in data entry applications.
Allows applications to be auto-cancelled within specific timescales. To date this has resulted in
the cancellation of 24,566 applications.
CoC bulk uploads Allow the bulk upload of CoC’s via CSV and
XML. This allows bulk upload without need for ICT
development by Learning Providers.
Evidence Requirements visible to Provider
System enhancement allows providers to see a learners outstanding evidence
Enables providers to provide accurate next steps to the learner promoting the timely approval of
applications.
Updated Declaration Correspondence
Learning Providers advised of challenges with learners returning their declaration
due to content of correspondence.
Clear next steps highlighted on Declaration to encourage learners to return correspondence
Agenda
Application Statistics Application and
Assessment Administration Enhancements
Engagement, Contact and Next
Steps
• Engagement events
• Tailored events for new providers
• Communication Bulletins
• Advisory Groups
• System Enhancement communications
• Account Manager Visits
• Online Resources
Engagement Advanced Learner
Loan Seminars delivered to 520 delegates in four
locations New Provider
Seminars delivered to 78
delegates in London and
Leeds
Regional Forums
delivered annually
105 Account Manager
Visits in 12 months
Engagement
Seminars are opportunity to share knowledge and gain a detailed insight in the
operational policy, systems and resources that support Advanced Learner Loans
Plymouth
• New Continental Hotel
• 27th April
Leeds
• The Met
• 10th May
London
• AMBA Hotel
• 11th May
London
• AMBA Hotel
• 16th May
Stratford-Upon Avon
• Crowne Plaza
• 17th May
SLC Support Network
• Direct training and guidance for partners
• Focus on communicating policy, applications, repayment and resource messages
• Regional point of contact for all funding issues
Funding Information Partners Account
Manager
• Provide on-going business to business support
• Expert advice and training on SLC systems
• Guidance and support in associated functions including attendance confirmations
FE Account Managers
• Dedicated telephone and email support for FE Learning Providers
• Practitioner and Policy support
• Customer contact centre
Wider SLC Support
Learning Provider Portal
Resources
Read Advanced Learner Loan online material available to you:
Learner facing Information and Guidance:
www.practitioners.slc.co.uk/further-education
Review Skills Funding Agency Provider Pack:
https://www.gov.uk/government/publications/advanced-learning-loans-provider-support-
pack
Katy Barge
Partner Services
FE Account Manager
07827 449280
www.lpservices.slc.co.uk
Rachel Thorpe-Lavin
Partner Services
FE Account Manager
07500 785712
www.lpservices.slc.co.uk