Citation, commencement and application

1.—(1) These Regulations may be cited as the Education (Fees and Awards) (England) Regulations 2007 and come into force on 1^st September 2007.

^M2(2) These Regulations apply in relation to England .

Interpretation

2.—(1) In these Regulations—

^M3“the 2005 Act” means the Education Act 2005 ;

“academic year” means the period of twelve months beginning on 1^st January, 1^st April, 1st July or 1^st September of the calendar year in which the academic year of the course in question begins according to whether that academic year begins on or after 1^st January and before 1^st April, on or after 1^st April and before 1^st July, on or after 1^st July and before 1^st August or on or after 1^st August and on or before 31^st December, respectively;

“award” means a fees award or a maintenance award or both;

[^F1“the course start date” means the day on which the first term of the first academic year of a course actually begins;^F1]

“education” includes post-graduate research otherwise than in the course of employment;

“employment” means full-time or part-time employment;

“European Community” means the territory comprised by the Member States of the European Community as constituted from time to time;

“European Economic Area” means the area comprised by the EEA States;

“fees award” means an award in respect only of any fees payable other than any element of those fees which is a charge for maintenance;

^F2...

“the Islands” means the Channel Islands and the Isle of Man;

^F3...

“maintenance award” means any award other than a fees award;

[^F4“OfS” means the Office for Students;^F4]

^F5,F8“overseas territories” means Anguilla; ... Bermuda; British Antarctic Territory; British Indian Ocean Territory; British Virgin Islands; [^F6the Caribbean part of the Kingdom of the Netherlands (Aruba, Bonaire, Curaçao, Saba, Sint Eustatius, Sint Maarten);^F6] Cayman Islands; Falkland Islands; Faroe Islands; French Polynesia; French Southern and Antarctic Territories; [^F7Gibraltar;^F7] Mayotte; Greenland; Montserrat; ... Pitcairn, Henderson, Ducie & Oeno Islands; South Georgia and the South Sandwich Islands; [^F9St-Barthélemy^F9] ; [^F10St Helena, Ascension and Tristan da Cunha^F10] ; St Pierre et Miquelon; the Territory of New Caledonia and Dependencies; Turks and Caicos Islands and Wallis and Futuna;

^M4“post-compulsory education award” means a scholarship, exhibition, bursary or other allowance granted by a local education authority under the Local Education Authority (Post-Compulsory Education Awards) Regulations 1999 ;

[^F11“specified British overseas territories” means Anguilla; Bermuda; British Antarctic Territory; British Indian Ocean Territory; British Virgin Islands; Cayman Islands; Falkland Islands; Gibraltar; Montserrat; Pitcairn, Henderson, Ducie and Oeno Islands; South Georgia and the South Sandwich Islands; [^F12St Helena, Ascension and Tristan da Cunha^F12]; and Turks and Caicos Islands;^F11]

“training provider” means a person who provides training for members of the school workforce under Part 3 of the 2005 Act;

[^F4“UKRI” means United Kingdom Research and Innovation;^F4]

^M5(2) Despite section 11 of the Interpretation Act 1978section 3(2) of the Education (Fees and Awards) Act 1983 (references to the United Kingdom to include references to the Islands) shall not apply for the purposes of interpreting these Regulations.

[^F13(3)For the purposes of these Regulations, “parent” [^F14means a parent, guardian or^F14] any other person having parental responsibility for a child and “child” is to be construed accordingly.^F13]

[^F15(3A)For the purposes of these Regulations, a person is not to be treated as ordinarily resident in a place unless that person lawfully resides in that place [^F16(but see also regulation 4(2A) and (2B))^F16] .^F15]

(4) For the purposes of these Regulations, a person is to be treated as ordinarily resident in England, England and Wales, Great Britain, the United Kingdom, the United Kingdom and Islands[^F17, the territory comprising the United Kingdom, the Islands and the Republic of Ireland^F17] , in [^F18the territory comprising the United Kingdom, Gibraltar, the European Economic Area and Switzerland^F18] , in [^F19the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories^F19][^F20, the territory comprising the United Kingdom, the Islands and the specified British overseas territories^F20] , or in [^F21the territory comprising the United Kingdom, the European Economic Area, Switzerland, Turkey and the overseas territories^F21] if he would have been so resident but for the fact that—

(a)he;

(b)his spouse or civil partner;

(c)his parent; or

(d)in the case of dependent direct relative in the ascending line, his child or child's spouse or civil partner,

is or was temporarily employed outside the area in question.

(5) For the purposes of paragraph (4), temporary employment includes—

(a)in the case of members of the regular naval, military or air forces of the Crown, any period which they serve outside the United Kingdom as members of such forces;

[^F22(aa)in the case of members of the regular armed forces of the Republic of Ireland, any period which they serve outside the territory comprising the United Kingdom, the Islands and the Republic of Ireland as members of such forces;^F22]

(b)in the case of members of the regular armed forces of an EEA State or Switzerland, any period which they serve outside the territory comprising [^F23the United Kingdom, Gibraltar,^F23] the European Economic Area and Switzerland as members of such forces; and

(c)in the case of members of the regular armed forces of Turkey, any period which they serve outside the territory comprising the European Economic Area, Switzerland and Turkey as members of such forces.

(6) For the purposes of Regulations 6, 7, 8 and 9 a person is to be treated as ordinarily resident in England, England and Wales, Great Britain, the United Kingdom, the United Kingdom and Islands[^F24, the territory comprising the United Kingdom, the Islands and the Republic of Ireland^F24] , in [^F25the territory comprising the United Kingdom, Gibraltar, the European Economic Area and Switzerland^F25] , in [^F26the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories^F26][^F27, the territory comprising the United Kingdom, the Islands and the specified British overseas territories^F27] , or in [^F28the territory comprising the United Kingdom, Gibraltar, the European Economic Area, Switzerland and Turkey^F28] if he would have been so resident but for the fact that—

(a)he;

(b)his spouse or civil partner;

(c)his parent; or

(d)in the case of a dependent direct relative in the ascending line, his child or his child's spouse or civil partner,

was temporarily receiving full-time education outside the area in question.

(7) For the purposes of these Regulations an area [^F29other than the United Kingdom or Gibraltar^F29] which—

(a)was previously not part of the European Community or the European Economic Area; but

(b)at any time before or after these Regulations come into force has become part of one or the other or both of these areas,

is to be considered to have always been a part of the European Economic Area.

^F30(8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Lawful acts

3.—(1) If discrimination arises from the remission in whole or in part of any fee (on grounds of financial hardship or otherwise), nothing in these Regulations shall be construed as rendering that discrimination unlawful, if it would have been lawful had these Regulations not been made.

(2) If discrimination arises from any rule of eligibility for an award, nothing in these Regulations shall be construed as rendering that discrimination unlawful, if it would have been lawful had these Regulations not been made.

Fee charging

4.[^F31—(1)Subject to paragraph (1B), it shall be lawful for the institutions mentioned in paragraph (3) to charge higher fees in the case of a person who does not fall within any of —

(a)paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5 [^F32, 5A^F32][^F33, 5B, 5C,^F33] 6A, 7A, 8A, 9A, 9B, [^F349BA,^F34] 9C, 9D, 9E, 10A, 11A, 12A and 13 of Schedule 1; or

(b)paragraphs 6, 7, 8, 9, 10, 11 and 12 of Schedule 1, where paragraph (1A) applies,

than in the case of a person who does fall within any of those paragraphs.

(1A)This paragraph applies where—

(a)in connection with a course beginning before 1st August 2021, a person (“A”) fell within any of paragraphs 6, 7, 8, 9, 10, 11 and 12 of Schedule 1 in relation to an academic year of the course beginning before 1st August 2021; and

(b)A is liable for fees in connection with—

(i)that course; or

(ii)a course provided by an institution mentioned in paragraph (3) to which A transfers from that course.

(1B)In relation to a course beginning on or after 1st January 2028, paragraph (1) has effect as if sub-paragraph (a) did not mention paragraphs [^F358A, [^F369B, 9BA and 9E^F36,F35]] of Schedule 1.^F31]

[^F37(2)For the purposes of this regulation, a person falls within a paragraph of Schedule 1 if—

(a)in the case of paragraph 2A, 4, 4A, 4B, 4C, 4D, 4E, 5, 5A, 5B, 5C, [^F388, 8A or 9C^F38] of that Schedule—

(i)in relation to the first academic year of the course, they fall within that paragraph on the course start date; or

(ii)in relation to any other academic year of the course, they fall within that paragraph on the first day of that academic year;

(b)in the case of any other paragraph of that Schedule, they fall within the relevant paragraph on the first day of an academic year of the course.

[^F39(2ZA)For the purposes of this regulation, where—

(a)a person becomes, after the course start date or on the first day of an academic year of the course, a person who no longer falls within a paragraph of Schedule 1 as a result of that person’s leave to remain, or the leave to remain of that person’s spouse, civil partner or parent, as the case may be, having expired; and

(b)further leave to remain has been granted or the person whose leave to remain has expired has become a British or Irish citizen,

the person who would otherwise no longer fall within a paragraph of Schedule 1 is to be treated as falling within the paragraph of Schedule 1 in which they previously fell for the remainder of the duration of the course.^F39]

(2A)Where a protected category event occurs in relation to a person after the course start date, paragraph (2B) applies for the purposes of determining whether the person falls within a paragraph of Schedule 1 in relation to an academic year (other than the first academic year).

(2B)The person is to be treated, for the purposes of determining whether they satisfy any requirement in Schedule 1 to be ordinarily resident in the United Kingdom on the course start date, as if they were, on the course start date, lawfully residing in the place where they were residing on that date.

(2C)In this regulation “protected category event”, in relation to a person, means—

(a)the person or the person’s spouse, civil partner or parent is recognised as a refugee or becomes a person granted stateless leave or a person granted humanitarian protection;

(b)the person becomes a person granted section 67 leave;

(c)the person [^F40or the person’s parent^F40] becomes a person granted indefinite [^F41leave to enter or remain^F41] as a victim of domestic violence or domestic abuse;

(d)the person becomes a person granted Calais leave;

(e)the person [^F42or the person’s parent^F42] becomes a person granted indefinite [^F43leave to enter or remain^F43] as a bereaved partner;

(f)the person [^F44or the person’s spouse, civil partner or parent^F44] becomes a person granted leave under one of the Afghan Schemes.

(g)the person [^F45or the person’s spouse, civil partner or parent^F45] becomes a person granted leave under one of the Ukraine Schemes;

(2D)For the purposes of paragraph (2C), the following terms have the meanings given for the purposes of Schedule 1—

(a)refugee;

(b)person granted stateless leave;

(c)person granted humanitarian protection;

(d)person granted section 67 leave;

(e)person granted indefinite [^F46leave to enter or remain^F46] as a victim of domestic violence or domestic abuse;

(f)person granted Calais leave;

(g)person granted indefinite [^F47leave to enter or remain^F47] as a bereaved partner;

(h)person granted leave under one of the Afghan Schemes;

(i)person granted leave under one of the Ukraine Schemes.^F37]

(3) The institutions mentioned in this paragraph are institutions—

(a)within the higher education sector, including a constituent college, school or hall of such an institution;

(b)within the further education sector;

(c)which are training providers and are receiving financial [^F48assistance—

(i)from the Secretary of State under section 14 of the Education Act 2002; or

(ii)from a person who is receiving financial assistance under that section”.^F48]

(d)which provide further education and are maintained by a local education authority;

(4) This regulation does not make lawful the charging of a fee which is unlawful by reason of a [^F49fee limit condition imposed under section 10 of the Higher Education and Research Act 2017^F49] .

Awards by local education authorities

^M65.—(1)[^F50Subject to paragraph (2),^F50] it shall be lawful for a local education authority to adopt rules of eligibility for awards under sections 1(6) or 2 of the Education Act 1962 or for post-compulsory education awards which—

(a)do not take account of regulation 2(4);

[^F51(b)confine eligibility in the case of fees awards to those persons who fall within any of paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E [^F52, 5A^F52][^F53, 5B, 5C,^F53] 6A, 7A, 8A, 9A, 9B, [^F549BA,^F54] 9C, 9D, 9E, 10A, 11A, 12A and 13 of Schedule 1; or

(c)confine eligibility in the case of maintenance awards to those persons who fall within any of paragraphs 2, 3, 4, 4A, 4B, 4C, 4D, 4E [^F52, 5A^F52][^F53, 5B, 5C,^F53] 6A, 7A, 8A,9B, 10A, 11A, 12A and 13 of Schedule 1.^F51]

[^F55(2)In relation to a course beginning on or after 1st January 2028, paragraph (1) has effect as if sub-paragraphs (b) and (c), in each case, did not mention paragraphs [^F568A, [^F579B, 9BA and 9E^F57,F56]] of Schedule 1.^F55]

Awards by research councils [^F58, UKRI^F58] and others

6.—(1)[^F59Subject to paragraph (1C),^F59] it shall be lawful for a research council or institution mentioned in Schedule 2 [^F60, or UKRI,^F60] to adopt rules of eligibility which—

(a)do not take account of regulation 2(4);

[^F61(b)confine eligibility in the case of fees awards in connection with courses of education or training or the undertaking of research to those persons who fall within any of —

(i)paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E [^F62, 5A^F62][^F63, 5B, 5C,^F63] 6A, 7A, 8A, 9A, 9B, [^F649BA,^F64] 9C, 9D, 9E, 10A, 11A, 12A and 13 of Schedule 1; or

(ii)paragraphs 6, 7, 8, 9, 10, 11 and 12 of Schedule 1, where paragraph (1A) applies; or

(c)confine eligibility in the case of maintenance awards in connection with courses of education or training or the undertaking of research to those persons who fall within any of—

(i)paragraphs 2, 3, 4, 4A, 4B, 4C, 4D, 4E [^F65, 5A^F65][^F66, 5B, 5C,^F66] 6A, 7A, 8A,9B, 10A, 11A, 12A and 13 of Schedule 1; or

(ii)paragraphs 6, 7, 8, 10, 11 and 12 of Schedule 1, where paragraph (1B) applies.^F61]

[^F67(1A)This paragraph applies where—

(a)in connection with courses of education or training, or the undertaking of research, beginning before 1st August 2021, a person (“A”) was eligible for an award by virtue of falling within any of paragraphs 6, 7, 8, 9, 10, 11 and 12 of Schedule 1 in relation to an academic year of that course or research beginning before 1st August 2021; and

(b)A’s eligibility for an award is being assessed in relation to that course or research.

(1B)This paragraph applies where—

(a)in connection with courses of education or training, or the undertaking of research, beginning before 1st August 2021, a person (“A”) was eligible for an award by virtue of falling within any of paragraphs 6, 7, 8, 10, 11 and 12 of Schedule 1, in relation to an academic year of that course or research beginning before 1st August 2021; and

(b)A’s eligibility for an award is being assessed in relation to that course or research.

(1C)In relation to a course of education or training or the undertaking of research beginning on or after 1st January 2028, paragraph (1) has effect as if sub-paragraphs (b) and (c), in each case, did not mention paragraphs [^F688A, [^F699B, 9BA and 9E^F69] ,^F68] of Schedule 1.^F67]

(2) As regards paragraphs 2 and 3 of Schedule 1, the research council or institution may, in adopting rules of eligibility under paragraph (1)—

(a)confine eligibility to those persons who have been ordinarily resident in Great Britain for three years preceding the date of application for the award, or

(b)exclude from eligibility those persons who are not ordinarily resident in Great Britain, in England and Wales or in England (as the maker of the award may determine) on the date of application for the award.

(3) Where rules of eligibility confine awards to persons who are or will be ordinarily resident in part only of the United Kingdom and Islands, a person who is ordinarily resident in some other part of the United Kingdom and Islands shall not for the purposes of this regulation be considered to fall within [^F70paragraph 2A, paragraph 9, paragraph 9A, paragraph 9B, [^F71paragraph 9BA,^F71] paragraph 9C, paragraph 9D or paragraph 9E^F70] of Schedule 1.

(4) The makers of awards may adopt different eligibility rules for different classes or descriptions of awards.

Payments by the Training and Development Agency for Schools

7.—(1)[^F72Subject to paragraph (3),^F72] it shall be lawful for the [^F73Secretary of State^F73] to adopt rules of eligibility for awards by any training provider to which it makes grants, loans or other payments under [^F74section 14 of the Education Act 2002^F74] which confine eligibility to those persons who fall within [^F75any of paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5 [^F76, 5A^F76][^F77, 5B, 5C,^F77] 6A, 7A, 8A, 9A, 9B, [^F789BA,^F78] 9C, 9D, 9E, 10A, 11A, 12A and 13of^F75] Schedule 1.

(2)[^F72Subject to paragraph (3),^F72] it shall be lawful for a training provider who is receiving financial support under [^F74section 14 of the Education Act 2002^F74] to adopt rules of eligibility for awards which confine eligibility to those persons who fall within [^F75any of paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5 [^F76, 5A^F76][^F77, 5B, 5C,^F77] 6A, 7A, 8A, 9A, 9B, [^F799BA,^F79] 9C, 9D, 9E, 10A, 11A, 12A and 13of^F75] Schedule 1.

[^F80(3)In relation to an award made on or after 1st January 2028, paragraphs (1) and (2) have effect as if, in each case, they did not mention paragraphs [^F818A, [^F829B, 9BA and 9E^F82],^F81] of Schedule 1.^F80]

Payments by [^F83the OfS^F83]

8.—(1)[^F84Subject to paragraph (4),^F84] it shall be lawful for [^F85OfS^F85] to adopt rules of eligibility for awards to be made to students who are being trained (otherwise than by a course leading to a first degree) to teach persons over compulsory school age by an institution to which it makes grants, loans or other payments under [^F8639 or 40 of the Higher Education and Research Act 2017^F86] which confine eligibility to those persons who fall [^F87within any of—

(a)paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5 [^F88, 5A^F88][^F89, 5B, 5C,^F89] 6A, 7A, 8A, 9A, 9B, [^F909BA,^F90] 9C, 9D, 9E, 10A, 11A, 12A and 13 of Schedule 1; or

(b)paragraphs 6, 7, 8, 9, 10, 11 and 12 of Schedule 1, where paragraph (3) applies.^F87]

(2)[^F84Subject to paragraph (4),^F84] it shall be lawful for an institution to which [^F85OfS^F85] pays grants, loans or other payments for the purpose described in paragraph 1 to adopt rules of eligibility for awards which confine eligibility to those persons who fall [^F87within any of—

(a)paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5 [^F91, 5A^F91][^F92, 5B, 5C,^F92] 6A, 7A, 8A, 9A, 9B, [^F939BA,^F93] 9C, 9D, 9E, 10A, 11A, 12A and 13 of Schedule 1; or

(b)paragraphs 6, 7, 8, 9, 10, 11 and 12 of Schedule 1, where paragraph (3) applies.^F87]

[^F94(3)This paragraph applies where—

(a)in connection with training beginning before 1st August 2021, a person (“A”) was eligible for an award by virtue of falling within any of paragraphs 6, 7, 8, 9, 10, 11 and 12 of Schedule 1 in relation to an academic year beginning before 1st August 2021; and

(b)A’s eligibility for an award is being assessed in relation to that training.

(4)In relation to training beginning on or after 1st January 2028, paragraphs (1) and (2) have effect as if, in each case, sub-paragraph (a) did not mention paragraphs [^F958A, [^F969B, 9BA and 9E^F96,F95]] of Schedule 1.^F94]

Payments by the [^F97Secretary of State ^F98... ^F97]

9.—(1)[^F99Subject to paragraph (4),^F99] it shall be lawful for the [^F100Secretary of State ^F98... ^F100] to adopt rules of eligibility for awards by an institution to which [^F101that person^F101] makes grants, loans or other payments under [[^F102,F103section 14 of the Education Act 2002 or section^F103] 100 of the Apprenticeships, Skills, Children and Learning Act 2009^F102] which confine eligibility to those persons who fall [^F104within any of—

(a)paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5 [^F105, 5A^F105][^F106, 5B, 5C,^F106] 6A, 7A, 8A, 9A, 9B, [^F1079BA,^F107] 9C, 9D, 9E, 10A, 11A, 12A and 13 of Schedule 1; or

(b)paragraphs 6, 7, 8, 9, 10, 11 and 12 of Schedule 1, where paragraph (3) applies.^F104]

(2)[^F99Subject to paragraph (4),^F99] it shall be lawful for an institution to which the [^F100Secretary of State ^F98... ^F100] pays grants, loans or other payments to adopt rules of eligibility for awards (however described) which confine eligibility to those persons who fall [^F104within any of—

(a)paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5 [^F108, 5A^F108][^F109, 5B, 5C,^F109] 6A, 7A, 8A, 9A, 9B, [^F1109BA,^F110] 9C, 9D, 9E, 10A, 11A, 12A and 13 of Schedule 1; or

(b)paragraphs 6, 7, 8, 9, 10, 11 and 12 of Schedule 1, where paragraph (3) applies.^F104]

[^F111(3)This paragraph applies where—

(a)a person (“A”) was eligible for an award by virtue of falling within any of paragraphs 6, 7, 8, 9, 10, 11 and 12 of Schedule 1 in relation to an academic year beginning before 1st August 2021; and

(b)A’s eligibility for a further award is being assessed in connection with that award.

(4)In relation to an award made on or after 1st January 2028, paragraphs (1) and (2) have effect as if, in each case, sub-paragraph (a) did not mention paragraphs [^F1128A, [^F1139B, 9BA and 9E^F113,F112]] of Schedule 1.^F111]

[^F114Payments by a combined authority

9A.—(1)[^F115Subject to paragraph (4),^F115] it shall be lawful for a combined authority to adopt rules of eligibility for awards by an institution to which the combined authority makes grants, loans or other payments under section 100 of the Apprenticeships, Skills, Children and Learning Act 2009 which confine eligibility to those persons who fall within [^F116any of paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5 [^F117, 5A^F117][^F118, 5B, 5C,^F118] 6A, 7A, 8A, 9A, 9B, [^F1199BA,^F119] 9C, 9D, 9E, 10A, 11A, 12A and 13 of^F116] Schedule 1.

(2)[^F115Subject to paragraph (4),^F115] it shall be lawful for an institution to which a combined authority provides financial resources to adopt rules of eligibility for awards (however described) which confine eligibility to those persons who fall within [^F116any of paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5 [^F117, 5A^F117][^F118, 5B, 5C,^F118] 6A, 7A, 8A, 9A, 9B, [^F1209BA,^F120] 9C, 9D, 9E, 10A, 11A, 12A and 13 of^F116] Schedule 1.

(3)In this regulation, a “combined authority” means a combined authority established under section 103 of the Local Democracy, Economic Development and Construction Act 2009(“the Local Democracy Act”) that exercises functions under Part 4 of the Apprenticeships, Skills, Children and Learning Act 2009 by virtue of an order under section 105A of the Local Democracy Act.^F114]

[^F121(4)In relation to an award made on or after 1st January 2028, paragraphs (1) and (2) have effect as if, in each case, they did not mention paragraphs [^F1228A, [^F1239B, 9BA and 9E^F123,F122]] of Schedule 1.^F121]

[^F124Payments by a combined county authority

9B.—(1)Subject to paragraph (4), it shall be lawful for a combined county authority to adopt rules of eligibility for awards by an institution to which the combined authority makes grants, loans or other payments under section 100 of the Apprenticeships, Skills, Children and Learning Act 2009 which confine eligibility to those persons who fall within any of paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5, 5A, 5B, 5C, 6A, 7A, 8A, 9A, 9B, 9BA, 9C, 9D, 9E, 10A, 11A, 12A and 13 of Schedule 1.

(2)Subject to paragraph (4), it shall be lawful for an institution to which a combined county authority provides financial resources to adopt rules of eligibility for awards (however described) which confine eligibility to those persons who fall within any of paragraphs 2, 2A, 3, 4, 4A, 4B, 4C, 4D, 4E, 5, 5A, 5B, 5C, 6A, 7A, 8A, 9A, 9B, 9BA, 9C, 9D, 9E, 10A, 11A, 12A and 13 of Schedule 1.

(3)In this regulation, a “combined county authority” means a combined county authority established under section 9(1) of the Levelling-up and Regeneration Act 2023 that exercises functions under Part 4 of the Apprenticeships, Skills, Children and Learning Act 2009 by virtue of an order under section 19 of the Levelling-up and Regeneration Act 2023.

(4)In relation to an award made on or after 1st January 2028, paragraphs (1) and (2) have effect as if, in each case, they did not mention paragraphs 8A, 9B, 9BA and 9E of Schedule 1.^F124]

Revocation

10.—(1) The following Regulations are revoked in relation to England—

(a)^M7The Education (Fees and Awards) Regulations 1997 ;

(b)^M8The Education (Fees and Awards) (Amendment) (England) Regulations 2000 ;

(c)The Education (Fees and Awards) (Amendment No 2) (England) Regulations 2000

^M9(d)^M10The Education (Student Fees and Support) (Switzerland) Regulations 2003 ;

(e)^M11The Education (Fees and Awards) (Amendment) Regulations 2006 ;

(f)Regulation 5 of the Local Education Authority (Post-Compulsory Education Awards) Regulations 1999.

SCHEDULE 1

1.[^F125—(1)^F125] For the purposes of this Schedule—

[^F126“the 2020 Citizens’ Rights Regulations” means the Citizens’ Rights (Application Deadline and Temporary Protection) (EU Exit) Regulations 2020;^F126]

^M12“Directive 2004/38” means Directive 2004/38/EC of the European Parliament and of the Council of 29^th April 2004 on the rights of citizens of the Union and their family members to move and reside freely in the territory of the Member States;

[^F127“EEA EFTA separation agreement” has the meaning given by section 39(1) of the European Union (Withdrawal Agreement) Act 2020;^F127]

^F128...

“EEA frontier self-employed person” means an EEA national who—

“EEA frontier worker” means an EEA national who—

“EEA migrant worker” means an EEA national who is a worker, other than an EEA frontier worker, in the United Kingdom;

^F129“EEA national” means a national of an EEA State ...;

“EEA self-employed person” means an EEA national who is a self-employed person, other than an EEA frontier self-employed person, in the United Kingdom;

“employed person” means an employed person with the meaning of Annex 1 to the Swiss Agreement;

[^F130“EU national” means a national of a Member State of the European Union;^F130]

[^F131“evacuated or assisted British national from Afghanistan” means a person—

“family member” means—

[^F139“immigration rules” has the meaning given in section 33(1) of the Immigration Act 1971;^F139]

^F140...

[^F141“person granted humanitarian protection” means a person—

[^F143“person granted leave under one of the Afghan Schemes” means a person granted leave under the Afghan Citizens Resettlement Scheme or a person granted leave under the Afghan Relocations and Assistance Policy Scheme;^F143]

[^F144“person granted leave under one of the Ukraine Schemes” means a person granted leave under the Homes for Ukraine Sponsorship Scheme, a person granted leave under the Ukraine Extension Scheme[^F145, a person granted leave under the Ukraine Permission Extension Scheme^F145] or a person granted leave under the Ukraine Family Scheme;^F144]

[^F143“person granted leave under the Afghan Citizens Resettlement Scheme” means a person—

[^F147“person granted leave under the Afghan Relocations and Assistance Scheme” means a person—

[^F156“person granted leave under the Homes for Ukraine Sponsorship Scheme” means a person—

[^F156“person granted leave under the Ukraine Extension Scheme” means a person—

[^F156“person granted leave under the Ukraine Family Scheme” means a person—

[^F162“person granted leave under the Ukraine Permission Extension Scheme” means a person—

[^F163“person granted stateless leave” means a person—

[^F165“person with protected rights” means—

^F170...

^M13,M14“refugee” means a person who is recognised by Her Majesty's government as a refugee within the meaning of the United Nations Convention relating to the Status of Refugees done at Geneva on 28th July 1951 as extended by the Protocol thereto which entered into force on 4th October 1967 ;

[^F171“relevant period” has the meaning given by regulation 4 of the 2020 Citizens’ Rights Regulations;

“relevant person of Northern Ireland” has the meaning given by residence scheme immigration rules;^F171]

[^F172“residence scheme immigration rules” has the meaning given by section 17(1) of the European Union (Withdrawal Agreement) Act 2020;^F172]

^F173...

“self-employed person” means—

^M15“settled” has the meaning given by section 33(2A) of the Immigration Act 1971 ;

^M16“Swiss Agreement” means the Agreement between the European Community and its Member States, of the one part, and the Swiss Confederation, of the other, on the Free Movement of Persons signed at Luxembourg on 21^st June 1999 and which came into force on 1^st June 2002;

[^F174“Swiss citizens’ rights agreement” has the meaning given by section 39(1) of the European Union (Withdrawal Agreement) Act 2020;^F174]

“Swiss employed person” means a Swiss national who is an employed person, other than a Swiss frontier employed person, in the United Kingdom;

“Swiss frontier employed person” means a Swiss national who—

“Swiss frontier self-employed person” means a Swiss national who—

“Swiss self-employed person” means a Swiss national who is a self-employed person, other than a Swiss frontier self-employed person, in the United Kingdom;

[^F175“United Kingdom national” has the meaning given by Article 2(d) of the EU withdrawal agreement;^F175]

“Turkish worker” means a Turkish national who—

“worker” means a worker within the meaning of article 7 of Directive 2004/38 or the EEA Agreement as the case may be.

[^F176(2)For the purposes of this Schedule, a reference to a “Member State” or “State” in Article 7 of Directive 2004/38 is to be read as including the United Kingdom.

(3)For the purposes of this Schedule, a person is within the personal scope of the citizens’ rights provisions if that person falls within—

(a)Article 10 (personal scope) of the EU withdrawal agreement;

(b)Article 9 (personal scope) of the EEA EFTA separation agreement; or

(c)Article 10 (personal scope) of the Swiss citizens’ rights agreement.^F176]

[^F177Persons who are settled in the United Kingdom

2.—(1)A person—

(a)who ^F178...—

(i)[^F179is settled in the United Kingdom and does not fall within paragraph 3;^F179]

(ii)is ordinarily resident in the United Kingdom [^F180on the first day of the first academic year of the course^F180];

(iii)has been ordinarily resident in the United Kingdom and Islands throughout the three-year period preceding the first day of the first academic year of the course; and

(b)subject to sub-paragraph (2), whose residence in the United Kingdom and Islands has not during any part of the period referred to in sub-paragraph (a)(iii) been wholly or mainly for the purpose of receiving full-time education.

(2)Paragraph (b) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the United Kingdom and Islands in accordance with regulation 2(4).^F177]

[^F1812A.—(1)A person—

(a)who is settled in the United Kingdom ^F182... and does not fall within paragraph 3;

(b)who is ordinarily resident in the United Kingdom [^F183on [^F184the course start date^F184,F183]];

(c)who has been ordinarily resident in the territory comprising the United Kingdom, the Islands and the Republic of Ireland throughout the three-year period preceding the first day of the first academic year of the course; and

(d)subject to sub-paragraph (2), whose ordinary residence in the territory comprising the United Kingdom, the Islands and the Republic of Ireland has not during any part of the period referred to in paragraph (c) been wholly or mainly for the purpose of receiving full-time education.

(2)Paragraph (d) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the territory comprising the United Kingdom, the Islands and the Republic of Ireland in accordance with regulation 2(4).^F181]

3.[^F185—(1)^F185] A person who—

[^F186(a)meets one of the following conditions on the first day of an academic year of the course—

(i)the person is within the personal scope of the citizens’ rights provisions and is settled in the United Kingdom by virtue of the grant of indefinite leave to enter or remain under residence scheme immigration rules;

(ii)the person—

(aa)is within the personal scope of the citizens’ rights provisions;

(bb)is an Irish citizensettled in the United Kingdom who, pursuant to section 3ZA of the Immigration Act 1971, does not require leave to enter or remain in the United Kingdom; and

(cc)would meet the eligibility requirements for indefinite leave to enter or remain in the United Kingdom granted by virtue of residence scheme immigration rules if that person were to make an application for such leave;

^F187(iii). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(iv)the person—

(aa)is within the personal scope of the citizens’ rights provisions;

(bb)is an applicant for the purposes of regulation 4 of the 2020 Citizens’ Rights Regulations [^F188or otherwise has rights deemed to apply by virtue of any of the citizens’ rights provisions specified in paragraph (3)^F188]; and

(cc)has, or is treated as having, a right of permanent residence for the purposes of the Immigration (European Economic Area) Regulations 2016, as those Regulations continue to have effect by virtue of the 2020 Citizens’ Rights Regulations in relation to that person during the relevant period[^F189or otherwise has a deemed right of permanent residence by virtue of any of the citizens’ rights provisions specified in paragraph (3)^F189]; or

(v)the person is a family member of a relevant person of Northern Ireland for the purposes of residence scheme immigration rules, where that family member is settled in the United Kingdom by virtue of the grant of indefinite leave to enter or remain under residence scheme immigration rules;^F186]

(b)is ordinarily resident in the United Kingdom on the first day of the first academic year of the course;

(c)has been ordinarily resident in the United Kingdom and Islands throughout the three-year period preceding the first day of the first academic year of the course; and

(d)in a case where his residence referred to in paragraph (c) was wholly or mainly for the purpose of receiving full-time education, was ordinarily resident in the territory comprising [^F190the United Kingdom,^F190] the [^F191European Economic Area, Switzerland and the overseas territories^F191] immediately before the period of residence referred to in paragraph (c).

[^F192(2)For the purposes of sub-paragraph (1)(a)(ii)(cc), “eligibility requirements for indefinite leave to enter or remain in the United Kingdom granted by virtue of residence scheme immigration rules” means the eligibility requirements for such leave in accordance with paragraph EU11 of Appendix EU to the immigration rules^F193....^F192]

[^F194(3)For the purposes of sub-paragraph (1)(a)(iv), the citizens’ rights provisions referred to are—

(a)Article 18(3) (issuance of residence documents) of the EU withdrawal agreement;

(b)Article 17(3) (issuance of residence documents) of the EEA EFTA separation agreement (as defined in section 39(1) of the European Union (Withdrawal Agreement) Act 2020); or

(c)Article 16(3) (issuance of residence documents) of the Swiss citizens’ rights agreement.^F194]

Refugees and their family members

4.—(1) A person—

(a)who is a refugee;

(b)who is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since he was recognised as a refugee; and

(c)who is ordinarily resident in the United Kingdom on [^F195the course start date^F195] .

(2) A person—

(a)who is the spouse or civil partner of a refugee;

(b)who was the spouse or civil partner of the refugee on the date on which the refugee made his application for asylum;

(c)who is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since he was given leave to remain in the United Kingdom; and

(d)who is ordinarily resident in the United Kingdom on [^F196the course start date^F196] .

(3) A person—

(a)who is the child of a refugee or the child of the spouse or civil partner of a refugee;

(b)who, on the date on which the refugee made his application for asylum, was the child of the refugee or the child of a person who was the spouse or civil partner of the refugee on that date;

(c)who was under 18 on the date on which the refugee made his application for asylum;

(d)who is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since he was given leave to remain in the United Kingdom; and

(e)who is ordinarily resident in the United Kingdom on [^F197the course start date^F197] .

[^F198Persons granted stateless leave and their family members

4A.—(1)A person granted stateless leave, who is ordinarily resident in the United Kingdom on [^F200the course start date^F200].^F199]

(2)A person—

(a)who—

(i)is the spouse or civil partner of a person granted stateless leave; and

(ii)on the leave application date, was the spouse or civil partner of a person granted stateless leave;

[^F201(b)who is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since being given leave to enter or remain in the United Kingdom; and

(c)who is ordinarily resident in the United Kingdom on [^F202the course start date^F202].^F201]

(3)A person—

(a)who—

(i)is the child of a person granted stateless leave or the child of the spouse or civil partner of a person granted stateless leave; and

(ii)on the leave application date, was the child of a person granted stateless leave or the child of a person who, on the leave application date, was the spouse or civil partner of a person granted stateless leave;

(b)[^F203who^F203] was under 18 on the leave application date;

[^F204(c)who is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since being given leave to enter or remain in the United Kingdom; and

(d)who is ordinarily resident in the United Kingdom on [^F205the course start date^F205].^F204]

(4)In this paragraph,“leave application date” means the date on which the person granted stateless leave made an application to remain in the United Kingdom as a stateless person under the immigration rules^F206....^F198]

[^F207Persons granted section 67 leave

4B.A person who—

(a)has extant leave to remain as a person granted leave under paragraph 352ZG of the immigration rules, having been relocated to the United Kingdom pursuant to arrangements made by the Secretary of State under section 67 of the Immigration Act 2016, or a dependent child of such a person who has been granted “leave in line” under paragraph 352ZO of those rules;

(b)has been ordinarily resident in the United Kingdom and Islands throughout the period since the person was granted such leave; [^F208and^F208]

(c)is ordinarily resident in the United Kingdom on [^F209the course start date^F209].^F210...^F207]

^F211(d). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

[^F212Persons granted indefinite [^F213leave to enter or remain^F213] as a victim of domestic violence or domestic abuse [^F214and their children^F214]

4C.—(1)A person—

(a)granted indefinite [^F216leave to enter or remain^F216] in the United Kingdom under any of the following provisions of the immigration rules^F217...—

[^F218(i)paragraph VDA 9.1 of the Appendix Victim of Domestic Abuse; or

(ii)where such leave was granted before the coming into force of the Appendix Victim of Domestic Abuse, paragraph 289B (victims of domestic violence), paragraph D-DVILR.1.1. of Appendix FM (victims of domestic abuse) or paragraph 40 of Appendix Armed Forces (victims of domestic violence: partners of members of the armed forces);^F218]

(b)who has been ordinarily resident in the United Kingdom and the Islands since the person was granted such leave; and

(c)who is ordinarily resident in the United Kingdom on [^F219the course start date^F219].^F212]

[^F220(2)A person—

(a)granted indefinite leave to enter or remain;

(b)who—

(i)is the child of a person granted indefinite leave to enter or remain as a victim of domestic violence or domestic abuse; and

(ii)on the leave application date, was the child of the person granted indefinite leave to enter or remain as a victim of domestic violence or domestic abuse;

(c)who was under 18 on the leave application date;

(d)who has been ordinarily resident in the United Kingdom and Islands since the person was granted such leave; and

(e)who is ordinarily resident in the United Kingdom on the course start date.

(3)In this paragraph, “leave application date” means the date on which a person granted indefinite leave to enter or remain as a victim of domestic violence or domestic abuse made an application to remain in the United Kingdom on those grounds under the immigration rules.^F220]

[^F221Persons granted Calais leave

4D.A person who—

(a)has extant leave to remain in the United Kingdom under paragraph 352J, 352K, 352L or 352T (Calais leave and “leave in line” granted by virtue of being a dependent child of a person granted Calais leave) of the immigration rules^F222...;

(b)has been ordinarily resident in the United Kingdom and the Islands since the person was [^F223granted such leave to remain^F223]; [^F224and^F224]

(c)is ordinarily resident in the United Kingdom on [^F225the course start date^F225].^F226...^F221]

^F227(d). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

[^F228Persons granted indefinite [^F229leave to enter or remain^F229] as a bereaved partner [^F230and their children^F230]

4E.—(1)A person—

(a)granted indefinite [^F232leave to enter or remain^F232] in the United Kingdom ^F233...^F234...—

[^F235(i)[^F236under paragraph BP 11.1 of Appendix Bereaved Partner of the immigration rules^F236]; ^F237...

(ii)where such leave was granted before the coming into force of Appendix Bereaved Partner [^F238, under any of the following provisions of the immigration rules^F238]—

(aa)paragraph 288, as a person in relation to whom the requirements in paragraph 287(b) of those rules were met (bereaved partners);

(bb)paragraph 295N, as a person in relation to whom the requirements in paragraph 295M of those rules were met (bereaved partners);

(cc)paragraph D-BPILR.1.1 of Appendix FM (bereaved partners); or

(dd)paragraph 36 of Appendix Armed Forces (bereaved partner of a member of HM Forces);^F235]

[^F239(iii)under paragraph AF (GHK) 14.1 of Appendix GHK of the immigration rules, as a bereaved partner; or

(iv)where such leave was granted prior to 5th October 2023, outside the immigration rules, on the basis that the person was a bereaved partner of a Gurkha discharged before 1st July 1997;^F239]

(b)who has been ordinarily resident in the United Kingdom and Islands since the person was granted such leave; and

(c)who is ordinarily resident in the United Kingdom on [^F240the course start date^F240].^F228]

[^F241(2)A person—

(a)granted indefinite [^F242leave to enter or remain^F242];

(b)who—

(i)is the child of a person granted indefinite [^F242leave to enter or remain^F242] as a bereaved partner; and

(ii)on the leave application date, was the child of the person granted indefinite [^F242leave to enter or remain^F242] as a bereaved partner;

(c)who was under 18 on the leave application date;

(d)who has been ordinarily resident in the United Kingdom and Islands since the person was granted such leave; and

(e)who is ordinarily resident in the United Kingdom on the course start date.

(3)In this paragraph, “leave application date” means the date on which a person granted indefinite [^F243leave to enter or remain^F243] as a bereaved partner made an [^F244application to enter or remain^F244] in the United Kingdom on those grounds under the immigration rules[^F245or, in the case of a person referred to in sub-paragraph (1)(a)(iv), outside the immigration rules^F245].^F241]

[^F246Persons granted humanitarian protection and their family members

5.—(1)A person granted humanitarian protection who is ordinarily resident in the United Kingdom on [^F247the course start date^F247].

(2)A person—

(a)who is the spouse or civil partner of a person granted humanitarian protection;

(b)who was the spouse or civil partner of the person granted humanitarian protection on the date on which that person applied for asylum (the “asylum application date”); ^F248...

(c)[^F249who is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since being given leave to enter or remain in the United Kingdom; and

(d)who is ordinarily resident in the United Kingdom on [^F250the course start date^F250].^F249]

(3)A person—

(a)who is the child of a person granted humanitarian protection or the child of the spouse or civil partner of a person granted humanitarian protection;

(b)who, on the asylum application date, was the child of that person or the child of a person who was the spouse or civil partner of the person granted humanitarian protection on that date;

(c)who was under 18 on the asylum application date; ^F251...

(d)[^F252who is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since being given leave to enter or remain in the United Kingdom; and

(e)who is ordinarily resident in the United Kingdom on [^F253the course start date^F253].^F252,F246]]

[^F254Persons granted leave under one of the Afghan Schemes and their family members^F254]

5A.[^F255—(1)^F255] A person granted leave under [^F256one of the Afghan Schemes^F256] who is ordinarily resident in the United Kingdom on [^F257the course start date^F257] .

[^F258(2)A person who—

(a)is the spouse or civil partner of a person granted leave under one of the Afghan Schemes;

(b)on the leave application date, was the spouse or civil partner of that person;

(c)is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since being granted leave to enter or remain in the United Kingdom; and

(d)is ordinarily resident in the United Kingdom on the course start date.

(3)A person who—

(a)is—

(i)the child of a person granted leave under one of the Afghan Schemes; or

(ii)the child of the spouse or civil partner of a person granted leave under one of the Afghan Schemes;

(b)on the leave application date was—

(i)the child of the person granted leave under one of the Afghan Schemes; or

(ii)the child of a person who was the spouse or civil partner of a person granted leave under one of the Afghan Schemes on that date;

(c)was under 18 on the leave application date;

(d)is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since being given leave to enter or remain in the United Kingdom; and

(e)is ordinarily resident in the United Kingdom on the course start date.

(4)In this paragraph “leave application date” means the date on which the person granted leave under one of the Afghan Schemes made an application for leave to enter or remain in the United Kingdom.^F258]

[^F259Evacuated or assisted British nationals from Afghanistan

5B.An evacuated or assisted British national from Afghanistan who is ordinarily resident in the United Kingdom on [^F260the course start date^F260].^F259]

[^F261Persons granted leave under one of the Ukraine Schemes and their family members

5C.—(1)A person granted leave under one of the Ukraine Schemes, who is ordinarily resident in the United Kingdom on the course start date.

(2)A person who—

(a)is the spouse or civil partner of a person granted leave under one of the Ukraine Schemes;

(b)on the leave application date, was the spouse or civil partner of that person;

(c)is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since being granted leave to enter or remain in the United Kingdom; and

(d)is ordinarily resident in the United Kingdom on the course start date.

(3)A person who—

(a)is—

(i)the child of a person granted leave under one of the Ukraine Schemes; or

(ii)the child of the spouse or civil partner of a person granted leave under one of the Ukraine Schemes;

(b)on the leave application date, was—

(i)the child of the person granted leave under one of the Ukraine Schemes; or

(ii)the child of a person who was the spouse or civil partner of a person granted leave under one of the Ukraine Schemes on that date;

(c)was under 18 on the leave application date;

(d)is ordinarily resident in the United Kingdom and Islands and has not ceased to be so resident since being given leave to enter or remain in the United Kingdom; and

(e)is ordinarily resident in the United Kingdom on the course start date.

(4)In this paragraph “leave application date” means the date on which the person granted leave under one of the Ukraine Schemes made an application for leave to enter or remain in the United Kingdom.^F261]

Workers, employed persons, self-employed persons and their family members

[^F2626.—(1)A person who—

(a)is—

(i)an EEA migrant worker or an EEA self-employed person;

(ii)a Swiss employed person or a Swiss self-employed person;

(iii)a family member of a person mentioned in paragraph (i) or (ii);

(iv)an EEA frontier worker or an EEA frontier self-employed person;

(v)a Swiss frontier employed person or a Swiss frontier self-employed person; or

(vi)a family member of a person mentioned in paragraph (iv) or (v);

(b)subject to sub-paragraph (2), is ordinarily resident in the United Kingdom on the first day of the first academic year of the course; and

(c)has been ordinarily resident in the territory comprising [^F263the United Kingdom,^F263] the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course.

(2)Paragraph (b) of sub-paragraph (1) does not apply where the person falls within paragraph (a)(iv), (v) or (vi) of that sub-paragraph.^F262]

[^F2646A.—(1)A person with protected rights, or a frontier worker within the meaning of regulation 3 of the Citizens’ Rights (Frontier Workers) (EU Exit) Regulations 2020, who—

(a)is—

(i)an EEA migrant worker or an EEA self-employed person;

(ii)a Swiss employed person or a Swiss self-employed person;

(iii)a family member of a person mentioned in sub-paragraph (i) or (ii);

(iv)an EEA frontier worker or an EEA frontier self-employed person;

(v)a Swiss frontier employed person or a Swiss frontier self-employed person; or

(vi)a family member of a person mentioned in sub-paragraph (iv) or (v);

(b)subject to sub-paragraph (2), is ordinarily resident in the United Kingdom on the first day of the first academic year of the course; and

(c)has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course.

(2)Paragraph (b) of sub-paragraph (1) does not apply where the person applying for support falls within paragraph (a)(iv), (v) or (vi) of sub-paragraph (1).

(3)In this paragraph, a description of a person in sub-paragraph(1)(a)(i) is to be read as if it includes a relevant person of Northern Ireland who would, if that person were an EEA national or solely an EEA national, be an EEA migrant worker or an EEA self-employed person.^F264]

7.[^F265—(1)^F265] A person who—

(a)is ordinarily resident in the United Kingdom on the first day of the first academic year of the course;

(b)has been ordinarily resident in the territory comprising [^F266the United Kingdom,^F266] the [^F267European Economic Area, Switzerland and the overseas territories^F267] throughout the three-year period preceding the first day of the first academic year of the course; and

(c)^M17is entitled to support by virtue of Article 12 of Council Regulation (EEC) No. 1612/68 on the freedom of movement of workers , as extended by the EEA Agreement.

[^F268(2)Any description of person who would have fallen within this paragraph immediately before IP completion day is to be treated as falling within this paragraph on and after IP completion day.^F268]

[^F2697A.—(1)A person with protected rights who—

(a)is ordinarily resident in the United Kingdom on the first day of the first academic year of the course;

(b)has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course; and

(c)is entitled to support by virtue of Article 10 of Regulation (EU) No. 492/2011 of the European Parliament and of the Council of 5 April 2011 on freedom of movement for workers within the Union (“the Workers Regulation”), as it had effect immediately before IP completion day, as extended by the EEA Agreement, as it had effect immediately before IP completion day.

(2)For the purposes of sub-paragraph (1)(c), in Article 10 of the Workers Regulation—

(a)the reference to a “national of a Member State” is to be read as including a relevant person of Northern Ireland; and

(b)the reference to “another Member State” is to be read as including the United Kingdom, and the references to “that State” construed accordingly.^F269]

Persons who are settled in the United Kingdom and have exercised a right of residence elsewhere

8.—(1) A person who—

(a)is settled in the United Kingdom;

(b)left the United Kingdom and exercised a right of residence [^F270before IP completion day^F270] after having been settled in the United Kingdom;

(c)is ordinarily resident in the United Kingdom on [^F271the course start date^F271] ;

(d)has been ordinarily resident in the territory comprising [^F272the United Kingdom,^F272] the [^F273European Economic Area, Switzerland and the overseas territories^F273] throughout the three-year period preceding the first day of the first academic year of the course; and

(e)in a case where his ordinary residence referred to in paragraph (d) was wholly or mainly for the purposes of receiving full-time education, was ordinarily resident in the territory comprising [^F274the United Kingdom, Gibraltar,^F274] the European Economic Area and Switzerland immediately before the period of ordinary residence referred to in paragraph (d).

(2) For the purposes of this paragraph, a person has exercised a right of residence if he is a United Kingdom national, a family member of a United Kingdom national for the purposes of Article 7 of Directive 2004/38 (or corresponding purposes under the EEA Agreement or Swiss Agreement) or a person who [^F275had the right^F275] of permanent residence who in each case has exercised a right under Article 7 of Directive 2004/38 or any equivalent right under the EEA Agreement or Swiss Agreement in a state other than the United Kingdom or, in the case of a person who is settled in the United Kingdom and [^F275had the right^F275] of permanent residence, if he [^F276has gone^F276] to the state within the territory comprising the European Economic Area and Switzerland of which he is a national or of which the person in relation to whom he is a family member is a national.

[^F277(3)For the purposes of sub-paragraph (2), a person had the right of permanent residence if they had a right which arose under Directive 2004/38 to reside permanently in the United Kingdom without restriction.^F277]

[^F2788A.—(1)A person who—

(a)is settled in the United Kingdom;

(b)left the United Kingdom and exercised a right of residence before IP completion day after having been settled in the United Kingdom;

(c)was ordinarily resident immediately before IP completion day—

(i)in the territory comprising the European Economic Area, Switzerland and the overseas territories; or

(ii)in the United Kingdom, where that ordinary residence began after 31st December 2017 immediately following a period of ordinary residence in the territory comprising the European Economic Area, Switzerland and the overseas territories,

and has remained ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the period beginning on IP completion day and ending immediately before the first day of the first academic year of the course;

(d)is ordinarily resident in the United Kingdom on [^F279the course start date^F279];

(e)has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course; and

(f)in a case where the person’s ordinary residence referred to in paragraph (e) was wholly or mainly for the purposes of receiving full-time education, was ordinarily resident in the territory comprising the United Kingdom, Gibraltar, the European Economic Area and Switzerland immediately before the period of ordinary residence referred to in paragraph (e).

(2)For the purposes of this paragraph, a person has exercised a right of residence if that person is a United Kingdom national, a family member of a United Kingdom national for the purposes of Article 7 of Directive 2004/38 (or corresponding purposes under the EEA Agreement or Swiss Agreement) or a person who had the right of permanent residence who in each case has exercised a right under Article 7 of Directive 2004/38 or any equivalent right under the EEA Agreement or Swiss Agreement in a state other than the United Kingdom or, in the case of a person who is settled in the United Kingdom and had the right of permanent residence, if the person has gone to the state within the territory comprising the European Economic Area and Switzerland of which the person is a national or of which the person in relation to whom the person is a family member is a national.

(3)For the purposes of sub-paragraph (2), a person had the right of permanent residence if they had a right which arose under Directive 2004/38 to reside permanently in the United Kingdom without restriction.^F278]

[^F280EU nationals^F280][^F281etc.^F281]

9.—(1) A person who—

(a)is either—

(i)an [^F282EU national^F282] on the first day of an academic year of the course; or

(ii)a family member of a such a person;

(b)is undertaking the course in the United Kingdom;

[^F283(c)[^F284subject to sub-paragraph (1A),^F284] has been ordinarily resident in the territory comprising [^F285the United Kingdom,^F285] the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course; and^F283]

^F286(d). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(e)subject to sub-paragraph (2), whose ordinary residence in the relevant territory has not during any part of the period referred to in [^F287paragraph (c)^F287] been wholly or mainly for the purpose of receiving full-time education.

[^F288(1A)Paragraph (c) of sub-paragraph (1) does not apply to a family member of a person who—

(a)is—

(i)a United Kingdom national who has exercised a right to reside in the territory of a Member State under Article 7(1) of Directive 2004/38; or

(ii)an EU national; and

(b)has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course.^F288]

(2) Paragraph (e) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the relevant territory in accordance with regulation 2(4).

[^F289(3)Any description of person who would have fallen within this paragraph immediately before IP completion day is to be treated as falling within this paragraph on and after IP completion day.^F289]

[^F2909A.—(1)A person with protected rights—

(a)who is —

(i)an EU national on the first day of the first academic year of the course;

(ii)a family member of a person mentioned in sub-paragraph (i); or

(iii)a family member of a relevant person of Northern Ireland;

(b)who is undertaking the course in the United Kingdom;

(c)who, subject to sub-paragraph (2), has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course; and

(d)subject to sub-paragraph (3), whose ordinary residence in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories has not during any part of the period referred to in paragraph (c) been wholly or mainly for the purpose of receiving full-time education.

(2)Paragraph (c) of sub-paragraph (1) does not apply to a family member of a person who—

(a)is an EU national or a relevant person of Northern Ireland; and

(b)has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course.

(3)Paragraph (d) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories in accordance with regulation 2(4).^F290]

[^F290United Kingdom nationals

9B.—(1)A person—

(a)who is—

(i)a United Kingdom national on the first day of an academic year of the course; or

(ii)a family member of a person mentioned in sub-paragraph (i);

(b)who was ordinarily resident immediately before IP completion day—

(i)in the territory comprising the European Economic Area, Switzerland and the EU overseas territories; or

(ii)in the United Kingdom, where that ordinary residence began after 31st December 2017immediately following a period of ordinary residence in the territory comprising the European Economic Area, Switzerland and the EU overseas territories,

and has remained ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the EU overseas territories throughout the period beginning on IP completion day and ending immediately before the first day of the first academic year of the course;

(c)who is undertaking the course in the United Kingdom;

(d)who, subject to sub-paragraph (2), has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course; and

(e)subject to sub-paragraph (3), whose ordinary residence in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories has not during any part of the period referred to in paragraph (d) been wholly or mainly for the purpose of receiving full-time education.

(2)Paragraph (d) of sub-paragraph (1) does not apply to the family member of a United Kingdom national, where that United Kingdom national—

(a)had, before IP completion day, exercised a right to reside in the territory of a Member State under Article 7(1) of Directive 2004/38; and

(b)has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course.

(3)Paragraph (e) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories in accordance with regulation 2(4).

(4)Where a person (“P”) falls within sub-paragraph (1)(a)(ii), the person in relation to whom P is a family member must also meet the requirements of sub-paragraph (1)(b) and (d).

(5)In this paragraph, “EU overseas territories” means Aruba; Faroe Islands; French Polynesia; French Southern and Antarctic Territories; Mayotte; Greenland; Netherlands Antilles (Bonaire, Curaçao, Saba, Sint Eustatius, Sint Maarten); St Barthélemy; St Pierre et Miquelon; the Territory of New Caledonia and Dependencies; and Wallis and Futuna.^F290]

[^F2919BA.—(1)A person—

(a)who is an Irish citizen on the first day of an academic year of the course;

(b)who was ordinarily resident immediately before IP completion day—

(i)in the territory comprising the European Economic Area, Switzerland and the EU overseas territories; or

(ii)in the United Kingdom, where that ordinary residence began after 31st December 2017immediately following a period of ordinary residence in the territory comprising the European Economic Area, Switzerland and the EU overseas territories,

and has remained ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the EU overseas territories throughout the period beginning on IP completion day and ending immediately before the first day of the first academic year of the course;

(c)who is undertaking the course in the United Kingdom;

(d)who has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course; and

(e)subject to sub-paragraph (2), whose ordinary residence in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories has not during any part of the period referred to in paragraph (d) been wholly or mainly for the purpose of receiving full-time education.

(2)Paragraph (e) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories in accordance with regulation 2(4).

(3)In this paragraph, “EU overseas territories” means Aruba; Faroe Islands; French Polynesia; French Southern and Antarctic Territories; Mayotte; Greenland; Netherlands Antilles (Bonaire, Curaçao, Saba, Sint Eustatius, Sint Maarten); St Barthélemy; St Pierre et Miquelon; the Territory of New Caledonia and Dependencies; and Wallis and Futuna.^F291]

[^F2909C.—(1)[^F292Subject to paragraphs (3) and (4),^F292] A person—

(a)who is—

(i)[^F293a person who is settled in the United Kingdom^F293]^F294...; ^F295...

(ii)a family member of a person mentioned in sub-paragraph (i) [^F296, or who would be such a person if they were ordinarily resident in the United Kingdom^F296]; [^F297or

(iii)a person who is a British citizen and who—

(aa)was born in the British Indian Ocean Territory or, prior to 8th November 1965, in those islands designated as the British Indian Ocean Territory on that date; or

(bb)is a direct descendant of a person who was born in the British Indian Ocean Territory or, prior to 8th November 1965, in those islands designated as the British Indian Ocean Territory on that date;^F297]

(b)who is undertaking the course in the United Kingdom;

(c)who has been ordinarily resident in the specified British overseas territories for at least part of the three year period preceding the first day of the first academic year of the course;

(d)who has been ordinarily resident in the territory comprising the United Kingdom, the Islands and the specified British overseas territories throughout the three-year period preceding the first day of the first academic year of the course; and

(e)subject to sub-paragraph (2), whose ordinary residence in the territory comprising the United Kingdom, the Islands and the specified British overseas territories has not during any part of the period referred to in paragraph (d) been wholly or mainly for the purpose of receiving full-time education.

(2)Paragraph (e) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the territory comprising the United Kingdom, the Islands and the specified British overseas territories in accordance with regulation 2(4).^F290]

[^F298(3)For the purposes of paragraphs (c) and (d) of sub-paragraph (1), a person mentioned in paragraph (a)(iii) of sub-paragraph (1) is treated as being ordinarily resident in the specified British overseas territories in any period before the first day of the first academic year of the course in which they are not ordinarily resident in the United Kingdom or the Islands.

(4)Paragraph (e) of sub-paragraph (1) does not apply to a person mentioned in paragraph (a)(iii) of that sub-paragraph.^F298]

[^F2909D.—(1)A person—

(a)who is a family member of a person who is [^F299settled in the United Kingdom^F299] on the first day of the first academic year of the course;

(b)who is undertaking the course in the United Kingdom;

(c)who has been ordinarily resident in the United Kingdom and Islands throughout the three-year period preceding the first day of the first academic year of the course; and

(d)subject to sub-paragraph (2), whose ordinary residence in the United Kingdom and Islands has not during any part of the period referred to in paragraph (c) been wholly or mainly for the purpose of receiving full-time education.

(2)Paragraph (d) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the United Kingdom and Islands in accordance with regulation 2(4).^F290]

[^F290Persons resident in Gibraltar

9E.—(1)A person—

(a)who is—

(i)a United Kingdom national who has resident status in Gibraltar granted by the Government of Gibraltar;

(ii)a family member of a United Kingdom national, where that family member has resident status in Gibraltar granted by the Government of Gibraltar;

(iii)an EU national who has a right of residence in Gibraltar arising under the EU withdrawal agreement; or

(iv)a family member of an EU national, where that family member has a right of residence in Gibraltar arising under the EU withdrawal agreement;

(b)who is undertaking the course in the United Kingdom;

(c)who, subject to paragraph (2), has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course; and

(d)subject to sub-paragraph (3), whose ordinary residence in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories has not during any part of the period referred to in paragraph (c) been wholly or mainly for the purpose of receiving full-time education.

(2)Paragraph (c) of sub-paragraph (1) does not apply to a family member of a person who—

(a)is an EU national or a relevant person of Northern Ireland; and

(b)has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course.

(3)Paragraph (d) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories in accordance with regulation 2(4).^F290]

[^F300EU nationals ordinarily resident in the United Kingdom and Islands^F300]

10.—(1) A person who—

(a)is [^F301an EU national^F301] on the first day of the first academic year of the course;

(b)is ordinarily resident in the United Kingdom on the first day of the first academic year of the course;

(c)has been ordinarily resident in the United Kingdom and Islands throughout the three-year period immediately preceding the first day of the first academic year of the course; and

(d)in a case where his ordinary residence referred to in paragraph (c) was wholly or mainly for the purpose of receiving full-time education, was ordinarily resident in the territory comprising [^F302the United Kingdom,^F302] the [^F303European Economic Area, Switzerland and the overseas territories^F303] immediately prior to the period of ordinary residence referred to in paragraph (c).

(2) Where a state accedes to the European Community after the first day of the first academic year of the course and a person is a national of that state, the requirement in paragraph (a) of sub-paragraph (1) to be [^F304an EU national^F304] on the first day of the first academic year of the course is treated as being satisfied.

[^F30510A.A person with protected rights who—

(a)is an EU national on the first day of the first academic year of the course;

(b)is ordinarily resident in the United Kingdom on the first day of the first academic year of the course;

(c)has been ordinarily resident in the United Kingdom and Islands throughout the three-year period immediately preceding the first day of the first academic year of the course; and

(d)in a case where the person’s ordinary residence referred to in paragraph (c) was wholly or mainly for the purpose of receiving full-time education, was ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories immediately prior to the period of ordinary residence referred to in paragraph (c).^F305]

Children of Swiss nationals

11.[^F306—(1)^F306] A person who—

(a)is the child of a Swiss national who is entitled to support in the United Kingdom by virtue of article 3(6) of Annex 1 to the Swiss Agreement;

(b)is ordinarily resident in the United Kingdom on the first day of the first academic year of the course;

(c)has been ordinarily resident in the territory comprising [^F307the United Kingdom,^F307] the [^F308European Economic Area, Switzerland and the overseas territories^F308] throughout the three-year period preceding the first day of the first academic year of the course; and

(d)in a case where his ordinary residence referred to in paragraph (c) was wholly or mainly for the purpose of receiving full-time education, was ordinarily resident in the territory comprising [^F309the United Kingdom, Gibraltar,^F309] the European Economic Area and Switzerland immediately before the period of ordinary residence referred to in paragraph (c).

[^F310(2)Any description of person who would have fallen within this paragraph immediately before IP completion day is to be treated as falling within this paragraph on and after IP completion day.^F310]

[^F31111A.A person with protected rights who—

(a)is the child of a Swiss national who is entitled to support in the United Kingdom by virtue of Article 18(2) of the Swiss citizens’ rights agreement;

(b)is ordinarily resident in the United Kingdom on the first day of the first academic year of the course;

(c)has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course; and

(d)in a case where the person’s ordinary residence referred to in paragraph (c) was wholly or mainly for the purpose of receiving full-time education, was ordinarily resident in the territory comprising the United Kingdom, Gibraltar, the European Economic Area and Switzerland immediately prior to the period of ordinary residence referred to in paragraph (c).^F311]

Children of Turkish workers

12. A person who—

(a)is the child of a Turkish worker;

(b)is ordinarily resident in the United Kingdom on the first day of the first academic year of the course; and

(c)has been ordinarily resident in the territory comprising [^F312the United Kingdom,^F312] the [^F313European Economic Area, Switzerland, Turkey and the overseas territories^F313] throughout the three-year period preceding the first day of the first academic year of the course.

[^F31412A.A person who—

(a)is the child of a Turkish worker (“T”), where T was ordinarily resident in the United Kingdom immediately before IP completion day;

(b)immediately before IP completion day—

(i)was the child of T; and

(ii)was ordinarily resident in the United Kingdom;

(c)is ordinarily resident in the United Kingdom on the first day of the first academic year of the course; and

(d)has been ordinarily resident in the territory comprising the United Kingdom, the European Economic Area, Switzerland, Turkey and the overseas territories throughout the three-year period preceding the first day of the first academic year of the course.^F314]

[^F315Long Residence

13.—(1)A person—

(a)who on the first day of the first academic year of the course either—

(i)is under the age of 18 and has lived in the United Kingdom throughout the seven-year period preceding the first day of the first academic year of the course; or

(ii)is aged 18 or above and, preceding the first day of the first academic year of the course, has lived in the United Kingdom throughout either—

(aa)half their life; or

(bb)a period of twenty years;

(b)who is ordinarily resident in the United Kingdom on the first day of the first academic year of the course;

(c)who has been ordinarily resident in the United Kingdom and Islands throughout the three-year period preceding the first day of the first academic year of the course; and

(d)subject to sub-paragraph (2), whose residence in the United Kingdom and Islands has not during any part of the period referred to in paragraph (c) been wholly or mainly for the purpose of receiving full-time education.

(2)Paragraph (d) of sub-paragraph (1) does not apply to a person who is treated as being ordinarily resident in the United Kingdom and Islands in accordance with regulation 2(4).^F315]

SCHEDULE 2

Regulation 6

PART 1Research Councils

1. The Arts and Humanities Research Council.

2. The Biotechnology and Biological Sciences Research Council.

3. The Council for the Central Laboratory of the Research Councils.

4. The Economic and Social Research Council.

5. The Engineering and Physical Sciences Research Council.

6. The Medical Research Council.

7. The Natural Environment Research Council.

8. The Particle Physics and Astronomy Research Council.

Regulation 6

PART 2Institutions

9. The British Academy.

10. The British Museum (Natural History).

11. The Council for the Central Laboratory of the Research Councils.

12. The Royal Academy of Engineering.

13. The Royal Society.