SCHEDULE 3Applicable amounts
PART 1Personal allowances
1.
The amounts specified in column (2) below in respect of each person or couple specified in column (1) shall be the amounts specified for the purposes of regulations 22(a) and 23(a) and (b)—
Column (1) | Column (2) |
|---|---|
Person or couple | Amount |
(1)Single claimant aged— | (1)
|
(a)less than 25; | (a)£44.50; |
(b)not less than 25 | (b)£56.20. |
(2)Lone parent aged— | (2)
|
(a)less than 18; | (a)£44.50; |
(b)not less than 18 | (b)£56.20. |
(3)Couple— | (3)
|
(a)where both members are aged less than 18; | (a)£67.15; |
(b)where at least one member is aged not less than 18. | (b)£88.15. |
2.
(1)
The amount specified in column (2) below in respect of each person specified in column (1) shall, for the relevant period specified in column (1), be the amounts specified for the purposes of regulations 22(b) and 23(c)—
Column (1) | Column (2) |
|---|---|
Child or young person | Amount |
Persons 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)£43.88; |
(b)beginning on the first Monday in September following that person's sixteenth birthday and ending on the day preceding that person's F1twentieth birthday. | (b)£43.88. |
(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.
PART 2Family premium
3.
(1)
Subject to sub-paragraph (2), the amount for the purposes of regulations 22(c) and 23(d) in respect of a family of which at least one member is a child or young person shall be—
(a)
where the claimant is a lone parent to whom sub-paragraph (3) applies, £22.20;
(b)
in any other case, £16.10.
(2)
The amounts specified in sub-paragraph (1)(a) and (b) shall be increased by £10.50 where at least one child is under the age of one year and for the purposes of this paragraph where the child's first birthday does not fall on a Monday he shall be treated as under the age of one year until the first Monday after his first birthday.
(3)
The amount in sub-paragraph (1)(a) shall be applicable to a lone parent—
(a)
who was entitled to housing benefit on 5th April 1998 and whose applicable amount on that date included the amount applicable under sub-paragraph (a) of this paragraph as in force on that date; or
(b)
who was not entitled to housing benefit on 5th April 1998 because that date fell during a rent free period as defined in regulation 81(1) (rent free periods) and his applicable amount on that date would have included the amount applicable under sub-paragraph (a) of this paragraph as in force on that date; or
(c)
on becoming entitled to housing benefit where that lone parent—
(i)
had been treated as entitled to that benefit in accordance with sub-paragraph (5)(a) as at the day before the date of claim for that benefit; and
(ii)
was entitled to council tax benefit as at the date of claim for housing benefit,
and in respect of whom, all of the conditions specified in sub-paragraph (4) have continued to apply.
(4)
The conditions specified for the purposes of sub-paragraph (3) are that, in respect of the period commencing on 6th April 1998—
(a)
the claimant has not ceased to be entitled, or has not ceased to be treated as entitled, to housing benefit;
(b)
the claimant has not ceased to be a lone parent;
(c)
where the claimant was entitled to income support or to an income-based jobseeker's allowance on 5th April 1998, he has continued to be entitled to one or other of those benefits;
(d)
where the claimant was not entitled to income support or to an income-based jobseeker's allowance on 5th April 1998, he has not become entitled to either of those benefits; and
(e)
a premium under paragraph 9, 10, 11 or 12 has not become applicable to the claimant.
(5)
For the purposes of sub-paragraphs (3)(c)(i) and (4)(a), a claimant shall be treated as entitled to housing benefit—
(a)
during any period where he was not, or had ceased to be, so entitled and throughout that period, he had been awarded council tax benefit and his applicable amount included the amount applicable under paragraph 3(1)(a) of Schedule 1 to the Council Tax Benefit Regulations 2006 (lone parent rate of family premium); or
(b)
during any rent free period as defined for the purposes of regulation 81(1).
PART 3Premiums
4.
Except as provided in paragraph 5, the premiums specified in Part 4 of this Schedule shall, for the purposes of regulations 22(d) and 23(e), be applicable to a claimant who satisfies the condition specified in paragraphs 8 to 17 in respect of that premium.
5.
Subject to paragraph 6, 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.
6.
(1)
Subject to sub-paragraph (2), the following premiums, namely—
(a)
a severe disability premium to which paragraph 14 applies;
(b)
an enhanced disability premium to which paragraph 15 applies;
(c)
a disabled child premium to which paragraph 16 applies; and
(d)
a carer premium to which paragraph 17 applies,
may be applicable in addition to any other premium which may apply under 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 9 or 10; or
(b)
a higher pensioner premium under paragraph 11.
7.
(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 for—
(a)
in the case of a benefit to which the Social Security (Overlapping Benefits) Regulations 1979 M1 applies, any period during which, apart from the provisions of those Regulations, he would be in receipt of that benefit; and
(b)
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 1973 Act, or by Scottish Enterprise or Highlands and Islands Enterprise under section 2 of the Enterprise and New Towns (Scotland) Act 1990 M2 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 carer'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 Act.
Bereavement premium
8.
(1)
Subject to sub-paragraphs (2) and (3), the condition is that the claimant—
(a)
had, as at 9th April 2001, attained the age of 55 but not the age of 60;
(b)
was in receipt of, but is no longer entitled to, a bereavement allowance under section 39B of the Act in respect of the death of a spouse who died on or after 9th April 2001 or of a civil partner who died on or after 5th December 2005; and
(c)
is claiming housing benefit as a single claimant.
(2)
A premium under sub-paragraph (1) shall not be applicable in respect of a claimant who claims housing benefit more than 8 weeks after the last day on which he was entitled to a bereavement allowance.
(3)
Where a claimant to whom a premium under sub-paragraph (1) is applicable, ceases to be entitled to housing benefit or to be a single claimant, a premium under sub-paragraph (1) shall only again be applicable to that claimant where he claims housing benefit as a single claimant no more than 8 weeks after the date on which he ceased to be entitled to housing benefit or, as the case may be, to be a single claimant.
(4)
For the purposes of this paragraph, where the claimant—
(a)
was entitled to council tax benefit at any time in the period of 8 weeks before becoming entitled or re-entitled to housing benefit; and
(b)
satisfied the conditions in respect of a bereavement premium under paragraph 8 of Schedule 1 to the Council Tax Benefit Regulations 2006,
for the purpose of establishing entitlement or re-entitlement for housing benefit, he shall be treated as satisfying the equivalent conditions for a bereavement premium under this paragraph.
Pensioner Premium for persons under 75
9.
The condition is that the claimant—
(a)
is a single claimant or lone parent aged not less than 60 but less than 75; or
(b)
has a partner and is, or his partner is, aged not less than 60 but less than 75.
Pensioner Premium for persons 75 and over
10.
The condition is that the claimant—
(a)
is a single claimant or lone parent aged not less than 75 but less than 80; or
(b)
has a partner and is, or his partner is, aged not less than 75 but less than 80.
Higher Pensioner Premium
11.
(1)
Where the claimant is a single claimant or a lone parent, the condition is that—
(a)
he is aged not less than 80; or
(b)
he is aged less than 80 but not less than 60, and—
(i)
the additional condition specified in paragraph 13(1)(a) is satisfied; or
(ii)
the claimant was in receipt of, or was treated as being in receipt of, housing benefit 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 his 60th birthday and he has, subject to sub-paragraph (3), remained continuously in receipt of housing benefit since attaining that age.
(2)
Where the claimant has a partner, the condition is that—
(a)
he or his partner is aged not less than 80; or
(b)
he or his partner is aged less than 80 but not less than 60 and either—
(i)
the additional condition specified in paragraph 13(1)(a) is satisfied; or
(ii)
the claimant was in receipt of, or was treated as being in receipt of, housing benefit 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 his 60th birthday and he has, subject to sub-paragraph (3), remained continuously in receipt of housing benefit since attaining that age.
(3)
For the purposes of this paragraph and paragraph 13—
(a)
once the higher pensioner premium is applicable to a claimant, if he then ceases, for a period of 8 weeks or less, to be entitled to or treated as entitled to housing benefit, he shall, on becoming re-entitled to housing benefit, thereafter be treated as having been continuously entitled to that benefit;
(b)
where sub-paragraphs (1)(b)(ii) and (2)(b)(ii) apply, if a claimant ceases to be entitled to or treated as entitled to housing benefit for a period not exceeding 8 weeks which includes his 60th birthday, he shall, on becoming re-entitled to housing benefit, thereafter be treated as having been continuously entitled to that benefit.
(c)
where the claimant or his partner—
(i)
was entitled to council tax benefit or, as the case may be, community charge benefit at any time in the period of 8 weeks before becoming entitled or re-entitled to housing benefit; and
(ii)
satisfied the conditions in respect of the higher pensioner premium under paragraphs 11 and 13 of Schedule 1 to the Council Tax Benefit Regulations 2006 or, as the case may be, paragraphs 11 and 13 of Schedule 1 to the Community Charge Benefits (General) Regulations 1989 M3,
for the purpose of establishing entitlement or re-entitlement to housing benefit, he or his partner shall be treated as satisfying the equivalent conditions for higher pensioner premium under this paragraph and paragraph 13.
(4)
In the case of a claimant who is a welfare to work beneficiary, references in sub-paragraphs (1)(b)(ii), (2)(b)(ii), (3)(b) and (3)(c)(i) to a period of 8 weeks shall be treated as references to a period of F2104 weeks.
(5)
A person is a welfare to work beneficiary if he is a person—
(a)
to whom regulation 13A(1) of the Social Security (Incapacity for Work) (General) Regulations 1995 M4 applies; and
(b)
who again becomes incapable of work for the purposes of Part 12A of the Act.
(6)
For the purposes of this paragraph, a claimant shall be treated as having been entitled to and in receipt of housing benefit throughout any period which comprises only days on which he was participating in an employment zone programme and was not entitled to that benefit because, as a consequence of his participation in that programme, he failed to satisfy the condition in section 130(1)(c) of the Act.
Disability Premium
12.
The condition is that—
(a)
where the claimant is a single claimant or a lone parent, he is aged less than 60 and the additional condition specified in paragraph 13 is satisfied; or
(b)
where the claimant has a partner, either—
(i)
the claimant is aged less than 60 and the additional condition specified in paragraph 13(1)(a) or (b) is satisfied by him; or
(ii)
his partner is aged less than 60 and the additional condition specified in paragraph 13(1)(a) is satisfied by his partner.
Additional Condition for the Higher Pensioner and Disability Premiums
13.
(1)
Subject to sub-paragraph (2) and paragraph 7, the additional condition referred to in paragraphs 11 and 12 is that either—
(a)
the claimant or, as the case may be, his partner—
(i)
is in receipt of one or more of the following benefits: attendance allowance, disability living allowance, the 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 Regulations, mobility supplement, long-term incapacity benefit under Part 2 of the Act or severe disablement allowance under Part 3 of the Act but, in the case of long-term incapacity benefit or severe disablement allowance only where it is paid in respect of him; or
(ii)
was in receipt of long-term incapacity benefit under Part 2 of the Act when entitlement to that benefit ceased on account of the payment of a retirement pension under that Act and the claimant has since remained continuously entitled to housing benefit and, if the long-term incapacity benefit was payable to his partner, the partner is still a member of the family; or
(iii)
F3...was in receipt of attendance allowance or disability living allowance but payment of benefit has been suspended in accordance with regulations made under section 113(2) of the Act or otherwise abated as a consequence of the claimant or his partner becoming a patient within the meaning of F4regulation 28(11)(e) (treatment of child care charges); or
(iv)
is provided by the Secretary of State with an invalid carriage or other vehicle under section 5(2) of the National Health Service Act 1977 M5 (other services) or, in Scotland by the Scottish Ministers, under section 46 of the National Health Service (Scotland) Act 1978 M6 (provision of services) 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 by the Scottish Ministers, under section 46 of the Act of 1978; or
(v)
is blind and in consequence registered in a register compiled by a local authority under section 29 of the National Assistance Act 1948 M7 (welfare services) or, in Scotland, has been certified as blind and in consequence he is registered in a register maintained by or on behalf of a council constituted under section 2 of the Local Government (Scotland) Act 1994 M8; or
(b)
the claimant—
(i)
is, or is treated as, incapable of work in accordance with the provisions of, and regulations made under, Part 12A of the Act (incapacity for work); and
(ii)
has been incapable, or has been treated as incapable, of work for a continuous period of not less than—
(aa)
in the case of a claimant who is terminally ill within the meaning of section 30B(4) of the Act M9, 196 days;
(bb)
in any other case, 364 days.
(2)
For the purposes of sub-paragraph (1)(a)(v), 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.
(3)
For the purposes of sub-paragraph (1)(b), once the higher pensioner premium or the disability premium is applicable to a claimant by virtue of his satisfying the additional condition specified in that provision, if he then ceases, for a period of 8 weeks or less, to be treated as incapable of work or to be incapable of work he shall, on again becoming so incapable of work, immediately thereafter be treated as satisfying the condition in sub-paragraph (1)(b).
(4)
For the purpose of sub-paragraph (1)(a)(ii) and (iii), once the higher pensioner premium is applicable to the claimant by virtue of his satisfying the condition specified in that provision, if he then ceases, for a period of 8 weeks or less, to be entitled to housing benefit, he shall on again becoming so entitled to housing benefit, immediately thereafter be treated as satisfying the condition in sub-paragraph (1)(a)(ii) and (iii).
(5)
For the purposes of sub-paragraph (1)(b), once the disability premium is applicable to a claimant by virtue of his satisfying the additional condition specified in that provision, he shall continue to be treated as satisfying that condition for any period spent by him in undertaking a course of training provided under section 2 of the 1973 Act M10 or for any period during which he is in receipt of a training allowance.
(6)
For the purposes of sub-paragraph (1)(b), where any two or more periods of incapacity are separated by a break of not more than 56 days, those periods shall be treated as one continuous period.
(7)
For the purposes of this paragraph, a reference to a person who is or was in receipt of long-term incapacity benefit includes a person who is or was in receipt of short-term incapacity benefit at a rate equal to the long-term rate by virtue of section 30B(4)(a) of the Act (short-term incapacity benefit for a person who is terminally ill), or who would be or would have been in receipt of short-term incapacity benefit at such a rate but for the fact that the rate of short-term incapacity benefit already payable to him is or was equal to or greater than the long-term rate.
(8)
In the case of a claimant who is a welfare to work beneficiary within the meaning of paragraph 11(5)—
(a)
the reference to a period of 8 weeks in sub-paragraph (3); and
(b)
the reference to a period of 56 days in sub-paragraph (6),
shall in each case be treated as a reference to a period of F5104 weeks .
Severe Disability Premium
14.
(1)
The condition is that the claimant is a severely disabled person.
(2)
For the purposes of sub-paragraph (1), a claimant shall be treated as being a severely disabled person if, and only if—
(a)
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)—
(i)
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 Act; and
(ii)
subject to sub-paragraph (4), he has no non-dependants aged 18 or over normally residing with him or with whom he is normally residing; and
(iii)
no person is entitled to, and in receipt of, a carer's allowance under section 70 of the Act in respect of caring for him;
(b)
in the case of a claimant who has a partner—
(i)
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 Act; and
(ii)
his partner 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 such an allowance; and
(iii)
subject to sub-paragraph (4), the claimant has no non-dependants aged 18 or over normally residing with him or with whom he is normally residing,
and either a person is entitled to or in receipt of a carer's allowance in respect of caring for only one of a couple or, in the case of a polygamous marriage, for one or more but not all the partners of the marriage, or as the case may be, no person is entitled to and in receipt of such an allowance in respect of caring for either member of a couple or any partner of a polygamous marriage.
(3)
Where a claimant has a partner who does not satisfy the condition in sub-paragraph (2)(b)(ii), and that partner is blind or is treated as blind within the meaning of paragraph 13(1)(a)(v) 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)
For the purposes of sub-paragraph (2)(a)(ii) and (2)(b)(iii) no account shall be taken of—
(a)
a person receiving 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 Act; or
(b)
a person who is blind or is treated as blind within the meaning of paragraph 13(1)(a)(v) and (2).
(5)
For the purposes of sub-paragraph (2)(b) a person 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 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 a carer'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)
For the purposes of sub-paragraph (2)(a)(iii) and (2)(b), no account shall be taken of an award of carer's allowance to the extent that payment of such an award is backdated for a period before the date on which the award is made.
(7)
In sub-paragraph (2)(a)(iii) and (b), references to a person being in receipt of a carer'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 7 of the Social Security Fraud Act 2001 M11 (loss of benefit provisions).
Enhanced disability premium
15.
(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 Act or but for an abatement as a consequence of hospitalisation, be payable at the highest rate prescribed under section 72(3) of the Act in respect of—
(a)
the claimant; or
(b)
a member of the claimant's family,
who is aged less than 60.
(2)
An enhanced disability premium shall not be applicable in respect of—
(a)
a claimant who—
(i)
is not a member of a couple or a polygamous marriage; and
(ii)
is a patient within the meaning of F6regulation 28(11)(e) and has been for a period of more than 52 weeks; or
(b)
a member of a couple or a polygamous marriage where each member is a patient within the meaning of regulation 24(2) and has been for a period of more than 52 weeks.
Disabled child premium
16.
The condition is that a 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—
(a)
is in receipt of disability living allowance or is no longer in receipt of such allowance because he is a patient, provided that the child or young person continues to be a member of the family; or
(b)
is blind or treated as blind within the meaning of paragraph 13; or
(c)
is a child or young person in respect of whom section 145A of the Act M12 (entitlement to child benefit after death of child) applies for the purposes of entitlement to child benefit but only for the period prescribed under section 145A(1) of the Act and in respect of whom a disabled child premium was included in the claimant's applicable amount immediately before the death of that child.
Carer premium
17.
(1)
The condition is that the claimant or his partner is, or both of them are, entitled to a carer's allowance under section 70 of the Act.
(2)
Where a carer premium is awarded but—
(a)
the person in respect of whose care the carer'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 entitled to a carer'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 (3).
(3)
The relevant date for the purposes of sub-paragraph (2) shall be—
(a)
where sub-paragraph (2)(a) applies, the Sunday following the death of the person in respect of whose care a carer's allowance has been awarded or the date of death if the death occurred on a Sunday;
(b)
in any other case, the date on which the person who has been entitled to a carer's allowance ceases to be entitled to that allowance.
(4)
Where a person who has been entitled to a carer's allowance ceases to be entitled to that allowance and makes a claim for housing benefit, 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—
(a)
the person in respect of whose care the carer's allowance has been awarded dies;
(b)
in any other case, the person who has been entitled to a carer's allowance ceased to be entitled to that allowance.
Persons in receipt of concessionary payments
18.
For the purpose of determining whether a premium is applicable to a person under paragraphs 13 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.
Person in receipt of 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.
PART 4Amounts of premiums specified in Part 3
Premium | Amount |
|---|---|
20.(1)Bereavement Premium | (1)£25.85. |
(2)Pensioner Premium for persons aged under 75— | (2)
|
(a)where the claimant satisfied the condition in paragraph 9(a); | (a)£53.25; |
(b)where the claimant satisfies the condition in paragraph 9(b). | (b)£78.90. |
(3)Pensioner Premium for persons aged 75 and over— | (3)
|
(a)where the claimant satisfied the condition in paragraph 10(a); | (a)£53.25; |
(b)where the claimant satisfies the condition in paragraph 10(b). | (b)£78.90. |
(4)Higher Pensioner Premium— | (4)
|
(a)where the claimant satisfies the condition in paragraph 11(1)(a) or (b); | (a)£53.25; |
(b)where the claimant satisfies the condition in paragraph 11(2)(a) or (b). | (b)£78.90. |
(5)Disability Premium— | (5)
|
(a)where the claimant satisfies the condition in paragraph 12(a); | (a)£23.95; |
(b)where the claimant satisfies the condition in paragraph 12(b). | (b)£34.20. |
(6)Severe Disability Premium— | (6)
|
(a)where the claimant satisfies the condition in paragraph 14(2)(a); | (a)£45.50; |
(b)where the claimant satisfies the condition in paragraph 14(2)(b)— |
|
(i)in a case where there is someone in receipt of carer's allowance or if he or any partner satisfies that condition only by virtue of paragraph 14(5); | (b)
(i)£45.50; |
(ii)in a case where there is no one in receipt of such an allowance. | (b)
(ii)£91.00. |
(7)Disabled Child Premium. | (7)£43.89 in respect of each child or young person in respect of whom the condition specified in paragraph 16 of Part 3 of this Schedule is satisfied. |
(8)Carer Premium. | (8)£25.80 in respect of each person who satisfies the condition specified in paragraph 17. |
(9)Enhanced Disability Premium where the conditions in paragraph 15 are satisfied. | (9)
(a)£17.71 in respect of each child or young person in respect of whom the conditions specified in paragraph 15 are satisfied; (b)£11.70 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 15 are satisfied; (c)£16.90 where the claimant is a member of a couple or a polygamous marriage and the conditions specified in paragraph 15 are satisfied in respect of a member of that couple or polygamous marriage. |