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Training Repayment Agreement

A completed fictional employee training repayment agreement with a sliding scale, lawful deduction safeguards and no penalty for redundancy.

Jurisdiction: England and Wales - completed fictional worked example

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An editable Microsoft Word version is available from the interactive page.

Important: This sample provides general legal information only and is not legal advice. Check the law, prescribed forms and signing requirements that apply to your exact jurisdiction and circumstances before use.

# TRAINING REPAYMENT AGREEMENT

Date: 20 March 2029

Parties: Redbrook Engineering Ltd and Daniel Okafor

## 1. Parties and purpose

Redbrook Engineering Ltd (Company No. 08114562), 9 Station Yard, Derby DE1 2FS, agrees to fund Daniel Okafor's approved Rail Safety Controller course. Daniel is an employee, not a contractor, and the arrangement supplements his contract of employment.

## 2. Money and rights

The provider's invoice is £6,400 plus VAT, paid directly by Redbrook on 2 April 2029. The course runs from 8 April to 17 May and Daniel must attend, complete assessments and provide the certificate, with reasonable adjustments considered.

## 3. Duties and operation

If Daniel resigns or is dismissed for gross misconduct within 12 months after certification, he repays the unamortised cost: 100% in months 0–3, 75% in months 4–6, 50% in months 7–9, and 25% in months 10–12. No interest or administration charge is added.

## 4. Consent and management

No repayment is due if Redbrook dismisses for redundancy, capability unrelated to deliberate refusal to train, or another reason not caused by Daniel's serious misconduct, or if Redbrook materially breaches his employment contract. Long-term sickness and family leave will be considered fairly and the period may be extended by written agreement.

## 5. Ending and remedies

Daniel authorises deduction from final pay only to the extent permitted by the Employment Rights Act 1996 and after Redbrook gives an itemised calculation. Redbrook must not reduce pay below National Minimum Wage or take an amount that mandatory law prohibits; any balance is payable by an agreed instalment plan.

## 6. Legal reservations

Redbrook will keep the invoice and training record securely and use them for employment administration. Disputes should be raised with HR and handled under the grievance procedure. This agreement does not remove statutory rights, make the repayment a penalty, or guarantee continued employment.

## 7. Signatures

England and Wales law applies. Daniel received an opportunity to ask questions and is encouraged to obtain independent advice before signing. Both parties sign on 20 March 2029.

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