Co-Investment Refund

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This topic contains 3 replies, has 3 voices, and was last updated by  peksteen 4 months, 2 weeks ago.

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  • peksteen

    A learner has been on a programme for 6 months out of an 18-month programme. The employer has paid the full co-investment at the start of the programme. This learner has now gone to a new employer but continuing with her apprenticeship. My questions are:

    1. Can we refund any of the unused co-funding to the employer? The info in the Funding Rules for Employers and Providers is confusing ‘E153. You must not seek or accept any refund, in total or in part, of your co-investment contribution.’
    2. Do we charge the new employer the remainder of the co-funding contribution or the full contribution even though they are continuing with their apprenticeship and not starting again?

    Thanks in advance for any advice.



    The rule you are quoting is to ensure that you do not give the employer their money back for training that has been provided, ie, they haven’t paid their 10%

    You should refund the employer for their contribution for the remainder of the programme. that is what PMR 3 is for. You should then be invoicing the new employer for that amount if appropriate given the employer status.



    Martin West

    1. Where applicable, employer co-investment should be reconciled to the date of withdrawal from the first Employer. Any employer payments for training and/or assessment that has not been delivered by the withdrawal date from the first Employer should be repaid to the employer. You must record repayments made to the employer with AFinType = PMR and AFinCode = 3.

    2. If they are required to co-invest you would charge the secound employer the balance of the co-investment required to cover the remaining deliver period.




    Thank you all. Really appreciated.

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