The University may include an offer of assistance with the costs of Relocation
As part of its offer of employment, the University may include an offer of assistance with the costs of relocation that may arise if the employee has to move home in order to take up the appointment. Any such offer is entirely discretionary and will be set out in the letter offering the appointment.
The standard rates set out below are a guide:
Position/Grade
Standard Relocation Expenses Allowance
Professorial Level/Grade IB
£6000
Reader/Senior Lecturer/Grade H
Up to £5000
Lecturer Level/Grade G
Up to £3000
Grade F
Up to £2000
Legitimate expenses that comply with the criteria issued by Her Majesty’s Revenue and Customs (HMRC) and supported by appropriate documentation, will be reimbursed, with no liability for income tax where the total amount being reimbursed is less than the HMRC tax-free limit (currently £8,000 as at 2011).
Please note that claims can only be made against allowable expenditure actually incurred, and validated by receipts. See the guidance from HMRC. The University does not provide a loan facility. Initial appointments must be for three years or more.
Claims for reimbursement of actual relocation expenses incurred must be made on the appropriate form, a copy of which should be included within your appointment pack, but is also available on the University intranet, where further guidance on completing the form is also available.
The amount of any relocation allowance received by the employee will be repayable if they resign from the University’s employment before completion of three years’ service. The total amount received will be repayable, less 1/36 for each completed calendar month of employment with the University.
The expenses must be incurred, or the benefit provided, before the last day of the tax year following the one in which the employee starts the new job. For example, an employee starting a new job on 1 March 2019 will be subject to a time limit of 5 April 2020. The types of expenses that are allowable are described in more detail below:
expenses arising from the disposal of the old residence, including legal and estate agent fees, advertising costs, insurance or maintenance costs arising while the old residence is empty following a move to the new residence
costs arising from the acquisition of the new residence including legal fees, mortgage indemnity fees, surveys/valuation fees, land registry fees, stamp duty, connection of services
transport of belongings including packing and unpacking, temporary storage if no direct move is taking place, removal of domestic goods from the old residence and refitting in the new
travelling and subsistence costs incurred by the employee and their family while making house hunting trips and when the move takes place, temporary accommodation costs where the employee intends to move to permanent accommodation to complete the relocation
costs arising from the purchase of domestic goods intended to replace items at the old home that are not suitable for use in the new home, eg White goods
interest on bridging loans taken out to cover the gap between the purchase of the new property and sale of the old property
New colleagues, who require accommodation for either a short visit or a longer period whilst looking for a more permanent home, may be interested in the short and long stay accommodation provided by the Accommodation Service Department. Information is available on the website at http://www.ncl.ac.uk/accommodation/staff/ including details of the accommodation, current pricing and the relevant booking form.
If you have any further queries you can e-mail a member of the ‘Colleague Bookings Team’ or contact them by telephone on (0191) 208 2081. You should note that the accommodation is only suitable for single colleagues; a few rooms offer double rooms to house those with partners. They do not have accommodation suitable for colleagues with children.
Accommodation is limited and can prove very popular so cannot be guaranteed. We recommend you contact the 'Colleague Bookings Team' as soon as possible to make enquiries. Any such accommodation costs incurred are the employee’s responsibility, although they may be reclaimable from the University as part of the relocation expenses provision described.
Further Housing information is available within the specific ‘Housing’ Booklet or further University residences.
