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Students Awards Regulations (Northern Ireland) 1997

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Regulations 13(1)(a), 13(3), 15(2) and 17(1)(b)

SCHEDULE 7Maintenance requirements

Part IOrdinary maintenance

1.—(1) The requirements of the student referred to in regulation 13(1)(a) shall include his requirement for ordinary maintenance during—

(a)any period while he is attending the course; and

(b)the Christmas and Easter vacations;

and the amount of such requirement (“ordinary maintenance requirement”) shall be determined in accordance with this Part.

(2) Where a student’s ordinary maintenance requirements are different in respect of different parts of a year, his ordinary maintenance requirement for that year shall be the aggregate of the proportionate parts of those differing requirements.

2.—(1) This paragraph shall apply in the case of—

(a)any student who does not reside at his parents' home; and

(b)any student residing at his parents' home whose parents by reason of age, incapacity or otherwise cannot reasonably be expected to support him and in respect of whom the board is satisfied that in all the circumstances the ordinary maintenance requirement specified in this paragraph would be appropriate.

(2) In the case of such a student the ordinary maintenance requirement shall be £1,755 except that—

(a)where he is attending a course at the University of London or at an institution within the area comprising the City of London and the metropolitan police district, it shall be £2,160; and

(b)where he is attending, for at least eight weeks and as a necessary part of his course, an overseas institution, it shall (notwithstanding anything in paragraph (a)) be—

  • £3,310 if that country is a highest-cost country;

  • £2,780 if that country is a higher-cost country;

  • £2,255 if that country is a high-cost country; and

  • £1,755 in any other case.

3.  In the case of any other student the ordinary maintenance requirement shall be £1,435.

Part IISupplementary maintenance, etc.

4.  The requirements referred to in regulation 13(1)(a) shall include the student’s requirements—

(a)for supplementary maintenance in the cases and for the periods mentioned in paragraphs 5 and 6; and

(b)in respect of such expenditure as is mentioned in paragraphs 7 to 10;

and the amount of any such requirement (“supplementary requirement”) shall be determined in accordance with this Part.

5.—(1) This paragraph shall apply in the case of a student who having, in any academic year, attended his course—

(a)in the case of a course provided at the University of Oxford or the University of Cambridge, for a period of 25 weeks 3 days; or

(b)in the case of any other course, for a period of 30 weeks 3 days,

in that year attends a course so provided for a further period (“the excess period”).

(2) In respect of each week and any part of a week comprised in the excess period the supplementary requirement shall be—

(a)in the case of a student residing at his parents' home £41·90;

(b)in the case of any other student, £59·80 except that—

(i)where he is attending a course at the University of London or at an institution within the area comprising the City of London and the metropolitan police district, it shall be £79·80;

(ii)where he is attending, for at least eight weeks and as a necessary part of his course, an overseas institution, it shall (notwithstanding anything in sub-paragraph (i)) be—

  • £111·70 if that country is a highest-cost country;

  • £94·65 if that country is a higher-cost country;

  • £77·50 if that country is a high-cost country; and

  • £60·35 in any other case.

6.—(1) This paragraph shall apply in the case of a student who attends at his course for a period of not less than 45 weeks in any continuous period of 52 weeks.

(2) In respect of each aggregate period of a complete week for which he does not attend his course in the period of 52 weeks in question, the student’s supplementary requirement shall be determined in accordance with paragraph 5(2).

7.—(1) This paragraph shall apply in the case of a student who is obliged to incur expenditure—

(a)within the United Kingdom for the purpose of attending the institution;

(b)within or outside the United Kingdom for the purpose of attending, as part of his course, any period of study at an overseas institution.

(2) The reference in sub-paragraph (1)(a) to the student attending the institution shall be construed—

(a)in the case of any institution which is a constituent college, hall or school (including medical school) of a university or is a university with such constituent institutions, as including a reference to his attending, in connection with his course, any constituent institution of the university; and

(b)in the case of a student attending a course in medicine, dentistry or nursing, a necessary part of which is a period of study by way of clinical training, as including a reference to his attending, in connection with his course but otherwise than for the purposes of residential study away from the institution, any hospital or other premises not comprised therein at which facilities for clinical training are provided.

(3) For the purposes of sub-paragraph (5)—

(a)a student’s total travel expenditure is the aggregate amount of expenditure he is obliged to incur for any purpose specified in sub-paragraph (1);

(b)a student’s special expenditure is the aggregate amount of expenditure he is obliged to incur for the purposes specified in sub-paragraph (1)(b), for the purpose of such attendance as is referred to in sub-paragraph (2)(b), and, in the case of a disabled student, for any other purpose specified in sub-paragraph (1) if it is expenditure which the board is satisfied the student would not have incurred but for his disability:

Provided that, where a period of study outside the United Kingdom (whether or not at an overseas institution) is not a necessary part of the student’s course, so much of his expenditure for the purpose of attending that period of study as—

(i)was incurred outside the United Kingdom; or

(ii)was incurred within the United Kingdom but is in respect of a journey between a port or airport within and a place outside the United Kingdom, or is in respect of a benefit to be enjoyed outside the United Kingdom,

shall not be treated as part of the student’s total travel expenditure or special expenditure.

(4) For the same purposes as aforesaid, the following amounts shall be disregarded in respect of travel costs—

(a)the first £161 of any requirement under paragraph 2;

(b)the first £249 of any requirement under paragraph 3;

(c)the first £8·30 of any requirement under paragraph 5(2)(a);

(d)the first £5·30 of any requirement under paragraph 5(2)(b):

Provided that—

(i)where regulation 16(2) applies, the amount to be disregarded shall be £115; and

(ii)where a student’s requirements under paragraph 2 or 3 relates to only part of the year, the amount to be disregarded shall be an equivalent part of £161 or £249 as the case may be.

(5) The student’s supplementary requirement in respect of such expenditure as is referred to in sub-paragraph (1) shall comprise either—

(a)his special expenditure; or

(b)the amount by which his total travel expenditure exceeds the amounts specified in sub-paragraph (4),

whichever is the less.

(6) For the purposes of this paragraph a reference to expenditure incurred for the purpose of attending an institution, establishment or period of study includes expenditure incurred both before and after so attending.

8.—(1) This paragraph shall apply in the case of a student whose home is for the time being outside the United Kingdom and who incurs expenditure travelling between his home and the institution at the beginning and end of each period of attendance.

(2) In determining the supplementary requirement of such a student under paragraph 7, the board shall treat such amount of the said expenditure as it considers appropriate (having regard to the extent of that requirement apart from this paragraph), not exceeding the amount the student was obliged to incur, as if it were part of the student’s total travel expenditure.

9.—(1) This paragraph shall apply in the case of a student who reasonably incurs any expenditure in insuring against liability for the cost of medical treatment provided outside the United Kingdom for any illness or bodily injury contracted or suffered during a period of study outside the United Kingdom.

(2) The student’s supplementary requirement in respect of such expenditure shall be the amount reasonably incurred.

10.—(1) This paragraph shall apply in the case of a disabled student were the board is satisfied that, by reason of his disability, he is obliged to incur additional expenditure in respect of his attendance at the course, other than expenditure for a purpose specified in paragraph 7(1).

(2) The student’s supplementary requirement in respect of a non-medical personal helper shall be such amount as the board considers appropriate not exceeding £5,100.

(3) The student’s supplementary requirement in respect of major items of specialised equipment shall be such amount as the board considers appropriate not exceeding £3,840 in total for the duration of his course.

(4) The student’s supplementary requirement in respect of any other additional expenditure including expenditure incurred for the purposes specified in sub-paragraphs (2) and (3) which exceeds the maxima specified therein shall be such amount as the board considers appropriate not exceeding £1,275.

Part IIIMaintenance of dependants

11.—(1) The requirements referred to in regulation 13(1)(a) shall include the student’s requirements for the maintenance of dependants during the year and the amount of any such requirement (“dependants' requirement”) shall be determined in accordance with this Part.

(2) Where a student’s requirements for the maintenance of dependants are different in respect of different parts of a year, his dependants' requirement for that year shall be the aggregate of the proportionate parts of those differing requirements.

12.—(1) In this Part—

“adult dependant” means, in relation to a student, an adult person dependent on the student not being his child, his spouse or a person living with him as his spouse or his former spouse, subject however to sub-paragraphs (2) and (3);

“child”, in relation to a student, includes a person adopted in pursuance of adoption proceedings, a step-child and any child for whom the student has parental responsibility and who is dependent on him;

“dependant” means, in relation to a student, his dependent child, his spouse or an adult dependant, subject however to sub-paragraphs (2) and (3);

“income” means, income for the year from all sources (reduced by income tax and social security contributions) but disregarding child benefit, any attendance allowance under sections 64 to 67(1), severe disablement allowance under section 68(2) or disability living allowance under sections 71 to 76 of the Social Security Contributions and Benefits (Northern Ireland) Act 1992, or any mobility supplement or constant attendance allowance provided for in an order made under section 12(1) of the Social Security (Miscellaneous Provisions) Act 1977(3) and in the case of a student’s spouse, less—

(a)

where the spouse holds an award in respect of a course of teacher training specified in paragraph (c) in the definition of “course of initial teacher training” in regulation 3(1), being a part-time course or a course which is partly full-time and partly part-time, the payments in respect of maintenance made to the spouse in pursuance of regulation 12(1)(b) or so much of those payments as relates to the part-time part of the course;

(b)

where the spouse or the student makes any payment which was previously made by the student in pursuance of an obligation incurred before the first year of his course—

(i)

if, in the opinion of the board, the obligation had been reasonably so incurred, an amount equal to the payment in question;

(ii)

if, in its opinion, only a lesser obligation could have been reasonably so incurred, such correspondingly lesser amount (if any) as appears to it appropriate;

(c)

any allowance payable to the spouse by an adoption agency in accordance with regulations made pursuant to Article 59A of the Adoption (Northern Ireland) Order 1987(4);

(d)

any guardian’s allowance to which the spouse is entitled under section 77 of the Social Security Contributions and Benefits (Northern Ireland) Act 1992;

(e)

where a child in the care of a Health and Social Services Board or a Health and Social Services Trust(5) is boarded out with the spouse, any payment made to the spouse in pursuance of Article 27 of the Children (Northern Ireland) Order 1995(6); and

(f)

any payments made to the spouse pursuant to an order made under Article 15 of and Schedule 1 to the Children (Northern Ireland) Order 1995 in respect of a person who is not the spouse’s child;

“relevant award” means a statutory award in respect of a person’s attendance at—

(a)

a full-time course of higher education or a comparable course outside Northern Ireland;

(b)

a course of teacher training specified in paragraph (b) in the definition of “course of initial teacher training” in regulation 3(1);

(c)

the full-time part of a course of teacher training specified in paragraph (c) in the definition of “course of initial teacher training” which is partly full-time and partly part-time;

“spouse”, except in the definition of adult dependant, shall not include a student’s spouse if they have ceased ordinarily to live together whether or not an order for their separation has been made by any court.

(2) A person, including the student’s spouse, shall not be treated as a dependant of the student during any period for which that person—

(a)holds a relevant award; or

(b)(save for the purposes of paragraph 15) is ordinarily living outside the United Kingdom.

(3) A person shall not be treated as a student’s adult dependant or as his dependant child—

(a)in the case of a person other than a child of the student, if his income exceeds by £860 or more the sum specified in paragraph 13(4)(a);

(b)in the case of a child of a student who either has a spouse who is, or but for sub-paragraph (2) would be, his dependant or has an adult dependant, if the child’s income exceeds by £860 or more the sum specified in paragraph 13(4)(b) and applicable to his age;

(c)in the case of a child of a student not falling within head (b), unless either—

(i)the child is the only or eldest child dependent on the student whose income exceeds by £860 or more the sum specified in paragraph 13(4)(a); or

(ii)the child’s income exceeds by £860 or more the sum specified in paragraph 13(4)(b) and applicable to his age.

13.—(1) This paragraph shall apply in the case of all students with dependants.

(2) Subject to paragraphs 14 and 15, the dependants requirement of the student shall be—

(a)if the student’s spouse holds a statutory award and in calculating payments under it account is taken of the spouse’s dependants' requirement, one half of the amount determined in accordance with sub-paragraphs (3) and (4);

(b)in any other case, the whole of the amount so determined.

(3) The amount referred to in sub-paragraph (2) shall be the amount which is

X – (Y – Z) where—

(a)X is the aggregate of the relevant sums specified in sub-paragraph (4);

(b)Y is the aggregate of the income of the student’s dependants;

(c)Z is so much of the sum ascertained by multiplying £860 by the number of his dependants as does not exceed Y.

(4) The relevant sums referred to in sub-paragraph (3) are—

(a)except where the student has a spouse who is the holder of a relevant award, £1,965;

(b)in respect of each dependent child—

(i)under the age of 11 years immediately before the beginning of the academic year, or born during that year, £415;

(ii)then aged 11 years or over, but under 16, £825;

(iii)then aged 16 years or over but under 18, £1,085;

(iv)then aged 18 years or over, £1,575,

except that the only or eldest dependent child shall be disregarded for the purposes hereof if the student has neither an adult dependant nor a spouse who is, or but for paragraph 12(2) would be, a dependant.

14.—(1) This paragraph shall apply in the case of a student with dependants who maintains a home for himself and a dependant at a place other than that at which he resides while attending the course.

(2) The student’s dependants requirement (determined in accordance with paragraph 13(2)(a) or (b)) shall be increased by £680.

15.—(1) This paragraph shall apply in the case of a student who maintains a dependant outside the United Kingdom.

(2) Notwithstanding anything in the foregoing paragraphs of this Part, the student’s dependants requirement shall be such amount, if any, as the board considers reasonable in all the circumstances, not exceeding the amount determined in accordance with those paragraphs.

Part IVOlder students

16.  This Part shall apply in the case of a student who attained the age of 26 years before the first year of the course in respect of which his award was originally made and who—

(a)started the course before 1st September 1996 and in the three years immediately preceding the first year of the course earned or received by way of such unemployment benefit, or income support as is chargeable to income tax under section 617 or 151 respectively of the Income and Corporation Taxes Act 1988(7) sums totalling at least £12,000; or

(b)started the course before 1st September 1996, held an award in respect of his attendance at a previous course and had earned or received such sums as are mentioned at sub-paragraph (a) in the three years immediately preceding the first year of that previous course; or

(c)started the course on or after 1st September 1996, immediately before starting that course (disregarding any intervening vacation) attended a full-time course of further or higher education which he had started before 1st September 1996 and had earned or received such sums as are mentioned at sub-paragraph (a) in the three years immediately preceding the first year of that previous course.

17.  In relation to a student to whom this Part applies, the requirements referred to in regulation 13(1)(a) shall, in addition to the ordinary maintenance requirement, include where at the beginning of the first year of his course—

(a)he was aged 26 years, the sum of £330;

(b)he was so aged 27 years, the sum of £580;

(c)he was so aged 28 years, the sum of £860;

(d)he was so aged 29 or more years, the sum of £1,130.

Part VInterpretation of Parts I to IV

18.  In this Schedule—

(a)a reference to the home of the student’s parents shall be construed, in the case of a student whose spouse attends a full-time course at any institution, as including a reference to the home of the parents of the student’s spouse; and

(b)a reference to a requirement, expenditure or attendance in respect of which no period of time is specified shall be construed as a reference to a requirement, expenditure or attendance for the year.

19.—(1) For the purposes of this Schedule, attendance at an institution or the undertaking of a period of study is a necessary part of a student’s course only where the board is satisfied that if the student did not attend the institution or undertake the period of study, he would not be eligible to complete his course and, for the purpose of being so satisfied, the board may require the matter to be evidenced by a certificate given by the academic authority.

(2) For the purposes of this paragraph, “institution” includes an “overseas institution”.

(1)

Section 64 was modified by paragraph 19 of Schedule 3 to the Social Security (Consequential Provisions) (Northern Ireland) Act 1992 (c. 9)

(2)

Section 68 was amended by Article 11 of, and paragraph 18 of Schedule 1, and Schedule 2 to the Social Security (Incapacity for Work) (Northern Ireland) Order 1994 (S.I. 1994/1898 (N.I. 12)) and S.R. 1994 No. 370

(3)

1977 c. 5. The relevant order currently in force is the Naval, Military and Air Forces, etc. (Disablement and Death) Service Pensions Order 1983 (S.I. 1983/883 amended by S.I. 1983/1116 and 1521, 1984/1154 and 1687, 1985/1201, 1986/592, 1987/165, 1988/248 and 2248, 1989/156, 1990/250 and 1308, 1991/766, 1992/710 and 3208, 1993/598, 1994/772 and 1906, 1995/766 and 1996/732 and 1638)

(4)

S.I. 1987/2203 (N.I. 22); Article 59A was inserted by paragraph 164 of Schedule 9 to the Children (Northern Ireland) Order 1995 (S.I. 1995/755 (N.I. 22)); the relevant Regulations are S.R. 1996/438

(5)

Health and Social Services Trust (HSST) means an HSS trust established under Article 10 of the Health and Personal Social Services (Northern Ireland) Order 1991 (S.I. 1991/194 (N.I. 1)) by which functions are exercisable by virture of an authorisation for the time being in operation under Article 3(1) of the Health and Personal Social Services (Northern Ireland) Order 1994 (S.I. 1994/429 (N.I. 2))

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