Rebecca Guerriero

Monthly payments report, payments recorded in the levy payments

Created

Hi,

We have a learner showing on the Apprentice monthly payments report that has amounts recorded in the three columns headed:

May (R10) levy payments

May (R10) co-investment payments

May (R10) co-investment (below band upper limit) due from employer

The employer is a levy employer who has exceeded their levy budget and had been due to pay co-investment for a few months prior to this, but this is the first month we have seen anything in the 'levy' column. There was noting in the June Levy column, but an amount appeared again in the July levy column. What does this mean please and do we need to do anything with it?

The total payments for the month is the total of the 1st 2 columns (excluding the employers co-investment payment due).

Thanks all.

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Steve Hewitt

Where an employer is on the *edge* of not having enough money in their Levy account (and, bear in mind, money comes into the account every month depending on the precise size of their payroll that month) this can happen. So it looks like they had sufficient to cover this learner in June, but not in May or July. Easiest way to see it is the Employer co-investment contributions report where I suspect it will say £0 for this learner in June.

Rebecca Guerriero

Hi, the co-investment report shows co-investment is due for all 3 months, but the amount due for June is 5% of the normal monthly payment due (what we would except) and the May and July co-investments due from employer amounts are less than that.

Steve Hewitt

Oh, I seeeeeeeeeee.

So, it's kind of the opposite of what I said before! They'd completely run out of money in June, hence the full 5%, but *not quite* run out of money in May and July so it's partially Levy, partially not. 

Rebecca Guerriero

Aha, thank you :)

Ruth Canham-James

It's a fun game keeping track of these! We get lots like this. No levy some months, full payments sometimes, and part payments in others. We have to keep a separate tracker for it all. We only check and invoice quarterly, as the amounts can be tiny. We don't wait until the end as employers get less inclined to pay once the apprentice has left, and we lose the whole completion payment if we don't collect the required co-investment.

It can happen if their PAYE has been higher in a given month so they've paid more in, or if they have multiple apprentices and one has just finished, so the money that was going to that one is now available. ESFA allocate funds where there are multiple apprentices, based on start date (then ULN I think for any starting on the same date), so it's usually the same apprentices that fall into insufficient funds.