Co-Investment Payment from Second Employer?

Hi, yes I believe so, we have had a few of these. We refund the first employer for the remaining delivery and then charge the remaining 5% to the new employer, we also record it on the ILR.

Yes, you do have to charge 5%, and you should also refund the first employer for about the same amount. Just be careful the you round carefully if the numbers end up with pence, so you don't end up £1 short! I always round our refunds down to the nearest pound, and our required co-investment up to the nearest pound. I really love 10 or 20 month apprenticeship where everything divides beautifully.

Ruth, do you charge an admin fee for refunds?

Sue

No, we don't charge an admin fee. It would just add an extra layer of complexity, and I'm not sure ESFA wouldn't frown on that.

Thanks Ruth.

Is it written down anywhere that we need to refund the first employer or is it left to the Training Provider to decide what their policy is?

Alison Robinson From the 21/22 Provider Apprenticeship rules;

P300 You must agree with the employer any reimbursement for employer co-investment
made for learning paid for, but not undertaken; or learning delivered, but not yet
paid up to the employee’s leave date, or the date of their break in learning, as
needed.

PSM says;

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

We definitely should refund, but I don't think the rules are ever more strong that "should". We sometimes round our refund down a little just to ensure we don't accidentally record too little PMR, but we don't do it to impose any sort of admin fee. We refund for full withdrawals too.