Progression to HE Conference 7th July 2010 Lucy Marwood Student Finance Consultant East Midlands Aims for Today 1. Recap on recent changes and operational developments for 2010/2011 2. Developments in Practitioner Resources 3. Demonstration of the Student Finance Calculator 4. New Online Application – April 2010 (Including Online Self Service) 5. Key messages and looking ahead to 2011 HE Entrants SFE background 2005 Review of student finance 2006 Ministerial decision Change of responsibility New IAG strategy via for processing to SLC partner engagement Move towards online Processing: Transition Period to March 2011 RESPONSIBILITY FOR ASSESSING APPLICATIONS Academic New Students Continuing Students Year (Year 1) Year 2 Year 3 Year 4 plus 2008/09 Local Local Local Local Authorities Authorities Authorities Authorities 2009/10 Student Finance Local Local Local England Authorities Authorities Authorities 2010/11 Student Finance Student Finance Local Local England England Authorities Authorities 2011/12 Student Finance Student Finance Student Finance Student Finance England England England England Annual Cycle Changes HE finance Research Applications for student finance Y12 ends Summer Y13: Autumn Winter Spring Summer Start HE Research Applications for HE places HE choice Design Concepts of New Service • Links with the UCAS Application Process • Further enhancements to online calculator to inform choices when applying through UCAS • Use of Prior Tax Year for all applicants • Option to review on “current income” • Simplified evidence requirements Key Processing Developments • Additional assessment staff recruited • New technology to support contact centre enquiry handling • Large-scale staff training/updating underway • Document Imaging technology now in place • Introduction of automated assessments imminent • Online self service for application enquiries (cover later) • Online change of circumstances in time for A level results Developments in Practitioner Resources Online support Students, Customer parents & www.direct.gov.uk/studentfinance website partners Practitioner www.practitioners.studentfinanceengland.co.uk website Practitioners Practitioner firstname.lastname@example.org helpline team Local SFC See practitioner website Telephone support Assisting a Customer helpline 0845 300 5090 student? Explanation of Practitioner 0845 602 0583 regulations? helpline Local support Student Finance See Practitioner needed? Consultant Website Practitioners’ Web Site Latest news updated regularly Core resources available from Practitioners‟ Website Scripted PowerPoint presentations updated for 2010/11 to help partners to deliver student finance IAG to students Core information contained in updated Practitioners‟ Pack Resources available from Practitioners‟ Website to outline new online application EITHER Videos can be run over the Internet Download a “zipped” folder with Demonstration Account This „dummy‟ version of the Student Finance Online Service opens in your browser. You can see every screen of the online application, with extra help added to explain common problems. Download the files and save them on to your computer to start. This demo is for demonstrative purposes, and does not mirror the interactive nature of the live Student Finance system. This version of the online application demo does not contain help videos. This reduces the file size to make it easier to download. Videos available separately – see earlier Detailed policy and operational guidance for specialist advisers Demo of the Student Finance Calculator New Online Student Finance Application: April 2010 Design Concepts of New Application • Improved screen layouts and simplified questions • Improved “sponsor” linking – new applicants will not need to use an Alias ID • Links back to Student Finance Calculator • Clearer Summary Screen to explain what is happening with the application and what to do next • Evidence screen for customers to track evidence items New Student Finance Entitlement Letter • Combines former Notice of Entitlement & Payment Schedule • Colour coded to illustrate separate payments to HEI and student • Securely confirms bank account • Provides a breakdown of the calculation • Additional sections to clearly explain next steps to receiving payment Online Self Service Application Enquiries Web-based Information Sources • On the Direct.Gov website, there is a range of information and help • Having applied online, students can check the progress of their application through their online account • Having applied online, students can update their bank details/term-time address/other contact details online • The general position with processing applications and other hints and tips are updated regularly on Student Finance England's Facebook and Twitter pages Social Media Service updates Deadline updates Application guidance Evidence return estimates Key messages to take away • Apply early. Its still not too late to apply for support for September 2010 • Complete and submit the online application • Supply the correct information and documentary evidence. For 2010/2011 entrants we require financial information for the year ended 5th April 2009 • Sign and return the online declaration form Looking Ahead 2011/12 and Beyond http://hereview.independent.gov.uk/hereview/ As soon as we have more definitive information to share with partners we will ……….. ………………..so please keep us up-to-date with any changes to your contact details. Thank you Your Student Finance Consultant East Midlands • Lucy Marwood • Email: email@example.com • Blackberry: 07979 938208 Please bear in mind that the Customer Support Office and Practitioner Support Team will be the first port of call for enquiries from customers and partners.
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