SCHEDULE 5FINANCIAL ASSESSMENT

Calculation of contribution – new system eligible students9

1

Where the eligible student is a new system eligible student who is not a new cohort student, the contribution payable is—

a

in any case where the household income exceeds £39,778, £1 for every £8.97 by which the household income exceeds £39,778; and

b

in any case where the household income is £39,778 or less, nil.

2

Where the eligible student is a new system eligible student who is a 2010 cohort student or a 2012 cohort student, the contribution payable is—

a

in any case where the household income exceeds £50,753, £1 for every £5 by which the household income exceeds £50,753; and

b

in any case where the household income is £50,753 or less, nil.

3

Where the eligible student is a new system eligible student who is a 2011 cohort student, the contribution payable is—

a

in any case where the household income exceeds £50,448, £1 for every £5 by which the household income exceeds £50,448; and

b

in any case where the household income is £50,448 or less, nil.

4

The contribution must not in any case exceed £6,208.

5

The contribution may be adjusted in accordance with paragraph 10.

6

Where sub-paragraph (7) applies, the aggregate contributions must not exceed £6,208.

7

This sub-paragraph applies where—

a

a contribution is payable in relation to two or more eligible students (other than old system eligible students) in respect of the same income under paragraph 5 or, where the relevant parent’s partner’s residual income is taken into account, under paragraphs 5 and 7; or

b

the household income consists of the residual income of an independent eligible student and the independent eligible student’s partner where both hold a statutory award.