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erudio student loans

999 replies

mrsbug · 17/03/2014 17:37

Hi, I have an old student loan from 1998 which I have been deferring since then as I have never earned enough to pay it back (there are some advantages to being poor Smile)

I recently had a letter from a company called erudio student loans saying they have bought my student loan from the government. All very reassuring about how the t and cs of my loan won't change, etc.

Now I've had the regular deferral letter from them and it's much more detailed than before. They want my bank details which I'm not really happy to give, and they say my details will be checked with a credit reference agency, which I don't think they used to do - my loan has never shown on my credit file.

Has anyone else had this? Do I have to give them this info?

OP posts:
Thread gallery
8
mandakl · 10/04/2014 22:16

"Mortgage style" is simply a descriptive phrase that has been used to describe these loans in some, and was never an actual accurate description of the mechanics of the loan. It's not used on the actual loan paperwork anywhere. The loans are just fixed sum credit agreements with the added in deferment provisions that would not usually be seen in one from say a bank.

The actual loan agreement specifies that you pay in 60 monthly instalments (120 if you have 5 or more loans), each equal except for the fact that they they gradually increase a little to take account of the accrual of interest on the unpaid remainder.

mandakl · 10/04/2014 22:22

In other words, if you over pay to reduce the loan, you reduce the number of instalments left to pay, rather than reduce the monthly payments from then on.

IchibodT · 10/04/2014 22:23

Isn't it 84 instalments (over 7 years) if you have 5 or more loans? That's what I always thought.

mandakl · 10/04/2014 22:35

Sorry, yes, Reading the wrong part.

120 is for certain cases on later agreements where you are on disability benefits but are not yet able to say you are permanently unable to work.

84 instalments for 5 loans or more.

IchibodT · 10/04/2014 23:19

Ah well, even after everything that's happened today I still can't bring myself to worry unduly about this. I spent weeks mulling over it and I just can't anymore.

I think the thing that really rubs my rhubarb is SLC still handling deferral for other mortgage style loans and trundling along as they used to and we get thrown to the wolves.

I haven't stopped worrying because I think everything is gonna be ok , I've stopped because it just seems like everyone is just out to f@@k you over for everything they can get nowadays and you have to confront this crap all the time, eventually it becomes the norm and you just accept it .

Anyhoo it's late, I'm off to bed. Hope tomorrow is a good one.

midnightfrank · 11/04/2014 00:12

Hi

Perhaps someone might assist?

I'm just filling in this blasted form - my credit rating is buggered anyhow so I'm just going to sign the thing - yet I'm very reluctant to give them any reason for stalling or demanding additional info.

To that end, I think it would be smart to ensure that the gross income I declare is in line with the figure on my most recent self assessment tax calculation (SA302).

Am I right in thinking that 'Profit from self-employment' = gross income

Many thanks.

LoopyLa · 11/04/2014 06:06

What leica said - hopefully someone will post a success story soon!

leica · 11/04/2014 07:37

IchibodT: I'm where you are now. This has been making me feel so ill and I really don't feel like anything we do or don't do is going to make any difference. They are going to get their pound of flesh regardless.

JaneinReading · 11/04/2014 07:45

Profit from self employment is your income before tax if taken off (but NOT your turnover as you will have expenses - in some businesses your profit is only 5% of your turnover as the goods you buy to sell cost lots of money).

JaneinReading · 11/04/2014 07:56

I just tried to find the contract with Erudio on "Contracts finder" where more recent Government contracts worth over £10,000 in theory are all posted by the Government) and failed. I found one for redesign of a student finance site, but that was not relevant and with another company. May be the contract award was before the publication of contracts started. [[https://online.contractsfinder.businesslink.gov.uk/?site=1000&lang=en]] or perhaps I am just not very good at searching. Someone should be able to get it under a Freedom of Information Act request to the Government (it would only be interesting in the context of this thread for background information).

erudioed · 11/04/2014 08:41

Try this one Jane, it isnt what you are looking for but it certainly provides some of the top level goings on and rationale for the sale. You need to copy and paste it into your address bar:
www.google.gr/url?sa=t&rct=j&q=&esrc=s&source=web&cd=10&cad=rja&uact=8&ved=0CGoQFjAJ&url=http%3A%2F%2Fwww.parliament.uk%2Fbriefing-papers%2FSN06795.pdf&ei=s5dHU_mMOqye7AbYyoFg&usg=AFQjCNFqwugaUmSfzWkUvEfF-QQxaZJYTA&sig2=ZIVtunttO-nJYjbYU_DCyQ&bvm=bv.64542518,d.ZGU

It does say many interesting things like David Willets stating:
Erudio Student Loans will have to adhere to strict Office of Fair Trading (OFT) guidance about the treatment of borrowers which includes particular protections for vulnerable borrowers and those in financial difficulty. They have also committed to adhering to best-practice guidance issued by the Credit Services Association.

me: as i have been stating, this treating borrowers fairly has some weight in this issue.

The document also states:

Speaking on behalf of Erudio Student Loans, Stuart Lammin, Managing Director of CarVal Investors said:
"CarVal Investors, along with Arrow Global, is pleased to finalise the acquisition of student loans from the Student Loans Company and the government. We look forward to working with Erudio Student Loans to service these accounts given the consortium’s long-term experience in education finance and track record for delivering a high level of service to its customers."

Me again: as we can see, and many of us have had direct experience of, delivering a high level of service is something they have excelled in thus far, if contradictory answers and a shambolic and uninformed call center is considered. It also says BIS will publish more details later. See what you make of it anyway!

emptycoffers · 11/04/2014 09:06

This is very interesting - Hansard: (apologies for the amount of reading)

Public Accounts Committee - Minutes of Evidence

Why would anyone buy this debt?
Can terms and conditions be changed

www.publications.parliament.uk/pa/cm201314/cmselect/cmpubacc/886/131211.htm

Well worth reading:

Q43 Mr Bacon: Can I clarify something else? I have just found this on the internet, so goodness knows it may be wrong, but apparently all student loan agreements carry the following clause, which looks like it is lifted from somewhere, so is probably correct: "You must agree to repay your loan in line with the regulations that apply at the time the repayments are due and as they are amended. The regulations may be replaced by later regulations." The narrative on the website goes on to say: "As such, students ‘are told to sign an open-ended loan agreement where the interest rates and term of repayment can change, at any moment in time, at the whim of government, without the need to [pass] legislation.’" Is that correct? Is that a fair summary of the current position?

Martin Donnelly: The Government does have the ability to change certain terms of the loan, including, for example, the level of indexation. I don’t know, Mick, whether we always require secondary legislation or the way we would have to do that.

Mick Laverty: I am not sure, but I don’t believe we do.

Q44 Mr Bacon: No, the implication is that you must repay it in line with the regulations that apply at the time that the repayments are due and that those regulations may be amended and then you would be obliged to follow the new amended regulations. That is correct, isn’t it? The existing structure provides for that without having to come back and do a piece of delegated legislation and get a statutory instrument or anything like that. Is that correct?

Mick Laverty: That’s correct.

Q45 Mr Bacon: Okay. Fine, I am just checking. So if you were then to sell the book, what freedom would somebody buying the book have? That is not you the Government as the person who is owed the money, but the person who now owns the book, it having been purchased by them? What freedom would they have to alter the terms and conditions after they had bought the book? Would they have any freedom at all?

Martin Donnelly: The plan would be to sell tranches of the loans and the terms-this is an issue that we need to be clear about as we go through the preparatory process-would be set. So the point about the people buying the loans is that they would not have a say in what those terms were. But the question of what we have to say about what we would be prepared to commit to do or not to do is one of the issues that is in the value-for-money calculation we have to make.

Q46 Mr Bacon: Yes, I understand that. But the moment you sell a particular tranche of debt, the terms and conditions upon which it is sold are set in stone. They are crystallised and the buyer of that debt buys them on those terms and that is it; they cannot change them. Correct?

Martin Donnelly: We have to be clear about what those terms are, yes.

Q47 Mr Bacon: Sorry, am I correct in what I just said? You were shaking and nodding, and that does not get recorded in the transcript. Can we just be clear that the person buying the debt buys it on set terms and conditions that cannot subsequently be changed by the new owner of the debt? Is that correct?

Martin Donnelly: Yes.

Mr Bacon: Okay. Thank you.

Amyas Morse: I am curious to know why someone would buy this and then what they would do. If somebody buys a tranche of debt, will they be able to approach some of the borrowers and offer them the chance to make an early payment to commute the debt completely? That might make a lot of sense from a commercial point of view.

Mr Bacon: Yes.

Martin Donnelly: I can’t give you any more detail because we have not done the work.

Amyas Morse: I realise that.

Martin Donnelly: But my expectation is that we will work on the basis that they take this on given terms and that the student borrowers who are, after all, very important in this and those repaying as ex-students will not notice the difference in terms of who owns the loan book.

Q48 Mr Bacon: But let me pursue this for one more second. Let us imagine a student loan repayer who has not got a job for the time being or has missed a payment or two for some reason and has breached the terms and conditions. That presumably could trigger certain events in the small print. It is possible that the new owner of the debt might decide to sell the debt on to somebody else, perhaps a debt collector. It is possible, depending on the terms and conditions and the small print, that the person who has bought the debt finds it is not very good because the student seems to be out of work quite a lot of the time and the payments are not routine and regular. So they want to get shot of it, and they sell it to somebody else, perhaps at a deep discount. Are there circumstances where, if they did that and sold it at a discount, the student borrower could be told that they had a legal obligation to pay the debt to this new person and that the total they now owed-say it had been £27,000-would be half that, but they had to pay it by next Tuesday? Is that the sort of risk that these students could suddenly find themselves under?

Martin Donnelly: No. We are looking at a financing operation here.

Mick Laverty: I wonder whether I could provide some clarity. The working assumption is that it will use the same model as we used for the mortgage-style loans. So when the mortgage-style loans were sold, the terms and conditions for a student were fixed, and they were fixed at no detriment to the student. To answer the point made earlier, if the buyer of that loan subsequently decided to cut a deal with the student to get a payment and commute some of the loan, that was entirely up to them. The working assumption is that the ICR loans would do the same. A student will be protected and that protection will last if the loan is sold on. That is the working assumption.

Q49 Chair: Okay. Let me move from that specifically student interest to the taxpayer interest on the sale of loans. The two previous sales, probably under the previous Government, had to be subsidised, did they not? There was a subsidy.

Martin Donnelly: In the previous repayment of the mortgage-style student loan tranche?

Q50 Chair: In the mortgage style, there was a subsidy, was there not?

Martin Donnelly: Yes. That is correct.

Q51 Chair: Thank you. So it cost the taxpayer to offload the loan. How does that help the taxpayer? You have just sold another tranche of the mortgage style.

Martin Donnelly: Yes, we have sold the final 17%.

Q52 Chair: For how much?

Martin Donnelly: For £160 million.

Q53 Chair: And what was the book value?

Mick Laverty: The face value was £890 million.

Q54 Chair: So how does that represent value for money?

Martin Donnelly: It represents value for money because we went through a very transparent process of seeking competing bids for this loan book.

Q55 Chair: No, forget about the bids. If we are selling for £160 million something that is worth £890 million, how does that represent value for money? I am sure the process was completely above board; we will ask about that in a minute. But how does getting rid of that for £160 million-short-term money into the bank, with a book value of £890 million-represent value for money? Explain it to me.

Martin Donnelly: Because the book value does not represent the actual value. What we had were the last distressed loans of the large portfolio.

Q60 Chair: Does the company to which you sold-Erudio-have the power to change the terms of the loans?

Mick Laverty: No. The terms of the loans are fixed at the point of sale.

Q61 Chair: How many bidders did you have?

Mick Laverty: Ten.

Q62 Chair: What were the subsidies involved in that deal?

Martin Donnelly: There were no subsidies involved.

Q63 Justin Tomlinson: This is the oldest part of the debt, so in effect this will include a lot of people who are lost in the system and never going to pay. To be fair, it is also from the time when people were not necessarily paying out of PAYE. This was the voluntary contributions, wasn’t it?

Mick Laverty: That is correct. This is the rump of the loans book. The last bulk MS loans were issued in 2000.

Sitting suspended for a Division in the House.

On resuming-

Q64 Chair: We are going to move on.*

erudioed · 11/04/2014 09:06

Carval investors is, according to its own website thus:

CarVal Investors was founded by Cargill in 1987 as an arm of Cargill’s proprietary, financial trading operation. As a value investor, CarVal grew rapidly and established a firm foundation in the wake of the United States’ financial crisis of the early 1990’s. In the years that followed, CarVal expanded to Europe, Asia and Latin America as investment opportunities developed from ever-changing credit market cycles.

In 2006, CarVal Investors became an independent subsidiary of Cargill, allowing the firm to expand more broadly as a fund manager while still benefiting from Cargill’s expertise.

Today, with an experienced senior team of investment professionals and dedicated operations, tax and legal teams across the globe, CarVal Investors is a leading alternative investment manager.

Cargill is an international provider of food, agricultural and risk management products and services. Founded in 1865, Cargill is headquartered in Minneapolis, Minnesota, and employs more than 142,000 people in 65 countries.

Cargill is thus:
Cargill has grown to become one of the world's largest, privately-owned businesses, providing food, agricultural, risk management, financial, and industrial products and services around the globe.

According to wikipedia:
Cargill, Incorporated, is an American privately held, multinational corporation based in Minnetonka, Minnesota, a Minneapolis suburb. Founded in 1865, it is now the largest privately held corporation in the United States in terms of revenue.[2] If it were a public company, it would rank, as of 2013, number 9 on the Fortune 500, behind Valero Energy and ahead of Ford Motor Company.[3]

Some of Cargill's major businesses are trading, purchasing and distributing grain and other agricultural commodities, such as palm oil; trading in energy, steel and transport; the raising of livestock and production of feed; producing food ingredients such as starch and glucose syrup, vegetable oils and fats for application in processed foods and industrial use. Cargill also operates a large financial services arm, which manages financial risks in the commodity markets for the company. In 2003, it split off a portion of its financial operations into a hedge fund called Black River Asset Management, with about $10 billion of assets and liabilities.

Arrow Global's website states about the sale of the loan portfolio:
Arrow Global
Published on 25/11/2013

CarVal Investors and Arrow Global (the "Consortium") have announced that they have been selected by the Government as the successful bidder for the sale of student loans owed by around a quarter of a million borrowers.

The sale was completed today, delivering £160 million of aggregate consideration to the Government. This is the first time since 1999 that the Government has completed a sale of mortgage style student loans to the private sector. This follows previous sales in 1998 and 1999.

CarVal Investors and Arrow Global have purchased the loans which were previously managed by the Student Loans Company, via Erudio Student Loans, an investment trustee. The Consortium was selected through a competitive process and was judged by the Government to represent the best value overall.

CarVal Investors and Arrow Global will work with its partners to ensure that students and the Student Loans Company receive an effective service from Erudio Student Loans.

Speaking on behalf of Erudio Student Loans, Stuart Lammin, Managing Director of CarVal Investors, said:

"CarVal Investors, along with Arrow Global, is pleased to finalise the acquisition of student loans from the Student Loans Company and the Government. We look forward to working with Erudio Student Loans to service these accounts given the consortium's long-term experience in education finance and track record for delivering a high level of service to its customers."

Tom Drury, Chief Executive of Arrow Global, said:

"We are delighted to be named by the Government as the successful bidder in this student loans sale. This is an important step for Arrow Global towards delivering this year's financial goals and setting the business up for growth in future years.

"Arrow Global is committed to Treating Customers Fairly principles and we look forward to working with our partners to deliver an effective and seamless service to borrowers."

The terms and conditions for borrowers will not be affected by the sale and individuals do not need to take any action. The Student Loans Company will continue to manage the book until the loans are transferred to Erudio Student Loans in the New Year.

Notes to editors

For further information about the transaction:
<a class="break-all" href="https://www.gov.uk/government/news/government-to-sell-off-mortgage-style-student-loan-book" rel="nofollow" target="_blank">www.gov.uk/government/news/government-to-sell-off-mortgage-style-student-loan-book</a>

Erudio Student Loans is backed by a consortium led by CarVal Investors and Arrow Global Limited.
About CarVal Investors
CarVal Investors is a leading global alternative investment fund manager focused on distressed and credit-intensive assets and market inefficiencies.   Since 1987, CarVal Investors has been an active purchaser of consumer, residential and commercial loan portfolios, investing more than £5 billion in global loan portfolio transactions.  Since 2011, the firm has acquired loans with around $2 billion in face value in the U.S. and Western Europe. Today, CarVal Investors has over £5 billion in assets under management in both credit and commercial real estate strategies.
About Arrow Global Limited
Arrow Global is one of Europe's largest and fastest growing providers of debt purchase and receivables management solutions with £8.6 billion of receivables under management measured by face value. The group manages over five million customer accounts and has experience of working with student loans. Arrow Global is fully committed to working with customers to ensure that wherever possible each loan is serviced in accordance with that customer's personal circumstances. Through directorships on industry bodies such as the Credit Services Association and the Debt Buyers and Sellers Group, the executive team plays a key role in initiating, shaping and implementing industry compliance standards and programmes. In October 2013, Arrow Global listed on the London Stock Exchange (ARW). For further information about the company visit, <a class="break-all" href="//www.arrowglobal.net" rel="nofollow" target="_blank">www.arrowglobal.net</a>.
There is no need for borrowers to take any action. Their terms and conditions will not be affected by the sale. The Student Loans Company will continue to manage the book until the loans are transferred to Erudio Student Loans in a few months time.
There have only been two previous sales of mortgage style loans in 1998 and 1999 which passed £2 billion of the loans to the private sector.
Mortgage-style loans were available to eligible higher education students who were enrolled between 1990 and 1998. Borrowers are required to repay in fixed monthly instalments over a set period of five or seven years. Interest is charged at a rate equivalent to the Retail Prices Index (RPI). Repayments can be deferred for a year at a time if a borrower's income is below the threshold, which is 85 per cent of the national average earnings. Since 1 September 2013 the threshold is £28,775.

Me: So Erudio is an investment trustee, whatever that means.
It looks like BIS sold us off to a group of vultures from the US, to companies that seem to excel in many different fields...just search for Cargill (or criticisms on wikipedia, im sure that will touch a raw nerve with many)...that have already had their hands in our pockets without us even knowing it. We will certainly be having some of their food in our stomachs before the day is up if we are unlucky. They have sold us off to the 1% if you like.

emptycoffers · 11/04/2014 09:07

I have cut and pasted bits out of that - so you should follow the link to read verbatim

erudioed · 11/04/2014 09:15

that was very interesting emptycoffers.

emptycoffers · 11/04/2014 09:25

FOR CLARITY - my understanding is that it is only after Q49 Chair -

that mortgage style loans are discussed.

The previous passages refers specifically to 'income contingent loans' ICR, when talking about conditions changing without the need for secondary legislation

JaneinReading · 11/04/2014 09:26

emptyc - that is exactly the type of clause I meant earlier on the thread. Lots of contract terms including those I've drafted will give a right to one side to change them later. All the banks, utility companies etc give themselves this right so they do not need later to get consent to 300,000 customers to change some of the terms. It sounds like some of the student loans contracts contain that clause.

One reason why it would be worth seeing the actual contract with Erudio and the Government is because these promises by the state, wooly language in press releases etc is not of course at all legally binding. If the contract with Erudio says even if students' terms allow changes in terms you agree never to change the terms - then students are okay.

leica · 11/04/2014 09:34

This is all making me feel really sick. Honestly, with a partner long-term sick and constant worry over money, this is almost the last straw.

erudioed · 11/04/2014 09:38

you are not alone leica try to put it in its rightful place and not stress you out more than needs be! Lets just wait for some answers to our concerns, we are all just speculating and trying to locate something concrete. We do need to think about all this if we want a holistic view of our problem but maybe Erudio will surprise us with positive answers and respect. So try not to unduly stress yourself out just yet.

JaneinReading · 11/04/2014 09:39

I would not worry too much. It sounds like those with low income who could defer before still can defer payment. Those whose income has risen have to pay. The essence of the system is the same and it just looks like for some people their original contract did not allow deferment to be shown on credit records (although for some it did) and that erudio may be trying to get consent for all of them now.

As someone said above stopping a direct debt instruction which is already in place might be breach of the contract under old and new terms and I suspect it might put you in breach if you cancel one already in place because you don't trust erudio.

leica · 11/04/2014 09:46

I know I'm not alone; thank you. Thanks I am just an enormous stress-head and things are so difficult generally, this is just a bit too much to take. :drama-queen:!

boshbashbish · 11/04/2014 09:46

As far as I can remember, SLC - or the government really - DID always have the ability to vary certain T&Cs. As I understand it, that's what allowed them to change the way interest was calculated a few years ago (2010?). If you remember, the Bank of England base rate dropped to 0.5% and we ended up with a negative rate of interest on the loans, so they were paying us interest back instead! That's why they changed it to be based on the RPI/CPI, whichever it is.

boshbashbish · 11/04/2014 09:48

But it does sound like the terms were fixed when sold to Erudio so they have no power to vary them.

mandakl · 11/04/2014 09:59

As I said, the original loan agreements - I have copies in front of me - only allow the T&Cs to be changed in order to keep track with any changes in THE LAW on repayment.

They do not allow them to change the T&Cs for any other reason.

LittleMissGreen · 11/04/2014 10:25

bosh our loans have always been calculated on RPI - see original T&Cs near beginning of this thread. However, SLC have always guestimated what they thought RPI would be rather than using the real figures. If you recalculate what you should owe using RPI rather than these guestimates you will see that actually the SLC have managed to make the loan interest very much in their favour - about £150/loan (depending on exact loan amount, and when you took it out).

Our T&Cs do not have the 'changing' clause in that the later loans have. I would be seriously seriously worried if I had taken out an income contingent loan now, seeing how the government have treated the sale of our loans - just because they are the dregs that are left.

I have to admit I was Shock to read coffers Q54 Chair: So how does that represent value for money?

Martin Donnelly: It represents value for money because we went through a very transparent process of seeking competing bids for this loan book.

How can they even accept that as an answer?