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WELSH STATUTORY INSTRUMENTS


2007 No. 2311 (W.182)

EDUCATION, WALES

Education Maintenance Allowances (Wales) Regulations 2007

  Mad 4 August 2007 
  Laid before the National Assembly for Wales 7 August 2007 
  Coming into force 31 August 2007 

The Welsh Ministers, in exercise of the powers conferred upon the National Assembly for Wales by section 181 of the Education Act 2002[1] and now exercisable by them[2], make the following Regulations:

Title, commencement and application
     1. —(1) The title of these Regulations is the Education Maintenance Allowances (Wales) Regulations 2007.

    (2) These Regulations come into force on 31 August 2007 and apply in relation to Wales.

Interpretation
    
2. —(1) In these Regulations —

Eligible Persons
     3. —(1) An eligible person qualifies for an education maintenance allowance in connection with an eligible education course subject to and in accordance with these Regulations.

    (2) A person is an eligible person who qualifies for an education maintenance allowance if —

    (3) The conditions are—

    (4) An eligible person does not qualify for an education maintenance allowance if the only paragraph from 1 to 11 of Part 2 of the Schedule into which the person falls is paragraph 9.

    (5) No payment of an education maintenance allowance will be made unless an eligible person satisfies the conditions in regulation 7 or regulation 8.

    (6) An eligible person qualifies for an education maintenance allowance in respect of the qualifying period referred to in paragraph (7).

    (7) Subject to paragraph (8) "the qualifying period" means the period of three consecutive academic years beginning in the academic year in which the eligible person ceases to be of compulsory school age.

    (8) An eligible person may receive payment in the academic year in which he or she has his or her twentieth birthday if he or she has received an education maintenance allowance in no more than two of the three preceding academic years and the recognised educational institution determines, in consultation with any other educational body or other organisation it sees fit, that the eligible person should receive an education maintenance allowance for the academic year in question.

    (9) An eligible person must apply for an education maintenance allowance in connection with each academic year of an eligible education course in respect of which he or she qualifies for support.

Eligible education course
    
4. —(1) A course is an eligible education course for the purpose of regulation 3 if —

Structure and level of payments, and assessment
    
5. —(1) Education maintenance allowance consists of :

    (2) The weekly award which an eligible person receives in 2006/07 is to be determined according to the following table:

Household Income Weekly award
Up to £20,270 £30
£20,271 but less than or equal to £24,850 £20
£24,851 but less than or equal to £30,000 £10

    (3) The weekly award which an eligible person receives in 2007/08 is to be determined according to the following table:

Household Income Weekly award
Up to £20,817 £30
£20,818 but less than or equal to £25,521 £20
£25,522 but less than or equal to £30,810 £10

    (4) The amount of an intermittent bonus payment awarded in accordance with regulation 8 is £100.

    (5) Subject to paragraphs (6) to (8), the assessment of an eligible person's financial eligibility for an education maintenance allowance made under this regulation will be valid for the whole of the academic year for which the assessment is made.

    (6) Where income has been assessed as being greater than £20,270 in 2006/07 or £20,817 in 2007/08, an eligible person may apply to be reassessed if one or more of the following conditions is fulfilled:

    (7) In the event that the Welsh Ministers are satisfied that one or more of the conditions in paragraph (6) applies and the eligible person has applied to be reassessed, they may determine that an eligible person is entitled to receive an education maintenance allowance or higher level of education maintenance allowance payable under regulation 7.

    (8) If the Welsh Ministers make a determination under paragraph (7) they must notify the eligible person of the determination.

    (9) Where the Welsh Ministers determine under paragraph (7) that an eligible person is entitled to receive an education maintenance allowance or a higher level of weekly award under regulation 7, they may—

     6. In assessing eligibility for education maintenance allowance, including reassessment under regulation 5(6) to (8), the Welsh Ministers may take such steps and make such enquiries as they consider necessary to determine whether an applicant is an eligible person, whether the applicant qualifies for support and the amount of support payable, if any.

The Education Maintenance Allowance Learning Agreement and weekly award
    
7. An eligible person qualifies for an award of weekly education maintenance allowance assessed under regulation 5(2) or (3) if he or she has signed a Learning Agreement Part 1 and—

The Education Maintenance Allowance Learning Agreement and intermittent bonus payments
    
8. —(1) An eligible person qualifies for an intermittent January, July or September bonus payment of education maintenance allowance if he or she satisfies the conditions in paragraph (2).

    (2) The conditions are—

    (3) For the purpose of paragraph (2)(c)(ii) any week commencing on a Monday that falls in the calendar month of September is to be regarded as a qualifying week for the purpose of payment of education maintenance allowance;

    (4) An eligible person must not receive a January bonus payment or a July bonus payment unless he or she has signed a Learning Agreement Part 2 for that academic year.

Role of recognised educational institutions
    
9. Recognised educational institutions which are providing eligible education courses to eligible persons under these Regulations must:

Back-payment of Education Maintenance Allowance
    
10. —(1) An application for education maintenance allowance must be submitted to the Welsh Ministers by 31 March.

    (2) Paragraph (1) does not apply where—

in which case payment may be backdated to the start of the academic year.

    (3) Paragraph (1) does not apply where—

in which case payment may be backdated to the date on which the Welsh Ministers received the application form, or the start date of the course, whichever is later.

    (4) Any back-payment made under this regulation is subject to the rules about weekly awards of maintenance allowance in regulation 7.

Prohibition of dual funding
    
11. An eligible person is not to receive education maintenance allowance for any period of time during which he or she is in receipt of a paid work placement or training allowance.

Overpayment
    
12. An eligible person must, if so required by the Welsh Ministers, repay any amount paid to the eligible person under these Regulations which for whatever reason—


Jane E Hart
Minister for Children, Education, Lifelong Learning and Skills, one of the Welsh Ministers.

4 August 2007



SCHEDULE
Regulation 3


Eligible Persons




PART 1

Interpretation

     1. —(1) For the purposes of this Schedule—

    (2) For the purposes of this Schedule, "parent" ("rhiant") includes a guardian, any other person having parental responsibility for a child and any person having care of a child and "child" ("plentyn") is to be construed accordingly.

    (3) For the purposes of this Schedule, a person is to be treated as ordinarily resident in the United Kingdom and Islands or in the territory comprising the EEA and Switzerland if he or she would have been so resident but for the fact that —

is or was temporarily employed outside the United Kingdom and Islands or, as the case may be, outside the territory comprising the EEA and Switzerland.

    (4) For the purposes of sub-paragraph (3), temporary employment outside the United Kingdom and Islands or the territory comprising the EEA and Switzerland includes —

    (5) For the purposes of this Schedule an area which —



PART 2

Categories

Persons who are settled in the United Kingdom
     2. —(1) — A person who on the first day of the first academic year of the course —

    (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).

     3. A person who—

Refugees and persons with leave to enter or remain
     4. —(1) A person who—

    (2) A person who—

    (3) A person who—

Persons with leave to enter or remain and their family members
     5. —(1) A person—

    (2) A person—

    (3) A person—

Workers, employed persons, self-employed persons and their family members
     6. —(1) A person who—

    (2) Paragraph (b) of sub-paragraph (1) does not apply where the person applying for support falls within paragraph (a)(iv), (v) or (vi) of sub-paragraph (1).

     7. A person who—

Persons who are settled in the United Kingdom and have exercised a right of residence elsewhere
     8. —(1) A person who—

    (2) For the purposes of this paragraph, a person has exercised a right of residence if he or she is a United Kingdom national, a family member of a United Kingdom National for the purposes of Article 7 of Directive 2004/38 (or corresponding purposes under the EEA Agreement or Swiss Agreement) or a person who has a right of permanent residence who in each case has exercised a right under Article 7 of Directive 2004/38 or any equivalent right under the EEA Agreement or Swiss Agreement in a state other than the United Kingdom or, in the case of a person who is settled in the United Kingdom and has a right of permanent residence, if he or she goes to the state within the territory comprising the EEA and Switzerland of which he or she is a national or of which the person in relation to whom he or she is a family member is a national.

EC nationals
     9. —(1) A person who —

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

    (3) Where a state accedes to the European Community after the first day of the first academic year of the course and a person is a national of that state or the family member of a national of that state, the requirement in paragraph (a) of sub-paragraph (1) to be an EC national on the first day of the first academic year of the course is treated as being satisfied.

     10. —(1) A person who—

    (2) Where a state accedes to the European Community 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 EC national other than a United Kingdom national on the first day of the first academic year of the course is treated as being satisfied.

Children of Swiss nationals
     11. A person who—

Children of Turkish workers
     12. A person who—



EXPLANATORY NOTE

(This note is not part of the Regulations)


These Regulations provide for financial assistance to young people to enable them to undertake education after they have reached compulsory school leaving age. An education maintenance allowance of up to £30 per week is available to eligible persons who undertake eligible courses. In addition, bonus payments of £100 are made up to three times a year if an eligible person meets the objectives of his or her course and the conditions set out in these Regulations.

These Regulations come into force on 31 August 2007.

The Welsh Assembly Government has prepared detailed guidance on the operation of the Regulations. Copies can be obtained from the Welsh Assembly Government, Student Finance Division, Crown Buildings, Cathays Park, Cardiff, CF10 3NQ. Copies can also be found on the Welsh Assembly Government website;
www.wales.gov.uk.


Notes:

[1] The functions of the National Assembly for Wales were transferred to the Welsh Ministers by virtue of paragraphs 30 (1) and 30(2)(d) of Schedule 11 of the Government of Wales Act 2006 (c.32).back

[2] c.32.back

[3] S.I. 2002/2006.back

[4] OJ L158, 30.04.2004, pp 77-123.back

[5] 1971 c.77; section 33(2A) was inserted by paragraph 7 of Schedule 4 to the British Nationality Act 1981 (c.61).back

[6] Cm. 4904.back

[7] EEA Agreement means the Agreement on the European Economic Area signed at Oporto on 2 May 1992 — Cm 2073, as adjusted by the Protocol signed at Brussels on 17 March 1993, Cm 2183.back

[8] OJ No L257, 19.10.1968, p2 (OJ/SE 1968 (II) p475).back



Cymraeg (Welsh)



ISBN 978 0 11 091611 8


 © Crown copyright 2007

Prepared 12 September 2007


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URL: http://www.bailii.org/wales/legis/num_reg/2007/20072311e.html