OpenLegislation

Paragraph 1 Calculation of student’s income

Original text. Later amendments are not shown.

(1)

In calculating the student’s income for the purposes of Regulation 18(1)(b) there shall be taken into account his income (reduced by income tax and social security contributions) from all sources, but there shall be disregarded the following resources–

(a)

the first £675 of any income other than income of a kind mentioned in sub-paragraphs (b) to (u) and other than any sum treated as income under sub-paragraph (3);

(b)

the first £3,295 of any income by way of–

(i)

scholarship, studentship, exhibition or award of a similar description bestowed on the student in respect of the course (in pursuance of a sponsorship scheme or otherwise) not being an award bestowed in pursuance of section 1 of the Education Act 1962; and

(ii)

in the case of a student released by his employer to attend the course, any payments made by that employer;

(c)

in the case of a student for whose benefit any income is applied or any payments are required to be applied as described in paragraph 5(5)–

(i)

the whole of that income or those payments if a parental contribution ascertained in accordance with Part II or a spouse’s contribution ascertained in accordance with Part III is applicable (at whatever amount including nil that contribution is ascertained to be), or

(ii)

the first £1,545 of that income or those payments if such a contribution would be applicable but for the fact that the student has no parent living or is such a student as is described in paragraph 3(b), (c), (d), (e) or (f).

(d)

any disability pension not subject to income tax;

(e)

any bounty received as a reservist with the armed forces;

(f)

remuneration for work done during any year of the student’s course;

(g)

in the case of a student in whose case a parental contribution is by virtue of Part II of this Schedule applicable (at whatever amount including nil that contribution is ascertained to be) any payment which is made under covenant by a parent by reference to whose income that contribution falls to be ascertained;

(h)

any payment made for a specific educational purpose otherwise than to meet such fees and such requirements for maintenance as are specified in Schedules 1 and 2;

(i)

child benefit;

(j)

any benefit under the Supplementary Benefits Act 1976f1 , any income support under Part II of the Social Security Act 1986f2 and any transitional addition, personal expenses addition or special transitional addition payable under Part II of the Income Support (Transitional) Regulations 1987f3 ;

(k)

any attendance allowance, mobility allowance or disability living allowance under section 35, 37A or 37ZA of the Social Security Act 1975f4 , or any mobility supplement provided for in an order made under section 12(1) of the Social Security (Miscellaneous Provisions) Act 1977f5 ;

(l)

any rate or rent rebate or rent allowance granted to him in pursuance of a statutory or local scheme under Part II of the Social Security and Housing Benefits Act 1982f6 or any Housing Benefit or Community Charge Benefit granted to him in pursuance of a statutory or local scheme under Part II of the Social Security Act 1986f7 ;

(m)

any allowance payable to him by an adoption agency in pursuance of a scheme approved by the Secretary of State under section 57(4) of the Adoption Act 1976f8 ;

(n)

any guardian’s allowance to which he is entitled under section 38 of the Social Security Act 1975f9 ;

(o)

in the case of a student with whom a child in the care of a local authority is boarded out, any payment made to him in pursuance of section 21(1) of the Child Care Act 1980f10 or section 23 of the Children Act 1989f11 ;

(p)

any payments made to the student in pursuance of an order made under section 34 of the Children Act 1975f12 or any assistance given by a local authority pursuant to section 24 of the Children Act 1989f13 ;

(q)

any payments made to the student under the action programme of the European Community in Education and Training for Technology known as COMETTf14 ;

(r)

any payments made to the student under the action scheme of the European Community for the Mobility of University Students known as ERASMUSf15 or the European Community programme for foreign language competence known as LINGUAf16 ;

(s)

the first £2,580 of any pension, however described, other than one of the kind mentioned at sub-paragraph (d) above, and including any such pension paid to the student as a widow, child or dependant;

(t)

any payment made to the student in pursuance of the Education (Student Loans) Act 1990f17 ;

(u)

any payment made to the student out of access funds held by the establishment at which he attends his course whether those funds were received by the establishment under the Education (Further and Higher Education Institutions Access Funds) Regulations 1990f18 or by way of grant from the Universities Funding Council or the Polytechnics and Colleges Funding Council.

(2)

In the case of a student who makes any payment in pursuance of an obligation incurred before the first year of his course, in calculating his income for the purposes aforesaid there shall be deducted therefrom–

(a)

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

(b)

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

except that no deduction shall be made from the income of a married student where the student’s spouse is a dependant for the purpose of Part III of Schedule 2 and, in pursuance of paragraph 13(1) thereof, the payment is taken into account in determining the spouse’s income.

(3)

In a case where the student is the parent or step-parent of an award holder in respect of whom a contribution is ascertained under Part II of this Schedule, so much of the amount (if any) by which the contribution is reduced under paragraph 4(4) as the authority consider just shall be treated as part of the student’s income for the purposes of regulation 18(1)(b).

Annotations

Footnotes

f1

1976 c. 71.

f2

1986 c. 50.

f3

S.I. 1987/1969.

f4

1975 c. 14; section 35 has been amended by paragraph 63 of Schedule 15 to the National Health Service Act 1977 (c. 49), section 2 of the Social Security Act 1979 (c. 18), paragraph 8 of Schedule 1 to the Social Security Act 1980 (c. 30), section 1 of the Social Security Act 1988 (c. 7) and paragraph 5 of Schedule 8 to the Social Security Act 1989 (c. 24); section 37A was inserted by section 22 of the Social Security Pensions Act 1975 (c. 60); section 37ZA is to be inserted by section 1(2) of the Disability Living Allowance and Disability Working Allowance Act 1991 (c. 21), but at the time of making these Regulations no commencement order has been made.

f5

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, 1521, 1986/592, 1987/165 and 1990/ 1308).

f6

1982 c. 24; the statutory scheme under Part II is currently constituted by the provisions of the Housing Benefits (General) Regulations 1987 (S.I. 1987/1971) and the Community Charge (General) Regulations 1989 (S.I. 1989/ 1321).

f7

1986 c. 50.

f8

1976 c. 36.

f9

1975 c. 14; section 38 was amended by paragraph 12 of Schedule 4 to the Child Benefit Act 1975 (c. 61) and by section 45 of the Social Security Act 1986 (c. 50).

f10

1980 c. 5.

f11

1989 c. 41; section 23, and the repeal of section 21(1) of the 1980 Act are brought into force on 14th october 1991 by S.I. 1991/828.

f12

1975 c. 72; a new section 34 was substituted by section 64 of the Domestic Proceedings and Magistrates' Courts Act 1978 (c. 22).

f13

1989 c. 41; section 24, and the repeal of section 34 of the 1975 Act, are brought into force on 24th October 1991 by S.I. 1991/828.

f14

OJ No. L222, 8.8.86, p.17.

f15

OJ No. L166, 25.6.87, p.20.

f16

OJ No. L239, 16.8.89, p.24.

f17

1990 c. 6.

f18

S.I. 1990/1555.