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Article published: September 2011

View from the Ministry

 
Commitment to the funding of higher and further education for Service leavers

The government announced to Parliament on 17 July 2008 a package of cross-government support to Armed Forces personnel, their families and veterans, which included a commitment to providing Service leavers (SL) with access to a first full level 3 (GCE A level or vocational equivalent) or a first higher education qualification (a foundation degree or a first undergraduate degree or equivalent) free from tuition fees. Subsequently, the MoD engaged with other government departments (OGD)  (1) and devolved administrations (DA) (2) to define and agree the parameters of this additional further education (FE) and higher education (HE) support, develop the policy and implement the proposals. The scheme commenced with effect from 6 April 2009. On government direction, the scheme has been reviewed by MoD and its partner departments to ensure that it correctly meets the need of SL. This has resulted in revised criteria governing claims for FE and HE support under the auspices of the scheme that are submitted after 6 April 2011.

The support is aimed at people who will benefit the most, and the application system is really no different from the current ELC rules other than the state (MoD and the relevant national education authority in England, Scotland or Wales) paying tuition fees in full rather than the individual making a contribution towards the cost. The full policy can be found in JSP 898 Part 4 Chapter 7: Further and Higher Education Support for Service Leavers. 
 
(1) Department of Business Innovation & Skills (BIS) and the Skills Funding Agency.
(2) Scottish Government and Welsh Assembly Government.
 
Background

This opens the gateway to further education for people who may have joined the Armed Forces with few or no qualifications, and gone on to achieve a level 2 qualification (GCSE or equivalent) in the Service but progressed no further. The MoD has already committed to the target for all Service people to achieve level 2 within eight years of service or on promotion to Sergeant (or equivalent), whichever is the earlier.

Similarly, Service leavers who may have joined at level 2 and have taken the opportunity to gain a qualification such as an advanced apprenticeship or other accredited learning at level 3 (or equivalent), may now be able to access their first higher-level qualification.

While the commitment provides subsidy for tuition fees, individuals may have to contribute to the non-tuition-related costs of learning, which may depend on whether the learning is full-time or part-time, and the level of household income. Some applicants may be able to access means-tested support, as may other students.

Before making an application, Service leavers are advised to check the national position on existing support with the relevant national education authority (the BIS or SFA in England). There may already be existing free provision by another route: for example, those aged 25 years or under are already entitled to a first level 3 in England; there is free entitlement for all who fulfil the residency requirements on degree/HND-level courses in Scotland; and Welsh residents also attract some support for FE and HE provision. It makes sense for Service leavers to explore alternative routes before considering support and access through the ELC top-up scheme, and there are safety measures in place to prevent double funding.
 
Eligibility rules

To take advantage of the support, Service leavers must:
  • have completed four years’ full-time service
  • have previously joined the Enhanced Learning Credit (ELC) scheme and completed at least four years’ qualifying scheme membership
  • only apply for a first eligible FE/HE qualification at the level for which they are academically qualified to enter learning on leaving the Service
  • have left the Service or entered their qualifying resettlement phase on or after 17 July 2008
  • meet UK residency requirements to qualify for full state subsidy.
Special eligibility criteria apply to personnel who are medically discharged from service before achieving four years’ service and advice should be sought from unit education staffs.
 
Qualification level
 
This commitment will provide access, free from tuition fees, for the following.
 
  • A first full level 3 or a first HE qualification. The scheme is specifically targeted at supporting the achievement of a first qualification at either level 3 or HE. If the scheme is used to achieve a level 3 qualification, it cannot be used again to achieve an HE qualification. Similarly, although the scheme supports the achievement of an HE qualification up to that of a full undergraduate degree, it cannot be used to achieve a degree if a lower-level HE qualification such as an HND is already held. It is, however, permissible for an SL using the scheme to expand their studies while they are in progress, for example extending their foundation degree studies to achieve a full degree.
  • A level 3 or national equivalent. This refers to a full UK level 3 qualification such as the achievement of two GCE A levels (A2) (passes at A–E) or vocational equivalent as defined by the National Qualifications Framework (NQF) or the Qualifications and Credit Framework (QCF) (England and Wales); or in Scotland a level 6 qualification (SVQ level 3) on the Scottish Credit and Qualifications Framework (SCQF).
  • A foundation degree or full undergraduate degree or national equivalent. Typically, to be eligible for this support, the higher education qualifications would be at levels 4–6 of the Framework for Higher Education and Qualifications in England, Wales and Northern Ireland (FHEQ) – for example, a first undergraduate degree (including foundation degree) or Higher National Certificate or Diploma for which the entry qualification is lower than a degree and that normally takes place at a publicly funded institution. In Scotland the equivalent qualification is a Higher National Certificate (HNC), Higher National Diploma (HND) or a first undergraduate degree, undertaken at a further education college (FE college) or a higher education institution (HEI).
Main scheme features
  • The provision took effect from academic year 2009/2010, for eligible qualifications starting in August/September 2009 onwards.
  • The commitment is for nationally recognised UK-based qualifications only. To qualify, eligible Service leavers must have been resident in the UK for at least three years prior to the start of the course and they must continue to remain in the UK until they complete the qualification (overseas service while employed in the Armed Forces counts towards UK residency).
  • Because it is aligned to the ELC scheme, support can be accessed by eligible Service leavers for up to ten years after they leave the Armed Forces.
  • Service leavers should apply though the ELC scheme, using up any of their remaining annual ELC credits in each financial year over the length of the qualification, but incurring no direct cost to themselves in paying towards the tuition fees.
  • By providing a full state subsidy to pay for tuition fees only, the MoD will continue to pay its contribution towards course fees under the ELC scheme (up to a maximum of £1,000 or £2,000 per financial year), and BIS/SFA or the devolved administration equivalents in Wales and Scotland (where not already provided through existing national support) will buy out the minimum 20% personal contribution that would have been paid by the individual using their ELC.
  • If ELC have been exhausted in-Service, Service leavers will still be eligible to apply for support at the next higher-level qualification on leaving, but only where this meets the eligibility criteria. For example, those who may have achieved a level 3 (or equivalent) but hold no higher education qualification may apply for support to undertake their first foundation degree.
  • If ELC have already been exhausted in-Service the commitment to fund the tuition fees in full transfers to BIS/SFA or the devolved administration. In these circumstances, to help reduce the level of bureaucracy, speed up the process and until other arrangements can be put in place, the MoD will continue to pay the course fee in full but reclaim it back from the relevant national education authorities.
  • Once ELC run out after leaving, the commitment for any continued funding to complete the first FE or HE qualification will transfer to BIS/SFA or the devolved administration.
  • Provision must be delivered through publicly funded FE and HE institutions, some of which may already be listed as existing approved ELC providers. Providers delivering non-publicly funded FE/HE qualifications are not eligible to be considered for this scheme.
  • The provision is available only for nationally recognised qualifications – those accredited by nationally recognised awarding bodies and delivered through FE or HE institutions. This means that some qualifications currently supported through ELC, such as pilots’ licences, some sports qualifications and what are known as vendor/industry-standard qualifications will not attract the state top-up and will be ineligible for this  support.
  • The provision will not be retrospectively applied to anyone who left the Services prior to 17 July 2008.
  • This fully state-subsidised support may be transferred to the spouse or civil partner in the case of death in service or medical discharge where an individual’s medical condition is so severe that it will prevent them from taking advantage of the educational support. In such circumstances the scheme eligibility rules must be met in all other respects. The spouse or partner must also be in a position to benefit from the support by undertaking their first full level 3 (or equivalent) or first higher education qualification.
Making an application: step by step
  • First, read Joint Service Publication (JSP) 898, Part 4, Chapter 3 (ELC Regulations) and JSP 898, Part 4, Chapter 7: Further and Higher Education Support for Service Leavers.
  • Find and talk to an education/learning and resettlement adviser.
  • Download the application form from the ELC website; only this version can be used and any other replicated form will be rejected.
  • Check the ELCAS database of approved providers – publicly funded providers for the purpose of this support will be highlighted.
  • If wishing to use a new provider, ensure that they will be eligible to participate in this scheme (they must deliver publicly funded FE/HE), and ask them to apply for scheme membership using the information on the ELC website.
  • As with the current ELC scheme, do not leave everything until the last minute. Allow time for any new providers to be accepted on to the scheme. Once accepted, applications may be submitted. Allow at least six weeks to go through this process – more if possible. Leaving it late may result in the application not being processed in time for the start of the course.
  • For the purposes of this scheme, where the state pays the tuition fees in full, providers will be expected to waive any initial registration fee to help reduce the level of bureaucracy. Applicants should not pay any of their own money towards the cost of their tuition fees. If they do, it will not be refunded.
 
A final message to Service leavers

This additional support will go a long way to helping Service leavers achieve their first full level 3 (or national equivalent) or first HE qualification. This will help pave the way for the return to civilian life, or provide assistance at a later stage for those who have left to achieve a useful, nationally recognised qualification.

As competition becomes fiercer in a time of economic downturn, having skills and qualifications in addition to a wealth of experience gained in the Armed Forces may give the edge when seeking employment. All the tuition fees are free, so the cost to the individual is time and effort.
 
Higher-level qualifications

Understanding what qualification is eligible for ELC funding can be a challenge. It seems simple enough to state that the qualification must be listed at level 3 or above on the National Qualification Framework (NQF) (England and Wales), or the new Qualifications and Credit Framework (QCF), or at the equivalent (level 6 or above) on the Scottish Credit and Qualifications Framework (SCQF). And, for the vast majority of higher-level qualifications, these frameworks are the authoritative reference lists. But there are many other qualifications available that seem to be tried and tested, worthwhile and valued by employers.

First of all, it is important to understand the difference between academic and vocational qualifications. For example, at level 3 and above on the NQF (level 6 on the SQF) these fall into well-recognised categories such as A-levels, certificates in higher education, diplomas, foundation degrees, higher national diplomas, graduate certificates/diplomas, bachelor’s degrees, master’s, postgraduate certificates and diplomas, and doctorates.

Vocational qualifications include a range of certificates and diplomas at NVQ levels 3 to 5, with vocational diplomas at the highest level. Both academic and vocational higher-level qualifications now equate to generic levels in the NQF structure.
 
Other qualifications

There are many other qualifications, and the MoD and ELCAS go to great lengths to quality-assure providers wishing to apply for approved learning provider status. And, by keeping the numbers within a manageable range, we can ensure that there are sufficient resources to: carry out rigorous evaluation and inspections; compare and benchmark provider service delivery, support and course costs; and, equally important, ensure that those higher-level qualifications offered are eligible for ELC funding.

However, it can still be difficult to decide whether a course that does not appear on the NQF (or QCF or SQF) – which can be for a number of reasons – is eligible for ELC support. There are many ‘industry standard’ or ‘vendor’ certificates and qualifications on  the market, the majority linked to vocational skills and highly valued by employers. Unfortunately, there are many worthless ones around too, which may not be valued and recognised by an employer, or may not enhance skills to benefit career and promotion prospects in the Services, or help find employment on leaving them.

To provide some recognition and support for worthwhile qualifications, and to eliminate the rogue ones, the MoD and ELCAS liaise with approved providers; awarding, regulatory and governing bodies; and Sector Skills Councils across the major skills sectors. The object is to bring some sense and understanding to these other qualifications and determine, where appropriate, higher-level equivalence.

For example, equivalence of the training leading to award of a private pilot’s licence has been agreed at level 3 with the Civil Aviation Authority. e-skills UK, the Sector Skills Council for Business and Information Technology, has been involved in pulling together a matrix of eligible higher-level vendor IT qualifications, and similar work has taken place with Summit Skills on building services engineering. Agreements have also been reached with the Health & Safety Executive, PADI and BSAC to approve the instructor-level diving courses that can be supported through the ELC scheme.

This work will continue, in the drive to provide clear guidance and advice. But not all organisations are quick to respond, and some may not know the answers. It can take time to agree which vocational courses equate to a higher-level academic equivalent in terms of rigour, commitment and learning.

The ELC scheme is largely meant to be about personnel pursuing higher-level learning, delivering benefits to both the learner and the Armed Forces. But it also allows level 3-plus learning to be pursued during resettlement or for up to ten years after leaving the Services. The majority of this learning is likely to be vocational (learning new skills or enhancing existing ones) with the qualification benefiting the learner and a future employer and, nationally, adding to the UK’s skills base.

The major difficulty claimants and countersigning education/learning staff have is in determining whether a vocational course leading to a qualification should be supported through the ELC scheme. For the vast majority of qualification courses the rule is clear: the qualification must appear on the NQF/QCF or national equivalent. However, if an industry standard qualification has been assessed as being at NQF (or equivalent) level 3 or higher, and accepted by a reputable awarding or regulatory body, this information will appear on the ELCAS website, linked where possible to external advice and guidance. These instances are likely to be rare but, when they arise, it is the responsibility of learning providers and individual claimants to prove that a qualification is at level 3 or above.
 
Improving ELC scheme administration

ELCAS, MoD and the Service scheme administrators continue to review, streamline and improve the claims procedure, but the scheme operates within strict guidelines. Funding must be accountable, with robust and fully auditable systems in place to track how ELC are used to pursue higher-level qualifications. Inevitably, learning providers may have to tweak their course registration process, invoicing procedures and learning support to comply with the particular requirements of the ELC scheme, taking into account the particular circumstances of Service life.
 
How you can help: avoiding queries or rejection

Claimants can also help things run smoothly. ELCAS continues to deal with a high proportion of claims that are queried or rejected. Almost 20% of all claims received do not comply with the correct claims authorisation procedures, and this figure is even higher for those received by education staff.
Some of the main reasons for rejection include:
  • applicants enrolling on a course – and sometimes paying a fee – without first obtaining the necessary claims authorisation note (CAN) from ELCAS
  • other learners fail to allow sufficient time between submitting a claim and starting a course; this process takes at least five weeks – it can take ELCAS up to 15 working days to generate a CAN; any claim submitted within 15 working days of the start of the course will automatically be rejected by ELCAS as there is insufficient time to process it
  • this problem is exacerbated by submission of a second or third ELC claim, which is automatically rejected because the course evaluation form for the previous claim was not completed.
Learners should plan ahead, research and discuss their  learning with their line manager and Service education or learning adviser. This applies equally to qualifying ex-Service people using their ELC, some of whom, again, leave their claim submission until the last minute. The 15-day margin is in place for good reason. Those who do not plan sufficiently ahead could find themselves significantly out of pocket as retrospective claims are not allowed under any circumstances.

As mentioned above, another reason for claim rejection is that the course does not meet the necessary minimum criteria (level 3 or above on the NQF) or even that the learning provider is not on the ELCAS approved list. Other reasons for rejection are:
  • failure to follow the correct procedure for signing, authorising and dating the claim form
  • the claim not being received in the qualifying financial year
  • applicants with fewer than four years’ service and therefore not eligible to claim an ELC
  • incorrect financial data, such as the learner’s contribution being less than 20% or the MoD’s contribution calculated as exceeding the £1,000 or £2,000 limit.
Do not assume that all courses offered by an approved provider are automatically admissible under the ELC scheme. This is a common misconception: one provider may supply many courses, but only those at NQF level 3 or above (and equivalent) may be undertaken for ELC purposes.

Other reasons for claims being queried include:
  • incomplete or illegible forms (25% of all rejected/queried claims)
  • applicants not registered on the ELCAS system
  • more than one active claim being processed for an individual in the financial year.
All this has a knock-on effect, with the process for dealing with claims being delayed while ELCAS staff follow up queries. Those that are rejected and returned add to the burden on education and learning staff, as valid but incorrect applications have to be reprocessed and this is not helped by personnel moving and sometimes being difficult to trace.
 
Learners should:
  • plan ahead and get it right first time
  • not buck the system or pay up front
  • be diligent in completing claim forms.
Post-course evaluation

Another important area that continues to be neglected is post-course evaluation. To date, fewer than a third of applicants are completing and returning their evaluation forms. Again, this leads to further chasing, with ELCAS staff issuing reminders and education/learning staff taking further time to trace individuals to pass them on. After people have been chased, the response rate improves to about 50%, but nothing less than a 100% completion rate is good enough.

Evaluation is extremely important. Learner feedback is an essential element of the quality assurance process and provides the evidence to help the MoD tackle poorly performing learning providers and, where necessary, suspend or withdraw their approved status. It is also a requirement for the individual to retain a copy of the evaluation in their personal development record. If they do not and cannot provide evidence of course completion, future ELC claims will be denied.

It is in learners’ interests to take the time to complete the ELC post-course evaluation form.
 
Help and advice
For general enquiries about the scheme, eligibility and qualifications, seek advice from single-Service education and resettlement staff, not ELCAS. ELCAS’s role is to administer applications, not provide advice and guidance on eligibility or education/learning or resettlement needs. Policy helpline details are:
 
• RN – FLEET-FOST-TE EL3R RESET SO3C, Tel Mil: 93832 5954 Civ: 020392 625954
• Army – email: elc@detsa.co.uk, Tel Civ 01264 381592 or 01264 381644 (after 2pm)
• RAF – 22 Training Group – Learning Forces, Tel Mil: 95221 5957 Civ: 01494 495957.
 
 
 
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