Apprenticeship Levy Transfers

The apprenticeship levy is already giving us the opportunity to invest in high-quality training, helping to recruit and develop employees to get the future skills needed to thrive and succeed.

As a large levy-paying employer we can transfer up to 25% of our apprenticeship levy funds to other employers, helping to boost the number of high-quality apprenticeships across the county.

More detailed guidance can be found on transferring unused apprenticeship funds to other employers on the government website.

Our Vision

The 2030 Vision is a collective ambition to make Surrey a uniquely special place for people to live, work and learn, and where no one is left behind.

We want to see levy transfers generate apprenticeship opportunities which support our objective to grow a sustainable economy and offer inclusive career pathways into employment that our residents can advance from.

At the same time, where we can, we will prioritise our levy transfer funds to address Surrey's skills shortages or support businesses to recover in a post pandemic economy.

Who can receive transferred funds?

We can transfer funds to employers for new apprenticeship starts, particularly where the funds will create an apprenticeship that would not have been created without the funds. This can include new apprentices or existing employees undertaking an apprenticeship. We are not able to transfer funds for apprenticeships that have already started.

Receiving employers should be Surrey employers or organisations that deliver services in Surrey.

Priorities

We receive a high level of demand for support and our transfer funds are limited. Applications will be processed in the order in which they are received and they will need to demonstrate how the apprenticeship will contribute to at least one of these strategic priority aims:

  • supporting an apprentice who has been made redundant though the COVID-19 pandemic
  • support someone on the kickstart scheme to access an apprenticeship programme
  • support the business recovery from COVID-19 - apprenticeship opportunities that will support recovery from the COVID-19 pandemic e.g. employing new staff to fill skills gaps or to developing new skills for existing staff due to a change in practice
  • No one left behind: Creating apprenticeship opportunities for disadvantaged groups who live in Surrey. (e.g. looked after children, care leavers; NEETs; those with special educational needs or disabilities; long term unemployed and those from under-represented groups).
  • A non-levy payer who can only access apprenticeships via a transfer of funds.
  • Supporting learn to earn transitions: an apprenticeship that provides a career change at any stage to earn and learn whether a new apprentice, current apprentice or existing member of staff that clearly demonstrates progression. (E.g. progression of level for the individual, or Higher or Degree Apprenticeships).
  • Enabling businesses and workers to benefit from growth in the identified Surrey skills shortage sectors of Science, Technology, Engineering and Mathematics (STEM)
  • Those working with vulnerable adults and children
  • Apprenticeships that support the council's aim to enable a greener future

Applying for a levy transfer

Apply for an apprenticeship levy transfer

You will be notified of the outcome of your application within 10 working days.

The Criteria

Before completing the application form, employers should ensure they meet the following criteria:

  • The receiving organisation must have a specific presence in Surrey, either located in or delivering services in the county.
  • The employer will need to pay for the salaries of apprentices. The transfer of funds can only be used for the apprenticeship training costs.
  • Funds can only be used for new apprenticeship courses.
  • Funds can only be used to pay for apprenticeship standards. View the current apprenticeship standards.
  • We expect employers receiving levy transfers to pay a competitive salary to apprentices for the occupation they are training for and at least the national minimum wage.
  • It is the employer's responsibility to select the training provider of their choice and manage the relationship with them.
  • Where the receiving employer is already an apprenticeship levy payer, they must have already spent their levy for the year before applying to Surrey's fund.
  • The request must be for future apprenticeships. The request cannot be backdated on training that has already commenced.
  • SCC will only provide the transfer in accordance with the ESFA funding rules. Receiving employers must ensure they meet the eligibility criteria.

The Application Form

Employers interested in applying for a levy transfer will need to apply online using the application form. One application should be made for each individual apprenticeship funding request. SCC may restrict the number of applications per organisation depending on funding availability or to balance the needs of different strategic priorities.

Applicants will need to provide the following information:

  • Title and Level of apprenticeship standard
  • Details of which priority aim(s) the apprenticeship will meet and how it will meet this aim
  • Confirmation that an agreement with a learning provider is not already in place for the apprenticeship
  • An indication of the longer-term plans for the apprentice on completion of their apprenticeship
  • Commitment to notify us about any changes to and the outcome of the apprenticeship

Assessment Process

  • Applications will be administered by Surrey County Council's Apprenticeship Team.
  • Applications will be scored against the priority aim(s) they have specified. Applications against each priority aim may be limited so that all priority aims can be supported by the levy transfer scheme.
  • As levy transfers can only be made against a named apprentice, 'approval in principle' will be granted until the apprentice/s has been recruited and the learning provider identified. Approval in principle will remain in place for a period of 8 weeks from the date of approval. After this period, any transfers that have not commenced in the digital account will need to be re-applied for.
  • Applications will be evaluated on a first come first served basis and scored against the application criteria at appendix A.
  • Applications against each priority aim may need to be limited to ensure fair distribution of the limited transfer funds available. Applicants will be notified in this instance and advised when the priority aims will be refreshed.
  • The application window will remain open until levy transfer funds are no longer available. Information about the status of the application window will be published on the SCC website.
  • For monitoring and forecasting purposes, receiving employers will also need to commit to notifying the Council on the outcome of the apprenticeship.

How to apply

Apply for an apprenticeship levy transfer

You will be notified of the outcome of your application within 10 working days.

If you have any questions, please get in touch with us at apprenticeships@surreycc.gov.uk