Early Leaver with Co Investment payment

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This topic contains 2 replies, has 3 voices, and was last updated by  Jo P 1 month ago.

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  • old25
    Participant

    We have had an employer who has paid the full amount of their co-investment up front for an apprentice, however the apprentice has left after a month. I want know if we can pay the company back the co-investment payment minus their contribution for the month in learning?

    thanks

     
    #229923

    Martin West
    Participant

    Hi,
    The guidance is as follows:
    707. 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.
    HTH

     
    #229938

    Jo P
    Participant

    Hi

    Just to let you know, when the PFA auditors were in last August they asked for a copy of our refunds policy, specifically covering refunds to employers where learners leave early. So it’s worth having a policy formally documented.

    Jo

     
    #229951
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