The Social Security (Claims and Payments) Regulations 1987
- (i) adult disability payment within the meaning of regulation 2 of the Disability Assistance for Working Age People (Scotland) Regulations 2022; ...
- (ii) child disability payment within the meaning of regulation 2 of the Disability Assistance for Children and Young People (Scotland) Regulations 2021; ...
- (iii) pension age disability payment within the meaning of regulation 2 of the Disability Assistance for Older People (Scotland) Regulations 2024; ...
- (iv) Scottish adult disability living allowance within the meaning of regulation 2 of the Disability Assistance (Scottish Adult Disability Living Allowance) Regulations 2025 ; or
- (v) carer support payment within the meaning of regulation 2 of the Carer’s Assistance (Carer Support Payment) (Scotland) Regulations 2023.
Claims by persons subject to work-focused interviews
6A
- (1) This regulation applies to any person who is required to take part in a work-focused interview in accordance with regulations made under section 2A(1)(a) of the Social Security Administration Act 1992.
- (2) Subject to the following provisions of this regulation, where a person takes part in a work-focused interview, the date on which the claim is made shall be–
- (a) in a case where–
- (i) the claim made by the claimant meets the requirements of regulation 4(1), or
- (ii) the claim made by the claimant is for income support and meets the requirements of regulation 4(1A),
the date on which the claim is received in the appropriate office;
- (b) in a case where a claim does not meet the requirements of regulation 4(1) but is treated, under regulation 4(7), as having been duly made, the date on which the claim was treated as received in the appropriate office in the first instance;
- (c) in a case where–
- (i) first notification of intention to claim income support is made to an appropriate office, or
- (ii) a claim for income support is received in an appropriate office which does not meet the requirements of regulation 4(1A),
the date of notification or, as the case may be, the date the claim is first received where the properly completed claim form is received within 1 month of notification or the date the claim is first received, or the day on which a properly completed claim form is received where these requirements are not met.
- (d) without prejudice to sub-paragraphs (a) and (b), where a properly completed claim for incapacity benefit is received in an appropriate office within one month of the claimant first notifying such an office, by whatever means, of his intention to make that claim, the date of claim shall be the date on which that notification is made or the first day in respect of which the claim is made if later.
- (3) In a case where a decision is made that a person is regarded as not having made a claim for any benefit because he failed to take part in a work-focused interview but subsequently claims such a benefit, in applying paragraph (2) to that claim no regard shall be had to any claim regarded as not having been made in consequence of that decision.
- (4) Paragraph (2) shall not apply in any case where a decision has been made that the claimant has failed to take part in a work-focused interview.
- (5) In regulation 4 and this regulation, “work-focused interview” means an interview which is conducted for such purposes connected with employment or training as are specified in regulations made under section 2A of the Social Security Administration Act 1992.
Evidence and information
7
- (1) Subject to paragraph (7), every person who makes a claim for benefit shall furnish such certificates, documents, information and evidence in connection with the claim, or any question arising out of it, as may be required by the Board or, in a case where regulation 4A applies, the relevant authority and shall do so within one month of being required to do so or such longer period as the Board may consider reasonable.
- (1A) A claimant shall furnish such information and evidence as the Secretary of State may require as to the likelihood of future changes in his circumstances which is needed to determine—
- (a) whether a period should be specified as an assessed income period under section 6 of the 2002 Act in relation to any decision; and
- (b) if so, the length of the period to be so specified.
- (1B) The information and evidence required under paragraph (1A) shall be furnished within 1 month of the Secretary of State notifying the claimant of the requirement, or within such longer period as the Secretary of State considers reasonable in the claimant’s case.
- (1C) In the case of a claimant making a claim for state pension credit in the advance period, time begins to run for the purposes of paragraphs (1) and (1B) on the day following the end of that period.
- (2) Subject to paragraph (7), where a benefit may be claimed by either of two partners or where entitlement to or the amount of any benefit is or may be affected by the circumstances of a partner, the Board may require the partner other than the claimant to do either or both of the following, within one month of being required to do so or such longer period as the Board may consider reasonable—
- (a) to certify in writing whether he agrees to the claimant making the claim or, as the case may be, that he confirms the information given about his circumstances;
- (b) to furnish such certificates, documents, information and evidence in connection with the claim, or any question arising out of it, as the Board may require.
- (3) In the case of a claim for working families' tax credit or disabled persons' tax credit, the employer of the claimant or, as the case may be, of the partner shall, within one month of being required to do so or such longer period as the Board may consider reasonable, furnish such certificates, documents, information and evidence in connection with the claim or any question arising out of it as may be required by the Board.
- (4) In the case of a person who is claiming disabled persons' tax credit, working families' tax credit, income support jobseeker’s allowance, state pension credit or employment and support allowance, where that person or any partner has attained the qualifying age and is a member of, or a person deriving entitlement to a pension under, a personal pension scheme, or is a party to, or a person deriving entitlement to a pension under, a retirement annuity contract, he shall where the Board so require, within one month of being required to do so or such longer period as the Board may consider reasonable, furnish the following information—
- (a) the name and address of pension fund holder;
- (b) such other information including any reference or policy number as is needed to enable the personal pension scheme or retirement annuity contract to be identified.
- (5) Where the pension fund holder receives from the Board a request for details concerning the personal pension scheme or retirement annuity contract relating to a person or any partner to whom paragraph (4) refers, the pension fund holder shall, within one month of the request or such longer period as the Board may consider reasonable, provide the Board with any information to which paragraph (6) refers.
- (6) The information to which this paragraph refers is—
- (a) where the purchase of an annuity under a personal pension scheme has been deferred, the amount of any income which is being withdrawn from the personal pension scheme;
- (b) in the case of—
- (i) a personal pension scheme where income withdrawal is available, the rate of the annuity which may have been purchased with the funds held under the scheme; or
- (ii) a personal pension scheme where income withdrawal is not available, or a retirement annuity contract, the rate of the annuity which might have been purchased with the fund if the fund were held under a personal pension scheme where income withdrawal was available,
calculated by or on behalf of the pension fund holder by means of tables prepared from time to time by the Government Actuary which are appropriate for this purpose.
- (7) Paragraphs (1) and (2) do not apply in the case of jobseeker’s allowance.
- (8) Every person providing childcare in respect of which a claimant to whom regulation 46A of the Family Credit (General) Regulations 1987 applies is incurring relevant childcare charges, including a person providing childcare on behalf of a school, local authority, childcare scheme or establishment within paragraph (2)(b), (c) or (d) of that regulation, shall furnish such certificates, documents, information and evidence in connection with the claim made by the claimant, or any question arising out of it, as may be required by the Board, and shall do so within one month of being required to do so or such longer period as the Board may consider reasonable.
- (9) In paragraph (8) “relevant childcare charges” has the meaning given by regulation 46A(2) of the Family Credit (General) Regulations 1987.
Attendance in person
8
- (1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (2) Every person who makes a claim for benefit (other than a jobseeker’s allowance) shall attend at such office or place and on such days and at such times as the Secretary of State or the Board may direct, for the purpose of furnishing certificates, documents, information and evidence under regulation 7, if reasonably so required by the Secretary of State.
Interchange with claims for other benefits
9
- (1) Where it appears that a person who has made a claim for benefit specified in column (1) of Part I of Schedule 1 may be entitled to the benefit specified opposite to it in column (2) of that Part, any such claim may be treated by the Secretary of State or the Board as a claim alternatively, or in addition, to the benefit specified opposite to it in that column.
- (2) Where it appears that a person who has claimed any benefit specified in Part II of Schedule 1 in respect of a child may be entitled to child benefit in respect of the same child, the Secretary of State may treat the claim alternatively, or in addition, for the benefit in question as a claim by that person for child benefit.
- (3) Where it appears that a person who has claimed child benefit in respect of a child may be entitled to any benefit specified in Part II of Schedule 1 ... in respect of the same child, the Secretary of State may treat the claim for child benefit as a claim alternatively, or in addition, by that person for the benefit in question specified in that Part.
- (4) Where it appears that a person who has made a claim for benefit other than child benefit is not entitled to it, but that some other person may be entitled to an increase of benefit in respect of him, the Secretary of State may treat the claim as if it were a claim by such other person for an increase of benefit in respect of the claimant.
- (5) Where it appears that a person who has made a claim for an increase of benefit other than child benefit in respect of a child or adult dependant is not entitled to it but that some other person may be entitled to such an increase of benefit in respect of that child or adult dependant, the Secretary of State may treat the claim as if it were a claim by that other person for such an increase.
- (6) Where it appears that a person who has made a claim for a guardian's allowance in respect of any child is not entitled to it, but that the claimant, or the wife or husband of the claimant, may be entitled to an increase of benefit for that child, the Secretary of State may treat the claim as if it were a claim by the claimant or the wife or husband of the claimant for an increase of benefit for that child.
- (7) In determining whether he or they should treat a claim alternatively or in addition to another claim (the original claim) under this regulation the Secretary of State or the Board shall treat the alternative or additional claim, whenever made, as having been made at the same time as the original claim.
Claim for incapacity benefit, severe disablement allowance or employment and support allowance where no entitlement to statutory sick pay or statutory maternity pay
10
- (1) Paragraph (2) applies to a claim for incapacity benefit for a period of incapacity for work of which the claimant gave his employer a notice of incapacity under regulation 7 of the Statutory Sick Pay (General) Regulations 1982 , and for which he has been informed in writing by his employer that there is no entitlement to statutory sick pay.
- (1A) Paragraph (2) also applies to a claim for an employment and support allowance for a period of limited capability for work in relation to which the claimant gave his employer a notice of incapacity under regulation 7 of the Statutory Sick Pay (General) Regulations 1982 , and for which he has been informed in writing by his employer that there is no entitlement to statutory sick pay.
- (2) A claim to which this paragraph applies shall be treated as made on the date accepted by the claimant's employer as the first day of incapacity, provided that he makes the claim–
- (a) within the appropriate time specified in paragraph 2 of Schedule 4 beginning with the day on which he is informed in writing that he was not entitled to statutory sick pay; or
- (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (3) Paragraph (4) applies to a claim for maternity allowance for a pregnancy or confinement by reason of which the claimant gave her employer notice of absence from work under section 46(4) of the Social Security Act 1986 and regulation 23 of the Statutory Maternity Pay (General) Regulations 1986 and in respect of which she has been informed in writing by her employer that there is no entitlement to statutory maternity pay.
- (4) A claim to which this paragraph applies shall be treated as made on the date when the claimant gave her employer notice of absence from work or at the beginning of the 14th week before the expected week of confinement, whichever is later, provided that she makes the claim–
- (a) within three months of being informed in writing that she was not entitled to statutory maternity pay; or
- (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Special provisions where it is certified that a woman is expected to be confined or where she has been confined
11
- (1) Where in a certificate issued or having effect as issued under the Social Security (Medical Evidence) Regulations 1976 it has been certified that it is to be expected that a woman will be confined, and she makes a claim for maternity allowance in expectation of that confinement any such claim may, unless the Secretary of State otherwise directs, be treated as a claim for incapacity benefit, severe disablement allowance or an employment and support allowance, made in respect of any days in the period beginning with either–
- (a) the beginning of the 6th week before the expected week of confinement; or
- (b) the actual date of confinement,
whichever is the earlier, and ending in either case on the 14th day after the actual date of confinement.
- (2) Where, in a certificate issued under the Social Security (Medical Evidence) Regulations 1976 it has been certified that a woman has been confined and she claims maternity allowance within three months of that date, her claim may be treated in the alternative or in addition as a claim for incapacity benefit, severe disablement allowance or an employment and support allowance, for the period beginning with the date of her confinement and ending 14 days after that date.
Self-certified claims for first 7 days of a spell of incapacity for work
12
- (1) Where a self-certificate in respect of a claimant is submitted in support of a claim for sickness or invalidity benefit or severe disablement allowance, that claim shall be treated as if made for days, whether or not after the date of the claim, to which the self-certificate relates, not being days later than the first 7 days of a spell of incapacity that exceeds that length.
- (2) Where a claim to which paragraph (1) applies includes one or more days subsequent to the date of claim, an award of benefit made in respect of them shall be subject to the condition that the claimant satisfies the requirements for entitlement throughout those days and if those requirements are found not to have been satisfied on any of those days the award shall be reviewed.
- (3) For the purposes of this regulation–
“self-certificate” has the meaning ascribed to it by regulation 5 of the Social Security (Medical Evidence) Regulations 1976 (claimant's declaration of incapacity as evidence for determining his right to benefit);
a “spell of incapacity” means a continuous period of incapacity for work (not excluding bank or other holidays) which is immediately preceded by a day on which the claimant either worked or was not incapable of work.
Advance claims and awards
13
- (1) Where, although a person does not satisfy the requirements for entitlement to benefit on the date on which a claim is made, the Secretary of State is of the opinion that unless there is a change of circumstances he will satisfy those requirements for a period beginning on a day (“the relevant day”) not more than 3 months after the date on which the claim is made, then the Secretary of State may–
- (a) treat the claim as if made for a period beginning with the relevant day; and
- (b) award benefit accordingly, subject to the condition that the person satisfies the requirements for entitlement when benefit becomes payable under the award.
- (2) A decision pursuant to paragraph (1)(b) to award benefit may be revised under section 9 of the Social Security Act 1998 if the requirements for entitlement are found not to have been satisfied on the relevant day.
- (3) ... Paragraphs (1) and (2) do not apply to any claim for maternity allowance, attendance allowance, mobility allowance, retirement pension or increase, state pension under Part 1 of the Pensions Act 2014, a shared additional pension, ..., ... state pension credit or any claim within regulation 11(1)(a) or (b).
- (4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (9) Paragraphs (1) and (2) do not apply to—
- (a) a claim for income support made by a person from abroad as defined in regulation 21AA of the Income Support (General) Regulations 1987 (special cases: supplemental-persons from abroad); ...
- (b) a claim for a jobseeker’s allowance made by a person from abroad as defined in regulation 85A of the Jobseeker’s Allowance Regulations (special cases: supplemental-persons from abroad); and
- (c) a claim for an employment and support allowance made by a person from abroad as defined in regulation 70 of the Employment and Support Allowance Regulations (special cases: supplemental – persons from abroad).
Advance award of disability living allowance
13A
- (1) Where, although a person does not satisfy the requirements for entitlement to disability living allowance on the date on which the claim is made, the Secretary of State is of the opinion that unless there is a change of circumstances he will satisfy those requirements for a period beginning on a day (“the relevant day”) not more than 3 months after the date on which the claim is made, then the Secretary of State may award disability living allowance from the relevant day subject to the condition that the person satisfies the requirements for entitlement on the relevant day.
- (2) Where a person makes a claim for disability living allowance on or after 3rd February 1992 and before 6th April 1992 the Secretary of State may award benefit for a period beginning on any day after 5th April 1992 being a day not more than three months after the date on which the claim was made, subject to the condition that the person satisfies the requirements for entitlement when disability living allowance becomes payable under the award.
- (3) A decision pursuant to paragraph (1) or (2) to award benefit may be revised under section 9 of the Social Security Act 1998 if the requirements for entitlement are found not to have been satisfied when disability living allowance becomes payable under the award.
Advance claim for and award of disability working allowance
13B
- (1) Where a person makes a claim for disability working allowance on or after 10th March 1992 and before 7th April 1992 the Secretary of State may–
- (a) treat the claim as if it were made for a period beginning on 7th April 1992; and
- (b) award benefit accordingly, subject to the condition that the person satisfies the requirements for entitlement on 7th April 1992.
- (2) An award under paragraph (1)(b) shall be reviewed by the Secretary of State if the requirements for entitlement are found not to have been satisfied on7th April 1992.
Further claim for and award of disability living allowance or attendance allowance
13C
- (1) A person entitled to an award of disability living allowance or attendance allowance may make a further claim for disability living allowance or attendance allowance, as the case may be, during the period of 6 months immediately before the existing award expires.
- (2) Where a person makes a claim in accordance with paragraph (1) the Secretary of State may–
- (a) treat the claim as if made on the first day after the expiry of the existing award (“the renewal date”); and
- (b) award benefit accordingly, subject to the condition that the person satisfies the requirements for entitlement on the renewal date.
- (3) A decision pursuant to paragraph (2)(b) to award benefit may be revised under section 9 of the Social Security Act 1998 if the requirements for entitlement are found not to have been satisfied on the renewal date.
Advance claims for and awards of state pension credit
13D
- (1) Paragraph (2) applies if—
- (a) a person does not satisfy the requirements for entitlement to state pension credit on the date on which the claim is made; and
- (b) the Secretary of State is of the opinion that unless there is a change of circumstances he will satisfy those requirements—
- (i) where the claim is made in the advance period, when he attains the qualifying age; or
- (ii) in any other case, within 4 months of the date on which the claim is made.
- (2) Where this paragraph applies, the Secretary of State may—
- (a) treat the claim as made for a period beginning on the day (“the relevant day”) the claimant—
- (i) attains the qualifying age, where the claim is made in the advance period; or
- (ii) is likely to satisfy the requirements for entitlement in any other case; and
- (b) if appropriate, award state pension credit accordingly, subject to the condition that the person satisfies the requirements for entitlement on the relevant day.
- (3) An award under paragraph (2) may be revised under section 9 of the Social Security Act 1998 if the claimant fails to satisfy the conditions for entitlement to state pension credit on the relevant day.
- (4) This regulation does not apply to a claim made by a person not in Great Britain as defined in regulation 2 of the State Pension Credit Regulations (persons not in Great Britain).
Advance claim for and award of maternity allowance
14
- (1) Subject to the following provisions of this regulation, a claim for maternity allowance in expectation of confinement, or for an increase in such an allowance in respect of an adult dependant, and an award on such a claim, may be made not earlier than 14 weeks before the beginning of the expected week of confinement.
- (2) A claim for an increase of maternity allowance in respect of an adult dependant may not be made in advance unless, on the date when made, the circumstances relating to the adult dependant concerned are such as would qualify the claimant for such an increase if they occurred in a period for which she was entitled to a maternity allowance.
Advance notice of retirement and claim for and award of pension
15
- (1) A claim for a retirement pension of any category, and for any increase in any such pension, or a state pension under Part 1 of the Pensions Act 2014 or a shared additional pension, and an award on such a claim, may be made at any time not more than 4 months before the date on which the claimant will, subject to the fulfilment of the necessary conditions, become entitled to such a pension.
- (2) A notice for the purpose of section 27(4) of the Social Security Act 1975 (retirement from regular employment) shall be given to the Secretary of State in writing and shall specify a date, being a date not earlier than the date on which the person giving the notice attains pensionable age and not later than the expiration of the period of 4 months after the date on which the notice is given, as the date of that person's retirement.
- (3) Where the person giving notice of retirement specifies a date earlier than the date on which he attains pensionable age, the notice shall be treated as if the latter date had been specified.
- (4) For the purposes of that section 27(4) the prescribed period shall be the period of 12 months.
- (5) Where a person claims a Category A or Category B retirement pension and is, or but for that claim would be, in receipt of incapacity benefit ... for a period which includes the first day to which the claim relates, then if that day is not the appropriate day for the payment of retirement pension in his case, the claim shall be treated as if the first day of the claim was instead the next following such pay day.
- (6) Where the spouse or civil partner of such a person as is mentioned in paragraph (5) above claims a Category A or Category B retirement pension and the first day of that claim is the same as the first day of the claim made by that person, the provisions of that paragraph shall apply also to the claim made by the spouse or civil partner.
- (7) For the purposes of facilitating the determination of a subsequent claim for a Category A, B or C retirement pension or a state pension under Part 1 of the Pensions Act 2014, a person may at any time not more than 4 months before the date on which he will attain pensionable age, and notwithstanding that he intends to defer his entitlement to a Category A or Category B retirement pension or a state pension under Part 1 of the Pensions Act 2014 at that date, submit particulars in writing to the Secretary of State in a form approved by him for that purpose with a view to the determination (in advance of the claim) of any question under the Act or the Pensions Act 2014 relating to that person's title to such a pension ..., and subject to the necessary modifications, the provisions of these regulations shall apply to any such particulars.
Cold weather payments
15A
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Advance claim for pension following deferment
15B
- (1) Where a person’s entitlement to a Category A or Category B retirement pension or a shared additional pension is deferred in accordance with section 55(3) of the Contributions and Benefits Act (pension increase or lump sum where entitlement to retirement pension is deferred) or section 55C(3) (pension increase or lump sum where entitlement to shared additional pension is deferred) thereof (as the case may be) a claim for—
- (a) a Category A or Category B retirement pension;
- (b) any increase in that pension; and
- (c) a shared additional pension,
may be made at any time not more than 4 months before the date on which the period of deferment, within the meaning of section 55(3) or section 55C(3) (as the case may be), ends.
- (2) Where a person’s entitlement to a state pension under Part 1 of the Pensions Act 2014 is deferred in accordance with sections 16 and 17 of that Act (option to defer and effect of deferring a state pension), a claim for such a state pension may be made at any time not more than 4 months before the date on which the period during which the person’s entitlement to a state pension was deferred ends.
Date of entitlement under an award for the purpose of payability of benefit and effective date of change of rate
16
- (1) For the purpose only of determining the day from which benefit is to become payable, where a benefit other than one of those specified in paragraph (4) is awarded for a period of a week, or weeks, and the earliest date on which entitlement would otherwise commence is not the first day of a benefit week, entitlement shall begin on the first day of the benefit week next following.
- (1A) Where a claim for working families' tax credit is made in accordance with paragraph 7(a) or (aa) of Schedule 4 for a period following the expiration of an existing award of working families' tax credit or disabled persons' tax credit, entitlement shall begin on the day after the expiration of that award.
- (1B) Where a claim for working families' tax credit or disabled persons' tax credit, is made on or after the date when an up-rating order is made under section 150 of the Social Security Administration Act 1992, but before the date when that order comes into force, and—
- (a) an award cannot be made on that claim as at the date it is made but could have been made if that order were then in force, and
- (b) the period beginning with the date of claim and ending immediately before the date when the order came into force does not exceed 28 days,
entitlement shall begin from the date the up-rating order comes into force.
- (1C) Where a claim for disabled persons' tax credit is made in accordance with paragraph 11(a) or (b) of Schedule 4 for a period following the expiration of an existing award of disabled persons' tax credit or working families' tax credit, entitlement shall begin on the day after the expiration of that award.
- (1D) Except in a case where regulation 22D(1) or (2) applies, for the purpose only of determining the day from which retirement pension payable in arrears under regulation 22C is to become payable, where entitlement would otherwise begin on a day which is not the first day of the benefit week, entitlement shall begin on the first day of the benefit week next following.
- (1E) Except in a case where regulation 22DA applies, for the purpose only of determining the day from which state pension under Part 1 of the Pensions Act 2014 payable in arrears under regulation 22CA is to become payable, where entitlement would otherwise begin on a day which is not the first day of the benefit week, entitlement shall begin on the first day of the benefit week next following.
- (2) Where there is a change in the rate of any benefit to which paragraph (1) applies (other than widowed mother’s allowance and widow’s pension) the change, if it would otherwise take effect on a day which is not the first day of the benefit week for that benefit, shall take effect from the first day of the benefit week next following.
- (2A) Subject to paragraph (2B), where there is a change in the rate of ... widowed mother’s allowance, widowed parent’s allowance or widow’s pension, the change, if it would otherwise take effect on a day which is not the first day of the benefit week, shall take effect from the first day of the benefit week next following.
- (2B) Paragraph (2A) shall not apply in a case where an award of benefit is terminated and benefit is paid in arrears.
- (2C) Where a benefit specified in paragraph (2A) is paid in advance and the award is terminated, the termination, if it would otherwise take effect on a day which is not the first day of a benefit week, shall take effect on the first day of the benefit week next following.
- (2D) Where an award of retirement pension is terminated due to the death of the beneficiary, the termination shall take effect on the first day of the benefit week next following the date of death.
- (2E) Except in a case where paragraph (2F) or regulation 22D(2) applies, where a retirement pension is paid in arrears under regulation 22C and there is a change in the rate of that benefit, the change, if it would otherwise take effect on a day which is not the first day of the benefit week, shall take effect from the start of the benefit week in which the change occurs.
- (2F) Except in a case where regulation 22D(2) applies, where a retirement pension is paid in arrears under regulation 22C and a change in the rate of that benefit takes effect under an order made under section 150 or 150A of the 1992 Act (annual up-rating of benefits, basic pension etc.) the change, if it would otherwise take effect on a day which is not the first day of the benefit week, shall take effect on the first day of the benefit week next following.
- (2G) Except in a case where paragraph (2H) applies, where—
- (a) a state pension under Part 1 of the Pensions Act 2014 is paid in arrears under regulation 22CA; and
- (b) there is a change in the rate of that benefit,
the change, if it would otherwise take effect on a day which is not the first day of the benefit week, shall take effect from the start of the benefit week in which the change occurs.
- (2H) Where—
- (a) a state pension under Part 1 of the Pensions Act 2014 is paid in arrears under regulation 22CA; and
- (b) a change in the rate of that benefit takes effect under an Order made under section 150, 150A or 151A of the 1992 Act,
the change, if it would otherwise take effect on a day which is not the first day of the benefit week, shall take effect on the first day of the benefit week next following.
- (3) For the purposes of this regulation the first day of the benefit week—
- (a) in the case of child benefit and guardian’s allowance is Monday,
- (b) in the case of working families' tax credit or disabled persons' tax credit is Tuesday, and
- (c) in any other case is —
- (i) when paid in advance, the day of the week on which the benefit is payable in accordance with regulation 22 (long-term benefits) or 22A (bereavement support payment, widowed mother’s allowance, widowed parent’s allowance and widow’s pension);
- (ii) when paid in arrears, the first day of the period of 7 days which ends on the day on which the benefit is payable in accordance with regulation 22, 22A, 22C or 22CA.
- (4) The benefits specified for exclusion from the scope of paragraph (1) are jobseeker’s allowance, incapacity benefit, employment and support allowance, maternity allowance, ... severe disablement allowance, income support , state pension credit, bereavement support payment, widowed parent’s allowance, retirement pension payable in arrears under regulation 22C, state pension under Part 1 of the Pensions Act 2014 payable in arrears under regulation 22CA ... and any increase of those benefits.
Date of entitlement under an award of state pension credit for the purpose of payability and effective date of change of rate
16A
- (1) For the purpose only of determining the day from which state pension credit is to become payable, where the credit is awarded from a day which is not the first day of the claimant’s benefit week, entitlement shall begin on the first day of the benefit week next following.
- (2) In the case of a claimant who—
- (a) immediately before attaining the qualifying age was entitled to income support, universal credit, income-based jobseeker's allowance or income-related employment and support allowance and is awarded state pension credit from the day on which he attains the qualifying age; or
- (b) was entitled to an income-based jobseeker’s allowance or universal credit after attaining the qualifying age and is awarded state pension credit from the day which falls after the date that entitlement ends,
entitlement to the guarantee credit shall, notwithstanding paragraph (1), begin on the first day of the award.
- (3) Where a change in the rate of state pension credit would otherwise take effect on a day which is not the first day of the claimant’s benefit week, the change shall take effect from the first day of the benefit week next following.
- (4) For the purpose of this regulation, “benefit week” means—
- (a) where state pension credit is paid in advance, the period of 7 days beginning on the day on which, in the claimant's case, that benefit is payable;
- (b) where state pension credit is paid in arrears, the period of 7 days ending on the day on which, in the claimant's case, that benefit is payable.
Duration of awards
17
- (1) Subject to the provisions of this regulation and of section 37ZA(3) of the Social Security Act 1975 (disability living allowance) and section 20(6) and (6F) of the Social Security Act 1986 (working families' tax credit and disabled persons' tax credit) a claim for benefit shall be treated as made for an indefinite period and any award of benefit on that claim shall be made for an indefinite period.
- (1A) Where an award of income support or an income-based jobseeker’s allowance is made in respect of a couple and one member of the couple is, at the date of claim, a person to whom section 126 of the Contributions and Benefits Act or, as the case may be, section 14 of the Jobseekers Act applies, the award of benefit shall cease when the person to whom section 126 or, as the case may be, section 14 applies returns to work with the same employer.
- (2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (3) Except in the case of claims for and awards of state pension credit, if ... it would be inappropriate to treat a claim as made and to make an award for an indefinite period (for example where a relevant change of circumstances is reasonably to be expected in the near future) the claim shall be treated as made and the award shall be for a definite period which is appropriate in the circumstances.
- (4) In any case where benefit is awarded in respect of days subsequent to the date of claim the award shall be subject to the condition that the claimant satisfies the requirements for entitlement....
- (5) The provisions of Schedule 2 shall have effect in relation to claims for a jobseeker’s allowance made during periods connected with public holidays.
Duration of disallowance
18
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Time for claiming benefit
19
- (1) Subject to the following provisions of this regulation, the prescribed time for claiming any benefit specified in column (1) of Schedule 4 is the appropriate time specified opposite that benefit in column (2) of that Schedule.
- (2) The prescribed time for claiming the benefits specified in paragraph (3) is three months beginning with any day on which, apart from satisfying the condition of making a claim, the claimant is entitled to the benefit concerned.
- (3) The benefits to which paragraph (2) applies are—
- (a) child benefit;
- (b) guardian’s allowance;
- (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (d) invalid care allowance or carer’s allowance, as the case may be,;
- (e) maternity allowance;
- (f) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (ff) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (g) widow’s benefit;
- (ga) subject to paragraph (3B), widowed parent’s allowance;
- (gb) subject to paragraph (3BA), bereavement support payment;
- (h) ... any increase in any benefit (other than income support or jobseeker’s allowance) in respect of a child or adult dependant.
- (i) state pension credit.
- (3A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (3B) The time prescribed for claiming a widowed parent’s allowance in respect of the day on which the claimant’s spouse or civil partner has died or may be presumed to have died where—
- (a) less than 12 months have elapsed since the day of the death; and
- (b) the circumstances are as specified in section 3(1)(b) of the Social Security Administration Act 1992 (death is difficult to establish),
is that day and the period of 12 months immediately following that day if the other conditions of entitlement are satisfied.
- (3BA) The prescribed time for claiming bereavement support payment in respect of—
- (a) the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment); and
- (b) the date on which the claimant’s spouse or civil partner died,
is 12 months beginning with that date of death.
- (3C) In any case where the application of paragraphs (16) to (34) of regulation 6 would be advantageous to the claimant, this regulation shall apply subject to those provisions.
- (4) Subject to paragraph (8), in the case of a claim for income support, jobseeker’s allowance, working families' tax credit or disabled persons' tax credit, where the claim is not made within the time specified for that benefit in Schedule 4, the prescribed time for claiming the benefit shall be extended, subject to a maximum extension of three months, to the date on which the claim is made, where—
- (a) any one or more of the circumstances specified in paragraph (5) applies or has applied to the claimant; and
- (b) as a result of that circumstance or those circumstances the claimant could not reasonably have been expected to make the claim earlier.
- (5) The circumstances referred to in paragraph (4) are—
- (a) the claimant has difficulty communicating because—
- (i) he has learning, language or literacy difficulties; or
- (ii) he is deaf or blind,
and it was not reasonably practicable for the claimant to obtain assistance from another person to make his claim;
- (b) except in the case of a claim for jobseeker’s allowance, the claimant was ill or disabled, and it was not reasonably practicable for the claimant to obtain assistance from another person to make his claim;
- (c) the claimant was caring for a person who is ill or disabled, and it was not reasonably practicable for the claimant to obtain assistance from another person to make his claim;
- (d) the claimant was given information by an officer of the Department for Work and Pensions or in a case to which regulation 4A applies, a representative of a relevant authority or of the Board which led the claimant to believe that a claim for benefit would not succeed;
- (e) the claimant was given written advice by a solicitor or other professional adviser, a medical practitioner, a local authority, or a person working in a Citizens Advice Bureau or a similar advice agency, which led the claimant to believe that a claim for benefit would not succeed;
- (f) the claimant or his partner was given written information about his income or capital by his employer or former employer, or by a bank or building society, which led the claimant to believe that a claim for benefit would not succeed;
- (g) the claimant was required to deal with a domestic emergency affecting him and it was not reasonably practicable for him to obtain assistance from another person to make his claim; or
- (h) the claimant was prevented by adverse weather conditions from attending the appropriate office.
- (6) In the case of a claim for income support, jobseeker’s allowance, working families' tax credit or disabled persons' tax credit, where the claim is not made within the time specified for that benefit in Schedule 4, the prescribed time for claiming the benefit shall be extended, subject to a maximum extension of one month, to the date on which the claim is made, where—
- (a) any one or more of the circumstances specified in paragraph (7) applies or has applied to the claimant; and
- (b) as a result of that circumstance or those circumstances the claimant could not reasonably have been expected to make the claim earlier.
- (7) The circumstances referred to in paragraph (6) are—
- (a) the appropriate office where the claimant would be expected to make a claim was closed and alternative arrangements were not available;
- (b) the claimant was unable to attend the appropriate office due to difficulties with his normal mode of transport and there was no reasonable alternative available;
- (c) there were adverse postal conditions;
- (d) the claimant or, in the case of income support or jobseeker’s allowance, the claimant or his partner was previously in receipt of another benefit, and notification of expiry of entitlement to that benefit was not sent to the claimant or his partner, as the case may be, before the date that his entitlement expired;
- (e) in the case of a claim for working families' tax credit, the claimant had previously been entitled, or the partner of the claimant had previously been entitled in relation to the claimant, to income support or jobseeker’s allowance and the claim for working families' tax credit was made within one month of—
- (i) the expiry of entitlement to income support ignoring any period in which entitlement resulted from the person entitled not being treated as engaged in remunerative work by virtue of paragraphs (2) and (3), or paragraphs (5) and (6), of regulation 6 of the Income Support (General) Regulations 1987; or
- (ii) the expiry of entitlement to jobseeker’s allowance;
- (f) except in the case of a claim for working families' tax credit or disabled persons' tax credit, the claimant had ceased to be a member of a married or unmarried couple within the period of one month before the claim was made; ...
- (g) during the period of one month before the claim was made a close relative of the claimant had died, and for this purpose “close relative” means partner, parent, son, daughter, brother or sister; or.
- (h) in the case of a claim for disabled person’s tax credit, the claimant had previously been entitled to income support, jobseeker’s allowance, incapacity benefit or severe disablement allowance and the claim for disabled person’s tax credit was made within one month of—
- (i) the expiry of entitlement to income support ignoring any period in which entitlement resulted from the claimant not being treated as engaged in remunerative work by virtue of paragraphs (2) and (3), or paragraphs (5) and (6), of regulation 6 of the Income Support (General) Regulations 1987; or
- (ii) the expiry of entitlement to jobseeker’s allowance, incapacity benefit or severe disablement allowance;
- (ha) in the case of a claim for disabled person’s tax credit, the partner of the claimant had previously been entitled in relation to the claimant to income support or jobseeker’s allowance, and the claim for disabled person’s tax credit was made within one month of—
- (i) the expiry of entitlement to income support ignoring any period in which entitlement resulted from the partner of the claimant not being treated as engaged in remunerative work by virtue of paragraphs (2) and (3), or paragraphs (5) and (6), of regulation 6 of the Income Support (General) Regulations 1987; or
- (ii) the expiry of entitlement to jobseeker’s allowance;
- (i) in the case of a claim for a jobseeker’s allowance by a member of a joint-claim couple where the other member of that couple failed to attend at the time and place specified by the Secretary of State for the purposes of regulation 6.
- (j) the claimant was unable to make telephone contact with the appropriate office where he would be expected to notify his intention of making a claim because the telephone lines to that office were busy or inoperative.
- (7A) Where—
- (a) a claim for a social fund payment in respect of maternity expenses (a “relevant social fund payment”) is made by a person to whom paragraph (7B) or (7C) applies; and
- (b) both of the conditions in paragraph (7D) are met,
sub-paragraphs (a) to (f) of the entry in column (2) of Schedule 4 relating to the relevant social fund payment each have effect as if at the end there were added “or, if later, 8th December 2023”.
- (7B) This paragraph applies to a person who—
- (a) is granted leave in accordance with the immigration rules made under section 3(2) of the Immigration Act 1971 (“the 1971 Act”) where such leave is granted by virtue of—
- (i) Appendix Afghan Relocations and Assistance Policy of those rules; or
- (ii) the previous scheme for locally-employed staff in Afghanistan (sometimes referred to as the ex-gratia scheme); or
- (b) does not come within sub-paragraph (a) and who left Afghanistan in connection with the collapse of the Afghan government that took place on 15th August 2021.
- (7C) This paragraph applies to a person who was residing in Ukraine immediately before 1st January 2022, who left Ukraine in connection with the Russian invasion which took place on 24th February 2022 and who—
- (a) has a right of abode in the United Kingdom within the meaning given in section 2 of the 1971 Act;
- (b) has been granted leave in accordance with immigration rules made under section 3(2) of the 1971 Act;
- (c) has been granted, or is deemed to have been granted, leave outside those rules; or
- (d) does not require leave to enter or remain in the United Kingdom in accordance with section 3ZA of the 1971 Act.
- (7D) The conditions for the purposes of paragraph (7A)(b) are that—
- (a) at the date of the claim for a relevant social fund payment, there is an existing member of the family (within the meaning given in regulation 5A of the Social Fund Maternity and Funeral Expenses (General) Regulations 2005); and
- (b) that existing member of the family is under the age of 16 on that date.
- (8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
PART III — PAYMENTS
Time of payment: general provision
20
Subject to regulations 21 to 26B, benefit shall be paid in accordance with an award as soon as is reasonably practicable after the award has been made.
Payment on presentation of an instrument for benefit payment
20A
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Direct credit transfer
21
- (1) The Secretary of State may arrange for benefit to be paid by way of direct credit transfer into a bank or other account nominated by the person entitled to benefit or a person acting on their behalf.
- (2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (3) Subject to paragraph (3A) benefit shall be paid in accordance with paragraph (1) within seven days of the last day of each successive period of entitlement ... or, so far as concerns working families' tax credit or disabled person’s tax credit, within such time as the Board may direct.
- (3A) Income Support shall be paid in accordance with paragraph (1) within 7 days of the time determined for the payment of income support in accordance with Schedule 7.
- (3B) Where child benefit is payable in accordance with paragraph (1), an arrangement under that paragraph shall also have effect for any guardian’s allowance to which the claimant is entitled and that allowance shall be paid in the same manner as the child benefit which is due in his case.
- (3C) Where guardian’s allowance is payable in accordance with paragraph (1), an arrangement under that paragraph shall also have effect for the child benefit to which the claimant is entitled and that child benefit shall be paid in the same manner as the guardian’s allowance which is due in his case.
- (4) In respect of benefit which is the subject of an arrangement for payment under this regulation, the Secretary of State or the Board may make a particular payment by credit transfer otherwise than is provided by paragraph (3) or (3A) if it appears to him or them appropriate to do so for the purpose of–
- (a) paying any arrears of benefit, or
- (b) making a payment in respect of a terminal period of an award or for any similar purpose.
- (5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (5A) In relation to payment of a joint-claim jobseeker’s allowance, references in this regulation to the person entitled to benefit shall be construed as references to the member of the joint-claim couple who is the nominated member for the purposes of section 3B of the Jobseekers Act.
- (6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Payment of arrears of benefit by instalments
21ZA
Except where regulation 23 applies, the Secretary of State may pay arrears of benefit in instalments where—
- (a) the Secretary of State considers it is necessary for protecting the interests of the beneficiary; and
- (b) the beneficiary agrees that those arrears may be paid in instalments.
Payment of arrears of benefit by instalments
21ZB
- (1) In relation to payments made under provisions related to devolved social security matters, the Scottish Ministers may pay arrears of benefit in instalments where—
- (a) the Scottish Ministers consider it is necessary for protecting the interests of the beneficiary, and
- (b) the beneficiary agrees that those arrears may be paid in instalments.
- (2) For the purpose of paragraph (1), “devolved social security matters” means matters which are within the legislative competence of the Scottish Parliament by virtue of exceptions 1 to 10 in Section F1 of Part 2 of schedule 5 of the Scotland Act 1998.
Delayed payment of lump sum
21A
- (1) This regulation applies where—
- (a) a person (“P”) is entitled to a lump sum under, as the case may be—
- (i) Schedule 5 to the Contributions and Benefits Act (pension increase or lump sum where entitlement to retirement pension is deferred);
- (ii) Schedule 5A to that Act (pension increase or lump sum where entitlement to shared additional pension is deferred); or
- (iii) Schedule 1 to the Social Security (Graduated Retirement Benefit) Regulations 2005 (further provisions replacing section 36(4) of the National Insurance Act 1965: increases of graduated retirement benefit and lump sums);
- (iv) section 8 of the Pensions Act 2014 (choice of lump sum or survivor’s pension in certain cases); or
- (v) Regulations under section 10 of the Pensions Act 2014 (inheritance of graduated retirement benefit) which make provision corresponding or similar to section 8 of that Act;
or
- (b) the Secretary of State decides to make a payment on account of such a lump sum.
- (2) Subject to paragraph (3), for the purposes of section 7 of the Finance (No. 2) Act 2005 (charge to income tax of lump sum), P may elect to be paid the lump sum in the tax year (“the later year of assessment”) next following the tax year which would otherwise be the applicable year of assessment by virtue of section 8 of that Act (meaning of “applicable year of assessment” in section 7).
- (3) P may not elect in accordance with paragraph (2) (“a tax election”) unless he elects on the same day as he chooses a lump sum in accordance with, as the case may be—
- (a) paragraph A1 or 3C of Schedule 5 to the Contributions and Benefits Act;
- (b) paragraph 1 of Schedule 5A to that Act;
- (c) paragraph 12 or 17 of Schedule 1 to the Social Security (Graduated Retirement Benefit) Regulations 2005,
- (d) section 8 of the Pensions Act 2014;
- (e) Regulations under section 10 of the Pensions Act 2014 which make provision corresponding or similar to section 8 of that Act,
or within a month of that day.
- (4) A tax election may be made in writing to an office specified by the Secretary of State for accepting such elections or, except where in any particular case the Secretary of State directs that the election must be made in writing, it may be made by telephone call to the number specified by the Secretary of State.
- (5) If P makes a tax election, payment of the lump sum, or any payment on account of the lump sum, shall be made in the first month of the later year of assessment or as soon as reasonably practicable after that month, unless P revokes the tax election before the payment is made.
- (6) If P makes no tax election in accordance with paragraphs (2) and (3), or revokes a tax election, payment of the lump sum or any payment on account of the lump sum shall be made as soon as reasonably practicable after P—
- (a) elected for a lump sum, or was treated as having so elected; or
- (b) revoked a tax election.
- (7) If P dies before the beginning of the later year of assessment—
- (a) any tax election in respect of P's lump sum shall cease to have effect; and
- (b) no person appointed under regulation 30 to act on P's behalf may make a tax election.
- (8) In this regulation “the later year of assessment” has the meaning given by section 8(5) of the Finance (No. 2) Act 2005.
Long term benefits
22
- (1) Subject to the provisions of this regulation and regulations 22A, 22C and 25(1), long term benefits may be paid at intervals of four weeks in arrears, weekly in advance or, where the beneficiary agrees, at intervals not exceeding 13 weeks in arrears.
- (1A) Subject to paragraph (1B), disability living allowance shall be paid at intervals of four weeks.
- (1B) The Secretary of State may, in any particular case or class of case, arrange that attendance allowance or disability living allowance shall be paid at such other intervals not exceeding four weeks as may be specified.
- (2) Where the amount of long-term benefit payable is less than £5.00 a week the Secretary of State may direct that it shall be paid (whether in advance or in arrears) at such intervals as may be specified not exceeding 12 months.
- (3) Schedule 6 specifies the days of the week on which the various long term benefits are payable.
... Widowed mother’s allowance, widowed parent’s allowance and widow’s pension
22A
- (1) Subject to paragraphs (2) and (4), ... widowed mother’s allowance, widowed parent’s allowance and widow’s pension shall be paid fortnightly in arrears on the day of the week specified in paragraph (3).
- (2) The Secretary of State may, in any particular case or class of case, arrange that a benefit specified in paragraph (1) be paid on any other day of the week.
- (3) The day specified for the purposes of paragraph (1) is the day in column (2) which corresponds to the series of numbers in column (1) which includes the last 2 digits of the person’s national insurance number—
| (1) | (2) |
|---|---|
| 00 to 19 | Monday |
| 20 to 39 | Tuesday |
| 40 to 59 | Wednesday |
| 60 to 79 | Thursday |
| 80 to 99 | Friday. |
- (4) The Secretary of State may, in any particular case or class of case, arrange that the beneficiary be paid weekly in advance or in arrears or, where the beneficiary agrees to be paid in such manner, at intervals of four or 13 weeks in arrears.
Payment of ... widowed mother’s allowance, widowed parent’s allowance and widow’s pension at a daily rate
22B
- (1) Where entitlement to a ... widowed parent’s allowance begins on a day which is not the first day of the benefit week, it shall be paid at a daily rate in respect of the period beginning with the day on which entitlement begins and ending on the day before the first day of the following benefit week.
- (2) Where the Secretary of State changes the day on which a benefit mentioned in paragraph (5) is payable, the benefit shall be paid at a daily rate in respect of any day for which payment would have been made but for that change.
- (3) An award of benefit mentioned in paragraph (5) shall be paid at a daily rate where—
- (a) the award is terminated;
- (b) entitlement ends on a day other than the last day of the benefit week; and
- (c) the benefit is paid in arrears.
- (4) Where benefit is paid at a daily rate in the circumstances mentioned in paragraph (3), it shall be so paid in respect of the period beginning with the first day of the final benefit week and ending on the last day for which there is an entitlement to the benefit.
- (5) Paragraphs (2) and (3) apply to—
- (a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (b) widowed mother’s allowance;
- (c) widowed parent’s allowance; and
- (d) widow’s pension.
- (6) Where benefit is payable at a daily rate in the circumstances mentioned in this regulation, the daily rate shall be 1/7th of the weekly rate.
Retirement pension
22C
- (1) This regulation applies in relation to payment of a retirement pension to persons who reach pensionable age on or after 6th April 2010, other than to a person to whom paragraph (7) applies.
- (2) Subject to paragraphs (4) to (6), a retirement pension shall be paid weekly, fortnightly or four weekly (as the Secretary of State may in any case determine) in arrears on the day of the week specified in paragraph (3).
- (3) The day specified for the purposes of paragraph (2) is the day in column (2) which corresponds to the series of numbers in column (1) which includes the last 2 digits of the person’s national insurance number—
| (1) | (2) |
|---|---|
| 00 to 19 | Monday |
| 20 to 39 | Tuesday |
| 40 to 59 | Wednesday |
| 60 to 79 | Thursday |
| 80 to 99 | Friday |
- (4) The Secretary of State may, in any particular case or class of case, arrange that retirement pension be paid on any other day of the week.
- (5) The Secretary of State may, in any particular case or class of case, arrange that the beneficiary be paid in arrears at intervals of 13 weeks where the beneficiary agrees.
- (6) Where the amount of a retirement pension payable is less than £5.00 per week the Secretary of State may direct that it shall be paid in arrears at such intervals, not exceeding 12 months, as may be specified in the direction.
- (7) This paragraph applies to a man who—
- (a) was in receipt of state pension credit in respect of any day in the period beginning with the day 4 months and 4 days before the day on which he reaches pensionable age and ending on 5th April 2010; or
- (b) was in continuous receipt of state pension credit from 5th April 2010 until a day no earlier than the day 4 months and 4 days before the day on which he reaches pensionable age.
State pension under Part 1 of the Pensions Act 2014
22CA
- (1) This regulation applies in relation to payment of a state pension under Part 1 of the Pensions Act 2014.
- (2) State pension is to be paid in arrears.
- (3) The Secretary of State may arrange to pay state pension at intervals of—
- (a) one week;
- (b) two weeks, if the beneficiary was in receipt of a working age benefit immediately before becoming entitled to the state pension which was paid fortnightly;
- (c) four weeks;
- (d) 13 weeks, if the beneficiary agrees; or
- (e) such length not exceeding 12 months as the Secretary of State may choose, if—
- (i) the Secretary of State makes a direction specifying that length; and
- (ii) the amount of the state pension payable is less than £5.00 per week.
- (4) State pension is to be paid—
- (a) on the day in column (2) which corresponds to the series of numbers in column (1) which includes the last 2 digits of the person’s national insurance number; or
- (b) in any particular case or class of case, on any other day of the week that the Secretary of State may choose.
| (1) Last 2 digits national insurance number | (2) Day to be paid state pension |
|---|---|
| 00 to 19 | Monday |
| 20 to 39 | Tuesday |
| 40 to 59 | Wednesday |
| 60 to 79 | Thursday |
| 80 to 99 | Friday |
Payment of retirement pension at a daily rate
22D
- (1) Where the entitlement of a person (B) to a retirement pension begins on a day which is not the first day of the benefit week in the circumstances specified in paragraph (3), it shall be paid at a daily rate in respect of the period beginning with the day on which entitlement begins and ending on the day before the first day of the following benefit week.
- (2) Where in respect of a retirement pension—
- (a) the circumstances specified in paragraph (3) apply,
- (b) B’s entitlement to that benefit begins on a day which is not the first day of the benefit week, and
- (c) a change in the rate of that benefit takes effect under an order made under section 150 or 150A of the 1992 Act (annual up-rating of basic pension etc.) on a day, in the same benefit week, subsequent to the day on which B’s entitlement arose,
it shall be paid at a daily rate in respect of the period beginning with the day on which entitlement begins and ending on the day before the first day of the following benefit week.
- (3) The circumstances referred to in paragraphs (1) and (2) are where—
- (a) the retirement pension is paid in arrears,
- (b) B has not opted to defer entitlement to a retirement pension under section 55 of the Contributions and Benefits Act, and
- (c) B—
- (i) was in receipt of a working age benefit in respect of any day in the period beginning with the day 8 weeks and a day before B reaches pensionable age and ending immediately before the day B reaches such age, or
- (ii) has reached pensionable age and is a dependent spouse of a person who is in receipt of an increase for an adult dependant under section 83 or 84 of the Contributions and Benefits Act.
- (4) Where benefit is payable at a daily rate in the circumstances mentioned in this regulation, the daily rate which shall apply in respect of a particular day in the relevant period shall be 1/7th of the weekly rate which, if entitlement had begun on the first day of the benefit week, would have had effect on that particular day.
- (5) In this regulation, “benefit week” means the period of 7 days which ends on the day on which, in B’s case, the benefit is payable in accordance with regulation 22C.
Payment of state pension under Part 1 of the Pensions Act 2014 at a daily rate
22DA
- (1) State pension under Part 1 of the Pensions Act 2014 is to be paid at a daily rate where—
- (a) the day on which a person’s first benefit week begins is after—
- (i) the day on which the person reaches pensionable age; or
- (ii) where the person has deferred their state pension under sections 16 and 17 of the Pensions Act 2014, the first day in respect of which the person makes a claim for their state pension; or
- (b) the day on which a person’s last benefit week begins is before the day on which the person dies.
- (2) The period for which a daily rate is to be paid is—
- (a) where paragraph (1)(a) applies, the period—
- (i) beginning on the day on which the person reaches pensionable age or the first day in respect of which the person makes a claim for their state pension; and
- (ii) ending on the day before the day on which the person’s first benefit week begins; or
- (b) where paragraph (1)(b) applies, the period beginning on the day on which the person’s last benefit week begins and ending on the day on which the person dies.
- (3) The daily rate at which state pension is payable under this regulation is 1/7th of the weekly rate which would have had effect on the day if a weekly rate had been payable.
- (4) In this regulation, “benefit week” means the period of 7 days ending on the day on which the person’s state pension is payable in accordance with regulation 22CA(4).
Child benefit and guardian’s allowance
23
- (1) Subject to the provisions of this regulation ..., child benefit shall be payable as follows:–
- (a) in a case where a person entitled to child benefit elects to receive payment weekly in accordance with the provisions of Schedule 8, child benefit shall be payable weekly from the first convenient date after the election has been made;
- (b) in any other case child benefit shall be payable in the last week of each successive period of four weeks of the period of entitlement.
- (2) Subject to paragraph (3) and regulation 21, child benefit payable weekly or four-weekly shall be payable on Mondays or Tuesdays (as the Secretary of State may in any case determine) by means of serial orders or on presentation of an instrument for benefit payment.
- (3) In such cases as the Secretary of State may determine, child benefit shall be payable otherwise than–
- (a) by means of serial orders or on presentation of an instrument for benefit payment, or
- (b) on Mondays or Tuesdays, or
- (c) at weekly or four-weekly intervals,
and where child benefit is paid at four-weekly intervals in accordance with paragraph (1)(b) the Secretary of State shall arrange for it to be paid weekly if satisfied that payment at intervals of four weeks is causing hardship.
- (3A) Where a claimant for child benefit is also entitled to guardian’s allowance, that allowance shall be payable in the same manner and at the same intervals as the claimant’s child benefit under this regulation.
- (4) The Secretary of State shall take steps to notify persons to whom child benefit is payable of the arrangements he has made for payment so far as those arrangements affect such persons.
... Incapacity benefit, maternity allowance and severe disablement allowance
24
- (1) Subject to ... paragraphs (3) and (3A), ... incapacity benefit, maternity allowance and severe disablement allowance shall be paid fortnightly in arrears unless, in any particular case or class of case, the Secretary of State arranges otherwise.
- (1A) Subject to paragraph (1B), the benefits specified in paragraph (1) shall be paid on the day of the week specified in paragraph (1C).
- (1B) The Secretary of State may, in any particular case or class of case, arrange that a benefit specified in paragraph (1) be paid on any other day of the week.
- (1C) The day specified for the purposes of paragraph (1A) is the day in column (2) which corresponds to the series of numbers in column (1) which includes the last 2 digits of the person’s national insurance number—
| (1) | (2) |
|---|---|
| 00 to 19 | Monday |
| 20 to 39 | Tuesday |
| 40 to 59 | Wednesday |
| 60 to 79 | Thursday |
| 80 to 99 | Friday. |
- (2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (3) If the weekly amount of incapacity benefit or severe disablement allowance is less than £1.00 it may be paid in arrears at intervals of 4 weeks.
- (3A) Where the amount of incapacity benefit payable after reduction for pension payments under section 30DD of the Social Security Contributions and Benefits Act 1992 (including any reduction for other purposes) is less than £5.00 a week, the Secretary of State may direct that it shall be paid in arrears at such intervals as may be specified not exceeding 12 months.
- (4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Payment of attendance allowance and constant attendance allowance at a daily rate
25
- (1) Attendance allowance or disability living allowance ... shall be paid in respect of any person, for any day falling within a period to which paragraph (2) applies, at the daily rate (which shall be equal to 1/7th of the weekly rate) and attendance allowance or disability living allowance ... payable in pursuance of this regulation shall be paid weekly or as the Secretary of State may direct in any case.
- (2) This paragraph applies to any period which–
- (a) begins on the day immediately following the last day of a period during which a person was living in a hospital specified in or other accommodation provided as specified in regulations made under section 37ZB(8) of the Social Security Act 1975 (“specified hospital or other accommodation”); and
- (b) ends–
- (i) if the first day of the period was a day of payment, at midnight on the day preceding the 4th following day of payment, or
- (ii) if that day was not a day of payment, at midnight on the day preceding the 5th following day of payment, or
- (iii) if earlier, on the day immediately preceding the day on which he next lives in specified hospital or other accommodation;
if on the first day of the period it is expected that, before the expiry of the period of 28 days beginning with that day, he will return to specified hospital or other accommodation.
- (3) An increase of disablement pension under section 61 of the Social Security Act 1975 where constant attendance is needed (“constant attendance allowance”) shall be paid at a daily rate of 1/7th of the weekly rate in any case where it becomes payable for a period of less than a week which is immediately preceded and immediately succeeded by periods during which the constant attendance allowance was not payable because regulation 21(1) of the Social Security (General Benefit) Regulations 1982 applied.
Income support
26
- (1) Subject to regulation 21 (direct credit transfer), Schedule 7 shall have effect for determining the ... time at which income support is to be paid... and the day when entitlement to income support is to begin.
- (2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (4) Where the entitlement to income support is less than 10 pence or, in the case of a beneficiary to whom section 23A of the Social Security Act 1986 applies, £5, that amount shall not be payable unless the claimant is also entitled to payment of any other benefit with which income support may be paid under arrangements made by the Secretary of State.
Jobseeker’s allowance
26A
- (1) Subject to the following provisions of this regulation, jobseeker’s allowance shall be paid fortnightly in arrears unless in any particular case or class of case the Secretary of State arranges otherwise.
- (2) The provisions of paragraph 2A of Schedule 7 (payment of income support at times of office closure) shall apply for the purposes of payment of a jobseeker’s allowance as they apply for the purposes of payment of income support....
- (3) Where the amount of a jobseeker’s allowance is less than £1.00 a week the Secretary of State may direct that it shall be paid at such intervals, not exceeding 13 weeks, as may be specified in the direction.
- (4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
State pension credit
26B
- (1) Except where paragraph (2) or regulation 26BA applies, state pension credit shall be payable on Mondays, but subject to regulation 21 where payment is by direct credit transfer.
- (2) State pension credit shall be payable—
- (a) on the same day as any—
- (i) state pension under Part 1 of the Pensions Act 2014; or
- (ii) retirement pension,
is payable to the claimant; or
- (b) on such other day of the week as the Secretary of State may, in the particular circumstances of the case, determine.
- (3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (4) Subject to regulation 26BA, state pension credit paid otherwise than in accordance with regulation 21 shall be paid weekly in advance.
- (5) Where the amount of state pension credit payable is less than £1.00 per week, the Secretary of State may direct that it shall be paid at such intervals, not exceeding 13 weeks, as may be specified in the direction.
- (6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Intervals for payment of state pension credit
26BA
- (1) Where state pension credit is payable to a person who reaches pensionable age on or after 6th April 2010, other than a person to whom regulation 22C(7) applies, it shall be paid weekly, fortnightly or four weekly (as the Secretary of State may in any case determine) in arrears on the day of the week specified in paragraph (2).
- (2) The day specified for the purposes of paragraph (1) is the day in column (2) which corresponds to the series of numbers in column (1) which includes the last 2 digits of the person’s national insurance number—
| (1) | (2) |
|---|---|
| 00 to 19 | Monday |
| 20 to 39 | Tuesday |
| 40 to 59 | Wednesday |
| 60 to 79 | Thursday |
| 80 to 99 | Friday |
- (3) The Secretary of State may, in any particular case or class of case, arrange that state pension credit be paid on any other day of the week.
- (4) Where the amount of state pension credit payable is less than £1.00 per week the Secretary of State may direct that it shall be paid in arrears at such intervals, not exceeding 13 weeks, as may be specified in the direction.
Employment and support allowance
26C
- (1) Subject to paragraphs (3) to (7), employment and support allowance is to be paid fortnightly in arrears on the day of the week determined in accordance with paragraph (2).
- (2) The day specified for the purposes of paragraph (1) is the day in column (2) which corresponds to the series of numbers in column (1) which includes the last 2 digits of the claimant's national insurance number—
| (1) | (2) |
|---|---|
| 00 to 19 | Monday |
| 20 to 39 | Tuesday |
| 40 to 59 | Wednesday |
| 60 to 79 | Thursday |
| 80 to 99 | Friday |
- (3) The Secretary of State may, in any particular case or class of case, arrange that the claimant be paid otherwise than fortnightly.
- (4) The Secretary of State may, in any particular case or class of case, arrange that employment and support allowance be paid on any day of the week and where it is in payment to any person and the day on which it is payable is changed, it must be paid at a daily rate of 1/7th of the weekly rate in respect of any of the days for which payment would have been made but for that change.
- (5) Where the weekly amount of employment and support allowance is less than £1.00 it may be paid in arrears at intervals of not more than 13 weeks.
- (6) Where the weekly amount of an employment and support allowance is less than 10 pence that allowance is not payable.
- (7) The provisions of paragraph 2A of Schedule 7 (payment of income support at time of office closure) apply for the purposes of payment of employment and support allowance as they apply for the purposes of payment of income support.
Working families' tax credit and disabled persons' tax credit
27
- (1) Subject to regulation 21 and paragraph (1A), working families' tax credit and disabled persons' tax credit shall be payable in respect of any benefit week on the Tuesday next following the end of that week by means of a book of serial orders or on presentation of an instrument for benefit payment unless in any case the Board arrange otherwise.
- (1A) Subject to paragraph (2), where an amount of working families' tax credit or disabled persons' tax credit becomes payable which is at a weekly rate of not more than £4.00, that amount shall, if the Board so direct, be payable as soon as practicable by means of a single payment; except that if that amount represents an increase in the amount of either of those benefits which has previously been paid in respect of the same period, this paragraph shall apply only if that previous payment was made by means of a single payment.
- (2) Where the entitlement to working families' tax credit or disabled persons' tax credit is less than 50 pence a week that amount shall not be payable.
Fractional amounts of benefit
28
- (1) Subject to paragraph (2), where the amount of any benefit payable would, but for this regulation, include a fraction of a penny, that fraction shall be disregarded if it is less than a half penny and shall otherwise be treated as a penny.
- (2) Where the amount of any maternity allowance payable would, but for this regulation, include a fraction of a penny, that fraction shall be treated as a penny.
Payment to a person under age 18
29
Where benefit is paid to a person under the age of 18 (whether on his own behalf or on behalf of another) a direct credit transfer under regulation 21 into that person’s account, or the receipt by him of a payment made by some other means, shall be a sufficient discharge to the Secretary of State or the Board.
Payments on death
30
- (1) On the death of a person who has made a claim for benefit, the Secretary of State or the Board may appoint such person as he or they may think fit to proceed with the claim and any related issue of revision, supersession or appeal.
- (2) Subject to paragraphs (4) and (4A), any sum payable by way of benefit which is payable under an award on a claim proceeded with under paragraph (1) may be paid or distributed by the Secretary of State or the Board to or amongst persons over the age of 16 claiming as personal representatives, legatees, next of kin, or creditors of the deceased (or, where the deceased was illegitimate, to or amongst other persons over the age of 16), and the provisions of regulation 38 (extinguishment of right) shall apply to any such payment or distribution; and
- (a) a direct credit transfer under regulation 21 into any such person’s account, or the receipt by him of a payment made by some other means, shall be a good discharge to the Secretary of State or the Board for any sum so paid; and
- (b) where the Secretary of State is satisfied or the Board are satisfied that any such sum or part thereof is needed for the benefit of any person under the age of 16, he or they may obtain a good discharge therefor by paying the sum or part thereof to a person over that age who satisfies the Secretary of State or the Board that he will apply the sum so paid for the benefit of the person under the age of 16.
- (3) Subject to paragraph (2), any sum payable by way of benefit to the deceased, payment of which he had not obtained at the date of his death, may, unless the right thereto was already extinguished at that date, be paid or distributed to or amongst such persons as are mentioned in paragraph (2), and regulation 38 shall apply to any such payment or distribution, except that, for the purpose of that regulation, the period of 12 months shall be calculated from the date on which the right to payment of any sum is treated as having arisen in relation to any such person and not from the date on which that right is treated as having arisen in relation to the deceased.
- (4) Subject to paragraph (4B), paragraphs (2) and (3) shall not apply in any case unless written application for the payment of any such sum is made to the Secretary of State or the Board within 12 months from the date of the deceased's death or within such longer period as the Secretary of State or the Board may allow in any particular case.
- (4A) In a case where a joint-claim jobseeker’s allowance has been awarded to a joint-claim couple and one member of that couple dies, the amount payable under that award shall be payable to the other member of that couple.
- (4B) A written application is not required where—
- (a) an executor or administrator has not been appointed and;
- (b) the deceased was in receipt of a retirement pension of any category, a state pension under Part 1 of the Pensions Act 2014 or state pension credit including where any other benefit was combined for payment purposes with either of those benefits at the time of death;
- (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (5) Subject to paragraphs (5A) to (5H) , where the conditions specified in paragraph (6) are satisfied, a claim may be made on behalf of the deceased to any benefit other than jobseeker’s allowance, income support, state pension credit, working families' tax credit or disabled persons' tax credit or a social fund payment such as is mentioned in section 32(2)(a) and section 32(2A) of the Social Security Act 1986 , or reduced earnings allowance or disablement benefit, to which he would have been entitled if he had claimed it in the prescribed manner and within the prescribed time.
- (5A) Subject to paragraphs (5B) to (5G), a claim may be made in accordance with paragraph (5) on behalf of the deceased for a Category A or Category B retirement pension or graduated retirement benefit provided that the deceased was not married or in a civil partnership on the date of his death.
- (5B) But, subject to paragraphs (5C) to (5G), a claim may be made in accordance with paragraph (5) on behalf of the deceased for a Category A or Category B retirement pension or graduated retirement benefit where the deceased was a married woman or a civil partner on the date of death if the deceased’s widower or surviving civil partner was under pensionable age on that date and due to attain pensionable age before 6th April 2010.
- (5C) Where a claim is made for a shared additional pension or a state pension under Part 1 of the Pensions Act 2014 under paragraph (5) or for a retirement pension or graduated retirement benefit under paragraphs (5) and (5A) or (5B), in determining the benefit to which the deceased would have been entitled if he had claimed within the prescribed time, the prescribed time shall be the period of three months ending on the date of his death and beginning with any day on which, apart from satisfying the condition of making a claim, he would have been entitled to the pension or benefit.
- (5D) Paragraph (5E) applies where, throughout the period of 12 months ending with the day before the death of the deceased person, his entitlement to a Category A or a Category B retirement pension, shared additional pension or graduated retirement benefit was deferred in accordance with, as the case may be—
- (a) section 55 of the Contributions and Benefits Act (pension increase or lump sum where entitlement to retirement pension is deferred);
- (b) section 55C of that Act (pension increase or lump sum where entitlement to shared additional pension is deferred); or
- (c) section 36(4A) of the National Insurance Act 1965 (deferment of graduated retirement benefit).
- (5E) Paragraph (5F) applies where—
- (a) the deceased person was a widow or widower (“W”) who was married to the other party of the marriage (“S”) when S died;
- (b) throughout the period of 12 months ending with the day before S’s death, S’s entitlement to a Category A or a Category B retirement pension or to graduated retirement benefit was deferred in accordance with, as the case may be, paragraph (5C)(a) or (b); and
- (c) W made no statutory election in consequence of the deferral.
- (5F) Paragraphs (5G) and (5H) apply where—
- (a) the deceased person was a widow, widower or surviving civil partner (“W”) who was married to, or in a civil partnership with, the other party of the marriage or civil partnership (“S”) when S died;
- (b) throughout the period of 12 months ending with the day before S’s death, S’s entitlement to a Category A or a Category B retirement pension or graduated retirement benefit was deferred in accordance with, as the case may be, paragraph (5D)(a) or (c); and
- (c) W made no statutory election, or choice under section 8(2) of the Pensions Act 2014 or Regulations under section 10 of that Act which make provision corresponding or similar to section 8(2), in consequence of the deferral.
- (5G) Where a person claims under paragraphs (5) and (5A) the deceased (referred to as W in paragraph (5F)) shall be treated as having made an election in accordance with, as the case may be—
Reading this document does not replace reading the official text published on legislation.gov.uk. Contains public sector information licensed under the Open Government Licence v3.0. We assume no responsibility for any inaccuracies arising from the conversion of the original CLML XML to this format.
This text is published under legislation.gov.uk's own terms of reuse, not a Legalize or public-domain licence.
legislation.gov.uk
Open Government Licence v3.0 (attribution required)
© Crown and database right. Derived from content available under the Open Government Licence v3.0 from legislation.gov.uk.