Funding
Application Process |
Funding Arrangements |
Funding for External Courses |
Early Reimbursement |
Approvals Required |
Overview
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The application process for study leave is led by the employing trust of the Resident Doctor.
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As described in the Roles and Responsibilities section it is the requirement of the Resident Doctor to follow these processes.
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This section describes an overview of the application process for the Trusts that fall within NHSE SW's remit.
- Click here to see an Overview of the UK Study Leave Application Process
Application Process
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As described in the Overview of Guidance Page, all applications must be prospective. For clarity, submitted prior to the course taking place and in an ideal world, also approved as there may be times when applications are not approved and the Resident Doctor must bourne the cost of the activity.
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There are two main application processes within the South West.
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Paper Forms
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Accent
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If unsure of the application process for your Trust, please email them.
PGME Contact Details
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Avon and Wiltshire Partnership |
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Cornwall Partnership |
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Devon Partnership |
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Gloucester Health and Care |
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Gloucester Hospital |
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Great Western Hospital |
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Livewell Southwest |
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North Bristol |
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Royal Cornwall |
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Royal Devon University Hospital - East |
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Royal Devon University Hospital - North |
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Royal United Hospital Bath |
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Somerset |
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Torbay and South Devon |
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University Hospital Bristol and Weston |
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University Hospital Plymouth |
The study leave budget has been held centrally with NHSE SW since 1 April 2018.
There is a finite budget for each region to support the fundamental principle of study leave. The main use of the study leave budget is for educational purposes to gain the competences defined in each curriculum.
Examples of funding arrangements include:
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Regional Study days.
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Other regionally commissioned internal courses which meet curriculum requirements, such as the Professional and Generic Skills courses (travel costs only and in some instances overnight accommodation).
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Courses which are explicitly required by the relevant curriculum and on the course list.
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Courses which are a cost-effective way of delivering parts of the relevant curriculum.
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Life support courses (e.g. ALS, ATLS, APLS) when these are curriculum requirements.
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Other training, which is not required by the curriculum, but has been agreed in the Resident Doctors PDP and is on the course list (Resident Doctors may be required to contribute towards these courses).
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Other individual training needs which support career progression and have been agreed in the Resident Doctors PDP and are on the course list (Resident Doctors may be required to contribute towards these courses). Please refer to the application flowchart to ensure timeframes for applications are adhered to.
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Any mandatory/statutory training courses should be funded locally by the employing Trust.
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Refresher life support courses that are employment requirements and not curriculum requirements, should be supported by the Trust.
In order to expedite the approval process and remove additional administrative burden on everyone within the approval chain, courses on the course list have been chosen by the TPD's and HoS's and have been allocated into one of the three categories for the eligibility of the amount of funding that can be approved following the Trust's application process.
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Category 1 |
Mandatory Requirement |
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Overview |
Mandatory requirement of the curriculum where RDs are unable to achieve competences through their training programme or regional teaching and to achieve Certificate of Completion of Training (CCT) or presenting within the UK at a conference as part of their curriculum. |
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Funding Approval Amount |
100% of course costs |
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Category 2 |
Enhanced Knowledge |
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Overview |
Enhanced knowledge is not recognised as a requirement for the RDs curriculum; however, activities will help the RDs complete parts of the curriculum. It is expected that those applying for these courses will have met their core curriculum competencies for their stage of training. |
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Funding Approval Amount |
100% of course costs |
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Category 3 |
Discretionary - Career Progression |
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Overview |
Courses which would support career progression (not required to achieve CCT). Career Progression courses should only be required at the latter stage of training. These courses will only be approved for funding if the RDs has achieved their core curriculum competencies for their stage of training and it is on their PDP.
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Funding Approval Amount |
50% of course costs will be reimbursed. Resident Doctors will be asked to contribute 50% of the course cost. |
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Courses not on the course list |
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Key information
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The course must be on the course list.
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Any courses not named on the course list at the start of the academic year will not be fully funded. Please see Category 3 in the in-depth section above for more information.
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Any course over £1000 on the course list requires NHSE SW study leave team to approve prior to approval by the Trust. The request for approval should be sent to NHSE SW study leave team by the employing Trust ONLY. HoS/TPD's are unable to grant approval for these courses.
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All activity will need to be allocated to study leave time. The Trust will be unable to reimburse the Resident Doctor for any study leave time that is not allocated to the activity.
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It is the responsibility of the employing Trust to manage any requests for retrospective claims. NHSE SW are unable to support retrospective claims under any circumstances.
- Submission and/or TPD approval does not automatically ensure reimbursement.
Non-Categorised Courses
There are some courses whereby categories do not apply and have separate funding arrangements as detailed in the study leave guidance.
These courses are listed below with more detail found on the Course Information and Overseas pages:
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Leadership and Management Courses (including Professional and Generic skills)
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Revision Courses
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Train the Trainer, teaching, and educational supervisor courses
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Life support Courses
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Overseas Courses
Early Reimbursement
Overview
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From February 2026, Resident Doctor’s will be able to access early reimbursement for course related costs when held within the UK.
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As a result, Resident Doctor’s will be able to claim early reimbursement for course/conference costs, accommodation, and travel, provided that they have followed the processes within this guidance and have provided receipts.
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Travel via car or subsistence claims will still need to be submitted separately after the course/conference, requiring receipts where applicable.
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There is a high expectation of financial probity within the GMC Good Medical Practice which includes “act with honesty and integrity” within the standards for all doctors.
Early Reimbursement Frequently Asked Questions
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Do I need to provide a certificate of attendance? |
You are not required to provide a certificate of attendance moving forward. |
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I’m using a payment system (e.g EASY) that will not let me enter a future date? |
You and your Trust/Employer are permitted to input expenditure dates instead of activity dates as required. |
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I’m moving Trusts before my course starts, who should pay my Study Leave? |
Your current Trust should reimburse you. Any reimbursement claims after the course should be submitted to your new Trust. |
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I was unable to attend my course, what should I do? |
Find out if the course can be rescheduled. |
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How do I reimburse my Trust if I did not attend a course? |
You should follow your Trust process and arrange payment in line with their Standard Financial Instructions (PAYE/invoice). |
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What will happen if I do not inform my Trust of non-attendance/cancellation? |
Financial probity is a high expectation of the GMC Good Medical Practice and failing to declare this could lead to a referral to your Head of School and Responsible Officer. |
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The course is over £1000 or over overseas, what should I do? |
Your request will require additional NHSE-SW Study Leave Office approval - your HoS, TPD or ES are unable to do this. |
Overview
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When applying for Study Leave, certain approvals are required. Below are two tables which outline the required approvals for each Category of course.
Under £1000
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Category |
Educational Supervisor |
Training Programme Director |
Head of School |
Rota Co-ordinator |
Trust PGME Team |
NHSE SW SL Team |
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1 |
Required |
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Required |
Required |
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2 |
Required |
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Required |
Required |
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3 |
Required |
Required* |
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Required |
Required |
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*Training Programme Director approval is required for Category 3 courses under £1000 that are not on the course list.
Over £1000
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Category |
Educational Supervisor |
Training Programme Director |
Head of School |
Rota Co-ordinator |
Trust PGME Team |
NHSE SW SL Team |
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1 |
Required |
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Required |
Required |
Required |
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2 |
Required |
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Required |
Required |
Required |
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3 |
Required |
Required* |
Required* |
Required |
Required |
Required |
*Training Programme Director or Head of School endorsement is required for Category 3 courses over £1000













