- Latest available (Revised)
- Point in Time (01/11/2010)
- Original (As made)
Version Superseded: 22/11/2010
Point in time view as at 01/11/2010.
The Jobseeker’s Allowance Regulations 1996 is up to date with all changes known to be in force on or before 08 November 2024. There are changes that may be brought into force at a future date. Changes that have been made appear in the content and are referenced with annotations.
Changes and effects yet to be applied by the editorial team are only applicable when viewing the latest version or prospective version of legislation. They are therefore not accessible when viewing legislation as at a specific point in time. To view the ‘Changes to Legislation’ information for this provision return to the latest version view using the options provided in the ‘What Version’ box above.
[F2Regulation 3D(1)(c)]
Textual Amendments
F1Sch. A1 inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), regs. 1(1), 2(4), Sch. 1
F2Words in Sch. A1 heading substituted (19.3.2001) by The Social Security Amendment (Joint Claims) Regulations 2001 (S.I. 2001/518), regs. 1(2), 2(6)(a)
1. In this Schedule, “member” means a member of a joint-claim couple.
2.—[F3(1) A member—
(a)who, at the date of claim, is [F4a qualifying young person within the meaning of] section 142 of the Benefits Act;
(b)who, at the date of claim, is a full-time student; or
(c)to whom (a) or (b) does not apply but to whom sub-paragraph (1A) or (2) does apply.
(1A) This sub-paragraph applies to a member who—
(a)as at the date of claim—
(i)had applied to an educational establishment to commence a full-time course of study commencing from the beginning of the next academic term or, as the case may be, the next academic year after the date of claim and that application has not been rejected; or
(ii)had been allocated a place on a full-time course of study commencing from the beginning of the next academic term or, as the case may be, the next academic year; and
(b)is either—
(i)[F4a qualifying young person within the meaning of] section 142 of the Benefits Act; or
(ii)a full-time student.
(2) This sub-paragraph applies to a member who has applied to an educational establishment to commence a full-time course of study (other than a course of study beyond a first degree course or a comparable course)—
(a)within one month of—
(i)the last day of a previous course of study; or
(ii)the day on which the member received examination results relating to a previous course of study; and
(b)who is either—
(i)[F4a qualifying young person within the meaning of] section 142 of the Benefits Act; or
(ii)a full-time student.]
(3) A member to whom any provision of regulation 13(2)(b) to (e) of the Income Support Regulations (persons receiving relevant education who are severely handicapped, orphans and persons estranged from their parents or guardian) applies.
Textual Amendments
F3Sch. A1 para. 2(1)(1A)(2) substituted for Sch. A1 para. 2(1)(2) (19.3.2001) by The Social Security Amendment (Joint Claims) Regulations 2001 (S.I. 2001/518), regs. 1(2), 2(6)(b)
F4Words in Sch. A1 para. 2 substituted (10.4.2006) by The Social Security (Young Persons) Amendment Regulations 2006 (S.I. 2006/718), regs. 1(2)(a), 3(9)(a)
3. A member (the carer)—
(a)who is regularly and substantially engaged in caring for another person if—
(i)the person being cared for is in receipt of attendance allowance or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Benefits Act; or
(ii)the person being cared for has claimed attendance allowance but only for the period up to the date of determination of that claim, or the period of 26 weeks from the date of that claim, whichever date is the earlier; or
(iii)the person being cared for has claimed attendance allowance in accordance with section 65(6)(a) of the Benefits Act (claims in advance of entitlement), an award has been made in respect of that claim under section 65(6)(b) of that Act and, where the period for which the award is payable has begun, that person is in receipt of the allowance;
(iv)the person being cared for has claimed entitlement to a disability living allowance but only for the period up to the date of determination of that claim, or the period of 26 weeks from the date of that claim, whichever date is the earlier; or
(v)the person being cared for has claimed entitlement to the care component of a disability living allowance in accordance with regulation 13A of the Claims and Payments Regulations (advance claims and awards), an award at the highest or middle rate has been made in respect of that claim and, where the period for which the award is payable has begun, that person is in receipt of the allowance;
(b)who is engaged in caring for another person and who is both entitled to, and in receipt of, [F5a] [F5carer’s allowance].
Textual Amendments
4. A member to whom paragraph 3 applied, but only for a period of 8 weeks from the date on which that paragraph ceased to apply to him.
5. A member who, had he previously made a claim for, and had been entitled to, a jobseeker’s allowance, would have fulfilled the conditions of paragraph 3, but only for a period of 8 weeks from the date on which he ceased to fulfil those conditions.
6. A member who—
F7(a). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F7(b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(c)is treated as capable of work by virtue of regulations made under section 171E(1) of [F8the Benefits Act] (disqualification etc.); or
(d)is entitled to statutory sick pay.
Textual Amendments
F6Sch. A1 para. 6 heading substituted (with effect in accordance with reg. 4(3)(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), regs. 1(2), 4(2)(b)
F7Sch. A1 para. 6(a)(b) revoked (with effect in accordance with reg. 4(3)(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), regs. 1(2), 4(2)(a)(i)
F8Words in Sch. A1 para. 6(c) substituted (with effect in accordance with reg. 4(3)(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), regs. 1(2), 4(2)(c)
6A. A person who—
(a)has limited capability for work under section 8 of the Welfare Reform Act; or
(b)is treated as having limited capability for work under regulations made under paragraph 1 of Schedule 2 to that Act; or
(c)is treated as not having limited capability for work under regulations made under section 18(1) of that Act (disqualification).]
Textual Amendments
7. A member to whom regulation 53(c) (persons treated as not engaged in remunerative work) applies.]
Textual Amendments
F10Sch. A1 para. 7 revoked in part (25.1.2010) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2009 (S.I. 2009/3228), regs. 1(2), 4(1)(b)(ii) (with reg. 4(3)(5))
8. A member to whom regulation 53(h) (persons treated as not engaged in remunerative work) applies.]
Textual Amendments
F11Sch. A1 para. 8 revoked in part (25.1.2010) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2009 (S.I. 2009/3228), regs. 1(2), 4(1)(b)(ii) (with reg. 4(3)(5))
F129. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F12Sch. A1 para. 9 revoked (with effect in accordance with reg. 4(3)(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), regs. 1(2), 4(2)(a)(ii)
F1310. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F13Sch. A1 para. 10 revoked (with effect in accordance with reg. 4(3)(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), regs. 1(2), 4(2)(a)(iii)
F1411. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F14Sch. A1 para. 11 revoked (with effect in accordance with reg. 4(3)(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), regs. 1(2), 4(2)(a)(iv)
12. A member who is a woman and who is incapable of work [F15or who has limited capability for work] by reason of pregnancy.
Textual Amendments
F15Words in Sch. A1 para. 12 inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(23)(b)
13. A member who has attained the qualifying age for state pension credit.]
Textual Amendments
F16Sch. A1 para. 13 substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 12(2)
14. A member who is 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 and who—
(a)is attending for more than 15 hours a week a course for the purpose of learning English so that he may obtain employment; and
(b)on the date on which that course commenced, had been in Great Britain for not more than 12 months,
but only for a period not exceeding nine months.
15.—(1) A member who is required to attend a court or tribunal as a justice of the peace, a party to any proceedings, a witness or a juror.
(2) In this paragraph, “tribunal” means any tribunal listed in Schedule 1 to the Tribunals and Inquiries Act 1992.]
Textual Amendments
16. A member who [F18is not a qualifying young person or child within the meaning of section 142 of the Benefits Act (child and qualifying young person) and who] is engaged in training and for this purpose “training” means training for which persons aged under 18 are eligible and for which persons aged 18 to 24 may be eligible [F19secured by the [F20Young People’s Learning Agency for England, the Chief Executive of Skills Funding] or by the [F21Welsh Ministers]] and, in Scotland, directly or indirectly by a Local Enterprise Company pursuant to its arrangements with, as the case may be, [F22Skills Development Scotland,] Scottish Enterprise or Highlands and Islands Enterprise (whether that arrangement is known as an Operating Contract or by any other name).
Textual Amendments
F18Words in Sch. A1 para. 16 inserted (10.4.2006) by The Social Security (Young Persons) Amendment Regulations 2006 (S.I. 2006/718), regs. 1(2)(a), 3(9)(b)
F19Words in Sch. A1 para. 16 substituted (26.3.2001) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2001 (S.I. 2001/652), regs. 1(1)(a), 4
F20Words in Sch. A1 para. 16 substituted (1.9.2010) by The Apprenticeships, Skills, Children and Learning Act 2009 (Consequential Amendments to Subordinate Legislation) (England) Order 2010 (S.I. 2010/1941), arts. 1, 5(5)
F21Words in Sch. A1 para. 16 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(9)
F22Words in Sch. A1 para. 16 inserted (6.4.2009) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), regs. 1(2), 4(3)(g)
17. A member who is or would be prevented from being entitled to a jobseeker’s allowance by virtue of section 14 (trade disputes) but only where that section does not prevent the other member from being so entitled.]
Regulations 83 and 84(1)
Modifications etc. (not altering text)
C1Sch. 1 Pt. 1 modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(3), Sch. 13
1. The weekly amounts specified in column (2) below in respect of each person or couple specified in column (1) shall be the weekly amounts specified for the purposes of regulations 83[F23, 84(1), 86A and 86B] (applicable amounts and polygamous marriages).
(1) | (2) |
---|---|
Person or Couple | Amount |
(1) Single claimant aged– (a) except where head (b) or (c) of this sub-paragraph applies, less than 18; | (1)(a) [F24£50.95;] |
(b) less than 18 who falls within paragraph (2) of regulation 57 and who– is a person to whom regulation 59, 60 or 61 applies F25...; or (ii) is the subject of a direction under section 16; | (b) [F24£50.95] |
(c) less than 18 who satisfies the condition in [F26paragraph 13(1)(a)] of Part 3; | (c) [F24£50.95] |
(d) not less than 18 but less than 25; | (d) [F24£50.95] |
(e) not less than 25. | (e) [F24£64.30] |
(2) Lone parent aged– (a) except where head (b) or (c) of this sub-paragraph applies, less than 18; | (2)(a) [F24£50.95] |
(b) less than 18 who falls within paragraph (2) of regulation 57 and who– (i) is a person to whom regulation 59, 60 or 61 applies F27...; or (ii) is the subject of a direction under section 16; | (b) [F24£50.95] |
(c) less than 18 who satisfies the condition in [F28paragraph 13(1)(a)] [F29 of Part 3]; | (c) [F24£50.95] |
(d) not less than 18. | (d) [F24£64.30] |
(3) Couple– (a) where both members are aged less than 18 and– (i) at least one of them is treated as responsible for a child; or (ii) had they not been members of a couple, each would have been a person to whom regulation 59, 60 or 61 (circumstances in which a person aged 16 or 17 is eligible for a jobseeker’s allowance) applied or (iii) had they not been members of a couple, the claimant would have been a person to whom regulation 59, 60 or 61 (circumstances in which a person aged 16 or 17 is eligible for a jobseeker’s allowance) applied and his partner satisfies the requirements for entitlement to income support [F30or an income-related employment and support allowance] other than the requirement to make a claim for it; or (iv) [F31they are married [F32or civil partners] and one member of the couple is a person to whom regulation 59, 60 or 61 applies and the other member is registered in accordance with regulation 62; or (iva) they are married [F32or civil partners] and each member of the couple is a person to whom regulation 59, 60 or 61 applies; or] (v) there is a direction under section 16 (jobseeker’s allowance in cases of severe hardship) in respect of each member; or (vi) there is a direction under section 16 in respect of one of them and the other is a person to whom regulation 59, 60 or 61 applies F33...; or (vii) there is a direction under section 16 in respect of one of them and the other satisfies requirements for entitlement to income support [F34or an income-related employment and support allowance] other than the requirement to make a claim for it; | (3)(a) [F24£76.90] |
(b) where both members are aged less than 18 and head (a) does not apply but one member of the couple falls within paragraph (2) of regulation 57 and either— (i) is a person to whom regulation 59, 60 or 61 applies F35...; or (ii) is the subject of a direction under section 16 of the Act; | (b) [F24£50.95] |
(c) where both members are aged less than 18 and neither head (a) nor (b) applies but one member of the couple— (i) is a person to whom regulation 59, 60 or 61 applies F36...; or (ii) is the subject of a direction under section 16; | (c) [F24£50.95] |
(d) where both members are aged less than 18 and none of heads (a), (b) or (c) apply but one member of the couple is a person who satisfies the requirements of [F37paragraph 13(1)(a)]; | (d) [F24£50.95] |
(e) [F38where— (i) both members are aged not less than 18; or (ii) one member is aged not less than 18 and the other member is a person who is— (aa) under 18, and (bb) treated as responsible for a child;] | (e) [F24£100.95] |
(f) where [F39paragraph (e) does not apply and] one member is aged not less than 18 and the other member is a person under 18 who— (i) is a person to whom regulation 59, 60 or 61 applies F40...; or (ii) is the subject of a direction under section 16; [F41or] [F42(iii) satisfies requirements for entitlement to income support or who would do so if he were not a member of a couple, other than the requirement to make a claim for it; or (iv) satisfies requirements for entitlement to an income-related employment and support allowance other than the requirement to make a claim for it;] | (f) [F24£100.95] |
(g) where one member is aged not less than 18 but less than 25 and the other member is a person under 18— (i) to whom none of the regulations 59 to 61 applies; or (ii) who is not the subject of a direction under section 16; and (iii) does not satisfy requirements for entitlement to income support [F43or an income-related employment and support allowance] disregarding the requirement to make a claim for it; | (g) [F24£50.95] |
(h) where one member is aged not less than 25 and the other member is a person under 18— (i) to whom none of the regulations 59 to 61 applies; or (ii) is not the subject of a direction under section 16; and (iii) does not satisfy requirements for entitlement to income support [F44or an income-related employment and support allowance] disregarding the requirement to make a claim for it. | (h) [F24£64.30] |
Textual Amendments
F23Words in Sch. 1 para. 1 substituted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 53(2)
F24Sch. 1 Pt. 1 sums substituted (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up Rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(3), Sch. 13
F25Words in Sch. 1 para. 1(1)(b)(i) omitted (7.10.1996) by virtue of The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), regs. 1(1), 18(a)
F26Words in Sch. 1 para. 1(1)(c) substituted (coming into force in accordance with reg. 1(8) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(a)
F27Words in Sch. 1 para. 1(2)(b)(i) omitted (7.10.1996) by virtue of The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), regs. 1(1), 18(a)
F28Words in Sch. 1 para. 1(2)(c) substituted (coming into force in accordance with reg. 1(8) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(a)
F29Words in Sch. 1 para. 1(2)(c) inserted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
F30Words in Sch. 1 para. 1(3)(a)(iii) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(24)(a)(i)
F31Sch. 1 para. 1(3)(a)(iv) (iva) substituted for Sch. 1 para. 1(3)(a)(iv) (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), regs. 1(1), 18(b)
F32Words in Sch. 1 para. 1 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(11)(a) (with art. 3)
F33Words in Sch. 1 para. 1(3)(a)(vi) omitted (7.10.1996) by virtue of The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), regs. 1(1), 18(a)
F34Words in Sch. 1 para. 1(3)(a)(vii) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(24)(a)(ii)
F35Words in Sch. 1 para. 1(3)(b)(i) omitted (7.10.1996) by virtue of The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), regs. 1(1), 18(a)
F36Words in Sch. 1 para. 1(3)(c)(i) omitted (7.10.1996) by virtue of The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), regs. 1(1), 18(a)
F37Words in Sch. 1 para. 1(3)(d) substituted (coming into force in accordance with reg. 1(8) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(a)
F38Words in Sch. 1 para. 1(3)(e) substituted (7.4.2008 for specified purposes) by The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), regs. 1(3), 4(14)(a)
F39Words in Sch. 1 para. 1(3)(f) inserted (7.4.2008 for specified purposes) by The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), regs. 1(3), 4(14)(b)
F40Words in Sch. 1 para. 1(3)(f)(i) omitted (7.10.1996) by virtue of The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), regs. 1(1), 18(a)
F41Word in Sch. 1 para. 1(3)(f)(ii) substituted (1.8.2009) by The Social Security (Students and Miscellaneous Amendments) Regulations 2009 (S.I. 2009/1575), regs. 1(2), 3(2)(a)
F42Sch. 1 para. 1(3)(f)(iii)(iv) substituted for Sch. 1 para. 1(3)(f)(iii) (1.8.2009) by The Social Security (Students and Miscellaneous Amendments) Regulations 2009 (S.I. 2009/1575), regs. 1(2), 3(2)(b)
F43Words in Sch. 1 para. 1(3)(g)(iii) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(24)(c)
F44Words in Sch. 1 para. 1(3)(h)(iii) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(24)(d)
2.—[F45[F46(1)] The weekly amounts specified in column (2) below in respect of each person specified in column (1) shall[F47, for the relevant period specified in column (1),] be the weekly amounts specified for the purposes of regulations 83(b) and 84(1)(c).
(1) | (2) |
---|---|
Child or Young Person | Amount |
[F48Person in respect of the period— | |
(a) beginning on that person’s date of birth and ending on the day preceding the first Monday in September following that person’s sixteenth birthday; | (a) [F24£56.11] |
(b) beginning on the first Monday in September following that person’s sixteenth birthday and ending on the day preceding that person’s [F49twentieth] birthday.] | (b) [F24£56.11] |
[F50(2) In column (1) of the table in paragraph (1), “the first Monday in September" means the Monday which first occurs in the month of September in any year.]
The following Table is for transitional purposes only see SI 1997/543 Art. 24(4).
Textual Amendments
F24Sch. 1 Pt. 1 sums substituted (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up Rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(3), Sch. 13
F45Sch. 1 para. 2 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. 20(a)
F46Words in Sch. 1 para. 2 inserted (7.4.1997) by The Income-related Benefits and Jobseekers Allowance (Personal Allowances for Children and Young Persons) (Amendment) Regulations 1996 (S.I. 1996/2545), regs. 1(2), 2(1)(2)(7)(b) (with reg. 10)
F47Words in Sch. 1 para. 2 inserted (7.4.1997) by The Income-related Benefits and Jobseekers Allowance (Personal Allowances for Children and Young Persons) (Amendment) Regulations 1996 (S.I. 1996/2545), regs. 1(2), 2(1)(3)(7)(b) (with reg. 10)
F48Words in Sch. 1 para. 2(1) substituted (10.4.2000) by The Social Security Amendment (Personal Allowances for Children and Young Persons) Regulations 1999 (S.I. 1999/2555), regs. 1(7)(a), 2(1)(b)(2)(d)
F49Word in Sch. 1 para. 2(1) substituted (10.4.2006) by The Social Security (Young Persons) Amendment Regulations 2006 (S.I. 2006/718), regs. 1(2)(b), 3(10)
F50Sch. 1 para. 2(2) inserted (7.4.1997) by The Income-related Benefits and Jobseekers Allowance (Personal Allowances for Children and Young Persons) (Amendment) Regulations 1996 (S.I. 1996/2545), regs. 1(2), 2(1)(6)(7)(b) (with reg. 10)
F51Words in Sch. 1 para. 2 substituted (7.4.1997) by The Income-related Benefits and Jobseekers Allowance (Personal Allowances for Children and Young Persons) (Amendment) Regulations 1996 (S.I. 1996/2545), regs. 1(2), 2(1)(4)(7)(b) (with reg. 10)
F52Sum in Sch. 1 para. 2(b) substituted (with effect in accordance with art. 1(2)(j) of the amending S.I.) by The Social Security Benefits Up-rating Order 1997 (S.I. 1997/543), arts. 1(2)(j), 24(4)(a)
F53Sum in Sch. 1 para. 2(c) substituted (with effect in accordance with art. 1(2)(j) of the amending S.I.) by The Social Security Benefits Up-rating Order 1997 (S.I. 1997/543), arts. 1(2)(j), 24(4)(b)
F54Sum in Sch. 1 para. 2(d) substituted (with effect in accordance with art. 1(2)(j) of the amending S.I.) by The Social Security Benefits Up-rating Order 1997 (S.I. 1997/543), arts. 1(2)(j), 24(4)(c)
F553. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
4.—[F56[F57(1)] The weekly amount for the purposes of regulations 83(d) and 84(1)(e) in respect of a family of which at least one member is a child or young person shall be-
[F58(a)where the claimant is a lone parent [F59to whom the conditions in both sub-paragraphs (2) and (3) apply] and no premium is applicable under paragraph 10, F60... 12 or 13, [F61£17.40;]
(b)in any other case,] [F62£17.40]
(2) [F63The first condition for the purposes of sub-paragraph (1)(a) is that the claimant—
(a)was both a lone parent and entitled to an income-based jobseeker’s allowance on 5th April 1998; or
(b)does not come within head (a) above but—
(i)was both a lone parent and entitled to an income-based jobseeker’s allowance on any day during the period of 12 weeks ending on 5th April 1998;
(ii)was both a lone parent and entitled to an income-based jobseeker’s allowance on any day during the period of 12 weeks commencing on 6th April 1998; and
(iii)the last day in respect of which (i) above applied was no more than 12 weeks before the first day in respect of which (ii) above applied.
(3) The second condition for the purposes of sub-paragraph (1)(a) is that as from the appropriate date specified in sub-paragraph (4), the claimant has continued, subject to sub-paragraph (5), to be both a lone parent and entitled to an income-based jobseeker’s allowance.
(4) The appropriate date for the purposes of sub-paragraph (3) is—
(a)in a case to which sub-paragraph (2)(a) applies, 6th April 1998;
(b)in a case to which sub-paragraph (2)(b) applies, the first day in respect of which sub-paragraph 2(b)(ii) applied.
(5) For the purposes of sub-paragraph (3), where the claimant has ceased, for any period of 12 weeks or less, to be—
(a)a lone parent; or
(b)entitled to an income-based jobseeker’s allowance; or
(c)both a lone parent and entitled to an income-based jobseeker’s allowance,
the claimant shall be treated, on again becoming both a lone parent and entitled to an income-based jobseeker’s allowance, as having continued to be both a lone parent and entitled to an income-based jobseeker’s allowance throughout that period.
(6) In determining whether the conditions in sub-paragraphs (2) and (3) apply, entitlement to income support shall be treated as entitlement to an income-based jobseeker’s allowance for the purposes of any requirement that a person is entitled to an income-based jobseeker’s allowance.]
[F64(7) For the purposes of this paragraph, a claimant shall be treated as having been entitled to an income-based jobseeker’s allowance throughout any period which comprises only days on which he was participating in an employment zone programme and was not entitled to a jobseeker’s allowance because, as a consequence of his participation in that programme, he was engaged in remunerative work or failed to satisfy the condition specified in section 2(1)(c) or in section 3(1)(a).]]
Textual Amendments
F56Sch. 1 para. 4 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. 20(a)
F57Sch. 1 para. 4(1): Sch. 1 para. 4 renumbered as Sch. 1 para. 4(1) (6.4.1998) by The Social Security Amendment (Lone Parents) Regulations 1998 (S.I. 1998/766), regs. 1(1), 14
F58 Words in Sch. 1 Pt. II para. 4 inserted (with effect in accordance with reg. 1(3) of the amending S.I.) by The Child Benefit, Child Support and Social Security (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/1803), regs. 1(b), 44(2)
F59Words in Sch. 1 para. 4(1)(a) inserted (6.4.1998) by The Social Security Amendment (Lone Parents) Regulations 1998 (S.I. 1998/766), regs. 1(1), 14(a)(i)
F60Word in Sch. 1 para. 4(1)(a) omitted (6.4.1998) by virtue of The Social Security Amendment (Lone Parents) Regulations 1998 (S.I. 1998/766), regs. 1(1), 14(a)(ii)
F61Sum in Sch. 1 para. 4(1)(a) substituted (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(4)(a)
F62Sum in Sch. 1 para. 4(1)(b) substituted (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(4)(b)
F63Sch. 1 para. 4(2)-(6) inserted (6.4.1998) by The Social Security Amendment (Lone Parents) Regulations 1998 (S.I. 1998/766), regs. 1(1), 14(b)
F64Sch. 1 para. 4(7) added (3.4.2000) by The Social Security Amendment (Employment Zones) Regulations 2000 (S.I. 2000/724), regs. 1(1), 4(4)(b)
5. Except as provided in paragraph 6, the weekly premiums specified in Part IV of this Schedule shall for the purposes of regulations 83(e) and 84(1)(f), be applicable to a claimant who satisfies the condition specified in [F65paragraphs 10] to 17 in respect of that premium.
Textual Amendments
F65Words in Sch. 1 Pt. III para. 5 substituted (with effect in accordance with reg. 1(3) of the amending S.I.) by The Child Benefit, Child Support and Social Security (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/1803), regs. 1(b), 44(3)(a)
6. Subject to paragraph 7, where a claimant satisfies the conditions in respect of more than one premium in this Part of this Schedule, only one premium shall be applicable to him and, if they are different amounts, the higher or highest amount shall apply.
[F667.—(1) Subject to sub-paragraph (2), the following premiums, namely—
(a)a severe disability premium to which paragraph 15 applies;
(b)an enhanced disability premium to which paragraph 15A applies;
(c)[F67a disabled child premium to which paragraph 16 applies; and]
(d)a carer premium in which paragraph 17 applies,
may be applicable in addition to any other premium which may apply under this Part of this Schedule.
(2) An enhanced disability premium in respect of a person shall not be applicable in addition to—
(a)a pensioner premium under paragraph 10 or 11; or
(b)a higher pensioner premium under paragraph 12.]
Textual Amendments
F66Sch. 1 para. 7 substituted (9.4.2001) by The Social Security Amendment (Enhanced Disability Premium) Regulations 2000 (S.I. 2000/2629), regs. 1(c), 5(c)(i)
F67Sch. 1 para. 7(1)(c) 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. 20(a)
8.—(1) Subject to sub-paragraph (2) for the purposes of this Part of this Schedule, once a premium is applicable to a claimant under this Part, a person shall be treated as being in receipt of any benefit—
(a)in the case of a benefit to which the Social Security (Overlapping Benefits) Regulations 1979 F68 applies, for any period during which, apart from the provisions of those Regulations, he would be in receipt of that benefit; and
[F69(b)for any period spent by a claimant in undertaking a course of training or instruction provided or approved by the Secretary of State F70... under section 2 of the Employment and Training Act 1973, or by [F71Skills Development Scotland,] Scottish Enterprise or Highlands and Islands Enterprise under section 2 of the Enterprise and New Towns (Scotland) Act 1990 or for any period during which he is in receipt of a training allowance.]
(2) For the purposes of the carer premium under paragraph 17, a person shall be treated as being in receipt of [F72carer’s allowance] by virtue of sub-paragraph (1)(a) only if and for so long as the person in respect of whose care the allowance has been claimed remains in receipt of attendance allowance, or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Benefits Act.
Textual Amendments
F69Sch. 1 para. 8(1)(b) substituted (28.10.1996) by The Social Security and Child Support (Jobseeker’s Allowance) (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/2538), regs. 1, 2(11)(a)
F70Words in Sch. 1 para. 8(1)(b) omitted (14.4.2008) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), regs. 1(1), 4(14)(c)
F71Words in Sch. 1 para. 8(1)(b) inserted (6.4.2009) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), regs. 1(2), 4(3)(h)
F72Words in Sch. 1 Pts. 3-4B substituted (1.4.2003) by The Social Security (Miscellaneous Amendments) Regulations 2003 (S.I. 2003/511), regs. 1, 3(4)(5)
F739. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F73Sch. 1 Pt. III para. 9 omitted (with effect in accordance with reg. 1(3) of the amending S.I.) by virtue of The Child Benefit, Child Support and Social Security (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/1803), regs. 1(b), 44(3)(b)
F749A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
10. The condition is that the claimant—
(a)is a single claimant or lone parent who has attained [F76the qualifying age for state pension credit]; or
(b)has attained [F76the qualifying age for state pension credit] and has a partner; or
(c)has a partner and the partner has attained [F76the qualifying age for state pension credit] but not the age of 75.
Textual Amendments
F75Words in Sch. 1 para. 10 heading substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(2)(a)
F76Words in Sch. 1 para. 10 substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(2)(b)
11. The condition is that the claimant has a partner who has attained the age of 75 but not the age of 80.
12.—(1) [F77Subject to sub-paragraph (5), the] condition is that–
(a)the claimant is a single claimant or lone parent who has attained [F78the qualifying age for state pension credit] and either—
(i)satisfies one of the additional conditions specified in paragraph 14(1)(a), (c), (e), (f) or (h); or
(ii)was entitled to either income support or income-based jobseeker’s allowance[F79, or was treated as being entitled to either of those benefits and the disability premium was or, as the case may be, would have been,] applicable to him in respect of a benefit week within 8 weeks of [F80the date he attained the qualifying age for state pension credit] and he has, subject to sub-paragraph (2), remained continuously entitled to one of those benefits since attaining that age; or
(b)the claimant has a partner and–
(i)the partner has attained the age of 80; or
(ii)the partner has attained [F78the qualifying age for state pension credit] but not the age of 80, and the additional conditions specified in paragraph 14 are satisfied in respect of him; or
(c)the claimant–
(i)has attained [F78the qualifying age for state pension credit];
[F81(ii)satisfies the requirements of either sub-head (i) or (ii) of paragraph 12(1)(a); and]
(iii)has a partner.
(2) For the purposes of this paragraph and paragraph 14–
(a)once the higher pensioner premium is applicable to a claimant, if he then ceases, for a period of eight weeks or less, to be entitled to either income support or income based jobseeker’s allowance, [F82or ceases to be treated as entitled to either of those benefits] he shall, on becoming re-entitled to either of those benefits, thereafter be treated as having been continuously entitled thereto;
(b)in so far as sub-paragraphs (1)(a)(ii) and (1)(c)(ii) are concerned, if a claimant ceases to be entitled to either income support or an income-based jobseeker’s allowance [F82or ceases to be treated as entitled to either of those benefits] for a period not exceeding eight weeks which includes [F83the date he attained the qualifying age for state pension credit], he shall, on becoming re-entitled to either of those benefits, thereafter be treated as having been continuously entitled thereto.
[F84(3) In this paragraph where a claimant’s partner is a welfare to work beneficiary, sub-paragraphs (1)(a)(ii) and (2)(b) shall apply to him as if for the words “8 weeks" there were substituted the words “[F85104 weeks]".]
[F86(4) For the purposes of this paragraph, a claimant shall be treated as having been entitled to income support or to an income-based jobseeker’s allowance throughout any period which comprises only days on which he was participating in an employment zone programme and was not entitled to–
(a)income support because, as a consequence of his participation in that programme, he was engaged in remunerative work or had income in excess of the claimant’s applicable amount as prescribed in Part IV of the Income Support Regulations; or
(b)a jobseeker’s allowance because, as a consequence of his participation in that programme, he was engaged in remunerative work or failed to satisfy the condition specified in section 2(1)(c) or in section 3(1)(a).]
[F87(5) The condition is not satisfied if—
(a)the claimant is a single claimant or a lone parent and (in either case) is a long-term patient;
(b)the claimant is a member of a couple or polygamous marriage and each member of the couple or polygamous marriage is a long-term patient; or
(c)the claimant is a member of a couple or a polygamous marriage and a member of that couple or polygamous marriage is—
(i)a long-term patient; and
(ii)the only member of the couple or polygamous marriage to whom sub-paragraph (1)(b) or (c) refers.]
Textual Amendments
F77Words in Sch. 1 para. 12(1) substituted (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(b)(i)
F78Words in Sch. 1 para. 12(1) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(2)(c)(i)
F79Words in Sch. 1 para. 12(1)(a)(ii) substituted (3.4.2000) by The Social Security Amendment (Employment Zones) Regulations 2000 (S.I. 2000/724), regs. 1(1), 4(4)(c)(i)
F80Words in Sch. 1 para. 12(1)(a)(ii) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(2)(c)(ii)
F81Sch. 1 para. 12(1)(c)(ii) substituted (28.10.1996) by The Social Security and Child Support (Jobseeker’s Allowance) (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/2538), regs. 1, 2(11)(b)
F82Words in Sch. 1 para. 12(2)(a)(b) inserted (3.4.2000) by The Social Security Amendment (Employment Zones) Regulations 2000 (S.I. 2000/724), regs. 1(1), 4(4)(c)(ii)
F83Words in Sch. 1 para. 12(2)(b) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(2)(c)(ii)
F84Sch. 1 para. 12(3) added (5.10.1998) by The Social Security (Welfare to Work) Regulations 1998 (S.I. 1998/2231), regs. 1, 14(3)
F85Words in Sch. 1 para. 12(3) substituted (9.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(7), 13(10)(a)
F86Sch. 1 para. 12(4) added (3.4.2000) by The Social Security Amendment (Employment Zones) Regulations 2000 (S.I. 2000/724), regs. 1(1), 4(4)(c)(iii)
F87Sch. 1 para. 12(5) inserted (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(b)(ii)
13.—[F88(1)] [F89Subject to sub-paragraph (2), the] condition is that the claimant—
(a)is a single claimant or lone parent who has not attained [F90the qualifying age for state pension credit] and satisfies any one of the additional conditions specified in paragraph 14(1)(a), (c), (e), (f) or (h); or
(b)has not attained [F90the qualifying age for state pension credit], has a partner and the claimant satisfies any one of the additional conditions specified in paragraph 14(1)(a), (c), (e), (f) or (h); or
(c)has a partner and the partner has not attained [F90the qualifying age for state pension credit] and also satisfies any one of the additional conditions specified in paragraph 14.
[F91(2) The condition is not satisfied if—
(a)the claimant is a single claimant or a lone parent and (in either case) is a long-term patient;
(b)the claimant is a member of a couple or polygamous marriage and each member of the couple or polygamous marriage is a long-term patient; or
(c)the claimant is a member of a couple or polygamous marriage and a member of that couple or polygamous marriage—
(i)is a long-term patient; and
(ii)is the only member of the couple or polygamous marriage to whom the condition in sub-paragraph (1)(b) or (c) refers.]
Textual Amendments
F88Sch. 1 para. 13(1): Sch. 1 para. 13 renumbered to Sch. 1 para. 13(1) (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(c)(i)
F89Words in Sch. 1 para. 13(1) substituted (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(c)(ii)
F90Words in Sch. 1 para. 13(1) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(2)(d)
F91Sch. 1 para. 13(2) inserted (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(c)(iii)
14.—(1) The additional conditions specified in this paragraph are that
(a)the claimant or, as the case may be, his partner, is in receipt of [F92the disability element or the severe disability element of working tax credit as specified in regulation 20(1)(b) and (f) of the Working Tax Credit (Entitlement and Maximum Rate) Regulations 2002] or mobility supplement;
(b)the claimant’s partner is in receipt of severe disablement allowance;
(c)the claimant or, as the case may be, his partner, is in receipt of attendance allowance or disability living allowance or is a person whose disability living allowance is payable, in whole or in part, to another in accordance with regulation 44 of the Claims and Payments Regulations (payment of disability living allowance on behalf of third party);
(d)the claimant’s partner is in receipt of long-term incapacity benefit or is a person to whom section 30B(4) of the Benefits Act (long term rate of incapacity benefit payable to those who are terminally ill) applies F93;
(e)the claimant or, as the case may be, his partner, has an invalid carriage or other vehicle provided to him by the Secretary of State under section 5(2)(a) of and Schedule 2 to the National Health Service Act 1977 F94 or under section 46 of the National Health Service (Scotland) Act 1978 F95 or provided by the Department of Health and Social Services for Northern Ireland under article 30(1) of the Health and Personal Social Services (Northern Ireland) Order 1972 F96, or receives payments by way of grant from the Secretary of State under paragraph 2 of Schedule 2 to the Act of 1977 (additional provisions as to vehicles) or, in Scotland, under section 46 of the Act of 1978;
(f)the claimant or, as the case may be, his partner, is a person who is entitled to the mobility component of disability living allowance but to whom the component is not payable in accordance with regulation 42 of the Claims and Payments Regulations (cases where disability living allowance not payable);
(g)the claimant’s partner was either–
(i)in receipt of long term incapacity benefit under section 30A(5) of the Benefits Act F97 immediately before attaining pensionable age and he is still alive; or
(ii)entitled to attendance allowance or disability living allowance but payment of that benefit was suspended in accordance with regulations under section 113(2) of the Benefits Act or otherwise abated as a consequence of [F98the partner] becoming a patient within the meaning of regulation 85(4) (special cases),
and in either case the higher pensioner premium or disability premium had been applicable to the claimant or his partner;
(h)the claimant or, as the case may be, his partner, is registered as blind in a register compiled by a local authority under section 29 of the National Assistance Act 1948 F99 (welfare services), or, in Scotland, has been certified as blind and in consequence is registered as blind in a register maintained by or on behalf of a regional or islands council.
(2) For the purposes of sub-paragraph (1)(h), a person who has ceased to be registered as blind on regaining his eyesight shall nevertheless be treated as blind and as satisfying the additional condition set out in that sub-paragraph for a period of 28 weeks following the date on which he ceased to be so registered.
Textual Amendments
F92Words in Sch. 1 para. 14(1)(a) substituted (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. 20(b)
F93Section 30B was inserted by the Social Security (Incapacity for Work) Act 1994 (c.18) section 2(1).
F97Section 30A was inserted by the Social Security (Incapacity for Work)and) Act 1994 section 1(1).
F98Words in Sch. 1 para. 14(1)(g)(ii) substituted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
F991948 c.29; section 29 was amended by section 1(2) of the National Assistance (Amendment) Act 1959 (c.30); the Mental Health (Scotland) Act 1960 (c.61) sections 113 and 114 and Schedule 4; the Local Government Act 1972 (c.70) Schedule 23 Schedule 23 paragraph 2; the Employment and Training Act 1973 (c.50) Schedule 3 paragraph 3; the National Health Service Act 1977 (c.49) Schedule 15 paragraph 6; and the Health and Social Services and Social Security Adjudications Act 1983 (c.41) Schedule 10 Part I.
15.—(1) In the case of a single claimant, a lone parent or a claimant who is treated as having no partner in consequence of sub-paragraph (3), the condition is that—
(a)he is in receipt of attendance allowance or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Benefits Act; and
(b)subject to sub-paragraph (4), there are no non-dependants aged 18 or over normally residing with him or with whom he is normally residing; and
[F100(c)no person is entitled to, and in receipt of, [F72a] [F72carer’s allowance] under section 70 of the Benefits Act in respect of caring for him;]
(2) Where the claimant has a partner, the condition is that–
(a)the claimant is in receipt of attendance allowance or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Benefits Act (the “qualifying benefit"); and
(b)the partner is also in receipt of a qualifying benefit, or if he is a member of a polygamous marriage, all the partners of that marriage are in receipt of a qualifying benefit; and
(c)subject to sub-paragraph (4), there is no non-dependant aged 18 or over normally residing with him or with whom he is normally residing; and
(d)either–
(i)[F101no person is entitled to, and in receipt of, [F72a] [F72carer’s allowance] under section 70 of the Benefits Act in respect of] caring for either member of the couple or all the members of the polygamous marriage; or
(ii)a person is engaged in caring for one member (but not both members) of the couple, or one or more but not all members of the polygamous marriage, and in consequence is [F102entitled to ] [F72a] [F72carer’s allowance] under section 70 of the Benefits Act.
(3) Where the claimant has a partner who does not satisfy the condition in sub-paragraph (2)(b), and that partner is blind or treated as blind within the meaning of paragraph 14(l)(h) and (2), that partner shall be treated for the purposes of sub-paragraph (2) as if he were not a partner of the claimant.
(4) The following persons shall not be regarded as a non-dependant for the purposes of sub-paragraphs (l)(b) and (2)(c)—
(a)a person in receipt of attendance allowance or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Benefits Act;
(b)subject to sub-paragraph (6), a person who joins the claimant’s household for the first time in order to care for the claimant or his partner and immediately before so joining the claimant or his partner satisfied the condition in sub-paragraph (l) or, as the case may be, (2);
(c)a person who is blind or treated as blind within the meaning of paragraph 14(l)(h) and (2).
(5) For the purposes of sub-paragraph (2), a person shall be treated F103...—
(a)[F104as being in receipt of] attendance allowance, or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Benefits Act if he would, but for his being a patient for a period exceeding 28 days, be so in receipt;
[F105(b)as being entitled to and in receipt of [F72a] [F72carer’s allowance] if he would, but for the person for whom he was caring being a patient in hospital for a period exceeding 28 days, be so entitled and in receipt.]
(6) Sub-paragraph (4)(b) shall apply only for the first 12 weeks following the date on which the person to whom that provision applies first joins the claimant’s household.
(7) For the purposes of sub-paragraph (1)(c) and (2)(d), no account shall be taken of an award of [F72carer’s allowance] to the extent that payment of such an award is back-dated for a period before [F106the date on which the award is first paid].
(8) A person shall be treated as satisfying this condition if he would have satisfied the condition specified for a severe disability premium in income support in paragraph 13 of Schedule 2 to the Income Support Regulations by virtue only of regulations 4 to 6 of the Income Support (General) Amendment (No.6) Regulations 1991 F107 (savings provisions in relation to severe disability premium) and for the purposes of determining whether in the particular case regulation 4 of those Regulations had ceased to apply in accordance with regulation 5(2)(a) of those Regulations, a person who is entitled to an income-based jobseeker’s allowance shall be treated as entitled to income support.
[F108(9) In sub-paragraphs (1)(c) and (2)(d), references to a person being in receipt of [F72a] [F72carer’s allowance] shall include references to a person who would have been in receipt of that allowance but for the application of a restriction under section [F1096B or] 7 of the Social Security Fraud Act 2001 (loss of benefit provisions).]
Textual Amendments
F72Words in Sch. 1 Pts. 3-4B substituted (1.4.2003) by The Social Security (Miscellaneous Amendments) Regulations 2003 (S.I. 2003/511), regs. 1, 3(4)(5)
F100Sch. 1 para. 15(1)(c) substituted (3.4.2000) by The Social Security (Miscellaneous Amendments) Regulations 2000 (S.I. 2000/681), regs. 1(1)(c), 4(3)(a)(i)
F101Words in Sch. 1 para. 15(2)(d)(i) substituted (3.4.2000) by The Social Security (Miscellaneous Amendments) Regulations 2000 (S.I. 2000/681), regs. 1(1)(c), 4(3)(a)(ii)(aa)
F102Words in Sch. 1 para. 15(2)(d)(ii) substituted (3.4.2000) by The Social Security (Miscellaneous Amendments) Regulations 2000 (S.I. 2000/681), regs. 1(1)(c), 4(3)(a)(ii)(bb)
F103Words in Sch. 1 para. 15(5) omitted (3.4.2000) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2000 (S.I. 2000/681), regs. 1(1)(c), 4(3)(a)(iii)(aa)
F104Words in Sch. 1 para. 15(5)(a) inserted (3.4.2000) by The Social Security (Miscellaneous Amendments) Regulations 2000 (S.I. 2000/681), regs. 1(1)(c), 4(3)(a)(iii)(bb)
F105Sch. 1 para. 15(5)(b) substituted (3.4.2000) by The Social Security (Miscellaneous Amendments) Regulations 2000 (S.I. 2000/681), regs. 1(1)(c), 4(3)(a)(iii)(cc)
F106Words in Sch. 1 para. 15(7) substituted (2.4.2007) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(2), 3(8)(d)
F108Sch. 1 para. 15(9) added (1.4.2002) by The Social Security (Loss of Benefit) (Consequential Amendments) Regulations 2002 (S.I. 2002/490), regs. 1(1), 2(2)(a)
F109Words in Sch. 1 para. 15(9) inserted (1.4.2010) by The Social Security (Loss of Benefit) Amendment Regulations 2010 (S.I. 2010/1160), regs. 1, 11(3)(a)
15A.—(1) Subject to sub-paragraph (2), the condition is that the care component of disability living allowance is, or would, but for a suspension of benefit in accordance with regulations under section 113(2) of the Benefits Act or but for an abatement as a consequence of hospitalisation, be payable at the highest rate prescribed under section 72(3) of the Benefits Act in respect of—
(a)the claimant; or
(b)[F111a member of the claimant’s family] [F111the claimant’s partner (if any)],
who [F112has not attained the qualifying age for state pension credit].
[F113(2) The condition is not satisfied where the person to whom sub-paragraph (1) refers is—
(a)a child or young person—
(i)whose capital if calculated in accordance with Part 8 of these Regulations in like manner as for the claimant, except as provided in regulation 106(1), would exceed £3,000; or
(ii)who is a long-term patient;
(b)a single claimant or a lone parent and (in either case) is a long-term patient;
(c)a member of a couple or polygamous marriage and each member of the couple or polygamous marriage is a long-term patient; or
(d)a member of a couple or polygamous marriage who is—
(i)a long-term patient; and
(ii)the only member of the couple or polygamous marriage to whom sub-paragraph (1) refers.]]
Textual Amendments
F110Sch. 1 para. 15A inserted (9.4.2001) by The Social Security Amendment (Enhanced Disability Premium) Regulations 2000 (S.I. 2000/2629), regs. 1(c), 5(c)(ii)
F111Words in Sch. 1 para. 15A(1)(b) substituted (for specified purposes and with effect in accordance with reg. 1(6)(7)(8) 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. 20(c)(i)
F112Words in Sch. 1 para. 15A(1) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(2)(e)
F113Sch. 1 para. 15A(2) substituted (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(e)
Modifications etc. (not altering text)
C2Sch. 1 para. 15A(2)(a) sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(2)(b)
C3Sch. 1 para. 15A(2)(a) modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(2)(b)
16.—(1) Subject to sub-paragraph (2), the condition is that where the child or young person for whom the claimant or a partner of his is responsible and who is a member of the claimant’s household is—
(a)in receipt of disability living allowance or is no longer in receipt of that allowance because he is a patient provided that the child or young person continues to be a member of the family; or
(b)blind or treated as blind within the meaning of paragraph 14(1)(h) and (2).
(2) The condition is not satisfied in respect of a child or young person—
(a)whose capital, if calculated in accordance with Part 8 of these Regulations in like manner as for the claimant, except as provided in regulation 106(1), would exceed £3,000; or
(b)who is a long-term patient.]
Textual Amendments
F114Sch. 1 para. 16 substituted (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(f)
Modifications etc. (not altering text)
C4Sch. 1 para. 16(2)(a) sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(2)(b)
C5Sch. 1 para. 16(2)(a) modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(2)(b)
17.—(1) Subject to sub-paragraphs (3) and (4), the condition is that the claimant or his partner is, or both of them are, [F115entitled to] [F72carer’s allowance] under section 70 of the Benefits Act.
F116(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[F117(3) Where a carer premium is awarded but—
(a)the person in respect of whose care the [F72carer’s allowance] has been awarded dies; or
(b)in any other case the person in respect of whom a carer premium has been awarded ceases to be entitledF118... to [F72a] [F72carer’s allowance],
the condition for the award of the premium shall be treated as satisfied for a period of eight weeks from the relevant date specified in sub-paragraph (3A) below.
(3A) The relevant date for the purposes of sub-paragraph (3) above shall be—
(a)[F119where sub-paragraph (3)(a) applies,] the Sunday following the death of the person in respect of whose care [F72a] [F72carer’s allowance] has been awarded or the date of death if the death occurred on a Sunday;
F120(b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(c)in any other case, the date on which the person who has been entitled to [F72a] [F72carer’s allowance] ceases to be entitled to that allowance.]
[F121(4) Where a person who has been entitled to an [F72carer’s allowance] ceases to be entitled to that allowance and makes a claim for a jobseeker’s allowance, the condition for the award of the carer premium shall be treated as satisfied for a period of eight weeks from the date on which–]
[F122(a)the person in respect of whose care the [F72carer’s allowance] has been awarded dies;
F123(b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(c)[F124in any other case, the person who has been entitled to a carer’s allowance ceased to be entitled to that allowance.]]
Textual Amendments
F72Words in Sch. 1 Pts. 3-4B substituted (1.4.2003) by The Social Security (Miscellaneous Amendments) Regulations 2003 (S.I. 2003/511), regs. 1, 3(4)(5)
F115Words in Sch. 1 para. 17(1) substituted (3.4.2000) by The Social Security (Miscellaneous Amendments) Regulations 2000 (S.I. 2000/681), regs. 1(1)(c), 4(3)(b)(i)
F116Sch. 1 para. 17(2) omitted (1.10.2003) by virtue of The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(a)(i)
F117Sch. 1 para. 17(3), (3A) substituted for (28.10.2002) by The Social Security Amendment (Carer Premium) Regulations 2002 (S.I. 2002/2020), regs. 1, 3(1)(a)
F118Words in Sch. 1 para. 17(3)(b) omitted (1.10.2003) by virtue of The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(a)(ii)
F119Words in Sch. 1 para. 17(3A)(a) inserted (1.10.2003) by The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(a)(iii)(aa)
F120Sch. 1 para. 17(3A)(b) omitted (1.10.2003) by virtue of The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(a)(iii)(bb)
F121Sch. 1 para. 17(3)(4) substituted (3.4.2000) by The Social Security (Miscellaneous Amendments) Regulations 2000 (S.I. 2000/681), regs. 1(1)(c), 4(3)(b)(iii)
F122Sch. 1 para. 17(4)(a)-(c) substituted for (28.10.2002) by The Social Security Amendment (Carer Premium) Regulations 2002 (S.I. 2002/2020), regs. 1, 3(1)(b)
F123Sch. 1 para. 17(4)(b) omitted (1.10.2003) by virtue of The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(a)(iv)(aa)
18. For the purpose of determining whether a premium is applicable to a person under paragraphs 14 to 17, any concessionary payment made to compensate that person for the non-payment of any benefit mentioned in those paragraphs shall be treated as if it were a payment of that benefit.
19. For the purposes of this Part of this Schedule, a person shall be regarded as being in receipt of any benefit if, and only if, it is paid in respect of him and shall be so regarded only for any period in respect of which that benefit is paid.
Modifications etc. (not altering text)
C6Sch. 1 Pt. IV modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(5), Sch. 14
Premium | Amount |
---|---|
20. (1) F125... | (1) F125... |
(1A) F126. . . | (1A) F126... |
(2) Pensioner premium for persons [F127who have attained the qualifying age for state pension credit]– (a) where the claimant satisfies the condition in paragraph 10(a); | (2) (a) [F128£65.70;]. |
(b) where the claimant satisfies the condition in paragraph 10(b) | (b) [F128£97.50]. |
(c) where the claimant satisfies the condition in paragraph 10(c). | (c) [F128£97.50]. |
(3)Pensioner premium for claimants whose partner has attained the age of 75 where the claimant satisfies the condition in paragraph 11; | (3) [F128£97.50]. |
(4)Higher Pensioner Premium– (a)where the claimant satisfies the condition in paragraph 12(1)(a); | (4) (a) [F128£65.70]. |
(b)where the claimant satisfies the condition in paragraph 12(1)(b) or (c). | (b) [F128£97.50.] |
(5)Disability Premium– (a)where the claimant satisfies the condition in [F129paragraph 13(1)(a)]; | (5) (a) [F128£27.50.] |
(b)where the claimant satisfies the condition in [F130paragraph 13(1)(b)] or (c). | (b) [F128£39.15]. |
(6)Severe Disability Premium– (a)where the claimant satisfies the condition in paragraph 15(1); | (6) (a) [F128£52.85]. |
(b)where the claimant satisfies the condition in paragraph 15(2)– (i)if there is someone in receipt of a carer's allowance or if any partner of the claimant satisfies that condition by virtue of paragraph 15(5); | (b) (i) [F128£52.85.] |
(ii)if no-one is in receipt of such an allowance. | (ii) [F128£105.70]. |
(7)Disabled Child Premium. | (7) [F128£51.24] in respect of each child or young person in respect of whom the conditions specified in paragraph 16 are satisfied. |
(8)Carer Premium. | (8) [F128£29.50] in respect of each person who satisfied the condition specified in paragraph 17. |
(9) Enhanced disability premium where the conditions in paragraph 15A are satisfied. | (9) (a) [F128£20.65] in respect of each child or young person in respect of whom the conditions specified in paragraph 15A are satisfied; (b) [F128£13.40] in respect of each person who is neither— (i) a child or young person; nor (ii) a member of a couple or a polygamous marriage; in respect of whom the conditions specified in paragraph 15A are satisfied; (c) [F128£19.30 ]where the claimant is a member of a couple or a polygamous marriage and the conditions specified in paragraph 15A are satisfied in respect of a member of that couple or polygamous marriage. |
Textual Amendments
F125Sch. 1 Pt. IV para. 20(1) entries omitted (with effect in accordance with reg. 1(3) of the amending S.I.) by virtue of The Child Benefit, Child Support and Social Security (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/1803), reg. 1(b), reg. 44(4)
F126Sch. 1 para. 20(1A) revoked (1.10.2007) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2007 (S.I. 2007/2618), reg. 1(1), Sch.
F127Words in Sch. 1 para. 20(2) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(3)
F128Sch. 1 Pt. IV sums substituted (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up Rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(5), Sch. 14
F129Words in Sch. 1 para. 20(5)(a) substituted (coming into force in accordance with reg. 1(8) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(g)(i)
F130Words in Sch. 1 para. 20(5)(b) substituted (coming into force in accordance with reg. 1(8) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(g)(ii)
Textual Amendments
F131Sch. 1 Pts. 4A-4B inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 53(4)
20A. Except as provided in paragraph 20B, the weekly premium specified in Part IVB of this Schedule shall, for the purposes of regulations 86A(c) and 86B(d), be applicable to a joint-claim couple where either or both members of a joint-claim couple satisfy the condition specified in paragraphs 20E to 20J in respect of that premium.
20B. Subject to paragraph 20C, where a member of a joint-claim couple satisfies the conditions in respect of more than one premium in this Part of this Schedule, only one premium shall be applicable to the joint-claim couple in respect of that member and, if they are different amounts, the higher or highest amount shall apply.
[F13220C.—(1) Subject to sub-paragraph (2), the following premiums, namely—
(a)a severe disability premium to which paragraph 20I applies;
(b)an enhanced disability premium to which paragraph 20IA applies; and
(c)a carer premium to which paragraph 20J applies,
may be applicable in addition to any other premium which may apply under this Part of this Schedule.
(2) An enhanced disability premium in respect of a person shall not be applicable in addition to—
(a)a pensioner premium under paragraph 20E; or
(b)a higher pensioner premium under paragraph 20F.]
Textual Amendments
F132Sch. 1 para. 20C substituted (9.4.2001) by The Social Security Amendment (Enhanced Disability Premium) Regulations 2000 (S.I. 2000/2629), regs. 1(c), 5(c)(iv)
20D.—(1) Subject to sub-paragraph (2) for the purposes of this Part of this Schedule, once a premium is applicable to a joint-claim couple under this Part, a person shall be treated as being in receipt of any benefit—
(a)in the case of a benefit to which the Social Security (Overlapping Benefits) Regulations 1979 applies, for any period during which, apart from the provisions of those Regulations, he would be in receipt of that benefit; and
(b)for any period spent by a person in undertaking a course of training or instruction provided or approved by the Secretary of State under section 2 of the Employment and Training Act 1973, or by [F133Skills Development Scotland,] Scottish Enterprise or Highlands and Islands Enterprise under section 2 of the Enterprise and New Towns (Scotland) Act 1990, or for any period during which he is in receipt of a training allowance.
(2) For the purposes of the carer premium under paragraph 20J, a person shall be treated as being in receipt of [F72carer’s allowance] by virtue of sub-paragraph (1)(a) only if and for so long as the person in respect of whose care the allowance has been claimed remains in receipt of attendance allowance, or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Benefits Act.
Textual Amendments
F72Words in Sch. 1 Pts. 3-4B substituted (1.4.2003) by The Social Security (Miscellaneous Amendments) Regulations 2003 (S.I. 2003/511), regs. 1, 3(4)(5)
F133Words in Sch. 1 para. 20D(1)(b) inserted (6.4.2009) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), regs. 1(2), 4(3)(h)
20E. The condition is that one member of a joint-claim couple has attained [F135the qualifying age for state pension credit] but not the age of 75.
Textual Amendments
F134Words in Sch. 1 para. 20E heading substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(4)(a)
F135Words in Sch. 1 para. 20E substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(4)(b)
20F.—(1) [F136Subject to sub-paragraph (5), the] condition is that one member of a joint-claim couple—
(a)has attained [F137the qualifying age for state pension credit] but not the age of 80, and either the additional conditions specified in paragraph 20H are satisfied in respect of him; or
(b)has attained [F138the qualifying age for state pension credit] and—
(i)was entitled to or was treated as entitled to either income support or an income-based jobseeker’s allowance and the disability premium was or, as the case may be, would have been applicable to him in respect of a benefit week within 8 weeks of [F139the date he attained the qualifying age for state pension credit] and he has, subject to sub-paragraph (2), remained continuously entitled to one of those benefits since attaining that age; or
(ii)was a member of a joint-claim couple who had been entitled to, or who had been treated as entitled to, a joint-claim jobseeker’s allowance and the disability premium was or, as the case may be, would have been applicable to that couple in respect of a benefit week within 8 weeks of [F140the date either member of that couple attained the qualifying age for state pension credit] and the couple have, subject to that sub-paragraph (2), remained continuously entitled to a joint-claim jobseeker’s allowance since that member attained that age.
(2) For the purpose of this paragraph and paragraph 20H—
(a)once the higher pensioner premium is applicable to a joint-claim couple, if that member then ceases, for a period of eight weeks or less, to be entitled or treated as entitled to either income support or income-based jobseeker’s allowance or that couple cease to be entitled to or treated as entitled to a joint-claim jobseeker’s allowance, he shall or, as the case may be, that couple shall, on becoming re-entitled to any of those benefits, thereafter be treated as having been continuously entitled thereto;
(b)in so far as sub-paragraph (1)(b)(i) or (ii) is concerned, if a member of a joint-claim couple ceases to be entitled or treated as entitled to either income support or an income-based jobseeker’s allowance or that couple cease to be entitled to or treated as entitled to a joint-claim jobseeker’s allowance for a period not exceeding eight weeks which includes [F141the date either member of that couple attained the qualifying age for state pension credit], he shall or, as the case may be, the couple shall, on becoming re-entitled to either of those benefits, thereafter be treated as having been continuously entitled thereto.
(3) In this paragraph, where a member of a joint-claim couple is a welfare to work beneficiary, sub-paragraphs (1)(b)(i) and (2)(b) shall apply to him as if for the words “8 weeks” there were substituted the words “[F142104 weeks]”.
(4) For the purposes of this paragraph, a member of a joint-claim couple shall be treated as having been entitled to income support or to an income-based jobseeker’s allowance or the couple of which he is a member shall be treated as having been entitled to a joint-claim jobseeker’s allowance throughout any period which comprises only days on which a member was participating in an employment zone scheme and was not entitled to—
(a)income support because, as a consequence of his participation in that scheme, he was engaged in remunerative work or had income in excess of the claimant’s applicable amount as prescribed in Part IV of the Income Support Regulations; or
(b)a jobseeker’s allowance because, as a consequence of his participation in that scheme, he was engaged in remunerative work or failed to satisfy the condition specified in section 2(1)(c) or the couple of which he was a member failed to satisfy the condition in section 3A(1)(a).
[F143(5) The condition is not satisfied if the member of the joint-claim couple to whom sub-paragraph (1) refers is a long-term patient.]
Textual Amendments
F136Words in Sch. 1 para. 20F(1) substituted (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(h)(i)
F137Words in Sch. 1 para. 20F(1)(a) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(4)(c)(i)
F138Words in Sch. 1 para. 20F(1)(b) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(4)(c)(i)
F139Words in Sch. 1 para. 20F(1)(b)(i) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(4)(c)(ii)
F140Words in Sch. 1 para. 20F(1)(b)(ii) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(4)(c)(iii)
F141Words in Sch. 1 para. 20F(2)(b) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(4)(c)(iii)
F142Words in Sch. 1 para. 20F(3) substituted (9.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(7), 13(10)(a)
F143Sch. 1 para. 20F(5) inserted (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(h)(ii)
20G.—(1) Subject to sub-paragraph (2), the condition is that a member of a joint-claim couple has not attained [F145the qualifying age for state pension credit] and satisfies any one of the additional conditions specified in paragraph 20H.
(2) The condition is not satisfied if—
(a)paragraph (1) only refers to one member of a joint-claim couple and that member is a long-term patient; or
(b)paragraph (1) refers to both members of a joint-claim couple and both members of the couple are long-term patients.]
Textual Amendments
F144Sch. 1 para. 20G substituted (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(i)
F145Words in Sch. 1 para. 20G(1) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(4)(d)
20H.—(1) The additional conditions specified in this paragraph are that a member of a joint-claim couple—
(a)is in receipt of [F146the disability element or the severe disability element of working tax credit as specified in regulation 20(1)(b) and (f) of the Working Tax Credit (Entitlement and Maximum Rate) Regulations 2002] or mobility supplement;
(b)is in receipt of severe disablement allowance;
(c)is in receipt of attendance allowance or disability living allowance or is a person whose disability living allowance is payable, in whole or in part, to another in accordance with regulation 44 of the Claims and Payments Regulations (payment of disability living allowance on behalf of third party);
(d)is in receipt of long-term incapacity benefit or is a person to whom section 30B(4) of the Benefits Act (long-term rate of incapacity benefit payable to those who are terminally ill) applies;
(e)has been entitled to statutory sick pay, has been incapable of work or has been treated as incapable of work for a continuous period of not less than—
(i)196 days in the case of a member of a joint-claim couple who is terminally ill within the meaning of section 30B(4) of the Benefits Act; or
(ii)364 days in any other case,
and for these purposes, any two or more periods of entitlement or incapacity separated by a break of not more than 56 days shall be treated as one continuous period;
[F147(ee)has had limited capability for work or has been treated as having limited capability for work for a continuous period of not less than—
(i)196 days in the case of a member of a joint-claim couple who is terminally ill within the meaning of regulation 2(1) of the Employment and Support Allowance Regulations; or
(ii)364 days in any other case,
and for these purposes any two or more periods of limited capability for work separated by a break of not more than 12 weeks is to be treated as one continuous period;]
(f)has an invalid carriage or other vehicle provided to him by the Secretary of State under section 5(2)(a) of, and Schedule 2 to, the National Health Service Act 1977 or under section 46 of the National Health Service (Scotland) Act 1978 or provided by the Department of Health and Social Services for Northern Ireland under article 30(1) of the Health and Personal Social Services (Northern Ireland) Order 1972, or receives payments by way of grant from the Secretary of State under paragraph 2 of Schedule 2 to the Act of 1977 (additional provisions as to vehicles) or, in Scotland, under section 46 of the Act of 1978;
(g)is a person who is entitled to the mobility component of disability living allowance but to whom the component is not payable in accordance with regulation 42 of the Claims and Payments Regulations (cases where disability living allowance not payable);
(h)was either—
(i)in receipt of long-term incapacity benefit under section 30A(5) of the Benefits Act immediately before attaining pensionable age and he is still alive; or
(ii)entitled to attendance allowance or disability living allowance but payment of that benefit was suspended in accordance with regulations under section 113(2) of the Benefits Act or otherwise abated as a consequence of either member of the joint-claim couple becoming a patient within the meaning of regulation 85(4) (special cases),
and in either case, the higher pensioner premium or disability premium had been applicable to the joint-claim couple; or
(i)is registered as blind in a register compiled by a local authority under section 29 of the National Assistance Act 1948 (welfare services), or, in Scotland, has been certified as blind and in consequence is registered as blind in a register maintained by or on behalf of a regional or islands council.
(2) In the case of a member of a joint-claim couple who is a welfare to work beneficiary, the reference in sub-paragraph (1)(e) to a period of 56 days shall be treated as a reference to a period of [F148104 weeks].
(3) For the purposes of sub-paragraph (1)(i), a person who has ceased to be registered as blind on regaining his eyesight shall nevertheless be treated as blind and as satisfying the additional condition set out in that sub-paragraph for a period of 28 weeks following the date on which he ceased to be so registered.
Textual Amendments
F146Words in Sch. 1 para. 20H(1)(a) substituted (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. 20(e)
F147Sch. 1 para. 20H(1)(ee) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(24)(e)
F148Words in Sch. 1 para. 20H(2) substituted (9.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(7), 13(10)(a)
20I.—(1) The condition is that—
(a)a member of a joint-claim couple is in receipt of attendance allowance or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Benefits Act (“the qualifying benefits”); and
(b)the other member is also in receipt of such an allowance, or if he is a member of a polygamous marriage, all the partners of that marriage are in receipt of a qualifying benefit; and
(c)subject to sub-paragraph (3), there is no non-dependant aged 18 or over normally residing with the joint-claim couple or with whom they are normally residing; and
(d)either—
(i)no person is entitled to, and in receipt of, [F72a] [F72carer’s allowance] under section 70 of the Benefits Act in respect of caring for either member or the couple or all the members of the polygamous marriage; or
(ii)a person is engaged in caring for one member (but not both members) of the couple, or one or more but not all members of the polygamous marriage, and in consequence is entitled to [F72a] [F72carer’s allowance] under section 70 of the Benefits Act.
(2) Where the other member does not satisfy the condition in sub-paragraph (1)(b), and that member is blind or treated as blind within the meaning of paragraph 20H(1)(i) and (2), that member shall be treated for the purposes of sub-paragraph (1) as if he were not a member of the couple.
(3) The following persons shall not be regarded as non-dependant for the purposes of sub-paragraph (1)(c)—
(a)a person in receipt of attendance allowance or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Benefits Act;
(b)subject to sub-paragraph (5), a person who joins the joint-claim couple’s household for the first time in order to care for a member of a joint claim couple and immediately before so joining, that member satisfied the condition in sub-paragraph (1);
(c)a person who is blind or treated as blind within the meaning of paragraph 20H(1)(i) and (2).
(4) For the purposes of sub-paragraph (1), a member of a joint-claim couple shall be treated—
(a)as being in receipt of attendance allowance, or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Benefits Act if he would, but for his being a patient for a period exceeding 28 days, be so in receipt;
(b)as being entitled to and in receipt of [F72a] [F72carer’s allowance] if he would, but for the person for whom he was caring being a patient in hospital for a period exceeding 28 days, be so entitled and in receipt.
(5) Sub-paragraph (3)(b) shall apply only for the first 12 weeks following the date on which the person to whom that provision applies first joins the joint-claim couple’s household.
(6) For the purposes of sub-paragraph (1)(d), no account shall be taken of an award of [F72carer’s allowance] to the extent that payment of such an award is back-dated for a period before [F149the date on which the award is first paid].
[F150(7) In sub-paragraph (1)(d), the reference to a person being in receipt of [F72a] [F72carer’s allowance] shall include a reference to a person who would have been in receipt of that allowance but for the application of a restriction under section [F1516B or] 7 of the Social Security Fraud Act 2001 (loss of benefit provisions).]
Textual Amendments
F72Words in Sch. 1 Pts. 3-4B substituted (1.4.2003) by The Social Security (Miscellaneous Amendments) Regulations 2003 (S.I. 2003/511), regs. 1, 3(4)(5)
F149Words in Sch. 1 para. 20I(6) substituted (2.4.2007) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(2), 3(8)(j)
F150Sch. 1 para. 20I(7) added (1.4.2002) by The Social Security (Loss of Benefit) (Consequential Amendments) Regulations 2002 (S.I. 2002/490), regs. 1(1), 2(2)(b)
F151Words in Sch. 1 para. 20I(7) inserted (1.4.2010) by The Social Security (Loss of Benefit) Amendment Regulations 2010 (S.I. 2010/1160), regs. 1, 11(3)(b)
20IA.—(1) Subject to sub-paragraph (2), the condition is that the care component of disability living allowance is, or would, but for a suspension of benefit in accordance with regulations under section 113(2) of the Benefits Act or but for an abatement as a consequence of hospitalisation, be payable at the highest rate prescribed under section 72(3) of the Benefits Act in respect of a member of a joint-claim couple who [F153“has not attained the qualifying age for state pension credit].]
[F154(2) The condition is not satisfied if—
(a)paragraph (1) only refers to one member of a joint-claim couple and that member is a long-term patient; or
(b)paragraph (1) refers to both members of a joint-claim couple and both members of the couple are long-term patients.]
Textual Amendments
F152Sch. 1 para. 20IA inserted (9.4.2001) by The Social Security Amendment (Enhanced Disability Premium) Regulations 2000 (S.I. 2000/2629), regs. 1(c), 5(c)(v)
F153Words in Sch. 1 para. 20IA(1) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(4)(e)
F154Sch. 1 para. 20IA(2) substituted (coming into force in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(k)
20J.—(1) Subject to sub-paragraphs (3) and (4), the condition is that either or both members of a joint-claim couple are entitled to F155... [F72a] [F72carer’s allowance] under section 70 of the Benefits Act.
F156(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[F157(3) Where a carer premium is awarded but—
(a)the person in respect of whose care the [F72carer’s allowance] has been awarded dies; or
(b)in any other case the member of the joint-claim couple in respect of whom a carer premium has been awarded ceases to be entitled F158... to [F72a] [F72carer’s allowance],
the condition for the award of the premium shall be treated as satisfied for a period of eight weeks from the relevant date specified in sub-paragraph (3A) below.
(3A) The relevant date for the purposes of sub-paragraph (3) above shall be—
(a)[F159where sub-paragraph (3)(a) applies,] the Sunday following the death of the person in respect of whose care [F72a] [F72carer’s allowance] has been awarded or F160... the date of death if the death occurred on a Sunday;
F161(b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(c)in any other case, the date on which that member ceased to be entitled to [F72a] [F72carer’s allowance] .]
(4) Where a member of a joint-claim couple who has been entitled to [F72a] [F72carer’s allowance] ceases to be entitled to that allowance and makes a claim for a jobseeker’s allowance jointly with the other member of that couple, the condition for the award of the carer premium shall be treated as satisfied for a period of eight weeks from the date on which—
[F162(a)the person in respect of whose care the [F72carer’s allowance] has been awarded dies;
F163(b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(c)[F164in any other case, the member who has been entitled to a carer’s allowance ceased to be entitled to that allowance.]]
Textual Amendments
F72Words in Sch. 1 Pts. 3-4B substituted (1.4.2003) by The Social Security (Miscellaneous Amendments) Regulations 2003 (S.I. 2003/511), regs. 1, 3(4)(5)
F155Words in Sch. 1 para. 20J(1) omitted (1.10.2003) by virtue of The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(b)(i)
F156Sch. 1 para. 20J(2) omitted (1.10.2003) by virtue of The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(b)(ii)
F157Sch. 1 para. 20J(3)(3A) substituted for (28.10.2002) by The Social Security Amendment (Carer Premium) Regulations 2002 (S.I. 2002/2020), regs. 1, 3(2)
F158Words in Sch. 1 para. 20J(3)(b) omitted (1.10.2003) by virtue of The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(b)(iii)
F159Words in Sch. 1 para. 20J(3A)(a) inserted (1.10.2003) by The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(b)(iv)(aa)
F160Words in Sch. 1 para. 20J(3A)(a) omitted (28.10.2002) by virtue of The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2002 (S.I. 2002/2380), regs. 1(a), 3(a)
F161Sch. 1 para. 20J(3A)(b) omitted (1.10.2003) by virtue of The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(b)(iv)(bb)
F162Sch. 1 para. 20J(4)(a)-(c) substituted for (28.10.2002) by The Social Security Amendment (Carer Premium) Regulations 2002 (S.I. 2002/2020), regs. 1, 3(2)
F163Sch. 1 para. 20J(4)(b) omitted (1.10.2003) by virtue of The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(3)(b)(v)(aa)
20K. For the purpose of determining whether a premium is applicable to a joint-claim couple under paragraphs 20H to 20J, any concessionary payment made to compensate a person for the non-payment of any benefit mentioned in those paragraphs shall be treated as if it were a payment of that benefit.
20L. For the purposes of this Part of this Schedule, a member of a joint-claim couple shall be regarded as being in receipt of any benefit if, and only if, it is paid in respect of him and shall be so regarded only for any period in respect of which that benefit is paid.]
Textual Amendments
F165Sums in Sch. 1 Pt. 4B substituted (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(6), Sch. 15
Modifications etc. (not altering text)
C7Sch. 1 Pt. 4B modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(6), Sch. 15
Premium | Amount |
---|---|
20M. (1) Pensioner premium where one member of a joint-claim couple [F166has attained the qualifying age for state pension credit] and the condition in paragraph 20E is satisfied. | (1) £97.50. |
(2) Higher Pensioner Premium where one member of a joint-claim couple satisfies the condition in paragraph 20F. | £97.50. |
(3) Disability Premium where one member of a joint-claim couple satisfies the condition in [F167paragraph 20G(1)]. | £39.15. |
(4)Severe Disability Premium where one member of a joint-claim couple satisfies the condition in paragraph 20I(1)— | (4) |
(i) if there is someone in receipt of a carer’s allowance or if either member satisfies that condition only by virtue of paragraph 20I(4); (ii) if no-one is in receipt of such an allowance. | (i) £52.85. (ii) £105.70. |
(5) Carer Premium. | (5) £29.50 in respect of each person who satisfied the condition specified in paragraph 20J. |
(6) Enhanced disability premium where the conditions in paragraph 20IA are satisfied. | (6) £19.30 where the conditions specified in paragraph 20IA are satisfied in respect of a member of a joint-claim couple.] |
Textual Amendments
F166Words in Sch. 1 para. 20M(1) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 13(5)
F167Words in Sch. 1 para. 20M(3) substituted (coming into force in accordance with reg. 1(8) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(8)(l)
21. Where an income-based jobseeker’s allowance is awarded for a period which is not a complete benefit week and the applicable amount in respect of that period results in an amount which includes a fraction of one penny that fraction shall be treated as one penny.
Regulations 83(f) and 84(1)(g)
Modifications etc. (not altering text)
C8Sch. 2 para. 4A applied (with modifications) (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(2), 6(a) (with regs. 3, 7)
C9Sch. 2 para. 4A applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(b) (with reg. 8)
1.—(1) Subject to the following provisions of this Schedule, the housing costs applicable to a claimant are those costs—
(a)which he or, where he is a member of a family, he or any member of that family is, in accordance with paragraph 2, liable to meet in respect of the dwelling occupied as the home which he or any other member of his family is treated as occupying; and
(b)which qualify under paragraphs 14 to 16.
(2) In this Schedule—
“housing costs" means those costs to which sub-paragraph (1) refers;
“existing housing costs" means housing costs arising under an agreement entered into before 2nd October 1995, or under an agreement entered into after 1st October 1995 (“the new agreement")—
[F168(a)which replaces an existing agreement, provided that the person liable to meet the housing costs—
(i)remains the same in both agreements, or
(ii)where in either agreement more than one person is liable to meet the housing costs, the person is liable to meet the housing costs in both the existing agreement and the new agreement;]
(b)where the existing agreement was entered into before 2nd October 1995; and
(c)which is for a loan of the same amount as or less than the amount of the loan under the agreement it replaces, and for the purpose of determining the amount of the loan under the new agreement, any sum payable to arrange the new agreement and included in the loan shall be disregarded;
“new housing costs" means housing costs arising under an agreement entered into after 1st October 1995 other than an agreement referred to in the definition of “existing housing costs";
“standard rate" means the rate for the time being [F169determined in accordance with] paragraph 11.
(3) For the purposes of this Schedule a disabled person is a person–
(a)in respect of whom a disability premium, a disabled child premium, a pensioner premium where the claimant’s partner has attained the age of 75 or a higher pensioner premium is included in his applicable amount or the applicable amount of a person living with him; or
(b)who, had he in fact been entitled to a jobseeker’s allowance or to income support, would have had included in his applicable amount a disability premium, a disabled child premium, a pensioner premium where the claimant’s partner has attained the age of 75 or a higher pensioner premium; or
(c)who satisfies the requirements of paragraph 9 A of Schedule 2 to the Income Support [F170Regulations] F171 (pensioner premium for person aged 75 or over)[F172; F173...
(d)who is disabled or severely disabled for the purposes of section 9(6) (maximum rate) of the Tax Credits Act 2002] [F174or
(e)who is in receipt of an employment and support allowance which includes an amount under section 2(2) or (3) or 4(4) or (5) of the Welfare Reform Act (components).]
(4) For the purposes of sub-paragraph (3), a person shall not cease to be a disabled person on account of his being disqualified for receiving benefit or treated as capable of work by virtue of the operation of section 171E of the Benefits Act F175 (incapacity for work, disqualification etc.) [F176or disqualified for receiving employment and support allowance or treated as not having limited capability for work in accordance with regulations made under section 18 of the Welfare Reform Act (disqualification)].
Textual Amendments
F168Sch. 2 para. 1(2)(a) substituted (28.11.2004) by The Social Security (Housing Costs Amendments) Regulations 2004 (S.I. 2004/2825), reg. 2(5)
F169Words in Sch. 2 para. 1(2) substituted (28.11.2004) by The Social Security (Housing Costs Amendments) Regulations 2004 (S.I. 2004/2825), regs. 1(2)(a), 2(2)
F170Word in Sch. 2 para. 1(3)(c) substituted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
F171Paragraph 9A was inserted by S.I. 1989/534.
F172Sch. 2 para. 1(3)(d) and word inserted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 13(11)(a)
F173Word in Sch. 2 para. 1(3)(c) omitted (27.10.2008) by virtue of The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(25)(a)(i)(aa)
F174Sch. 2 para. 1(3)(e) and word 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(25)(a)(i)(bb)
F175Section 171E was inserted by the Social Security (Incapacity for Work) Act 1994 (c.18), section 6(1).
F176Words in Sch. 2 para. 1(4) 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(25)(a)(ii)
Modifications etc. (not altering text)
C10Sch. 2 para. 1(2) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(a) (with reg. 8)
1A.—(1) Where a claimant or his partner was in receipt of or was treated as being in receipt of income support [F180or income-related employment and support allowance] not more than 12 weeks before one of them becomes entitled to income-based jobseeker’s allowance or, where the claimant or his partner is a person to whom paragraph 13(2) or (10) (linking rules) refers, not more than 26 weeks before becoming so entitled and—
(a)the applicable amount for income support [F180or income-related employment and support allowance] included an amount in respect of housing costs under [F181paragraphs 15 to 17] of Schedule 3 to the Income Support Regulations [F182or paragraphs 16 to 18 of Schedule 6 to the Employment and Support Allowance Regulations]; and
(b)the circumstances affecting the calculation of those housing costs remain unchanged since the last calculation of those costs,
the applicable amount in respect of housing costs for income-based jobseeker’s allowance shall be the applicable amount in respect of those costs current when entitlement to income support [F180or income-related employment and support allowance] was last determined.
[F183(1ZA) Where a claimant or his partner was in receipt of state pension credit not more than 12 weeks before one of them becomes entitled to income-based jobseeker’s allowance or, where the claimant or his partner is a person to whom paragraph 13(2) or (10) (linking rules) refers, not more than 26 weeks before becoming so entitled, and—
(a)the appropriate minimum guarantee included an amount in respect of housing costs under paragraphs 11 to 13 of Schedule II to the State Pension Credit Regulations 2002; and
(b)the circumstances affecting the calculation of those housing costs remain unchanged since the last calculation of those costs,
the applicable amount in respect of housing costs for income-based jobseekers allowance shall be the amount applicable in respect of those costs current when entitlement to state pension credit was last determined.]
[F184(1A) Where either member of a joint-claim couple was in receipt of or treated as being in receipt of income support [F180or income-related employment and support allowance] not more than 12 weeks before the couple becomes entitled to a joint-claim jobseeker’s allowance, or, where either member is a person to whom paragraph 13(2) or (10) (linking rules) refers, not more than 26 weeks before becoming so entitled and—
(a)the applicable amount for income support [F180or income-related employment and support allowance] included an amount in respect of housing costs under paragraph 15 or 16 of Schedule 3 to the Income Support Regulations [F185or paragraphs 16 or 17 of schedule 6 to the Employment and Support Allowance Regulations]; and
(b)the circumstances affecting the calculation of those housing costs remain unchanged since the last calculation of those costs,
the applicable amount in respect of housing costs for joint-claim jobseeker’s allowance shall be the applicable amount in respect of those costs current when entitlement to income support [F180or income-related employment and support allowance] was last determined.]
[F186(1B) Where either member of a joint-claim couple was in receipt of state pension credit not more than 12 weeks before the couple becomes entitled to a joint-claim jobseeker’s allowance, or, where either member is a person to whom paragraph 13(2) or (10) (linking rules) refers, not more than 26 weeks before becoming so entitled, and—
(a)the appropriate minimum guarantee included an amount in respect of housing costs under paragraphs 11 to 13 of Schedule II to the State Pension Credit Regulations 2002; and
(b)the circumstances affecting the calculation of those housing costs remain unchanged since the last calculation of those costs,
the applicable amount in respect of housing costs for joint-claim jobseeker’s allowance shall be the amount applicable in respect of those costs current when entitlement to state pension credit was last determined.]
(2) Where, in the period since housing costs were last calculated for income support [F180or income-related employment and support allowance] [F187or (as the case may be) state pension credit], there has been a change of circumstances, other than a reduction in the amount of an outstanding loan, which increases or reduces those costs, the amount to be met under this Schedule shall, for the purposes of the claim for income-based jobseeker’s allowance, be recalculated so as to take account of that change.]
Textual Amendments
F177Sch. 2 para. 1A inserted (22.10.1997) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 1997 (S.I. 1997/2305), regs. 1, 3(2)(a)
F178Sch. 2 para. 1A heading substituted (17.12.2007) by The Social Security (Housing Costs and Miscellaneous Amendments) Regulations 2007 (S.I. 2007/3183), regs. 1, 4(2)(a)(i)
F179Words in Sch. 2 para. 1A heading inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(25)(b)(i)
F180Words in Sch. 2 para. 1A inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(25)(b)(ii)
F181Words in Sch. 2 para. 1A(1)(a) substituted (17.12.2007) by The Social Security (Housing Costs and Miscellaneous Amendments) Regulations 2007 (S.I. 2007/3183), regs. 1, 4(2)(a)(ii)
F182Words in Sch. 2 para. 1A(1)(a) 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(25)(b)(iii)
F183Sch. 2 para. 1A(1ZA) added (17.12.2007) by The Social Security (Housing Costs and Miscellaneous Amendments) Regulations 2007 (S.I. 2007/3183), regs. 1, 4(2)(a)(iii)
F184Sch. 2 para. 1A(1A) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(2)
F185Words in Sch. 2 para. 1A(1A)(a) 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(25)(b)(iv)
F186Sch. 2 para. 1A(1B) added (17.12.2007) by The Social Security (Housing Costs and Miscellaneous Amendments) Regulations 2007 (S.I. 2007/3183), regs. 1, 4(2)(a)(iv)
F187Words in Sch. 2 para. 1A(2) inserted (17.12.2007) by The Social Security (Housing Costs and Miscellaneous Amendments) Regulations 2007 (S.I. 2007/3183), regs. 1, 4(2)(a)(v)
2.—(1) A person is liable to meet housing costs where–
(a)the liability falls upon him or his partner [F188or, where that person is a member of a joint-claim couple, the other member of that couple,] but not where the liability is to a member of the same household as the person on whom the liability falls;
(b)because the person liable to meet the housing costs [F189is not meeting them], the claimant has to meet those costs in order to continue to live in the dwelling occupied as the home and it is reasonable in all the circumstances to treat the claimant as liable to meet those costs;
(c)he in practice shares the housing costs with other members of the household none of whom are close relatives either of the claimant or his partner, [F188or, where that person is a member of a joint-claim couple, the other member of that couple,] and
(i)one or more of those members is liable to meet those costs, and
(ii)it is reasonable in the circumstances to treat him as sharing responsibility.
(2) Where any one or more, but not all, members of the claimant’s family are affected by a trade dispute, the housing costs shall be treated as wholly the responsibility of those members of the family not so affected.
Textual Amendments
F188Words in Sch. 2 para. 2(1)(a)(c) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(3)
F189Words in Sch. 2 para. 2(1)(b) substituted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
3.—(1) Subject to the following provisions of this paragraph, a person shall be treated as occupying as his home the dwelling normally occupied as his home by himself or, if he is a member of a family, by himself and his family and he shall not be treated as occupying any other dwelling as his home.
(2) In determining whether a dwelling is the dwelling normally occupied as the claimant’s home for the purposes of sub-paragraph (1) regard shall be had to any other dwelling occupied by the claimant or by him and his family whether or not that other dwelling is in Great Britain.
(3) Subject to sub-paragraph (4), where a single claimant or a lone parent is a full-time student or is on a training course and is liable to make payments (including payments of mortgage interest or, in Scotland, payments under heritable securities or, in either case, analogous payments) in respect of either (but not both) the dwelling which he occupies for the purpose of attending his course of study or his training course or, as the case may be, the dwelling which he occupies when not attending his course, he shall be treated as occupying as his home the dwelling in respect of which he is liable to make payments.
(4) A full-time student shall not be treated as occupying a dwelling as his home for any week of absence from it, other than an absence occasioned by the need to enter hospital for treatment, outside the period of study, if the main purpose of his occupation during the period of study would be to facilitate attendance on his course.
(5) Where a claimant has been required to move into temporary accommodation by reason of essential repairs being carried out to the dwelling normally occupied as his home and he is liable to make payments (including payments of mortgage interest or, in Scotland, payments under heritable securities or, in either case, analogous payments) in respect of either (but not both) the dwelling normally occupied or the temporary accommodation, he shall be treated as occupying as his home the dwelling in respect of which he is liable to make those payments.
(6) Where a person is liable to make payments in respect of two (but not more than two) dwellings, he shall be treated as occupying both dwellings as his home only—
(a)where he has left and remains absent from the former dwelling occupied as the home through fear of violence in that dwelling or by a former member of his family and it is reasonable that housing costs should be met in respect of both his former dwelling and his present dwelling occupied as the home; or
(b)in the case of a couple or a member of a polygamous marriage where a partner is a full-time student or is on a training course and it is unavoidable that he or they should occupy two separate dwellings and reasonable that housing costs should be met in respect of both dwellings; or
(c)in the case where a person has moved into a new dwelling occupied as the home, except where sub-paragraph (5) applies, for a period not exceeding four benefit weeks [F190from the first day of the benefit week in which the move occurs] if his liability to make payments in respect of two dwellings is unavoidable.
(7) Where–
(a)a person has moved into a dwelling and was liable to make payments in respect of that dwelling before moving in; and
(b)he had claimed a jobseeker’s allowance before moving in and either that claim has not yet been determined or it has been determined but an amount has not been included under this Schedule and if the claim has been refused a further claim has been made within four weeks of the date on which the claimant moved into the new dwelling occupied as the home; and
(c)the delay in moving into the dwelling in respect of which there was liability to make payments before moving in was reasonable and—
(i)that delay was necessary in order to adapt the dwelling to meet the disablement needs of the claimant or any member of his family; or
[F191(ii)the move was delayed pending the outcome of an application under Part 8 of the Benefits Act for a social fund payment to meet a need arising out of the move or in connection with setting up the home in the dwelling, and—
(aa)a member of the claimant’s family is aged five or under,
(bb)the claimant’s applicable amount includes a premium under paragraph 10, 11, 12, 13, 15 or 16 of Schedule 1 (applicable amounts), or
(cc)a child tax credit is paid for a member of the claimant’s family who is disabled or severely disabled for the purposes of section 9(6) (maximum rate) of the Tax Credits Act 2002; or]
(iii)the person became liable to make payments in respect of the dwelling while he was a patient or was in residential accommodation,
he shall be treated as occupying the dwelling as his home for any period not exceeding four weeks immediately prior to the date on which he moved into the dwelling and in respect of which he was liable to make payments.
(8) This sub-paragraph applies to a person who enters residential accommodation–
(a)for the purpose of ascertaining whether the accommodation suits his needs; and
(b)with the intention of returning to the dwelling which he normally occupies as his home should, in the event, the residential accommodation prove not to suit his needs,
and while in the accommodation, the part of the dwelling which he normally occupies as his home is not let, or as the case may be, sub-let to another person.
(9) A person to whom sub-paragraph (8) applies shall be treated as occupying the dwelling he normally occupies as his home during any period (commencing with the day he enters the accommodation) not exceeding 13 weeks in which the person is resident in the accommodation, but only in so far as the total absence from the dwelling does not exceed 52 weeks.
(10) A person, other than a person to whom sub-paragraph (11) applies, shall be treated as occupying a dwelling as his home throughout any period of absence not exceeding 13 weeks, if, and only if—
(a)he intends to return to occupy the dwelling as his home; and
(b)the part of the dwelling normally occupied by him has not been let or, as the case may be, sub-let to another person; and
(c)the period of absence is unlikely to exceed 13 weeks.
(11) This sub-paragraph applies to a person whose absence from the dwelling he normally occupies as his home is temporary and—
(a)he intends to return to occupy the dwelling as his home; and
(b)while the part of the dwelling which is normally occupied by him has not been let or, as the case may be, sub-let; and
(c)he is–
[F192(i)required, as a condition of bail, to reside—
(aa)in a dwelling, other than the dwelling he occupies as his home; or
(bb)in premises approved under [F193section 13 of the Offender Management Act 2007], or]
(ii)resident in a hospital or similar institution as a patient and is treated under regulation 55 as capable of work, or
(iii)undergoing or, as the case may be, his partner or his dependent child is undergoing, in the United Kingdom or elsewhere, medical treatment, or medically approved convalescence, in accommodation other than residential accommodation, or
(iv)following, in the United Kingdom or elsewhere, a training course, or
(v)undertaking medically approved care of a person residing in the United Kingdom or elsewhere, or
(vi)undertaking the care of a child whose parent or guardian is temporarily absent from the dwelling normally occupied by that parent or guardian for the purpose of receiving medically approved care or medical treatment, or
(vii)a person who is, whether in the United Kingdom or elsewhere, receiving medically approved care provided in accommodation other than residential accommodation, or
(viii)a full-time student to whom sub-paragraph (3) or (6)(b) does not apply, or
(ix)a person other than a person to whom sub-paragraph (8) applies, who is receiving care provided in residential accommodation, or
(x)a person to whom sub-paragraph (6)(a) does not apply and who has left the dwelling he occupies as his home through fear of violence in that dwelling or by a person who was formerly a member of [F194his] family, and
(d)the period of his absence is unlikely to exceed a period of 52 weeks or, in exceptional circumstances, is unlikely substantially to exceed that period.
(12) A person to whom sub-paragraph (11) applies is to be treated as occupying the dwelling he normally occupies as his home during any period of absence not exceeding 52 weeks beginning with the first day of that absence.
(13) In this paragraph–
(a)“medically approved" means certified by a registered medical practitioner;
(b)“patient" means a person who is undergoing medical or other treatment as an in-patient in a hospital or similar institution;
[F195(c)“residential accommodation” means accommodation which is a care home, an Abbeyfield Home or an independent hospital;]
(d)“training course" means such a course of training or instruction provided wholly or partly by or on behalf of or in pursuance of arrangements made with, or approved by or on behalf of, [F196Skills Development Scotland,] Scottish Enterprise, Highlands and Islands Enterprise, a government department or the Secretary of State.
Textual Amendments
F190Words in Sch. 2 para. 3(6)(c) inserted (8.1.2007) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2006 (S.I. 2006/3274), regs. 1, 3
F191Sch. 2 para. 3(7)(c)(ii) substituted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 13(11)(b)
F192Sch. 2 para. 3(11)(c)(i) substituted (4.4.2005) by The Social Security (Housing Benefit, Council Tax Benefit, State Pension Credit and Miscellaneous Amendments) Regulations 2004 (S.I. 2004/2327), regs. 1(1)(c), 6(a)
F193Words in Sch. 2 para. 3(11)(c)(ii)(bb) substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(10)(a)
F194Word in Sch. 2 para. 3(11)(c)(x) substituted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
F195Sch. 2 para. 3(13)(c) substituted (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 9(a)
F196Words in Sch. 2 para. 3(13)(d) inserted (6.4.2009) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), regs. 1(2), 4(3)(i)
4.—(1) No amount may be met under the provisions of this Schedule–
(a)in respect of housing benefit expenditure; or
(b)where [F197a claimant] is [F198living in a care home, an Abbeyfield Home or an independent hospital except where he is living in such a home or hospital ]during a temporary absence from the dwelling he occupies as his home and in so far as they relate to temporary absences, the provisions of paragraph 3(8) to (12) apply to him during that absence.
(2) Subject to the following provisions of this paragraph, loans which, apart from this paragraph, qualify under paragraph 14 shall not so qualify where the loan was incurred during the relevant period and was incurred—
(a)after 7th October 1996, or
(b)after 2nd May 1994 and the housing costs applicable to that loan were not met in income support by virtue of the former paragraph 5A of Schedule 3 to the Income Support Regulations F199 or paragraph 4(2)(a) of that Schedule in any one or more of the 26 weeks [F200preceding] 7th October 1996, or
(c)subject to sub-paragraph (3), in the 26 weeks preceding 7th October 1996 by a person—
(i)who was not at that time entitled to income support; and
[F201(ii)who becomes, or whose partner becomes or, where that person is a member of a joint-claim couple, that couple become, entitled to a jobseeker’s allowance after 6th October 1996 and that entitlement is within 26 weeks of an earlier entitlement to income support for the claimant or his partner or, as the case may be, either member of the joint-claim couple.]
(3) Sub-paragraph (2)(c) shall not apply in respect of a loan where [F197a claimant] has interest payments on that loan met without restrictions under an award of income support in respect of a period commencing before 7th October 1996.
(4) The “relevant period" for the purposes of this paragraph is any period during which the person to whom the loan was made—
(a)is entitled to a jobseeker’s allowance, or
(b)is living as a member of a family one of whom is entitled to a jobseeker’s allowance,
together with any linked period, that is to say a period falling between two such periods of entitlement to a jobseeker’s allowance, separated by not more than 26 weeks.
[F202(4A) For the purposes of sub-paragraph (4), a person shall be treated as entitled to a jobseeker’s allowance during any period when he[F203, his partner or, where that person is a member of a joint-claim couple, the other member of that couple] was not so entitled because—
(a)that person[F203, his partner or, where that person is a member of a joint-claim couple, the other member of that couple] was participating in an employment programme specified in regulation 75(1)(a)(ii)[F204, in the Intensive Activity Period specified in regulation 75(1)(a)(iv) F205...]; and
(b)in consequence of such participation that person[F203, his partner or, where that person is a member of a joint-claim couple, the other member of that couple], was engaged in remunerative work or failed to satisfy the condition specified either in section 2(1)(c)[F206, 3(1)(a) or 3A(1)(a)].]
[F207(4B) A person treated by virtue of paragraph 13 as being in receipt of a jobseeker’s allowance for the purposes of this Schedule is not to be treated as entitled to a jobseeker’s allowance for the purposes of sub-paragraph (4).]
(5) For the purposes of sub-paragraph (4)–
(a)any week in the period of 26 weeks ending on 7th October 1996 on which there arose an entitlement to income support shall be taken into account in determining when the relevant period commences; and
(b)two or more periods of entitlement and any intervening linked periods shall together form a single relevant period.
(6) Where the loan to which sub-paragraph (2) refers has been applied–
(a)for paying off an earlier loan, and that earlier loan qualified under paragraph 14 [F208during the relevant period]; or
[F209(b)to finance the purchase of a property where an earlier loan, which qualified under paragraphs 14 and 15 during the relevant period in respect of another property, is paid off (in whole or in part) with monies received from the sale of that property;]
then the amount of the loan to which sub-paragraph (2) applies is the amount (if any) by which the new loan exceeds the earlier loan.
(7) Notwithstanding the preceding provisions of this paragraph, housing costs shall be met in any case where a claimant satisfies any of the conditions specified in sub-paragraphs (8) to (11) below, but—
(a)those costs shall be subject to any additional limitations imposed by the sub-paragraph; and
(b)where [F197a claimant] satisfies the conditions in more than one of these sub-paragraphs, only one sub-paragraph shall apply in his case and the one that applies shall be the one most favourable to him [F210or, as the case may be, to the joint-claim couple of which he is a member].
(8) The conditions specified in this sub-paragraph are that–
(a)during the relevant period [F197a claimant] or a member of his family acquires an interest (“the relevant interest") in a dwelling which he then occupies or continues to occupy as his home; and
(b)in the week preceding the week in which the relevant interest was acquired, housing benefit was payable to [F197a claimant] or a member of his family;
so however that the amount to be met by way of housing costs shall initially not exceed the aggregate of—
(i)the housing benefit payable in the week mentioned at sub-paragraph (8)(b); and
(ii)any amount included in the applicable amount of [F197a claimant] or a member of his family in accordance with regulation 83(f)[F211, 84(1)(g), 86A(d) or 86B(e)] in that week;
and shall be increased subsequently only to the extent that it is necessary to take account of any increase, arising after the date of the acquisition, in the standard rate or in any housing costs which qualify under paragraph 16 (other housing costs).
(9) The condition specified in this sub-paragraph is that the loan was taken out, or an existing loan increased, to acquire alternative accommodation more suited to the special needs of a disabled person than the accommodation which was occupied before the acquisition by [F197a claimant].
(10) The conditions specified in this sub-paragraph are that–
(a)the loan commitment increased in consequence of the disposal of the dwelling occupied as the home and the acquisition of an alternative such dwelling; and
(b)the change of dwelling was made solely by reason of the need to provide separate sleeping accommodation for [F212persons] of different sexes aged 10 or over [F212but under the age of 20 who live with the claimant and for whom the claimant or the claimant’s partner is responsible].
(11) The conditions specified in this sub-paragraph are that–
(a)during the relevant period [F197a claimant] or a member of his family acquires an interest (“the relevant interest") in a dwelling which he then occupies as his home; and
(b)in the week preceding the week in which the relevant interest was acquired, the applicable amount of [F197a claimant] or a member of his family included an amount determined by reference to paragraph 16 and did not include any amount specified in paragraph 14 or paragraph 15;
so however that the amount to be met by way of housing costs shall initially not exceed the amount so determined, and shall be increased subsequently only to the extent that it is necessary to take account of any increase, arising after the date of acquisition, in the standard rate or in any housing costs which qualify under paragraph 16 (other housing costs).
(12) The following provisions of this Schedule shall have effect subject to the provisions of this paragraph.
Textual Amendments
F197Words in Sch. 2 para. 4 substituted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(4)(a)
F198Sch. 2 para. 4(1)(b) substituted (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 9(b)
F199Paragraph 5A of Schedule 3 was inserted by S.I. 1994/1004 and is revoked by regulation 3 of and Schedule 4 to S.I. 1995/1613.
F200Word in Sch. 2 para. 4(2)(b) substituted (28.10.1996) by The Social Security and Child Support (Jobseeker’s Allowance) (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/2538), regs. 1, 2(12)(a)
F201Sch. 2 para. 4(2)(c)(ii) substituted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(4)(b)
F202Sch. 2 para. 4(4A) inserted (5.1.1998) by The Social Security Amendment (New Deal) Regulations 1997 (S.I. 1997/2863), regs. 1(1), 13(2)
F203Words in Sch. 2 para. 4(4A) substituted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(4)(c)(i)
F204Words in Sch. 2 para. 4(4A)(a) added (9.4.2001) by The Social Security Amendment (New Deal) Regulations 2001 (S.I. 2001/1029), regs. 1(1), 11(a)
F205Words in Sch. 2 para. 4(4A)(a) omitted (14.4.2008) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), regs. 1(1), 4(15)
F206Words in Sch. 2 para. 4(4A)(b) substituted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(4)(c)(ii)
F207Sch. 2 para. 4(4B) inserted (17.12.2007) by The Social Security (Housing Costs and Miscellaneous Amendments) Regulations 2007 (S.I. 2007/3183), regs. 1, 4(2)(b)
F208Words in Sch. 2 para. 4(6)(a) inserted (7.10.1996) by The Jobseeker’s Allowance and Income Support (General) (Amendment) Regulations 1996 (S.I. 1996/1517), regs. 1, 29(2)(a)
F209Sch. 2 para. 4(6)(b) substituted (7.10.1996) by The Jobseeker’s Allowance and Income Support (General) (Amendment) Regulations 1996 (S.I. 1996/1517), regs. 1, 29(2)(b)
F210Words in Sch. 2 para. 4(7)(b) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(4)(d)
F211Words in Sch. 2 para. 4(8)(ii) substituted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(4)(e)
F212Words in Sch. 2 para. 4(10)(b) substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(10)(b)
5.—(1) Where the dwelling occupied as the home is a composite hereditament and–
(a)before 1st April 1990 for the purposes of section 48(5) of the General Rate Act 1967 F213 (reduction of rates on dwellings), it appeared to a rating authority or it was determined in pursuance of sub-section (6) of section 48 of that Act that the hereditament, including the dwelling occupied as the home, was a mixed hereditament and that only a proportion of the rateable value of the hereditament was attributable to use for the purpose of a private dwelling; or
(b)in Scotland, before 1st April 1989 an assessor acting pursuant to section 45(1) of the Water (Scotland) Act 1980 F214 (provision as to valuation roll) has apportioned the net annual value of the premises including the dwelling occupied as the home between the part occupied as a dwelling and the remainder,
the amounts applicable under this Schedule shall be such proportion of the amounts applicable in respect of the hereditament or premises as a whole as is equal to the proportion of the rateable value of the hereditament attributable to the part of the hereditament used for the purposes of a private tenancy or, in Scotland, the proportion of the net annual value of the premises apportioned to the part occupied as a dwelling house.
(2) subject to sub-paragraph (1) and the following provisions of this paragraph, where the dwelling occupied as the home is a composite hereditament, the amount applicable under this Schedule shall be the relevant fraction of the amount which would otherwise be applicable under this Schedule in respect of the dwelling occupied as the home.
(3) For the purposes of sub-paragraph (2), the relevant fraction shall be obtained in accordance with the formula—
where— “A" is the current market value of the claimant’s interest in that part of the composite hereditament which is domestic property within the meaning of section 66 of the Act of 1988;
“B" is the current market value of the claimant’s interest in that part of the composite hereditament which is not domestic property within that section.
(4) In this paragraph–
“composite hereditament" means–
(a)as respects England and Wales, any hereditament which is shown as a composite hereditament in a local non-domestic rating list;
(b)as respects Scotland, any lands and heritages entered in the valuation roll which are part residential subjects within the meaning of section 26(1) of the Act of 1987;
“local non-domestic rating list" means a list compiled and maintained under section 41(1) of the Act of 1988;
“the Act of 1987" means the Abolition of Domestic Rates Etc. (Scotland) Act 1987F215;
“the Act of 1988" means the Local Government Finance Act 1988F216.
(5) Where responsibility for expenditure which relates to housing costs met under this Schedule is shared, the amounts applicable shall be calculated by reference to the appropriate proportion of that expenditure for which the claimant is responsible.
Textual Amendments
F2131967 c.9; sections 48(5) and (6) were amended by the Local Government, Planning. and Land Act 1980 (c.65), section 33; section 48(6) was also amended by the Rates Act 1984 (c.33), section 16 and Schedule 1, paragraph 10.
Modifications etc. (not altering text)
C11Sch. 2 para. 5(3) sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(8), Sch. 16
C12Sch. 2 para. 5(3) modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
6.—(1) Subject to the provisions of this Schedule the existing housing costs to be met in any particular case are—
(a)where the claimant has been entitled to a jobseeker’s allowance for a continuous period of 26 weeks or more, the aggregate of—
(i)an amount determined in the manner set out in paragraph 9 by applying the standard rate to the eligible capital for the time being owing in connection with a loan which qualifies under paragraph 14 or 15; and
(ii)an amount equal to any payments which qualify under paragraph 16(1)(a) to (c);
(b)where the claimant has been entitled to a jobseeker’s allowance for a continuous period of not less than 8 weeks but less than 26 weeks, an amount which is half the amount which would fall to be met by applying the provisions of sub-paragraph (a);
(c)in any other case, nil.
(2) For the purposes of sub-paragraph (1) [F217and subject to sub-paragraph (3)], the eligible capital for the time being owing shall be determined on the date the existing housing costs are first met and thereafter on each anniversary of that date.
[F218(3) Where a claimant or his partner ceases to be in receipt of or treated as being in receipt of income support[F219, state pension credit or income-related employment and support allowance] and one of them becomes entitled to income-based jobseeker’s allowance in a case to which paragraph 1A applies, the eligible capital for the time being owing shall be recalculated on each anniversary of the date on which the housing costs were first met for whichever of the benefits concerned the claimant or his partner was first entitled.]
[F220(4) Where either member of a joint-claim couple ceases to be in receipt of or treated as being in receipt of income support [F221or income-related employment and support allowance] and that couple then become entitled to a joint-claim jobseeker’s allowance in a case to which paragraph 1A(1A) applies, the eligible capital for the time being owing shall be recalculated on each anniversary of the date on which the housing costs were first met for whichever of the benefits concerned either member of the couple was first entitled to.]
Textual Amendments
F217Words in Sch. 2 para. 6(2) inserted (22.10.1997) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 1997 (S.I. 1997/2305), regs. 1, 3(2)(b)
F218Sch. 2 para. 6(3) added (22.10.1997) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 1997 (S.I. 1997/2305), regs. 1, 3(2)(c)
F219Words in Sch. 2 para. 6(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(25)(c)(i)
F220Sch. 2 para. 6(4) added (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(5)
F221Words in Sch. 2 para. 6(4) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(25)(c)(ii)
Modifications etc. (not altering text)
C13Sch. 2 para. 6 applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(c) (with reg. 8)
C14Sch. 2 para. 6(1) applied (with modifications) (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(2), 6(b) (with regs. 3, 7)
C15Sch. 2 para. 6(1)(b) sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(8), Sch. 16
C16Sch. 2 para. 6(1)(b) modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
C17Sch. 2 para. 6(1)(c) sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(8), Sch. 16
7.—(1) Subject to the provisions of this Schedule, the new housing costs to be met in any particular case are—
(a)where the claimant has been entitled to a jobseeker’s allowance for a continuous period of 39 weeks or more, an amount—
(i)determined in the manner set out in paragraph 9 by applying the standard rate to the eligible capital for the time being owing in connection with a loan which qualifies under paragraph 14 or 15; and
(ii)equal to any payments which qualify under paragraph 16(1)(a) to (c);
(b)in any other case, nil.
(2) For the purposes of sub-paragraph (1) [F222and subject to sub-paragraph (2A)], the eligible capital for the time being owing shall be determined on the date the new housing costs are first met and thereafter on each anniversary of that date.
[F223(2A) Where a claimant or his partner ceases to be in receipt of or treated as being in receipt of income support [F224or income-related employment and support allowance] and one of them becomes entitled to income-based jobseeker’s allowance in a case to which paragraph 1A applies, the eligible capital for the time being owing shall be recalculated on each anniversary of the date on which the housing costs were first met for whichever of the benefits concerned the claimant or his partner was first entitled.]
[F225(2B) Where either member of a joint-claim couple ceases to be in receipt of or treated as being in receipt of income support [F226or income-related employment and support allowance] and that couple then become entitled to a joint-claim jobseeker’s allowance in a case to which paragraph 1A(1A) applies, the eligible capital for the time being owing shall be recalculated on each anniversary of the date on which the housing costs were first met for whichever of the benefits concerned either member of the couple was first entitled to.]
(3) This sub-paragraph applies to a claimant who at the time the claim is made has been refused payments under a policy of insurance on the grounds that—
(a)the claim under the policy is the outcome of a pre-existing medical condition which, under the terms of the policy, does not give rise to any payment by the insurer; or
(b)he was infected by the Human Immunodeficiency Virus,
and the policy was taken out to insure against the risk of being unable to maintain repayments on a loan which is secured by a mortgage or a charge over land, or (in Scotland) by a heritable security.
(4) This sub-paragraph applies subject to [F227sub-paragraph (7)] where a person claims a jobseeker’s allowance because of—
(a)the death of a partner; or
(b)being abandoned by his partner,
and where the persons family includes a child.
(5) This sub-paragraph applies to a person who at the time the claim is made is engaged in caring for a person who falls within any of the circumstances specified in [F228heads (i) to (iv) of sub-paragraph (c)] of paragraph (3) of regulation 51 (remunerative work).
(6) In the case of a claimant to whom sub-paragraph (3), (4) or (5) applies, any new housing costs shall be met as though they were existing housing costs and paragraph 6 applied to them.
(7) Sub-paragraph(4) shall cease to apply to a person who subsequently becomes one of a couple.
Textual Amendments
F222Words in Sch. 2 para. 7(2) inserted (22.10.1997) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 1997 (S.I. 1997/2305), regs. 1, 3(2)(d)
F223Sch. 2 para. 7(2A) inserted (22.10.1997) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 1997 (S.I. 1997/2305), regs. 1, 3(2)(e)
F224Words in Sch. 2 para. 7(2A) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(25)(d)(i)
F225Sch. 2 para. 7(2B) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(6)
F226Words in Sch. 2 para. 7(2B) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(25)(d)(ii)
F227Words in Sch. 2 para. 7(4) substituted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
F228Words in Sch. 2 para. 7(5) substituted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
Modifications etc. (not altering text)
C18Sch. 2 para. 7 applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(d)(i)(aa) (with reg. 8)
C19Sch. 2 para. 7(1)(2) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(d)(i)(bb) (with reg. 8)
C20Sch. 2 para. 7(1) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(d)(ii) (with reg. 8)
C21Sch. 2 para. 7(1) applied (with modifications) (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(2), 6(c) (with regs. 3, 7)
C22Sch. 2 para. 7(1)(b) sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(8), Sch. 16
C23Sch. 2 para. 7(1)(b) modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
C24Sch. 2 para. 7(3)-(7) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(d)(iii) (with reg. 8)
8.—(1) Paragraphs 6 and 7 shall not apply where–
(a)the claimant or his partner [F229or either member of a joint-claim couple] [F230has attained the qualifying age for state pension credit];
(b)the housing costs are payments–
(i)under a co-ownership agreement;
(ii)under or relating to a tenancy or licence of a Crown tenant; or
(iii)where the dwelling occupied as the home is a tent, in respect of the tent and the site on which it stands.
(2) In a case falling within sub-paragraph (1), the housing costs to be met are–
(a)where head (a) of sub-paragraph (1) applies, an amount–
(i)determined in the manner set out in paragraph 9 by applying the standard rate to the eligible capital for the time being owing in connection with a loan which qualifies under paragraph 14 or 15; and
(ii)equal to the payments which qualify under paragraph 16;
(b)where head (b) of sub-paragraph (1) applies, an amount equal to the payments which qualify under paragraph 16(1)(d) to (f).
Textual Amendments
F229Words in Sch. 2 para. 8(1)(a) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(7)
F230Words in Sch. 2 para. 8(1)(a) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 14(2)
Modifications etc. (not altering text)
C25Sch. 2 para. 8 applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(e)(i) (with reg. 8)
C26Sch. 2 para. 8(1) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(e)(ii) (with reg. 8)
[F2319. The weekly amount of existing housing costs or, as the case may be, new housing costs to be met under this Schedule in respect of a loan which qualifies under paragraph 14 or 15 shall be calculated by applying the formula—
where—
=
the amount of the loan which qualifies under paragraph 14 or 15;
Textual Amendments
F231Sch. 2 para. 9 substituted (10.12.2001) by The Income Support (General) and Jobseeker’s Allowance Amendment Regulations 2001 (S.I. 2001/3651), regs. 1, 2(2)
F232Words in Sch. 2 para. 9 substituted (28.11.2004) by The Social Security (Housing Costs Amendments) Regulations 2004 (S.I. 2004/2825), regs. 1(2)(a), 2(3)(b)
Modifications etc. (not altering text)
C27Sch. 2 para. 9 sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(8), Sch. 16
C28Sch. 2 para. 9 modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
10.—(1) Where a person enters into a new agreement in respect of a dwelling and an agreement entered into before 2nd October 1995 (“the earlier agreement") continues in force independently of the new agreement, then—
(a)the housing costs applicable to the new agreement shall be calculated by reference to the provisions of paragraph 7 (new housing costs);
(b)the housing costs applicable to the earlier agreement shall be calculated by reference to the [F233provisions] of paragraph 6 (existing housing costs);
and the resulting amounts shall be aggregated.
(2) Sub-paragraph (1) does not apply in the case of a claimant to whom paragraph 8 applies.
(3) Where for the time being a loan exceeds, or in a case where more than one loan is to be taken into account, the aggregate of those loans exceeds the appropriate amount specified in sub-paragraph (4), then the amount of the loan or, as the case may be, the aggregate amount of those loans, shall for the purposes of this Schedule, be the appropriate amount.
(4) Subject to the following provisions of this paragraph, the appropriate amount is £100,000.
(5) Where a person is treated under paragraph 3(6) (payments in respect of two dwellings) as occupying two dwellings as his home, then the restrictions imposed by sub-paragraph (3) shall be applied separately to the loans for each dwelling.
(6) In a case to which paragraph 5 (apportionment of housing costs) applies, the appropriate amount for the purposes of sub-paragraph (3) shall be the lower of—
(a)a sum determined by applying the formula–
where—P = the relevant fraction for the purposes of paragraph 5, and
Q = the amount or, as the case may be, the aggregate amount for the time being of any loan or loans which qualify under this Schedule; or
(b)the sum for the time being specified in sub-paragraph (4).
(7) In a case to which paragraph 14(3) or 15(3) (loans which qualify in part only) applies, the appropriate amount for the purposes of sub-paragraph (3) shall be the lower of—
(a)a sum representing for the time being the part of the loan applied for the purposes specified in paragraph 14(1) or (as the case may be) paragraph 15(1); or
(b)the sum for the time being specified in sub-paragraph (4).
(8) In the case of any loan to which paragraph 15(2)(k) (loan taken out and used for the purpose of adapting a dwelling for the special needs of a disabled person) applies the whole of the loan, to the extent that it remains unpaid, shall be disregarded in determining whether the amount for the time being specified in sub-paragraph (4) is exceeded.
(9) Where in any case the amount for the time being specified for the purposes of sub-paragraph (4) is exceeded and there are two or more loans to be taken into account under either or both [F234paragraphs 14 and 15], then the amount of eligible interest in respect of each of those loans to the extent that the loans remain outstanding shall be determined as if each loan had been reduced to a sum equal to the qualifying portion of that loan.
(10) For the purposes of sub-paragraph (9), the qualifying portion of a loan shall be determined by applying the following formula—
where—R = the amount for the time being specified for the purposes of sub-paragraph (4);
S = the amount of the outstanding loan to be taken into account;
T = the aggregate of all outstanding loans to be taken into account under paragraphs 14 and 15.
Textual Amendments
F233Word in Sch. 2 para. 10(1)(b) substituted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
F234Words in Sch. 2 para. 10(9) substituted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
Modifications etc. (not altering text)
C29Sch. 2 para. 10 applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(g)(i) (with reg. 8)
C30Sch. 2 para. 10(1)(2) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(g)(ii) (with reg. 8)
C31Sch. 2 para. 10(4) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(g)(iii) (with reg. 8)
C32Sch. 2 para. 10(4) sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(8), Sch. 16
C33Sch. 2 para. 10(4) modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
C34Sch. 2 para. 10(6)(a) sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(8), Sch. 16
C35Sch. 2 para. 10(6)(a) modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
C36Sch. 2 para. 10(10) sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(8), Sch. 16
C37Sch. 2 para. 10(10) modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
[F23511.—(1) The standard rate is the rate of interest applicable per annum to a loan which qualifies under this Schedule.]
[F236(2) Subject to the following provisions of this paragraph, the standard rate is to be the average mortgage rate published by the Bank of England in August 2010.
(2A) The standard rate is to be varied each time that sub-paragraph (2B) applies.
(2B) This sub-paragraph applies when, on any reference day, the Bank of England publishes an average mortgage rate which differs by 0.5% or more from the standard rate that applies on that reference day (whether by virtue of sub-paragraph (2) or of a previous application of this sub-paragraph).
(2C) The average mortgage rate published on that reference day then becomes the new standard rate in accordance with sub-paragraph (2D).
(2D) Any variation in the standard rate by virtue of sub-paragraphs (2A) to (2C) comes into effect—
(a)for the purposes of sub-paragraph (2B) (in consequence of its first and any subsequent application), on the day after the reference day referred to in sub-paragraph (2C);
(b)for the purpose of calculating the weekly amount of housing costs to be met under this Schedule, on the day specified by the Secretary of State.
(2E) In this paragraph—
“average mortgage rate” means the effective interest rate (non-seasonally adjusted) of United Kingdom resident banks and building societies for loans to households secured on dwellings published by the Bank of England in respect of the most recent period for that rate specified at the time of publication;
“reference day” means any day falling after 1st October 2010.]
F237(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F238(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F238(5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F238(6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F235Sch. 2 para. 11(1)-(6) substituted for Sch. 2 para. 11 (28.11.2004) by The Social Security (Housing Costs Amendments) Regulations 2004 (S.I. 2004/2825), regs. 1(2)(a), 2(4)(b)
F236Sch. 2 para. 11(2)-(2E) substituted for Sch. 2 para. 11(2) (coming into force in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Housing Costs) (Standard Interest Rate) Amendment Regulations 2010 (S.I. 2010/1811), regs. 1(2), 2(2)
F237Sch. 2 para. 11(3) omitted (5.1.2009) by virtue of The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 2(1)(c)(2)(b)
F238Sch. 2 para. 11(4)-(6) omitted (17.12.2007) by virtue of The Social Security (Housing Costs and Miscellaneous Amendments) Regulations 2007 (S.I. 2007/3183), regs. 1, 4(2)(c)(ii)
Modifications etc. (not altering text)
C38Sch. 2 para. 11(2) modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
12.—(1) Housing costs which, apart from this paragraph, fall to be met under this Schedule shall be met only to the extent specified in sub-paragraph (3) where—
(a)the dwelling occupied as the home, excluding any part which is let, is larger than is required by the claimant and his family and any child or young person to whom regulation 78(4) applies (foster children) and any other non-dependants having regard, in particular, to suitable alternative accommodation occupied by a household of the same size; or
(b)the immediate area in which the dwelling occupied as the home is located is more expensive than other areas in which suitable alternative accommodation exists; or
(c)the outgoings of the dwelling occupied as the home which are met under paragraphs 14 to 16 are higher than the outgoings of suitable alternative accommodation in the area.
(2) For the purposes of heads (a) to (c) of sub-paragraph (1), no regard shall be had to the capital value of the dwelling occupied as the home.
(3) Subject to the following provisions of this paragraph, the amount of the loan which falls to be met shall be restricted and the excess over the amounts which the claimant would need to obtain suitable alternative accommodation shall not be allowed.
(4) Where, having regard to the relevant factors, it is not reasonable to expect the claimant and his family to seek alternative cheaper accommodation, no restriction shall be made under sub-paragraph (3).
(5) In sub-paragraph (4) “the relevant factors" are–
(a)the availability of suitable accommodation and the level of housing costs in the area; and
(b)the circumstances of the family including in particular the age and state of health of its members, the employment prospects of the claimant and, where a change in accommodation is likely to result in a change of school, the effect on the education of any child or young person who is a member of his family, or any child or young person who is not treated as part of his family by virtue of regulation 78(4) (foster children).
(6) Where sub-paragraph (4) does not apply and the claimant (or other member of the family) was able to meet the financial commitments for the dwelling occupied as the home when these were entered into, no restriction shall be made under this paragraph during the first 26 weeks of any period of entitlement to a jobseeker’s allowance nor during the next 26 weeks if and so long as the claimant uses his best endeavours to obtain cheaper accommodation or, as the case may be, no restriction shall be made under this paragraph on [F239suppression] during the 26 weeks from the date of the [F239suppression] nor during the next 26 weeks if and so long as the claimant uses his best endeavours.
(7) For the purposes of calculating any period of 26 weeks referred to in sub-paragraph (6), and for those purposes only, a person shall be treated as entitled to a jobseeker’s allowance for any period of 12 weeks or less in respect of which he was not in receipt of a jobseeker’s allowance and which fell immediately between periods in respect of which he was in receipt thereof.
(8) Any period in respect of which–
(a)a jobseeker’s allowance was paid to a person, and
(b)it was subsequently determined on appeal[F240, revision or supersession] that he was not entitled to a jobseeker’s allowance for that period,
shall be treated for the purposes of sub-paragraph (7) as a period in respect of which he was not in receipt of a jobseeker’s allowance.
(9) Heads (c) to (f) of sub-paragraph (1) of paragraph 13 shall apply to sub-paragraph (7) as they apply to paragraphs 6 and 7 but with the modification that the words “Subject to sub-paragraph (2)" are omitted and as if references to “the claimant" were references to the person mentioned in sub-paragraph (7).
Textual Amendments
F239Words in Sch. 2 para. 12(6) substituted (18.10.1999) by The Social Security Act 1998 (Commencement No. 11, and Savings and Consequential and Transitional Provisions) Order 1999 (S.I. 1999/2860), art. 3(1), Sch. 12 para. 5
F240Words in Sch. 2 para. 12(8)(b) substituted (18.10.1999) by The Social Security Act 1998 (Commencement No. 11, and Savings and Consequential and Transitional Provisions) Order 1999 (S.I. 1999/2860), art. 3(1), Sch. 12 para. 10
Modifications etc. (not altering text)
C39Sch. 2 para. 12(9) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(h) (with reg. 8)
13.—(1) Subject to [F241sub-paragraphs (2) and (2A)] for the [F242purposes] of this Schedule–
(a)a person shall be treated as being in receipt of a jobseeker’s allowance during the following periods—
(i)any period in respect of which it was subsequently held, on appeal or [F243revision], that he was so entitled to a jobseeker’s allowance; and
(ii)any period of 12 weeks or less [F244or, as the case may be, 52 weeks or less,] in respect of which he was not in receipt of a jobseeker’s allowance and which fell immediately between periods in respect of which F245...;
[F246(aa)he was, or was treated as being, in receipt of a jobseeker’s allowance,
(bb)he was treated as entitled to a jobseeker’s allowance for the purposes of sub-paragraphs (5), (6) and (7), or
(cc)(i) above applies;]
(b)a person shall be treated as not being in receipt of a jobseeker’s allowance during any period other than a period to which (a)(ii) above applies in respect of which it is subsequently held on appeal[F247, revision or supersession] that he was not so entitled;
(c)where–
(i)the claimant was a member of a couple or a polygamous marriage; and
(ii)his partner was, in respect of a past period, in receipt of a jobseeker’s allowance for himself and the claimant; and
(iii)the claimant is no longer a member of that couple or polygamous marriage; and
(iv)the claimant made his claim for a jobseeker’s allowance within twelve weeks [F248or, as the case may be, 52 weeks,] of ceasing to be a member of that couple or polygamous marriage,
he shall be treated as having been in receipt of a jobseeker’s allowance for the same period as his former partner had been or had been treated, for the purposes of this Schedule, as having been;
(d)where the claimant’s partner’s applicable amount was determined in accordance with paragraph 1(1) (single claimant) or paragraph 1(2) (lone parent) of Schedule 1 (applicable amounts) in respect of a past period, provided that the claim was made within twelve weeks [F249or, as the case may be, 52 weeks,] of the claimant and his partner becoming one of a couple or polygamous marriage, the claimant shall be treated as having been in receipt of a jobseeker’s allowance for the same period as his partner had been or had been treated, for the purposes of this Schedule, as having been;
[F250(dd)where the applicable amount of a member of a joint-claim couple was determined in accordance with paragraph 1(1) (single claimant) or paragraph 1(2) (lone parent) of Schedule 1 (applicable amounts) in respect of a past period, provided that the claim was made within twelve weeks of the joint-claimant becoming a member of the joint-claim couple, the joint-claim couple shall be treated as having been in receipt of a jobseeker’s allowance for the same period as that member of the joint-claim couple had been treated, for the purposes of this Schedule, as having been;]
(e)where the claimant is a member of a couple or a polygamous marriage and his partner was, in respect of a past period, in receipt of a jobseeker’s allowance for himself and the claimant, and the claimant has begun to receive a jobseeker’s allowance as a result of an election by the members of the couple or polygamous marriage, he shall be treated as having been in receipt of a jobseeker’s allowance for the same period as his partner had been or had been treated, for the purposes of this Schedule, as having been;
[F251(ee)where the claimant—
(i)is a member of a couple or a polygamous marriage and the claimant’s partner was, immediately before the participation by any member of that couple or polygamous marriage in an employment programme specified in regulation 75(1)(a)(ii)[F252, in the Intensive Activity Period specified in regulation 75(1)(a)(iv) F253...] [F254or in the Flexible New Deal] , in receipt of income-based jobseeker’s allowance and his applicable amount included an amount for the couple or for the partners of the polygamous marriage; and
(ii)has, immediately after that participation in that programme, begun to receive income-based jobseeker’s allowance as a result of an election under regulation 4(3B) of the Claims and Payments Regulations by the members of the couple or polygamous marriage,
the claimant shall be treated as having been in receipt of a jobseeker’s allowance for the same period as his partner had been or had been treated, for the purposes of this Schedule, as having been;]
(f)where–
(i)the claimant was a member of a family of a person (not being a former partner) entitled to a jobseeker’s allowance and at least one other member of that family was a child or young person; and
(ii)the claimant becomes a member of another family which includes that child or young person; and
(iii)the claimant made his claim for a jobseeker’s allowance within 12 weeks [F255or, as the case may be, 52 weeks,] of the date on which the person entitled to a jobseeker’s allowance mentioned in head(i) above ceased to be so entitled,
the claimant shall be treated as being in receipt of a jobseeker’s allowance for the same period as that person had been or had been treated, for the purposes of this Schedule, as having been.
(2) Where a claimant, with the care of a child, [F256ceases on or before 11th April 2010] to be in receipt of a jobseeker’s allowance in consequence of the payment of child support maintenance under the Child Support Act 1991 F257 and immediately before ceasing to be so in receipt an amount determined in accordance with paragraph 6(1)(a)(i) or paragraph 7(l)(a)(i) was applicable to him, then—
(a)if the child support maintenance [F258calculation] concerned is terminated or replaced on [F259suppression] by a lower [F258calculation] in consequence of the coming into force on or after 18th April 1995 of regulations made under the Child Support Act 1991; or
(b)where the child support maintenance [F258calculation] concerned is an [F260interim maintenance decision or default maintenance decision] and, in circumstances other than those referred to in head (a), it is terminated or replaced after termination by another [F260interim maintenance decision or default maintenance decision] or by a maintenance [F258calculation] made in accordance with Part I of Schedule 1 to the Child Support Act 1991, in either case of a lower amount than the [F258calculation] concerned,
sub-paragraph (1)(a)(ii) shall apply to him as if for the words “any period of 12 weeks or less" there were substituted the words “any period of 26 weeks or less”.
[F261(2A) Where a joint-claim jobseeker’s allowance is payable to one member of a joint-claim couple in accordance with section 3B, both members of the couple shall be treated as receiving, or having received, a jobseeker’s allowance for the purpose of this paragraph.
(2B) Where both joint-claimants claiming a jobseeker’s allowance in respect of themselves have not been in receipt of a jobseeker’s allowance for a period before they became a joint-claim couple, sub-paragraph (1) shall have effect in respect of that couple in relation to the period which is most favourable to the couple for the purposes of this Schedule.]
[F262(3) For the purposes of this Schedule, where a claimant has ceased to be entitled to a jobseeker’s allowance because he or his partner [F263or, where a claimant is a member of a joint-claim couple, the other member of that couple] is participating in arrangements for training made under section 2 of the Employment and Training Act 1973 or attending a course at an employment rehabilitation centre established under that section [F264or under the Enterprise and New Towns (Scotland) Act 1990], he shall be treated as if he had been in receipt of a jobseeker’s allowance for the period during which he or his partner [F263or, where a claimant is a member of a joint-claim couple, the other member of that couple] was participating in such a course.]
[F265(3A) For the purposes of this Schedule, a claimant who has ceased to be entitled to a jobseeker’s allowance because—
(a)that claimant or his partner [F266or, where a claimant is a member of a joint-claim couple, the other member of that couple] was participating in an employment programme specified in regulation 75(1)(a)(ii) [F267in the Intensive Activity Period specified in regulation 75(1)(a)(iv) F268...] [F269or in an employment zone programme] [F270or in the Flexible New Deal], and
(b)in consequence of such participation the claimant or his partner [F266or, where a claimant is a member of a joint-claim couple, the other member of that couple] was engaged in renumerative work or failed to satisfy the condition specified either in section 2(1)(c)[F271, 3(1)(a) or 3A (1)(a)],
shall be treated as if he had been in receipt of a jobseeker’s allowance for the period during which he or his partner [F266or, where a claimant is a member of a joint-claim couple, the other member of that couple] was participating in that programme [F272or activity].]
(4) Where, for the purposes of sub-paragraphs [F273(1), (3) and (3A)], a person is treated as being in receipt of a jobseeker’s allowance, for a certain period, he shall[F274, subject to sub-paragraph (4A),] be treated as being entitled to a jobseeker’s allowance for the same period.
(4A) [F275Where the appropriate amount of a loan exceeds the amount specified in paragraph 10(4), sub-paragraph (4) shall not apply except–
(a)or the purposes of paragraph 6(1) or 7(1); or
(b)where a person has ceased to be in receipt of a jobseeker’s allowance for a period of [F276104 weeks] or less because he or his partner is a welfare to work beneficiary.]
(5) For the purposes of this Schedule, sub-paragraph (6) applies where a person is not entitled to an income-based jobseeker’s allowance by reason only that he has—
(a)capital exceeding [F277£16,000]; or
(b)income exceeding the applicable amount which applies in his case; or
[F278(bb)a personal rate of contribution-based jobseeker’s allowance that is equal to, or exceeds, the applicable amount in his case; or]
(c)both capital exceeding [F279£16,000] and income exceeding the applicable amount which applies in his case.
(6) A person to whom sub-paragraph (5) applies shall be treated as entitled to a jobseeker’s allowance throughout any period of not more than 39 weeks which comprises only days—
(a)on which he is entitled to a contribution-based jobseeker’s allowance, statutory sick pay [F280, incapacity benefit or contributory employment and support allowance]; or
(b)on which he is, although not entitled to any of the benefits mentioned in head (a) above, entitled to be credited with earnings equal to the lower earnings limit for the time being in force in accordance with [F281regulation 8A or 8B of the Social Security (Credits) Regulations 1975].
(7) Subject to sub-paragraph (8), a person to whom sub-paragraph (5) applies and who is either a person to whom regulation 13(4) applies (persons with caring responsibilities) or a lone parent shall, for the purposes of this Schedule, be treated as entitled to a jobseeker’s allowance throughout any period of not more than 39 weeks following the refusal of a claim for a jobseeker’s allowance made by or on behalf of that person.
(8) Sub-paragraph (7) shall not apply in relation to a person mentioned in that sub-paragraph who, during the period referred to in that sub-paragraph—
(a)is engaged in, or is treated as engaged in, remunerative work or whose partner is engaged in, or is treated as engaged in, remunerative work;
(b)is treated as not available for employment by virtue of regulation [F28215(1)(a)] (circumstances in which students are not treated as available for employment);
(c)is temporarily absent from Great Britain, other than in the circumstances specified in regulation 50 (temporary absence from Great Britain).
(9) In a case where–
(a)sub-paragraphs (6) and (7) apply solely by virtue of sub-paragraph (5)(b), and
(b)the claimant’s income includes payments under a policy taken out to insure against the risk that the policy holder is unable to meet any loan or payment which qualifies under paragraphs 14 to 16,
sub-paragraphs (6) and (7) shall have effect as if for the words “throughout any period of not more than 39 weeks" there are substituted the words “throughout any period that payments are made in accordance with the terms of the policy”.
(10) This sub-paragraph applies–
(a)to a person who claims a jobseeker’s allowance, or in respect of whom a jobseeker’s allowance is claimed, and who—
(i)received payments under a policy of insurance taken out to insure against loss of employment, and those payments are exhausted; and
(ii)had a previous award of a jobseeker’s allowance where the applicable amount included an amount by way of housing costs; and
(b)where the period in respect of which the previous award of a jobseeker’s allowance was payable ended not more than 26 weeks before the date the claim was made.
(11) Where sub-paragraph (10) applies, in determining–
(a)for the purposes of paragraph 6(1) whether a person has been entitled to a jobseeker’s allowance for a continuous period of 26 weeks or more; or
(b)for the purposes of paragraph 7(1) whether a claimant has been entitled to a jobseeker’s allowance for a continuous period of 39 weeks or more,
any week falling between the date of the termination of the previous award and the date of the new claim shall be ignored.
[F283(12) Where the claimant’s partner to whom this paragraph applies is a welfare to work beneficiary, sub-paragraphs (1)(a)(ii), [F284(1)(c)(iv),] (1)(d) and (1)(f)(iii) shall apply to him as if for the words “twelve weeks" there were substituted the words “[F285104 weeks]".]
[F286(13) For the purposes of sub-paragraph (1)(a)(ii), (1)(c)(iv), (1)(d) and (1)(f)(iii), the relevant period shall be—
(a)52 weeks in the case of a person to whom sub-paragraph (14) applies;
(b)subject to sub-paragraph (12), 12 weeks in any other case.
(14) This sub-paragraph applies, subject to sub-paragraph (15), in the case of a person who, on or after 9th April 2001, has ceased to be entitled to a jobseeker’s allowance because he or his partner or, where that person is a member of a joint-claim couple, the other member of that couple—
(a)has commenced employment as an employed earner or as a self-employed earner or has increased the hours in which he is engaged in such employment;
(b)is taking active steps to establish himself in employment as an employed earner or as a self-employed earner under any scheme for assisting persons to become so employed which is mentioned in regulation 19(1)(r)(i) to (iii); or
(c)is participating in—
(i)a New Deal option;
(ii)an employment zone programme;
(iii)the self-employment route, [F287or
(iv)the Intensive Activity Period specified in regulation 75(1)(a)(iv) F288...,]
and, as a consequence, he or his partner was engaged in remunerative work or failed to satisfy the conditions specified in section 2(1)(c) or 3(1)(a) or the joint-claim couple of which he was a member failed to satisfy the condition in section 3A(1)(a).
(15) Sub-paragraph (14) shall only apply to the extent that immediately before the day on which the person ceased to be entitled to an income-based jobseeker’s allowance or the joint-claim couple of which he was a member ceased to be entitled to a joint-claim jobseeker’s allowance, his housing costs were being met in accordance with paragraph 6(1)(a)[F289, 6(1)(b)] or 7(1)(a) or would have been so met but for any non-dependant deduction under paragraph 17.]
[F290(16) For the purpose of determining whether the linking rules set out in this paragraph apply in a case where a claimant’s former partner was entitled to state pension credit, any reference to income-based jobseeker’s allowance in this Schedule shall be taken to include also a reference to state pension credit.]
Textual Amendments
F241Words in Sch. 2 para. 13(1) substituted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(8)(a)
F242Word in Sch. 2 para. 13(1) substituted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
F243Word in Sch. 2 para. 13(1)(a)(i) substituted (18.10.1999) by The Social Security Act 1998 (Commencement No. 11, and Savings and Consequential and Transitional Provisions) Order 1999 (S.I. 1999/2860), art. 3(1), Sch. 12 para. 11
F244Words in Sch. 2 para. 13(1)(a)(ii) inserted (9.4.2001) by The Social Security (Miscellaneous Amendments) Regulations 2001 (S.I. 2001/488), regs. 1(1), 12(b)(i)(aa)
F245Words in Sch. 2 para. 13(1)(a)(ii) omitted (7.10.1996) by virtue of The Jobseeker’s Allowance and Income Support (General) (Amendment) Regulations 1996 (S.I. 1996/1517), regs. 1, 29(4)
F246Sch. 2 para. 13(1)(a)(ii), (aa)-(cc) inserted (7.10.1996) by The Jobseeker’s Allowance and Income Support (General) (Amendment) Regulations 1996 (S.I. 1996/1517), regs. 1, 29(4)
F247Words in Sch. 2 para. 13(1)(b) substituted (18.10.1999) by The Social Security Act 1998 (Commencement No. 11, and Savings and Consequential and Transitional Provisions) Order 1999 (S.I. 1999/2860), art. 3(1), Sch. 12 para. 10
F248Words in Sch. 2 para. 13(1)(c)(iv) inserted (9.4.2001) by The Social Security (Miscellaneous Amendments) Regulations 2001 (S.I. 2001/488), regs. 1(1), 12(b)(i)(bb)
F249Words in Sch. 2 para. 13(1)(d) inserted (9.4.2001) by The Social Security (Miscellaneous Amendments) Regulations 2001 (S.I. 2001/488), regs. 1(1), 12(b)(i)(cc)
F250Sch. 2 para. 13(1)(dd) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(8)(b)
F251Sch. 2 para. 13(1)(ee) inserted (5.1.1998) by The Social Security Amendment (New Deal) Regulations 1997 (S.I. 1997/2863), regs. 1(1), 13(3)(a)
F252Words in Sch. 2 para. 13(1)(ee)(i) inserted (9.4.2001) by The Social Security Amendment (New Deal) Regulations 2001 (S.I. 2001/1029), regs. 1(1), 11(b)(i)
F253Words in Sch. 2 para. 13(1)(ee)(i) omitted (14.4.2008) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), regs. 1(1), 4(15)
F254Words in Sch. 2 para. 13(1)(ee)(i) inserted (5.10.2009) by The Social Security (Flexible New Deal) Regulations 2009 (S.I. 2009/480), regs. 1(3), 2(12)(a)
F255Words in Sch. 2 para. 13(1)(f)(iii) inserted (9.4.2001) by The Social Security (Miscellaneous Amendments) Regulations 2001 (S.I. 2001/488), regs. 1(1), 12(b)(i)(dd)
F256Words in Sch. 2 para. 13(2) substituted (for specified purposes and with effect in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(6)(b), 4(13)
F258Word in Sch. 2 para. 13(2) substituted (3.3.2003 for specified purposes) by The Child Support (Consequential Amendments and Transitional Provisions) Regulations 2001 (S.I. 2001/158), regs. 1(3), 7(3)(a) (with reg. 10); S.I. 2003/192, art. 3(1), Sch.
F259Word in Sch. 2 para. 13(2)(a) substituted (18.10.1999) by The Social Security Act 1998 (Commencement No. 11, and Savings and Consequential and Transitional Provisions) Order 1999 (S.I. 1999/2860), art. 3(1), Sch. 12 para. 5
F260Words in Sch. 2 para. 13(2)(b) substituted (3.3.2003 for specified purposes) by The Child Support (Consequential Amendments and Transitional Provisions) Regulations 2001 (S.I. 2001/158), regs. 1(3), 7(3)(b) (with reg. 10); S.I. 2003/192, art. 3(1), Sch.
F261Sch. 2 para. 13(2A)(2B) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(8)(c)
F262Sch. 2 para. 13(3) substituted (7.4.1997) by The Social Security and Child Support (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/827), regs. 1(1), 4(2)
F263Words in Sch. 2 para. 13(3) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(8)(d)
F264Words in Sch. 2 para. 13(3) inserted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(10)(c)
F265Sch. 2 para. 13(3A) inserted (5.1.1998) by The Social Security Amendment (New Deal) Regulations 1997 (S.I. 1997/2863), regs. 1(1), 13(3)(b)
F266Words in Sch. 2 para. 13(3A) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(8)(e)(i)
F267Words in Sch. 2 para. 13(3A)(a) inserted (9.4.2001) by The Social Security Amendment (New Deal) Regulations 2001 (S.I. 2001/1029), regs. 1(1), 11(b)(ii)(aa)
F268Words in Sch. 2 para. 13(3A)(a) omitted (14.4.2008) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), regs. 1(1), 4(15)
F269Words in Sch. 2 para. 13(3A)(a) inserted (3.4.2000) by The Social Security Amendment (Employment Zones) Regulations 2000 (S.I. 2000/724), regs. 1(1), 4(4)(d)
F270Words in Sch. 2 para. 13(3A)(a) inserted (5.10.2009) by The Social Security (Flexible New Deal) Regulations 2009 (S.I. 2009/480), regs. 1(3), 2(12)(b)
F271Words in Sch. 2 para. 13(3A)(b) substituted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 54(8)(e)(ii)
F272Words in Sch. 2 para. 13(3A) added (9.4.2001) by The Social Security Amendment (New Deal) Regulations 2001 (S.I. 2001/1029), regs. 1(1), 11(b)(ii)(bb)
F273Words in Sch. 2 para. 13(4) substituted (5.1.1998) by The Social Security Amendment (New Deal) Regulations 1997 (S.I. 1997/2863), regs. 1(1), 13(3)(c)
F274Words in Sch. 2 para. 13(4) inserted (2.8.1999) by The Income Support (General) and Jobseeker’s Allowance Amendment Regulations 1999 (S.I. 1999/1921), regs. 1, 2(2)(a)
F275Sch. 2 para. 13(4A) inserted (2.8.1999) by The Income Support (General) and Jobseeker’s Allowance Amendment Regulations 1999 (S.I. 1999/1921), regs. 1, 2(2)(b)
F276Words in Sch. 2 para. 13(4A)(b) substituted (9.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(7), 13(10)(b)
F277Word in Sch. 2 para. 13(5)(a) substituted (with effect in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2005 (S.I. 2005/2465), regs. 1(6)(b), 3(7)
F278Sch. 2 para. 13(5)(bb) inserted (28.10.1996) by The Social Security and Child Support (Jobseeker’s Allowance) (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/2538), regs. 1, 2(12)(b)
F279Word in Sch. 2 para. 13(5)(c) substituted (with effect in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2005 (S.I. 2005/2465), regs. 1(6)(b), 3(7)
F280Words in Sch. 2 para. 13(6)(a) 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(25)(e)
F281Words in Sch. 2 para. 13(6)(b) substituted (5.4.1999) by The Social Security Benefits (Miscellaneous Amendments) Regulations 1999 (S.I. 1999/714), reg. 2(2)(a)
F282Word in Sch. 2 para. 13(8)(b) substituted (9.7.2008) by The Social Security (Students Responsible for Children or Young Persons) Amendment Regulations 2008 (S.I. 2008/1826), regs. 1, 3(5)
F283Sch. 2 para. 13(12) added (5.10.1998) by The Social Security (Welfare to Work) Regulations 1998 (S.I. 1998/2231), regs. 1, 14(4)
F284Words in Sch. 2 para. 13(12) inserted (9.4.2001) by The Social Security (Miscellaneous Amendments) Regulations 2001 (S.I. 2001/488), regs. 1(1), 12(b)(ii)
F285Words in Sch. 2 para. 13(12) substituted (9.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(7), 13(10)(b)
F286Sch. 2 para. 13(13)(14)(15) added (9.4.2001) by The Social Security (Miscellaneous Amendments) Regulations 2001 (S.I. 2001/488), regs. 1(1), 12(b)(iii)
F287Sch. 2 para. 13(14)(c)(iv) and word added (coming into force in accordance with reg. 1(2) of the amending S.I.) by The Social Security Amendment (New Deal) Regulations 2001 (S.I. 2001/1029), regs. 1(2), 11(b)(iii)
F288Words in Sch. 2 para. 13(14)(c)(iv) omitted (14.4.2008) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), regs. 1(1), 4(15)
F289Word in Sch. 2 para. 13(15) inserted (8.4.2002) by The Social Security (Miscellaneous Amendments) Regulations 2002 (S.I. 2002/841), regs. 1(1), 6
F290Sch. 2 para. 13(16) added (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) Regulations 2002 (S.I. 2002/3019), regs. 1(2)(b), 30(b)
Modifications etc. (not altering text)
C40Sch. 2 para. 13(2) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(i) (with reg. 8)
C41Sch. 2 para. 13(4A)(a) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(i)(ii) (with reg. 8)
C42Sch. 2 para. 13(11) applied (with modifications) (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(2), 6(e)(ii) (with regs. 3, 7)
C43Sch. 2 para. 13(11) applied (with modifications) (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(2), 6(e)(i) (with regs. 3, 7)
C44Sch. 2 para. 13(11) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(i)(iii) (with reg. 8)
C45Sch. 2 para. 13(15) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(i)(iv) (with reg. 8)
14.—(1) A loan qualifies under this paragraph where the loan was taken out to defray monies applied for any of the following purposes—
(a)acquiring an interest in the dwelling occupied as the home; or
(b)paying off another loan to the extent that the other loan would have qualified under head (a) above had the loan not been paid off.
(2) For the purposes of this paragraph, references to a loan include also a reference to money borrowed under a hire purchase agreement for any purpose specified in heads (a) and (b) of sub-paragraph (1) above.
(3) Where a loan is applied only in part for the purposes specified in heads (a) and (b) of sub-paragraph (1), only that portion of the loan which is applied for that purpose shall qualify under this paragraph.
15.—(1) A loan qualifies under this paragraph where the loan was taken out, with or without security, for the purpose of—
(a)carrying out repairs and improvements to the dwelling occupied as the home;
(b)paying any service charge imposed to meet the cost of repairs and improvements to the dwelling occupied as the home;
(c)paying off another loan to the extent that the other loan would have qualified under head (a) or (b) of this sub-paragraph had the loan not been paid off,
and the loan was used for that purpose, or is used for that purpose within 6 months of the date of receipt or such further period as may be reasonable in the particular circumstances of the case.
(2) In sub-paragraph (1) “repairs and improvements" means any of the following measures undertaken with a view to maintaining the fitness of the dwelling for human habitation or, where the dwelling forms part of a building, any part of the building containing that dwelling—
(a)provision of a fixed bath, shower, wash basin, sink or lavatory, and necessary associated plumbing, including the provision of hot water not connected to a central heating system;
(b)repairs to existing heating system;
(c)damp proof measures;
(d)provision of ventilation and natural lighting;
(e)provision of drainage facilities;
(f)provision of facilities for preparing and cooking food;
(g)provision of insulation of the dwelling occupied as the home;
(h)provision of electric lighting and sockets;
(i)provision of storage facilities for fuel or refuse;
(j)repairs of unsafe structural defects;
(k)adapting a dwelling for the special needs of a disabled person; or
(l)provision of separate sleeping accommodation for [F291persons] of different sexes aged 10 or over [F291but under the age of 20 who live with the claimant and for whom the claimant or the claimant’s partner is responsible].
(3) Where a loan is applied only in part for the purposes specified in sub-paragraph (1), only that portion of the loan which is applied for that purpose shall qualify under this paragraph.
Textual Amendments
F291Words in Sch. 2 para. 15(2)(l) substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(10)(d)
16.—(1) Subject to the deduction specified in sub-paragraph (2) and the reductions applicable in sub-paragraph (5), there shall be met under this paragraph the amounts, calculated on a weekly basis, in respect of the following housing costs—
(a)payments by way of rent or ground rent relating to a long tenancyF292...;
(b)service charges;
(c)payments by way of the rentcharge within the meaning of section 1 of the Rentcharges Act 1977F293;
(d)payments under a co-ownership scheme;
(e)payments under or relating to a tenancy or licence of a Crown tenant;
(f)where the dwelling occupied as the home is a tent, payments in respect of the tent and the site on which it stands.
(2) Subject to sub-paragraph (3), the deductions to be made from the weekly amounts to be met under this paragraph are—
(a)where the costs are inclusive of any of the items mentioned in [F294paragraph 6(2) of Schedule 1 to the Housing Benefit Regulations 2006] (payment in respect of fuel charges), the deductions prescribed in that paragraph unless the claimant provides evidence on which the actual or approximate amount of the service charge for fuel may be estimated, in which case the estimated amount;
(b)where the costs are inclusive of ineligible service charges within the meaning of [F295paragraph 1 of Schedule 1 to the Housing Benefit Regulations 2006] (ineligible service charges) the amounts attributable to those ineligible service charges or where that amount is not separated from or separately identified within the housing costs to be met under this paragraph, such part of the payments made in respect of those housing costs which are fairly attributable to the provision of those ineligible services having regard to the costs of comparable services;
(c)any amount for repairs and improvements, and for this purpose the expression “repairs and improvements" has the same meaning it has in paragraph 15(2).
(3) Where arrangements are made for the housing costs, which are met under this paragraph and which are normally paid for a period of 52 weeks, to be paid instead for a period of 53 weeks, or to be paid irregularly, or so that no such costs are payable or collected in certain periods, or so that the costs for different periods in the year are of different amounts, the weekly amount shall be the amount payable for the year divided by 52.
(4) Where the claimant or a member of his family–
(a)pays for reasonable repairs or redecoration to be carried out to the dwelling they occupy; and
(b)that work was not the responsibility of the claimant or any member of his family; and
(c)in consequence of that work being done, the costs which are normally met under this paragraph are waived,
then those costs shall, for a period not exceeding 8 weeks, be treated as payable.
(5) Where in England and Wales an amount calculated on a weekly basis in respect of housing costs specified in sub-paragraph (1)(e) (Crown tenants) includes water charges, that amount shall be reduced—
(a)where the amount payable in respect of water charges is known , by that amount;
(b)in any other case, by the amount which would be the likely weekly water charge had the property not been occupied by a Crown tenant.
Textual Amendments
F292Words in Sch. 2 para. 16(1)(a) omitted (2.10.2006) by virtue of The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 13(11)(c)
F294Words in Sch. 2 para. 16(2)(a) substituted (6.3.2006) by The Housing Benefit and Council Tax Benefit (Consequential Provisions) Regulations 2006 (S.I. 2006/217), reg. 1(1), Sch. 2 para. 8(4)(a) (with regs. 2, 3, Sch. 3, Sch. 4)
F295Words in Sch. 2 para. 16(2)(b) substituted (6.3.2006) by The Housing Benefit and Council Tax Benefit (Consequential Provisions) Regulations 2006 (S.I. 2006/217), reg. 1(1), Sch. 2 para. 8(4)(b) (with regs. 2, 3, Sch. 3, Sch. 4)
17.—(1) Subject to the following provisions of this paragraph, the following deductions from the amount to be met under the preceding paragraphs of this Schedule in respect of housing costs shall be made—
[F296(a)in respect of a non-dependant aged 18 or over who is engaged in any remunerative work, £47.75;]
[F296(b)in respect of a non-dependant aged 18 or over to whom paragraph (a) does not apply, £7.40.]
(2) In the case of a non-dependant aged 18 or over to whom sub-paragraph (1)(a) applies because he is in remunerative work, where the claimant satisfies [F297the Secretary of State] that the non-dependant’s gross weekly income is—
(a)less than [F298£120.00] , the deduction to be made under this paragraph shall be the deduction specified in sub-paragraph (1)(b);
(b)not less than [F299£120.00] but less than [F299£178.00] the deduction to be made under this paragraph shall be £17.00;
(c)not less than [F300£178.00] but less than [F300£231.00] the deduction to be made under this paragraph shall be £23.35.
[F301(d)not less than [F302£231.00] but less than [F302£306.00] deduction to be made under this paragraph shall be £38.20;]
[F301(e)not less than [F303£306.00] but less than [F303£382.00] the deduction to be made under this paragraph shall be £43.50.]
(3) Only one deduction shall be made under this paragraph in respect of a couple or, as the case may be, the members of a polygamous marriage, and where, but for this sub-paragraph, the amount that would fall to be deducted in respect of one member of a couple or polygamous marriage is higher than the amount (if any) that would fall to be deducted in respect of the other, or any other member, the higher amount shall be deducted.
(4) In applying the provisions of sub-paragraph (2) in the case of a couple or, as the case may be, a polygamous marriage, regard shall be had, for the purpose of sub-paragraph (2), to the couple’s or, as the case may be, all the members of the polygamous marriage’s, joint weekly income.
(5) Where a person is a non-dependant in respect of more than one joint occupier of a dwelling (except where the joint occupiers are a couple or members of a polygamous marriage), the deduction in respect of that non-dependant shall be apportioned between the joint occupiers (the amount so apportioned being rounded to the nearest penny) having regard to the number of joint occupiers and the proportion of the housing costs in respect of the dwelling occupied as the home payable by each of them.
(6) No deduction shall be made in respect of any non-dependants occupying the dwelling occupied as the home of the claimant, if the claimant or any partner of his is—
(a)blind or treated as blind within the meaning of paragraph 14(1)(h) and (2) of Schedule 1 (additional condition for the higher pensioner and disability premiums); or
(b)receiving in respect of himself either–
(i)an attendance allowance, or
(ii)the care component of the disability living allowance.
(7) No deduction shall be made in respect of a non-dependant–
(a)if, although he resides with the claimant, it appears to [F304the Secretary of State] that the dwelling occupied as his home is normally elsewhere; or
[F305(b)if he is in receipt of [F306a training allowance paid in connection with [F307youth training] established under section 2 of the Employment and Training Act 1973 or section 2 of the Enterprise and New Towns (Scotland) Act 1990; or]]
(c)if he is a full-time student during a period of study or, if he is not in remunerative work, during a recognised summer vacation appropriate to his course; or
(d)if he is aged under 25 and in receipt of [F308an income-based jobseeker’s allowance] or income support; or
(e)in respect of whom a deduction in the calculation of a rent rebate or allowance falls to be made under [F309regulation 74 of the Housing Benefit Regulations 2006] (non-dependant deductions); or
(f)to whom, but for paragraph (5) of regulation 2 (definition of non-dependant) paragraph (4) of that regulation would apply; or
(g)if he is not residing with the claimant because he has been a patient for a period in excess of [F31052] weeks, or is a prisoner, and for these purposes—
[F311(i)“patient” has the meaning given in paragraph 3(13)(b) and “prisoner” has the meaning given in regulation 85(4), and]
[F311(ii)in calculating any period of 52 weeks as a patient, any two or more distinct periods separated by one or more intervals each not exceeding 28 days shall be treated as a single period; F312...]
[F313(h)if he is in receipt of state pension credit] [F314or
(i)he is aged less than 25 and is in receipt of employment and support allowance which does not include an amount under section 4(4) or (5) of the Welfare Reform Act (components)]
(8) In the case of a non-dependant to whom sub-paragraph (2) applies because he is in remunerative work, there shall be disregarded from his gross income—
(a)any attendance allowance or disability living allowance received by him;
(b)any payment made under [F315or by] the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments)(No.2) Trust, the Fund, the Eileen Trust [F316, MFET Limited] or the Independent Living [F317Fund (2006)] which, had his income fallen to be calculated under regulation 103 (calculation of income other than earnings), would have been disregarded under paragraph 22 of Schedule 7 (income in kind); and
(c)any payment which, had his income fallen to be calculated under regulation 103 would have been disregarded under paragraph 41 of Schedule 7 (payments made under certain trusts and certain other payments).
Textual Amendments
F296Sch. 2 para. 17(1)(a)(b) substituted for Sch. 2 para. 17(1)(a)-(c) (4.4.2005) by The Social Security (Housing Benefit, Council Tax Benefit, State Pension Credit and Miscellaneous Amendments) Regulations 2004 (S.I. 2004/2327), regs. 1(1)(c), 6(b)(i)
F297Words in Sch. 2 para. 17(2) substituted (18.10.1999) by The Social Security Act 1998 (Commencement No. 11, and Savings and Consequential and Transitional Provisions) Order 1999 (S.I. 1999/2860), art. 3(1), Sch. 12 para. 2
F298Sum in Sch. 2 para. 17(2)(a) substituted (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(c)
F299Sums in Sch. 2 para. 17(2)(b) substituted (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(d)
F300Sums in Sch. 2 para. 17(2)(c) substituted (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(e)
F301Sch. 2 para. 17(2)(d)(e) added (with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Non-Dependant Deductions) Regulations 1996 (S.I. 1996/2518), regs. 1(1)(c), 4(b)
F302Sums in Sch. 2 para. 17(2)(d) substituted (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(f)
F303Sums in Sch. 2 para. 17(2)(e) substituted (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(g)
F304Words in Sch. 2 para. 17(7)(a) substituted (18.10.1999) by The Social Security Act 1998 (Commencement No. 11, and Savings and Consequential and Transitional Provisions) Order 1999 (S.I. 1999/2860), art. 3(1), Sch. 12 para. 2
F305Sch. 2 para. 17(7)(b) substituted (7.10.1996) by The Jobseeker’s Allowance and Income Support (General) (Amendment) Regulations 1996 (S.I. 1996/1517), regs. 1, 29(5)
F306Words in Sch. 2 para. 17(7)(b) substituted (28.10.1996) by The Social Security and Child Support (Jobseeker’s Allowance) (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/2538), regs. 1, 2(12)(c)(ii)
F307Words in Sch. 2 para. 17(7)(b) substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(10)(e)
F308Words in Sch. 2 para. 17(7)(d) substituted (7.4.1997) by The Social Security and Child Support (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/827), regs. 1(1), 4(3)
F309Words in Sch. 2 para. 17(7)(e) substituted (6.3.2006) by The Housing Benefit and Council Tax Benefit (Consequential Provisions) Regulations 2006 (S.I. 2006/217), reg. 1(1), Sch. 2 para. 8(4)(c) (with regs. 2, 3, Sch. 3, Sch. 4)
F310Word in Sch. 2 para. 17(7)(g) substituted (coming into force in accordance with reg. 1(f) of the amending S.I.) by The Social Security (Hospital In-Patients and Miscellaneous Amendments) Regulations 2003 (S.I. 2003/1195), regs. 1(f), 6(4)
F311Words in Sch. 2 para. 17(7)(g)(i)(ii) substituted (for specified purposes and with effect in accordance with reg. 1(d) of the amending S.I.) by The Social Security (Hospital In-Patients) Regulations 2005 (S.I. 2005/3360), reg. 6(4)
F312Word in Sch. 2 para. 17(7)(g) omitted (27.10.2008) by virtue of The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(25)(f)(i)
F313Sch. 2 para. 17(7)(h) added (4.4.2005) by The Social Security (Housing Benefit, Council Tax Benefit, State Pension Credit and Miscellaneous Amendments) Regulations 2004 (S.I. 2004/2327), regs. 1(1)(c), 6(b)(ii)(bb)
F314Sch. 2 para. 17(7)(i) and word 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(25)(f)(ii)
F315Words in Sch. 2 para. 17(8)(b) inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(8)(d)
F316Words in Sch. 2 para. 17(8)(b) inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(3)(e)
F317Words in Sch. 2 para. 17(8)(b) substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(7)(d)
Modifications etc. (not altering text)
C46Sch. 2 para. 17(1)(a): sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(a)
C47Sch. 2 para. 17(1)(a): sum confirmed (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(7)(a)
C48Sch. 2 para. 17(1)(b): sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(b)
C49Sch. 2 para. 17(1)(b): sum confirmed (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(7)(b)
C50Sch. 2 para. 17(2)(a): sum confirmed (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(7)(c)
C51Sch. 2 para. 17(2)(b): sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(d)
C52Sch. 2 para. 17(2)(b): sum confirmed (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(7)(d)
C53Sch. 2 para. 17(2)(c): sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(e)
C54Sch. 2 para. 17(2)(c): sum confirmed (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(7)(e)
C55Sch. 2 para. 17(2)(d): sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(f)
C56Sch. 2 para. 17(2)(d): sum confirmed (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(7)(f)
C57Sch. 2 para. 17(2)(e): sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(7)(g)
C58Sch. 2 para. 17(2)(e): sum confirmed (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(7)(g)
18.—(1) For the purpose of providing continuity between income support [F319or income-related employment and support allowance] and a jobseeker’s allowance—
(a)any housing costs which would, had the claimant been entitled to income support, have been existing housing costs and not new housing costs shall, notwithstanding the preceding provisions of this Schedule, be treated as existing housing costs, and any qualifications or limitations which would have applied to those costs had the award been an award of income support shall likewise apply to the costs in so far as they are met in jobseeker’s allowance;
(b)had the award of a jobseeker’s allowance been an award of income support and the housing costs which would then have been met would have included an additional amount met in accordance with paragraph 7 of Schedule 3 to the Income Support Regulations (add back), an amount equal to that additional amount shall be added to the housing costs to be met under this Schedule, but that amount shall be subject to the same qualifications and limitations as it would have been had the award been of income support; and
(c)for the purposes of any linking rule [F320or for determining whether any qualifying or other period is satisfied], any reference to a jobseeker’s allowance in this Schedule shall be taken also to include a reference to income support [F321or income-related employment and support allowance].
(2) Any loan which, had the claimant been entitled to income support and not a jobseeker’s allowance, would have been a qualifying loan for the purposes of Schedule 3 to the Income Support Regulations by virtue of regulation 3 of the Income Support (General) Amendment and Transitional Regulations 1995 F322 shall be treated also as a qualifying loan for the purposes of paragraph 14 or 15, as the case may be, of this Schedule; and for the purpose of determining whether a claimant would satisfy the provision of regulation 3(2) of those Regulations, a person in receipt of an income-based jobseeker’s allowance shall be treated as being in receipt of income support.
Textual Amendments
F318Words in Sch. 2 para. 18 heading 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(25)(g)(i)
F319Words in Sch. 2 para. 18(1) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 3(25)(g)(ii)(aa)
F320Words in Sch. 2 para. 18(1)(c) inserted (7.10.1996) by The Jobseeker’s Allowance and Income Support (General) (Amendment) Regulations 1996 (S.I. 1996/1517), regs. 1, 29(6)
F321Words in Sch. 2 para. 18(1)(c) 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(25)(g)(ii)(bb)
Modifications etc. (not altering text)
C59Sch. 2 para. 18(1)(a) applied (with modifications) (5.1.2009) by The Social Security (Housing Costs Special Arrangements) (Amendment and Modification) Regulations 2008 (S.I. 2008/3195), regs. 1(3), 11(j) (with reg. 8)
19. Where any calculation made under this Schedule results in a fraction of a penny, that fraction shall be treated as a penny.
Schedule 1, paragraph 3(1)(b)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F323Sch. 3 omitted (6.10.2003) by virtue of The Social Security (Removal of Residential Allowance and Miscellaneous Amendments) Regulations 2003 (S.I. 2003/1121), reg. 1, Sch. 2 para. 10
Regulation 86
F324F324.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
F324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
F324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
F324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
F324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
F324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
F324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
F324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
F324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
F324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
F324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F324Sch. 4 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
Regulation 86D
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F325Sch. 4A omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. II para. 19
[F326Regulations 85 and 85A]
Textual Amendments
F326Words in Sch. 5 heading substituted (2.4.2007) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(2), 3(9)(a)
Modifications etc. (not altering text)
C60Sch. 5: sums confirmed (for specified purposes and with effect in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2008 (S.I. 2008/632), arts. 1(2)(k)(ii), 24(8), Sch. 17
Column (1) | Column (2) |
---|---|
F327... 1. F328... | F328... |
[F329Claimant who is a patient] | |
1A . F330... | 1A. F330... |
2.—(a) F331... | 2.—(a) F331... |
F332. . . | F332. . . |
Claimants Without Accommodation 3. A claimant who is without accommodation. | 3. The amount applicable to him under regulation 83(a) (personal allowance) only. |
Members of Religious Orders 4. A claimant who is a member of and fully maintained by a religious order. | 4. Nil |
Specified Cases of Temporarily Separated Couples 5. A claimant who is a member of a couple and who is temporarily separated from his partner, where— (a) one member of the couple is– ([F333i) not a patient but is residing in a care home, an Abbeyfield Home or an independent hospital, or ] (iii) resident in premises used for the rehabilitation of alcoholics or drug addicts, or (iv) resident in accommodation provided under section 3 of and Part II of the Schedule to, the Polish Resettlement Act 1947 (provision of accommodation in camps)F334, (v) or participating in arrangements for training made under section 2 of the Employment and Training Act 1973 F335, or section 2 of the Enterprise and New Towns (Scotland) Act 1990 F336 or participating in an employment rehabilitation programme established under that section of the Act of 1973, where the course requires him to live away from the dwelling occupied as the home, or (vi) in a probation or bail hostel approved for the purpose by the Secretary of State, and (b) the other member of the couple is– (i) living in the dwelling occupied as the home, or (ii) a patient, or [F337(iii) residing in a care home, an Abbeyfield Home or an independent hospital.] | 5. Either— (a) the amount applicable to him as a member of a couple under regulation 83; or (b) the aggregate of his applicable amount and that of his partner assessed under the provisions of these Regulations as if each of them were a single claimant, or a lone parent, whichever is the greater. |
Polygamous Marriages where one or more partners are temporarily separated 6. A claimant who is a member of a polygamous marriage and who is temporarily separated from a partner of his, where one of them is living in the home while the other member is— ([F338a) not a patient but is residing in a care home, an Abbeyfield Home or an independent hospital, or] (c) resident in premises used for the rehabilitation of alcoholics or drug addicts; or (d) attending a course of training or instruction provided or approved by the Secretary of State where the course requires him to live away from home; or (e) in a probation or bail hostel approved for the purpose by the Secretary of State. | 6. Either— (a) the amount applicable to the members of the polygamous marriage under regulation 84; or (b) the aggregate of the amount applicable for the members of the polygamous marriage who remain in the home under regulation 84 and the amount applicable in respect of those members not in the home calculated as if each of them were a single claimant, or a lone parent, whichever is the greater. |
Single claimants temporarily in local authority accommodation 7. F339... | 7. F339. . . |
Couples and members of polygamous marriages where one member is or all are temporarily in local authority accommodation 8. F340... | F340. . . |
A claimant who is a lone parent who has entered residential accommodation temporarily. 9. F341... | 9. F341... |
Couples where one member is absent from the United Kingdom 10.[F342—(1)] Subject to paragraph 11, a claimant who is a member of a couple and whose partner is temporarily absent from the United Kingdom. [F343(2) A claimant who is a member of a joint-claim couple and whose partner is temporarily absent from the United Kingdom— (a) in the circumstances prescribed in regulation 50(6A); (b) in any other circumstances.] | 10. 10.[F342—(1)] For the first four weeks of that absence, the amount applicable to them as a couple under regulation 83F344... as the case may be and thereafter the amount applicable to the claimant in Great Britain under regulation 83F344... as the case may be as if the claimant were a single claimant or, as the case may be, a lone parent. [F345(2) (a) For the first four weeks of that absence, the amount applicable to them as a couple under regulation 83 F344... and thereafter the amount applicable to the claimant in Great Britain under regulation 83F344... as if the claimant were a single claimant; (b) The amount which would be applicable to the claimant under regulation 83F344... if that claimant was a single claimant for the period commencing on the date of claim and ending on the day after the day on which the partner returns to the United Kingdom.] |
Couple or member of couple taking child or young person abroad for treatment 11.—(1) A claimant who is a member of a couple where either– (a) he or his partner is, or (b) both he and his partner are absent from [F346United Kingdom] in the circumstances specified in sub— paragraph (2), (2) For the purpose of sub-paragraph (1), the specified circumstances are– (a) the claimant is absent from the United Kingdom but is treated as [F347available for and actively seeking] employment in accordance with regulations 14(1) and 19(1); (b) the claimant’s partner is absent from the United Kingdom and regulation 50(5) would have applied to him if he had claimed a jobseeker’s allowance. | 11. For the first 8 weeks of that absence, the amount applicable to the claimant under regulation 83F348..., as the case may be, and, thereafter, if the claimant is in Great Britain the amount applicable to him under regulation 83F348..., as the case may be, as if the claimant were a single claimant, or, as the case may be, a lone parent. |
Polygamous marriages where any member is abroad 12. Subject to paragraph 13 a claimant who is a member of a polygamous marriage where— (a) he or one of his partners is, or (b) he and one or more of his partners are, or (c) two or more of his partners are,temporarily absent from the United Kingdom; | 12. For the first four weeks of that absence, the amount applicable to the claimant under regulations 84 to 87, as the case may be, and thereafter, if the claimant is in Great Britain the amount applicable to him under regulations 84 to 87, as the case may be, as if any member of the polygamous marriage not in the United Kingdom were not a member of the marriage. |
Polygamous marriage: taking child or young person abroad for treatment 13.—(1) A claimant who is a member of a polygamous marriage where– (a) he or one of his partners is, (b) he and one of his partners are, or (c) [F346two or more of his partners are, absent from the United Kingdom in the circumstances specified in sub-paragraph (2).] (2) For the purposes of sub-paragraph (1) the specified circumstances are– (a) in respect of the claimant, F349... he is absent from the United Kingdom but is treated as available for and actively seeking employment in accordance with regulations 14(1) and 19(1); or [F350(b)] one or more of the members of the polygamous marriage is absent from the United Kingdom and regulation 50(5) would have applied to the absent partner [F346 if he had claimed a jobseeker’s allowance ] [F351had claimed a jobseeker’s allowance.] | 13. For the first 8 weeks of that absence, the amount applicable to the claimant under regulations 84 to 87, as the case may be, and thereafter, if the claimant is in Great Britain the amount applicable to him under regulations 84 to 87, as the case may be, as if any member of the polygamous marriage not in the United Kingdom were not a member of the marriage. |
[F352 Partner of a person subject to immigration control13A.—(a) A claimant who is the partner of a person subject to immigration control. (b)Where regulation 84 (polygamous marriages) applies and the claimant is a person– (i)who is not subject to immigration control within the meaning of section 115(9) of the Immigration and Asylum Act; or (ii)to whom section 115 of that Act does not apply by virtue of regulation 2 of the Social Security (Immigration and Asylum) Consequential Amendments Regulations 2000; and (iii)who is a member of a couple and one or more of his partners is subject to immigration control within the meaning of section 115(9) of that Act and section 115 of that Act applies to her for the purposes of exclusion from entitlement to income-based jobseeker’s allowance.] | 13A [F353the amount applicable in respect of the claimant only under regulation 83(a), plus any amount which may be applicable to him under regulation 83(e) or (f) plus the amount applicable to him under regulation 87(2) or (3) or, as the case may be, regulation 85;] [F353the amount determined in accordance with that regulation or regulation 85 in respect of the claimant and any partners of his who are not subject to immigration control within the meaning of section 115(9) of the Immigration and Asylum Act and to whom section 115 of that Act does not apply for the purposes of exclusion from entitlement to jobseeker’s allowance;] |
Persons from Abroad 14. [F354person from abroad] | 14.—(a) Nil |
Persons in residential accommodation 15. F355... | 15. F355. . . |
Persons temporarily absent from a hostel, residential care or nursing home 16. F356... | 16. F356. . . |
Persons in residential care or nursing homes who become patients 17. F356... | 17. F356. . . |
[F357Joint-claim couples where a claim is made other than jointly by both members 17A. A joint claim couple and one member— (a) is a person to whom regulation 3E(2)(a) applies; (b) is a person to whom regulation 3E(2)(b) applies.] | [F35817A. (a) The amount which would be applicable to the claimant under regulation 83 F359... if that claimant was a single claimant for the period commencing on the day on which the member of the couple who is not the claimant fails to attend at the time and place specified by the Secretary of State for the purposes of regulation 6 of the Claims and Payments Regulations and ending on the day on which that member does so attend; (b) The amount which would be applicable to the claimant under regulation 83 F359... if that claimant was a single claimant.] |
Textual Amendments
F327Sch. 5 para. 1 heading omitted (for specified purposes and with effect in accordance with reg. 1(d) of the amending S.I.) by virtue of The Social Security (Hospital In-Patients) Regulations 2005 (S.I. 2005/3360), reg. 6(5)(a)
F328Sch. 5 para. 1 omitted (for specified purposes and with effect in accordance with reg. 1(d) of the amending S.I.) by virtue of The Social Security (Hospital In-Patients) Regulations 2005 (S.I. 2005/3360), reg. 6(5)(a)
F329Sch. 5 heading inserted (for specified purposes and with effect in accordance with reg. 1(d) of the amending S.I.) by The Social Security (Hospital In-Patients) Regulations 2005 (S.I. 2005/3360), reg. 6(5)(b)(i)
F330Words in Sch. 5 omitted (coming into force in accordance with reg. 1(6) of the amending S.I.) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(9)(b)
F331Words in Sch. 5 omitted (with application in accordance with reg. 1(5) of the amending S.I.) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(3), 3(9)(c)
F332Words in Sch. 5 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. 21(a)
F333Sch. 5 para. 5(a)(i) substituted for Sch. 5 para. 5(a)(i)(ii) (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 10(a)(i)
F3341947 c.19; amended by Schedule 4 of the Social Security Act 1980 (c.30) and by S.I. 1951/174 and 1968/1699.
F3351973 c.50; section 2 was substituted by the Employment Act 1988 (c.19), section 25(1).
F337Sch. 5 para. 5(b)(iii) substituted for Sch. 5 para. 5(b)(iii)(iv) (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 10(a)(ii)
F338Sch. 5 para. 6(a) substituted for Sch. 5 para. 6(a) (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 10(b)
F339Sch. 5 para. 7 omitted (6.10.2003) by virtue of The Social Security (Removal of Residential Allowance and Miscellaneous Amendments) Regulations 2003 (S.I. 2003/1121), reg. 1, Sch. 2 para. 11(b)(i)
F340Sch. 5 para. 8 omitted (6.10.2003) by virtue of The Social Security (Removal of Residential Allowance and Miscellaneous Amendments) Regulations 2003 (S.I. 2003/1121), reg. 1, Sch. 2 para. 11(b)(ii)
F341Sch. 5 para. 9 omitted (6.10.2003) by virtue of The Social Security (Removal of Residential Allowance and Miscellaneous Amendments) Regulations 2003 (S.I. 2003/1121), reg. 1, Sch. 2 para. 11(b)(iii)
F342Sch. 5 para. 10(1): Sch. 5 para. 10 renumbered as Sch. 5 para. 10(1) (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 56(a)
F343Words in Sch. 5 para. 10(2) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 56(a)(i)
F344Words in Sch. 5 para. 10 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. 20(b)
F345Words in Sch. 5 para. 10(2) inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 56(a)(ii)
F346Words in Sch. 5 substituted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
F347Word in Sch. 5 para. 11 substituted (7.4.1997) by The Social Security (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/454), regs. 1(c), 2(15)
F348Words in Sch. 5 para. 11 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. 20(c)
F349Word in Sch. 5 para. 13(2) omitted (28.10.1996) by virtue of The Social Security and Child Support (Jobseeker’s Allowance) (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/2538), regs. 1, 2(13)(b)(i)
F350Word in Sch. 5 para. 13(2) substituted (28.10.1996) by The Social Security and Child Support (Jobseeker’s Allowance) (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/2538), regs. 1, 2(13)(b)(ii)
F351Words in Sch. 5 para. 13(2) added (28.10.1996) by The Social Security and Child Support (Jobseeker’s Allowance) (Miscellaneous Amendments) Regulations 1996 (S.I. 1996/2538), regs. 1, 2(13)(b)(iii)
F352Words in Sch. 5 inserted (3.4.2000) by The Social Security (Immigration and Asylum) Consequential Amendments Regulations 2000 (S.I. 2000/636), regs. 1(2), 4(7)(a)
F353Words in Sch. 5 substituted (for specified purposes and with effect in accordance with reg. 1(6)(7)(8) 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. 21(c)
F354Words in Sch. 5 para. 14 substituted (3.4.2000) by The Social Security (Immigration and Asylum) Consequential Amendments Regulations 2000 (S.I. 2000/636), regs. 1(2), 4(8)
F355Sch. 5 para. 15(1) omitted (6.10.2003) by virtue of The Social Security (Removal of Residential Allowance and Miscellaneous Amendments) Regulations 2003 (S.I. 2003/1121), reg. 1, Sch. 2 para. 11(c)
F356Sch. 5 paras. 16, 17 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. 2 para. 20(e)
F357Words in Sch. 5 para. 17A inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 56(b)(i)
F358Words in Sch. 5 para. 17A inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 56(b)(ii)
F359Words in Sch. 5 para. 17A omitted (6.10.2003) by virtue of The Social Security (Removal of Residential Allowance and Miscellaneous Amendments) Regulations 2003 (S.I. 2003/1121), reg. 1, Sch. 2 para. 11(d)
Modifications etc. (not altering text)
C61Sch. 5 para. 4 modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
C62Sch. 5 para. 14 modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
18. Where any calculation under this Schedule or as a result of a jobseeker’s allowance being awarded for a period less than one complete benefit week results in a fraction of a penny that fraction shall be treated as a penny.
Regulation 86C
Textual Amendments
F360Sch. 5A inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 57
Modifications etc. (not altering text)
C63Sch. 5A: sums confirmed (for specified purposes and with effect in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2008 (S.I. 2008/632), arts. 1(2)(k)(ii), 24(9), Sch. 18
Column (1) | Column (2) |
---|---|
PatientsF3611. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | F3611. . . . |
F3621A. . . . | F3621A. . . . |
Joint-Claim Couple Without Accommodation2. A joint-claim couple who are without accommodation. | 2. The amount applicable to the couple under regulation 86A(a) (personal allowance) only. |
Members of Religious Orders3. A joint-claim couple who are both members of and fully maintained by a religious order. | 3. Nil. |
Specified Cases of Temporarily Separated Joint-Claim Couples4. A joint-claim couple who are temporarily separated where— (a)one member is— [F363(i)not a patient but is residing in a care home, an Abbeyfield Home or an independent hospital, or] (iii)resident in premises used for the rehabilitation of alcoholics or drug addicts; (iv)resident in accommodation provided under section 3 of, and Part II of the Schedule to, the Polish Resettlement Act 1947 (provision of accommodation in camps); (v)participating in arrangements for training made under section 2 of the Employment and Training Act 1973, or section 2 of the Enterprise and New Towns (Scotland) Act 1990 or participating in an employment rehabilitation programme established under that section of the Act of 1973, where the course requires him to live away from the dwelling occupied as the home; or (vi)in a probation or bail hostel approved for the purpose by the Secretary of State, and (b)the other member is— (i)living in the dwelling occupied as the home; (ii)a patient; [F364(iii)residing in a care home, an Abbeyfield Home or an independent hospital.] (iv)resident in a residential care home or nursing home. | 4. Either— (a)the amount applicable to the joint-claim couple under regulation 86A; or (b)the aggregate of the applicable amounts of both claimants assessed under the provisions of these Regulations as if each of them were a single claimant, whichever is the greater. |
Polygamous Marriages where one or more members of the marriage are temporarily separated5. A joint-claim couple where one member is a member of a polygamous marriage and is temporarily separated from a partner of his, where one of them is living in the home while the other member is— [F365(a)not a patient but is residing in a care home, an Abbeyfield Home or an independent hospital, or] (c)resident in premises used for the rehabilitation of alcoholics or drug addicts; (d)attending a course of training or instruction provided or approved by the Secretary of State where the course requires him to live away from home; or (e)in a probation or bail hostel approved for the purpose by the Secretary of State. | 5. Either— (a)the amount applicable to the joint-claim couple under regulation 86B; or (b)the aggregate of the amount applicable for the joint-claim couple in respect of the members of the polygamous marriage who remain in the home under regulation 86B and the amount applicable in respect of those members not in the home calculated as if each of them were a single claimant, whichever is the greater. |
Joint-claim couples and members of polygamous marriages where one member is, or all are, temporarily in local authority accommodationF3666. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | F3666. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . |
Joint-claim couples where one member is absent from the United Kingdom7. A joint-claim couple where one member is temporarily absent from the United Kingdom— (a)in the circumstances prescribed in regulation 50(6B); (b)in any other circumstances. | 7.—(a) The amount applicable to them as a couple under regulation 86AF367... for the relevant period prescribed in regulation 50(6B). (b)For the first four weeks of that absence, the amount applicable to them as a couple under regulation 86AF367... as the case may be and thereafter the amount applicable to the claimant in Great Britain under regulation 83F367... as the case may be as if that claimant were a single claimant. |
Polygamous marriages where any member of the marriage is abroad8. A joint-claim couple where one member is a member of a polygamous marriage and— (a)he, the other member or one of his partners is; (b)he, the other member and one or more of his partners are; or (c)the other member and one or more of his partners or two or more of his partners are, temporarily absent from the United Kingdom. | 8. For the first four weeks of that absence, the amount applicable to the joint-claim couple under regulations 86B to [F36886C], as the case may be, and thereafter, if the joint-claim couple are in Great Britain the amount applicable to them under regulations 86B to [F36886C], as the case may be, as if any member of the polygamous marriage not in the United Kingdom were not a member of the marriage. |
Members of joint-claim couples in residential accommodationF3699. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | F369. . . |
Members of joint-claim couples temporarily absent from a hostel, residential care or nursing homeF37010. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | F370. . . |
Members of joint-claim couples in residential care or nursing homes who become patientsF37011. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | F370. . . |
Textual Amendments
F361Sch. 5A para. 1 omitted (for specified purposes and with effect in accordance with reg. 1(d) of the amending S.I.) by virtue of The Social Security (Hospital In-Patients) Regulations 2005 (S.I. 2005/3360), reg. 6(6)(a)
F362Words in Sch. 5A omitted (coming into force in accordance with reg. 1(6) of the amending S.I.) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(6), 3(10)
F363Sch. 5A para. 4(a)(i) substituted for Sch. 5A para. 4(a)(i) (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 11(a)(i)
F364Sch. 5A para. 4(b)(iii)-(iv) substituted for Sch. 5A (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 11(a)(ii)
F365Sch. 5A para. 5(a)-(b) substituted for Sch. 5A para. 5(a) (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 11(b)
F366Sch. 5A para. 6 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 6(3)
F367Words in Sch. 5A para. 7 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. 21(b)
F368Word in Sch. 5A para. 8 substituted (8.4.2002) by The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), Sch. Pt. 2 para. 21(c)
F369Sch. 5A para. 9 omitted (6.10.2003) by virtue of The Social Security (Removal of Residential Allowance and Miscellaneous Amendments) Regulations 2003 (S.I. 2003/1121), reg. 1, Sch. 2 para. 12(b)
F370Sch. 5A paras. 10, 11 omitted (8.4.2002) by virtue of The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), reg. 1, Sch. Pt. 2 para. 21(d)
Modifications etc. (not altering text)
C64Sch. 5A para. 3 sum confirmed (with effect in accordance with art. 1(2)(j)(ii) (3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(j)(ii), 24(8), Sch. 16
C65Sch. 5A para. 3 modified (coming into force in accordance with art. 1(2)(k)(ii) of the amending S.I.) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(k)(ii), 24(8), Sch. 16
12. Where any calculation under this Schedule or as a result of a joint-claim jobseeker’s allowance being awarded for a period of less than one complete benefit week results in a fraction of a penny, that fraction shall be treated as a penny.]
Regulations 99(2), 101(2) and 106(6)
[F3711.—(1) In the case of a claimant who has been engaged in remunerative work as an employed earner or, had the employment been in Great Britain, would have been so engaged—
(a)any earnings, other than items to which sub-paragraph (2) applies, paid or due to be paid from that employment which terminated before the first day of entitlement to a jobseeker’s allowance;
(b)any earnings, other than a payment of the nature described in [F372sub-paragraph (2)(a) or (b)(ii)], paid or due to be paid from that employment which has not been terminated where the claimant is not—
(i)engaged in remunerative work, or
(ii)suspended from his employment.
(2) This sub-paragraph applies to—
[F373(a)any payment of the nature described in—
(i)regulation 98(1)(d), or
(ii)section 28, 64 or 68 of the Employment Rights Act 1996 (guarantee payments, suspension from work on medical or maternity grounds); and]
(b)any award, sum or payment of the nature described in—
(i)regulation 98(1)(f) or (g), or
(ii)section 34 or 70 of the Employment Rights Act 1996 (guarantee payments and suspension from work: complaints to employment tribunals),
including any payment made following the settlement of a complaint to an employment tribunal or of court proceedings.
Textual Amendments
F371Sch. 6, paras. 1, 1A, 2 substituted for paras. 1, 2 (1.10.2007) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2007 (S.I. 2007/2618), regs. 1(1), 8(14)(a)
F372Words in Sch. 6 para. 1(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. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(b), 4(14)(a)
F373Sch. 6 para. 1(2)(a) 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. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(b), 4(14)(b)
1A. If the claimant’s partner has been engaged in remunerative work as an employed earner or, had the employment been in Great Britain, would have been so engaged, any earnings paid or due to be paid on termination of that employment by way of retirement but only if—
(a)on retirement the partner is entitled to a retirement pension under the Benefits Act, or
(b)the only reason the partner is not entitled to a retirement pension under the Benefits Act is because the contribution conditions are not satisfied.]
Textual Amendments
F371Sch. 6, paras. 1, 1A, 2 substituted for paras. 1, 2 (1.10.2007) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2007 (S.I. 2007/2618), regs. 1(1), 8(14)(a)
[F3712.—(1) In the case of a claimant to whom this paragraph applies, any earnings (other than items to which paragraph 1(2) applies) which relate to employment which ceased before the first day of entitlement to a jobseeker’s allowance whether or not that employment has terminated.
(2) This paragraph applies to a claimant who has been engaged in part-time employment as an employed earner or, had the employment been in Great Britain, would have been so engaged; but it does not apply to a claimant who has been suspended from his employment.]
Textual Amendments
F371Sch. 6, paras. 1, 1A, 2 substituted for paras. 1, 2 (1.10.2007) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2007 (S.I. 2007/2618), regs. 1(1), 8(14)(a)
3. Any payment to which regulation 98(1)(f) applies—
(a)which is due to be paid more than 52 weeks after the date of termination of the employment in respect of which the payment is made; or
(b)which is a compensatory award within the meaning of section [F374118(1)(b) of the Employment Rights Act 1996] for so long as such an award remains unpaid and the employer is insolvent within the meaning of section 127 of that Act.
Textual Amendments
F374Words in Sch. 6 para. 3(b) substituted (1.10.2007) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2007 (S.I. 2007/2618), regs. 1(1), 8(14)(b)
4. In the case of a claimant who has been engaged in remunerative work or part-time employment as a self-employed earner or, had the employment been in Great Britain, would have been so engaged and who has ceased to be so employed, from the date of the cessation of his employment any earnings derived from that employment except earnings to which regulation 95(2) (royalties etc.) applies.
5.—(1) In a case to which this paragraph applies, £15; but notwithstanding regulation 88 (calculation of income and capital of members of claimant’s family and of a polygamous marriage), if this paragraph applies to a claimant it shall not apply to his partner except where, and to the extent that, the earnings of the claimant which are to be disregarded under this paragraph are less than [F375£20].
(2) This paragraph applies where the claimant’s applicable amount includes, or but for his being an in-patientF376... F377... would include, an amount by way of a disability premium under Schedule 1 (applicable amounts).
(3) This paragraph applies where–
(a)the claimant is a member of a couple, and–
(i)his applicable amount would include an amount by way of the disability premium under Schedule 1 but for the higher pensioner premium under that Schedule being applicable; or
(ii)had he not been an in-patient F378... F379... his applicable amount would include the higher pensioner premium under that Schedule and had that been the case he would also satisfy the condition in (i) above; and
(b)he or his partner [F380has not attained the qualifying age for state pension credit] and at least one is engaged in part-time employment.
(4) This paragraph applies where–
(a)the claimant’s applicable amount includes, or but for his being an in-patient F381...F382... would include, an amount by way of the higher pensioner premium under Schedule 1; and
(b)the claimant or, if he is a member of a couple, either he or his partner has attained [F383the qualifying age for state pension credit]; and
(c)immediately before attaining that age he or, as the case may be, he or his partner was engaged in part-time employment and the claimant was entitled by virtue of sub-paragraph (2) or (3) to a disregard of [F375£20]; and
(d)he or, as the case may be, he or his partner has continued in part-time employment.
F384(5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F384(6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(7) For the purposes of this paragraph–
(a)except where head (b) or (c) applies, no account shall be taken of any period not exceeding eight consecutive weeks occurring—
(i)on or after the date on which the claimant or, if he is a member of a couple, he or his partner attained [F385the qualifying age for state pension credit] during which either was or both were not engaged in part-time employment or the claimant was not entitled to a jobseeker’s allowance[F386, income support or an employment and support allowance]; or
(ii)immediately after the date on which the claimant or his partner ceased to participate in arrangements for training made under section 2 of the Employment and Training Act 1973 F387 or section 2 of the Enterprise and New Towns (Scotland) Act 1990 F388 or to participate in an employment rehabilitation programme established under that section of the 1973 Act;
(b)in a case where the claimant has ceased to be entitled to a jobseeker’s allowance[F386, income support or an employment and support allowance] because he, or if he is a member of a couple, he or his partner becomes engaged in remunerative work, no account shall be taken of any period, during which he was not entitled to a jobseeker’s allowance[F386, income support or an employment and support allowance], not exceeding the permitted period, occurring on or after the date on which the claimant or, as the case may be, his partner attained [F389the qualifying age for state pension credit];
(c)no account shall be taken of any period occurring on or after the date on which the claimant or, if he is a member of a couple, he or his partner attained [F390the qualifying age for state pension credit] during which the claimant was not entitled to a jobseeker’s allowance[F386, income support or an employment and support allowance] because he or his partner was participating in arrangements for training made under section 2 of the Employment and Training Act 1973 or section 2 of the Enterprise and New Towns (Scotland) Act 1990 or participating in an employment rehabilitation programme established under that section of the 1973 Act;
Textual Amendments
F375Word in Sch. 6 para. 5 substituted (1.4.2001 for specified purposes, 2.4.2001 for specified purposes, 9.4.2001 in so far as not already in force) by The Social Security Amendment (Capital Limitsand Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(b)(i) (with reg. 4)
F376Words in Sch. 6 para. 5(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. 22(a)
F377Words in Sch. 6 para. 5(2) omitted (24.10.2005) by virtue of The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 12
F378Words in Sch. 6 para. 5(3)(a)(ii) 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. 22(a)
F379Words in Sch. 6 para. 5(3)(a)(ii) omitted (24.10.2005) by virtue of The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 12
F380Words in Sch. 6 para. 5(3)(b) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 15(2)(a)
F381Words in Sch. 6 para. 5(4)(a) 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. 22(a)
F382Words in Sch. 6 para. 5(4)(a) omitted (24.10.2005) by virtue of The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 12
F383Words in Sch. 6 para. 5(4)(b) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 15(2)(b)
F384Sch. 6 para. 5(5)(6) revoked (3.4.2000) by The Social Security (Miscellaneous Amendments) Regulations 2000 (S.I. 2000/681), regs. 1(1)(c), 12(b)
F385Words in Sch. 6 para. 5(7)(a)(i) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 15(2)(b)
F386Words in Sch. 6 para. 5(7) 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(26)
F3871973 c.50; section 2 was amended by section 25(1) of the Employment Act 1988 (c.19), Part I of Schedule 7 to the Employment Act 1989 (c.38), and section 47(1) of the Trade Union Reform and Employment Rights Act 1993 (c.19).
F389Words in Sch. 6 para. 5(7)(b) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 15(2)(b)
F390Words in Sch. 6 para. 5(7)(c) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 15(2)(b)
[F3916. In a case where the claimant is a lone parent and paragraph 5 does not apply,] [F392£20].
Textual Amendments
F391Sch. 6 para. 6 substituted (6.4.1998) by The Social Security Amendment (Lone Parents) Regulations 1998 (S.I. 1998/766), regs. 1(1), 15
F392Word in Sch. 6 para. 6 substituted (1.4.2001 for specified purposes, 2.4.2001 for specified purposes, 9.4.2001 in so far as not already in force) by The Social Security Amendment (Capital Limitsand Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(b)(ii)
7.—(1) In a case to which neither paragraph 5 or 6 applies to the claimant, and subject to sub-paragraph (2), where the claimant’s applicable amount includes an amount by way of the carer premium under Schedule 1 (applicable amounts), [F393£20] of the earnings of the person who is, or at any time in the preceding eight weeks was, in receipt of [F394carer’s allowance] or treated in accordance with paragraph 17(2) of that Schedule as being in receipt of [F394 carer’s allowance].
(2) Where the carer premium is awarded in respect of the claimant and of any partner of his, their earnings shall for the purposes of this paragraph be aggregated, but the amount to be disregarded in accordance with sub-paragraph (1) shall not exceed [F393£20] of the aggregated amount.
Textual Amendments
F393Word in Sch. 6 para. 7 substituted (1.4.2001 for specified purposes, 2.4.2001 for specified purposes, 9.4.2001 in so far as not already in force) by The Social Security Amendment (Capital Limits and Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(b)(iii)
8. Where the carer premium is awarded in respect of a claimant who is a member of a couple and whose earnings are less than [F395£20], but is not awarded in respect of the other member of the couple, and that other member is engaged in an employment—
(a)specified in paragraph 9(1), so much of the other member’s earnings as would not when aggregated with the amount disregarded under paragraph 7 exceed [F395£20];
(b)other than one specified in paragraph 9(1), so much of the other member’s earnings from such other employment up to £5 as would not when aggregated with the amount disregarded under paragraph 7 exceed [F395£20].
Textual Amendments
F395Word in Sch. 6 para. 8 substituted (1.4.2001 for specified purposes, 2.4.2001 for specified purposes, 9.4.2001 in so far as not already in force) by The Social Security Amendment (Capital Limitsand Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(b)(iv)
9.—(1) In a case to which none of paragraphs 5 to 8 applies to the claimant, [F396£20] of earnings derived from one or more employments as—
(a)[F397a part-time member of a fire brigade maintained in pursuance of the Fire Services Acts 1947 to 1959;]
[F398(aa)a part-time fire-fighter employed by a fire and rescue authority;]
[F399(aa)a part-time fire-fighter employed by a fire and rescue authority;]
[F400(ab)a part-time fire-fighter employed by a fire and rescue authority (as defined in section 1 of the Fire (Scotland) Act 2005 (asp 5)) or a joint fire and rescue board constituted by an amalgamation scheme made under section 2(1) of that Act;]
(b)an auxiliary coastguard in respect of coast rescue activities;
(c)a person engaged part-time in the manning or launching of a lifeboat;
(d)a member of any territorial or reserve force prescribed in Part I of [F401Schedule 6 to the Social Security (Contributions) Regulations 2001];
but, notwithstanding regulation 88 (calculation of income and capital of members of claimant’s family and of a polygamous marriage), if this paragraph applies to a claimant it shall not apply to his partner except to the extent specified in sub-paragraph (2).
(2) If the claimant’s partner is engaged in employment–
(a)specified in sub-paragraph (1), so much of his earnings as would not in aggregate with the amount of the claimant’s earnings disregarded under this paragraph exceed [F396£20];
(b)other than one specified in sub-paragraph (1), so much of his earnings from that employment up to £5 as would not in aggregate with the claimant’s earnings disregarded under this paragraph exceed [F396£20].
Textual Amendments
F396Word in Sch. 6 para. 9 substituted (1.4.2001 for specified purposes, 2.4.2001 for specified purposes, 9.4.2001 in so far as not already in force) by The Social Security Amendment (Capital Limitsand Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(b)(v)
F397Sch. 6 para. 9(1)(a) revoked (S.) (2.8.2005) by The Fire (Scotland) Act 2005 (Consequential Provisions and Modifications) Order 2005 (S.I. 2005/2060), art. 1(2)(f), Sch. para. 10(4)(a)
F398Sch. 6 para. 9(1)(aa) inserted (W.) (25.10.2005) by The Fire and Rescue Services Act 2004 (Consequential Amendments) (Wales) Order 2005 (S.I. 2005/2929), arts. 1(1), 36(4)
F399Sch. 6 para. 9(1)(aa) inserted (E.) (30.12.2004) by The Fire and Rescue Services Act 2004 (Consequential Amendments) (England) Order 2004 (S.I. 2004/3168), arts. 1(1), 36(4)
F400Sch. 6 para. 9(1)(ab) inserted (S.) (2.8.2005) by The Fire (Scotland) Act 2005 (Consequential Provisions and Modifications) Order 2005 (S.I. 2005/2060), art. 1(2)(f), Sch. para. 10(4)(b)
F401Words in Sch. 6 para. 9(d) substituted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 13(3)(c)
10. Where the claimant is engaged in one or more employments specified in paragraph 9(1) but his earnings derived from such employments are less than [F402£20] in any week and he is also engaged in any other part-time employment, so much of his earnings from that other employment up to £5 as would not in aggregate with the amount of his earnings disregarded under paragraph 9 exceed [F402£20].
Textual Amendments
F402Word in Sch. 6 para. 10 substituted (1.4.2001 for specified purposes, 2.4.2001 for specified purposes, 9.4.2001 in so far as not already in force) by The Social Security Amendment (Capital Limits and Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(b)(vi)
11. Where the claimant is a member of a couple F403...–
(a)in a case to which none of paragraphs 5 to 10 applies, £10; but, notwithstanding regulation 88 (calculation of income and capital of members of a claimant’s family and of a polygamous marriage), if this paragraph applies to a claimant it shall not apply to his partner except where, and to the extent that, the earnings of the claimant which are to be disregarded under this sub-paragraph are less than £10;
(b)in a case to which one or more of paragraphs 5 to 10 applies and the total amount disregarded under those paragraphs is less than £10, so much of the claimant’s earnings as would not in aggregate with the amount disregarded under paragraphs 5 to 10 exceed £10.
Textual Amendments
F403Words in Sch. 6 para. 11 omitted (7.10.1996) by virtue of The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), regs. 1(1), 19
12. In a case to which none of paragraphs 5 to 11 applies to the claimant, £5.
13. Notwithstanding the foregoing provisions of this Schedule, where two or more payments of the same kind and from the same source are to be taken into account in the same benefit week, because it has not been practicable to treat the payments under regulation 96(1)(b) (date on which income treated as paid) as paid on the first day of the benefit week in which they were due to be paid, there shall be disregarded from each payment the sum that would have been disregarded if the payment had been taken into account on the date on which it was due to be paid.
14. Any earnings derived from employment which are payable in a country outside the United Kingdom for such period during which there is a prohibition against the transfer to the United Kingdom of those earnings.
15. Where a payment of earnings is made in a currency other than sterling, any banking charge or commission payable in converting that payment into sterling.
16. Any earnings which are due to be paid before the date of claim and which would otherwise fall to be taken into account in the same benefit week as a payment of the same kind and from the same source.
17. Any earnings of a child or young person [F404except earnings to which paragraph 18 applies].
Textual Amendments
F404Words in Sch. 6 para. 17 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. 22(a)
18. [F405In the case of earnings of a child or young person who although not receiving full-time education for the purposes of section 142 of the Benefits Act (meaning of “child") is nonetheless treated for the purposes of these Regulations as receiving relevant education and who is engaged in remunerative work–
(a)if an amount by way of a disabled child premium under Schedule 1 (applicable amounts) isF406... included in the calculation of his applicable amount and his earning capacity is not, by reason of his disability, less than 75 per cent. of that which he would, but for that disability, normally be expected to earn, [F407£20];
(b)in any other case, £5.]
Textual Amendments
F405Sch. 6 para. 18 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. 22(b)
F406Words in Sch. 6 para. 18(a) 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. 22(b)
F407Word in Sch. 6 para. 18 substituted (1.4.2001 for specified purposes, 2.4.2001 for specified purposes, 9.4.2001 in so far as not already in force) by The Social Security Amendment (Capital Limitsand Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(b)(vii)
19. In the case of a claimant who–
(a)has been engaged in employment as a member of any territorial or reserve force prescribed in Part I of [F401Schedule 6 to the Social Security (Contributions) Regulations 2001]; and
(b)by reason of that employment has failed to satisfy any of the conditions of entitlement to a jobseeker’s allowance, other than the condition in section 2(1)(c) (prescribed amount of earnings) or section 3(1)(a) (income not in excess of applicable amount),
any earnings from that employment paid in respect of the period in which the claimant was not entitled to a jobseeker’s allowance.
Textual Amendments
F401Words in Sch. 6 para. 9(d) substituted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 13(3)(c)
20. In this Schedule “part-time employment" means employment in which the person is not to be treated as engaged in remunerative work under regulation 52 or 53 (persons treated as engaged, or not engaged, in remunerative work).
21. In paragraph 5(7)(b) “permitted period" means a period determined in accordance with regulation 3A of the Income Support Regulations F408, as it has effect by virtue of regulation 87(7) of these Regulations.
Textual Amendments
F408Regulation 3A was inserted by S.I. 1989/1678 and is amended by S.I. 1996/206.
Regulation 88ZA(4)
Textual Amendments
F409Sch. 6A inserted (19.3.2001) by The Jobseeker’s Allowance (Joint Claims) Regulations 2000 (S.I. 2000/1978), reg. 1(1), Sch. 2 para. 58
1.—(1) In a case to which this paragraph applies, [F410£20]; but notwithstanding regulation 88ZA (calculation of income and capital of members of a joint-claim couple), if this paragraph applies to one member of a joint-claim couple, it shall not apply to the other member except where, and to the extent that, the earnings of the member which are to be disregarded under this paragraph are less than [F410£20].
(2) This paragraph applies where the joint-claim couple’s applicable amount includes, or but for one member being an in-patientF411... F412... would include, an amount by way of a disability premium under Schedule 1 (applicable amounts).
(3) This paragraph applies where—
(a)the joint-claim couple’s applicable amount would include—
(i)an amount by way of the disability premium under Schedule 1 but for the higher pensioner premium under that Schedule being applicable; or
(ii)had a member of that couple not been an in-patientF413...F414..., the higher pensioner premium under that Schedule and had that been the case, the joint-claim couple would also satisfy the condition in (i) above; and
(b)either member [F415has not attained the qualifying age for state pension credit] and at least one is engaged in part-time employment.
(4) This paragraph applies where—
(a)the joint-claim couple’s applicable amount includes, or but for a member being an in-patientF416... F417... would include, an amount by way of the higher pensioner premium under Schedule 1; and
(b)either member has attained [F418the qualifying age for state pension credit]; and
(c)immediately before attaining that age either, or as the case may be both, members were engaged in part-time employment and the joint-claimant was entitled by virtue of sub-paragraph (2) or (3) to a disregard of [F410£20]; and
(d)either, or as the case may be both, members have continued in part-time employment.
(5) For the purposes of this paragraph—
(a)except where paragraph (b) or (c) applies, no account shall be taken of any period not exceeding eight consecutive weeks occurring—
(i)on or after the date on which either member attained [F419the qualifying age for state pension credit] during which either member was, or both members were, not engaged in part-time employment or either member was, or both members were, not entitled to a jobseeker’s allowance or[F420, income support or an employment and support allowance]; or
(ii)immediately after the date on which either member ceased to participate in arrangements for training made under section 2 of the Employment and Training Act 1973 or section 2 of the Enterprise and New Towns (Scotland) Act 1990 or ceased to participate in an employment rehabilitation programme established under that section of the 1973 Act;
(b)in a case where either or both members have ceased to be entitled to a jobseeker’s allowance or[F420, income support or an employment and support allowance] because either member becomes engaged in remunerative work, no account shall be taken of any period during which either or both members were not entitled to a jobseeker’s allowance or[F420, income support or an employment and support allowance], not exceeding the permitted period, occurring on or after the date on which either member attained [F421the qualifying age for state pension credit];
(c)no account shall be taken of any period occurring on or after the date on which either member attained [F422the qualifying age for state pension credit] during which either or both members were not entitled to a jobseeker’s allowance or[F420, income support or an employment and support allowance] because either or both members were participating in arrangements for training made under section 2 of the Employment and Training Act 1973 or section 2 of the Enterprise and New Towns (Scotland) Act 1990 or participating in an employment rehabilitation programme established under that section of the 1973 Act.
Textual Amendments
F410Word in Sch. 6A para. 1 substituted (1.4.2001 for specified purposes, 2.4.2001 for specified purposes, 9.4.2001 in so far as not already in force) by The Social Security Amendment (Capital Limitsand Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(c)(i)
F411Words in Sch. 6A para. 1(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. 23
F412Words in Sch. 6A para. 1(2) omitted (24.10.2005) by virtue of The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 13
F413Words in Sch. 6A para. 1(3)(a)(ii) 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. 23
F414Words in Sch. 6A para. 1(3)(a)(ii) omitted (24.10.2005) by virtue of The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 13
F415Words in Sch. 6A para. 1(3)(b) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 16(2)(a)
F416Words in Sch. 6A para. 1(4)(a) 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. 23
F417Words in Sch. 6A para. 1(4)(a) omitted (24.10.2005) by virtue of The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 13
F418Words in Sch. 6A para. 1(4)(b) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 16(2)(b)
F419Words in Sch. 6A para. 1(5)(a)(i) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 16(2)(b)
F420Words in Sch. 6A para. 1(5) 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(27)
F421Words in Sch. 6A para. 1(5)(b) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 16(2)(b)
F422Words in Sch. 6A para. 1(5)(c) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 16(2)(b)
2.—(1) In a case where paragraph 1 does not apply to a member of a joint-claim couple and subject to sub-paragraph (2), where the joint-claim couple’s applicable amount includes an amount by way of the carer premium under Schedule 1 (applicable amounts), [F423£20] of the earnings of the person who is, or at any time in the preceding eight weeks was, in receipt of [F424a] [F424carer’s allowance] or treated in accordance with paragraph 20J(2) of that Schedule as being in receipt of [F424a] [F424carer’s allowance].
(2) Where the carer premium is awarded in respect of a joint-claim couple, the earnings of each member shall for the purposes of this paragraph be aggregated but the amount to be disregarded in accordance with sub-paragraph (1) shall not exceed [F423£20] of the aggregated amount.
Textual Amendments
F423Word in Sch. 6A para. 2 substituted (1.4.2001 for specified purposes, 2.4.2001 for specified purposes, 9.4.2001 in so far as not already in force) by The Social Security Amendment (Capital Limitsand Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(c)(ii)
3.—(1) In the case to which neither paragraph 1 nor 2 applies to a member of a joint-claim couple (“the first member”), [F425£20] of earnings derived from one or more employments to which paragraph 9 of Schedule 6 applies but, notwithstanding regulation 88ZA (calculation of income and capital of a joint-claim couple), if this paragraph applies to one member of a joint-claim couple it shall not apply to the other member except to the extent specified in sub-paragraph (2).
(2) If the other member is engaged in employment—
(a)specified in sub-paragraph (1), so much of his earnings as would not in aggregate with the amount of the first member’s earnings disregarded under this paragraph exceed [F425£20];
(b)other than one specified in sub-paragraph (1), so much of his earnings from that employment up to £5 as would not in aggregate with the first member’s earnings disregarded under this paragraph exceed [F425£20.]
Textual Amendments
F425Word in Sch. 6A para. 3 substituted (1.4.2001 for specified purposes) by The Social Security Amendment (Capital Limits and Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(c)(iii)
4. Where a member of a joint-claim couple is engaged in one or more employments specified in paragraph 3(1) but his earnings derived from such employments are less than [F426£20] in any week and he is also engaged in any other part-time employment, so much of his earnings from that other employment up to £5 as would not in aggregate with the amount of his earnings disregarded under paragraph 3 exceed [F426£20].
Textual Amendments
F426Word in Sch. 6A para. 4 substituted (1.4.2001 for specified purposes, 2.4.2001 for specified purposes, 9.4.2001 in so far as not already in force) by The Social Security Amendment (Capital Limitsand Earnings Disregards) Regulations 2000 (S.I. 2000/2545), regs. 1(1)(a)(ii)(b)(c), 3, Sch. para. 3(c)(iv)
5. In the case of a member of a joint-claim couple who—
(a)has been engaged in employment as a member of any territorial or reserve force prescribed in Part I of [F427Schedule 6 to the Social Security (Contributions) Regulations 2001]; and
(b)by reason of that employment, the joint-claim couple have failed to satisfy any of the conditions of entitlement to a joint-claim jobseeker’s allowance, other than the condition in section 3A(1)(a) (income not in excess of applicable amount),
any earnings from that employment paid in respect of the period in which the joint-claim couple were not entitled to a joint-claim jobseeker’s allowance.
Textual Amendments
F427Words in Sch. 6A para. 5(a) substituted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 13(3)(d)
6.—(1) In a case where none of paragraphs 1 to 5 apply, £10 but, notwithstanding regulation 88ZA (calculation of income and capital of joint-claim couples), if this paragraph applies to one member of a joint-claim couple, it shall not apply to the other member except where, and to the extent that, the earnings of the member which are to be disregarded under this sub-paragraph are less than £10.
(2) In a case where one or more of paragraphs 1 to 5 apply and the total amount disregarded under those paragraphs is less than £10, so much of the earnings of the member of a joint-claim couple as would not in aggregate with the amount disregarded under paragraphs 1 to 5 exceed £10.
7. In this Schedule, “part-time employment” and “permitted period” shall bear the meanings prescribed respectively in paragraphs 20 and 21 of Schedule 6.]
Regulation 103(2)
Modifications etc. (not altering text)
C66Sch. 7 para. 65 modified (temp.) (29.11.1999) by The Social Security (New Deal Pilot) Regulations 1999 (S.I. 1999/3156), regs. 1(1), 16 (with regs. 1(2), 11, 19)
1. Any amount paid by way of tax on income which is taken into account under regulation 103 (calculation of income other than earnings).
2. Any payment in respect of any expenses incurred[F428, or to be incurred,] by a claimant who is—
(a)engaged by a charitable or voluntary organisation; or
(b)a volunteer,
if he otherwise derives no remuneration or profit from the employment and is not to be treated as possessing any earnings under regulation 105(13) (notional income).
Textual Amendments
F428Words in Sch. 7 para. 2 inserted (24.9.2001) by The Social Security Amendment (Volunteers) Regulations 2001 (S.I. 2001/2296), regs. 1, 2(1)(2)(d)
[F4292A. Any payment in respect of expenses arising out of the claimant’s participation in a service user group.]
Textual Amendments
F429Sch. 7 para. 2A inserted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(b), 4(15)(a)
3. In the case of employment as an employed earner, any payment in respect of expenses wholly, exclusively and necessarily incurred in the performance of the duties of the employment.
4. In the case of a payment of [F430statutory paternity pay by virtue of Part 12ZA of the Benefits Act, statutory adoption pay by virtue of Part 12ZB of the Benefits Act,] statutory sick pay or statutory maternity pay or any remuneration paid by or on behalf of an employer to the claimant who for the time being is unable to work due to illness or maternity [F431or who is taking paternity leave or adoption leave]—
(a)any amount deducted by way of primary Class 1 contributions under the Benefits Act;
(b)one-half of any sum paid by the claimant by way of a contribution towards an occupational or personal pension scheme.
Textual Amendments
F430Words in Sch. 7 para. 4 inserted (8.12.2002) by The Social Security (Paternity and Adoption) Amendment Regulations 2002 (S.I. 2002/2689), regs. 1(1)(b), 3(6)(a)(i)
F431Words in Sch. 7 para. 4 added (8.12.2002) by The Social Security (Paternity and Adoption) Amendment Regulations 2002 (S.I. 2002/2689), regs. 1(1)(b), 3(6)(a)(ii)
5. In the case of the payment of statutory sick pay or statutory maternity pay under Parts XI or XII of the Social Security Contributions and Benefits (Northern Ireland) Act 1992[F432, or a payment under any enactment having effect in Northern Ireland corresponding to a payment of statutory paternity pay or statutory adoption pay]F433–
(a)any amount deducted by way of primary Class 1 contributions under that Act;
(b)one-half of any sum paid by way of a contribution towards an occupational or personal pension scheme.
Textual Amendments
F432Words in Sch. 7 para. 5 inserted (8.12.2002) by The Social Security (Paternity and Adoption) Amendment Regulations 2002 (S.I. 2002/2689), regs. 1(1)(b), 3(6)(b)
6. Any housing benefit [F434to which the claimant is entitled].
Textual Amendments
F434Words in Sch. 7 para. 6 added (4.4.2005) by The Social Security (Miscellaneous Amendments) Regulations 2005 (S.I. 2005/574), regs. 1(1), 6(5)(a)
[F4356A. Any guardian’s allowance]
Textual Amendments
F435Sch. 7 para. 6A 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. 23(a)
[F4366B. –
(1) Any child tax credit.
(2) Any child benefit.]
[F437(3) Any increase in respect of a dependent child or dependent young person under section 80 or 90 of the Benefits Act where—
(a)the claimant has a child or young person who is a member of the claimant’s family for the purposes of the claimant’s claim for income-based jobseeker’s allowance, and
(b)the claimant, or that claimant’s partner, has been awarded a child tax credit.]
Textual Amendments
F436Sch. 7 para. 6B inserted (for specified purposes and with effect in accordance with reg. 1(6)(7)(8) 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. 23(b)
F437Sch. 7 para. 6B(3) added (for specified purposes and with effect in accordance with reg. 1(3) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), reg. 4(5)(a)
[F4386C.—(1) £1.20 in relation to each week in which child benefit is payable to the claimant at the enhanced rate in respect of a child or qualifying young person for whom the claimant is treated as responsible.
(2) 65 pence in relation to each week in which child benefit is payable to the claimant other than at the enhanced rate in respect of a child or qualifying young person for whom the claimant is treated as responsible (and if there is more than one, 65 pence in relation to each such child or young person).
(3) This paragraph does not apply to a claimant in relation to whom regulation 3 of, and Schedule 2 to, the Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) Regulations 2003 have effect.
(4) In this paragraph—
“child” and “qualifying young person” have the meanings given in section 142 of the Contributions and Benefits Act;
“treated as responsible” is to be construed in accordance with section 143 of that Act;
“the enhanced rate” has the meaning given in regulation 2(1)(a) of the Child Benefit (Rates) Regulation 2006.]
Textual Amendments
F438Sch. 7 para. 6C inserted (temp. until 6/4/2009) (5.1.2009) by The Social Security (Child Benefit Disregard) Regulations 2008 (S.I. 2008/3140), regs. 1(2), 3(2)
[F4397. The mobility component of disability living allowance.]
Textual Amendments
F439Sch. 7 para. 7 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(a)
8. Any concessionary payment made to compensate for the non-payment of—
(a)any payment specified in paragraph 7 or 10;
[F440(b)income support;
(c)an income-based jobseeker’s allowance; or
(d)an income-related employment and support allowance.]
Textual Amendments
F440Sch. 7 para. 8(b), (c)(d) substituted for Sch. 7 para. 8(b) (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(10)(b)
9. Any mobility supplement or any payment intended to compensate for the non-payment of such a supplement.
10. Any attendance allowance or the care component of disability living allowanceF441....
Textual Amendments
F441Words in Sch. 7 para. 10 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. 24(a)
11. Any payment to the claimant as holder of the Victoria Cross or George Cross or any analogous payment.
[F44212.—(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)[F443directions 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; or]
(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.
(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)[F444directions 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 made pursuant to any provision specified in sub-paragraph (1).]
Textual Amendments
F442Sch. 7 para. 12 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(3)
[F44512A. Any payment made to the claimant by way of repayment under regulation 11(2) of the Education (Teacher Student Loans) (Repayment etc) Regulations 2002.]
Textual Amendments
13. In the case of a claimant to whom regulation 11 (part-time students) applies, any sums intended for any expenditure specified in paragraph (2) of regulation 131 (calculation of grant income) necessary as a result of his attendance on his course.
[F44614.—(1) 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 except a payment—
(a)made as a substitute for income support, a jobseeker’s allowance, incapacity benefit[F447, severe disablement allowance or employment and support allowance];
(b)of an allowance referred to in section 2(3) of the Employment and Training Act 1973 or section 2(5) of the Enterprise and New Towns (Scotland) Act 1990;
(c)intended to meet the cost of living expenses which relate to any one or more of the items specified in sub-paragraph (2) whilst a claimant is participating in an education, training or other scheme to help him enhance his employment prospects unless the payment is a Career Development Loan paid pursuant to section 2 of the Employment and Training Act 1973 and the period of education or training or the scheme, which is supported by that loan, has been completed; or
(d)made in respect of the cost of living away from home to the extent that the payment relates to rent for which housing benefit is payable in respect of accommodation which is not normally occupied by the claimant as his home.
(2) The items specified in this sub-paragraph for the purposes of sub-paragraph (1)(c) 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), 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 this paragraph, “ordinary clothing or 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
F446Sch. 7 para. 14 substituted (1.4.2004) by The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(3)(a)
F447Words in Sch. 7 para. 14(1)(a) 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(28)(b)
15.—[F448(1) Subject to sub-paragraph (3) and paragraph 41, any relevant payment made or due to be made at regular intervals.]
F449(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(3) [F450Sub-paragraph (1)] shall not apply–
(a)to a payment which is made by a person for the maintenance of any member of his family or of his former partner or of his children;
(b)to a payment made–
(i)to a person who is, or would be, prevented from being entitled to a jobseeker’s allowance by section 14 (trade disputes); or
(ii)to a member of the family of such a person where the payment is made by virtue of that person’s involvement in the trade dispute.
F449(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F449(5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[F451(5A) In this paragraph, “relevant payment” means—
(a)a charitable payment;
(b)a voluntary payment;
(c)a payment (not falling within sub-paragraph (a) or (b) above) from a trust whose funds are derived from a payment made in consequence of any personal injury to the claimant;
(d)a payment under an annuity purchased—
(i)pursuant to any agreement or court order to make payments to the claimant; or
(ii)from funds derived from a payment made,
in consequence of any personal injury to the claimant; or
(e)a payment (not falling within sub-paragraphs (a) to (d) above) received by virtue of any agreement or court order to make payments to the claimant in consequence of any personal injury to the claimant.]
F452(6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F448Sch. 7 para. 15(1) 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(12)(a)(i)
F449Sch. 7 para. 15(2)(4)(5) omitted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by virtue of The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 13(12)(a)(iii)
F450Words in Sch. 7 para. 15(3) 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(12)(a)(ii)
F45316. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F453Sch. 7 para. 16 omitted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by virtue of The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 13(12)(b)
F45416A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
[F45517. Subject to paragraphs 38 and 39, £10 of any of the following, namely—
(a)a war disablement pension (except insofar as such a pension falls to be disregarded under paragraph 9 or 10);
(b)a war widow’s pension or war widower’s pension;
(c)a pension payable to a person as a widow, widower or surviving civil partner under any power of Her Majesty otherwise than under an enactment to make provision about pensions for or in respect of persons who have been disabled or have died in consequence of service as members of the armed forces of the Crown;
(d)a guaranteed income payment and, if the amount of that payment has been abated to less than £10 by a [F456pension or payment falling within article 31(1)(a) or (b) of the Armed Forces and Reserve Forces (Compensation Scheme) Order 2005], so much of [F457that pension or payment] as would not, in aggregate with the amount of [F458any] guaranteed income payment disregarded, exceed £10;
(e)a payment made to compensate for the non-payment of such a pension or payment as is mentioned in any of the preceding sub-paragraphs;
(f)a pension paid by the government of a country outside Great Britain which is analogous to any of the pensions or payments mentioned in sub-paragraphs (a) to (d) above;
(g)a pension paid to victims of National Socialist persecution under any special provision made by the law of the Federal Republic of Germany, or any part of it, or of the Republic of Austria;
(h)any widowed mother’s allowance paid pursuant to section 37 of the Benefits Act;
(i)any widowed parent’s allowance paid pursuant to section 39A of the Benefits Act.]
Textual Amendments
F455Sch. 7 para. 17 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(10)(d)
F456Words in Sch. 7 para. 17(d) 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. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(b), 4(15)(b)(i)
F457Words in Sch. 7 para. 17(d) 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. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(b), 4(15)(b)(ii)
F458Word in Sch. 7 para. 17(d) 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. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(b), 4(15)(b)(iii)
18. Where a claimant receives income under an annuity purchased with a loan which satisfies the following conditions—
(a)that the loan was made as part of a scheme under which not less than 90 per cent. of the proceeds of the loan were applied to the purchase by the person to whom it was made of an annuity ending with his life or with the life of the survivor of two or more persons (in this paragraph referred to as “the annuitants") who include the person to whom the loan was made;
(b)that the interest on the loan is payable by the person to whom it was made or by one of the annuitants;
(c)that at the time the loan was made the person to whom it was made or each of the annuitants had attained the age of 65;
(d)that the loan was secured on a dwelling in Great Britain and the person to whom the loan was made or one of the annuitants owns an estate or interest in that dwelling; and
(e)that the person to whom the loan was made or one of the annuitants occupies the accommodation on which it was secured as his home at the time the interest is paid,
the amount, calculated on a weekly basis equal to—
(i)where, or insofar as, section 369 of the Income and Corporation Taxes Act 1988 F459 (mortgage interest payable under deduction of tax) applies to the payments of interest on the loan, the interest which is payable after deduction of a sum equal to income tax on such payments at the applicable percentage of income tax within the meaning of section 369(1A) of that Act;
(ii)in any other case the interest which is payable on the loan without deduction of such a sum.
Textual Amendments
F4591988 c.1; subsection (1A) was inserted by the Finance Act 1994 (c.9), section 81(3).
19. Any payment made to the claimant by a person who normally resides with the claimant, which is a contribution towards that person’s living and accommodation costs, except where that person is residing with the claimant in circumstances to which paragraph 20 or 21 refers.
20. Where the claimant occupies a dwelling as his home and the dwelling is also occupied by another person and there is a contractual liability to make payments to the claimant in respect of the occupation of the dwelling by that person or a member of his family—
[F460(a)where the aggregate of any payments made in respect of any one week in respect of the occupation of the dwelling by that person or a member of his family, or by that person and a member of his family, is less than £20, the whole of that amount; or
(b)where the aggregate of any such payments is £20 or more per week, £20.]
Textual Amendments
F460Sch. 7 para. 20(a)(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. 5) Regulations 2007 (S.I. 2007/2618), regs. 1(2), 8(15)
21. Where the claimant occupies a dwelling as his home and he provides in that dwelling board and lodging accommodation, an amount, in respect of each person for whom such accommodation is provided for the whole or any part of a week, equal to—
(a)where the aggregate of any payments made in respect of any one week in respect of such accommodation provided to such person does not exceed £20, 100% of such payments; or
(b)where the aggregate of any such payments exceeds £20, £20 and 50% of the excess over £20.
22.—(1) [F461Subject to sub-paragraphs (2) and (3)], except where [F462regulation 103(6)(b) (provision of support under section 95 or 98 of the Immigration and Asylum Act including support provided by virtue of regulations made under Schedule 9 to that Act in the calculation of income other than earnings) or] regulation 105(10)(a)(i) (notional income) applies or in the case of a payment made—
(a)to a person who is, or would be, prevented from being entitled to a jobseeker’s allowance by section 14 (trade disputes); or
(b)to a member of the family of such a person where the payment is made by virtue of that person’s involvement in the trade dispute,
any income in kind.
(2) The exceptions under sub-paragraph (1) shall not apply where the income in kind is received from the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments) (No.2) Trust, the Fund, the Eileen Trust [F463, MFET Limited] or the Independent Living [F464Fund (2006)].
[F465(3) The first exception under sub-paragraph (1) shall not apply where the claimant is the partner of a person subject to immigration control and whose partner is receiving support provided under section 95 or 98 of the Immigration and Asylum Act including support provided by virtue of regulations made under Schedule 9 to that Act and the income in kind is support provided in respect of essential living needs of the partner of the claimant and his dependants (if any) as is specified in regulations made under paragraph 3 of Schedule 8 to the Immigration and Asylum Act.]
[F466(4) The reference in sub-paragraph (1) to “income in kind” does not include a payment to a third party made in respect of the claimant which is used by the third party to provide benefits in kind to the claimant.]
Textual Amendments
F461Words in Sch. 7 para. 22(1) substituted (3.4.2000) by The Social Security (Immigration and Asylum) Consequential Amendments Regulations 2000 (S.I. 2000/636), regs. 1(2), reg. 4(9)(a)
F462Words in Sch. 7 para. 22(1) added (3.4.2000) by The Social Security (Immigration and Asylum) Consequential Amendments Regulations 2000 (S.I. 2000/636), regs. 1(2), 4(9)(b)
F463Words in Sch. 7 para. 22(2) inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(3)(f)
F464Words in Sch. 7 para. 22(2) substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(7)(e)
F465Sch. 7 para. 22(3) added (3.4.2000) by The Social Security (Immigration and Asylum) Consequential Amendments Regulations 2000 (S.I. 2000/636), regs. 1(2), 4(9)(c)
23.—(1) Any income derived from capital to which the claimant is, or is treated under regulation 115 (capital jointly held) as, beneficially entitled but, subject to sub-paragraph (2), not income [F467derived] from capital disregarded under paragraph 1, 2, 4 to 8, 11 or 17 of Schedule 8.
(2) Income derived from capital disregarded under paragraph 2 or 4 to 8 of Schedule 8 but only to the extent of—
(a)any mortgage repayments made in respect of the dwelling or premises in the period during which that income accrued; or
(b)any council tax or water charges which the claimant is liable to pay in respect of the dwelling or premises and which are paid in the period during which that income accrued.
(3) The definition of “water charges" in regulation 1(3) shall apply to sub-paragraph (2) with the omission of the words “in so far as such charges are in respect of the dwelling which a person occupies as his home".
Textual Amendments
F467Word in Sch. 7 para. 23(1) inserted (7.10.1996) by The Jobseeker’s Allowance (Amendment) Regulations 1996 (S.I. 1996/1516), reg. 1(1), Sch. Pt. 2
24. Any income which is payable in a country outside the United Kingdom for such period during which there is prohibition against the transfer to the United Kingdom of that income.
25. Where a payment of income is made in a currency other than sterling, any banking charge or commission payable in converting that payment into sterling.
26.—(1) Any payment made to the claimant in respect of a child or young person who is a member of his family—
(a)[F468pursuant to regulations under section 2(6)(b), 3 or 4 of the Adoption and Children Act 2002 or in accordance] with a scheme approved by the [F469Scottish Ministers under section 51A] of the Adoption (Scotland) Act 1978 F470 (schemes for payment of allowances to adopters);
F471(b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[F472(ba)which is a payment made by a local authority in Scotland in pursuance of section 50 of the Children Act 1975 (payments towards maintenance of children);]
(c)which is a payment made by a local authority in pursuance of section 15(1) of, and paragraph 15 of Schedule 1 to, the Children Act 1989 F473 (local authority contribution to a child’s maintenance where the child is living with a person as a result of a residence order);
[F474(d)which is a payment made by an authority, as defined in Article 2 of the Children Order, in pursuance of Article 15 of, and paragraph 17 of Schedule 1 to, that Order (contribution by an authority to child’s maintenance);]
[F475(e)in accordance with regulations made pursuant to section 14F of the Children Act 1989 (special guardianship support services);]
[F476to the extent specified in sub-paragraph (2)].
[F477(1A) Any payment, other than a payment to which sub-paragraph (1)(a) applies, made to the claimant pursuant to regulations under section 2(6)(b), 3 or 4 of the Adoption and Children Act 2002.]
(2) [F478In the case of a child or young person–
(a)to whom regulation 106(5) (capital in excess of £3,000) applies, the whole payment;
(b)to whom that regulation does not apply, so much of the weekly amount of the payment as exceeds the applicable amount in respect of that child or young person and where applicable to him any amount by way of a disabled child premium.]
Textual Amendments
F468Words in Sch. 7 para. 26(1)(a) substituted (30.12.2005) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2005 (S.I. 2005/2465), regs. 1(3)(b), 3(8)(b)
F469Words in Sch. 7 para. 26(1)(a) substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(e)(i)
F471Sch. 7 para. 26(1)(b) omitted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(e)(ii)
F472Sch. 7 para. 26(1)(ba) inserted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(b), 4(15)(c)
F474Sch. 7 para. 26(1)(d) added (coming into force in accordance with reg. 1(2)(3)(4)(5)(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 1998 (S.I. 1998/563), regs. 1, 7(1)(2)(e)
F475Sch. 7 para. 26(1)(e) added (4.10.2004) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2004 (S.I. 2004/2308), regs. 1(1), 4(3)(4)(b)
F476Words in Sch. 7 para. 26(1) 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. 23(c)
F477Sch. 7 para. 26(1A) substituted (30.12.2005) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2005 (S.I. 2005/2465), regs. 1(3)(b), 3(8)(c)
F478Sch. 7 para. 26(2) 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. 23(c)
[F47926A. In the case of a claimant who has a child or young person–
(a)who is a member of his family, and
(b)who is residing at an educational establishment at which he is receiving relevant education,
any payment made to that educational establishment, in respect of that child or young person’s maintenance by or on behalf of a person who is not a member of the family or by a member of the family out of funds contributed for that purpose by a person who is not a member of the family.]
Textual Amendments
F479Sch. 7 para. 26A inserted (for specified purposes and with effect in accordance with reg. 1(6)(7)(8) 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. 23(d)
[F48027. Any payment made to the claimant with whom a person is accommodated by virtue of arrangements made—
(a)by a local authority under—
(i)section 23(2)(a) of the Children Act 1989 (provision of accommodation and maintenance for a child whom they are looking after),
(ii)section 26 of the Children (Scotland) Act 1995 (manner of provision of accommodation to child looked after by local authority), or
(iii)regulations 33 or 51 of the Looked After Children (Scotland) Regulations 2009 (fostering and kinship care allowances and fostering allowances); or
(b)by a voluntary organisation under section 59(1)(a) of the Children Act 1989 (provision of accommodation by voluntary organisations).]
Textual Amendments
F480Sch. 7 para. 27 substituted (1.11.2010) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), regs. 1(2), 4(5)(b)
[F48128. Any payment made to the claimant or his partner for a person (“the person concerned"), who is not normally a member of the claimant’s household but is temporarily in his care, by—.
(a)a health authority;
(b)a local authority [F482but excluding payments of housing benefit made in respect of the person concerned];
(c)a voluntary organisation; or
(d)the person concerned pursuant to section 26(3A) of the National Assistance Act 1948 F483...
(e)a primary care trust established under section 16A of the National Health Service Act [F4841977 or established by an order made under section 18(2)(c) of the Health Service Act; or]
[F485(f)a Local Health Board established under section 16BA of the National Health Service Act 1977 or established by an order made under section 11 of the Health Service (Wales) Act.]]
Textual Amendments
F481Sch. 7 para. 28 substituted (coming into force in accordance with reg. 1(2)(3)(4)(5)(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 1998 (S.I. 1998/563), regs. 1, 7(3)(4)(f)
F482Words in Sch. 7 para. 28(b) added (4.4.2005) by The Social Security (Miscellaneous Amendments) Regulations 2005 (S.I. 2005/574), regs. 1(1), 6(5)(b)
F483Word in Sch. 7 para. 28(d) omitted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(f)(i)
F484Words in Sch. 7 para. 28(e) substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(f)(ii)
[F48629.—(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, or
(c)section [F48722,] 29 or 30 of the Children (Scotland) Act 1995.
(2) Any payment (or part of a payment) made by a local authority in accordance with section 23C of the Children Act 1989 or section [F48822 or] 29 of the Children (Scotland) Act 1995 (local authorities’ duty to promote welfare of children and powers to grant financial assistance to persons in, or formerly in, their care) 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
(b)is aged 18 or over, and
(c)continues to live with the claimant.]
Textual Amendments
F486Sch. 7 para. 29 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(16)(a)
F487Word in Sch. 7 para. 29(1)(c) inserted (1.11.2010) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), regs. 1(2), 4(5)(c)(i)
F488Words in Sch. 7 para. 29(2)(c) inserted (1.11.2010) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), regs. 1(2), 4(5)(c)(ii)
30.—(1) Subject to sub-paragraph (2), any payment received under an insurance policy, taken out to insure against the risk of being unable to maintain repayments on a loan which qualifies under paragraph 14 or 15 of Schedule 2 (housing costs in respect of loans to acquire an interest in the dwelling, or for repairs and improvements to the dwelling, occupied as the home) and used to meet such repayments, to the extent that it does not exceed the aggregate of—
(a)the amount, calculated on a weekly basis, of any interest on that loan which is in excess of the amount met in accordance with Schedule 2 (housing costs);
(b)the amount of any payment, calculated on a weekly basis, due on the loan attributable to the repayment of capital; and
(c)any amount due by way of premiums on–
(i)that policy, or
(ii)an insurance policy taken out to insure against loss or damage to any building or part of a building which is occupied by the claimant as his home.
(2) This paragraph shall not apply to any payment which is treated as possessed by the claimant by virtue of regulation 105(10)(a)(ii) (notional income).
31.—(1) Except where paragraph 30 [F489or 31A] applies, and subject to sub-paragraph (2), any payment made to the claimant which is intended to be used and is used as a contribution towards—
(a)any payment due on a loan if secured on the dwelling occupied as the home which does not qualify under Schedule 2 (housing costs);
(b)any interest payment or charge which qualifies in accordance with paragraphs 14 to 16 of Schedule 2 to the extent that the payment or charge is not met;
(c)any payment due on a loan which qualifies under paragraph 14 or 15 of Schedule 2 attributable to the payment of capital;
(d)any amount due by way of premiums on–
(i)an insurance policy taken out to insure against the risk of being unable to make the payments referred to in (a) to (c) above, or
(ii)an insurance policy taken out to insure against loss or damage to any building or part of a building which is occupied by the claimant as his home;
(e)his rent in respect of the dwelling occupied by him as his home but only to the extent that it is not met by housing benefit; or his accommodation charge but only to the extent that the actual charge [F490exceeds] the amount payable by a local authority in accordance with Part III of the National Assistance Act 1948 F491.
(2) This paragraph shall not apply to any payment which is treated as possessed by the claimant by virtue of regulation 105(10)(a)(ii) (notional income).
Textual Amendments
F489Words in Sch. 7 para. 31(1) inserted (1.6.1998 for specified purposes) by The Social Security (Miscellaneous Amendments) (No.3) Regulations 1998 (S.I. 1998/1173), regs. 1(5), 5(a)
F490Word in Sch. 7 para. 31(1)(e) substituted (8.4.2002) by The Social Security Amendment (Residential Care and Nursing Homes) Regulations 2001 (S.I. 2001/3767), Sch. Pt. 2 para. 24(e)
[F49231A.—(1) Subject to sub-paragraph (2), any payment received under an insurance policy, other than an insurance policy referred to in paragraph 30, taken out to insure against the risk of being unable to maintain repayments under a regulated agreement as defined for the purposes of the Consumer Credit Act 1974 or under a hire-purchase agreement or a conditional sale agreement as defined for the purposes of Part III of the Hire-Purchase Act 1964.
(2) A payment referred to in sub-paragraph (1) shall only be disregarded to the extent that the payment received under that policy does not exceed the amounts, calculated on a weekly basis, which are used to—
(a)maintain the repayments referred to in sub-paragraph (1); and
(b)meet any amount due by way of premiums on that policy.]
Textual Amendments
F492Sch. 7 para. 31A inserted (1.6.1998 for specified purposes) by The Social Security (Miscellaneous Amendments) (No.3) Regulations 1998 (S.I. 1998/1173), regs. 1(5), 5(b)
32.—(1) Subject to sub-paragraphs (2) and (3), in the case of a claimant [F493residing in a care home, an Abbeyfield Home or an independent hospital], any payment, [F494except a charitable or voluntary payment disregarded under paragraph 15] F495..., made to the claimant which is intended to be used and is used to meet the cost of maintaining the claimant in that home [F496or hospital].
(2) This paragraph shall not apply to a claimant for whom accommodation in a [F497care home, an Abbeyfield Home or an independent hospital] is provided by a local authority under section 26 of the National Assistance Act 1948 or section 59 of the Social Work (Scotland) Act 1968F498....
(3) The amount to be disregarded under this paragraph shall not exceed the difference between—
[F499(a)the claimant’s applicable amount; and]
(b)the weekly charge for the accommodation.
Textual Amendments
F493Words in Sch. 7 para. 32(1) substituted (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 14(b)(i)
F494Words in Sch. 7 para. 32(1) substituted (2.4.2007) by The Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(2), 3(11)
F495Words in Sch. 7 para. 32(1) omitted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by virtue of The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 13(12)(d)
F496Words in Sch. 7 para. 32(1) inserted (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 14(b)(i)
F497Words in Sch. 7 para. 32(2) substituted (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 14(b)(ii)
F498Words in Sch. 7 para. 32(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. 24(f)(i)
33. Any social fund payment made pursuant to Part VIII of the Benefits Act.
34. Any payment of income which under regulation 110 (income treated as capital) is to be treated as capital.
35. Any payment under Part X of the Benefits Act (pensioner’s Christmas bonus).
36. In the case of a person who is, or would be, prevented from being entitled to a jobseeker’s allowance by section 14 (trade disputes), any payment up to the amount of the prescribed sum within the meaning of section 15(2)(d) made by a trade union.
37. Any payment which is due to be paid before the date of claim which would otherwise fall to be taken into account in the same benefit week as a payment of the same kind and from the same source.
38. The total of a claimant’s income or, if he is a member of a family, the family’s income and the income of any person which he is treated as possessing under regulation 88(4) (calculation of income and capital of members of claimant’s family and of a polygamous marriage) to be disregarded under regulations 132(2)(b) and 133(1)(c) (calculation of covenant income where a contribution assessed), regulation 136(2) (treatment of student loans)[F500, regulation 136A(3) (treatment of payments from access funds)] and [F501paragraph 17] shall in no case exceed £20 per [F502benefit week].
Textual Amendments
F500Words in Sch. 7 para. 38 inserted (for specified purposes and with effect in accordance with reg. 1(bi) of the amending S.I.) by The Social Security Amendment (Students and Income-related Benefits) Regulations 2000 (S.I. 2000/1922), regs. 1, 3(10)
F501Words in Sch. 7 para. 38 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(12)(e)
F502Words in Sch. 7 para. 38 substituted (7.4.1997) by The Social Security (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/454), regs. 1(c), 2(16)
39. Notwithstanding paragraph 38, where two or more payments of the same kind and from the same source are to be taken into account in the same benefit week, there shall be disregarded from each payment the sum which would otherwise fall to be disregarded under this Schedule; but this paragraph shall only apply in the case of a payment which it has not been practicable to treat under regulation 96(1)(b) (date on which income treated as paid) as paid on the first day of the benefit week in which it is due to be paid.
F50340. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F503Sch. 7 para. 40 omitted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(g)
41.—(1) Any payment made under [F504or by] the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments) (No.2) Trust, the Fund, the Eileen Trust (“the Trusts") [F505, MFET Limited] or the Independent Living [F506Fund (2006)].
(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 [F504or by] any of the Trusts to which sub-paragraph (1) refers 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 has died was not, estranged or divorced [F507or 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 [F508or, 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 [F504or by] any of the Trusts to which sub-paragraph (1) refers 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 the payment under [F504or by] any of the Trusts to which sub-paragraph (1) refers, where—
(a)that person has no partner or former partner from whom he is not estranged or divorced [F509or 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 the payment is a child, a young person or a student who has not completed his full-time education, and had 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 under [F504or by] any of the Trusts to which sub-paragraph (1) refers, 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 [F510or 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.
(6) In the case of a person to whom or for whose benefit a payment referred to in this paragraph is made, any income which derives from any payment of income or capital made under or deriving from any of the Trusts.
[F511(7) For the purposes of paragraphs (2) to (6), any reference to the Trusts shall be construed as including a reference to the Skipton Fund [F512, MFET Limited] [F513and the London Bombings Relief Charitable Fund].]
Textual Amendments
F504Words in Sch. 7 para. 41(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)(e)
F505Words in Sch. 7 para. 41(1) inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(12)(a)
F506Words in Sch. 7 para. 41(1) substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(7)(e)
F507Words in Sch. 7 para. 41(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(12)(a)(i) (with art. 3)
F508Words in Sch. 7 para. 41(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(12)(a)(ii) (with art. 3)
F509Words in Sch. 7 para. 41(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(12)(a)(iii) (with art. 3)
F510Words in Sch. 7 para. 41(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(12)(a)(iv) (with art. 3)
F511Sch. 7 para. 41(7) added (4.10.2004) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2004 (S.I. 2004/2308), regs. 1(1), 3(5)
F512Words in Sch. 7 para. 41(7) inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(12)(b)
F513Words in Sch. 7 para. 41(7) added (12.12.2005) by The Income-related Benefits (Amendment) (No. 2) Regulations 2005 (S.I. 2005/3391), regs. 1, 5(4)
42. Any payment made by the Secretary of State to compensate for the loss (in whole or in part) of entitlement to housing benefit.
43. 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 [F514benefit Acts].
Textual Amendments
F514Words in Sch. 7 para. 43 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(h)
F51544. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F515Sch. 7 para. 44 omitted (17.11.2008) by virtue of The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 4(11)
[F51645. Any payment in consequence of a reduction of council tax under section 13 or 80 of the Local Government Finance Act 1992 (reduction in liability for council tax).]
Textual Amendments
F516Sch. 7 para. 45 substituted (14.4.2008) by The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), regs. 1(1), 4(16)(b)
F51746. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F517Sch. 7 para. 46 omitted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(i)
[F51847.—(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).
(2) Any payment or repayment made by the Secretary of State for Health, the Scottish Ministers or the Welsh Ministers which is analogous to a payment or repayment mentioned in sub-paragraph (1).]
Textual Amendments
[F51848. 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).]
Textual Amendments
49. Any payment made either by the Secretary of State for [F519Justice] or by the [F520Scottish Ministers] under a scheme established to assist relatives and other persons to visit persons in custody.
Textual Amendments
F519Word in Sch. 7 para. 49 substituted (22.8.2007) by The Secretary of State for Justice Order 2007 (S.I. 2007/2128), art. 1(2), Sch. para. 16(2)
F520Words in Sch. 7 para. 49 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(k)
50. Any payment (other than a training allowance) made, whether by the Secretary of State or by any other person, under the Disabled Persons (Employment) Act 1944 F521 F522... to assist disabled persons to obtain or retain employment despite their disability.
Textual Amendments
F522Words in Sch. 7 para. 50 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(3)(b)
51. Any council tax benefit.
[F52352.—(1) ) If the claimant is in receipt of any benefit under Part 2, 3 or 5 of the Benefits Act, any increase in the rate of that benefit arising under Part 4 (increases for dependants) or section 106(a) (unemployability supplement) of that Act, where the dependant in respect of whom the increase is paid is not a member of the claimant’s family.
(2) If the claimant is in receipt of any pension or allowance under Part 2 or 3 of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006, any increase in the rate of that pension or allowance under that Order, where the dependant in respect of whom the increase is paid is not a member of the claimant’s family.]
Textual Amendments
F523Sch. 7 para. 52-53 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(10)(l)
[F52353. Any supplementary pension under article 23(2) of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006 (pensions to surviving spouses and surviving civil partners) and any analogous payment made by the Secretary of State for Defence to any person who is not a person entitled under that Order.]
Textual Amendments
F523Sch. 7 para. 52-53 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(10)(l)
54. In the case of a pension awarded at the supplementary rate under article 27(3) of the Personal Injuries (Civilians) Scheme 1983F524 (pensions to [F525widows, widowers or surviving civil partners]), the sum specified in paragraph 1(c) of Schedule 4 to that Scheme.
Textual Amendments
F524S.I. 1983/686; relevant amending instruments are S.I. 1994/715 and 2021.
F525Words in Sch. 7 para. 54 substituted (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(12)(c) (with art. 3)
55.—(1) Any payment which is–
(a)made under any of the Dispensing Instruments to a [F526widow, widower or surviving civil partner] of a person–
(i)whose death was attributable to service in a capacity analogous to service as a member of the armed forces of the Crown; and
(ii)whose service in such capacity terminated before 31st March 1973; and
[F527(b)equal to the amount specified in article 23(2) of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006.]
(2) In this paragraph “the Dispensing Instruments" means the Order in Council of 19th December 1881, the Royal Warrant of 27th October 1884 and the Order by His Majesty of 14th January 1922 (exceptional grants of pay, non-effective pay and allowances)F528.
Textual Amendments
F526Words in Sch. 7 para. 55(1)(a) substituted (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(12)(d)(i) (with art. 3)
F527Sch. 7 para. 55(1)(b) substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(m)
F528Copies of the Dispensing Instruments are available from the Department of Social Security, 6th Floor, Adelphi, 1-11 John Adam Street, London WC2N 6HT.
[F52956. Any payment made F530... under section 12B of the Social Work (Scotland) Act 1968 [F531, or under sections 12A to 12D of the National Health Service Act 2006 (direct payments for health care)] [F532or under regulations made under section 57 of the Health and Social Care Act 2001 (direct payments)] [F533or under regulations made under section 57 of the Health and Social Care Act 2001 (direct payments)].
Textual Amendments
F529Sch. 7 paras. 56-59 added (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits and Jobseeker’s Allowance (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/65), reg. 1(1)(2), 2(4)(b)
F530Words in Sch. 7 para. 56 omitted (6.4.2009) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), regs. 1(2), 4(12)
F531Words in Sch. 7 para. 56 inserted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(1), 4(13)
F532Words in Sch. 7 para. 56 inserted (W.) (1.11.2004) by The Community Care, Services for Carers and Children’s Services (Direct Payments) (Wales) Regulations 2004 (S.I. 2004/1748), reg. 1(b), Sch. 2 para. 2
F533Words in Sch. 7 para. 56 inserted (E.) (8.4.2003) by The Community Care, Services for Carers and Children’s Services (Direct Payments) (England) Regulations 2003 (S.I. 2003/762), regs. 1(1), 11(2), Sch. 2
F53457. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F529Sch. 7 paras. 56-59 added (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits and Jobseeker’s Allowance (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/65), reg. 1(1)(2), 2(4)(b)
F534Sch. 7 para. 57 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(3)(c)
F53558. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F529Sch. 7 paras. 56-59 added (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits and Jobseeker’s Allowance (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/65), reg. 1(1)(2), 2(4)(b)
F535Sch. 7 para. 58 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(3)(c)
59.—(1) Any payment specified in sub-paragraph (2) to a claimant who was formerly a full-time student and who has completed the course in respect of which those payments were made.
(2) The payments specified for the purposes of sub-paragraph (1) are—
(a)any grant income and covenant income as defined for the purposes of Chapter IX of Part VIII;
[F536(b)any student loan as defined in Chapter IX of Part VIII;]
(c)any contribution as defined in Chapter IX of Part VIII which—
(i)is taken into account in ascertaining the amount of a student loan referred to in head (b); and
(ii)has been paid.]
Textual Amendments
F529Sch. 7 paras. 56-59 added (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits and Jobseeker’s Allowance (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/65), reg. 1(1)(2), 2(4)(b)
F536Sch. 7 para. 59(2)(b)(c) substituted for para. 59(2)(b) (with effect in accordance with reg. 1(1)(b) of the amending S.I.) by The Social Security Amendment (Students) Regulations 1999 (S.I. 1999/1935), regs. 1(1)(b), 2(8)
F53760. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F537Sch. 7 para. 60 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(3)(c)
F53860A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F538Sch. 7 para. 60A omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(3)(c)
F53961. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F539Sch. 7 para. 61 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(3)(c)
[F54062.—(1) Subject to sub-paragraph (2), in the case of a person who is receiving, or who has received, assistance under [F541the self-employment route], any payment to that person—
(a)to meet expenses wholly and necessarily incurred whilst carrying on the commercial activity;
(b)which is used or intended to be used to maintain repayments on a loan taken out by that person for the purpose of establishing or carrying on the commercial activity,
in respect of which such assistance is or was received.
(2) Sub-paragraph (1) shall apply only in respect of payments which are paid to that person from the special account as defined for the purposes of Chapter IVA of Part VIII.]
Textual Amendments
F540Sch. 7 para. 62 added (1.6.1998) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 1998 (S.I. 1998/1174), regs. 1(1), 4(b)
F541Words in Sch. 7 para. 62(1) substituted (27.11.2000) by The Social Security Amendment (Employment Zones) (No. 2) Regulations 2000 (S.I. 2000/2910), reg. 4(2)(d)(i)
Modifications etc. (not altering text)
C67Sch. 7 para. 62 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)
C68Sch. 7 para. 62 modified (temp. from 28.11.2000 until 27.11.2001) by The Social Security (New Deal Pilot) Regulations 2000 (S.I. 2000/3134), regs. 1(1)(b), 18(2)(3)(f)
F54263. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F542Sch. 7 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(3)(c)
[F54364. Any payment [F544made with respect to a person on account of the provision of after-care under section 117 of the Mental Health Act 1983 or section 25 of the Mental Health (Care and Treatment) (Scotland) Act 2003 or the provision of accommodation or welfare services to which Part III of the National Assistance Act 1948 refers or to which the Social Work (Scotland) Act 1968 refers,] which falls to be treated as notional income made under paragraph (11) of regulation 105 above (payments made in respect of a person [F545residing in a care home, an Abbeyfield Home or an independent hospital]).]
Textual Amendments
F543Sch. 7 para. 64 added (24.9.1998) by The Social Security Amendment (New Deal) (No.2) Regulations 1998 (S.I. 1998/2117), regs. 1(1), 6(1)
F544Words in Sch. 7 para. 64 inserted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(b), 4(15)(d)
F545Words in Sch. 7 para. 64 substituted (24.10.2005) by The Social Security (Care Homes and Independent Hospitals) Regulations 2005 (S.I. 2005/2687), reg. 1, Sch. 2 para. 14(c)
[F54665. Any 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.]
Textual Amendments
F546Sch. 7 para. 65 modified (temp.) (29.11.1999) by The Social Security (New Deal Pilot) Regulations 1999 (S.I. 1999/3156), regs. 1(1), 16 (with regs. 1(2), 11, 19)
[F54766. Any 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.]
Textual Amendments
F547Sch. 7 para. 66 modified (temp.) (29.11.1999) by The Social Security (New Deal Pilot) Regulations 1999 (S.I. 1999/3156), regs. 1(1), 16 (with regs. 1(2), 11, 19)
[F54867.—(1) Any payment of a sports award 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)F549..., 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
F548Sch. 7 para. 67 added (23.8.1999) by The Social Security Amendment (Sports Awards) Regulations 1999 (S.I. 1999/2165), regs. 1(1), 7(4)
F549Words in Sch. 7 para. 67(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. 24(h)
[F55068. Where the amount of a subsistence allowance paid to a person in a benefit week exceeds the amount of income-based jobseeker’s allowance that person would have received in that benefit week had it been payable to him, less 50p, that excess amount.
Textual Amendments
F550Sch. 7 paras. 68, 69 added (3.4.2000) by The Social Security Amendment (Employment Zones) Regulations 2000 (S.I. 2000/724), regs. 1(1), 3(3)(b)
69. 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.]
Textual Amendments
F550Sch. 7 paras. 68, 69 added (3.4.2000) by The Social Security Amendment (Employment Zones) Regulations 2000 (S.I. 2000/724), regs. 1(1), 3(3)(b)
[F55170.—(1) Any payment of child maintenance made or derived from a liable relative where the child or young person in respect of whom the payment is made is a member of the claimant’s family, except where the person making the payment is the claimant or the claimant’s partner.
(2) In paragraph (1)—
“child maintenance” means any payment towards the maintenance of a child or young person, including any payment made voluntarily and payments made under—
the Child Support Act 1991;
the Child Support (Northern Ireland) Order 1991;
a court order;
a consent order;
a maintenance agreement registered for execution in the Books of Council and Session or the sheriff court books;
“liable relative” means a person listed in regulation 117 (interpretation) other than a person falling within sub-paragraph (d) of that definition.]
Textual Amendments
F551Sch. 7 para. 70 substituted (for specified purposes and with effect in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(6)(b), 4(15)(e)
[F55271. Any discretionary housing payment paid pursuant to regulation 2(1) of the Discretionary Financial Assistance Regulations 2001.]
Textual Amendments
[F55372.—[F554(1) Any payment made by a local authority, or by the [F555Welsh 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
F553Sch. 7 para. 72 added (1.4.2003) by The Social Security (Miscellaneous Amendments) Regulations 2003 (S.I. 2003/511), regs. 1, 3(2)
F554Sch. 7 para. 72(1) substituted (1.10.2003) by The Social Security (Miscellaneous Amendments) (No.2) Regulations 2003 (S.I. 2003/2279), regs. 1(a), 3(4)(b)
F555Words in Sch. 7 para. 72(1) substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 3(10)(n)
F55673. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F556Sch. 7 para. 73 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(3)(c)
F55774. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F557Sch. 7 para. 74 omitted (1.4.2004) by virtue of The Social Security (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/565), regs. 1(2)(a), 5(3)(c)
Regulation 108(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 [F558has 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 [F559or with whom he formed a civil partnership that has been dissolved].
Textual Amendments
F558Words 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)
F559Words 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 [F560or 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 [F561or, 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
F560Words 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)
F561Words 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 F562 or section 66 of the Housing (Scotland) Act 1988 F563 (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
F562 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.
[F564(3) In the case of a person who is receiving assistance under [F565the 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
F564Sch. 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)
F565Words 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)
C69Sch. 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. [F566—(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 7, 9 or 10 of Schedule 7 (other income to be disregarded);
(b)[F567an income-based jobseeker’s] allowance or an income-related benefit under Part VII of the Benefits Act[F568, F569... child tax credit, working tax credit [F570or an income-related employment and support allowance]];
F571(c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
[F572(d)any discretionary housing payment paid pursuant to regulation 2(1) of the Discretionary Financial Assistance Regulations 2001,]
but only for a period of 52 weeks from the date of receipt of the arrears or the concessionary payment.
[F573(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—
(a)paid in order to rectify, or to compensate for, an official error as defined in regulation 1(3) of the Social Security and Child Support (Decisions and Appeals) Regulations 1999, 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[F574, 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[F574, 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
F566Words 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)
F567Words 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)
F568Words 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)
F569Words 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)
F570Words 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)
F571Sch. 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)
F572Sch. 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)
F573Sch. 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)
F574Words 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)
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 F575 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 [F576or 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
F576Words 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)
[F57717A.—(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
F577Sch. 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.
[F57822.—(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, or
(c)section 29 or 30 of the Children (Scotland) Act 1995.
(2) Any payment (or part of a payment) made by a local authority in accordance with section 23C of the Children Act 1989 or section 29 of the Children (Scotland) Act 1995 (local authorities’ duty to promote welfare of children and powers to grant financial assistance to persons in, or formerly in, their care) 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
(b)is aged 18 or over, and
(c)continues to live with the claimant.]
Textual Amendments
F578Sch. 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)
23. Any social fund payment made pursuant to Part VIII of the Benefits Act.
24. Any refund of tax which falls to be deducted under section 369 of the Income and Corporation Taxes Act 1988 F579 (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
F5791988 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[F580, 106(1)] or 136 (capital treated as income[F580, modifications in respect of children and young persons] and treatment of student loans) is to be treated as income.
Textual Amendments
F580Words 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 [F581or by] the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments) (No.2) Trust, the Fund, the Eileen Trust [F582, MFET Limited] [F583, the Skipton Fund][F584, the London Bombings Relief Charitable Fund] (“the Trusts") or the Independent Living [F585Fund (2006)].
(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 [F581or by] any of the Trusts to which sub-paragraph (1) refers 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 [F586or 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 [F587or, 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 [F581or by] any of the Trusts to which sub-paragraph (1) refers 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 [F581or by] any of the Trusts to which sub-paragraph (1) refers, where—
(a)that person has no partner or former partner from whom he is not estranged or divorced [F588or 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 [F581or by] any of the Trusts to which sub-paragraph (1) refers, 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 [F589or 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.
(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.
Textual Amendments
F581Words 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)
F582Words 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)
F583Words 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)
F584Words 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)
F585Words 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)
F586Words 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)
F587Words 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)
F59027A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F590Sch. 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 made by a charity or under [F591or by] the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments) (No.2) Trust, the Fund, the Eileen Trust [F592, MFET Limited] or the Independent Living [F593Fund (2006)].
Textual Amendments
F591Words 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)
F592Words 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)
F593Words 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)
[F59432. 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
F594Sch. 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 [F595benefit Acts].
Textual Amendments
F595Words 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 F596... council tax under section 13 or, as the case may be, section 80 of the Local Government Finance Act 1992 F597 (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
F596Words 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)
[F59836.—(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, 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
[F59837. 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
[F59937A. Any payment made under Part 8A of the Benefits Act (entitlement to health in pregnancy grant).]
Textual Amendments
F599Sch. 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 [F600Justice] or by the [F601Scottish 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
F598Sch. 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)
F600Word 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)
F601Words 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. [F602Any 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
40. Any payment (other than a training allowanceF603... made, whether by the Secretary of State or by any other person, under the Disabled Persons (Employment) Act 1944 F604 F605... to assist disabled persons to obtain or retain employment despite their disability.
Textual Amendments
F598Sch. 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)
F603Words 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)
F605Words 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 F606 to homeworkers assisted under the Blind Homeworkers Scheme.
Textual Amendments
[F60742.—(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
F598Sch. 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)
F607Sch. 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 [F608section 13 of the Children (Scotland) Act 1995]F609, or under Rule 36.14 of the Ordinary Cause Rules 1993 F610 or under Rule 128 of the Ordinary Cause RulesF611, 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 [F612where the person concerned is under the age of 18].
Textual Amendments
F598Sch. 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)
F608Words 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)
F610First 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.
F611First Schedule to the aforesaid Act of 1907 as substituted by S.I. 1983/747.
F612Words 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
F61345. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F598Sch. 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)
F613Sch. 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)
F61445A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F598Sch. 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)
F614Sch. 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)
F61546. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F598Sch. 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)
F615Sch. 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)
[F61647. In the case of a person who is receiving, or who has received, assistance under [F617the 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
F598Sch. 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)
F616Sch. 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)
F617Words 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)
C70Sch. 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)
F61848. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F598Sch. 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)
F618Sch. 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. [F619Any 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
F598Sch. 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)
F619Sch. 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. [F620Any 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
F598Sch. 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)
F620Sch. 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)
[F62151.—(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)F622..., 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
F598Sch. 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)
F621Sch. 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)
F622Words 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
[F62352.—(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)[F624directions 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; or]
(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.
(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)[F625directions 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 made pursuant to any provision specified in sub-paragraph (1).]
Textual Amendments
F598Sch. 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)
F623Sch. 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)
F624Words 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)
F625Words 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)
[F62653. 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
F598Sch. 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)
F626Sch. 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
F598Sch. 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)
F626Sch. 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)
[F62755. 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
F598Sch. 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)
F627 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)
[F62856. 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 [F629or deceased civil partner]; or
(d)the claimant’s partner’s deceased spouse [F629or deceased civil partner],
by the Japanese during the Second World War, £10,000.]
Textual Amendments
F598Sch. 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)
F628Sch. 8 para. 56 added (1.2.2001) by The Social Security Amendment (Capital Disregards) Regulations 2001 (S.I. 2001/22), regs. 1, 2(b)
[F63057.—(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 [F63120],
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 [F63220],
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 [F633residing 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
F598Sch. 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)
F630Sch. 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)
F631Word 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)
F632Word 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)
F633Words 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
[F63458. The amount of a payment, other than a war pension F635..., to compensate for the fact that the claimant, the claimant’s partner, the claimant’s deceased spouse [F636or deceased civil partner] or the claimant’s partner’s deceased spouse [F636 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
F598Sch. 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)
F634Sch. 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)
F635Words 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)
F636Words 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)
[F63759.—[F638(1) Any payment made by a local authority, or by the [F639Welsh 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
F598Sch. 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)
F637Sch. 8 para. 59 added (1.4.2003) by The Social Security (Miscellaneous Amendments) Regulations 2003 (S.I. 2003/511), regs. 1, 3(3)(b)
F638Sch. 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)
F639Words 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)
[F64060. Any payment made under F641... regulations made under section 57 of the Health and Social Care Act 2001 or under section 12B of the Social Work (Scotland) Act 1968 [F642, or under sections 12A to 12D of the National Health Service Act 2006 (direct payments for health care)].]
Textual Amendments
F598Sch. 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)
F640Sch. 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)
F641Words 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)
F642Words 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)
[F64361. 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
F598Sch. 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)
F643Sch. 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)
[F64461A. 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
F64562. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F598Sch. 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)
F645Sch. 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)
F64663. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .]
Textual Amendments
F598Sch. 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)
F646Sch. 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)
The Whole Instrument you have selected contains over 200 provisions and might take some time to download. You may also experience some issues with your browser, such as an alert box that a script is taking a long time to run.
Would you like to continue?
The Whole Instrument without Schedules you have selected contains over 200 provisions and might take some time to download. You may also experience some issues with your browser, such as an alert box that a script is taking a long time to run.
Would you like to continue?
The Schedules you have selected contains over 200 provisions and might take some time to download. You may also experience some issues with your browser, such as an alert box that a script is taking a long time to run.
Would you like to continue?
Latest Available (revised):The latest available updated version of the legislation incorporating changes made by subsequent legislation and applied by our editorial team. Changes we have not yet applied to the text, can be found in the ‘Changes to Legislation’ area.
Original (As Enacted or Made): The original version of the legislation as it stood when it was enacted or made. No changes have been applied to the text.
Point in Time: This becomes available after navigating to view revised legislation as it stood at a certain point in time via Advanced Features > Show Timeline of Changes or via a point in time advanced search.
Geographical Extent: Indicates the geographical area that this provision applies to. For further information see ‘Frequently Asked Questions’.
Show Timeline of Changes: See how this legislation has or could change over time. Turning this feature on will show extra navigation options to go to these specific points in time. Return to the latest available version by using the controls above in the What Version box.
Access essential accompanying documents and information for this legislation item from this tab. Dependent on the legislation item being viewed this may include:
This timeline shows the different points in time where a change occurred. The dates will coincide with the earliest date on which the change (e.g an insertion, a repeal or a substitution) that was applied came into force. The first date in the timeline will usually be the earliest date when the provision came into force. In some cases the first date is 01/02/1991 (or for Northern Ireland legislation 01/01/2006). This date is our basedate. No versions before this date are available. For further information see the Editorial Practice Guide and Glossary under Help.
Use this menu to access essential accompanying documents and information for this legislation item. Dependent on the legislation item being viewed this may include:
Click 'View More' or select 'More Resources' tab for additional information including: