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There are currently no known outstanding effects for the The Jobseeker’s Allowance Regulations 1996, SCHEDULE 8.
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Regulation 108(2)
Modifications etc. (not altering text)
C1Sch. 8 modified (22.11.2010) by The Jobseeker’s Allowance (Work for Your Benefit Pilot Scheme) Regulations 2010 (S.I. 2010/1222), regs. 1(2), 17
[F1A2. Any payment made to the claimant in respect of any travel or other expenses incurred, or to be incurred, by him in respect of his participation in the Mandatory Work Activity Scheme but only for 52 weeks beginning with the date of receipt of the payment.]
Textual Amendments
F2A3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F2Sch. 8 para. A3 omitted (12.2.2013) by virtue of Jobseekers (Back to Work Schemes) Act 2013 (c. 17), ss. 1(14), 3(2) (with s. 1(10))
[F3A3. Any payment made to the claimant in respect of any travel or other expenses incurred, or to be incurred, by him in respect of his participation in a scheme prescribed in regulation 3 of the Jobseeker's Allowance (Schemes for Assisting Persons to Obtain Employment) Regulations 2013 but only for 52 weeks beginning with the date of receipt of the payment.]
Textual Amendments
F3Sch. 8 para. A3 inserted (12.2.2013 at 6.45pm) by The Jobseeker’s Allowance (Schemes for Assisting Persons to Obtain Employment) Regulations 2013 (S.I. 2013/276), regs. 1, 12
[F4A4. Any payment made to the claimant in respect of any child care, travel or other expenses incurred, or to be incurred, by the claimant in respect of the claimant’s participation in a scheme prescribed by regulation 3 of the Jobseeker’s Allowance (Supervised Jobsearch Pilot Scheme) Regulations 2014, but only for 52 weeks beginning with the date of receipt of the payment.]
Textual Amendments
F4Sch. 8 para. A4 inserted (temp. until 30.4.2015) (18.7.2014) by The Jobseeker’s Allowance (Supervised Jobsearch Pilot Scheme) Regulations 2014 (S.I. 2014/1913), regs. 1(1), 14
A5. [F5Any payment made to the claimant in respect of any child care, travel or other expenses incurred, or to be incurred, by the claimant in respect of their participation in a scheme prescribed in regulation 3 of the Jobseekers Allowance (18 - 21 Work Skills Pilot Scheme) Regulations 2014, but only for 52 weeks beginning with the date of receipt of the payment.]
Textual Amendments
F5Sch. 8 para. A5 inserted (temp. until 24.11.2016) (25.11.2014) by The Jobseeker’s Allowance (18-21 Work Skills Pilot Scheme) Regulations 2014 (S.I. 2014/3117), regs. 1(1), 18(1)(c)(2)
1. The dwelling occupied as the home but, notwithstanding regulation 88, (calculation of income and capital of members of claimant’s family and of a polygamous marriage), only one dwelling shall be disregarded under this paragraph.
2. Any premises acquired for occupation by the claimant which he intends to occupy as his home within 26 weeks of the date of acquisition or such longer period as is reasonable in the circumstances to enable the claimant to obtain possession and commence occupation of the premises.
3. Any sum directly attributable to the proceeds of sale of any premises formerly occupied by the claimant as his home which is to be used for the purchase of other premises intended for such occupation within 26 weeks of the date of sale, or such longer period as is reasonable in the circumstances to enable the claimant to complete the purchase.
4. Any premises occupied in whole or in part by—
(a)a partner or relative of a single claimant or of any member of the family as his home where that person [F6has attained the qualifying age for state pension credit] or is incapacitated;
(b)the former partner of a claimant as his home; but this provision shall not apply where the former partner is a person from whom the claimant is estranged or divorced [F7or with whom he formed a civil partnership that has been dissolved].
Textual Amendments
F6Words in Sch. 8 para. 4(a) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 17(2)
F7Words in Sch. 8 para. 4(b) inserted (5.12.2005) by The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order 2005 (S.I. 2005/2877), art. 1, Sch. 3 para. 26(13)(a) (with art. 3)
5. Where a claimant has ceased to occupy what was formerly the dwelling occupied as the home following his estrangement or divorce from [F8or dissolution of a civil partnership with] his former partner, that dwelling for a period of 26 weeks from the date on which he ceased to occupy that dwelling [F9or, where that dwelling is occupied as the home by the former partner who is a lone parent, for as long as it is so occupied].
Textual Amendments
F8Words in Sch. 8 para. 5 inserted (5.12.2005) by The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order 2005 (S.I. 2005/2877), art. 1, Sch. 3 para. 26(13)(b) (with art. 3)
F9Words in Sch. 8 para. 5 added (1.4.2003) by The Social Security (Miscellaneous Amendments) Regulations 2003 (S.I. 2003/511), regs. 1, 3(3)(a)
6. Any premises where the claimant is taking reasonable steps to dispose of those premises, for a period of 26 weeks from the date on which he first took such steps, or such longer period as is reasonable in the circumstances to enable him to dispose of those premises.
7. Any premises which the claimant intends to occupy as his home, and in respect of which he is taking steps to obtain possession and has sought legal advice or has commenced legal proceedings with a view to obtaining possession, for a period of 26 weeks from the date on which he first sought such advice or first commenced such proceedings, whichever is earlier, or such longer period as is reasonable in the circumstances to enable him to obtain possession and commence occupation of those premises.
8. Any premises which the claimant intends to occupy as his home to which essential repairs or alterations are required in order to render them fit for such occupation, for a period of 26 weeks from the date on which the claimant first takes steps to effect those repairs or alterations, or such longer period as is reasonable in the circumstances to enable those repairs or alterations to be carried out and the claimant to commence occupation of the premises.
9. Any grant made to the claimant in accordance with a scheme made under section 129 of the Housing Act 1988 F10 or section 66 of the Housing (Scotland) Act 1988 F11 (schemes for payments to assist local housing authority and local authority tenants to obtain other accommodation) which is to be used—
(a)to purchase premises intended for occupation as his home; or
(b)to carry out repairs or alterations which are required to render premises fit for occupation as his home,
for a period of 26 weeks from the date on which he received such a grant or such longer period as is reasonable in the circumstances to enable the purchase, repairs or alterations to be completed and the claimant to commence occupation of those premises as his home,
Textual Amendments
F10 1988 c.50; section 129 was amended by the Local Government and Housing Act 1989 (c.42), section 194 and Schedule 12.
10. Any future interest in property of any kind, other than land or premises in respect of which the claimant has granted a subsisting lease or tenancy, including sub-leases or sub-tenancies.
11.—(1) The assets of any business owned in whole or in part by the claimant and for the purposes of which he is engaged as a self-employed earner or, if he has ceased to be so engaged, for such period as may be reasonable in the circumstances to allow for disposal of any such asset.
(2) The assets of any business owned in whole or in part by the claimant where–
(a)he is not engaged as a self-employed earner in that business by reason of some disease or bodily or mental disablement; but
(b)he intends to become engaged (or, as the case may be, re-engaged) as a self-employed earner in that business as soon as he recovers or is able to become engaged or re-engaged in that business,
for a period of 26 weeks from the date on which the claim for a jobseeker’s allowance is made, or is treated as made, or if it is unreasonable to expect him to become engaged or re-engaged in that business within that period, for such longer period as is reasonable in the circumstances to enable him to become so engaged or re-engaged.
[F12(3) In the case of a person who is receiving assistance under [F13the self-employment route], the assets acquired by that person for the purpose of establishing or carrying on the commercial activity in respect of which such assistance is being received.
(4) In the case of a person who has ceased carrying on the commercial activity in respect of which assistance was received as specified in sub-paragraph (3), the assets relating to that activity for such period as may be reasonable in the circumstances to allow for disposal of any such asset.]
Textual Amendments
F12Sch. 8 para. 11(3)(4) added (1.6.1998) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 1998 (S.I. 1998/1174), regs. 1(1), 5(a)
F13Words in Sch. 8 para. 11(3) substituted (27.11.2000) by The Social Security Amendment (Employment Zones) (No. 2) Regulations 2000 (S.I. 2000/2910), reg. 4(2)(d)(ii)
Modifications etc. (not altering text)
C2Sch. 8 para. 11 modified (temp.) (29.11.1999) by The Social Security (New Deal Pilot) Regulations 1999 (S.I. 1999/3156), regs. 1(1), 18(2)(3) (with regs. 1(2), 11, 19)
12. [F14—(1) Subject to sub-paragraph (2),] any arrears of, or any concessionary payment made to compensate for arrears due to the non-payment of—
(a)any payment specified in paragraph [F157, 9, [F1610, 72A,] [F1780, 81 or 82] of Schedule 7] (other income to be disregarded);
(b)[F18an income-based jobseeker’s] allowance or an income-related benefit under Part VII of the Benefits Act [F19, F20... child tax credit, working tax credit [F21, universal credit] [F22or an income-related employment and support allowance]];
F23(c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[F24(d)any discretionary housing payment paid pursuant to regulation 2(1) of the Discretionary Financial Assistance Regulations 2001,]
[F25(e)bereavement support payment under section 30 of the Pensions Act 2014,]
[F26(f)maternity allowance under section 35 of the Benefits Act (state maternity allowance for employed or self-employed earner),]
but only for a period of 52 weeks from the date of receipt of the arrears or the concessionary payment.
[F27(2) In a case where the total of any arrears and, if appropriate, any concessionary payment referred to in sub-paragraph (1) relating to any one of the specified payments, benefits or allowances amounts to £5,000 or more (referred to in this sub-paragraph and in sub-paragraph (3) as the “relevant sum”) and is—
[F28(a)paid in order to rectify, or to compensate for—
(i)an official error as defined in regulation 1(3) of the Social Security and Child Support (Decisions and Appeals) Regulations 1999, or
(ii)an error on a point of law; and]
(b)received by the claimant in full on or after 14th October 2001,
sub-paragraph (1) shall have effect in relation to such arrears or concessionary payment either for a period of 52 weeks from the date of receipt, or, if the relevant sum is received in its entirety during the award of an income-based jobseeker’s allowance, for the remainder of that award if that is a longer period.
(3) For the purposes of sub-paragraph (2), “the award of an income-based jobseeker’s allowance” means—
(a)the award either of an income-based jobseeker’s allowance [F29, income support or of an income-related employment and support allowance] in which the relevant sum (or first part thereof where it is paid in more than one instalment) is received, and
(b)where that award is followed by one or more further awards which in each case may be either of an income-based jobseeker’s allowance [F29, income support or of an income-related employment and support allowance] and which, or each of which, begins immediately after the end of the previous award, such further awards until the end of the last such award, provided that for any such further awards the claimant—
(i)is the person who received the relevant sum, or
(ii)is the partner of the person who received the relevant sum, or was that person’s partner at the date of his death, or
(iii)in the case of a joint-claim jobseeker’s allowance, is a joint-claim couple either member or both members of which received the relevant sum.]
Textual Amendments
F14Words in Sch. 8 para. 12 inserted (14.10.2002) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2002 (S.I. 2002/2380), regs. 1(b), 3(c)
F15Words in Sch. 8 para. 12(1)(a) substituted (coming into force in accordance with art. 1(2) of the amending S.I.) by The Social Security (Scotland) Act 2018 (Information-Sharing and Scottish Child Payment) (Consequential Provision and Modifications) Order 2020 (S.I. 2020/482), art. 4(3)
F16Words in Sch. 8 para. 12(1)(a) substituted (9.11.2020) by The Social Security (Scotland) Act 2018 (Young Carer Grants, Short-Term Assistance and Winter Heating Assistance) (Consequential Provision and Modifications) Order 2020 (S.I. 2020/989), arts. 1(2), 10(3)
F17Words in Sch. 8 para. 12(1)(a) substituted (26.7.2021) by The Social Security (Scotland) Act 2018 (Disability Assistance, Young Carer Grants, Short-term Assistance and Winter Heating Assistance) (Consequential Provision and Modifications) Order 2021 (S.I. 2021/886), arts. 1(2), 12(3)
F18Words in Sch. 8 para. 12(1)(b) substituted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(2), 3(11)(a)
F19Words in Sch. 8 para. 12(b) inserted (for specified purposes and with effect in accordance with reg. 1(9) of the amending S.I.) by The Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) Regulations 2003 (S.I. 2003/455), Sch. 2 para. 24(a)
F20Words in Sch. 8 para. 12(1)(b) omitted (14.4.2008) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), regs. 1(1), 4(17)(a)
F21Words in Sch. 8 para. 12(1)(b) inserted (29.4.2013) by The Universal Credit (Consequential, Supplementary, Incidental and Miscellaneous Provisions) Regulations 2013 (S.I. 2013/630), regs. 1(2), 30(9)
F22Words in Sch. 8 para. 12(1)(b) added (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(29)(a)
F23Sch. 8 para. 12(1)(c) omitted (4.4.2005) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2005 (S.I. 2005/574), regs. 1(1), 6(6)
F24Sch. 8 para. 12(d) added (2.7.2001) by The Social Security Amendment (Discretionary Housing Payments) Regulations 2001 (S.I. 2001/2333), regs. 1(1), 2(2)(d)
F25Sch. 8 para. 12(1)(e) inserted (coming into force in accordance with art. 1-3 of the amending S.I.) by The Pensions Act 2014 (Consequential, Supplementary and Incidental Amendments) Order 2017 (S.I. 2017/422), arts. 1(2), 14(3)(a)
F26Sch. 8 para. 12(1)(f) inserted (31.10.2019) by The Social Security (Capital Disregards) (Amendment) Regulations 2019 (S.I. 2019/1314), regs. 1, 3(2)(b)
F27Sch. 8 para. 12(2)(3) added (14.10.2002) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2002 (S.I. 2002/2380), regs. 1(b), 3(c)
F28Sch. 8 para. 12(2)(a) substituted (11.9.2018) by The Social Security (Treatment of Arrears of Benefit) Regulations 2018 (S.I. 2018/932), regs. 1, 3
F29Words in Sch. 8 para. 12(3) substituted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(29)(b)
[F3012A. Any payment of a widowed parent’s allowance made pursuant to section 39A of the Benefits Act (widowed parent’s allowance)—
(a)to the survivor of a cohabiting partnership (within the meaning in section 39A(7) of the Benefits Act) who is entitled to a widowed parent’s allowance for a period before the Bereavement Benefits (Remedial) Order 2023 comes into force, and
(b)in respect of any period of time during the period ending with the day before the survivor makes the claim for a widowed parent’s allowance,
but only for a period of 52 weeks from the date of receipt of the payment.]
Textual Amendments
F30Sch. 8 para. 12A inserted (9.2.2023) by The Bereavement Benefits (Remedial) Order 2023 (S.I. 2023/134), art. 1(2), Sch. para. 3(a) (with art. 2)
13. Any sum—
(a)paid to the claimant in consequence of damage to, or loss of, the home or any personal possession and intended for its repair or replacement; or
(b)acquired by the claimant (whether as a loan or otherwise) on the express condition that it is to be used for effecting essential repairs or improvements to the home,
and which is to be used for the intended purpose, for a period of 26 weeks from the date on which it was so paid or acquired or such longer period as is reasonable in the circumstances to enable the claimant to effect the repairs, replacement or improvements.
14. Any sum—
(a)deposited with a housing association as defined in section 1(1) of the Housing Associations Act 1985 F31 as a condition of occupying the home;
(b)which was so deposited and which is to be used for the purchase of another home, for the period of 26 weeks or such longer period as is reasonable in the circumstances to complete the purchase.
15. Any personal possessions except those which have or had been acquired by the claimant with the intention of reducing his capital in order to secure entitlement to a jobseeker’s allowance or to income support or to increase the amount of those benefits.
16. The value of the right to receive any income under an annuity and the surrender value (if any) of such an annuity.
17. Where the funds of a trust are derived from a payment made in consequence of any personal injury to the claimant [F32or the claimant’s partner], the value of the trust fund and the value of the right to receive any payment under that trust.
Textual Amendments
F32Words in Sch. 8 para. 17 inserted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 13(13)(a)
[F3317A.—(1) Any payment made to the claimant or the claimant’s partner in consequence of any personal injury to the claimant or, as the case may be, the claimant’s partner.
(2) But sub-paragraph (1)—
(a)applies only for the period of 52 weeks beginning with the day on which the claimant first receives any payment in consequence of that personal injury;
(b)does not apply to any subsequent payment made to him in consequence of that injury (whether it is made by the same person or another);
(c)ceases to apply to the payment or any part of the payment from the day on which the claimant no longer possesses it;
(d)does not apply to any payment from a trust where the funds of the trust are derived from a payment made in consequence of any personal injury to the claimant.
(3) For the purposes of sub-paragraph (2)(c), the circumstances in which a claimant no longer possesses a payment or a part of it include where the claimant has used a payment or part of it to purchase an asset.
(4) References in sub-paragraphs (2) and (3) to the claimant are to be construed as including references to his partner (where applicable).]
Textual Amendments
F33Sch. 8 para. 17A inserted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 13(13)(b)
18. The value of the right to receive any income under a life interest or from a liferent.
19. The value of the right to receive any income which is disregarded under paragraph 14 of Schedule 6 or paragraph 24 of Schedule 7 (earnings or other income payable in a country outside the United Kingdom).
20. The surrender value of any policy of life insurance.
21. Where any payment of capital falls to be made by instalments, the value of the right to receive any outstanding instalments.
[F3422.—(1) Any payment made by a local authority in accordance with—
(a)section 17, 23B, 23C or 24A of the Children Act 1989,
(b)section 12 of the Social Work (Scotland) Act 1968, F35...
(c)section [F3626A,] 29 or 30 of the Children (Scotland) Act [F371995, or
(d)the following sections of the Social Services and Well-being (Wales) Act 2014—
(aa)section 37 or 38, but excluding any direct payment made in accordance with regulations made under section 51 of that Act, or
(bb)section 109, 110, 114 or 115.]
(2) Any payment (or part of a payment) made by a local authority in accordance with section 23C of the Children Act 1989 [F38or section 26A or 29 of the Children (Scotland) Act 1995 (local authorities’ duty to promote welfare of children, duty to provide continuing care and provision of advice and assistance for certain young persons)] to a person (“A”) which A passes on to the claimant.
(3) Sub-paragraphs (1) and (2) are subject to the following provisions.
(4) Neither of those sub-paragraphs applies where the claimant is a person who is, or would be, prevented from being entitled to a jobseeker’s allowance by section 14 (trade disputes).
(5) Sub-paragraph (2) applies only where A—
(a)was formerly in the claimant’s care, and
[F39(b)is aged 18 or over or, in the case of a payment or part of a payment made in accordance with section 26A of the Children (Scotland) Act 1995, aged 16 or over, and]
(c)continues to live with the claimant.]
Textual Amendments
F34Sch. 8 para. 22 substituted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), reg. 4(17)(b)
F35Word in Sch. 8 para. 22(1)(b) omitted (3.11.2017) by virtue of The Social Services and Well-being (Wales) Act 2014 and the Regulation and Inspection of Social Care (Wales) Act 2016 (Consequential Amendments) Order 2017 (S.I. 2017/901), arts. 1, 6(8)(a)(i)
F36Word in Sch. 8 para. 22(1)(c) inserted (5.8.2016) by The Children and Young People (Scotland) Act 2014 (Consequential Modifications) Order 2016 (S.I. 2016/732), arts. 1(1), 3(3)(a)
F37Words in Sch. 8 para. 22(1)(c) substituted (3.11.2017) by The Social Services and Well-being (Wales) Act 2014 and the Regulation and Inspection of Social Care (Wales) Act 2016 (Consequential Amendments) Order 2017 (S.I. 2017/901), arts. 1, 6(8)(a)(ii)
F38Words in Sch. 8 para. 22(2) substituted (5.8.2016) by The Children and Young People (Scotland) Act 2014 (Consequential Modifications) Order 2016 (S.I. 2016/732), arts. 1(1), 3(3)(b)
23. Any social fund payment made pursuant to Part VIII of the Benefits Act.
[F4023A. Any local welfare provision.]
Textual Amendments
24. Any refund of tax which falls to be deducted under section 369 of the Income and Corporation Taxes Act 1988 F41 (deductions of tax from certain loan interest) on a payment of relevant loan interest for the purpose of acquiring an interest in the home or carrying out repairs or improvements in the home.
Textual Amendments
F411988 c.1; section 369 was amended by the Finance Act 1993 (c.34), section 58 and the Finance Act 1994 (c.9), section 81.
25. Any capital which under regulation 104[F42, 106(1)] or 136 (capital treated as income[F42, modifications in respect of children and young persons] and treatment of student loans) is to be treated as income.
Textual Amendments
F42Words in Sch. 8 para. 25 omitted (for specified purposes and with effect in accordance with reg. 1(6)(7)(8) of the amending S.I.) by virtue of The Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) Regulations 2003 (S.I. 2003/455), Sch. 2 para. 24(b)
26. Where a payment of capital is made in a currency other than sterling, any banking charge or commission payable in converting that payment into sterling.
27.—(1) Any payment made under [F43or by] the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments) (No.2) Trust, the Fund, the Eileen Trust [F44, MFET Limited] [F45, the Skipton Fund] [F46, the Caxton Foundation] [F47, the Scottish Infected Blood Support Scheme] [F48, an approved blood scheme] [F49, the London Emergencies Trust, the We Love Manchester Emergency Fund] [F50, the London Bombings Relief Charitable Fund] [F51, the National Emergencies Trust] [F52, the Victims of Overseas Terrorism Compensation Scheme] (“the Trusts") or the Independent Living [F53Fund (2006)].
[F54(1A) Any Grenfell Tower payment [F55, child abuse payment, Windrush payment ][F56, Post Office compensation payment or vaccine damage payment] or any payment made by the Child Migrants Trust (registered charity number 1171479) under the scheme for former British child migrants.]
(2) Any payment by or on behalf of a person who is suffering or who suffered from haemophilia or who is or was a qualifying person, which derives from a payment made under [F43or by] any of the Trusts to which sub-paragraph (1) refers [F57, or from a Grenfell Tower payment] [F58, a child abuse payment ][F59, a Windrush payment, a Post Office compensation payment or a vaccine damage payment], and which is made to or for the benefit of—
(a)that person’s partner or former partner from whom he is not, or where that person had died was not, estranged or divorced [F60or with whom he has formed a civil partnership that has not been dissolved or, where that person has died, had not been dissolved at the time of that person's death];
(b)any child or young person who is a member of that person’s family or who was such a member and who is a member of the claimant’s family.
(3) Any payment by or on behalf of the partner or former partner of a person who is suffering or who suffered from haemophilia or who is or was a qualifying person, provided that the partner or former partner and that person are not, or if either of them has died were not, estranged or divorced [F61or, where the partner or former partner and that person have formed a civil partnership, the civil partnership has not been dissolved or, if either of them has died, had not been dissolved at the time of the death], which derives from a payment made under [F43or by] any of the Trusts to which sub-paragraph (1) refers [F62, or from a Grenfell Tower payment] [F58, a child abuse payment] [F59, a Windrush payment, a Post Office compensation payment or a vaccine damage payment], and which is made to or for the benefit of
(a)the person who is suffering from haemophilia or who is a qualifying person;
(b)any child or young person who is a member of that person’s family or who was such a member and who is a member of the claimant’s family.
(4) Any payment by a person who is suffering from haemophilia or who is a qualifying person, which derives from a payment made under [F43or by] any of the Trusts to which sub-paragraph (1) refers, [F63or from a Grenfell Tower payment] [F58, a child abuse payment ][F59, a Windrush payment, a Post Office compensation payment or a vaccine damage payment], where—
(a)that person has no partner or former partner from whom he is not estranged or divorced [F64or with whom he has formed a civil partnership that has not been dissolved], nor any child or young person who is or had been a member of that person’s family; and
(b)the payment is made either–
(i)to that person’s parent or step-parent, or
(ii)where that person at the date of payment is a child, a young person or a student who has not completed his full-time education, and has no parent or step-parent, to his guardian,
but only for a period from the date of the payment until the end of two years from that person’s death.
(5) Any payment out of the estate of a person who suffered from haemophilia or who was a qualifying person, which derives from a payment made under [F43or by] any of the Trusts to which sub-paragraph (1) refers, [F65or from a Grenfell Tower payment] [F58, a child abuse payment ][F59, a Windrush payment, a Post Office compensation payment or a vaccine damage payment], where—
(a)that person at the date of his death (the relevant date) had no partner or former partner from whom he was not estranged or divorced [F66or with whom he had formed a civil partnership that had not been dissolved], nor any child or young person who was or had been a member of his family; and
(b)the payment is made either–
(i)to that person’s parent or step-parent, or
(ii)where that person at the relevant date was a child, a young person or a student who had not completed his full-time education, and had no parent or step-parent, to his guardian,
but only for a period of two years from the relevant date.
[F67(5A) Any payment out of the estate of a person, which derives from a payment to meet the recommendation of the Infected Blood Inquiry in its interim report published on 29th July 2022 made under or by the Scottish Infected Blood Support Scheme or an approved blood scheme to the estate of the person, where the payment is made to the person’s son, daughter, step-son or step-daughter.]
[F68(5B) Any payment out of the estate of a person, which derives from a payment made under or by the Scottish Infected Blood Support Scheme or an approved blood scheme to the estate of the person as a result of that person having been infected from contaminated blood products.]
(6) In the case of a person to whom or for whose benefit a payment referred to in this paragraph is made, any capital resource which derives from any payment of income or capital made under or deriving from any of the Trusts [F69or from a Grenfell Tower payment] [F58, a child abuse payment] [F59, a Windrush payment, a Post Office compensation payment or a vaccine damage payment].
Textual Amendments
F43Words in Sch. 8 para. 27(1)-(5) inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(8)(f)
F44Words in Sch. 8 para. 27(1) inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(3)(g)
F45Words in Sch. 8 para. 27(1) inserted (12.5.2004) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2004 (S.I. 2004/1141), regs. 1(1), 3(7)(8)(b)
F46Words in Sch. 8 para. 27(1) inserted (31.10.2011) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2011 (S.I. 2011/2425), regs. 1(2), 10(10)
F47Words in Sch. 8 para. 27(1) inserted (3.4.2017) by The Social Security (Scottish Infected Blood Support Scheme) Regulations 2017 (S.I. 2017/329), regs. 1, 4(3)(f)
F48Words in Sch. 8 para. 27(1) inserted (23.10.2017) by The Social Security (Infected Blood and Thalidomide) Regulations 2017 (S.I. 2017/870), regs. 1, 3(3)(f)
F49Words in Sch. 8 para. 27(1) inserted (19.6.2017) by The Social Security (Emergency Funds) (Amendment) Regulations 2017 (S.I. 2017/689), regs. 1, 3(3)(f)
F50Words in Sch. 8 para. 27(1) inserted (12.12.2005) by The Income-related Benefits (Amendment) (No. 2) Regulations 2005 (S.I. 2005/3391), regs. 1, 5(5)(a)
F51Words in Sch. 8 para. 27(1) inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 3(12)(a)(i)
F52Words in Sch. 8 para. 27(1) inserted (27.10.2023) by The Social Security (Habitual Residence and Past Presence, and Capital Disregards) (Amendment) Regulations 2023 (S.I. 2023/1144), regs. 1(1), 4(3)(c)
F53Words in Sch. 8 para. 27(1) substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(7)(f)
F54Sch. 8 para. 27(1A) inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 3(12)(a)(ii)
F55Words in Sch. 8 para. 27(1A) inserted (1.1.2022) by The Social Security (Income and Capital Disregards) (Amendment) Regulations 2021 (S.I. 2021/1405), regs. 1, 3(8)(a)(i)
F56Words in Sch. 8 para. 27(1A) inserted (9.7.2023) by The Social Security (Income and Capital Disregards) (Amendment) Regulations 2023 (S.I. 2023/640), regs. 1(1), 3(8)(a)
F57Words in Sch. 8 para. 27(2) inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 3(12)(a)(iii)
F58Words in Sch. 8 para. 27(2)-(6) inserted (1.1.2022) by The Social Security (Income and Capital Disregards) (Amendment) Regulations 2021 (S.I. 2021/1405), regs. 1, 3(8)(a)(ii)
F59Words in Sch. 8 para. 27(2)-(6) substituted (9.7.2023) by The Social Security (Income and Capital Disregards) (Amendment) Regulations 2023 (S.I. 2023/640), regs. 1(1), 3(8)(b)
F60Words in Sch. 8 para. 27(2)(a) inserted (5.12.2005) by The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order 2005 (S.I. 2005/2877), art. 1, Sch. 3 para. 26(13)(c)(i) (with art. 3)
F61Words in Sch. 8 para. 27(3) inserted (5.12.2005) by The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order 2005 (S.I. 2005/2877), art. 1, Sch. 3 para. 26(13)(c)(ii) (with art. 3)
F62Words in Sch. 8 para. 27(3) inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 3(12)(a)(iii)
F63Words in Sch. 8 para. 27(4) inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 3(12)(a)(iv)
F64Words in Sch. 8 para. 27(4)(a) inserted (5.12.2005) by The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order 2005 (S.I. 2005/2877), art. 1, Sch. 3 para. 26(13)(c)(iii) (with art. 3)
F65Words in Sch. 8 para. 27(5) inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 3(12)(a)(iv)
F66Words in Sch. 8 para. 27(5)(a) inserted (5.12.2005) by The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order 2005 (S.I. 2005/2877), art. 1, Sch. 3 para. 26(13)(c)(iv) (with art. 3)
F67Sch. 8 para. 27(5A) inserted (30.8.2023) by The Social Security (Infected Blood Capital Disregard) (Amendment) Regulations 2023 (S.I. 2023/894), regs. 1(1), 2(1)(b)(2)
F68Sch. 8 para. 27(5B) inserted (10.10.2024) by The Social Security (Infected Blood Capital Disregard) (Amendment) Regulations 2024 (S.I. 2024/964), regs. 1(1), 2(1)(b)(2)
F69Words in Sch. 8 para. 27(6) inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 3(12)(a)(v)
F7027A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F70Sch. 8 para. 27A omitted (12.12.2005) by virtue of The Income-related Benefits (Amendment) (No. 2) Regulations 2005 (S.I. 2005/3391), regs. 1, 5(5)(b)
28. The value of the right to receive an occupational or personal pension.
29. The value of any funds held under a personal pension scheme.
30. The value of the right to receive any rent except where the claimant has a reversionary interest in the property in respect of which rent is due.
31. Any payment in kind [F71which is a Grenfell Tower payment [F72, a child abuse payment or a Windrush payment] or is] made by a charity or under [F73or by] the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments) (No.2) Trust, the Fund, the Eileen Trust [F74, MFET Limited] [F75, the Skipton Fund, the Caxton Foundation] [F76, the Scottish Infected Blood Support Scheme] [F77, an approved blood scheme] or the Independent Living [F78Fund (2006)].
Textual Amendments
F71Words in Sch. 8 para. 31 inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 3(12)(b)
F72Words in Sch. 8 para. 31 inserted (1.1.2022) by The Social Security (Income and Capital Disregards) (Amendment) Regulations 2021 (S.I. 2021/1405), regs. 1, 3(8)(b)
F73Words in Sch. 8 para. 31 inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(8)(f)
F74Words in Sch. 8 para. 31 inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(3)(g)
F75Words in Sch. 8 para. 31 inserted (31.10.2011) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2011 (S.I. 2011/2425), regs. 1(2), 10(9)
F76Words in Sch. 8 para. 31 inserted (3.4.2017) by The Social Security (Scottish Infected Blood Support Scheme) Regulations 2017 (S.I. 2017/329), regs. 1, 4(3)(f)
F77Words in Sch. 8 para. 31 inserted (23.10.2017) by The Social Security (Infected Blood and Thalidomide) Regulations 2017 (S.I. 2017/870), regs. 1, 3(3)(f)
F78Words in Sch. 8 para. 31 substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(7)(f)
[F7932. Any payment made pursuant to section 2 of the Employment and Training Act 1973 or section 2 of the Enterprise and New Towns (Scotland) Act 1990, but only for the period of 52 weeks beginning on the date of receipt of the payment.]
Textual Amendments
F79Sch. 8 para. 32 substituted (1.4.2004) by The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(4)(a)
33. Any payment made by the Secretary of State to compensate for the loss (in whole or in part) of entitlement to housing benefit.
34. Any payment made to a juror or a witness in respect of attendance at a court other than compensation for loss of earnings or for the loss of a benefit payable under the [F80benefit Acts].
Textual Amendments
F80Words in Sch. 8 para. 34 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(b)
35. Any payment in consequence of a reduction of F81... council tax under section 13[F82, 13A] or, as the case may be, section 80 of the Local Government Finance Act 1992 F83 (reduction of liability for council tax), but only for a period of 52 weeks from the date of the receipt of the payment.
Textual Amendments
F81Words in Sch. 8 para. 35 omitted (14.4.2008) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), regs. 1(1), 4(17)(c)
F82Word in Sch. 8 para. 35 inserted (2.4.2013) by The Social Security (Miscellaneous Amendments) Regulations 2013 (S.I. 2013/443), regs. 1, 4(13)(b)
[F8436.—(1) Any payment or repayment made—
(a)as respects England, under regulation 5, 6 or 12 of the National Health Service (Travel Expenses and Remission of Charges) Regulations 2003 (travelling expenses and health service supplies);
(b)as respects Wales, under regulation 5, 6 or 11 of the National Health Service (Travelling Expenses and Remission of Charges) (Wales) Regulations 2007 (travelling expenses and health service supplies);
(c)as respects Scotland, under regulation 3, 5 or 11 of the National Health Service (Travelling Expenses and Remission of Charges) (Scotland) (No. 2) Regulations 2003 (travelling expenses and health service supplies),
but only for a period of 52 weeks from the date of receipt of the payment or repayment.
(2) Any payment or repayment made by the Secretary of State for Health [F85and Social Care] , the Scottish Ministers or the Welsh Ministers which is analogous to a payment or repayment mentioned in sub-paragraph (1), but only for a period of 52 weeks from the date of receipt of the payment or repayment.]
Textual Amendments
[F8437. Any payment made to such persons entitled to receive benefits as may be determined by or under a scheme made pursuant to section 13 of the Social Security Act 1988 in lieu of vouchers or similar arrangements in connection with the provision of those benefits (including payments made in place of healthy start vouchers, milk tokens or the supply of vitamins), but only for a period of 52 weeks from the date of receipt of the payment.
Textual Amendments
[F8637A. Any payment made under Part 8A of the Benefits Act (entitlement to health in pregnancy grant).]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F86Sch. 8 para. 37A inserted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), reg. 4(13)(a)
38. Any payment made either by the Secretary of State for [F87Justice] or by the [F88Scottish Ministers] under a scheme established to assist relatives and other persons to visit persons in custody, but only for a period of 52 weeks from the date of receipt of the payment.
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F87Word in Sch. 8 para. 38 substituted (22.8.2007) by The Secretary of State for Justice Order 2007 (S.I. 2007/2128), art. 1(2), Sch. para. 16(3)
F88Words in Sch. 8 para. 38 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(d)
39. [F89Any arrears of supplementary pension which is disregarded under paragraph 53 of Schedule 7 (sums to be disregarded in the calculation of income other than earnings) or of any amount which is disregarded under paragraph 54 or 55 of that Schedule, but only for a period of 52 weeks from the date of receipt of the arrears.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F89Sch. 8 para. 39 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(e)
40. Any payment (other than a training allowanceF90... made, whether by the Secretary of State or by any other person, under the Disabled Persons (Employment) Act 1944 F91 F92... to assist disabled persons to obtain or retain employment despite their disability.
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F90Words in Sch. 8 para. 40 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(4)(b)(i)
F92Words in Sch. 8 para. 40 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(4)(b)(ii)
41. Any payment made by a local authority under section 3 of the Disabled Persons (Employment) Act 1958 F93 [F94or under Part 4 of the Social Services and Well-being (Wales) Act 2014] to homeworkers assisted under the Blind Homeworkers Scheme.
Textual Amendments
[F9542.—(1) Any sum of capital to which sub-paragraph (2) applies and—
(a)which is administered on behalf of a person by the High Court or the County Court under Rule 21.11(1) of the Civil Procedure Rules 1998 or by the Court of Protection;
(b)which can only be disposed of by order or direction of any such court; or
(c)where the person concerned is under the age of 18, which can only be disposed of by order or direction prior to that person attaining age 18.
(2) This sub-paragraph applies to a sum of capital which is derived from—
(a)an award of damages for a personal injury to that person; or
(b)compensation for the death of one or both parents where the person concerned is under the age of 18.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F95Sch. 8 para. 42 substituted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 13(13)(c)
43. Any sum of capital administered on behalf of a person under the age of 18 in accordance with an order made under [F96section 13 of the Children (Scotland) Act 1995]F97, or under Rule 36.14 of the Ordinary Cause Rules 1993 F98 or under Rule 128 of the Ordinary Cause RulesF99, where such sum derives from—
(a)an award of damages for a personal injury to that person; or
(b)compensation for the death of one or both parents [F100where the person concerned is under the age of 18].
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F96Words in Sch. 8 para. 43 substituted (1.10.2003) by The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(5)(b)
F98First Schedule to the Sheriff Courts (Scotland) Act 1907 (c.51) as substituted in respect of causes commenced on or after 1 January 1994 by S.I. 1993/1956.
F99First Schedule to the aforesaid Act of 1907 as substituted by S.I. 1983/747.
F100Words in Sch. 8 para. 43 added (with effect in accordance with reg. 1(2)(3) of the amending S.I.) by The Income-related Benefits and Jobseekers Allowance (Amendment) (No. 2) Regulations 1997 (S.I. 1997/2197), regs. 1(2), 7(9)(b)(10)(f)
44. Any payment to the claimant as holder of the Victoria Cross or George Cross.
Textual Amendments
F10145. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F101Sch. 8 para. 45 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(4)(c)
F10245A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F102Sch. 8 para. 45A omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(4)(c)
F10346. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F103Sch. 8 para. 46 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(4)(c)
[F10447. In the case of a person who is receiving, or who has received, assistance under [F105the self-employment route], any sum of capital which is acquired by that person for the purpose of establishing or carrying on the commercial activity in respect of which such assistance is or was received but only for a period of 52 weeks from the date on which that sum was acquired.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F104Sch. 8 para. 47 added (1.6.1998) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 1998 (S.I. 1998/1174), regs. 1(1), 5(c)
F105Words in Sch. 8 para. 47 substituted (27.11.2000) by The Social Security Amendment (Employment Zones) (No. 2) Regulations 2000 (S.I. 2000/2910), reg. 4(2)(d)(ii)
Modifications etc. (not altering text)
C3Sch. 8 para. 47 modified (temp.) (29.11.1999) by The Social Security (New Deal Pilot) Regulations 1999 (S.I. 1999/3156), regs. 1(1), 18(2)(3) (with regs. 1(2), 11, 19)
F10648. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F106Sch. 8 para. 48 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(4)(c)
49. [F107Any child care expenses reimbursed to the claimant in respect of his participation in the programme known as the intensive activity period of the New Deal pilots for 25 plus as defined for the purposes of the Social Security (New Deal Pilot) Regulations 1999 in regulation 2(1) of those Regulations, but only for a period of 52 weeks from the date of receipt of the payment.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F107Sch. 8 para. 49 modified (temp.) (29.11.1999) by The Social Security (New Deal Pilot) Regulations 1999 (S.I. 1999/3156), regs. 1(1), 17 (with regs. 1(2), 11, 19)
50. [F108Any top-up payment made to a person (“the participant”) pursuant to—
(a) section 2 of the Employment and Training Act 1973 in respect of the participant’s participation in the intensive activity period of the New Deal pilots for 25 plus as defined for the purposes of the Social Security (New Deal Pilot) Regulations 1999 in regulation 2(1) of those Regulations (“the intensive activity period”); or
(b) a written arrangement entered into between the Secretary of State and the person who has arranged for the participant’s participation in the intensive activity period and which is made in respect of the participant’s participation in that period
but only for the period of 52 weeks beginning on the date of receipt of the payment]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F108Sch. 8 para. 50 modified (temp.) (29.11.1999) by The Social Security (New Deal Pilot) Regulations 1999 (S.I. 1999/3156), regs. 1(1), 17 (with regs. 1(2), 11, 19)
[F10951.—(1) Any payment of a sports award for a period of 26 weeks from the date of receipt of that payment except to the extent that it has been made in respect of any one or more of the items specified in sub-paragraph (2).
(2) The items specified for the purposes of sub-paragraph (1) are food, ordinary clothing or footwear, household fuel, rent for which housing benefit is payable or any housing costs to the extent that they are met under regulation 83(f) or 84(1)(g) (housing costs)F110..., of the claimant or, where the claimant is a member of a family, any other member of his family, or any council tax or water charges for which that claimant or member is liable.
(3) For the purposes of sub-paragraph (2)—
“food" does not include vitamins, minerals or other special dietary supplements intended to enhance the performance of the person in the sport in respect of which the award was made;
“ordinary clothing and footwear" means clothing or footwear for normal daily use but does not include school uniforms or clothing or footwear used solely for sporting activities.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F109Sch. 8 para. 51 added (23.8.1999) by The Social Security Amendment (Sports Awards) Regulations 1999 (S.I. 1999/2165), regs. 1(1), 7(5)
F110Words in Sch. 8 para. 51(2) omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), Sch. Pt. 2 para. 25
[F11152.—(1) Any payment—
(a)by way of an education maintenance allowance made pursuant to—
(i)regulations made under section 518 of the Education Act 1996;
(ii)regulations made under section 49 or 73(f) of the Education (Scotland) Act 1980;
(iii)[F112directions made under section 73ZA of the Education (Scotland) Act 1980 and paid under section 12(2)(c) of the Further and Higher Education (Scotland) Act 1992; F113...]
(b)corresponding to such an education maintenance allowance, made pursuant to—
(i)section 14 or section 181 of the Education Act 2002; or
(ii)regulations made under section 181 of that Act[F114; or
(c)in England, by way of financial assistance made pursuant to section 14 of the Education Act 2002.]
(2) Any payment, other than a payment to which sub-paragraph (1) applies, made pursuant to—
(a)regulations made under section 518 of the Education Act 1996;
(b)regulations made under section 49 of the Education (Scotland) Act 1980; or
(c)[F115directions made under section 73ZA of the Education (Scotland) Act 1980 and paid under section 12(2)(c) of the Further and Higher Education (Scotland) Act 1992,]
in respect of a course of study attended by a child or a young person or a person who is in receipt of an education maintenance allowance [F116or other payment] made pursuant to any provision specified in sub-paragraph (1).]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F111Sch. 8 para. 52 substituted (coming into force in accordance with reg. 1(1)(b)(i) of the amending S.I.) by The Social Security (Students and Income-related Benefits) Amendment Regulations 2004 (S.I. 2004/1708), regs. 1(1)(b), 6(4)
F112Words in Sch. 8 para. 52(1)(a)(iii) substituted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(f)(i)
F113Word in Sch. 8 para. 52(1)(a)(iii) omitted (31.10.2011) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2011 (S.I. 2011/2425), regs. 1(2), 10(14)(a)
F114 Sch. 8 para. 52(1)(c) and word added (31.10.2011) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2011 (S.I. 2011/2425), regs. 1(2), 10(14)(b)
F115Words in Sch. 8 para. 52(2)(c) substituted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(f)(ii)
F116Words in Sch. 8 para. 52(2) added (31.10.2011) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2011 (S.I. 2011/2425), regs. 1(2), 10(14)(c)
[F11753. In the case of a claimant participating in an employment zone programme, any discretionary payment made by an employment zone contractor to the claimant, being a fee, grant, loan or otherwise, but only for the period of 52 weeks from the date of receipt of the payment.
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F117Sch. 8 paras. 53, 54 added (3.4.2000) by The Social Security Amendment (Employment Zones) Regulations 2000 (S.I. 2000/724), regs. 1(1), 3(4)(b)
54. Any arrears of subsistence allowance paid as a lump sum but only for the period of 52 weeks from the date of receipt of the payment.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F117Sch. 8 paras. 53, 54 added (3.4.2000) by The Social Security Amendment (Employment Zones) Regulations 2000 (S.I. 2000/724), regs. 1(1), 3(4)(b)
[F11855. Any payment made to a person under regulation 11 of the Social Security (Payments to Reduce Under-occupation) Regulations 2000, but only for a period of 52 weeks from the date of payment.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F118 Sch. 8 para. 55 added (3.4.2000) by The Social Security (Payments to Reduce Under-occupation) Regulations 2000 (S.I. 2000/637), regs. 1(2), 12(1)(2)(d) (with reg. 15)
[F11956. Where an ex-gratia payment of £10,000 has been made by the Secretary of State on or after 1st February 2001 in consequence of the imprisonment or internment of—
(a)the claimant;
(b)the claimant’s partner;
(c)the claimant’s deceased spouse [F120or deceased civil partner]; or
(d)the claimant’s partner’s deceased spouse [F120or deceased civil partner],
by the Japanese during the Second World War, £10,000.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F119Sch. 8 para. 56 added (1.2.2001) by The Social Security Amendment (Capital Disregards) Regulations 2001 (S.I. 2001/22), regs. 1, 2(b)
[F12157.—(1) Subject to sub-paragraph (2), the amount of any trust payment made to a claimant or a member of a claimant’s family who is—
(a)a diagnosed person;
(b)the diagnosed person’s partner or the person who was the diagnosed person’s partner at the date of the diagnosed person’s death;
(c)a parent of a diagnosed person, a person acting in the place of the diagnosed person’s parents or a person who was so acting at the date of the diagnosed person’s death; or
(d)a member of the diagnosed person’s family (other than his partner) or a person who was a member of the diagnosed person’s family (other than his partner) at the date of the diagnosed person’s death.
(2) Where a trust payment is made to—
(a)a person referred to in sub-paragraph (1)(a) or (b), that sub-paragraph shall apply for the period beginning on the date on which the trust payment is made and ending on the date on which that person dies;
(b)a person referred to in sub-paragraph (1)(c), that sub-paragraph shall apply for the period beginning on the date on which the trust payment is made and ending two years after that date;
(c)a person referred to in sub-paragraph (1)(d), that sub-paragraph shall apply for the period beginning on the date on which the trust payment is made and ending—
(i)two years after that date; or
(ii)on the day before the day on which that person—
(aa)ceases receiving full-time education; or
(bb)attains the age of [F12220],
whichever is the latest.
(3) Subject to sub-paragraph (4), the amount of any payment by a person to whom a trust payment has been made, or of any payment out of the estate of a person to whom a trust payment has been made, which is made to a claimant or a member of a claimant’s family who is—
(a)the diagnosed person’s partner or the person who was the diagnosed person’s partner at the date of the diagnosed person’s death;
(b)a parent of a diagnosed person, a person acting in the place of the diagnosed person’s parents or a person who was so acting at the date of the diagnosed person’s death; or
(c)a member of the diagnosed person’s family (other than his partner) or a person who was a member of the diagnosed person’s family (other than his partner) at the date of the diagnosed person’s death,
but only to the extent that such payments do not exceed the total amount of any trust payments made to that person.
(4) Where a payment as referred to in sub-paragraph (3) is made to—
(a)a person referred to in sub-paragraph (3)(a), that sub-paragraph shall apply for the period beginning on the date on which that payment is made and ending on the date on which that person dies;
(b)a person referred to in sub-paragraph (3)(b), that sub-paragraph shall apply for the period beginning on the date on which that payment is made and ending two years after that date;
(c)a person referred to in sub-paragraph (3)(c), that sub-paragraph shall apply for the period beginning on the date on which that payment is made and ending—
(i)two years after that date; or
(ii)on the day before the day on which that person—
(aa)ceases receiving full-time education; or
(bb)attains the age of [F12320],
whichever is the latest.
(5) In this paragraph, a reference to a person—
(a)being the diagnosed person’s partner;
(b)being a member of the diagnosed person’s family; or
(c)acting in the place of the diagnosed person’s parents,
at the date of the diagnosed person’s death shall include a person who would have been such a person or a person who would have been so acting, but for the diagnosed person [F124residing in a care home, an Abbeyfield Home or an independent hospital] on that date.
(6) In this paragraph—
“diagnosed person" means a person who has been diagnosed as suffering from, or who, after his death, has been diagnosed as having suffered from, variant Creutzfeldt-Jakob disease;
“relevant trust" means a trust established out of funds provided by the Secretary of State in respect of persons who suffered, or who are suffering, from variant Creutzfeldt-Jakob disease for the benefit of persons eligible for payments in accordance with its provisions;
“trust payment" means a payment under a relevant trust.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F121Sch. 8 para. 57 added (12.4.2001) by The Social Security Amendment (Capital Disregards and Recovery of Benefits) Regulations 2001 (S.I. 2001/1118), regs. 1, 2(1)
F122Word in Sch. 8 para. 57(2)(c)(ii)(bb) substituted (10.4.2006) by The Social Security (Young Persons) Amendment Regulations 2006 (S.I. 2006/718), regs. 1(2)(a), 3(11)
F123Word in Sch. 8 para. 57(4)(c)(ii)(bb) substituted (10.4.2006) by The Social Security (Young Persons) Amendment Regulations 2006 (S.I. 2006/718), regs. 1(2)(a), 3(11)
F124Words in Sch. 8 para. 57(5) substituted (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 15
[F12558. The amount of a payment, other than a war pension F126..., to compensate for the fact that the claimant, the claimant’s partner, the claimant’s deceased spouse [F127or deceased civil partner] or the claimant’s partner’s deceased spouse [F127 or deceased civil partner] —
(a)was a slave labourer or a forced labourer;
(b)had suffered property loss or had suffered personal injury; or
(c)was a parent of a child who had died,
during the Second World War.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F125Sch. 8 para. 58 added (19.11.2001) by The Social Security Amendment (Capital Disregards) (No. 2) Regulations 2001 (S.I. 2001/3481), regs. 1, 2(d)
F126Words in Sch. 8 para. 58 omitted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(g)
F127Words in Sch. 8 para. 58 inserted (5.12.2005) by The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order 2005 (S.I. 2005/2877), art. 1, Sch. 3 para. 26(13)(e) (with art. 3)
[F12859.—[F129(1) Any payment made by a local authority, or by the [F130Welsh Ministers], to or on behalf of the claimant or his partner relating to a service which is provided to develop or sustain the capacity of the claimant or his partner to live independently in his accommodation.]
(2) For the purposes of sub-paragraph (1) “local authority” means–
(a)in relation to England, a county council, a district council, a London borough council, the Common Council of the City of London or the Council of the Isles of Scilly;
(b)in relation to Wales, a county council or a county borough council;
(c)in relation to Scotland, a council constituted under section 2 of the Local Government etc. (Scotland) Act 1994.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F128Sch. 8 para. 59 added (1.4.2003) by The Social Security (Miscellaneous Amendments) Regulations 2003 (S.I. 2003/511), regs. 1, 3(3)(b)
F129Sch. 8 para. 59(1) substituted (1.10.2003) by The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(5)(c)
F130Words in Sch. 8 para. 59(1) substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(h)
[F13160. Any payment made under [F132sections 31 to 33 of the Care Act 2014 (direct payments) or under] F133... regulations made under section 57 of the Health and Social Care Act 2001 or [F134as a direct payment as defined in section 4(2) of the Social Care (Self-directed Support) (Scotland) Act 2013] [F135, or under sections 12A to 12D of the National Health Service Act 2006 (direct payments for health care)] [F136, or in accordance with regulations made under section 50 or 52 of the Social Services and Well-being (Wales) Act 2014 (direct payments)].]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F131Sch. 8 paras. 60-62 added (1.10.2003) by The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(5)(d)
F132Words in Sch. 8 para. 60 inserted (1.4.2015) by The Care Act 2014 (Consequential Amendments) (Secondary Legislation) Order 2015 (S.I. 2015/643), art. 1(2), Sch. para. 9(4) (with art. 4)
F133Words in Sch. 8 para. 60 omitted (6.4.2009) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), regs. 1(2), 4(13)(b)
F134Words in Sch. 8 para. 60 substituted (1.4.2014) by The Social Care (Self-directed Support) (Scotland) Act 2013 (Consequential Modifications and Savings) Order 2014 (S.I. 2014/513), art. 1(2), Sch. para. 5(b) (with art. 3)
F135Words in Sch. 8 para. 60 inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(13)
[F13761. Any payment made to the claimant pursuant to regulations under section 2(6)(b), 3 or 4 of the Adoption and Children Act 2002.]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F137Sch. 8 para. 61 substituted (30.12.2005) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2005 (S.I. 2005/2465), regs. 1(3)(b), 3(9)
[F13861A. Any payment made to the claimant in accordance with regulations made pursuant to section 14F of the Children Act 1989 (special guardianship support services).]
Textual Amendments
F13962. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F139Sch. 8 para. 62 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(4)(c)
F14063. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .]
Textual Amendments
F84Sch. 8 para. 36-37 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(11)(c)
F140Sch. 8 para. 63 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(4)(c)
[F14164. Any payments to a claimant made under section 49 of the Children and Families Act 2014 (personal budgets and direct payments)]
Textual Amendments
[F14265.—[F143(1)] Any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment), but only for a period of 52 weeks from the date of receipt of the payment.]
[F144(2) Where bereavement support payment under section 30 of the Pensions Act 2014 is paid to the survivor of a cohabiting partnership (within the meaning in section 30(6B) of the Pensions Act 2014) in respect of a death occurring before the day the Bereavement Benefits (Remedial) Order 2023 comes into force, any amount of that payment which is—
(a)in respect of the rate set out in regulation 3(1) of the Bereavement Support Payment Regulations 2017, and
(b)paid as a lump sum for more than one monthly recurrence of the day of the month on which their cohabiting partner died,
but only for a period of 52 weeks from the date of receipt of the payment.]
Textual Amendments
F142Sch. 8 para. 65 inserted (coming into force in accordance with art. 1-3 of the amending S.I.) by The Pensions Act 2014 (Consequential, Supplementary and Incidental Amendments) Order 2017 (S.I. 2017/422), arts. 1(2), 14(3)(b)
F143Sch. 8 para. 65 renumbered as Sch. 8 para. 65(1) (9.2.2023) by The Bereavement Benefits (Remedial) Order 2023 (S.I. 2023/134), art. 1(2), Sch. para. 3(b)(i) (with art. 2)
F144Sch. 8 para. 65(2) inserted (9.2.2023) by The Bereavement Benefits (Remedial) Order 2023 (S.I. 2023/134), art. 1(2), Sch. para. 3(b)(ii) (with art. 2)
[F14566. Any payment made under or by a trust, established for the purpose of giving relief and assistance to disabled persons whose disabilities were caused by the fact that during their mother’s pregnancy she had taken a preparation containing the drug known as Thalidomide, and which is approved by the Secretary of State.]
Textual Amendments
[F14667. Any payments made to a claimant under section 73(1)(b) of the Children and Young People (Scotland) Act 2014 (kinship care assistance).]
Textual Amendments
[F14768. Any early years assistance given in accordance with section 32 of the Social Security (Scotland) Act 2018.]
Textual Amendments
F147Sch. 8 para. 68 inserted (coming into force in accordance with art. 1(2) of the amending S.I.) by The Social Security (Scotland) Act 2018 (Best Start Grants) (Consequential Modifications and Saving) Order 2018 (S.I. 2018/1138), art. 6(3)
[F14869. Any funeral expense assistance given in accordance with section 34 of the Social Security (Scotland) Act 2018.]
Textual Amendments
F148Sch. 8 para. 69 inserted (16.9.2019 immediately after S.S.I. 2019/292 comes into force) by The Social Security (Scotland) Act 2018 (Funeral Expense Assistance and Early Years Assistance) (Consequential Modifications and Savings) Order 2019 (S.I. 2019/1060), arts. 1(2)(b), 9(3)
[F14970. Any assistance given in accordance with the Carer’s Assistance (Young Carer Grants) (Scotland) Regulations 2019.]
Textual Amendments
[F15071. Any winter heating assistance given in accordance with regulations made under section 30 of the Social Security (Scotland) Act 2018.]
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