Assessing your Further Education Grant

Part Time student

  • How we assess your grant
    Parental income is not used in the assessment of support for Part Time students. Your entitlement depends on your own income and that of your spouse/partner (if applicable) - the lower the income the more grant you will be entitled to. If you want to apply for this support you will need to enclose evidence of income with your application. Photocopies are acceptable provided all the information is clear. If you do not give income details you may not receive the money you are entitled to as we will be unable to carry out an assessment.
  • Whose income do we take into account?
    If your spouse/partner is in receipt of benefits we will need evidence of this from the Benefit Office, e.g. an up to date letter confirming their entitlement.
    • If they receive tax credits/universal credit they should send their most recent tax credit/ universal credit statement.
    • If they are employed we take their total gross taxable income and we will need their last monthly pay slip or their last 4 weekly pay slips.
    • If they are self employed or have income from property we take the taxable profit – we will need their tax calculation from the Inland Revenue or a letter from their Accountant.
    • If they are in receipt of pensions we will need verification of the amount they currently receive from the Pension Branch or whoever pays their pension.
    • An allowance of £2,000 will be deducted from income for the spouse, £2,000 deducted for the first child and £1,000 for each additional child in the family.
    • An allowance will be deducted from income if your spouse/partner pays into a personal pension scheme that qualifies for tax relief.

Full Time Students

Students fall into one of the following categories:

  • Dependent; or
  • Independent

You can determine which category you fall into by using the following table.  If you cannot answer yes to any of the following questions you will be considered Dependent.

On the first day of the academic year (i.e. 1 September 2024):

Will you be aged 25 or over?

Yes/No

Will you be married or in a civil partnership?

Yes/No

Will you have care of a child?

Yes/No

Will you have financially supported yourself for 3 years or more outside of full time education either by working or claiming benefits?

Yes/No

Are both your parents deceased?

Yes/No

Are you estranged from your parents?

Yes/No

 

Dependent Student

Independent Student

If you answered No to all  of the questions above you are a Dependent student and the amount of grant you get will be based on your own and your parents’/parent’s partner’s income

If you answered Yes to ONE of the questions above you are an Independent student and the amount of grant you will get will be base on your own and your spouse/partner’s income (if applicable)

Evidence required to prove that you are Independent:

You are 25 or over

  • Your original birth certificate

You were married before 1 September 2024

  • Your original marriage certificate

You have the care of a child

  • The child’s original birth certificate-long version

You have supported yourself for 3 years outside of full time education-(You need to ensure the proof supplied covers a full 3 year period before the first day of the first year of your course).

  • A letter from your employer giving dates you were in employment and how much you earned each year
  • Letter from Inland Revenue giving details of the information they hold on record
  • Your original P60’s
  • Letter from your Jobs And Benefits Office giving the dates you were in receipt of benefits
  • If you received any pension, allowance or other benefit due to a disability, a letter from the authority paying the pension/allowance giving the dates you were in receipt of the pension/benefit
  • If you received training under any scheme when you were employed, a letter from the department who paid your training allowance giving the dates you were in receipt of the allowance

You are estranged from your parents (i.e. you have no contact with them).  You will not be classed as estranged just because you do not get on with your parents, do not live with them or they do not want to give details of their income.  Normally we expect that you have had no contact with either parent for at least 12 months although this may not apply in exceptional circumstances.

  • A letter from your social worker/doctor/clergyman confirming that they know you, that your relationship with your parents has broken down, approximately how long ago this occurred, and giving a brief  statement as to how they became aware of the problem.
  • If you claimed Income Support when you were under 18, a letter from your local Jobs and Benefits Office confirming that you received benefits because of your situation
  • If you were in school/college when your relationship broke down, a letter from an advice worker/personal tutor/teacher confirming your circumstances.

How we assess your grant if you are a Dependent Student

Your entitlement depends on your own income and that of your household (the lower the income the more grant you will be entitled to). If you want to apply for this support you will need to enclose provide evidence of income with your application. You are able to upload documents when making your application online. If you do not give income details you may not receive the money you are entitled to as we will be unable to carry out an assessment.

Whose income do we take into account? 

We use your own taxable unearned income. Taxable unearned income is any income you receive from the following sources:

  • Bank or building society gross interest
  • Property, lettings or rent
  • Dividends or investments
  • Trusts or sponsorships
  • Any other payment received for attending the course

We also use your parents’ income.

  • If your parents live together we will use both their incomes.
  • If your parents are separated, divorced, or no longer live together, we will use the income of the parent that you normally live with.
  •  If your parent lives with a partner we will use their income as well as the income of the parent you live with.

Acceptable proof of separation

  • Legal documents, e.g. decree nisi, official court documents
  • Solicitor’s letter
  • Letter from a third party, e.g. priest, minister, social worker
  • Tax Credit Notification showing they claim as a single person PLUS a signed and dated letter from parent confirming they do not live with a partner

What income do we take into account for your parents? 

  • If your parents are unemployed and are in receipt of benefits we will need evidence of this from the Benefit Office, e.g. an up to date letter confirming their entitlement.
  • If they receive tax credits/universal credit they should send their most recent tax credit notification/universal credit statement.
  • If they are employed we take their total gross taxable income and we will need their last monthly pay slip or their last 4 weekly pay slips.
  • If they are self employed or have income from property we take the taxable profit – we will need their tax calculation from the Inland Revenue or a letter from their Accountant. • If they are in receipt of pensions we will need verification of the amount they currently receive from the Pension Branch or whoever pays their pension.
  • An allowance of £1,153 will be deducted from income for each child in the family who is mainly financially dependent on your parents.
  • An allowance will be deducted from income if your parents pay into a personal pension scheme that qualifies for tax relief.

How we assess your grant if you are an Independent Student

Your entitlement depends on your own income and that of your spouse/partner (the lower the income the more grant you will be entitled to). If you want to apply for this support you will need to provide evidence of income with your application. You are able to upload documents when making your application online. If you do not give income details you may not receive the money you are entitled to as we will be unable to carry out an assessment.

Whose income do we take into account?

We use your own taxable unearned income. Taxable unearned income is any income you receive from the following sources:

  • Bank or building society gross interest
  • Property, lettings or rent
  • Dividends or investments
  • Trusts or sponsorships
  • Any other payment received for attending the course

What income do we take into account for your spouse/partner?

  • If your spouse/partner is unemployed and are in receipt of benefits we will need evidence of this from the Benefit Office, e.g. an up to date letter confirming their entitlement.
  • If they receive tax credits/universal credit they should send their most recent tax credit/ universal credit statement.
  • If they are employed we take their total gross taxable income and we will need their last monthly pay slip or their last 4 weekly pay slips.
  • If they are self employed or have income from property we take the taxable profit – we will need their tax calculation from the Inland Revenue or a letter from their Accountant.
  • If they are in receipt of pensions we will need verification of the amount they currently receive from the Pension Branch or whoever pays their pension.
  • An allowance of £1,153 will be deducted from income for each child in the family who is mainly financially dependent on your spouse/partner.
  • An allowance will be deducted from income if your spouse/partner pays into a personal pension scheme that qualifies for tax relief.
Last updated: 24/04/2024