- Y Diweddaraf sydd Ar Gael (Diwygiedig)
- Pwynt Penodol mewn Amser (31/12/2020)
- Gwreiddiol (a wnaed Fel)
Version Superseded: 12/04/2021
Point in time view as at 31/12/2020.
There are currently no known outstanding effects for the The State Pension Credit Regulations 2002, PART II.
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2.—(1) A person is to be treated as not in Great Britain if, subject to the following provisions of this regulation, he is not habitually resident in the United Kingdom, the Channel Islands, the Isle of Man or the Republic of Ireland.
(2) No person shall be treated as habitually resident in the United Kingdom, the Channel Islands, the Isle of Man or the Republic of Ireland unless he has a right to reside in (as the case may be) the United Kingdom, the Channel Islands, the Isle of Man or the Republic of Ireland other than a right to reside which falls within paragraph (3) [F2or (3A)].
(3) A right to reside falls within this paragraph if it is one which exists by virtue of, or in accordance with, one or more of the following—
(a)regulation 13 of the [F3Immigration (European Economic Area) Regulations 2016];
(b)regulation 14 of those Regulations, but only in a case where the right exists under that regulation because the person is—
(i)a jobseeker for the purpose of the definition of “qualified person” in regulation 6(1) of those Regulations, or
(ii)a family member (within the meaning of regulation 7 of those Regulations) of such a jobseeker; [F4or]
(bb)[F5regulation 16 of those Regulations, but only in a case where the right exists under that regulation because the person satisfies the criteria in paragraph (5) of that regulation;]
F6(c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F6(d). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F6(e). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[F7(3A) A right to reside falls within this paragraph if it exists by virtue of a person having been granted limited leave to enter, or remain in, the United Kingdom under the Immigration Act 1971 by virtue of—
(a)Appendix EU to the immigration rules made under section 3(2) of that Act; F8...
(b)being a person with a Zambrano right to reside as defined in Annex 1 of Appendix EU to the immigration rules made under section 3(2) of that Act[F9; or
(c)having arrived in the United Kingdom with an entry clearance that was granted under Appendix EU (Family Permit) to the immigration rules made under section 3(2) of that Act].]
[F10(3B) Paragraph (3A)(a) does not apply to a person who—
(a)has a right to reside granted by virtue of being a family member of a relevant person of Northern Ireland; and
(b)would have a right to reside under the Immigration (European Economic Area) Regulations 2016 if the relevant person of Northern Ireland were an EEA national, provided that the right to reside does not fall within paragraph (3).]
(4) A person is not to be treated as not in Great Britain if he is—
[F11(za)a qualified person for the purposes of regulation 6 of the [F12Immigration (European Economic Area) Regulations 2016] as a worker or a self-employed person;
(zb)a family member of a person referred to in sub-paragraph (za)F13...;
(zc)a person who has a right to reside permanently in the United Kingdom by virtue of regulation 15(1)(c), (d) or (e) of those Regulations;]
[F14(zd)a family member of a relevant person of Northern Ireland, with a right to reside which falls within paragraph (3A)(a), provided that the relevant person of Northern Ireland falls within sub-paragraph (za), or would do so but for the fact that they are not an EEA national;]
[F15(ze)a frontier worker within the meaning of regulation 3 of the Citizens’ Rights (Frontier Workers) (EU Exit) Regulations 2020;
(zf)a family member of a person referred to in sub-paragraph (ze), who has been granted limited leave to enter, or remain in, the United Kingdom by virtue of Appendix EU to the immigration rules made under section 3(2) of the Immigration Act 1971;]
F11(a). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F11(b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F11(c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F11(d). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F11(e). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F11(f). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(g)a refugee within the definition in Article 1 of the Convention relating to the Status of Refugees done at Geneva on 28th July 1951, as extended by Article 1(2) of the Protocol relating to the Status of Refugees done at New York on 31st January 1967;
(h)[F16a person who has been granted leave or who is deemed to have been granted leave outside the rules made under section 3(2) of the Immigration Act 1971 (where that leave is—
(i)discretionary leave to enter or remain in the United Kingdom;
(ii)leave to remain under the Destitution Domestic Violence concession; or
(iii)leave deemed to have been granted by virtue of regulation 3 of the Displaced Persons (Temporary Protection) Regulations 2005;]
[F17(hh)a person who has humanitarian protection granted under those rules; [F18or]]
(i)a person who is not a person subject to immigration control within the meaning of section 115(9) of the Immigration and Asylum Act 1999 and who is in the United Kingdom as a result of his deportation, expulsion or other removal by compulsion of law from another country to the United Kingdom;] F19...
F20(j). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F20(k). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[F21(5) In this regulation—
“EEA national” has the meaning given in regulation 2(1) of the Immigration (European Economic Area) Regulations 2016;
“family member” has the meaning given in regulation 7(1)(a), (b) or (c) of the Immigration (European Economic Area) Regulations 2016 except that regulation 7(4) of those Regulations does not apply for the purposes of paragraphs (3B) and (4)(zd);
“relevant person of Northern Ireland” has the meaning given in Annex 1 of Appendix EU to the immigration rules made under section 3(2) of the Immigration Act 1971.]
[F22(6) In this regulation references to the Immigration (European Economic Area) Regulations 2016 are to be read with Schedule 4 to the Immigration and Social Security Co-ordination (EU Withdrawal) Act 2020(Consequential, Saving, Transitional and Transitory Provisions) Regulations 2020.]
Textual Amendments
F1Reg. 2 substituted (30.4.2006) by The Social Security (Persons from Abroad) Amendment Regulations 2006 (S.I. 2006/1026), regs. 1, 9(2) (with reg. 11(2))
F2Words in reg. 2(2) inserted (7.5.2019) by The Social Security (Income-related Benefits) (Updating and Amendment) (EU Exit) Regulations 2019 (S.I. 2019/872), regs. 1, 4(2)(a)
F3Words in reg. 2(3)(a) substituted (7.5.2019) by The Social Security (Income-related Benefits) (Updating and Amendment) (EU Exit) Regulations 2019 (S.I. 2019/872), regs. 1, 4(2)(b)
F4Word in reg. 2(3)(b)(ii) inserted (31.12.2020) by The Immigration and Social Security Co-ordination (EU Withdrawal) Act 2020 (Consequential, Saving, Transitional and Transitory Provisions) (EU Exit) Regulations 2020 (S.I. 2020/1309), regs. 1(2), 59(2)(a)(i)
F5Reg. 2(3)(bb) substituted (7.5.2019) by The Social Security (Income-related Benefits) (Updating and Amendment) (EU Exit) Regulations 2019 (S.I. 2019/872), regs. 1, 4(2)(c)
F6Reg. 2(3)(c)-(e) omitted (31.12.2020) by virtue of The Immigration and Social Security Co-ordination (EU Withdrawal) Act 2020 (Consequential, Saving, Transitional and Transitory Provisions) (EU Exit) Regulations 2020 (S.I. 2020/1309), regs. 1(2), 59(2)(a)(ii)
F7Reg. 2(3A) inserted (7.5.2019) by The Social Security (Income-related Benefits) (Updating and Amendment) (EU Exit) Regulations 2019 (S.I. 2019/872), regs. 1, 4(2)(d)
F8Word in reg. 2(3A)(a) omitted (31.12.2020 immediately after IP completion day) by virtue of The Immigration (Citizens' Rights etc.) (EU Exit) Regulations 2020 (S.I. 2020/1372), regs. 1(2)(a)(3)(d), 13(2)(a)
F9Reg. 2(3A)(c) and word inserted (31.12.2020 immediately after IP completion day) by The Immigration (Citizens' Rights etc.) (EU Exit) Regulations 2020 (S.I. 2020/1372), regs. 1(2)(a)(3)(d), 13(2)(b)
F10Reg. 2(3B) inserted (24.8.2020) by The Social Security (Income-Related Benefits) (Persons of Northern Ireland - Family Members) (Amendment) Regulations 2020 (S.I. 2020/683), regs. 1, 4(2)(a)
F11Reg. 2(4)(za)-(zc) substituted for reg. 2(4)(a)-(f) (31.5.2014) by The Social Security (Habitual Residence) (Amendment) Regulations 2014 (S.I. 2014/902), regs. 1, 4
F12Words in reg. 2(4)(za) substituted (7.5.2019) by The Social Security (Income-related Benefits) (Updating and Amendment) (EU Exit) Regulations 2019 (S.I. 2019/872), regs. 1, 4(2)(e)
F13Words in reg. 2(4)(zb) omitted (24.8.2020) by virtue of The Social Security (Income-Related Benefits) (Persons of Northern Ireland - Family Members) (Amendment) Regulations 2020 (S.I. 2020/683), regs. 1, 4(2)(b)
F14Reg. 2(4)(zd) inserted (24.8.2020) by The Social Security (Income-Related Benefits) (Persons of Northern Ireland - Family Members) (Amendment) Regulations 2020 (S.I. 2020/683), regs. 1, 4(2)(c)
F15Reg. 2(4)(ze)(zf) inserted (31.12.2020) by The Immigration and Social Security Co-ordination (EU Withdrawal) Act 2020 (Consequential, Saving, Transitional and Transitory Provisions) (EU Exit) Regulations 2020 (S.I. 2020/1309), regs. 1(2), 59(2)(b)
F16Reg. 2(4)(h) substituted (29.10.2013) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2013 (S.I. 2013/2536), regs. 1(1), 10(3)(a)
F17Reg. 2(4)(h)(hh) substituted for reg. 2(4)(h) (9.10.2006) by The Social Security (Persons from Abroad) Amendment (No. 2) Regulations 2006 (S.I. 2006/2528), regs. 1, 4(2)
F18Word in reg. 2(4)(hh) added (29.10.2013) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2013 (S.I. 2013/2536), regs. 1(1), 10(3)(b)
F19Word in reg. 2(4)(i) omitted (18.3.2009) by virtue of The Social Security (Habitual Residence) (Amendment) Regulations 2009 (S.I. 2009/362), regs. 1(2), 4(2)
F20Reg. 2(4)(j)(k) omitted (29.10.2013) by virtue of The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2013 (S.I. 2013/2536), regs. 1(1), 10(3)(c)
F21Reg. 2(5) inserted (24.8.2020) by The Social Security (Income-Related Benefits) (Persons of Northern Ireland - Family Members) (Amendment) Regulations 2020 (S.I. 2020/683), regs. 1, 4(2)(d)
F22Reg. 2(6) inserted (31.12.2020) by The Immigration and Social Security Co-ordination (EU Withdrawal) Act 2020 (Consequential, Saving, Transitional and Transitory Provisions) (EU Exit) Regulations 2020 (S.I. 2020/1309), regs. 1(2), 59(2)(c)
Modifications etc. (not altering text)
C1Reg. 2 applied (with modifications) (31.12.2020) by The Citizens' Rights (Application Deadline and Temporary Protection) (EU Exit) Regulations 2020 (S.I. 2020/1209), regs. 1(1), 3(3), 4(4), 11(e)
C2Reg. 2(4)(a)-(e) applied (with modifications) (30.4.2006) by The Social Security (Persons from Abroad) Amendment Regulations 2006 (S.I. 2006/1026), regs. 1, 10(h) (with reg. 11(2))
3.—(1) A claimant's entitlement to state pension credit while the claimant is temporarily absent from Great Britain is to continue but for no longer than—
(a)4 weeks, provided the absence is not expected to exceed 4 weeks;
(b)8 weeks, where paragraph (2) applies; or
(c)26 weeks, where paragraph (3) applies,
provided the claimant continues to satisfy the other conditions of entitlement.
(2) This paragraph applies where the absence is not expected to exceed 8 weeks and is in connection with the death of—
(a)the claimant's partner or a child or qualifying young person normally living with the claimant; or
(b)a close relative of—
(i)the claimant;
(ii)the claimant's partner; or
(iii)a child or qualifying young person normally living with the claimant,
and the Secretary of State considers that it would be unreasonable to expect the claimant to return to Great Britain within 4 weeks.
(3) This paragraph applies where the absence is not expected to exceed 26 weeks and is solely in connection with—
(a)the claimant undergoing—
(i)treatment for an illness or physical or mental impairment by, or under the supervision of, a qualified practitioner; or
(ii)medically approved convalescence or care as a result of treatment for an illness or physical or mental impairment, where the claimant had that illness or impairment before leaving Great Britain; or
(b)the claimant accompanying his or her partner or a child or qualifying young person normally living with the claimant for treatment or convalescence or care as mentioned in sub-paragraph (a).
(4) In this regulation and in regulation 5—
“medically approved” means certified by a registered medical practitioner;
“qualified practitioner” means a person qualified to provide medical treatment, physiotherapy or a form of treatment which is similar to, or related to, either of those forms of treatment.]
Textual Amendments
F243A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F24Reg. 3A omitted (28.7.2016) by virtue of The Housing Benefit and State Pension Credit (Temporary Absence) (Amendment) Regulations 2016 (S.I. 2016/624), regs. 1, 4(3) (with reg. 5(3))
F254. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
4A.—(1) A person who has reached the age of 16 but not the age of 20 is a qualifying young person for the purposes of these Regulations—
(a)up to, but not including, the 1st September following the person's 16th birthday; and
(b)up to, but not including, the 1st September following the person's 19th birthday, if the person is enrolled on, or accepted for, approved training or a course of education—
(i)which is not a course of advanced education within the meaning of regulation 12(3) of the Universal Credit Regulations 2013;
(ii)which is provided at a school or college or provided elsewhere but approved by the Secretary of State for the purposes of regulation 5 of the Universal Credit Regulations 2013; and
(iii)where the average time spent during term time in receiving tuition, engaging in practical work or supervised study or taking examinations exceeds 12 hours per week.
(2) Where the young person is aged 19, he or she must have started the education or training or been enrolled on or accepted for it before reaching that age.
(3) The education or training referred to in paragraph (1) does not include education or training provided by means of a contract of employment.
(4) “Approved training” means training in pursuance of arrangements made under section 2(1) of the Employment and Training Act 1973 or section 2(3) of the Enterprise and New Towns (Scotland) Act 1990 which is approved by the Secretary of State for the purposes of regulation 5 of the Universal Credit Regulations 2013.
(5) A person who is receiving universal credit, a contributory employment and support allowance, a contribution-based jobseeker's allowance, an income-related employment and support allowance, an income-based jobseeker's allowance or income support is not a qualifying young person.]
Textual Amendments
5.—(1) A person is to be treated as not being a member of the same household as the claimant if—
(a)he is living away from the claimant and—
(i)he does not intend to resume living with the claimant; or
(ii)his absence is likely to exceed 52 weeks except where there are exceptional circumstances (for example the person is in hospital or otherwise has no control over the length of his absence), and the absence is unlikely to be substantially more than 52 weeks;
(b)he or the claimant is permanently in a care home [F27or an independent hospital];
(c)he or the claimant is, or both are—
(i)detained in a hospital provided under the provisions of the Mental Health Act 1983, the [F28Mental Health (Care and Treatment) (Scotland) Act 2003], or the Criminal Procedure (Scotland) Act 1995; or
(ii)detained in custody pending trial or sentence upon conviction or under a sentence imposed by a court; or
(iii)on temporary release in accordance with the provisions of [F29the Prison Act 1952 M1 or] the Prison (Scotland) Act 1989M2;
(d)the claimant is abroad and does not satisfy F30... regulation 3 (persons [F31temporarily] absent from Great Britain).
F32(e). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[F33(f)except in circumstances where paragraph (1A) applies, he is absent from Great Britain;]
F34(g). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[F35(h)he is a person subject to immigration control within the meaning of section 115(9) of the Immigration and Asylum Act 1999]
[F36(1A) A person is to be treated as being a member of the same household as the claimant while he is absent from Great Britain but for no longer than—
(a)4 weeks, provided the absence is not expected to exceed 4 weeks;
(b)8 weeks, where paragraph (1B) applies; or
(c)26 weeks, where paragraph (1C) applies.]
[F36(1B) This paragraph applies where the absence is not expected to exceed 8 weeks and is in connection with the death of—
(a)a child or qualifying young person normally living with the person; or
(b)a close relative of—
(i)the person;
(ii)the person's partner; or
(iii)a child or qualifying young person normally living with the person,
and the Secretary of State considers that it would be unreasonable to expect the person to return to Great Britain within 4 weeks.
(1C) This paragraph applies where the absence is not expected to exceed 26 weeks and is solely in connection with—
(a)the person undergoing—
(i)treatment for an illness or physical or mental impairment by, or under the supervision of, a qualified practitioner; or
(ii)medically approved convalescence or care as a result of treatment for an illness or physical or mental impairment, where the person had that illness or impairment before leaving Great Britain; or
(b)the person accompanying his partner or a child or qualifying young person normally living with the person for treatment or convalescence or care as mentioned in sub-paragraph (a).]
(2) Subject to [F37paragraphs (1) and (5)], partners shall be treated as members of the same household notwithstanding that they are temporarily living apart.
[F38(3) Paragraph (5) applies where a claimant (“C”), who has attained the qualifying age, would otherwise not be entitled to either state pension credit or universal credit, because—
(a)but for that paragraph, C would be a member of the same household as a partner who has not attained the qualifying age and therefore a member of a mixed-age couple excluded from state pension credit by virtue of section 4(1A), and
(b)C is neither entitled to universal credit jointly with that partner, nor entitled to universal credit as a single person, in one of the cases set out in paragraph (4).
(4) The cases are where C is not entitled to universal credit because C has attained the qualifying age and—
(a)any of the following paragraphs of regulation 3 of the Universal Credit Regulations 2013 (couples) applies, and in the case of paragraph (ii) below, one of the following circumstances applies—
(i)paragraph (3) (treatment of certain couples – universal credit may only be claimed as a single person);
(ii)paragraph (4) (treatment of polygamous marriages), so that C is not entitled to universal credit because C may only claim universal credit either as one of two parties to a polygamous marriage to be treated as a couple where the other party has also attained the qualifying age, or as a remaining party to such a marriage to be treated as single;
(iii)paragraph (6) (absence from the household – universal credit may only be claimed as a single person); or
(b)C lost joint entitlement to universal credit as part of a mixed-age couple due to one of the following changes of circumstances taking effect from a date (namely the first day of the universal credit assessment period in which the change occurred) that is earlier than when, but for paragraph (5), the same change would take effect for the purposes of state pension credit, those changes being where—
(i)C and their partner are no longer a couple; or
(ii)C is party to a marriage that is no longer polygamous and C's remaining spouse has attained the qualifying age.
(5) Where this paragraph applies—
(a)C and their partner, who are to be treated as a non-polygamous couple in accordance with sub-paragraph (a)(ii) of paragraph (4), or who are no longer parties to a polygamous marriage in accordance with sub-paragraph (b)(ii), are to be treated as members of the same household as each other but not of that of any party (or parties) with whom they are not part of a couple in accordance with those provisions; or
(b)C, who is to be treated as single in accordance with sub-paragraph (a)(i) to (iii) of paragraph (4), or is single in accordance with sub-paragraph (b)(i), is to be treated as though C is not a member of the same household as any party (or parties) with whom C is not part of a couple in accordance with those provisions,
where paragraph (4)(a) applies, with effect from the date on which the relevant paragraph of regulation 3 of the Universal Credit Regulations 2013 first applies to C, or, where paragraph (4)(b) applies, with effect from the date referred to in paragraph (4)(b) on which C lost entitlement to universal credit.
(6) In this regulation—
(a)in relation to universal credit entitlement, “assessment period” has the meaning prescribed by regulation 21 of the Universal Credit Regulations 2013;
(b)“mixed-age”, in respect of a couple or a marriage, means where one member has attained the qualifying age and the other has not;
(c)the definition in sub-paragraph (b) includes a polygamous marriage where at least one party to the marriage has attained the qualifying age and at least one has not; and
(d)“polygamous marriage” means a marriage during which a party to it is married to more than one person and which took place under the laws of a country that permits polygamy.]
F39(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F27Words in reg. 5(1)(b) inserted (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 5 para. 2
F28Words in reg. 5(1)(c)(i) substituted (S.) (5.10.2005) by The Mental Health (Care and Treatment) (Scotland) Act 2003 (Modification of Subordinate Legislation) Order 2005 (S.S.I. 2005/445), arts. 1, 2, sch. para. 35(2); (5.10.2005) (E.W.N.I) by The Mental Health (Care and Treatment) (Scotland) Act 2003 (Consequential Provisions) Order 2005 (S.I. 2005/2078), art. 1(1), Sch. 2 para. 22(3)
F29Words in reg. 5(1)(c)(iii) omitted (temp.) (8.4.2020) by virtue of The Social Security (Coronavirus) (Prisoners) Regulations 2020 (S.I. 2020/409), regs. 1, 3(1)(b) (with reg. 6(2))
F30Words in reg. 5(1)(d) omitted (6.10.2003) by virtue of The State Pension Credit (Transitional and Miscellaneous Provisions) Amendment Regulations 2003 (S.I. 2003/2274), regs. 1, 2(5)(b)
F31Word in reg. 5(1)(d) substituted (28.7.2016) by The Housing Benefit and State Pension Credit (Temporary Absence) (Amendment) Regulations 2016 (S.I. 2016/624), regs. 1, 4(6)(a) (with reg. 5(3))
F32Reg. 5(1)(e) omitted (2.10.2006) by virtue of The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 14(2)(a)
F33Reg. 5(1)(f) substituted (28.7.2016) by The Housing Benefit and State Pension Credit (Temporary Absence) (Amendment) Regulations 2016 (S.I. 2016/624), regs. 1, 4(6)(b) (with reg. 5(3))
F34Reg. 5(1)(g) omitted (6.10.2003) by virtue of The State Pension Credit (Transitional and Miscellaneous Provisions) Amendment Regulations 2003 (S.I. 2003/2274), regs. 1, 2(5)(e)
F35Reg. 5(1)(g)(h) added (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) (No. 2) Regulations 2002 (S.I. 2002/3197), reg. 1(1)(b), Sch. para. 2
F36Reg. 5(1A)-(1C) substituted for reg. 5(1A) (28.7.2016) by The Housing Benefit and State Pension Credit (Temporary Absence) (Amendment) Regulations 2016 (S.I. 2016/624), regs. 1, 4(6)(c) (with reg. 5(3))
F37Words in reg. 5(2) substituted (25.11.2020) by The Universal Credit (Persons who have attained state pension credit qualifying age) (Amendment) Regulations 2020 (S.I. 2020/655), regs. 1(2), 2(2)(a)
F38Reg. 5(3)-(6) inserted (25.11.2020) by The Universal Credit (Persons who have attained state pension credit qualifying age) (Amendment) Regulations 2020 (S.I. 2020/655), regs. 1(2), 2(2)(b)
F39Reg. 5(3) omitted (6.10.2008) by virtue of The Social Security (Miscellaneous Amendments) (No.4) Regulations 2008 (S.I. 2008/2424), regs. 1, 3(4)(b)
Marginal Citations
6.—(1) Except as provided in the following provisions of these Regulations, the standard minimum guarantee is—
(a)[F40£265.20] per week in the case of a claimant who has a partner;
(b)[F41£173.75] per week in the case of a claimant who has no partner.
(2) Paragraph (3) applies in the case of—
(a)prisoners; and
(b)members of religious orders who are fully maintained by their order.
(3) In a case to which this paragraph applies—
(a)section 2(3) has effect with the substitution for the reference to the standard minimum guarantee in section 2(3)(a) of a reference to a nil amount; and
(b)except in the case of a person who is a remand prisoner, nil is the prescribed additional amount for the purposes of section 2(3)(b).
(4) Except in a case to which paragraph (3) applies, an amount additional to that prescribed in paragraph (1) shall be applicable under paragraph (5) if the claimant is treated as being a severely disabled person in accordance with paragraph 1 of Part I of Schedule I.
(5) The additional amount applicable is—
(a)except where paragraph (b) applies, [F42£66.95] per week if paragraph 1(1)(a), (b) or (c) of Part I of Schedule I is satisfied; or
(b)[F43£133.90] per week if paragraph 1(1)(b) of Part I of Schedule I is satisfied otherwise than by virtue of paragraph 1(2)(b) of that Part and no one is entitled to and in receipt of an allowance under section 70 of the 1992 Act [F44, or has an award of universal credit which includes the carer element under regulation 29 of the Universal Credit Regulations 2013,] in respect of caring for either partner.
(6) Except in a case to which paragraph (3) applies, an amount additional to that prescribed in paragraph (1) shall be applicable—
(a)if paragraph 4 of Part II of Schedule I is satisfied (amount applicable for carers);
(b)in accordance with Part III of Schedule I (amount applicable for former claimants of income support or income-based jobseeker’s allowance); F45...
(c)except where paragraph (7) applies, in accordance with Schedule II (housing costs) [F46; or]
[F47(d)except where paragraph (11) applies, or entitlement ceases by virtue of paragraph (14), in accordance with Schedule IIA (additional amount applicable for claimants responsible for a child or qualifying young person).]
(7) This paragraph applies in the case of a person who has been detained in custody for more than 52 weeks pending trial or sentence following conviction by a court.
(8) The amount applicable if paragraph 4 of Part II of Schedule I is satisfied is [F48£37.50] per week, and in the case of partners, this amount is applicable in respect of each partner who satisfies that paragraph.
(9) In the case of a remand prisoner paragraph (6) shall apply as if sub-paragraphs (a) and (b) were omitted.
(10) In this regulation, “remand prisoner” means a person who, for a period not exceeding 52 weeks, has been detained in custody on remand pending trial or, as a condition of bail, required to reside in a hostel approved under section 27(1) of the Probation Service Act 1993 M3 or, as the case may be, detained pending sentence upon conviction.
[F49(11) This paragraph applies in the case of a person who is awarded, or who is treated as having an award of, a tax credit under the Tax Credits Act.
(12) For the purposes of paragraph (11)—
(a)a person is to be treated as having an award of a working tax credit with effect from the start of the current tax year even though a decision has not been made under section 14 of the Tax Credits Act in respect of a claim for that tax credit for that tax year, if the person was awarded a working tax credit for the previous tax year and any of the cases specified in paragraph (13) applies; and
(b)a person is to be treated as having an award of a child tax credit with effect from the start of the current tax year even though a decision has not been made under section 14 of the Tax Credits Act in respect of a claim for that tax credit for that tax year, if the person was awarded a child tax credit for the previous tax year and any of the cases specified in paragraph (13) applies.
(13) The cases specified for the purposes of paragraph (12) are—
(a)a final notice has not been given to the person under section 17 of the Tax Credits Act in respect of the previous tax year;
(b)a final notice has been given which includes provision by virtue of subsection (2) or (4) of section 17, or a combination of those subsections and subsection (6), and—
(i)the date specified in the notice for the purposes of section 17(2) and (4) or, where different dates are specified, the later of them has not passed and no claim for a tax credit for the current tax year has been made or treated as made; or
(ii)a claim for a tax credit has been made or treated as made on or before the date mentioned in paragraph (i), but no decision has been made in relation to that claim under section 14 of that Act; or
(c)a final notice has been given, no claim for a tax credit for the current tax year has been made or treated as made, and no decision has been made under section 18(1) of the Tax Credits Act in respect of an award of a tax credit for the previous tax year.
(14) Entitlement to the additional amount specified in Schedule IIA ceases where a person is awarded a tax credit in the circumstances specified in paragraph (15) or (16).
(15) The circumstances specified in this paragraph are—
(a)the person was awarded a tax credit for the previous tax year which was not terminated by Her Majesty’s Revenue and Customs under section 16 of the Tax Credits Act;
(b)a final notice has been given to the person under section 17 of the Tax Credits Act in respect of that tax year; and
(c)either—
(i)the person makes a declaration during the period of 30 days following the cessation of payment of a tax credit made under section 24(4) of the Tax Credits Act; or
(ii)the person makes a declaration after the end of the period of 30 days following the cessation of payment of a tax credit made under section 24(4) of the Tax Credits Act but before 31st January of the tax year following the period to which the notice relates, and, in the opinion of Her Majesty’s Revenue and Customs, the person had good reason for not making the declaration by the date specified in paragraph (13)(b).
(16) The circumstances specified in this paragraph are that a decision under section 14(1), 15(1), 16(1), 18(1), (5), (6) or (9), 19(3) or 20(1) or (4) of the Tax Credits Act is revised in favour of the claimant following—
(a)a revision by virtue of section 21 of the Tax Credits Act;
(b)a request for a review under section 21A of the Tax Credits Act;
(c)an appeal under section 38 of the Tax Credits Act; or
(d)a revision, in any other circumstances, of a decision by Her Majesty’s Revenue and Customs relating to an award of a tax credit under the Tax Credits Act.
(17) In this regulation—
“a tax credit” includes a child tax credit and a working tax credit;
“the Tax Credits Act” means the Tax Credits Act 2002;
“child tax credit” means a child tax credit under and by virtue of section 8 of the Tax Credits Act;
“working tax credit” means a working tax credit under and by virtue of section 10 of the Tax Credits Act and includes the child care element by virtue of section 12 of that Act.]
Textual Amendments
F40Sum in reg. 6(1)(a) substituted (coming into force in accordance with art. 1(3)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2020 (S.I. 2020/234), art. 30(2)(a)
F41Sum in reg. 6(1)(b) substituted (coming into force in accordance with art. 1(3)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2020 (S.I. 2020/234), art. 30(2)(b)
F42Sum in reg. 6(5)(a) substituted (coming into force in accordance with art. 1(3)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2020 (S.I. 2020/234), art. 30(2)(c)
F43Sum in reg. 6(5)(b) substituted (coming into force in accordance with art. 1(3)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2020 (S.I. 2020/234), art. 30(2)(d)
F44Words in reg. 6(5)(b) inserted (with effect in accordance with reg. 1(3) of the amending S.I.) by The Universal Credit and Miscellaneous Amendments Regulations 2015 (S.I. 2015/1754), regs. 1(1), 16(2)
F45Word in reg. 6(6)(b) omitted (1.2.2019) by virtue of The State Pension Credit (Additional Amount for Child or Qualifying Young Person) (Amendment) Regulations 2018 (S.I. 2018/676), regs. 1, 2(2)(a)
F46Word in reg. 6(6)(c) substituted (1.2.2019) by The State Pension Credit (Additional Amount for Child or Qualifying Young Person) (Amendment) Regulations 2018 (S.I. 2018/676), regs. 1, 2(2)(b)
F47Reg. 6(6)(d) added (1.2.2019) by The State Pension Credit (Additional Amount for Child or Qualifying Young Person) (Amendment) Regulations 2018 (S.I. 2018/676), regs. 1, 2(2)(c)
F48Sum in reg. 6(8) substituted (coming into force in accordance with art. 1(3)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2020 (S.I. 2020/234), art. 30(2)(e)
F49Reg. 6(11)-(17) inserted (1.2.2019) by The State Pension Credit (Additional Amount for Child or Qualifying Young Person) (Amendment) Regulations 2018 (S.I. 2018/676), regs. 1, 2(3)
Modifications etc. (not altering text)
C3Reg. 6(3)(a) sum maintained (coming into force in accordance with art. 1(2)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2017 (S.I. 2017/260), arts. 1(2)(l), 25(1)(6), Sch. 13
C4Reg. 6(3)(b) sum maintained (coming into force in accordance with art. 1(2)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2017 (S.I. 2017/260), arts. 1(2)(l), 25(1)(6), Sch. 13
Marginal Citations
7.—(1) The percentage prescribed for the purposes of determining—
(a)the maximum savings credit is 60 per cent.;
(b)“amount A” in section 3(4) is 60 per cent.;
(c)“amount B” in section 3(4) is 40 per cent.
(2) The amount prescribed for the savings credit threshold is [F50£150.47] for a claimant who has no partner and [F50£239.17] for a claimant who has a partner.
(3) The maximum savings credit shall be taken to be Nil in the case of—
(a)prisoners; and
(b)members of religious orders who are fully maintained by their order.
[F51(4) If a calculation made for the purposes of paragraph (1)(b) or (c) results in a fraction of a penny, that fraction shall, if it would be to the claimant’s advantage, be treated as a penny; otherwise it shall be disregarded.]
Textual Amendments
F50Sums in reg. 7(2) substituted (coming into force in accordance with art. 1(3)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2020 (S.I. 2020/234), art. 30(3)
F51Reg. 7(4) added (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) Regulations 2002 (S.I. 2002/3019), regs. 1(2)(b), 23(d)
Modifications etc. (not altering text)
C5Reg. 7(1)(a) sum maintained (coming into force in accordance with art. 1(2)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2017 (S.I. 2017/260), arts. 1(2)(l), 25(3)(a)
C6Reg. 7(1)(b) sum maintained (coming into force in accordance with art. 1(2)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2017 (S.I. 2017/260), arts. 1(2)(l), 25(3)(a)
C7Reg. 7(1)(c) sum maintained (coming into force in accordance with art. 1(2)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2017 (S.I. 2017/260), arts. 1(2)(l), 25(3)(a)
C8Reg. 7(3) sum maintained (coming into force in accordance with art. 1(2)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2017 (S.I. 2017/260), arts. 1(2)(l), 25(1)(6), Sch. 13
7A. A person who is a member of a mixed-age couple, is not entitled to a savings credit unless one of the members of the couple—
(a)has been awarded a savings credit with effect from a day before 6th April 2016 and was entitled to a savings credit immediately before 6th April 2016, and
(b)remained entitled to a savings credit at all times since the beginning of 6th April 2016. ]
Textual Amendments
F52Reg. 7A inserted (6.4.2016) by The State Pension Credit (Amendment) Regulations 2015 (S.I. 2015/1529), regs. 1, 2(2)
8. Schedule III shall have effect in the case of members of polygamous marriages and [F53persons serving a sentence of imprisonment detained in hospital].
Textual Amendments
F53Words in reg. 8 substituted (25.3.2010) by The Social Security (Persons Serving a Sentence of Imprisonment Detained in Hospital) Regulations 2010 (S.I. 2010/442), regs. 1, 4(2)
9. For the purposes of section 3 (savings credit), all income is to be treated as qualifying income except the following which is not to be treated as qualifying income—
(a)working tax credit;
(b)incapacity benefit;
(c)a contribution-based jobseeker’s allowanceF54...;
(d)severe disablement allowance;
(e)maternity allowance;
(f)payments referred to in regulation 15(5)(d) (maintenance payments).
[F55(g)contributory employment and support allowance.]
Textual Amendments
F54Words in reg. 9(c) omitted (29.4.2013) by virtue of The Universal Credit (Consequential, Supplementary, Incidental and Miscellaneous Provisions) Regulations 2013 (S.I. 2013/630), regs. 1(2), 33(3)
F55Reg. 9(g) added (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 4(3)
10.—(1) For the purposes of section 6(2)(b) (circumstances in which the Secretary of State is prevented from specifying an assessed income period), the circumstances are—
(a)in the case of partners, one partner is under the age of 60; or
(b)state pension credit is awarded, or awarded at a higher rate, because an element of the claimant’s retirement provision which is due to be paid to the claimant stops temporarily.
[F56(c)that—
(i)the Secretary of State has sent the claimant the notification required by regulation 32(6)(a) of the Claims and Payments Regulations; and
(ii)the claimant has not provided sufficient information to enable the Secretary of State to determine whether there will be any variation in the claimant’s retirement provision throughout the period of 12 months beginning with the day following the day on which the previous assessed income period ends.]
(2) The circumstances prescribed for the purposes of section 7(4) (circumstances in which assessed amounts are deemed not to change) are that—
[F57(a)except where sub-paragraph (b) applies, the arrangements under which the assessed amount is paid contain no provision for periodic increases in the amount payable; or]
(b)the assessed income comprises income from capital other than income to which paragraph (7) applies.
(3) Paragraphs (4) and (5) do not apply where the assessed amount comprises income from capital.
(4) Where the Secretary of State is informed that the arrangements under which the assessed amount is paid contains provision—
(a)for the payment to be increased periodically;
(b)for the date on which the increase is to be paid; and
(c)for determining the amount of the increase,
the assessed amount shall be deemed to increase from the day specified in paragraph (5) by an amount determined by applying those provisions to the amount payable apart from this paragraph.
[F58(5) The day referred to in this paragraph is—
(a)in a case to which paragraph (5A) applies—
(i)where the first increased payment date is the day on which the benefit week begins, that day;
(ii)where head (i) does not apply, the first day of the next benefit week which begins after that increased payment date;
(b)in a case to which paragraph (5A) does not apply—
(i)where the second increased payment date is the day on which the benefit week begins, that day;
(ii)where head (i) does not apply, the first day of the next benefit week following that increased payment date.
(5A) This paragraph applies where the period which—
(a)begins on the date from which the increase in the assessed amount is to accrue; and
(b)ends on the first increased payment date,
is a period of the same length as the period in respect of which the last payment of the pre-increase assessed amount was made.
(5B) In paragraphs (5) and (5A)—
“increased payment date” means a date on which the increase in the assessed amount referred to in paragraph (4) is paid as part of a periodic paymentF59...; and
“pre-increase assessed amount” means the assessed amount prior to that increase.]
(6) Except where paragraph (4) applies, the assessed amount shall be deemed to increase—
[F60(a)on the day in April each year on which increases under section 150(1)(c) of the Administration Act come into force if that is the first day of a benefit week but if it is not from the next following such day; and]
(b)by an amount produced by applying to the assessed amount the same percentage increase as that applied for the purposes of additional pensions under section 150(1)(c) and 151(1) of the Administration Act.
(7) Where the assessed amount comprises income from capital, it shall be deemed to increase or decrease—
(a)on the first day of the next benefit week to commence [F61on or after] the day on which the income increases or decreases; and
(b)by an amount equal to the change in the claimant’s income produced by applying to his income changes made to the yields capital is deemed to produce, or to the capital amounts, specified in regulation 15(6), or to both if both are changed.
F62(8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F56Reg. 10(1)(c) added (6.10.2003) by The State Pension Credit (Transitional and Miscellaneous Provisions) Amendment Regulations 2003 (S.I. 2003/2274), regs. 1, 2(6)
F57Reg. 10(2)(a) substituted (18.12.2005) by The State Pension Credit (Amendment) Regulations 2005 (S.I. 2005/3205), regs. 1, 2(2)(a)
F58Reg. 10(5)-(5B) substituted for reg. 10(5) (5.4.2004) by The State Pension Credit (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/647), regs. 1, 3(2)
F59Words in reg. 10(5B) omitted (18.12.2005) by virtue of The State Pension Credit (Amendment) Regulations 2005 (S.I. 2005/3205), regs. 1, 2(2)(b)
F60Reg. 10(6)(a) substituted (5.4.2004) by The State Pension Credit (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/647), regs. 1, 3(3)
F61Words in reg. 10(7)(a) substituted (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) Regulations 2002 (S.I. 2002/3019), regs. 1(2)(b), 23(e)
F62Reg. 10(8) omitted (2.10.2006) by virtue of The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 14(3)
11.—[F63(1)] Where an element of a person’s retirement provision ceases to be payable by one source but—
(a)responsibility for that element is assumed by another source, income from both those sources shall be treated as income from the same source; or
(b)in consequence of that element ceasing, income of a different description becomes payable from a different source, that income shall be treated as income of the same description from the same source as the element which ceased to be payable.
[F64(2) For the purposes of section 7(6) (meaning of retirement provision) of the Act, a foreign state retirement pension is to be treated as a benefit under the 1992 Act.]
Textual Amendments
F63Reg. 11(1): reg. 11 renumbered as reg. 11(1) (13.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(4)(c), 6(4)
F64Reg. 11(2) added (13.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(4)(c), 6(4)
12. An assessed income period shall end F65...—
(a)[F66at such time as] the claimant no longer satisfies a condition of entitlement to state pension credit;
(b)[F67at such time as] payments of an element of the claimant’s retirement provision which is due to be paid to him stops temporarily or the amount paid is less than the amount due and in consequence his award of state pension credit is superseded under section 10 of the Social Security Act 1998M4;
(c)[F68at such time as] a claimant who has no partner is provided with accommodation in a care home [F69or an independent hospital] other than on a temporary basis[F70;]
[F70(d)if, apart from this sub-paragraph, it would have ended on a date falling within the period specified in column 1 of the table in Schedule IIIA, on the corresponding date shown against that period in column 2 of that table]
Textual Amendments
F65Words in reg. 12 omitted (6.4.2016) by virtue of The State Pension Credit (Amendment) Regulations 2015 (S.I. 2015/1529), regs. 1, 2(3)(a)
F66Words in reg. 12(a) inserted (6.4.2016) by The State Pension Credit (Amendment) Regulations 2015 (S.I. 2015/1529), regs. 1, 2(3)(b)
F67Words in reg. 12(b) inserted (6.4.2016) by The State Pension Credit (Amendment) Regulations 2015 (S.I. 2015/1529), regs. 1, 2(3)(b)
F68Words in reg. 12(c) inserted (6.4.2016) by The State Pension Credit (Amendment) Regulations 2015 (S.I. 2015/1529), regs. 1, 2(3)(b)
F69Words in reg. 12(c) inserted (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 5 para. 3
F70Reg. 12(d) added (6.4.2016) by The State Pension Credit (Amendment) Regulations 2015 (S.I. 2015/1529), regs. 1, 2(3)(c)
Marginal Citations
13. Where the amount of state pension credit payable is less than 10 pence per week, the credit shall not be payable unless the claimant is in receipt of another benefit payable with the credit.
13A.—(1) The guarantee credit shall be payable for a period of less than a week (“a part-week”) at the rate specified in paragraph (3) if—
(a)the claimant was entitled to [F72universal credit,] income support[F73, an income-related employment and support allowance] or an income-based jobseeker’s allowance immediately before the first day on which the conditions for entitlement to the credit are satisfied; and
(b)the claimant’s entitlement to the credit is likely to continue throughout the first full benefit week which follows the part-week.
F74(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(3) The amount of the guarantee credit payable in respect of the part-week shall be determined—
(a)by dividing by 7 the weekly amount of the guarantee credit whichF75... would be payable in respect of a full week; and then
(b)multiplying the resulting figure by the number of days in the part-week,
F76...
Textual Amendments
F71Reg. 13A - Reg. 13B inserted (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) Regulations 2002 (S.I. 2002/3019), regs. 1(2)(b), 23(f)
F72Words in reg. 13A(1)(a) inserted (29.4.2013) by The Universal Credit (Consequential, Supplementary, Incidental and Miscellaneous Provisions) Regulations 2013 (S.I. 2013/630), regs. 1(2), 33(4)
F73Words in reg. 13A(1)(a) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 4(4)
F74Reg. 13A(2) omitted (6.4.2010) by virtue of The Social Security (Miscellaneous Amendments) (No. 6) Regulations 2009 (S.I. 2009/3229), regs. 1, 3(3)(a)
F75Words in reg. 13A(3)(a) omitted (6.4.2010) by virtue of The Social Security (Miscellaneous Amendments) (No. 6) Regulations 2009 (S.I. 2009/3229), regs. 1, 3(3)(b)
F76Words in reg. 13A(3) omitted (6.4.2010) by virtue of The Social Security (Miscellaneous Amendments) (No. 6) Regulations 2009 (S.I. 2009/3229), regs. 1, 3(3)(c)
13B.—(1) The following benefits shall be treated as paid on the day of the week in respect of which the benefit is payable—
(a)severe disablement allowance;
(b)short-term and long-term incapacity benefit;
(c)maternity allowance;
(d)contribution-based jobseeker’s allowanceF77....
[F78(e)contributory employment and support allowance.]
[F79(2) All benefits except those mentioned in paragraph (1) shall be treated as paid—
(a)where the benefit is paid in advance, on the first day of the benefit week in which the benefit is payable;
(b)where the benefit is paid in arrears, on the last day of the benefit week in which the benefit is payable.]]
Textual Amendments
F71Reg. 13A - Reg. 13B inserted (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) Regulations 2002 (S.I. 2002/3019), regs. 1(2)(b), 23(f)
F77Words in reg. 13B(1)(d) omitted (29.4.2013) by virtue of The Universal Credit (Consequential, Supplementary, Incidental and Miscellaneous Provisions) Regulations 2013 (S.I. 2013/630), regs. 1(2), 33(5)
F78Reg. 13B(1)(e) added (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 4(5)
F79Reg. 13B(2) substituted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 6) Regulations 2009 (S.I. 2009/3229), regs. 1, 3(4)
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