The Social Security Amendment (Students) Regulations 1999
Citation, commencement and interpretation1.
(1)
These Regulations may be cited as the Social Security Amendment (Students) Regulations 1999 and shall come into force—
(a)
for the purpose of this regulation on 1st August 1999;
(b)
for the purposes of regulations 2 and 3—
(i)
in the case of a student whose period of study begins on or after 1st August 1999 but before 30th August 1999, on the day the period of study begins;
(ii)
in any other case, on 30th August 1999;
(c)
for the purposes of regulations 4 and 5—
(i)
in the case of a student whose period of study begins on or after 1st August 1999 but before 30th August 1999, on the first Monday of that period;
(ii)
in any other case, on 30th August 1999;
(d)
for the purposes of regulations 6 and 7—
(i)
in the case of a student whose period of study begins on or after 1st August 1999 but before 31st August 1999, on the first Tuesday of that period;
(ii)
in any other case, on 31st August 1999.
(2)
In regulation 1(1) of these Regulations, a reference to a numbered regulation is a reference to the regulation in these Regulations bearing that number.
Amendment of the Jobseeker’s Allowance Regulations2.
(1)
(2)
In regulation 130 (interpretation of Chapter IX of Part VIII)—
(a)
(b)
for the definition of “year” there shall be substituted the following definitions—
“year”, in relation to a course, means the period of 12 months beginning on 1st January, 1st April, 1st July or 1st September according to whether the academic year of the course begins in the winter, the spring, the summer or the autumn respectively, but if students are required to begin attending the course during August or September and to continue attending through the autumn the academic year of the course shall be considered to begin in the autumn rather than the summer.
(3)
In regulation 131 (calculation of grant income)—
(a)
(b)
“(3)
Where a student does not have a student loan and is not treated as possessing such a loan, there shall be excluded from the student’s grant income—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under paragraph (2)(f), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(4)
In regulation 135(1) (other amounts to be disregarded) for the words “and 133(1)(a) or (b) (calculation of grant income and covenant income)” there shall be substituted the words “, 133(1)(a) or (b) and 136(5) (calculation of grant income, covenant income and treatment of student loans)”.
(5)
In regulation 136 (treatment of student loans)—
(a)
“(1)
A student loan shall be treated as income.”;
(b)
“(3)
A student shall be treated as possessing a student loan in respect of an academic year where—
(a)
a student loan has been made to him in respect of that year; or
(b)
he could acquire such a loan in respect of that year by taking reasonable steps to do so.
(4)
Where a student is treated as possessing a student loan under paragraph (3), the amount of the student loan to be taken into account as income shall be, subject to paragraph (5)—
(a)
in the case of a student to whom a student loan is made in respect of an academic year, a sum equal to the maximum student loan he is able to acquire in respect of that year by taking reasonable steps to do so and either—
(i)
in the case of a student other than one to whom head (ii) refers, any contribution whether or not it has been paid to him; or
(ii)
in the case of a student who satisfies the additional conditions for a disability premium specified in paragraph 14 of Schedule 1 (applicable amounts), any contribution which has actually been paid to him;
(b)
in the case of a student to whom a student loan is not made in respect of an academic year, the maximum student loan that would be made to the student if—
(i)
he took all reasonable steps to obtain the maximum student loan he is able to acquire in respect of that year; and
(ii)
no deduction in that loan was made by virtue of the application of a means test.
(5)
There shall be deducted from the amount of income taken into account under paragraph (4)—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under regulation 131(2)(f), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(6)
In regulation 137 (disregard of contribution) after the word “grant” there shall be inserted the words “or student loan”.
(7)
(8)
“(b)
any student loan as defined in Chapter IX of Part VIII;
(c)
any contribution as defined in Chapter IX of Part VIII which—
(i)
is taken into account in ascertaining the amount of a student loan referred to in head (b); and
(ii)
has been paid.”.
Amendment of the Income Support (General) Regulations3.
(1)
(2)
In regulation 61 (interpretation of Chapter VIII of Part V)—
(a)
(b)
“year”, in relation to a course, means the period of 12 months beginning on 1st January, 1st April, 1st July or 1st September according to whether the academic year of the course begins in the winter, the spring, the summer or the autumn respectively, but if students are required to begin attending the course during August or September and to continue attending through the autumn the academic year of the course shall be considered to begin in the autumn rather than the summer.”.
(3)
In regulation 62 (calculation of grant income)—
(a)
(b)
“(2A)
Where a student does not have a student loan and is not treated as possessing such a loan, there shall be excluded from the student’s grant income—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under paragraph (2)(g), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(4)
(5)
(a)
“(1)
A student loan shall be treated as income.”;
(b)
“(3)
A student shall be treated as possessing a student loan in respect of an academic year where—
(a)
a student loan has been made to him in respect of that year; or
(b)
he could acquire such a loan in respect of that year by taking reasonable steps to do so.
(4)
Where a student is treated as possessing a student loan under paragraph (3), the amount of the student loan to be taken into account as income shall be, subject to paragraph (5)—
(a)
in the case of a student to whom a student loan is made in respect of an academic year, a sum equal to the maximum student loan he is able to acquire in respect of that year by taking reasonable steps to do so and either—
(i)
in the case of a student other than one to whom head (ii) refers, any contribution whether or not it has been paid to him; or
(ii)
in the case of a student to whom paragraph 1, 2, 10, 11 or 12 of Schedule 1B applies (lone parent or disabled student), any contribution which has actually been paid to him;
(b)
in the case of a student to whom a student loan is not made in respect of an academic year, the maximum student loan that would be made to the student if—
(i)
he took all reasonable steps to obtain the maximum student loan he is able to acquire in respect of that year; and
(ii)
no deduction in that loan was made by virtue of the application of a means test.
(5)
There shall be deducted from the amount of income taken into account under paragraph (4)—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under regulation 62(2)(g), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(6)
(7)
(8)
“(b)
any student loan as defined in Chapter VIII of Part V;
(c)
any contribution as defined in Chapter VIII of Part V which—
(i)
is taken into account in ascertaining the amount of a student loan referred to in head (b); and
(ii)
has been paid.”.
Amendment of the Council Tax Benefit (General) Regulations4.
(1)
(2)
In regulation 38 (interpretation of Chapter I of Part V)—
(a)
(b)
“year”, in relation to a course, means the period of 12 months beginning on 1st January, 1st April, 1st July or 1st September according to whether the academic year of the course begins in the winter, the spring, the summer or the autumn respectively, but if students are required to begin attending the course during August or September and to continue attending through the autumn the academic year of the course shall be considered to begin in the autumn rather than the summer.”.
(3)
In regulation 42 (calculation of grant income)—
(a)
(b)
“(3)
Where a student does not have a student loan and is not treated as possessing a student loan, there shall be excluded from the student’s grant income—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under sub-paragraph (2)(g), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(4)
(5)
(a)
“(1)
A student loan shall be treated as income.”;
(b)
“(3)
A student shall be treated as possessing a student loan in respect of an academic year where—
(a)
a student loan has been made to him in respect of that year; or
(b)
he could acquire such a loan in respect of that year by taking reasonable steps to do so.
(4)
Where a student is treated as possessing a student loan under paragraph (3), the amount of the student loan to be taken into account as income shall be, subject to paragraph (5)—
(a)
in the case of a student to whom a student loan is made in respect of an academic year, a sum equal to—
(i)
the maximum student loan he is able to acquire in respect of that year by taking reasonable steps to do so; and
(ii)
any contribution whether or not it has been paid to him;
(b)
in the case of a student to whom a student loan is not made in respect of an academic year, the maximum student loan that would be made to the student if—
(i)
he took all reasonable steps to obtain the maximum student loan he is able to acquire in respect of that year; and
(ii)
no deduction in that loan was made by virtue of the application of a means test.
(5)
There shall be deducted from the amount of income taken into account under paragraph (4)—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under regulation 42(2)(g), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(6)
(7)
(8)
In Schedule 4 (sums to be disregarded)—
(a)
at the end of paragraph 17(b), the word “or” shall be omitted;
(b)
at the end of sub-paragraph (c) of paragraph 17 there shall be added “or (d) the student’s student loan,”;
(c)
in paragraph 18(1)(a), for the words “or grant” there shall be substituted the words “, grant or student loan”.
Amendment of the Housing Benefit (General) Regulations5.
(1)
(2)
In regulation 46 (interpretation of Chapter I of Part VII)—
(a)
(b)
“year”, in relation to a course, means the period of 12 months beginning on 1st January, 1st April, 1st July or 1st September according to whether the academic year of the course begins in the winter, the spring, the summer or the autumn respectively, but if students are required to begin attending the course during August or September and to continue attending through the autumn the academic year of the course shall be considered to begin in the autumn rather than the summer.”.
(3)
(4)
In regulation 53 (calculation of grant income)—
(a)
(b)
“(2A)
Where a student does not have a student loan and is not treated as possessing such a loan, there shall be excluded from the student’s grant income—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under sub-paragraph (2)(g), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(5)
(6)
(a)
“(1)
A student loan shall be treated as income.”;
(b)
“(3)
A student shall be treated as possessing a student loan in respect of an academic year where—
(a)
a student loan has been made to him in respect of that year; or
(b)
he could acquire such a loan in respect of that year by taking reasonable steps to do so.
(4)
Where a student is treated as possessing a student loan under paragraph (3), the amount of the student loan to be taken into account as income shall be, subject to paragraph (5)—
(a)
in the case of a student to whom a student loan is made in respect of an academic year, a sum equal to—
(i)
the maximum student loan he is able to acquire in respect of that year by taking reasonable steps to do so; and
(ii)
any contribution whether or not it has been paid;
(b)
in the case of a student to whom a student loan is not made in respect of an academic year, the maximum student loan that would be made to the student if—
(i)
he took all reasonable steps to obtain the maximum student loan he is able to acquire in respect of that year; and
(ii)
no deduction in that loan was made by virtue of the application of a means test.
(5)
There shall be deducted from the amount of a student’s loan income—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under regulation 53(2)(g), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(7)
(8)
(9)
In Schedule 4 (sums to be disregarded)—
(a)
at the end of paragraph 17(b), the word “or” shall be omitted;
(b)
at the end of sub-paragraph (c) of paragraph 17 there shall be added “or (d) the student’s student loan,”;
(c)
in paragraph 18(1)(a), for the words “or grant” there shall be substituted the words “, grant or student loan”.
Amendment of the Family Credit (General) Regulations6.
(1)
(2)
In regulation 37 (interpretation of Chapter VII of Part IV)—
(a)
(b)
“year”, in relation to a course, means the period of 12 months beginning on 1st January, 1st April, 1st July or 1st September according to whether the academic year of the course begins in the winter, the spring, the summer or the autumn respectively, but if students are required to begin attending the course during August or September and to continue attending through the autumn the academic year of the course shall be considered to begin in the autumn rather than the summer.”.
(3)
In regulation 38 (calculation of grant income)—
(a)
(b)
“(2A)
Where a student does not have a student loan and is not treated as possessing such a loan, there shall be excluded from the student’s grant income—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under sub-paragraph (2)(f), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(4)
(5)
(a)
“(1)
A student loan shall be treated as income.”;
(b)
“(3)
A student shall be treated as possessing a student loan in respect of an academic year where—
(a)
a student loan has been made to him in respect of that year; or
(b)
he could acquire such a loan in respect of that year by taking reasonable steps to do so.
(4)
Where a student is treated as possessing a student loan under paragraph (3), the amount of the student loan to be taken into account as income shall be, subject to paragraph (5)—
(a)
in the case of a student to whom a student loan is made in respect of an academic year, a sum equal to—
(i)
the maximum student loan he is able to acquire in respect of that year by taking reasonable steps to do so; and
(ii)
any contribution whether or not it has been paid to him;
(b)
in the case of a student to whom a student loan is not made in respect of an academic year, the maximum student loan that would be made to the student if—
(i)
he took all reasonable steps to obtain the maximum student loan he is able to acquire in respect of that year; and
(ii)
no deduction in that loan was made by virtue of the application of a means test.
(5)
There shall be deducted from the amount of income taken into account under paragraph (4)—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under regulation 38(2)(f), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(6)
(7)
Amendment of the Disability Working Allowance (General) Regulations7.
(1)
(2)
In regulation 41 (interpretation of Chapter VII of Part V)—
(a)
(b)
“year”, in relation to a course, means the period of 12 months beginning on 1st January, 1st April, 1st July or 1st September according to whether the academic year of the course begins in the winter, the spring, the summer or the autumn respectively, but if students are required to begin attending the course during August or September and to continue attending through the autumn the academic year of the course shall be considered to begin in the autumn rather than the summer.”.
(3)
In regulation 42 (calculation of grant income)—
(a)
(b)
“(2A)
Where a student does not have a student loan and is not treated as possessing such a loan, there shall be excluded from the student’s grant income—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under sub-paragraph (2)(e), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(4)
(5)
(a)
“(1)
A student loan shall be treated as income.”;
(b)
“(3)
A student shall be treated as possessing a student loan in respect of an academic year where—
(a)
a student loan has been made to him in respect of that year; or
(b)
he could acquire such a loan in respect of that year by taking reasonable steps to do so.
(4)
Where a student is treated as possessing a student loan under paragraph (3), the amount of the student loan to be taken into account as income shall be, subject to paragraph (5)—
(a)
in the case of a student to whom a student loan is made in respect of an academic year, a sum equal to—
(i)
the maximum student loan he is able to acquire in respect of that year by taking reasonable steps to do so; and
(ii)
any contribution whether or not it has been paid to him;
(b)
in the case of a student to whom a student loan is not made in respect of an academic year, the maximum student loan that would be made to the student if—
(i)
he took all reasonable steps to obtain the maximum student loan he is able to acquire in respect of that year; and
(ii)
no deduction in that loan was made by virtue of the application of a means test.
(5)
There shall be deducted from the amount of income taken into account under paragraph (4)—
(a)
the sum of £250 in respect of travel costs; and
(b)
where no amount has been disregarded under regulation 42(2)(e), the sum of £303 towards the cost of books and equipment,
whether or not any such costs are incurred.”.
(6)
(7)
Signed by authority of the Secretary of State for Social Security.
These Regulations amend the following Regulations—
The Council Tax Benefit (General) Regulations 1992 (S.I. 1992/1814);
The Disability Working Allowance (General) Regulations 1991 (S.I. 1991/2887);
The Family Credit (General) Regulations 1987 (S.I. 1987/1973);
The Housing Benefit (General) Regulations 1987 (S.I. 1987/1971);
The Income Support (General) Regulations 1987 (S.I. 1987/1967);
The Jobseeker’s Allowance Regulations 1996 (S.I. 1996/207).
Regulations 2 to 7, except so far as they relate to up-rating (see below), are consequential on recent changes made to student grants and loans. From the 1999/2000 academic year most students will be entitled to receive support for living costs from loans instead of from grants. Accordingly, regulations 2 to 7 amend the above Regulations. The amendments provide that students can have certain book and travel expenses disregarded from the income assessed in respect of those loans. To avoid double counting, book and travel expenses will only be disregarded from a student’s grant income if the student does not have an amount treated as income because of an entitlement to receive a student loan.
Where no amount of a student’s grant income is paid with the intention of meeting the costs of books and equipment, the amount to be allowed in respect of those costs is increased from £295 to £303.
The amount to be allowed in respect of a student’s travel costs has been changed to a flat amount of £250 to reflect changes introduced in respect of England and Wales by the Education (Student Support) Regulations 1999 (S.I. 1999/496).
An amount will be allowed for the above costs whether or not the costs are actually incurred by a student.
The Regulations provide that a student’s loan income shall include loans actually made, those that would be made if applied for and any contributions that have been taken into account in making a student loan.
Regulations 6(2) and 7(2), in respect of family credit and disability working allowance, amend the definition of ``contribution'' to mirror the definition that applies in the other benefits covered by these Regulations. These amendments allow contributions to be claimed in respect of Scottish students' allowances and bursaries.
Regulation 5(3), in respect of Housing Benefit only, increases the amount of the deduction to be made in calculating a student’s eligible rent.
These Regulations do not impose a charge on business.