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Regulation 12
Modifications etc. (not altering text)
C1Sch. 1 Pt. 1 modified (1.4.2007) by The Social Security Benefits Up-rating Order 2007 (S.I. 2007/688), arts. 1(2)(a), 22(4), Sch. 12
C2Sch. 1 Pt. 1 modified (1.4.2008) by The Social Security Benefits Up-rating Order 2008 (S.I. 2008/632), arts. 1(2)(a), 22(4), Sch. 12
C3Sch. 1 Pt. 1 modified (with effect in accordance with art. 1(3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(a), 22(4), Sch. 11
C4Sch. 1 Pt. 1 modified (1.4.2010) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(a), 22(4), Sch. 11
C5Sch. 1 Pt. 1 sums amended and confirmed (coming into force in accordance with art. 1(2)(k) of the amending S.I.) by The Social Security Benefits Up-rating Order 2011 (S.I. 2011/821), arts. 1(2)(k), 23(4), Sch. 11
C6Sch. 1 Pt. 1 sums amended and confirmed (1.4.2012) by The Social Security Benefits Up-rating Order 2012 (S.I. 2012/780), arts. 1(2)(k), 23(4), Sch. 11
1. The amounts specified in column (2) below in respect of each person or couple specified in column (1) shall be the amount specified for the purposes of regulation 12—
Column (1) | Column (2) |
---|---|
Person, couple or polygamous marriage | Amount |
(1) Single claimant or lone parent— | (1) |
(a)aged under 65; | (a)£109.45; |
(b)aged 65 or over. | (b)£125.90. |
(2) Couple— | (2) |
(a)both members aged under 65; | (a)£167.05; |
(b)one member or both members aged 65 or over. | (b)£188.60. |
(3) If the claimant is a member of a polygamous marriage and none of the members of the marriage have attained the age of 65— | (3) |
(a)for the claimant and the other party to the marriage; | (a)£167.05; |
(b)for each additional spouse who is a member of the same household as the claimant. | (b)£57.60. |
(4) If the claimant is a member of a polygamous marriage and one or more members of the marriage are aged 65 or over— | (4) |
(a)for the claimant and the other party to the marriage; | (a)£188.60; |
(b)for each additional spouse who is a member of the same household as the claimant. | (b)£62.70. |
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 regulation 12(1)(b)—
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 above, “the first Monday in September” means the Monday which first occurs in the month of September in any year.
Textual Amendments
F1Word in Sch. 1 para. 2(1) substituted (10.4.2006) by Social Security (Young Persons) Amendment Regulations 2006 (S.I. 2006/718), regs. 1(2)(b), 5(4)
3.—(1) The amount for the purposes of regulation 12(1)(c) and (d) in respect of a family of which at least one member is a child or young person shall be [F2£17.40.]
F3(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F2Sum in Sch. 1 para. 3(1) substituted (1.4.2010) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(a), 22(5)(a)
F3Sch. 1 para. 3(2) omitted (31.10.2011) by virtue of The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2011 (S.I. 2011/2425), regs. 1(2), 22(9)(a)
Modifications etc. (not altering text)
C7Sch. 1 para. 3(1) sum confirmed (coming into force in accordance with art. 1(2)(k) of the amending S.I.) by The Social Security Benefits Up-rating Order 2011 (S.I. 2011/821), arts. 1(2)(k), 23(5)(a)
C8Sch. 1 para. 3(1) sum confirmed (1.4.2012) by The Social Security Benefits Up-rating Order 2012 (S.I. 2012/780), arts. 1(2)(k), 23(5)
4. The premiums specified in Part 4 shall, for the purposes of regulation 12(1)(e), be applicable to a claimant who satisfies the condition specified in this Part in respect of that premium.
5.—(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 [F4Skills Development Scotland,] 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 9, a person shall be treated as being in receipt of a 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.
Textual Amendments
F4Words in Sch. 1 para. 5(1)(b) inserted (6.4.2009) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), regs. 1(2), 9(3)(c)
Marginal Citations
M1S.I. 1979/597; amending instruments are S.I. 1991/547, 1991/1617, 1992/589, 1993/965, 1996/1803, 2000/799, 2003/136 and 2004/565.
6.—(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, 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 (6), 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 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, each other member of that marriage is in receipt of such an allowance; and
(iii)subject to sub-paragraph (6), 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 [F5entitled to and in receipt of] a carer's allowance in respect of caring for only one of the couple or, if he is a member of a polygamous marriage, for one or more but not all the members 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 of the members of the 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 sub-paragraph (4), 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 (3), a person is blind if he is registered in a register compiled by a local authority under section 29 of the National Assistance Act 1948 M3 (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 M4.
(5) For the purposes of sub-paragraph (4), 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.
(6) 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 sub-paragraphs (4) and (5).
(7) 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.
(8) For the purposes of sub-paragraph (2)(a)(iii) and (2)(b)—
(a)no account shall be taken of an award of carer's allowance to the extent that payment of such an award is back-dated for a period before [F6the date on which the award is first paid]; 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 [F76B or] 7 of the Social Security Fraud Act 2001 M5 (loss of benefit).
Textual Amendments
F5Words in Sch. 1 para. 6(2)(b)(iii) substituted (6.4.2009) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), regs. 1(2), 9(7)
F6Words in Sch. 1 para. 6(8)(a) substituted (2.4.2007) by Social Security (Miscellaneous Amendments) Regulations 2007 (S.I. 2007/719), regs. 1(2), 9(3)
F7Words in Sch. 1 para. 6(8)(b) inserted (1.4.2010) by The Social Security (Loss of Benefit) Amendment Regulations 2010 (S.I. 2010/1160), regs. 1, 7(3)
Marginal Citations
M31948 c. 29; section 29 was amended by the National Assistance (Amendment) Act 1959 (c. 30), section 1(2); the Mental Health (Scotland) Act 1960 (c. 61), sections 113 and 114 and Schedule 4; the Social Work (Scotland) Act 1968 (c. 49), section 95(2) and Schedule 9, Part I; the Local Government Act 1972 (c. 70), sections 195(6), 272(1), Schedule 23 paragraph 2 and Schedule 30; the Employment and Training Act 1973 (c. 50), section 14(1) and Schedule 3 paragraph 3; the National Health Service Act 1977 (c. 49), section 129 and Schedule 15 paragraph 6; the Health and Social Services and Social Security Adjudications Act 1983 (c. 41), section 30 and Schedule 10 Part I; the Children Act 1989 (c. 41) section 108(5) and Schedule 13 paragraph 11(2) and the National Health Service and Community Care Act 1990 (c. 19), section 44(7).
M41994 c. 39. Section 2 was amended by the Environment Act 1995 (c. 25), Schedule 22, paragraph 232(1).
7.—[F8(1)] [F9Subject 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 child or young person who is a member of the claimant's family.
[F10(2) Where the condition in sub-paragraph (1) ceases to be satisfied because of the death of a child or young person, the condition is that the claimant [F11or partner] is entitled to child benefit in respect of that person under section 145A of the Act (entitlement after death of child or qualifying young person).]
Textual Amendments
F8Sch. 1 para. 7(1): Sch. 1 para. 7 renumbered as Sch. 1 para 7(1) (1.4.2011 for specified purposes, 4.4.2011 in so far as not already in force) by The Social Security (Miscellaneous Amendments) Regulations 2011 (S.I. 2011/674), regs. 1(2), 15(2)(a)
F9Words in Sch. 1 para. 7(1) substituted (1.4.2011 for specified purposes, 4.4.2011 in so far as not already in force) by The Social Security (Miscellaneous Amendments) Regulations 2011 (S.I. 2011/674), regs. 1(2), 15(2)(b)
F10Sch. 1 para. 7(2) added (1.4.2011 for specified purposes, 4.4.2011 in so far as not already in force) by The Social Security (Miscellaneous Amendments) Regulations 2011 (S.I. 2011/674), regs. 1(2), 15(2)(c)
F11Words in Sch. 1 para. 7(2) inserted (31.10.2011) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2011 (S.I. 2011/2425), regs. 1(2), 22(9)(b)
8. 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 within the meaning of paragraph 6(4) or treated as blind in accordance with paragraph 6(5); or
[F12(c)is a child or young person in respect of whom section 145A M6 of the Act (entitlement after death of child or qualifying young person) applies for the purposes of entitlement to child benefit but only for the period prescribed under that section, and in respect of whom a disabled child premium was included in the claimant’s applicable amount immediately before the death of that child or young person, or ceased to be included in the claimant’s applicable amount because of that child or young person’s death.]
Textual Amendments
F12Sch. 1 para. 8(c) substituted (1.4.2011 for specified purposes, 4.4.2011 in so far as not already in force) by The Social Security (Miscellaneous Amendments) Regulations 2011 (S.I. 2011/674), regs. 1(2), 15(3)
Marginal Citations
M6Section 145A was inserted by section 55 of the Tax Credits Act 2002 (c. 21) and amended by the Civil Partnership Act 2004 (c. 33), section 254 and Schedule 24, paragraph 48.
9.—(1) The condition is that the claimant or his partner is, or both of them are, entitled to a carer's allowance.
(2) Where a carer premium has been awarded but—
(a)the person in respect of whose care the carer's allowance has been awarded dies; or
(b)the person in respect of whom the premium was awarded ceases to be entitled, or ceases to be treated as entitled, to a carer's allowance,
this paragraph 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) is—
(a)the Sunday following the death of the person in respect of whose care the carer's allowance has been awarded (or beginning with the date of death if the date occurred on a Sunday);
(b)where head (a) above does not apply, the date on which that person who was entitled to a carer's allowance ceases to be entitled to it.
(4) For the purposes of this paragraph, a person shall be treated as being entitled to and in receipt of a carer's allowance for any period not covered by an award but in respect of which a payment is made in lieu of an award.
10. For the purpose of determining whether a premium is applicable to a person under paragraphs 6 to 9, 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.
11. 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)
C9Sch. 1 Pt. 4 modified (1.4.2007) by The Social Security Benefits Up-rating Order 2007 (S.I. 2007/688), arts. 1(2)(a), 22(6), Sch. 13
C10Sch. 1 Pt. 4 modified (1.4.2008) by The Social Security Benefits Up-rating Order 2008 (S.I. 2008/632), arts. 1(2)(a), 22(6), Sch. 13
C11Sch. 1 Pt. 4 modified (with effect in accordance with art. 1(3)(a) 6 of the amending S.I.) by The Social Security Benefits Up-rating Order 2009 (S.I. 2009/497), arts. 1(2)(a), 22(6), Sch. 12
C12Sch. 1 Pt. 4 modified (1.4.2010) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(a), 22(6), Sch. 12
C13Sch. 1 Pt. 4 sums amended and confirmed (coming into force in accordance with art. 1(2)(k) of the amending S.I.) by The Social Security Benefits Up-rating Order 2011 (S.I. 2011/821), arts. 1(2)(k), 23(6), Sch. 12
C14Sch. 1 Pt. 4 sums amended and confirmed (1.4.2012) by The Social Security Benefits Up-rating Order 2012 (S.I. 2012/780), arts. 1(2)(k), 23(6), Sch. 12
Premium | Amount |
---|---|
12.—(1) Severe Disability Premium— | (1) |
(a)where the claimant satisfies the condition in paragraph 6(2)(a); | (a)£45.50; |
(b)where the claimant satisfies the condition in paragraph 6(2)(b)— | (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 6(7); | (i)£45.50; |
(ii)in a case where there is no one in receipt of such an allowance. | (ii)£91.90. |
(2) Enhanced disability premium | (2) £17.71 in respect of each child or young person in respect of whom the conditions specified in paragraph 7 are satisfied. |
(3) Disabled Child Premium | (3) £43.89 in respect of each child or young person in respect of whom the condition specified in paragraph 8 is satisfied. |
(4) Carer Premium | (4) £25.80 in respect of each person who satisfies the condition specified in paragraph 9. |
Regulation 23(8)
1. Where two or more of paragraphs 2 to 5 apply in any particular case the overall maximum sum which falls to be disregarded in that case under those paragraphs is restricted to—
(a)£25 in the case of a lone parent;
(b)£20 in any other case.
2. In a case where a claimant is a lone parent, £25 of earnings.
3.—(1) In a case of earnings from any employment or employments to which sub-paragraph (2) applies, £20.
(2) This paragraph applies to employment—
(a)as a part-time fire-fighter employed by a fire and rescue authority constituted by a scheme under section 2 of the Fire and Rescue Services Act 2004 M7 or a scheme to which section 4 of that Act applies;
(b)a part-time fire-fighter employed by a fire and rescue authority (as defined in section 1 of the Fire (Scotland) Act 2005 M8) or a joint fire and rescue board constituted by an amalgamation scheme made under section 2(1) of that Act;
(c)as an auxiliary coastguard in respect of coast rescue activities;
(d)in the manning or launching of a lifeboat if the employment is part-time;
(e)as a member of any territorial or reserve force prescribed in Part I of Schedule 6 to Social Security (Contributions) Regulations 2001 M9.
(3) If—
(a)any of the earnings of the claimant or, if he has a partner, his partner, or both of them, are disregarded under sub-paragraph (1); and
(b)either of them has, or both of them have, other earnings,
so much of those other earnings as would not, in the aggregate with the earnings disregarded under that sub-paragraph, exceed £20.
Marginal Citations
M82005 asp 5. paragraph 3(1)(c) applies in Scotland only– see footnote (a) above.
4.—(1) If the claimant or, if he has a partner, his partner is a carer, or both are carers, £20 of any earnings received from his or their employment.
(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 £20 of the aggregated amount.
(3) In this paragraph the claimant or his partner is a carer if paragraph 9 of Part 3 of Schedule 1 (amount applicable for carers) is satisfied in respect of him.
5.—(1) £20 is disregarded if the claimant or, if he has a partner, his partner—
(a)is in receipt of—
(i)long-term incapacity benefit under section 30A of the Act M10;
(ii)severe disablement allowance under section 68 of the Act M11;
(iii)attendance allowance;
(iv)disability living allowance under section 71 to 76 of the Act M12;
(v)any mobility supplement under [F13article 20 of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006] (including such a supplement by virtue of any other scheme or order) or under article 25A of the Personal Injuries (Civilians) Scheme 1983 M13; F14...
(vi)the disability element or the severe disability element of working tax credit under Schedule 2 to the Working Tax Credit Regulations M14; or
[F15(vii)main phase employment and support allowance; or]
(b)is or are registered as blind in a register compiled by a local authority under section 29 of the National Assistance Act 1948 M15 (welfare services) or, in Scotland, has been certified as blind and in consequence is registered in a register maintained by or on behalf of a council constituted under section 2 of the Local Government (Scotland) Act 1994; or
(c)is, or is treated as, incapable of work in accordance with the provisions of, and regulations made under, Part 12A of the Act M16 (incapacity for work), and has been incapable, or has been treated as incapable, of work for a continuous period of not less than—
(i)in the case of a claimant who is terminally ill within the meaning of section 30B(4) of the Act M17, 196 days;
(ii)in any other case, 364 days; [F16or]
[F16(d)has, or is treated as having, limited capacity for work within the meaning of section 1(4) of the Welfare Reform Act or limited capability for work-related activity within the meaning of section 2(5) of that Act and either—
(i)the assessment phase as defined in section 24(2) of the Welfare Reform Act has ended; or
(ii)regulation 7 of the Employment and Support Allowance Regulations (circumstances where the condition that the assessment phase has ended before entitlement to the support component or the work-related activity component arising does not apply) applies.]
(2) Subject to sub-paragraph (3), £20 is disregarded if the claimant or, if he has a partner, his partner has, within a period of 8 weeks ending on the day in respect of which the claimant or his partner attains the qualifying age for state pension credit, had an award of housing benefit or council tax benefit and—
(a)£20 was disregarded in respect of earnings taken into account in that award;
(b)the person whose earnings qualified for the disregard continues in employment after the termination of that award.
(3) The disregard of £20 specified in sub-paragraph (2) applies so long as there is no break, other than a break which does not exceed 8 weeks, in a person's entitlement to housing benefit or council tax benefit or in employment following the first day in respect of which that benefit is awarded.
(4) £20 is the maximum amount which may be disregarded under this paragraph, notwithstanding that, where the claimant has a partner, both the claimant and his partner satisfy the requirements of this paragraph.
Textual Amendments
F13Words in Sch. 2 para. 5(1)(a)(v) substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(7)
F14Word in Sch. 2 para. 5(1)(a)(v) omitted (27.10.2008) by virtue of The Employment and Support Allowance (Consequential Provisions) Regulations 2008 (S.I. 2008/1082), regs. 1, 78(a)
F15Sch. 2 para. 5(1)(a)(vii) added (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) Regulations 2008 (S.I. 2008/1082), regs. 1, 78(b)
F16Sch. 2 para. 5(1)(d) and word inserted (1.4.2009) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), regs. 1(3), 9(8)
Marginal Citations
M10Section 30A was inserted by Social Security (Incapacity for Work) Act 1994 (c. 18).and amended by the Welfare Reform and Pensions Act 1999 (c. 30), section 64 and the Civil Partnership Act 2004 (c. 33), section 254 and Schedule 24, paragraph 14.
M11Saved by S.I. 2000/2958, article 4.
M12Sections 71, 72 and 73 are amended by the Welfare Reform and Pensions Act 1999 (c. 30), section 67.
M13S.I. 1983/686; inserted by S.I. 1983/1164 and amended by S.I. 1983/1164 and 1540, 1986/628, 1990/1300, 1991/708, 1992/702, 1995/445, 1997/812 and 2001/420.
M14Substituted by S.I. 2005/681.
M151948 c. 29; section 29 was amended by the National Assistance (Amendment) Act 1959 (c. 30), section 1(2); the Mental Health (Scotland) Act 1960 (c. 61), sections 113 and 114 and Schedule 4; the Social Work (Scotland) Act 1968 (c. 49), section 95(2) and Schedule 9, Part I; the Local Government Act 1972 (c. 70), sections 195(6), 272(1), Schedule 23 paragraph 2 and Schedule 30; the Employment and Training Act 1973 (c. 50), section 14(1) and Schedule 3 paragraph 3; the National Health Service Act 1977 (c. 49), section 129 and Schedule 15 paragraph 6; the Health and Social Services and Social Security Adjudications Act 1983 (c. 41), section 30 and Schedule 10 Part I; the Children Act 1989 (c. 41) section 108(5) and Schedule 13 paragraph 11(2) and the National Health Service and Community Care Act 1990 (c. 19), section 44(7).
M16Part 12A was inserted by the Social Security (Incapacity for Work) Act 1994 (c. 18), section 5 and amended by the Welfare Reform and Pensions Act 1999 (c. 30), section 61 and by the Social Security Act 1998 (c. 14), section 86(1) and Schedule 7, paragraphs 75 and 76.
M17Section 30B was inserted by the Social Security (Incapacity for Work) Act 1994 (c. 18), section 2 and amended by the Pensions Act 1995 (c. 26), section 126 and Schedule 4, paragraph 18; the Welfare Reform and Pensions Act 1999 (c. 30), section 70 and Schedule 8, paragraph 22; the Tax Credits Act 2002 (c. 21), section 60, Schedule 6; and the Civil Partnership Act 2004 (c. 33) section 254 and Schedule 24, paragraph 13.
[F175A.—(1) Where—
(a)the claimant (or if the claimant is a member of a couple, at least one member of that couple) is a person to whom sub-paragraph (5) applies;
(b)the Secretary of State is satisfied that that person is undertaking exempt work as defined in sub-paragraph (6); and
(c)regulation 16 does not apply,
the amount specified in sub-paragraph (7) (“the specified amount”).
(2) Where this paragraph applies, paragraphs 1 to 5 and 7 do not apply; but in any case where the claimant is a lone parent, and the specified amount would be less than the amount specified in paragraph 2, then paragraph 2 applies instead of this paragraph.
(3) Notwithstanding regulation 13 (calculation of income and capital of members claimant’s family and of a polygamous marriage), if sub-paragraph (1) applies to one member of a couple (“A”) it shall not apply to the other member of that couple (“B”) except to the extent provided in sub-paragraph (4).
(4) Where A’s earnings are less than the specified amount, there shall also be disregarded so much of B’s earnings as would not when aggregated with A’s earnings exceed the specified amount; but the amount of B’s earnings which may be disregarded under this sub-paragraph is limited to a maximum of £20 unless the Secretary of State is satisfied that B is also undertaking exempt work.
(5) This sub-paragraph applies to a person who is—
(a)in receipt of a contributory employment and support allowance;
(b)in receipt of incapacity benefit;
(c)in receipt of severe disablement allowance; or
(d)being credited with earnings on the grounds of incapacity for work or limited capability for work under regulation 8B of the Social Security (Credits) Regulations 1975.
(6) “Exempt work” means work of the kind described in—
(a)regulation 45(2), (3) or (4) of the Employment and Support Allowance Regulations; or (as the case may be)
(b)regulation 17(2), (3) or (4) of the Social Security (Incapacity for Work) (General) Regulations 1995,
and, in determining for the purposes of this paragraph whether a claimant or a member of a couple is undertaking any type of exempt work, it is immaterial whether that person or their partner is also undertaking other work.
(7) The specified amount is the amount of money from time to time mentioned in any provision referred to in sub-paragraph (6) by virtue of which the work referred to in sub-paragraph (1) is exempt (or, where more than one such provision is relevant and those provisions mention different amounts of money, the highest of those amounts).]
Textual Amendments
6. Any amount or the balance of any amount which would fall to be disregarded under paragraph 18 or 19 of Schedule 3 had the claimant's income which does not consist of earnings been sufficient to entitle him to the full disregarded thereunder.
7. Except where the claimant or his partner qualifies for a £20 disregard under the preceding provisions of this Schedule—
(a)£5 shall be disregarded if a claimant who has no partner has earnings;
(b)£10 shall be disregarded if a claimant who has a partner has earnings.
8. Any earnings, other than earnings referred to in regulation 23(8)(b), derived from employment which ended before the day in respect of which the claimant first satisfies the conditions for entitlement to council tax benefit.
9.—(1) In a case where the claimant is a person who satisfies at least one of the conditions set out in sub-paragraph (2), and his net earnings equal or exceed the total of the amounts set out in sub-paragraph (3), the amount of his earnings that falls to be disregarded under this Schedule shall be increased by [F18£17.10.]
(2) The conditions of this sub-paragraph are that—
(a)the claimant, or if he has a partner, either the claimant or his partner, is a person to whom regulation 20(1)(c) of the Working Tax Credit Regulations applies; or
(b)the claimant—
(i)is, or any partner of his is, aged at least 25 and is engaged in remunerative work for on average not less than 30 hours per week; or
(ii)if he is a member of a couple—
(aa)at least one member of that couple is engaged in remunerative work for on average not less than 16 hours per week; and
(bb)his applicable amount includes a family premium under paragraph 3 of Schedule 1; or
(iii)is a lone parent who is engaged in remunerative work for on average not less than 16 hours per week; or
(iv)is, or if he has a partner, one of them is, engaged in remunerative work for on average not less than 16 hours per week and paragraph 5(1) above is satisfied in respect of that person; or
(c)the claimant is, or, if he has a partner, one of them is, a person to whom regulation 18(3) of the Working Tax Credit Regulations M18 (eligibility for 50 plus element) applies, or would apply if an application for working tax credit were to be made in his case.
(3) The following are the amounts referred to in sub-paragraph (1)—
(a)any amount disregarded under this Schedule;
(b)the amount of child care charges calculated as deductible under regulation 20(1)(c); and
[F19(c)£17.10.]
(4) The provisions of regulation 6 shall apply in determining whether or not a person works for on average not less than 30 hours per week, but as if the reference to 16 hours in paragraph (1) of that regulation was a reference to 30 hours.
Textual Amendments
F18Sum in Sch. 2 para. 9(1) substituted (1.4.2010) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(a), 22(7)
F19Sum in Sch. 2 para. 9(3)(c) substituted (1.4.2010) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(a), 22(7)
Modifications etc. (not altering text)
C15Sch. 2 para. 9(1) sum confirmed (coming into force in accordance with art. 1(2)(k) of the amending S.I.) by The Social Security Benefits Up-rating Order 2011 (S.I. 2011/821), arts. 1(2)(k), 23(7)
C16Sch. 2 para. 9(1) sum confirmed (1.4.2012) by The Social Security Benefits Up-rating Order 2012 (S.I. 2012/780), arts. 1(2)(k), 23(7)
C17Sch. 2 para. 9(3)(c) sum confirmed (coming into force in accordance with art. 1(2)(k) of the amending S.I.) by The Social Security Benefits Up-rating Order 2011 (S.I. 2011/821), arts. 1(2)(k), 23(7)
C18Sch. 2 para. 9(3)(c) sum confirmed (1.4.2012) by The Social Security Benefits Up-rating Order 2012 (S.I. 2012/780), arts. 1(2)(k), 23(8)
Marginal Citations
M18Amended by S.I. 2003/3815.
10. Where a payment of earnings is made in a currency other than Sterling, any banking charge or commission payable in converting to that payment into Sterling.
Regulation 23(9)
1. In addition to any sum which falls to be disregarded in accordance with paragraphs 2 to 6, £10 of any of the following, namely—
(a)a war disablement pension (except insofar as such a pension falls to be disregarded under paragraph 2 or 3);
[F20(b) a war widow’s pension or [F21war widower’s pension];]
(c)a pension payable to a person as a widow, widower or surviving civil partner under F22... 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 [F23and, if the amount of that payment has been abated to less than £10 by a [F24pension or payment falling within article 31(1)(a) or (b) of the Armed Forces and Reserve Forces (Compensation Scheme) Order 2005], so much of [F25that pension or payment] as would not, in aggregate with the amount of [F26any] 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.
Textual Amendments
F20Words in Sch. 3 para. 1(b) substituted (19.5.2008) by Social Security (Miscellaneous Amendments) (No.2) Regulations 2008 (S.I. 2008/1042), regs. 1(2), 6(5)(a)
F21Words in Sch. 3 para. 1(b) substituted (2.11.2009) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(3)(d), 9(5)(a)
F22Words in Sch. 3 para. 1(c) omitted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(8)(a)(i)
F23Words in Sch. 3 para. 1(d) inserted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(8)(a)(ii)
F24Words in Sch. 3 para. 1(d) substituted (2.11.2009) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(3)(d), 9(5)(b)(i)
F25Words in Sch. 3 para. 1(d) substituted (2.11.2009) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(3)(d), 9(5)(b)(ii)
F26Word in Sch. 3 para. 1(d) substituted (2.11.2009) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(3)(d), 9(5)(b)(iii)
2. The whole of any amount included in a pension to which paragraph 1 relates in respect of—
(a)the claimant's need for constant attendance;
(b)the claimant's exceptionally severe disablement.
3. Any mobility supplement under [F27article 20 of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006] (including such a supplement by virtue of any other scheme or order) or under article 25A of the Personal Injuries (Civilians) Scheme 1983 F28 or any payment intended to compensate for the non-payment of such a supplement.
Textual Amendments
F27Words in Sch. 3 para. 3 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(8)(b)
F28S.I. 1983/686; article 25A was inserted by S.I. 1983/1164 and amended by S.I. 1983/1164 and 1540, 1986/628, 1990/1300, 1991/708, 1992/702, 1995/445, 1997/812 and 2001/420.
[F294. 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
F29Sch. 3 para. 4 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(8)(c)
5. In the case of a pension awarded at the supplementary rate under article 27(3) of the Personal Injuries (Civilians) Scheme 1983 M19 (pensions to widows, widowers or surviving civil partners), the sum specified in paragraph 1(c) of Schedule 4 to that Scheme.
Marginal Citations
M19S.I. 1983/686; the relevant amending Instruments are S.I. 1994/715 and 2021.
6.—(1) Any payment which is—
(a)made under any of the Dispensing Instruments to a widow, 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
[F30(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).
Textual Amendments
7. £15 of any widowed parent's allowance to which the claimant is entitled under section 39A of the Act M20.
Marginal Citations
M20Section 39A was inserted by section 55 of the Welfare Reform and Pensions Act 1999 (c. 30).
8. £15 of any widowed mother's allowance to which the claimant is entitled under section 37 of the Act.
9. 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 £20.00, 100 per cent. of such payments; or
(b)where the aggregate of any such payments exceeds £20.00, £20.00 and 50 per cent. of the excess over £20.00.
10. If the claimant—
(a)owns the freehold or leasehold interest in any property or is a tenant of any property; and
(b)occupies a part of that property; and
(c)has an agreement with another person allowing that person to occupy another part of that property on payment of rent and—
(i)the amount paid by that person is less than £20 per week, the whole of that amount; or
(ii)the amount paid is £20 or more per week, £20.
11. 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 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;
(c)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;
(d)that the person to whom the loan was made or one of the annuitants occupies the dwelling on which it was secured as his home at the time the interest is paid; and
(e)that the interest payable on the loan is paid by the person to whom the loan was made or by one of the annuitants,
the amount, calculated on a weekly basis, equal to—
(i)where, or insofar as, section 369 of the Income and Corporation Taxes Act 1988 M21 (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.
Marginal Citations
M211988 c. 1; subsection (1A) was inserted by the Finance Act 1994 (c. 9), section 81(3), substituted by the Finance Act 1999 (c. 16), section 38(8) and Schedule 4, paragraph 4 and amended by the Finance Act 2000 (c. 7), section 83(3).
12.—(1) Any payment, other than a payment to which sub-paragraph (2) applies, made to the claimant by Trustees in exercise of a discretion exercisable by them.
(2) This sub-paragraph applies to payments made to the claimant by Trustees in exercise of a discretion exercisable by them for the purpose of—
(a)obtaining food, [F31ordinary clothing or footwear] or household fuel;
(b)the payment of rent, council tax or water charges for which that claimant or his partner is liable;
(c)meeting housing costs of a kind specified in Schedule 2 to the State Pension Credit Regulations 2002 M22.
(3) In a case to which sub-paragraph (2) applies, £20 or—
(a)if the payment is less than £20, the whole payment;
(b)if, in the claimant's case, £10 is disregarded in accordance with paragraph 1 (a) to (g), £10 or the whole payment if it is less than £10; or
(c)if, in the claimant's case, £15 is disregarded under paragraph 7 or paragraph 8 and—
(i)he has no disregard under paragraph 1(a) to (g), £5 or the whole payment if it is less than £5;
(ii)he has a disregard under paragraph 1(a) to (g), nil.
(4) For the purposes of this paragraph, “ [F32ordinary clothing or footwear] ” means clothing or footwear for normal daily use, but does not include school uniforms, or clothing and footwear used solely for sporting activities.
Textual Amendments
F31Words in Sch. 3 para. 12(2)(a) substituted (19.5.2008) by Social Security (Miscellaneous Amendments) (No.2) Regulations 2008 (S.I. 2008/1042), regs. 1(2), 6(5)(b)
F32Words in Sch. 3 para. 12(4) substituted (19.5.2008) by Social Security (Miscellaneous Amendments) (No.2) Regulations 2008 (S.I. 2008/1042), regs. 1(2), 6(5)(b)
Marginal Citations
M22S.I. 2002/1792; amended by S.I. 2002/3019 and 2002/3197, 2003/1195 and 2003/2274, 2004/552, 2004/2327 and 2004/2825 and 2005/522.
13. Any increase in [F33pension or allowance under Part 2 or 3 of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006] paid in respect of a dependent other than the pensioner's F34... partner.
Textual Amendments
F33Words in Sch. 3 para. 13 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(8)(e)(i)
F34Words in Sch. 3 para. 13 omitted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(8)(e)(ii)
14. Any payment ordered by a court to be made to the claimant or the claimant's partner in consequence of any accident, injury or disease suffered by the person or a child of the person to or in respect of whom the payments are made.
15. Periodic payments made to the claimant or the claimant's partner under an agreement entered into in settlement of a claim made by the claimant or, as the case may be, the claimant's partner for an injury suffered by him.
16. Any income which is payable outside the United Kingdom for such period during which there is a prohibition against the transfer to the United Kingdom of that income.
17. Any banking charges or commission payable in converting to Sterling payments of income made in a currency other than Sterling.
18. Where the claimant makes a parental contribution in respect of a student attending a course at an establishment in the United Kingdom or undergoing education in the United Kingdom, which contribution has been assessed for the purposes of calculating—
(a)under, or pursuant to regulations made under powers conferred by, sections 1 or 2 of the Education Act 1962 or section 22 of the Teaching and Higher Education Act 1998 M23, that student's award;
(b)under regulations made in exercise of the powers conferred by section 49 of the Education (Scotland) Act 1980 M24, that student's bursary, scholarship, or other allowance under that section or under regulations made in exercise of the powers conferred by section 73 of that Act of 1980, any payment to that student under that section; or
(c)the student's student loan,
an amount equal to the weekly amount of that parental contribution, but only in respect of the period for which that contribution is assessed as being payable.
19.—(1) Where the claimant is the parent of a student aged under 25 in advanced education who either—
(a)is not in receipt of any award, grant or student loan in respect of that education; or
(b)is in receipt of an award under section 2 of the Education Act 1962 (discretionary awards) or an award bestowed by virtue of the Teaching and Higher Education Act 1998, or regulations made thereunder, or a bursary, scholarship or other allowance under section 49(1) of the Education (Scotland) Act 1980, or a payment under section 73 of that Act of 1980,
and the claimant makes payments by way of a contribution towards the student's maintenance, other than a parental contribution falling within paragraph 18, an amount specified in sub-paragraph (2) in respect of each week during the student's term.
(2) For the purposes of sub-paragraph (1), the amount shall be equal to—
(a)the weekly amount of the payments; or
(b)the amount by way of a personal allowance for a single claimant under 25 less the weekly amount of any award, bursary, scholarship, allowance or payment referred to in sub-paragraph (1)(b),
whichever is less.
20.—(1) Where a claimant's applicable amount includes an amount by way of a family premium, £15 of any payment of maintenance, whether under a court order or not, which is made or due to be made by the claimant's spouse, civil partner, former spouse or former civil partner or the claimant's partner's spouse, civil partner, former spouse, or former civil partner.
(2) For the purposes of sub-paragraph (1), where more than one maintenance payment falls to be taken into account in any week, all such payments shall be aggregated and treated as if they were a single payment.
21. Except in a case which falls under paragraph 9 of Schedule 2, where the claimant is a person who satisfies [F35any of] the conditions of sub-paragraph (2) of that paragraph, any amount of working tax credit up to [F36£17.10.]
Textual Amendments
F35Words in Sch. 3 para. 21 inserted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(8)(f)
F36Sum in Sch. 3 para. 21 substituted (1.4.2010) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(a), 22(8)
Modifications etc. (not altering text)
C19Sch. 3 para. 21 sum confirmed (coming into force in accordance with art. 1(2)(k) of the amending S.I.) by The Social Security Benefits Up-rating Order 2011 (S.I. 2011/821), arts. 1(2)(k), 23(8)
F3722. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F37Sch. 3 para. 22 omitted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(8)(g)
[F3823. Where the total value of any capital specified in Part 2 (capital disregarded only for the purposes of determining deemed income) of Schedule 4 does not exceed £10,000, any income actually derived from such capital.]
Textual Amendments
F38Sch. 3 para. 23 substituted (2.11.2009) by The Social Security (Deemed Income from Capital) Regulations 2009 (S.I. 2009/1676), regs. 1, 9(2)
24. Except in the case of income from capital specified in Part 2 of Schedule 4, any actual income from capital.
[F3925. Where the claimant, or the person who was the partner of the claimant on 31st March 2003, was entitled on that date to income support or an income-based jobseeker’s allowance but ceased to be so entitled on or before 5th April 2003 by virtue only of regulation 13 of the Housing Benefit (General) Amendment (No 3) Regulations 1999 as in force at that date, the whole of his income.]
Textual Amendments
Regulation 34(2)
1. 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.
2. 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 the earlier, or such longer period as is reasonable in the circumstances to enable him to obtain possession and commence occupation of those premises.
3. 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 necessary to enable those repairs or alterations to be carried out.
4. Any premises occupied in whole or in part—
(a)by a person who is a relative of the claimant or his partner as his home [F40where that person has attained the qualifying age for state pension credit or is incapacitated];
(b)by the former partner of the 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 or with whom he had formed a civil partnership that has been dissolved.
Textual Amendments
F40Words in Sch. 4 para. 4(a) substituted (6.4.2010) by The Social Security (Equalisation of State Pension Age) Regulations 2009 (S.I. 2009/1488), regs. 1, 39(2)
5. 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.
6. Where a claimant has ceased to occupy what was formerly the dwelling occupied as the home following his estrangement or divorce from his former partner or the 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 or, where the dwelling is occupied as the home by the former partner who is a lone parent, for so long as it is so occupied.
7. Any premises where the claimant is taking reasonable steps to dispose of the whole of his interest in 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.
8. All personal possessions.
9. 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 those assets.
10. The assets of any business owned in whole or in part by the claimant if—
(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 council tax benefit is 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.
11. The surrender value of any policy of life insurance.
12. The value of any funeral plan contract; and for this purpose, “funeral plan contract” means a contract under which—
(a)the claimant makes one or more payments to another person (“the provider”);
(b)the provider undertakes to provide, or secure the provision of, a funeral in the United Kingdom for the claimant on his death; and
(c)the sole purpose of the plan is to provide or secure the provision of a funeral for the claimant on his death.
13. Where an ex-gratia payment 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 or deceased civil partner; or
(d)the claimant's partner's deceased spouse or deceased civil partner,
by the Japanese during the Second World War, an amount equal to that payment.
14.—(1) Subject to sub-paragraph (2), the amount of any trust payment made to a claimant or a claimant's partner who is—
(a)a diagnosed person;
(b)a diagnosed person's partner or was a diagnosed person's partner at the time of the diagnosed person's death; or
(c)a parent of a diagnosed person, a person acting in place of the diagnosed person's parents or a person who was so acting 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.
(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 claimant's partner who is—
(a)the diagnosed person;
(b)a diagnosed person's partner or was a diagnosed person's partner at the date of the diagnosed person's death; or
(c)a parent of a diagnosed person, a person acting in place of the diagnosed person's parents or a person who was so acting at the date of the diagnosed person's death.
(4) Where a payment such as referred to in sub-paragraph (3) is made to—
(a)a person referred to in sub-paragraph (3)(a) or (b), that sub-paragraph shall apply for the period beginning on the date on which the payment is made and ending on the date on which that person dies;
(b)a person referred to in sub-paragraph (3)(c), that sub-paragraph shall apply for the period beginning on the date on which the payment is made and ending two years after that date.
(5) In this paragraph, a reference to a person—
(a)being the diagnosed person's partner;
(b)acting in 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 residing in a care home or an independent hospital.
(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.
15. The amount of any payment, other than a [F41war pension], to compensate for the fact that the claimant, the claimant's partner, the claimant's deceased spouse or civil partner or the claimant's partner's deceased spouse or 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
F41Words in Sch. 4 para. 15 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(9)(a)
16.—(1) Any payment made under [F42or by]—
(a)the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments) (No. 2) Trust, the Fund, the Eileen Trust[F43, MFET Limited], the Skipton Fund[F44, the Caxton Foundation], or the London Bombings Relief Charitable Fund (collectively referred to in this paragraph as “the Trusts”); or
(b)the Independent Living [F45Fund (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 [F42or by] any of the Trusts and which is made to or for the benefit of that person's partner or former partner from whom he is not, or where that person has died was not, estranged or divorced or 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.
(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 or, 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 [F42or by] any of the Trusts and which is made to or for the benefit of the person who is suffering from haemophilia or who is a qualifying person.
(4) Any payment by a person who is suffering from haemophilia or who is a qualifying person, which derives from a payment under [F42or by] any of the Trusts, where—
(a)that person has no partner or former partner from whom he is not estranged or divorced or with whom he has formed a civil partnership that has not been dissolved, nor any child who is or had been a member of that person's household; 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 or a student who has not completed his full-time education and has no parent or step-parent, to any person standing in the place of his parent,
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 [F42or by] any of the Trusts, 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 or with whom he had formed a civil partnership that had not been dissolved, nor any child who was or had been a member of his household; 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 or a student who had not completed his full-time education and had no parent or step-parent, to any person standing in place of his parent,
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
F42Words in Sch. 4 para. 16(1)-(5) inserted (1.4.2010 for specified purposes, 5.4.2010 in so far as not already in force) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(3)(d), 11(5)(c)
F43Words in Sch. 4 para. 16(1)(a) inserted (1.4.2010 for specified purposes, 5.4.2010 in so far as not already in force) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(3)(d), 11(3)(d)
F44Words in Sch. 4 para. 16(1)(a) inserted (31.10.2011) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2011 (S.I. 2011/2425), regs. 1(2), 22(8)
F45Words in Sch. 4 para. 16(1)(b) substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 9(5)(b)
17.—(1) An amount equal to the amount of any payment made in consequence of any personal injury to the claimant or, if the claimant has a partner, to the partner.
(2) Where the whole or part of the payment is administered—
(a)by the High Court or the County Court under Rule 21.11(1) of the Civil Procedure Rules 1998 M25, or the Court of Protection;
(b)in accordance with an order made under Rule 36.14 of the Ordinary Cause Rules 1993 M26 or under Rule 128 of those Rules; or
(c)in accordance with the terms of a trust established for the benefit of the claimant or his partner,
the whole of the amount so administered.
Marginal Citations
M26First 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; the relevant amending Instrument is S.I. 1996/2167.
18. Any amount specified in paragraph 19, 20[F46, 21 or 25A] for a period of one year beginning with the date of receipt.
Textual Amendments
F46Words in Sch. 4 para. 18 substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(9)(b)
19. Amounts paid under a policy of insurance in connection with the loss of or damage to the property occupied by the claimant as his home and to his personal possessions.
20. So much of any amounts paid to the claimant or deposited in the claimant's name for the sole purpose of—
(a)purchasing premises which the claimant intends to occupy as his home; or
(b)effecting essential repairs or alterations to the premises occupied or intended to be occupied by the claimant as his home.
21.—(1) Subject to paragraph 22 any amount paid—
(a)by way of arrears of benefit;
(b)by way of compensation for the late payment of benefit;
(c)in lieu of the payment of benefit;
(d)to rectify, or compensate for, an official error, as defined for the purposes of paragraph 22, being an amount to which that paragraph does not apply;
(e)by a local authority out of funds provided under either section 93 of the Local Government Act 2000 M27 under a scheme known as “Supporting People” or section 91 of the Housing (Scotland) Act 2001 M28.
(2) In sub-paragraph (1), “benefit” means—
(a)attendance allowance under section 64 of the Act;
(b)disability living allowance;
(c)income support;
(d)income-based jobseeker's allowance;
(e)state pension credit;
(f)housing benefit;
(g)council tax benefit;
(h)child tax credit;
(i)an increase of a disablement pension under section 104 of the Act (increase where constant attendance is needed), and any further increase of such a pension under section 105 of the Act (increase for exceptionally severe disablement);
(j)any amount included on account of the claimant's exceptionally severe disablement or need for constant attendance in a war disablement pension or a war widow's or widower's pension.
[F47(k)any discretionary housing payment paid pursuant to regulation 2(1) of the Discretionary Financial Assistance Regulations 2001; F48...
(l)working tax credit]; [F49or]
[F49(m)income-related employment and support allowance,]
Textual Amendments
F47Sch. 4 para. 21(2)(k)(l) inserted by SI 2005/2502 reg. 3(14) (as amended) (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. 27(30) (with regs. 2, 3, Sch. 3, Sch. 4)
F48Word in Sch. 4 para. 21(1)(k) omitted (27.10.2008) by virtue of The Employment and Support Allowance (Consequential Provisions) Regulations 2008 (S.I. 2008/1082), regs. 1, 79(a)(i)
F49Sch. 4 para. 21(1)(m) and word inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) Regulations 2008 (S.I. 2008/1082), regs. 1, 79(a)(ii)
Marginal Citations
22.—(1) Subject to sub-paragraph (3), any payment of £5,000 or more which has been made to rectify, or to compensate for, an official error relating to a relevant benefit and has been received by the claimant in full on or after the day on which he became entitled to benefit under these Regulations or under the Council Tax Benefit Regulations 2006.
(2) Subject to sub-paragraph (3), the total amount of any payments disregarded under—
(a)paragraph 7(2) of Schedule 10 to the Income Support (General) Regulations 1987 M29;
(b)paragraph 12(2) of Schedule 8 to the Jobseeker's Allowance Regulations M30;
(c)paragraph 9(2) of Schedule 5 to the Council Tax Benefit Regulations 2006;
(d)paragraph 20A of Schedule 5 to the State Pension Credit Regulations 2002 M31,
[F50(e)paragraph 11(2) of Schedule 9 to the Employment and Support Allowance Regulations,]
where the award in respect of which the payments last fell to be disregarded under those Regulations either terminated immediately before the relevant date or is still in existence at that date.
(3) Any disregard which applies under sub-paragraph (1) or (2) shall have effect until the award comes to an end.
(4) In this paragraph—
“the award”, except in sub-paragraph (2), means—
the award of benefit under these Regulations during which the relevant sum or, where it is paid in more than one instalment, the first instalment of that sum is received; and
where that award is followed by one or more further awards which, or each of which, begins immediately after the previous award ends, such further awards until the end of the last such award, provided that, for such further awards, the claimant—
is the person who received the relevant sum;
is the partner of that person; or
was the partner of that person at the date of his death;
“official error”—
where the error relates to housing benefit or council tax benefit, has the meaning given by regulation 1(2) of the Decisions and Appeals Regulations M32; and
where the error relates to any other relevant benefit, has the meaning given by regulation 1(3) of the Social Security and Child Support (Decisions and Appeals) Regulations 1999 M33;
“the relevant date” means—
in the case of an existing award of benefit under these Regulations or the Council Tax Benefit Regulations 2006, 6th October 2003; and
in any other case, the date on which the claim for benefit under these Regulations or the Council Tax Benefit Regulations 2006 was made;
“relevant benefit” means any benefit specified in paragraph 21(2); and
“the relevant sum” means the payment referred to in sub-paragraph (1) or the total amount referred to in sub-paragraph (2).
Textual Amendments
F50Sch. 4 para. 22(2)(e) added (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) Regulations 2008 (S.I. 2008/1082), regs. 1, 79(b)
Marginal Citations
M29S.I. 1987/1967; paragraph 7(2) was inserted by S.I. 2002/2380.
M30Paragraph 12(2) inserted by S.I. 2002/2380.
M31S.I. 2002/1792; paragraph 20A was inserted by S.I. 2002/3197 and substituted by S.I. 2003/2274.
M32S.I. 2001/1002; relevant amending instruments are S.I. 2002/1379 and 1703.
M33S.I. 1999/991; relevant amending instrument is S.I. 2002/1379.
23. Where a capital asset is held in a currency other than Sterling, any banking charge or commission payable in converting that capital into Sterling.
24. The value of the right to receive income from an occupational pension scheme or a personal pension scheme.
F5125. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F51Sch. 4 para. 25 omitted (16.7.2007) by virtue of Social Security (Miscellaneous Amendments) (No.3) Regulations 2007 (S.I. 2007/1749), regs. 1, 7(6)
[F5225A. Any arrears of supplementary pension which is disregarded under paragraph 4 of Schedule 3 (amounts to be disregarded in the calculation of income other than earnings) or of any amount which is disregarded under paragraph 5 or 6 of that Schedule.]
Textual Amendments
F52Sch. 4 para. 25A inserted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 8(9)(c)
26. The dwelling occupied as the home; but only one dwelling shall be disregarded under this paragraph.
[F5326A.—(1) Subject to sub-paragraph (2), where a claimant satisfies the conditions in section 131(3) and (6) of the Act (entitlement to alternative maximum council tax benefit), the whole of his capital.
(2) Sub-paragraph (1) does not apply, where in addition to satisfying the conditions in section 131(3) and (6) of the Act the claimant also satisfies the conditions in section 131(4) and (5) of the Act (entitlement to the maximum council tax benefit).]
Textual Amendments
F53Sch. 4 para. 26A inserted (19.5.2008) by Social Security (Miscellaneous Amendments) (No.2) Regulations 2008 (S.I. 2008/1042), regs. 1(2), 6(6)
[F5426B. Any payment made under Part 8A of the Act (entitlement to health in pregnancy grant).]
Textual Amendments
F54Sch. 4 para. 26B added (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. 9(9)
[F55[F5626C.] Where a person elects to be entitled to a lump sum under Schedule 5 or 5A to the Contributions and Benefits Act 1992 or under Schedule 1 to the Graduated Retirement Benefit Regulations, or is treated as having made such an election, and a payment has been made pursuant to that election, an amount equal to—
(a)except where sub-paragraph (b) applies, the amount of any payment or payments made on account of that lump sum;
(b)the amount of that lump sum,
but only for so long as that person does not change that election in favour of an increase of pension or benefit.]
Textual Amendments
F55Words in Sch. 4 para. 26B inserted (6.4.06) by reg. 12(4) of S.I. 2005/2677 (as amended) (6.3.2006) by The Housing Benefit and Council Tax Benefit (Consequential Provisions) Regulations 2006 (S.I. 2006/217) [Editorial note: The original amended provision S.I.1992/1814, Sch. 5ZA para. 25B was revoked and consolidated as S.I. 2006/216, Sch. 4 para. 26B, see S.I. 2006/217]
F56Sch. 4 para. 26C: Sch. 4 para. 26B renumbered as Sch. 4 para. 26C (1.4.2010) by The Housing Benefit and Council Tax Benefit (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/2608), regs. 1(2), 5(4)
[F5726D. Any payments made by virtue of regulations made under—
(a)section 57 of the Health and Social Care Act 2001 (direct payments);
(b)section 12B of the Social Work (Scotland) Act 1968 (direct payments in respect of community care services); or
(c)sections 12A to 12C of the National Health Service Act 2006 (direct payments for health care).]
Textual Amendments
27. The value of the right to receive any income under a life interest or from a life rent.
28. 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.
29. The value of the right to receive any income under an annuity or the surrender value (if any) of such an annuity.
30. Where property is held under a trust, other than—
(a)a charitable trust within the meaning of the Charities Act 1993 M34; or
(b)a trust set up with any payment to which paragraph 16 of this Schedule applies,
and under the terms of the trust, payments fall to be made, or the trustees have a discretion to make payments, to or for the benefit of the claimant or the claimant's partner, or both, that property.
Marginal Citations
Regulation 44
F58 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F58Sch. 5 omitted (6.10.2008) by virtue of The Housing Benefit and Council Tax Benefit (Extended Payments) Amendment Regulations 2008 (S.I. 2008/959), regs. 1(1), 11(5)(c)
F58 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F58Sch. 5 omitted (6.10.2008) by virtue of The Housing Benefit and Council Tax Benefit (Extended Payments) Amendment Regulations 2008 (S.I. 2008/959), regs. 1(1), 11(5)(c)
F58 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F58Sch. 5 omitted (6.10.2008) by virtue of The Housing Benefit and Council Tax Benefit (Extended Payments) Amendment Regulations 2008 (S.I. 2008/959), regs. 1(1), 11(5)(c)
F58 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F58Sch. 5 omitted (6.10.2008) by virtue of The Housing Benefit and Council Tax Benefit (Extended Payments) Amendment Regulations 2008 (S.I. 2008/959), regs. 1(1), 11(5)(c)
F58 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F58Sch. 5 omitted (6.10.2008) by virtue of The Housing Benefit and Council Tax Benefit (Extended Payments) Amendment Regulations 2008 (S.I. 2008/959), regs. 1(1), 11(5)(c)
F58 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F58Sch. 5 omitted (6.10.2008) by virtue of The Housing Benefit and Council Tax Benefit (Extended Payments) Amendment Regulations 2008 (S.I. 2008/959), regs. 1(1), 11(5)(c)
F58 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F58Sch. 5 omitted (6.10.2008) by virtue of The Housing Benefit and Council Tax Benefit (Extended Payments) Amendment Regulations 2008 (S.I. 2008/959), regs. 1(1), 11(5)(c)
Regulation 46
Modifications etc. (not altering text)
C20Sch. 6 Table para. 1(1)(b)(i) sum confirmed (1.4.2010) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(a), 22(9)(a)
C21Sch. 6 Table para. 1(1)(b)(ii) sum confirmed (1.4.2010) by The Social Security Benefits Up-rating Order 2010 (S.I. 2010/793), arts. 1(2)(a), 22(9)(b)
1.—(1) Subject to paragraphs 2 and 3, the alternative maximum council tax benefit in respect of a day for the purpose of regulation 46 shall be determined in accordance with the following Table and in this Table
[F59(a)“second adult” means any person or persons residing with the claimant to whom section 131(6) of the Act applies; and
(b)“persons to whom regulation 45(2) of the Council Tax Benefit Regulations 2006 applies” includes any person to whom that regulation would apply were they, and their partner if they had one, below the qualifying age for state pension credit.]
(2) In this Schedule “council tax due in respect of that day” means the council tax payable under section 10 or 78 of the 1992 Act less
[F60(a)any reductions made in consequence of any enactment in, or under, the 1992 Act; and
(b)in a case to which sub-paragraph (c) in column (1) of the table below applies, the amount of any discount which may be appropriate to the dwelling under the 1992 Act.]
(1) | (2) |
---|---|
Second adult | Alternative maximum council tax benefit |
(a)Where the second adult or all second adults are in receipt of income support[F61, income-related employment and support allowance] or state pension credit or are persons on an income based jobseeker's allowance; | (a)25 per cent. of the council tax due in respect of that day; |
(b)Where the gross income of the second adult or, where there is more than one second adult, their aggregate gross income disregarding any income of person on income support, [F62income-related employment and support allowance,] state pension credit or an income based jobseeker's allowance— | (b) |
(i)is less than [F63£180.00] per week; | (i)15 per cent. of the council tax due in respect of that day; |
(ii)is not less than [F64£180.00] per week but less than [F64£235.00] per week. | (ii)7.5 per cent. of the council tax due in respect of that day. |
(c)[F65here the dwelling would be wholly occupied by one or more persons to whom regulation 45(2) of the Council Tax Benefit Regulations 2006 applies but for the presence of one or more second adults who are in receipt of income support, state pension credit[F66, an income-related employment and support allowance] or are persons on an income-based jobseeker’s allowance. | (c)100 per cent. of the council tax due in respect of that day.] |
Textual Amendments
F59Words in Sch. 6 para. 1(1) substituted (1.4.2006) by Social Security (Miscellaneous Amendments) Regulations 2006 (S.I. 2006/588), regs. 1(4), 11(4)(a)
F60Words in Sch. 6 para. 1(2) substituted (1.4.2006) by Social Security (Miscellaneous Amendments) Regulations 2006 (S.I. 2006/588), regs. 1(4), 11(4)(b)
F61Words in Sch. 6 para. 1 inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) Regulations 2008 (S.I. 2008/1082), regs. 1, 80(a)
F62Words in Sch. 6 para. 1 inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) Regulations 2008 (S.I. 2008/1082), regs. 1, 80(b)
F63Sum in Sch. 6 para. 1 substituted (1.4.2012) by The Social Security Benefits Up-rating Order 2012 (S.I. 2012/780), arts. 1(2)(k), 23(9)(a)
F64Sums in Sch. 6 para. 1 substituted (1.4.2012) by The Social Security Benefits Up-rating Order 2012 (S.I. 2012/780), arts. 1(2)(k), 23(9)(b)
F65Words in Sch. 6 para. 1 inserted (1.4.2006) by Social Security (Miscellaneous Amendments) Regulations 2006 (S.I. 2006/588), regs. 1(4), 11(4)(c)
F66Words in Sch. 6 para. 1 inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) Regulations 2008 (S.I. 2008/1082), regs. 1, 80(c)
2. In determining a second adult's gross income for the purposes of this Schedule, there shall be disregarded from that income—
(a)any attendance allowance, or any disability allowance under section 71 of the Act;
(b)any payment made under [F67or by] the Trusts, the Fund, the Eileen Trust[F68, MFET Limited][F69, the Skipton Fund, the Caxton Foundation] or the Independent Living [F70Fund (2006)] which had his income fallen to be calculated under regulation 30 of the Council Tax Benefit Regulations 2006 (calculation of income other than earnings) would have been disregarded under paragraph 24 of Schedule 4 to those Regulations (income in kind); and
(c)any payment which had his income fallen to be calculated under regulation 30 of the Council Tax Benefit Regulations 2006 would have been disregarded under paragraph 36 of Schedule 4 to those Regulations (payments made under certain trusts and certain other payments).
Textual Amendments
F67Words in Sch. 6 para. 2(b) inserted (1.4.2010 for specified purposes, 5.4.2010 in so far as not already in force) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(3)(d), 11(5)(d)
F68Words in Sch. 6 para. 2(b) inserted (1.4.2010 for specified purposes, 5.4.2010 in so far as not already in force) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(3)(d), 11(3)(e)
F69Words in Sch. 6 para. 2(b) inserted (31.10.2011) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2011 (S.I. 2011/2425), regs. 1(2), 22(7)
F70Words in Sch. 6 para. 2(b) substituted (17.11.2008) by The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 9(5)(c)
3. Where there are two or more second adults residing with the claimant for benefit and any such second adult falls to be disregarded for the purposes of discount in accordance with Schedule 1 to the 1992 Act, his income shall be disregarded in determining the amount of any alternative maximum council tax benefit, unless that second adult is a member of a couple and his partner does not fall to be disregarded for the purposes of discount.
Regulation 61(1)
1. The statement of matters to be included in any decision notice issued by a relevant authority to a person, and referred to in regulation 61 (notification of decision) and in regulation 10 of the Decisions and Appeals Regulations are those matters set out in the following provisions of this Schedule.
2. Every decision notice shall include a statement as to the right of any person affected by that decision to request a written statement under regulation 61(2) (requests for statement of reasons) and the manner and time in which to do so.
3. Every decision notice shall include a statement as to the right of any person affected by that decision to make an application for a revision in accordance with regulation 4(1)(a) of the Decisions and Appeals Regulations M35 and, where appropriate, to appeal against that decision and the manner and time in which to do so.
Marginal Citations
M35Amended by S.I. 2002/1379.
4. Every decision notice following an application for a revision in accordance with regulation 4(1)(a) of the Decisions and Appeals Regulations shall include a statement as to whether the original decision in respect of which the person made his representations has been confirmed or revised and where the relevant authority has not revised the decision the reasons why not.
5. Every decision notice following an application for a revision in accordance with regulation 4(1)(a) of the Decisions and Appeals Regulations shall, if the original decision has been revised, include a statement as to the right of any person affected by that decision to apply for a revision in accordance with regulation 4(1)(a) of those Regulations and the manner and time in which to do so.
6. An authority may include in the decision notice any other matters not prescribed by this Schedule which it sees fit, whether expressly or by reference to some other document available without charge to the person.
7. Parts 2, 3 and 4 of this Schedule shall apply only to the decision notice given on a claim.
8. Where a decision notice is given following a revision of an earlier decision—
(a)made of the authority's own motion which results in a revision of that earlier decision; or
(b)made following an application for a revision in accordance with regulation 4(1)(a) of the Decisions and Appeals Regulations, whether or not resulting in a revision of that earlier decision,
that notice shall, subject to paragraph 6, contain a statement only as to all the matters revised.
Textual Amendments
F71Words in Sch. 7 Pt. 2 para. 9 heading inserted (6.10.2008) by The Housing Benefit and Council Tax Benefit (Extended Payments) Amendment Regulations 2008 (S.I. 2008/959), regs. 1(1), 11(6)(a)
9.—(1) Where a person on state pension credit is awarded council tax benefit, the decision notice shall include a statement as to—
(a)the normal weekly amount of council tax which may be rounded to the nearest penny;
(b)the normal weekly amount of the council tax benefit, which amount may be rounded to the nearest penny;
(c)the amount of and the category of non-dependant deductions made under regulation 42, if any;
(d)the first day of entitlement to the council tax benefit; and
(e)his duty to notify any change of circumstances which might affect his entitlement to, or the amount of council tax benefit and, without prejudice to the extent of the duty owed under regulation 59 (duty to notify changes of circumstances), the kind of change of circumstances which is to be notified, either upon the notice or by reference to some other document available to him on application without charge,
and in any case where the amount to which sub-paragraph (a) or (b) refers disregards fractions of a penny, the notice shall include a statement to that effect.
(2) In a case where a person on state pension credit has entitlement only to the savings credit, the following additional matters shall also be set out—
(a)the applicable amount and the basis of calculation;
(b)the amount of the savings credit F72... taken into account;
(c)the amount of the person's income and capital as notified to the local authority by the Secretary of State and taken into account for the purposes of the council tax benefit assessment;
(d)any modification of the claimant's income or capital made in accordance with regulation 17 (calculation of claimant's income in savings credit only cases); and
(e)the amount of the claimant's capital if paragraph (7) of regulation 17 applies in his case.
[F73(3) Where a claimant is entitled to an extended payment (qualifying contributory benefits) in accordance with regulation 44, the decision notice shall include a statement as to the matters set out in paragraph 9(1).]
Textual Amendments
F72Words in Sch. 7 para. 9(2)(b) omitted by SI 2005/2502 reg. 3(15) (as amended) (6.3.2006) by virtue of The Housing Benefit and Council Tax Benefit (Consequential Provisions) Regulations 2006 (S.I. 2006/217), reg. 1(1), Sch. 2 para. 27(31) (with regs. 2, 3, Sch. 3, Sch. 4)
10. Where a person is not on state pension credit but is awarded council tax benefit, the decision notice shall include a statement as to—
(a)the matters set out in paragraph 9;
(b)his applicable amount and how it is calculated;
(c)his weekly earnings; and
(d)his weekly income other than earnings.
11. Where an authority makes a decision under regulation 14 (circumstances in which income of non-dependant is to be treated as claimant's) the decision notice shall contain a statement as to—
(a)the fact that a decision has been made by reference to the income and capital of the claimant's non-dependant; and
(b)the relevant authority's reasons for making that decision.
12. Where a person is not awarded council tax benefit under regulation 40 (maximum council tax benefit)—
(a)on grounds of income, the decision notice shall include a statement as to—
(i)the matters set out in paragraph 9(1)(a); and
(ii)the matters set out in paragraph 10(b) to (d) where the person is not on state pension credit;
(b)on the grounds that the amount of the alternative maximum council tax benefit exceeds the appropriate maximum council tax benefit, the matters set out in paragraph 15;
(c)for any reason other than one mentioned in sub-paragraph (a) or (b), the decision notice shall include a statement as to the reason why no award has been made.
13. Where a person is awarded council tax benefit determined in accordance with regulation 46 and Schedule 6 (alternative maximum council tax benefit) the decision notice shall include a statement as to—
(a)the normal weekly amount of council tax, which amount may be rounded to the nearest penny;
(b)the normal weekly amount of the alternative maximum council tax benefit, which amount may be rounded to the nearest penny;
(c)the gross income or incomes and the rate of benefit which apply under Schedule 6;
(d)the first day of entitlement to benefit;
(e)the gross income of any second adult used to determine the rate of the alternative maximum council tax benefit or if any such adult is on income support, state pension credit[F74, an income-based jobseeker's allowance or an income-related employment and support allowance];
(f)the claimant's duty to notify any change of circumstances which might affect his entitlement to, or the amount of the alternative maximum council tax benefit and, without prejudice to the extent of the duty owed under regulation 59 (duty to notify changes of circumstances) the kind of change of circumstances which are to be notified, either upon the notice or by reference to some other document available to the claimant free of charge on application,
and in any case where the amount to which sub-paragraph (a) or (b) refers disregards fractions of a penny, the notice shall include a statement to that effect.
Textual Amendments
F74Words in Sch. 7 para. 13(e) substituted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) Regulations 2008 (S.I. 2008/1082), regs. 1, 81
14. Where a person is not awarded council tax benefit in accordance with regulation 46 and Schedule 6 (alternative maximum council tax benefit)—
(a)on the grounds that the gross income or as the case may be the aggregate gross incomes, of any second adult or adults in the claimant's dwelling is too high, the decision notice shall include a statement as to the matters set out in paragraphs 13(a), (c) and (e);
(b)on the grounds that the appropriate maximum council tax benefit is higher than the alternative maximum council tax benefit, the decision notice shall include a statement as to the matters set out in paragraph 15 below;
(c)for any reason not referred to in sub-paragraphs (a) and (b), the decision notice shall include a statement as to why no award has been made.
15. Where the amount of a claimant's council tax benefit in respect of a day is the greater of the appropriate maximum council tax benefit and the alternative maximum council tax benefit in his case the notice shall in addition to the matters set out in paragraphs 9, 10 or 13, as the case may be, include a statement as to—
(a)the amount of whichever is the lesser of the appropriate maximum council tax benefit or the alternative maximum council tax benefit in his case, which amount may be rounded to the nearest penny; and
(b)that this amount has not been awarded in consequence of the award of council tax benefit at a higher rate,
and in any case where the amount to which sub-paragraph (a) refers disregards fractions of a penny, the notice shall include a statement to that effect.
16. Except in cases to which paragraphs (a) and (b) of regulation 67 (excess benefit in consequence of a reduction in a relevant authority's council tax) refers, where the relevant authority makes a decision that there is recoverable excess benefit within the meaning of regulation 68 (recoverable excess benefit), the decision notice shall include a statement as to—
(a)the fact that there is recoverable excess benefit;
(b)the reason why there is recoverable excess benefit;
(c)the amount of recoverable excess benefit;
(d)how the amount of recoverable excess benefit was calculated;
(e)the benefit weeks to which the recoverable excess benefit relates; and
(f)the method or combination of methods by which the authority intends to recover the recoverable excess benefit, including—
(i)payment by or on behalf of the person concerned of the amount due by the specified date;
(ii)addition of the amount due to any amount in respect of the tax concerned for payment whether by instalments or otherwise by the specified date or dates; or
(iii)if recovery cannot be effected in accordance with heads (i) or (ii), requesting the Secretary of State to recover the excess benefits by deduction from the benefit prescribed in regulation 75 (recovery of excess benefits from prescribed benefits).
Textual Amendments
F75Sch. 8 inserted (20.12.2006) by Housing Benefit and Council Tax Benefit (Electronic Communications) Order 2006 (S.I. 2006/2968), arts. 1, 5(5), Sch.
1. In this Schedule “official computer system” means a computer system maintained by or on behalf of the relevant authority or of the Secretary of State for sending, receiving, processing or storing of any claim, certificate, notice, information or evidence.
2.—(1) The relevant authority may use an electronic communication in connection with claims for, and awards of, benefit under these Regulations.
(2) A person other than the relevant authority may use an electronic communication in connection with the matters referred to in sub-paragraph (1) if the conditions specified in sub-paragraphs (3) to (6) are satisfied.
(3) The first condition is that the person is for the time being permitted to use an electronic communication by an authorisation given by means of a direction of the Chief Executive of the relevant authority.
(4) The second condition is that the person uses an approved method of—
(a)authenticating the identity of the sender of the communication;
(b)electronic communication;
(c)authenticating any claim or notice delivered by means of an electronic communication; and
(d)subject to sub-paragraph (7), submitting to the relevant authority any claim, certificate, notice, information or evidence.
(5) The third condition is that any claim, certificate, notice, information or evidence sent by means of an electronic communication is in a form approved for the purposes of this Schedule.
(6) The fourth condition is that the person maintains such records in written or electronic form as may be specified in a direction given by the Chief Executive of the relevant authority.
(7) Where the person uses any method other than the method approved of submitting any claim, certificate, notice, information or evidence, that claim, certificate, notice, information or evidence shall be treated as not having been submitted.
(8) In this paragraph “approved” means approved by means of a direction given by the Chief Executive of the relevant authority for the purposes of this Schedule.
3. The relevant authority may use intermediaries in connection with—
(a)the delivery of any claim, certificate, notice, information or evidence by means of an electronic communication; and
(b)the authentication or security of anything transmitted by such means,
and may require other persons to use intermediaries in connection with those matters.
4.—(1) Any claim, certificate, notice, information or evidence which is delivered by means of an electronic communication shall be treated as having been delivered in the manner or form required by any provision of these Regulations, on the day the conditions imposed—
(a)by this Schedule; and
(b)by or under an enactment,
are satisfied.
(2) The relevant authority may, by a direction, determine that any claim, certificate, notice, information or evidence is to be treated as delivered on a different day (whether earlier or later) from the day provided for in sub-paragraph (1).
(3) Information shall not be taken to have been delivered to an official computer system by means of an electronic communication unless it is accepted by the system to which it is delivered.
5. If it is necessary to prove, for the purpose of any legal proceedings, the identity of—
(a)the sender of any claim, certificate, notice, information or evidence delivered by means of an electronic communication to an official computer system; or
(b)the recipient of any such claim, certificate, notice, information or evidence delivered by means of an electronic communication from an official computer system,
the sender or recipient, as the case may be, shall be presumed to be the person whose name is recorded as such on that official computer system.
6.—(1) If it is necessary to prove, for the purpose of any legal proceedings, that the use of an electronic communication has resulted in the delivery of any claim, certificate, notice, information or evidence this shall be presumed to have been the case where—
(a)any such claim, certificate, notice, information or evidence has been delivered to the relevant authority, if the delivery of that claim, certificate, notice, information or evidence has been recorded on an official computer system; or
(b)any such claim, certificate, notice, information or evidence has been delivered by the relevant authority, if the delivery of that certificate, notice, information or evidence has been recorded on an official computer system.
(2) If it is necessary to prove, for the purpose of any legal proceedings, that the use of an electronic communication has resulted in the delivery of any such claim, certificate, notice, information or evidence, this shall be presumed not to be the case, if that claim, certificate, notice, information or evidence delivered to the relevant authority has not been recorded on an official computer system.
(3) If it is necessary to prove, for the purpose of any legal proceedings, when any such claim, certificate, notice, information or evidence sent by means of an electronic communication has been received, the time and date of receipt shall be presumed to be that recorded on an official computer system.
7. If it is necessary to prove, for the purpose of any legal proceedings, the content of any claim, certificate, notice, information or evidence sent by means of an electronic communication, the content shall be presumed to be that recorded on an official computer system.]
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