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. ESFA Responsibilities SLC Roles & Responsibilities
Responsible for the management of Learning Providers Advanced Learner Loan contracts
Setting Funding and Performance Management Rules
Eligibility of Learning Aims
Determining the maximum amount charged for a Learning Aim
Review and authorisation of Provider Growth requests
SLC Roles & Responsibilities
Learner Application, Assessment and Customer Contact
Payment and Repayment
Provider Relationships
Service Management Framework
Work with Education & Skills Funding Agency and Department for Education
DfE Responsibilities
Ministerial department with overall responsibility for the loans policy
Ensuring that an effective and efficient loans system is delivered on time
Securing overall funding available for the programme, promotional activity, and raising awareness

5. 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 Education & Skills Funding Agency Funding Rules
Monitor and manage your loan position
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
LAFIL
Ensure 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. It is the responsibility of the provider to ascertain if the learner is eligible for 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

8. Eligibility The minimum loan amount a learner can borrow is £300
The maximum loan amount a learner can borrow will be either:
The fee charged by the Learning Provider or,
The maximum amount set for the Learning Aim, whichever is lowest
A Learning Aim must run for a duration of at least two weeks in order to attract funding via an Advanced Learner Loan
An Advanced Learner Loan can be paid up to a maximum period of time depending on the Learning Aim
A programme of A levels (AS or A Levels) – two years for each A Level or AS
An Access to HE Diploma – two years
General and technical qualification at Levels 3, 4, 5 and 6 – maximum period of three years

9. Learners must satisfy certain criteria in order to be eligible for an Advanced Learner Loan:
Study an approved learning aim at an approved Learning Provider in England
Be aged 19 or over on the first day of their learning aim
Not have exceeded the maximum amount of Advanced Learner Loans available
Meet the required residency criteria to be eligible as;
A UK ‘home’ Learner
An EU Learner (Inc EEA Migrant Worker etc)
A RoW Learner (Inc Indefinite Leave, Refugee etc)Learners must be resident in UK on the first day of the learning aim
UK nationals must be resident in UK for 3 years prior to the start of their learning aim
Learners who live in the rest of the UK can apply as long as they study at an approved Learning Provider in England
EU nationals must be resident in EEA for 3 years prior to the start of their learning aim
Rest of the World nationals must demonstrate ‘settled status’ with no limitation or restriction on the length of stay in UK
Learner Eligibility

10. Courses starting from 1 August 2016
Learners can normally apply for up to 4 loans and they can get more than one at the same time
They can apply for another loan to take the same level of a course, for example the same level qualification in History if they’ve already had a loan for the same level in Maths
The student can only apply once for an Access to Higher Education course
Courses starting from 1 August 2016
The learner can apply for up to 4 loans but they can only get one loan at a time. They would have to be over the age of 24 and studying level 3, 4, Access to HE or A Levels
The learner can’t apply for another loan to take the same level of a course, for example the same level qualification in French if they’ve already had a loan for the same level in Italian
Courses starting before 1 August 2016
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:
Learner Category
Eligible Status
UK National (UK)
UK National
Spouse of a UK National
Status Evidenced By
Passport or original Birth Certificate with ADIF (applicant declaration of identity form) Form
Passport or original Birth Certificate with ADIF Form and Marriage Certificate

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’
UK Passport Form
Birth Certificate/Adoption Form (ADIF)
Evidence Return Form
Loan Request Form (Change Amount)

13. Using UKPRN LAFIL to Payment LAFIL Payment Note CRN
SLC Receives Application Form
Check Provider
Check Learning Aim
LAFIL
Residency and Accompanying Evidence is Verified
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
Payment
Note CRN

14. Frequent difficulties with
Application Overview
Frequent difficulties with
ALL applications
No LAFIL obtained from Learning Provider
UK, EU, RoW Nationals – additional evidence required
ADIF form completion/submission errors
Gaps in residence history (paper apps)
Previous ALL study/exhausted loan allocation
See our ‘walkthrough’ for example of how to complete an online application
Timescales of auto cancellation
Days
Data entry application not submitted 30
Eligibility incomplete 45
Missing evidence
Awaiting signature

15. Advanced Learner Loans
and Repayment

16. ALL Repayment – Key Facts Repayment
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
Students won’t make repayments until their future income is over £25,000 a year (gross) or the weekly (£480) or monthly (£2,083) equivalent
*The repayment threshold for Plan 2 customers (loans taken out from 1 September 2012) has increased to £25,725 effective from 6 April You can find further information here.

17. ALL Repayment – Key Facts Repayment
Deductions will be made directly from salary, through the HMRC tax system for those who are employed
If the learner’s income falls to £25,000 or below repayments will stop
Learners can choose to make voluntary repayments at any stage
Interest is charged from the day the first payment is made to the learning provider until the balance is paid in full
Any outstanding loan balance is written off 30 years after entering repayment
SLC will write off the outstanding balance for an Access to HE Diploma ALL once a l earner successfully completes a subsequent HE course
Students won’t make repayments until their future income is over £25,000 a year (gross) or the weekly (£480) or monthly (£2,083) equivalent

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. i ALL Repayment Income each year before tax 9% will be deducted from
Monthly Repayment (Approx)
£25,000 £0
£27,000
£2,000
£15
£30,000
£5,000
£37
£35,000
£10,000
£75
£40,000
£15,000
£112
The repayment threshold for post-2012 (Plan 2) loans is set to rise to £25,725 from 6th April 2019 to 5th April 2020 i
As confirmed by the DfE on 20 August 2018

20. i Interest rate is: Set at RPI Only ALL Interest
Interest levels applied will depend on a learner’s income and circumstances:
During study until
entering repayment
Interest Rate:
Retail Price Index +3%
Interest rate is:
Set at RPI Only
Income:
Under £25,000
Interest Rate:
RPI Only
Income:
£25,000 to £45,000
Interest Rate:
RPI + up to 3%
Income:
Over £45,000
Interest Rate:
RPI +3%
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) i
With effect from 1 September 2018 – 31 August 2019

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 
Students won’t make repayments until their future income is over £25,000 a year (gross) or the weekly (£480) or monthly (£2,083) equivalent

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' Website to easily embed on
your own website, directing learners straight to SLC information

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

24. SLC Service Standards

25. Service Standards Process Submission Accuracy Time to Complete
Adding Unique Learning Numbers
99%
ULNs to be entered within 6 weeks of the learning aim start date. Where an application is received more than 4 weeks after the learning aim start date, the ULN must be entered within 2 weeks of the application received date
Check information (e.g. Fee Charged, Learning Aim, Start Date etc) and make any necessary changes
100% accuracy for approved applications before initial and subsequent attendance confirmations
No timescale proposed. It is a condition of Attendance Confirmation that details are correct
Initial Attendance Confirmation
Attendance confirmation to be entered within 6 weeks of the learning aim start date if the application is approved. Where an application is approved more than 4 weeks after the learning aim start date, the attendance confirmation must be provided within 2 weeks of the approval date
Subsequent Attendance Confirmations
85% of learner attendance confirmations to be provided by payment drawdown date AND
99% of learner attendance confirmations to be provided within 60 days of payment drawdown date
Suspensions
60% of suspension COCs submitted within 60 days of notification AND
B. 99% of suspension COCs submitted within 90 days of notification
Withdrawals
60% of withdrawal COCs submitted within 60 days of notification AND
B. 99% of withdrawal COCs submitted within 90 days of notification

26. Comfort Break
Introduction
Who I am

27. Learning Provider Portal Functionality

28. Portal Functionality Portal Functionality
Add, maintain and amend contacts
Varying levels of role access available
LP Details
Learner/Learning aim information
Submit ULNs and additional references
Learner Details
Submit Pre and Post Liability COCs
View submitted and processed COCs
Changes of Circumstances
Apply initial and subsequent attendance confirmations individually
Attendance Confirmations
Loan Facility Position and Remittance reporting
Learner details, assessment and payment
Reporting Functions

29. LP Details
Exercise

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
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

51. Viewing CoCs
LP CoC Advisors and Administrators are able to search previously submitted CoCs

52. Viewing CoCs You can enter criteria appropriate to your search –
you can then either view the
results on screen or choose to
export
Select the appropriate radio
button to assign a contact
against the CoC submission –
this will be visible within the
assessment history

53. CoC Submission Report The report can detail the
number of CoCs raised for each
category, the total number
raised and the percentage that
each category represents of the
total raised

54. CoC Submission Report
The results will
appear as a pop up
on screen

55. Lunch Break
Introduction
Who I am

56. Attendance Confirmations

57. Confirming Attendance
Initial Attendance Confirmation
Two weeks after the start of the learning aim
Subsequent (Quarterly)
Attendance confirmation points fixed at 1st Aug, 1st Nov, 1st Feb and 1st May
Assumed Attendance
Attendance is assumed on months in between fixed quarters
If attendance is not
confirmed 3 months
after the start date,
application will be
auto cancelled

58. Confirming Attendance Confirming Attendance
Apply confirmations to all learners or individually
Colour coded worklist to highlight where an attendance confirmation has been saved or if more than one confirmation for an individual learner is outstanding

59. Confirming Attendance
Type of confirmation that can be made
Code
Learner is in attendance – approve payment for release
In Attendance
Learner is confirmed as being not in attendance
Not in Attendance #
Learner is not in attendance by virtue of moving their start date to a later date (initial attendance only)
Change Start Date *
# A CoC reminder will automatically be created in the CoC worklist and the user should create the appropriate CoC to either withdraw or suspend the learner
*A CoC reminder will automatically be created in the CoC worklist and the user should create a change of learning aims CoC. The learner then will reappear on the work list at the appropriate time

60. Attendance & Payment
Quarterly Attendance Dates (o=attendance, x=payment)
Learner
August
September
October
November
December
January
February
March
April
May
June
July
Learner (A) Learning Aim Start 1 Aug, End July o xx x ox
Learner (B) Learning Aim Start 20 Aug, End July
Learner (C) Learning Aim Start 1 Sep End July 
Learner (D) Learning Aim Start 30 Sep, End July
oxx
Learner (E) Learning Aim Start 20 Oct, End July  
Fixed Quarters for Attendance Confirmations
Assumed Attendance (initial attendance confirmations may be made in these months
if learners reach their initial liability point)

61. Learners start date 1 August, completing in July
Attendance & Payment
Learners start date 1 August, completing in July
Initial liability point when first attendance can be submitted is 2 weeks after the start date
15th August
Drawdown date for August (the date by which attendance has to be confirmed)
9th August
August and assumed September payments made
3rd Wednesday in September
Attendance in October is assumed and payment made
3rd Wednesday in October
November is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in November
November, December and January payments made
3rd Wednesday in each month
February is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in February
February, March and April payments made
May is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in May
May , June and July payments made

62. Learners start date 20th August, completing in July
Attendance & Payment
Learners start date 20th August, completing in July
Initial liability point when first attendance can be submitted is 2 weeks after the start date
3rd September
September payment made
3rd Wednesday in September
Attendance in October is assumed and payment made
3rd Wednesday in October
November is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in November
November, December and January payments made
3rd Wednesday in each month
February is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in February
February, March and April payments made
May is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in May
May , June and July payments made

63. Learners start date 1st September, completing in July
Attendance & Payment
Learners start date 1st September, completing in July
Initial liability point when first attendance can be submitted is 2 weeks after the start date
15th September
Drawdown date for September (the date by which attendance has to be confirmed)
13th September
September and October payments made
3rd Wednesday in October
November is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in November
November, December and January payments made
3rd Wednesday in each month
February is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in February
February, March and April payments made
May is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in May
May , June and July payments made

64. Learners start date 30th September, completing in July
Attendance & Payment
Learners start date 30th September, completing in July
Initial liability point when first attendance can be submitted is 2 weeks after the start date
14th October
Drawdown date for October (the date by which attendance has to be confirmed)
11th October
November is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in November
October and November payments made
3rd Wednesday in November
December and January payments made
3rd Wednesday in each month
February is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in February
February, March and April payments made
May is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in May
May , June and July payments made

65. Learners start date 20th October, completing in July
Attendance & Payment
Learners start date 20th October, completing in July
Initial liability point when first attendance can be submitted is 2 weeks after the start date
3rd November
Drawdown date for November (the date by which attendance has to be confirmed)
15th November
November is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in November
November, December and January payments made
3rd Wednesday in each month
February is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in February
February, March and April payments made
May is a fixed quarter, attendance is confirmed by the drawdown date
Thursday before the 3rd Wednesday in May
May , June and July payments made

66. Exercise Please review the scenario given and consider the following:
Before confirming attendance what learner information do you check?
When would an initial attendance confirmation be due?
In which months are subsequent attendance confirmations required?
As a Learning Provider when would you expect payments to be made?

67. Change of Circumstances –
Post Liability

68. Change of Circumstances Change of Circumstances
Post-liability - SLC have received a positive attendance confirmation for a learner’s application
The types of changes that can be made to a post-liability application are:
Change of fee charged
Change of loan amount requested (decrease only)
Change of learning aim details
Early Completion
Withdrawal
Suspension / Break in learning
Resumption

69. Post-liability CoC
Post-liability - SLC have received a positive attendance confirmation for a learner’s application
In order to complete a post-liability CoC the application will need to be at one of the following work stages:
Approved
Suspended
Like Pre-liability, a CoC can be actioned through an individual learner account or through the CoC home function

70. CoC Work List
A learner reported as ‘not in attendance’ will then appear on the CoC Worklist
Selecting the learner will allow you to make the appropriate post liability change(s)
The learner will be notified accordingly

71. Post-Liability CoC Post-Liability CoC Early Completion
Learner completes their studies before scheduled learning aim end date
Balance will be paid in next payment run
Applied with other changes?
Applied to multiple learners?
What do SLC capture for the change?
Pre-liability/
post liability or both? Y
Effective Date
Post-liability
Aug
Sept
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
£50
£200 £0
CoC submitted in late Jan to early completion of learning aim

72. Suspensions
Learner takes a break in learning due to personal circumstances e.g. illness, pregnancy, caring responsibilities, financial difficulties or bereavement
A suspension can only occur if a learner is post liability
The Learning Provider should notify SLC as soon as the absence is apparent
Loan payments will then pause until the learner resumes or withdraws
The Provider is responsible for monitoring the learner’s intention to resume or withdraw
Application will be auto-withdrawn if not resumed within12 months
Applied with other changes?
Applied to multiple learners?
What do SLC capture for the change?
Pre-liability/
post liability or both? N
Effective Date
Post-liability
Aug
Sept
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
£50
N/A £0
Example of a learner who suspends in January and resumes in April:

73. CoC submitted in Jan to withdraw from learning aim
Withdrawals
Learner confirms they no longer wish to attend the course, or has not attended for a period of time and is deemed to have withdrawn
Where late notification of withdrawal results in an overpayment, SLC will recover this overpayment from future loan payments
If there are insufficient future loan payments, SLC will request repayment directly
Applied with other changes?
Applied to multiple learners?
What do SLC capture for the change?
Pre-liability/
post liability or both? Y N
Effective Date
Post-liability
CoC submitted in Jan to withdraw from learning aim
Aug
Sept
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
£50 £0
Point 1:Learner is transferring to another Learning Aim out with policy or is transferring to another Learning Provider (post liability)
Point 2: Provider has discretion to reduce loan amount to less than total already paid
Point 3: Any overpaid amount will be recovered during next payment run

74. Auto cancellations & Withdrawals
Time Scales of Auto Cancellation / Withdrawals
Days
Approved with no attendance confirmation (initial) 90
Approved with missing ULN
Approved with no attendance confirmation (subsequent)
365
Suspended applications
Post liability learners that have outstanding attendance confirmations for either a year, or have passed the completion date of their course will automatically be withdrawn. The withdrawal date used will be the last date a positive attendance was confirmed, this could be either an actual or assumed attendance.

75. Best Practice
Timely submission of portal admin tasks
Make full use of the financial reporting functionality
Regularly check the CoC worklist
Check details are correct before confirming attendance
Best Practice
For information on how to rectify changes that may have been made in error please consult our User Guide for further information:
Confirm that all Learning Aim Dates (both start and end) LA code, fees etc are correct before confirming attendance. Be aware that end dates cannot be changed after the aim end date even if there is a discrepancy with your ILR
Learning Providers can only complete a COC to decrease the amount of loan, not an increase. Ensure that this information is correct before proceeding
Notify SLC of a suspension / withdrawal as soon as it is apparent to ensure service standards are being met and to minimise the recovery of any overpayments

76. Comfort Break
Introduction
Who I am

77. Financial Reporting

78. Overview Five financial reports available via the LP Portal
‘Learner Search’ screen
Payment Schedule and Attendance Report
‘Financials Home’ tab
Remittance Report
Loan Facility Details
Loan Position Report
Payment Instalment Report

79. Payment Schedule & Attendance Background
Following approval, the full list of scheduled payments will be
displayed in the Detailed Learner Information screen, along with
the attendance confirmation status:
Circle 1 – Initial liability point i.e learning aim start date plus two weeks
Circle 2 – Payments profiled over the duration of the learning aim and slit equally (last month may be slightly different)
Circle 3 – Scheduled payment date – payment always made on the third Wednesday of each month following confirmation of attendance
Circle 4 – Full audit history of who submitted the attendance status and when
Payments will be scheduled also if at AAS
Ask if anyone doesn't know how to navigate

80. Payment Schedule & Attendance Background
Payment Schedule and Attendance Report can also be exported for
learners with payments scheduled:
Approved
Approved Awaiting Signature
Suspended
Withdrawn
Use the A/Y drop down to select the current year (17/18) and export the results. You can then filter the report as necessary.
LP SERVICES HAVE REPORTED THAT SOME LPs ARE UNAWARE THAT THEY NEED TO SCROLL DOWN THE SCREEN IN ORDER TO NAME THE FILE BEFORE EXPORTING.

81. Loan Facility Details Background
This provides live information on your loans position for the current academic year:
The screen is displayed with a ‘read only’ set of results which are correct as at close of business the previous night. An overnight batch runs daily which updates the results accordingly.
Defaults to the current AY

82. Loan Facility Percentage Used
Loan Facility – Warning Messages
Background
Loan Facility Percentage Used
Message on LP Portal
Generated
Restriction Applied
80%  ×
90%
100%
All current approved applications will be paid despite the
restriction as this only impacts new applications
Important to note that applications received prior to the restriction date (i.e. applications sitting at Missing Evidence, Eligibility incomplete and Auto –
Cancelled) may still be approved which will then mean your allocation used figure could go above the 100%.
Applications that have been submitted after the restriction is in place will be made ineligible. As and when a restriction is lifted we will not automatically re-
assess these applications and learners will need to submit a fresh application.

83. Loan Facility – Growth requests
You can request a change to an existing loans agreement at the performance management points in the funding year. Please refer to the Advanced Learner Loans Funding and Performance Management Rules 2018 t Annex 3 Table 1
The dates when requests can be made are:
Between 14 Sept 2018 to 28 Sept 2018
Between 15 February 2019 to 1 March 2019
You will have an additional opportunity to request a change to your career learning pilot only
Between 10 December 2018 to 7 January 2019

84. Payment Instalment Report
The ‘Paid’ section is populated once the payment run commences (close of business on the Thursday before the Wednesday payment is scheduled) and not on the actual payment date
Background
Payment Instalment Report
These learners may not be on your Attendance Work List e.g. prior to initial liability point or on CoC work list
This section details the applications which are either 'Missing Evidence' or 'Missing Information'
Run through the three sections of the report paying particular attention to the three highlighted sections of the screen

85. Summary of New Financial Reports
Background
Summary of New Financial Reports
Due to their different functions, the Payment Instalment Report (PIR)
total will not always match the Loan Facility Details (LFD) screen:
PIR could include payments from previous academic years that are not included in the
LFD screen
PIR only includes suspended applications' instalments up to the point of the
suspension date - LFD screen captures all of the suspended applications' payment
instalments
When a payment is made, the PIR will move it to the column for that payment period,
whether or not that is different to the original scheduled date
Important to understand that reports have different functions so may not ‘match’ for various reasons as above.

86. Remittance Report Background
The Remittance Report outlines payments that have been paid, are
in progress, or have been recovered. The report can either be
viewed on screen or exported:
The Remittance Report allows users with Financials Administrator access to view and export Remittance Reports.
February enhancement – can now view positive and negative payments in the separate columns to provide greater visibility/transparency as to how the payments are made up.
Details can then be viewed on screen or exported from which providers can drill down to the detailed level and identify which learner(s) the negative payments relate to.

87. Financial Reporting Thursday prior to the payment date
Payment will be made if attendance is confirmed by the close of business on the draw down date
Drawdown Date
Always the third Wednesday of the month
No interim or catch up payments throughout the month
Payment Date
Payment Instalment Report and Remittance Report available to view and export the Friday after the draw
Financial Reports

88. Payments Timely payments are facilitated by:
Adding ULN to the learner data in advance of initial attendance confirmation date
Checking the learner has a valid National Insurance Number (NINO) and help encourage the learner to provide this where missing
Confirming attendance in a timely manner
Confirming attendance accurately to prevent claw backs

89. Service Standards Process Submission Accuracy Time to Complete
Adding Unique Learning Numbers
99%
ULNs to be entered within 6 weeks of the learning aim start date. Where an application is received more than 4 weeks after the learning aim start date, the ULN must be entered within 2 weeks of the application received date
Check information (e.g. Fee Charged, Learning Aim, Start Date etc) and make any necessary changes
100% accuracy for approved applications before initial and subsequent attendance confirmations
No timescale proposed. It is a condition of Attendance Confirmation that details are correct
Initial Attendance Confirmation
Attendance confirmation to be entered within 6 weeks of the learning aim start date if the application is approved. Where an application is approved more than 4 weeks after the learning aim start date, the attendance confirmation must be provided within 2 weeks of the approval date
Subsequent Attendance Confirmations
85% of learner attendance confirmations to be provided by payment drawdown date AND
99% of learner attendance confirmations to be provided within 60 days of payment drawdown date
Suspensions
60% of suspension COCs submitted within 60 days of notification AND
B. 99% of suspension COCs submitted within 90 days of notification
Withdrawals
60% of withdrawal COCs submitted within 60 days of notification AND
B. 99% of withdrawal COCs submitted within 90 days of notification

90. Question and Answer

91. Question and Answer TRUE!
A provider can increase the course fee charged when the learner is post liability
TRUE!
Increasing the fee will automatically trigger the issue of a loan
request form to the learner so they can choose to increase
their loan in line with the revised fee
Decreasing the course fee will automatically decrease loan
amount requested without the need for a CoC

92. Question and Answer FALSE!
April is a fixed attendance confirmation point
FALSE!
The months in the year where SLC need quarterly
attendance confirmations are February, May, August
and November
Learners will automatically populate the attendance
confirmation work list on the first of each fixed attendance
point

93. Question and Answer TRUE!
SLC will seek to claw back overpayments from the total payment
due rather than from a learner’s account
TRUE!
SLC will offset this overpayment against the next payment
made to the provider
Therefore the provider will receive their monthly payment
minus any overpayment

94. Support and Contact Information

95. Role of Account Manager
Account Management
Performance & Monitoring
Guidance, Best Practice
FE Engagement Programme
Escalation Point
Policy and Process
Advice and training on the LP Portal
Role of Account Manager
To manage the relationship and service interactions between SLC and Learning Providers
Tailored visits
Implementation plans for policy and process changes
Performance and compliance monitoring

96. Engagement Seminars Forums Provider Visits Engagement
Large events with multiple workshops delivering information to both new and existing providers
Forums
Delivered annually, key regional engagement with delegates
Opportunities to share best practice and network with other providers
Provider Visits
Tailored ongoing business to business support
Monitoring and Compliance
Specific guidance on Provider Enquiries

97. Resources and Support
There are guidance factsheets, user guides and support available to you on our LP Services website:

98. Resources & Support Resources and Support
Learner facing Information and Guidance:
Partners Support Desk: /
Learner Help Line:
ESFA Funding & Performance Management Rules 2018/19:

99. Partner Services