Levy Transfer Expression of Interest
Health Education England offers a free match-making service to broker Levy transfer opportunities.
The transfer opportunity provides a way to productively utilise unspent Levy funds to support wider regional workforce skills and development needs or to engage with employers in your existing supply chain. Up to 25% of unspent Levy funds can be transferred to other Levy paying, or non-Levy paying organisations. Transfers of Levy funds can also be made to multiple organisations.
Transferring your apprenticeship levy to another business - GOV.UK
Employers who wish to receive a transfer must have identified a named apprentice/s, a specific apprenticeship programme, start date, training provider/HEI and already have a National Apprenticeship Service Account set up.
Your regional HEE Talent for Care Relationship Manager for Apprenticeships can assist with this process.
Levy Transfer step by step walkthrough
Frequently asked questions
A. Create an account to manage apprenticeships - GOV.UK
A. Any organisation that has transferred levy funds out to another organisation cannot then receive levy transfer from another organisation. Equally, an organisation that has received levy transfer cannot then transfer levy out to another organisation.
A. You can use the HEE transfer request process or speak to your local council or Local Enterprise Partnership who will possibly have a transfer brokerage model in place too.
A. You can commit to gift the levy, but any actual transfer can only be made when the apprentice is ready to start their programme.
A. At the time of writing, the Physician Associate apprenticeship is not being widely used in any setting but there are cases where ACPs have started in Primary Care using levy transfer.
Skills for Health - Apprenticeships in Primary and Social Care: Updated resource pack published
A. Yes, this can be an issue. Your local HEE Relationship Manager can assist in speeding up the process, but we recommend you connect the training provider, the receiver and the giver of the levy to ensure a smooth process.
A. Yes, any sector can receive levy transfers from NHS employers provided the employer is willing to transfer.
A. Generally speaking, connected companies should be managed through the same DAS account and you may have to merge levy accounts if they are not already connected. If they remain separate, then the apprenticeship service would recognise them as separate organisations and therefore you could transfer from one to the other (following the same rules as any other 2 organisations).
A. You can go directly through your own partner organisations if you have contacts already.
A. No, although the ESFA will audit training providers and reclaim funding that has been claimed falsely.
A. No this is against the levy transfer rules.
A. Transferring employers can't dictate which training provider the receiving employer uses, though they may offer suggestions if asked. There are also frameworks of providers that we have procured regionally and nationally so if you are looking for a provider of a specific apprenticeship, you can speak to your Relationship Manager who might be able to share a list of providers for you to select from.
A. The process should be the same regardless of which sector an employer is, so it shouldn't be more complicated to set up a levy transfer with organisations that aren’t NHS employers.
A. This would be outside of the levy cost so would be the receiving employer who has this liability. We would advise that all employers ensure that the training provider they select offer free resits in advance to mitigate this risk.
A. In order to access transferred levy both would be required to has a DAS account. Long term, all apprenticeships will be managed through the DAS even if using the co-investment model without levy.
A. Transfers must go directly to the employer of the apprentice who will need their own DAS account.
A. The employer who is transferring money would see that you are transferring to another employer but wouldn’t see details of the apprentice.
