The Social Security (Claims and Payments) Regulations 1987

Changes to legislation:

There are currently no known outstanding effects for the The Social Security (Claims and Payments) Regulations 1987, Section 3.

Changes to Legislation

Revised legislation carried on this site may not be fully up to date. At the current time any known changes or effects made by subsequent legislation have been applied to the text of the legislation you are viewing by the editorial team. Please see ‘Frequently Asked Questions’ for details regarding the timescales for which new effects are identified and recorded on this site.

Claims not required for entitlement to benefit in certain casesE+W+S

3.—[F1(1)] It shall not be a condition of entitlement to benefit that a claim be made for it in the following cases:–

[F2(za)in the case of a Category A or B retirement pension, where the beneficiary is a person to whom regulation 3A applies;]

(a)in the case of a Category C retirement pension where the beneficiary is in receipt of–

(i)another retirement pension under the Social Security Act 1975; or

(ii)widow's benefit under Chapter 1 of Part II of that Act; or

(iii)benefit by virtue of section 39(4) of that Act corresponding to a widow's pension or a widowed mother's allowance; [F3or]

[F4(iv)widowed parent’s allowance;]

(b)in the case of a Category D retirement pension where the beneficiary–

(i)was ordinarily resident in Great Britain on the day on which he attained 80 years of age; and

(ii)is in receipt of another retirement pension under the Social Security Act 1975;

(c)age addition in any case;

[F5(ca)in the case of a Category A retirement pension where the beneficiary—

(i)is entitled to any category of retirement pension other than a Category A retirement pension; and

(ii)becomes divorced or the beneficiary’s civil partnership is dissolved;]

[F6(cb)in the case of a Category B retirement pension where the beneficiary is entitled to either a Category A retirement pension or to a graduated retirement benefit or to both and

(i)the spouse or civil partner of the beneficiary becomes entitled to a Category A retirement pension [F7or a state pension under section 4 of the Pensions Act 2014]; or

(ii)the beneficiary marries or enters into a civil partnership with a person who is entitled to a Category A retirement pension [F8or a state pension under section 4 of the Pensions Act 2014];] [F9or]

[F9(iii)the spouse or civil partner of the beneficiary dies having been entitled to a Category A retirement pension [F10or a state pension under section 4 of the Pensions Act 2014] at the date of death;]

(d)in the case of a Category A or B retirement pension [F11or a state pension under Part 1 of the Pensions Act 2014]–

(i)where the beneficiary is a woman [F12who has reached pensionable age and is] entitled to a widowed mother's allowance F13..., on her ceasing to be so entitled; F14...

F14(ii). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

F15(da). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

[F16(e)in the case of retirement allowance.]

F17(f). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

[F18(g)in the case of a jobseeker’s allowance where–

(i)payment of benefit has been suspended in the circumstance prescribed in regulation 16(2) of the Social Security and Child Support (Decisions and Appeals) Regulations 1999; and

(ii)the claimant whose benefit has been suspended satisfies the conditions of entitlement (apart from the requirement to claim) to that benefit immediately before the suspension ends;]

[F19(h)in the case of income support where the beneficiary—

(i)is a person to whom regulation F20... [F216(5)] of the Income Support (General) Regulations 1987 (persons not treated as engaged in remunerative work) applies;

(ii)was in receipt of an income-based jobseeker’s allowance [F22or an income-related employment and support allowance] on the day before the day on which he was first engaged in the work referred to in sub-paragraph (a) of [F23those paragraphs]; and

(iii)would satisfy the conditions of entitlement to income support (apart from the condition of making a claim which would apply in the absence of this paragraph) only by virtue of F24... [F25regulation 6(6)] of those Regulations.]

[F26(i)in the case of a shared additional pension where the beneficiary is in receipt of a retirement pension of any category.]

[F27(j)in the case of an employment and support allowance where—

(i)the beneficiary has made and is pursuing an appeal against a relevant decision of the Secretary of State, and

(ii)that appeal relates to a decision to terminate or not to award a benefit for which a claim was made.]

[F28(ja)in the case of a state pension under any section of Part 1 of the Pensions Act 2014 where the beneficiary is entitled to—

(i)a state pension under a different section of Part 1 of that Act; or

(ii)another state pension under the same section of Part 1 of that Act.]

[F29(2) In this regulation—

“appellate authority” means the First-tier Tribunal, the Upper Tribunal, the Court of Appeal, the Court of Session, or the Supreme Court; and

“relevant decision” means—

(a)

a decision that embodies the first determination by the Secretary of State that the claimant does not have limited capability for work; or

(b)

a decision that embodies the first determination by the Secretary of State that the claimant does not have limited capability for work since a previous determination by the Secretary of State or appellate authority that the claimant does have limited capability for work.]

Textual Amendments

F1Reg. 3(1): reg. 3 renumbered as reg. 3(1) (with application in accordance with reg. 2 of the amending S.I.) by The Employment and Support Allowance (Repeat Assessments and Pending Appeal Awards) (Amendment) Regulations 2015 (S.I. 2015/437), regs. 1, 5(2)

F2Reg. 3(za) inserted (2.11.2010) by The Social Security (Exemption from Claiming Retirement Pension) Regulations 2010 (S.I. 2010/1794), regs. 1, 2(2)

F3Reg. 3(a)(iv) and word added (9.4.2001) by The Social Security (Benefits for Widows and Widowers) (Consequential Amendments) Regulations 2000 (S.I. 2000/1483), regs. 1, 9(3)(a)

F4Reg. 3(1)(a)(iv) substituted (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), 10(3)(a)

F5Reg. 3(ca)(cb) inserted (24.9.2007) by The Social Security (Miscellaneous Amendments) (No.4) Regulations 2007 (S.I. 2007/2470), regs. 1, 2(2)(a)

F6Reg. 3(cb) substituted (17.3.2008) by The Social Security (Claims and Payments) Amendment Regulations 2008 (S.I. 2008/441), regs. 1, 2(2)

F7Words in reg. 3(1)(cb)(i) inserted (coming into force in accordance with art. 1(2)(b) of the amending S.I.) by The Pensions Act 2014 (Consequential, Supplementary and Incidental Amendments) Order 2015 (S.I. 2015/1985), arts. 1(2)(b), 9(3)(a)

F8Words in reg. 3(1)(cb)(ii) inserted (coming into force in accordance with art. 1(2)(b) of the amending S.I.) by The Pensions Act 2014 (Consequential, Supplementary and Incidental Amendments) Order 2015 (S.I. 2015/1985), arts. 1(2)(b), 9(3)(a)

F9Reg. 3(cb)(iii) and word added (13.7.2009) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2009 (S.I. 2009/1490), regs. 1, 2(3)

F10Words in reg. 3(1)(cb)(iii) inserted (coming into force in accordance with art. 1(2)(b) of the amending S.I.) by The Pensions Act 2014 (Consequential, Supplementary and Incidental Amendments) Order 2015 (S.I. 2015/1985), arts. 1(2)(b), 9(3)(a)

F11Words in reg. 3(1)(d) inserted (coming into force in accordance with art. 1(2)(b) of the amending S.I.) by The Pensions Act 2014 (Consequential, Supplementary and Incidental Amendments) Order 2015 (S.I. 2015/1985), arts. 1(2)(b), 9(3)(b)