The Family Credit (General) Regulations 1987

Type Statutory-Instrument
Publication 1987-11-20
Last updated 2018-04-11
State In force
Department King's Printer of Acts of Parliament
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Calculation of capital—lump sum access fund payment

42ZA

There shall be disregarded from the calculation of a student’s capital under regulation 29(1) any lump sum access fund payment made to the student that is not intended to be used for daily living costs, but only for a period of 52 weeks from the date of receipt of the payment.

Treatment of student loans

42A
  • (1) A student loan , other than an additional loan on the grounds of hardship made under regulation 21 of the Education (Student Support) Regulations 2000 or regulation 12 of the Education (Student Loans) (Scotland) Regulations 1999, shall be treated as income.
  • (2) In calculating the weekly amount of the loan to be taken into account as income—
  • (a) except where sub-paragraph (b) applies, the loan shall be apportioned equally between the weeks in the period of 52 weeks beginning with the start of the academic year in respect of which the loan is payable;
  • (b) in the case of a loan which is payable in respect of the final academic year of the course or, if the course is only of one academic year’s duration, in respect of that year, the loan shall be apportioned equally between the weeks in the period beginning with the start of the final academic year or, as the case may be, the single academic year and ending with the last day of the course,

and from the weekly amount so apportioned there shall be disregarded £10.

  • (3) A student shall be treated as possessing a student loan in respect of an academic year where—
  • (a) a student loan has been made to him in respect of that year; or
  • (b) he could acquire such a loan in respect of that year by taking reasonable steps to do so.
  • (4) Where a student is treated as possessing a student loan under paragraph (3), the amount of the student loan to be taken into account as income shall be, subject to paragraph (5)—
  • (a) in the case of a student to whom a student loan is made in respect of an academic year, a sum equal to—
  • (i) the maximum student loan he is able to acquire in respect of that year by taking reasonable steps to do so; and
  • (ii) any contribution whether or not it has been paid to him;
  • (b) in the case of a student to whom a student loan is not made in respect of an academic year, the maximum student loan that would be made to the student if—
  • (i) he took all reasonable steps to obtain the maximum student loan he is able to acquire in respect of that year; and
  • (ii) no deduction in that loan was made by virtue of the application of a means test.
  • (5) There shall be deducted from the amount of income taken into account under paragraph (4)—
  • (a) the sum of £265 in respect of travel costs; and
  • (b) where no amount has been disregarded under regulation 38(2)(f), the sum of £327 towards the cost of books and equipment,

whether or not any such costs are incurred.

Disregard of contribution

Further disregard of student’s income

43A

Where any part of a student’s income has already been taken into account for the purposes of assessing his entitlement to a grant or student loan, the amount taken into account shall be disregarded in assessing that student’s income.

Disregard of tax refund

Disregard of changes occurring during summer vacation

Determination of appropriate maximum working families' tax credit

Treatment of child care charges

46A
  • (1) This regulation applies where a claimant is incurring or in the case of a claimant to whom paragraph (6A) applies, will incur relevant childcare charges and–
  • (a) is a lone parent and is engaged in remunerative work;
  • (b) is a member of a couple both of whom are engaged in remunerative work; or
  • (c) is a member of a couple where one member is engaged in remunerative work and the other member is incapacitated.
  • (2) In this regulation–
  • “disabled child” means a child to whom paragraph (1A) of regulation 51 of the Disability Working Allowance Regulations applies;
  • “local authority” means, in relation to England and Wales, the council of a county or district, a metropolitan district, a London Borough, the Common Council of the City of London or the Council of the Isles of Scilly or, in relation to Scotland, a regional, islands or district council;
  • “relevant childcare charges” means the charges paid by the claimant for care provided for any child of the claimant’s family who is in respect of the period beginning on that child’s date of birth and ending on the day preceding the first Tuesday in September following that child’s fifteenth birthday or, if the child is a disabled child, sixteenth birthday, other than charges paid in respect of the child’s compulsory education or charges paid by a claimant to a partner or by a partner to a claimant in respect of any child for whom either or any of them is responsible in accordance with regulation 7 (circumstances in which a person is to be treated as responsible or not responsible for another), where the care is provided–by persons registered under section 71 of the Children Act 1989 (registration of child minders and persons providing day care for young children);for children in respect of the period beginning on their eighth birthday and ending on the day preceding the first Tuesday in September following their fifteenth birthday or, if the child is a disabled child, sixteenth birthday, out of school hours, by a school on school premises or by a local authority; orby a childcare scheme operating on Crown property where registration under section 71 of the Children Act 1989 is not required, orin schools or establishments which are exempted from registration under section 71 of the Children Act 1989 by virtue of section 71(16) of and paragraph 3 or 4 of Schedule 9 to that Act, orby a child care provider approved by an accredited organisation within the meaning given by regulation 4 of the Tax Credit (New Category of Child Care Provider) Regulations 1999, orby persons registered under Part XA of the Children Act 1989, orby persons to whom section 79D of the Children Act 1989 (requirement to register) does not yet apply by virtue of paragraph 20 of the Care Standards Act 2000 (Commencement No. 7 (England) and Transitional, Transitory and Savings Provisions) Order 2001, orin schools or establishments which are exempted from registration under Part XA of the Children Act 1989 by virtue of paragraph 1 or 2 of Schedule 9A to that Act, or by a person in circumstances where the care service provided by him consists of child minding or of day care of children within the meaning of section 2 of the Regulation of Care (Scotland) Act 2001 and is registered under Part 1 of that Act, or ...by a local authority in circumstances where the care service provided by the local authority consists of child minding or of day care of children within the meaning of section 2 of the Regulation of Care (Scotland) Act 2001 and is registered under Part 2 of that Act, or by a child care provider approved by an accredited organisation in accordance with regulation 4 of the Tax Credit (New Category of Child Care Provider) Regulations 2002, and shall be calculated on a weekly basis in accordance with paragraphs (3) to (6) or, in the case of a claimant to whom paragraph (6A) applies, with paragraphs (6B) and (6C).;
  • “school term-time” means the school term-time applicable to the child for whom care is provided.
  • (2ZA) A person is not engaged in remunerative work for the purposes of paragraph (1) where that person is treated as being in remunerative work by virtue only of either—
  • (i) paragraph (5)(c) of regulation 4 (recognised, customary or other holiday) in circumstances where the absence from work arises from the need to care for a recently adopted child or young person or from the acquisition of a surrogate child, or
  • (ii) paragraph (5)(e) of that regulation (woman on maternity leave),

unless immediately prior to the adoption of the child or young person or the granting of the parental order for the surrogate child or the birth of the child (as the case may be) that person was paying, or had incurred, relevant childcare charges for another child or other children of her household.

  • (2ZB) A person is not engaged in remunerative work for the purposes of paragraph (1) where that person is treated as being in remunerative work by virtue only of paragraph (5)(f) of regulation 4 (man on paternity leave) unless, immediately prior to the birth of the child, that person was paying, or had incurred, relevant childcare charges for another child or other children of his household.
  • (2A) In paragraph (2)—
  • (a) the age of a child referred to in that paragraph shall be determined by reference to the age of the child at the date on which the period under section 128(3) of the Contributions and Benefits Act (period of award) begins;
  • (b) “the first Tuesday in September” means the Tuesday which first occurs in the month of September in any year.
  • (c) in the definition of “relevant childcare charges” the words “charges paid” shall be taken to include charges which will be incurred and to which paragraph (6A) applies.
  • (d) where paragraph (2ZA) applies, in the definition of “relevant childcare charges” the references to a child of the claimant’s family do not include references to any child born or child or young person adopted or surrogate child acquired during the period of absence or maternity leave.
  • (3) Subject to paragraphs (4) to (6), relevant childcare charges shall be calculated in accordance with the formula–
  • (X + Y) / 52

$$X+Y52$where–X is the average weekly charge paid for childcare in the most recent 4 complete weeks which fall in school term-time in respect of the child or children concerned, multiplied by 39; andY is the average weekly charge paid for childcare in the most recent 2 complete weeks which fall out of school term-time in respect of that child or those children, multiplied by 13.$

  • (4) Subject to paragraph (5), where childcare charges are being incurred in respect of a child who does not yet attend school, the relevant childcare charges shall mean the average weekly charge paid for care provided in respect of that child in the most recent 4 complete weeks.
  • (5) Where in any case the charges in respect of childcare are paid monthly, the average weekly charge for the purposes of paragraph (3) shall be established–
  • (a) where the charges are for a fixed monthly amount, by multiplying that amount by 12 and dividing the product by 52;
  • (b) where the charges are for variable monthly amounts, by aggregating the charges for the previous 12 months and dividing the total by 52.
  • (6) In a case where there is no information or insufficient information for establishing the average weekly charge paid for childcare in accordance with paragraphs (3) to (5), the average weekly charge for care shall be estimated in accordance with information provided by the child minder or person providing the care or, if such information is not available, in accordance with information provided by the claimant.
  • (6A) Where a claimant–
  • (a) has entered into an agreement for the provision of childcare; and
  • (b) will incur under that agreement relevant childcare charges in respect of childcare during the period of the working families' tax credit award,

the weekly charge for childcare shall be calculated in accordance with paragraphs (6B) and (6C), based upon a written estimate of the relevant future charges provided by the claimant and child minder or other childcare provider.

  • (6B) Subject to paragraph (6C), relevant childcare charges which fall under paragraph (6A) shall be calculated in accordance with the formula–
  • (X + Y) / 52

$$X+Y52$where–X is the weekly estimate provided by the child minder or other childcare provider for childcare in those weeks which will fall in school term-time in respect of the child or children concerned, multiplied by 39; andY is the weekly estimate provided by the child minder or other childcare provider for childcare in those weeks which will fall out of school term-time in respect of the child or children concerned, multiplied by 13.$

  • (6C) Where relevant childcare charges fall under paragraph (6A) and they are in respect of a child who does not attend school, the relevant childcare charges shall mean the weekly estimate provided by the child minder or other childcare provider multiplied by the number of weeks during the period of the working families' tax credit award in which relevant childcare charges will be paid, divided by the number of weeks of the award .
  • (7) For the purposes of paragraph (1)(c) the other member of a couple is incapacitated where–
  • (a) either council tax benefit or housing benefit is payable under Part VII of the Contributions and Benefits Act to the other member or his partner and the applicable amount of the person entitled to the benefit includes–
  • (i) a disability premium; or
  • (ii) a higher pensioner premium by virtue of the satisfaction of–
  • (aa) in the case of council tax benefit, paragraph 11(2)(b) of Schedule 1 to the Council Tax Benefit (General) Regulations 1992;
  • (bb) in the case of housing benefit, paragraph 10(2)(b) of Schedule 2 to the Housing Benefit (General) Regulations 1987,
  • on account of the other member’s incapacity or either regulation 13A(1)(c) of the Council Tax Benefit (General) Regulations 1992 (treatment of childcare charges) or, as the case may be, regulation 21A(1)(c) of the Housing Benefit (General) Regulations 1987 (treatment of childcare charges) applies in that person’s case;;
  • (b) there is payable in respect of him one or more of the following pensions or allowances–
  • (i) invalidity pension under section 33, 40 or 41 of the Contributions and Benefits Act;
  • (ii) attendance allowance under section 64 of that Act;
  • (iii) severe disablement allowance under section 68 of that Act;
  • (iv) disability living allowance under section 71 of that Act;
  • (v) increase of disablement pension under section 104 of that Act;
  • (vi) a pension increase under a war pension scheme or an industrial injuries scheme which is analogous to an allowance or increase of disablement pension under head (ii), (iv) or (v) above;
  • (c) a pension or allowance to which head (ii), (iv), (v) or (vi) of sub-paragraph (b) above refers, was payable on account of his incapacity but has ceased to be payable in consequence of his becoming a patient within the meaning of regulation 8(3)(a) (membership of the same household);
  • (d) sub-paragraph (b) or (c) would apply to him if the legislative provisions referred to in those sub-paragraphs were provisions under any corresponding enactment having effect in Northern Ireland; or
  • (e) he has an invalid carriage or other vehicle provided to him by the Secretary of State under section 5(2)(a) of and Schedule 2 to the National Health Service Act 1977 or under section 46 of the National Health Service (Scotland) Act 1978 or provided by the Department of Health and Social Services for Northern Ireland under Article 30(1) of the Health and Personal Social Services (Northern Ireland) Order 1972.

Applicable amount

Entitlement to family credit where income exceeds the applicable amount

Surrendering an award following birth or adoption etc. of child

49ZA
  • (1) An existing award of working families' tax credit shall cease to have effect if the claimant or partner elects, by notice to the Board, to surrender it following the birth of a child, the adoption of a child or young person or the granting of a parental order for a surrogate child.
  • (2) The award shall terminate with effect from—
  • (a) the day on which the notice is given to the Board, if that day is a Monday, or
  • (b) the Monday following the day on which the notice is given to the Board, if that day is other than a Monday.

Young person leaving full-time education

49A
  • (1) Subject to paragraph (3), where an award of working families' tax credit is payable and the claimant or his partner are responsible, or are treated as being responsible for the purposes of regulation 7 (circumstances in which a person is to be treated as responsible or not responsible for another), for a young person and that young person—
  • (a) is, for the purpose of that award, a person of a prescribed description under section 128(1)(d) of the Contributions and Benefits Act; and
  • (b) ceases, or has ceased, to receive full-time education,

that cessation shall be a change of circumstances affecting the award, the award shall be superseded and the award shall cease with effect from the date specified in paragraph (2).

  • (2) The date specified for the purposes of paragraph (1) shall be—
  • (a) 2nd July 1996 where the young person ceased to receive full-time education as from a date before that date; or
  • (b) the date upon which the young person attains the age of 16 or ceases to receive full-time education, whichever is the later.
  • (3) Paragraph (1) shall not apply where a young person referred to in that paragraph is a member of the same household as one or more children or, as the case may be, young persons who are receiving full-time education and for whom the claimant or his partner are responsible or are treated as responsible for the purposes of regulation 7.
  • (4) For the purposes of paragraphs (1) and (2), “young person” includes a young person who attains the age of 19—
  • (a) during the period between the date of claim and the date from which the claimant is awarded working families' tax credit; or
  • (b) during the period an award of working families' tax credit is payable.
  • (5) In this regulation, “full-time education” means full-time education, either by attendance at a recognised educational establishment as defined in section 147(1) of the Contributions and Benefits Act or otherwise, if such education is recognised by the Secretary of State pursuant to section 142(2) of that Act, but is not a course of advanced education for the purposes of Chapter VII of Part IV (income and capital of students).

Prevention of duplication of awards of working families' tax credit and income support

Overlapping awards

Reduced benefit direction

51A

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PART VII — ENTITLEMENT TO FAMILY CREDIT AND DISABILITY WORKING ALLOWANCE

Prescribed circumstances for entitlement to working families' tax credit

52

For the purposes of section 20(5)(bb) of the Act (prescribed circumstances) where a claimant or a member of his family is entitled to disabled person’s tax credit, he is entitled to working families' tax credit, if—

  • (a) at the date of the claim for working families' tax credit the award of disabled person’s tax credit for him or a member of his family will expire within 42 days; and
  • (b) the claimant is or would be otherwise entitled to working families' tax credit by virtue of these Regulations; and
  • (c) the claim for working families' tax credit is made in respect of a period which commences immediately after the expiry of the award of disabled person’s tax credit.
12A

Any payment by way of Job Grant pursuant to arrangements made under section 2(1) of the Employment and Training Act 1973.

25A
  • (1) Subject to sub-paragraph (2), any payment received under an insurance policy taken out to insure against the risk of being unable to maintain repayments—
  • (a) on a loan which is secured on the dwelling which the claimant occupies as his home; or
  • (b) under a regulated agreement as defined for the purposes of the Consumer Credit Act 1974 or under a hire-purchase agreement or a conditional sale agreement as defined for the purposes of Part III of the Hire-Purchase Act 1964.
  • (2) A payment referred to in sub-paragraph (1) shall only be disregarded to the extent that the payment received under that policy does not exceed the amounts, calculated on a weekly basis, which are used to—
  • (a) maintain the repayments referred to in sub-paragraph (1)(a) or, as the case may be, (b); and
  • (b) meet any amount due by way of premiums on—
  • (i) that policy; or
  • (ii) in a case to which sub-paragraph (1)(a) applies, an insurance policy taken out to insure against loss or damage to any building or part of a building which is occupied by the claimant as his home and which is required as a condition of the loan referred to in sub-paragraph (1)(a).
27A

Any statutory paternity pay.

31

Any maternity allowance under section 22 of the Social Security (Northern Ireland) Act 1975 or statutory maternity pay under Part VI of the Social Security (Northern Ireland) Order 1986.

32

Any payment in respect of expenses to which regulation 19(2) (earnings of employed earners) applies.

33

Any resettlement benefit which is paid to the claimant by virtue of regulation 3 of the Social Security (Hospital In-Patients) Amendment ( No. 2) Regulations 1987 (transitional provisions).

34
  • (1) Any payment made under the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments)( No. 2) Trust (“the Trusts”), the Fund , the Eileen Trust or the Independent Living Funds .
  • (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 any of the Trusts to which sub-paragraph (1) refers and which is made to or for the benefit of—
  • (a) that person’s partner or former partner from whom he is not, or where that person has died was not, estranged or divorced;
  • (b) any child who is a member of that person’s family or who was such a member and whois a member of the claimant’s family; or
  • (c) any young person who is a member of that person’s family or who was such a member and who is a member of the claimant’s family.
  • (3) Any payment by or on behalf of the partner or former partner of a person who is suffering or who suffered from haemophilia or who is or was a qualifying person provided that the partner or former partner and that person are not, or if either of them has died were not, estranged or divorced, which derives from a payment made under any of the Trusts to which sub-paragraph (1) refers and which is made to or for the benefit of—
  • (a) the person who is suffering from haemophilia or who is a qualifying person;
  • (b) any child who is a member of that person’s family or who was such a member and who is a member of the claimant’s family; or
  • (c) any young person who is a member of that person’s family or who was such a member and who is a member of the claimant’s family.
  • (4) Any payment by a person who is suffering from haemophilia or who is a qualifying person, which derives from a payment under any of the Trusts to which sub-paragraph(1) refers, where—
  • (a) that person has no partner or former partner from whom he is not estranged or divorced, nor any child or young person who is or had been a member of that person’s family; and
  • (b) the payment is made either—
  • (i) to that person’s parent or step-parent, or
  • (ii) where that person at the date of the payment is a child, a young person or a student who has not completed his full-time education and has no parent or step-parent, to his guardian,
  • but only for a period from the date of the payment until the end of two years from that person’s death.
  • (5) Any payment out of the estate of a person who suffered from haemophilia or who was a qualifying person, which derives from a payment under any of the Trusts to which sub-paragraph (1) refers, where—
  • (a) that person at the date of his death (the relevant date) had no partner or former partner from whom he was not estranged or divorced, nor any child or young person who was or had been a member of his family; and
  • (b) the payment is made either—
  • (i) to that person’s parent or step-parent, or
  • (ii) where that person at the relevant date was a child, a young person or a student who had not completed his full-time education and had no parent or step-parent, to his guardian,
  • but only for a period of two years from the relevant date.
  • (6) In the case of a person to whom or for whose benefit a payment referred to in this paragraph is made, any income which derives from any payment of income or capital made under or deriving from any of the Trusts.
  • (7) For the purposes of sub-paragraphs (2) to (6), any reference to the Trusts shall be construed as including a reference to the Fund and the Eileen Trust.
35

Any payment made by the Secretary of State to compensate for the loss (in whole or in part) of entitlement to housing benefit.

36

Any payment made by the Secretary of State to compensate a person who was entitled to supplementary benefit in respect of a period ending immediately before 11th April 1988 but who did not become entitled to income support in respect of a period beginning with that day.

37

Any payment made by the Secretary of State to compensate for the loss of housing benefit supplement under regulation 19 of the Supplementary Benefit (Requirements) Regulations 1983.

38

Any payment made to a juror or witness in respect of attendance at court other than compensation for loss of earnings or for the loss of a benefit payable under the benefit Acts.

39

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

40

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% of such payments; or
  • (b) where the aggregate of any such payments exceeds £20.00, £20.00 and 50% of the excess over £20.00.
41

Any community charge benefit.

42

Any payment in consequence of a reduction of a personal community charge pursuant to regulations under section 13A of the Local Government Finance Act 1988 or section 9A of the Abolition of Domestic Rates Etc (Scotland) Act 1987 (reduction of liability for personal community charge) or reduction of council tax under section 13 or, as the case may be, section 80 of the Local Government Finance Act 1992 (reduction of liability for council tax)..

43

Any special war widows payment made under–

  • (a) the Naval and Marine Pay and Pensions (Special War Widows Payment) Order 1990 made under section 3 of the Naval and Marine Pay and Pensions Act 1865;
  • (b) the Royal Warrant dated 19th February 1990 amending the Schedule to the Army Pensions Warrant 1977;
  • (c) the Queen’s Order dated 26th February 1990 made under section 2 of the Air Force (Constitution) Act 1917;
  • (d) the Home Guard War Widows Special Payments Regulations 1990 made under section 151 of the Reserve Forces Act 1980;
  • (e) the Orders dated 19th February 1990 amending Orders made on 12th December 1980 concerning the Ulster Defence Regiment made in each case under section 140 of the Reserve Forces Act 1980;

and any analogous payment by the Secretary of State for Defence to any person who is not a person entitled under the provisions mentioned in sub-paragraphs (a) to (e) of this paragraph.

44
  • (1) Any payment or repayment made—
  • (a) as respects England and Wales, under regulation 3, 5 or 8 of the National Health Service (Travelling Expenses and Remission of Charges) Regulations 1988 (travelling expenses and health service supplies);
  • (b) as respects Scotland, under regulation 3, 5 or 8 of the National Health Service (Travelling Expenses and Remission of Charges) (Scotland) Regulations 1988 (travelling expenses and health service supplies).
  • (2) Any payment or repayment made by the Secretary of State for Health and Social Care, the Secretary of State for Scotland or the Secretary of State for Wales which is analogous to a payment or repayment mentioned in sub-paragraph (1).
45

Any payment made under regulation 9 to 11 or 13 of the Welfare Food Regulations 1988 (payments made in place of milk tokens or the supply of vitamins).

46

Any payment made either by the Secretary of State for Justice or by the Secretary of State for Scotland under a scheme established to assist relatives and other persons to visit persons in custody.

47
  • (1) Any payment of maintenance, whether under a court order or not, which is made or due to be made by–
  • (a) the claimant’s former partner, or the claimant’s partner’s former partner; or
  • (b) the parent of a child or young person where that child or young person is a member of the claimant’s family except where that parent is the claimant or the claimant’s 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.
48

Any payment (other than a training allowance) made, whether by the Secretary of State or any other person, under the Disabled Persons (Employment) Act 1944 or in accordance with arrangements made under section 2 of the Employment and Training Act 1973 to assist disabled persons to obtain or retain employment despite their disability.

49

Any council tax benefit.

50

Any guardian’s allowance.

51

Where the claimant is in receipt of any benefit under Parts II, III or V of the Contributions and Benefits Act or pension under the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 1983, any increase in the rate of that benefit arising under Part IV (increases for dependants) or section 106(a) (unemployability supplement) of that Act or the rate of that pension under that Order where the dependant in respect of whom the increase is paid is not a member of the claimant’s family.

52

Any supplementary pension under article 29(1A) of the Naval, Military and Air Forces etc. (Disablement and Death) Service Pensions Order 1983 (pensions to widows or widowers).

53

In the case of a pension awarded at the supplementary rate under article 27(3) of the Personal Injuries (Civilians) Scheme 1983 (pensions to widows or widowers), the sum specified in paragraph (1)(c) of Schedule 4 to that Scheme.

54
  • (1) Any payment which is—
  • (a) made under any of the Dispensing Instruments to a widow or widower 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
  • (b) equal to the amount specified in article 29(1A) of the Naval, Military and Air Forces etc. (Disablement and Death) Service Pensions Order 1983 (pensions to widows or widowers ).
  • (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).
55

Any payment made by the Secretary of State to compensate for a reduction in a maintenance assessment made under the Child Support Act 1991.

56

Any payment made by the Secretary of State under the Earnings Top-up Scheme .

57

Any payment made under the Community Care (Direct Payments) Act 1996 or as a direct payment as defined in section 4(2) of the Social Care (Self-directed Support) (Scotland) Act 2013 or under regulations made under section 57 of the Health and Social Care Act 2001 (direct payments).

58
  • (1) Any Career Development Loan paid to the claimant pursuant to section 2 of the Employment and Training Act 1973 except to the extent that the loan has been applied for and paid in respect of living expenses for the period of education and training supported by that loan and those expenses relate to any one or more of the items specified in sub-paragraph (2).
  • (2) The items specified for the purposes of sub-paragraph (1) are food, ordinary clothing or footwear, household fuel or housing costs of any member of the family or any personal community charge, collective community charge contribution or any council tax for which any member of the family is liable.
  • (3) For the purposes of this paragraph, “ordinary clothing and footwear” means clothing or footwear for normal daily use, but does not include school uniforms, or clothing and footwear used solely for sporting activities.
59

Any mandatory top-up payment made to a person pursuant to section 2 of the Employment and Training Act 1973 in respect of that person’s participation in—

  • (a) the self-employment route;
  • (b) an employment programme specified in—
  • (i) regulation 75(1)(a)(ii)(bb) of the Jobseeker’s Allowance Regulations 1996 (Voluntary Sector Option of the New Deal);
  • (ii) regulation 75(1)(a)(ii)(cc) of those Regulations (Environmental Task Force Option of the New Deal); or
  • (c) the Intensive Activity Period specified in regulation 75(1)(a)(iv) of those Regulations or the Intensive Activity Period for 50 plus.
60

Any discretionary payment to meet, or to help meet, special needs made to a person pursuant to section 2 of the Employment and Training Act 1973 in respect of that person’s participation in the Full-Time Education and Training Option of the New Deal as specified in regulation 75(1)(b)(ii) of the Jobseeker’s Allowance Regulations 1996.

61
  • (1) Subject to sub-paragraph (2), in respect of a person who is receiving, or who has received, assistance under an employment programme specified in regulation 75(1)(a)(ii)(aa)(ii) of the Jobseeker’s Allowance Regulations 1996 (self-employment route of the Employment Option of the New Deal), any payment to that person—
  • (a) to meet expenses wholly and necessarily incurred whilst carrying on the commercial activity;
  • (b) which is used or intended to be used to maintain repayments on a loan taken out by that person for the purpose of establishing or carrying on the commercial activity,

in respect of which such assistance is or was received.

  • (2) Sub-paragraph (1) shall apply only in respect of payments which are paid to that person from the special account as defined for the purposes of Chapter IVA of Part VIII of the Jobseeker’s Allowance Regulations 1996.
62
  • (1) Subject to sub-paragraph (2), any discretionary payment made pursuant to section 2 of the Employment and Training Act 1973 to meet, or help meet, special needs of a person who is undertaking a qualifying course within the meaning specified in regulation 17A(7) of the Jobseeker’s Allowance Regulations 1996.
  • (2) No amount shall be disregarded pursuant to sub-paragraph (1) in respect of travel expenses incurred as a result of the student’s attendance on the course where an amount in respect of those expenses has already been disregarded pursuant to regulation 42 (student’s income to be disregarded).
63

Any child care expenses reimbursed to the claimant in respect of his participation in the programme known as the intensive activity period of the New Deal pilots for 25 plus as defined for the purposes of the Social Security (New Deal Pilot) Regulations 2000 in regulation 2(1) of those Regulations.

64

Any top-up payment made to a person (“the participant”) pursuant to—

1.

section 2 of the Employment and Training Act 1973 in respect of the participant’s participation in the intensive activity period of the New Deal pilots for 25 plus as defined for the purposes of the Social Security (New Deal Pilot) Regulations 2000 in regulation 2(1) of those Regulations (“the intensive activity period”); or

2.

a written arrangement entered into between the Secretary of State and the person who has arranged for the participant’s participation of the intensive activity period and which is made in respect of the participant’s participation in that period.

65
  • (1) Any payment of a sports award except to the extent that it has been made in respect of any one or more of the items specified in sub-paragraph (2).
  • (2) The items specified for the purposes of sub-paragraph (1) are food, ordinary clothing or footwear, household fuel or housing costs of any member of the family or any council tax for which any member of the family is liable.
  • (3) For the purposes of sub-paragraph (2)—
  • “food” does not include vitamins, minerals or other special dietary supplements intended to enhance the performance of the person in the sport in respect of which the award was made;
  • “housing costs” do not include accommodation costs incurred as a consequence of living away from home whilst training for, or competing in, the sport in respect of which the award was made;
  • “ordinary clothing and footwear” means clothing or footwear for normal daily use but does not include school uniforms or clothing or footwear used solely for sporting activities.
66

Any payment of voucher provided under section 95 or 99 of the Immigration and Asylum Act 1999 for any former asylum-seeker or his dependents.

67

In the case of a claimant participating in an employment zone scheme, any payment made by an employment zone contractor to the claimant being—

  • (a) a training premium payable in respect of the claimant’s participation in the employment zone scheme; or
  • (b) a discretionary payment, being a fee, grant, loan or otherwise.
68

In the case of a claimant participating in a course of training or instruction funded by or on behalf of the Secretary of State for Education and Employment, the National Assembly for Wales, the Scottish Enterprise or the Highlands and Islands Enterprise, or an employment zone scheme, any payment under the course or scheme by way of monies accumulated in order to assist in the pursuit of self-employed earner’s employment which are paid after the claimant has ceased to participate in the course or scheme.

69

In the case of a claimant who is absent from work by reason of jury service, any payment to the claimant in respect of loss of earnings by reason of that jury service.

70

£15 of any—

  • (a) widowed mother’s allowance paid pursuant to section 37 of the Contributions and Benefits Act;
  • (b) widowed parent’s allowance paid pursuant to section 39A of the Contributions and Benefits Act.
71

Any discretionary housing payment paid pursuant to regulation 2(1) of the Discretionary Financial Assistance Regulations 2001.

1A
  • (1) The dwelling, together with any garden, garage and outbuildings, which the claimant intends in due course to occupy as his home but which he currently does not so occupy solely because he resides in living accommodation which is for him job-related.
  • (2) Notwithstanding regulation 10, only one dwelling shall be disregarded under this paragraph.
  • (3) In sub-paragraph (1) the reference to a dwelling includes any premises which it is impracticable or unreasonable to sell separately from the dwelling, in particular, in Scotland, any croft land on which the dwelling is situated.
  • (4) For the purposes of sub-paragraph (1) living accommodation is job-related for a claimant if it meets either of the following conditions:

Condition 1The living accommodation is provided for the claimant by reason of his employment, or for his partner by reason of her employment, in any of the following cases—iwhere it is necessary for the proper performance of the duties of the employment that the employee should reside in that accommodation;iiwhere the accommodation is provided for the better performance of the duties of the employment, and it is one of the kinds of employment in the case of which it is customary for employers to provide living accommodation for employees;iiiwhere, there begin a special threat to the employee’s security, special security arrangements are in force and the employee resides in the accommodation as part of those arrangements.

Condition 2The living accommodation is provided for the claimant or his partner under a contract entered into with a person with whom the claimant or his partner is not connected and requiring him or his partner—ato carry on a particular trade, profession, business or vocation;bto carry on that trade, profession, business or vocation on premises or other land provided by another person (whether under a tenancy or otherwise); andcto live either on those premises or on other premises provided by that other person.

  • (5) For the purposes of Condition 2 the claimant or his partner is connected with another person (“A”) in any of the following circumstances—
  • (a) A is a relative, or the partner of a relative, of the claimant or his partner;
  • (b) A is a person with whom the claimant or his partner is carrying on a trade, profession or business in partnership, or the partner or a relative of a person with whom the claimant or his partner is carrying on a trade, profession or business in partnership.
  • (6) In sub-paragraph (5) “relative” means brother, sister, ancestor or lineal descendant.
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
  • (1) The assets of any business owned in whole or in part by the claimant and for the purposes of which he is engaged as a self-employed earner or, if he has ceased to be so engaged, for such period as may be reasonable in the circumstances to allow for disposal of any such asset.
  • (2) The assets of any business owned in whole or in part by the claimant where—
  • (a) he has ceased to be engaged as a self-employed earner in that business by reason of some disease or bodily or mental disable-ment; and
  • (b) he intends to become re-engaged as a self-employed earner in that business as soon as he recovers or is able to be re-engaged in that business;

for a period of 26 weeks from the date on which the claimant last ceased to be engaged in that business, or, if it is unreasonable to expect him to become re-engaged in that business within that period, for such longer period as is reasonable in the circumstances to enable him to become so re-engaged.

  • (3) In the case of a person who is receiving assistance under an employment programme specified in regulation 75(1)(a)(ii)(aa)(ii) of the Jobseeker’s Allowance Regulations 1996 (self-employment route of the Employment Option of the New Deal), the assets acquired by that person for the purpose of establishing or carrying on the commercial activity in respect of which such assistance is being received.
  • (4) In the case of a person who has ceased carrying on the commercial activity in respect of which assistance was received as specified in sub-paragraph (3), the assets relating to that activity for such period as may be reasonable in the circumstances to allow for disposal of any such asset.
23
  • (1) Any payment made under the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments)( No. 2) Trust (“the Trusts”), the Fund , the Eileen Trust or the Independent Living Funds.
  • (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 any of the Trusts to which sub-paragraph (1) refers and which is made to or for the benefit of—
  • (a) that person’s partner or former partner from whom he is not, or where that person has died was not, estranged or divorced;
  • (b) any child who is a member of that person’s family or who was such a member and who is a member of the claimant’s family; or
  • (c) any young person who is a member of that person’s family or who was such a member and who is a member of the claimant’s family.
  • (3) Any payment by or on behalf of the partner or former partner of a person who is suffering or who suffered from haemophilia or who is or was a qualifying person provided that the partner or former partner and that person are not, or if either of them has died were not, estranged or divorced, which derives from a payment made under any of the Trusts to which sub-paragraph (1) refers and which is made to or for the benefit of—
  • (a) the person who is suffering from haemophilia or who is a qualifying person;
  • (b) any child who is a member of that person’s family or who was such a member and who is a member of the claimant’s family; or
  • (c) any young person who is a member of that person’s family or who was such a member and who is a member of the claimant’s family.
  • (4) Any payment by a person who is suffering from haemophilia or who is a qualifying person, which derives from a payment under any of the Trusts to which sub-paragraph(1) refers, where—
  • (a) that person has no partner or former partner from whom he is not estranged or divorced, nor any child or young person who is or had been a member of that person’s family; and
  • (b) the payment is made either—
  • (i) to that person’s parent or step-parent, or
  • (ii) where that person at the date of the payment is a child, a young person or a student who has not completed his full-time education and has no parent or step-parent, to his guardian,
  • but only for a period from the date of the payment until the end of two years from that person’s death.
  • (5) Any payment out of the estate of a person who suffered from haemophilia or who was a qualifying person, which derives from a payment under any of the Trusts to which sub-paragraph (1) refers, where—
  • (a) that person at the date of his death (the relevant date) had no partner or former partner from whom he was not estranged or divorced, nor any child or young person who was or had been a member of his family; and
  • (b) the payment is made either—
  • (i) to that person’s parent or step-parent, or
  • (ii) where that person at the relevant date was a child, a young person or a student who had not completed his full-time education and had no parent or step-parent, to his guardian,
  • but only for a period of two years from the relevant date.
  • (6) In the case of a person to whom or for whose benefit a payment referred to in this paragraph is made, any capital resource which derives from any payment of income or capital made under or deriving from any of the Trusts.
  • (7) For the purposes of sub-paragraphs (2) to (6), any reference to the Trusts shall be construed as including a reference to the Fund and the Eileen Trust.
24

The value of the right to receive an occupational or personal pension.

24A

The value of any funds held under a personal pension scheme or retirement annuity contract.

25

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.

26
  • (1) 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, that dwelling for a period of 26 weeks from the date on which he ceased to occupy that dwelling.
  • (2) In this paragraph “dwelling” includes any garage, garden and outbuildings which were formerly occupied by the claimant as his home and any premises not so occupied which it is impracticable or unreasonable to sell separately, in particular, in Scotland, any croft land on which the dwelling is situated.
27

Any premises where the claimant is taking reasonable steps to dispose of those premises, for a period of 26 weeks from the date on which he first took such steps, or such longer period as is reasonable in the circumstances to enable him to dispose of those premises.

28

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.

29

Any premises which the claimant intends to occupy as his home to which essential repairs or alterations are required in order to render them fit for such occupation, for a period of 26 weeks from the date on which the claimant first takes steps to effect those repairs or alterations, or such longer period as is reasonable in the circumstances to enable those repairs or alterations to be carried out and the claimant to commence occupation of the premises.

30

Any premises occupied in whole or in part by the former partner of a claimant as his home; but this provision shall not apply where the former partner is a person from whom the claimant is estranged or divorced.

31

Any payment in kind made by a charity or under the Macfarlane (Special Payments) Trust , the Macfarlane (Special Payments) (No. 2) Trust the Fund or the Independent Living (1993) Fund..

32

£200 of any payment, or, if the payment is less than £200, the whole of any payment made under section 2 of the Employment and Training Act 1973 (functions of the Secretary of State) or section 2 of the Enterprise and New Towns (Scotland) Act 1990 as a training bonus to a person participating in arrangements for training made under either of those sections but only for a period of 52 weeks from the date of the receipt of that payment.

33

Any payment made by the Secretary of State to compensate for the loss (in whole or in part) of entitlement to housing benefit.

34

Any payment made by the Secretary of State to compensate a person who was entitled to supplementary benefit in respect of a period ending immediately before 11th April 1988 but who did not become entitled to income support in respect of a period beginning with that day.

35

Any payment made by the Secretary of State to compensate for the loss of housing benefit supplement under regulation 19 of the Supplementary Benefit (Requirements) Regulations 1983.

36

Any payment made to a juror or witness in respect of attendance at court other than compensation for loss of earnings or for the loss of a benefit payable under the benefit Acts.

37

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

38

Any payment in consequence of a reduction of a personal community charge pursuant to regulations under section 13A of the Local Government Finance Act 1988 or section 9A of the Abolition of Domestic Rates Etc (Scotland) Act 1987 (reduction of liability for personal community charge) or reduction of council tax under section 13 or, as the case may be, section 80 of the Local Government Finance Act 1992 (reduction of liability for council tax), but only for a period of 52 weeks from the date of receipt of the payment.

39

Any grant made to the claimant in accordance with a scheme made under section 129 of the Housing Act 1988 or section 66 of the Housing (Scotland) Act 1988 (schemes for payments to assist local housing authority and local authority tenants to obtain other accommodation) which is to be used–

  • (a) to purchase premises intended for occupation as his home; or
  • (b) to carry out repairs or alterations which are required to render premises fit for occupation as his home,

for a period of 26 weeks from the date on which he received such a grant or such longer period as is reasonable in the circumstances to enable the purchase, repairs or alterations to be completed and the claimant to commence occupation of those premises as his home.

40
  • (1) Any payment or repayment made—
  • (a) as respects England and Wales, under regulation 3, 5 or 8 of the National Health Service (Travelling Expenses and Remission of Charges) Regulations 1988 (travelling expenses and health service supplies);
  • (b) as respects Scotland, under regulation 3, 5 or 8 of the National Health Service (Travelling Expenses and Remission of Charges) (Scotland) Regulations 1988 (travelling expenses and health service supplies);

but only for a period of 52 weeks from the date of receipt of the payment or repayment.

  • (2) Any payment or repayment made by the Secretary of State for Health, the Secretary of State for Scotland or the Secretary of State for Wales which is analogous to a payment or repayment mentioned in sub-paragraph (1); but only for a period of 52 weeks from the date of receipt of the payment or repayment.
41

Any payment made under regulation 9 to 11 or 13 of the Welfare Food Regulations 1988 (payments made in place of milk tokens or the supply of vitamins), but only for a period of 52 weeks from the date of receipt of the payment.

42

Any payment made either by the Secretary of State for Justice or by the Secretary of State for Scotland under a scheme established to assist relatives and other persons to visit persons in custody, but only for a period of 52 weeks from the date of receipt of the payment.

43

Any arrears of special war widows payment which is disregarded under paragraph 43 of Schedule 2 (sums to be disregarded in the calculation of income other than earnings) or of any amount which is disregarded under paragraph 52, 53 or 54 of that Schedule., but only for a period of 52 weeks from the date of receipt of the arrears.

44

Any payment (other than a training allowance or training bonus under section 2 of the Employment and Training Act 1973 made, whether by the Secretary of State or any other person, under the Disabled Persons (Employment) Act 1944 or in accordance with arrangements made under section 2 of the Employment and Training Act 1973 to assist disabled persons to obtain or retain employment despite their disability.

45

Any payment made by a local authority under section 3 of the Disabled Persons (Employment) Act 1958 to homeworkers assisted under the Blind Homeworkers' Scheme.

46

Any sum of capital administered on behalf of a person ... by the High Court under the provisions of Order 80 of the Rules of the Supreme Court, the County Court under Order 10 of the County Court Rules 1981, or the Court of Protection, where such sum derives from—

  • (a) an award of damages for a personal injury to that person; or
  • (b) compensation for the death of one or both parents where the person concerned is under the age of 18.
47

Any sum of capital administered on behalf of a person ... in accordance with an order made under Rule 43.15 of the Act of Sederunt (Rules of the Court of Session 1994) 1994 or under Rule 131 of the Act of Sederunt (Rules of the Court, consolidation and amendment) 1965, or under Rule 36.14 of the Ordinary Cause Rules 1993, or under Rule 128 of the Ordinary Cause Rules, where such sum derives from—

  • (a) an award of damages for a personal injury to that person; or
  • (b) compensation for the death of one or both parents where the person concerned is under the age of 18.
48

Any payment made by the Secretary of State to compensate for a reduction in a maintenance assessment made under the Child Support Act 1991, but only for a period of 52 weeks from the date of receipt of that payment.

49

Any payment to the claimant as holder of the Victoria Cross or George Cross.

50

The amount of any back to work bonus payable by way of a jobseeker’s allowance or income support in accordance with section 26 of the Jobseekers Act 1995, or a corresponding payment under article 28 of the Jobseekers (Northern Ireland) Order 1995, but only for a period of 52 weeks from the date of receipt.

51

The amount of any child maintenance bonus payable by way of a jobseeker’s allowance or income support in accordance with section 10 of the Child Support Act 1995, or a corresponding payment under Article 4 of the Child Support (Northern Ireland) Order 1995, but only for a period of 52 weeks from the date of receipt.

52

Any mandatory top-up payment made to a person pursuant to section 2 of the Employment and Training Act 1973 in respect of that person’s participation in—

but only for a period of 52 weeks from the date of receipt of the payment.

  • (a) the self-employment route;
  • (b) an employment programme specified in—
  • (i) regulation 75(1)(a)(ii)(bb) of the Jobseeker’s Allowance Regulations 1996 (Voluntary Sector Option of the New Deal);
  • (ii) regulation 75(1)(a)(ii)(cc) of those Regulations (Environmental Task Force Option of the New Deal); or
  • (c) the Intensive Activity Period specified in regulation 75(1)(a)(iv) of those Regulations or the Intensive Activity Period for 50 plus,

but only for the period of 52 weeks from the date of receipt of the payment.

53

Any discretionary payment to meet, or to help meet, special needs made to a person pursuant to section 2 of the Employment and Training Act 1973 in respect of that person’s participation in the Full-Time Education and Training Option of the New Deal as specified in regulation 75(1)(b)(ii) of the Jobseeker’s Allowance Regulations 1996 but only for a period of 52 weeks from the date of receipt of the payment.

54

In the case of a person who is receiving, or who has received, assistance under an employment programme specified in regulation 75(1)(a)(ii)(aa)(ii) of the Jobseeker’s Allowance Regulations 1996 (self-employment route of the Employment Option of the New Deal), any sum of capital which is acquired by that person for the purpose of establishing or carrying on the commercial activity in respect of which such assistance is or was received but only for a period of 52 weeks from the date on which that sum was acquired.

55

Any discretionary payment made pursuant to section 2 of the Employment and Training Act 1973 to meet, or help meet, special needs of a person who is undertaking a qualifying course within the meaning specified in regulation 17A(7) of the Jobseeker’s Allowance Regulations 1996 but only for the period of 52 weeks from the date of receipt of that payment.

56

Any child care expenses reimbursed to the claimant in respect of his participation in the programme known as the intensive activity period of the New Deal pilots for 25 plus as defined for the purposes of the Social Security (New Deal Pilot) Regulations 2000 in regulation 2(1) of those Regulations, but only for a period of 52 weeks from the date of receipt of the payment.

57

Any top-up payment made to a person (“the participant”) pursuant to—

1.

section 2 of the Employment and Training Act 1973 in respect of the participant’s participation in the intensive activity period of the New Deal pilots for 25 plus as defined for the purposes of the Social Security (New Deal Pilot) Regulations 2000 in regulation 2(1) of those Regulations (“the intensive activity period”); or

2.

a written arrangement entered into between the Secretary of State and the person who has arranged for the participant’s participation in the intensive activity period and which is made in respect of the participant’s participation in that period,

but only for the period of 52 weeks beginning on the date of receipt of the payment.

58
  • (1) Any payment of a sports award for a period of 26 weeks from the date of receipt of that payment except to the extent that it has been made in respect of any one or more of the items specified in sub-paragraph (2).
  • (2) The items specified for the purposes of sub-paragraph (1) are food, ordinary clothing or footwear, household fuel or housing costs of any member of the family or any council tax for which any member of the family is liable.
  • (3) For the purposes of sub-paragraph (2)—
  • “food” does not include vitamins, minerals or other special dietary supplements intended to enhance the performance of the person in the sport in respect of which the award was made;
  • “housing costs” do not include accommodation costs incurred as a consequence of living away from home whilst training for, or competing in, the sport in respect of which the award was made;
  • “ordinary clothing and footwear” means clothing or footwear for normal daily use but does not include school uniforms or clothing or footwear used solely for sporting activities.
59

Any education maintenance allowance payable by virtue of regulations made under section 518 of the Education Act 1996 (payment of school expenses; grant of scholarships etc. ) which is payable as a bonus payment at the end of an academic term but only for a period of 52 weeks from the date of receipt of that payment.

60

In the case of a claimant participating in an employment zone scheme, any payment made by an employment zone contractor to the claimant being—

  • (a) a training premium payable in respect of the claimant’s participation in the employment zone scheme; or
  • (b) a discretionary payment, being a fee, grant, loan or otherwise,

but only for the period of 52 weeks from the date of receipt of the payment.

61

Any arrears of subsistence allowance paid as a lump sum but only for the period of 52 weeks from the date of receipt of the payment.

62

Any payment made to a person under regulation 11 of the Housing Benefit (Payments to Reduce Under-occupation) Regulations 2000, but only for a period of 52 weeks from the date of payment.

63

Any training grant payable under the New Deal 50 Plus Employment Credit scheme pursuant to arrangements made under section 2(1) of the Employment and Training Act 1973, but only for a period of 52 weeks from the date of payment.

64

Any payment by way of Job Grant pursuant to arrangements made under section 2(1) of the Employment and Training Act 1973, but only for a period of 52 weeks from the date of payment.

65

Any payment of £10,000 made by the Secretary of State to the claimant as a person who was held prisoner by the Japanese during World War Two or as the spouse of such a person.

66
  • (1) Subject to sub-paragraph (2), the amount of any trust payment made to a claimant, or a member of a claimant’s family, who is—
  • (a) a diagnosed person; or
  • (b) the diagnosed person’s partner, or the person who was his partner at the date of his death; or
  • (c) a parent of a diagnosed person or a person acting in the place of his parents; or
  • (d) a member of the diagnosed person’s family (other than his partner) or a person who was a member of his family (other than his partner) at the date of his death.
  • (2) Where a trust payment is made to—
  • (a) a person referred to in sub-paragraph (1)(a) or (b), that sub-paragraph shall apply for the period beginning on the date on which the trust payment is made and ending on the date on which that person dies;
  • (b) a person referred to in sub-paragraph (1)(c), that sub-paragraph shall apply for the period beginning on the date on which the trust payment is made and ending two years after that date;
  • (c) a person referred to in sub-paragraph (1)(d), that sub-paragraph shall apply for the period beginning on the date on which the trust payment is made and ending—
  • (i) two years after that date; or
  • (ii) on the day before the day on which that person ceases full-time education or attains the age of 19,

whichever is the later.

  • (3) Subject to sub-paragraph (4), the amount of any payment out of the estate of a person to whom a trust payment has been made which is made to a claimant, or a member of a claimant’s family, who is—
  • (a) the person who was the diagnosed person’s partner at the date of his death; or
  • (b) a parent of a diagnosed person or a person acting in the place of his parents; or
  • (c) a person who was a member of the diagnosed person’s family (other than his partner) at the date of his death,

but only to the extent that such payments do not exceed the total amount of any trust payments made to the person to whom the trust payment had been made.

  • (4) Where a payment out of an estate as referred to in sub-paragraph (3) is made to—
  • (a) the person referred to in sub-paragraph (3)(a), 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)(b), 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;
  • (c) 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—
  • (i) two years after that date; or
  • (ii) on the day before the day on which that person ceases full-time education or attains the age of 19,

whichever is the later.

  • (5) In this paragraph, a reference to a person being a member of the diagnosed person’s family at the date of the diagnosed person’s death shall include a person who would have been a member of his family but for the diagnosed person being in residential accommodation, a residential care home or a nursing home on that date.
  • (6) In this paragraph—
  • “diagnosed person” means a person who has been diagnosed as suffering from, or who after his death has been diagnosed as having suffered from, variant Creutzfeldt-Jakob disease;
  • “full-time education” means either—full-time attendance on a course of full-time education at a recognised educational establishment as defined in section 147(1) of the Contributions and Benefits Act, orfull-time education provided otherwise than at a recognised educational establishment, if such education is recognised by the Secretary of State pursuant to section 142(2) of that Act and is not a course of advanced education for the purposes of Chapter VII of Part IV of these Regulations;
  • “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;
  • “residential accommodation”, “residential care home” and “nursing home” have the meanings given by regulation 2(1) of the Income Support (General) Regulations 1987;
  • “trust payment” means a payment under a relevant trust.
67

Any ex-gratia payment made by the Secretary of State for Northern Ireland directly to the family of a victim of violence within the meaning given by section 1(4) of the Northern Ireland (Location of Victims' Remains) Act 1999.

68

Any discretionary housing payment paid pursuant to regulation 2(1) of the Discretionary Financial Assistance Regulations 2001.

69
  • (1) Where a payment has been made to the claimant or his partner by, or on behalf of, a government of a country outside the United Kingdom, either from its own resources or with contributions from any other organisation, by way of compensation for a victim of National Socialism, the amount of that payment.
  • (2) In sub-paragraph (1) the reference to a victim of National Socialism is a reference to a person who was required to work as a slave or forced labourer for National Socialists or their sympathisers during the Second World War, or suffered property loss, or suffered injury, or is the parent of a child who died, at the hands of National Socialists or their sympathisers during the Second World War.
1

Adult.

2

Adult to whom regulation 46(1)(b) applies (lone parent working, or member of a married or unmarried couple either or both of whom work, for not less than 30 hours per week).

3

Adult to whom regulation 46(1)(d) applies (lone parent who is, or member of a married or unmarried couple either or both of whom are, severely disabled).

4

Person in respect of the period beginning on, and including, that person’s date of birth and ending on the day preceding the Tuesday which first occurs in the September following that person’s sixteenth birthday.

4

£25.60.

5

Person in respect of the period beginning on, and including, the Tuesday which first occurs in the September following that person’s sixteenth birthday and ending on the day preceding that person’s nineteenth birthday.

5

£26.35.

6

Child or young person—

6

Editorial notes

[^c2180937]: 1986 c. 50; section 84(1) is an interpretation provision and is cited because of the meanings assigned to the words “prescribed” and “regulations”.

[^c2180938]: 1975 c. 14; section 104(5) (relevant change of circumstances) is inserted by paragraph 10 of Schedule 5 to the Social Security Act 1986 and is applied to family credit by section 52 of that Act; section 166(3A) is inserted by section 62 of that Act, and section 166(1) to (3A) (extent of powers) is applied by section 83(1) of the Social Security Act 1986 to regulation-making powers conferred by that Act.

[^c2180939]: 1975 c. 61.

[^c2180940]: 1975 c. 14.

[^c2180941]: Section 37A was inserted by section 22(1) of the Social Security Pensions Act 1975 (c. 60) and amended by the National Health Service Act 1977 (c. 49) Schedule 15 paragraph 64, the Social Security Act 1979 (c. 18) section 3 and by the Social Security Act 1986 (c. 50) sections 71 and 86 and Schedule 11.

[^c2180942]: S.I. 1983/883; article 26A was added by S.I. 1983/1116 and amended by S.I. 1983/1521 and 1986/592.

[^c2180943]: S.I. 1983/686, amended by S.I. 1983/1164, 1540 and 1986/628.

[^c2180944]: 1975 c. 14.

[^c2180945]: 1970 c. 10.

[^c2180947]: S.I. 1983/1964.

[^c2180948]: S.I. 1984/988.

[^c2180949]: S.I. 1975/555; the relevant amending instruments are S.I. 1977/1693 and 1987/1683.

[^c2180950]: 1955 c. 18.

[^c2180951]: 1955 c. 19.

[^c2180952]: 1957 c. 53.

[^c2180953]: 1958 c. 5.

[^c2180954]: 1958 c. 40.

[^c2180955]: 1958 c. 65.

[^c2180956]: 1968 c. 49.

[^c2180957]: 1969 c. 46.

[^c2180958]: 1969 c. 54.

[^c2180959]: 1973 c. 18.

[^c2180960]: 1973 c. 29.

[^c2180961]: 1975 c. 72.

[^c2180962]: 1978 c. 22.

[^c2180963]: 1978 c. 28.

[^c2180964]: 1980 c. 5.

[^c2180965]: 1980 c. 6.

[^c2180966]: 1948 c. 29; section 21 was amended by the Local Government Act 1972 (c. 70), Schedule 23 paragraphs 1 and 2 and Schedule 30; the National Health Service Reorganisation Act 1973 (c. 32), Schedule 4 paragraph 44 and Schedule 5; the Housing (Homeless Persons) Act 1977 (c. 48), Schedule; the National Health Service Act 1977 (c. 49), Schedule 15 paragraph 5; the Health Services Act 1980 (c. 53), Schedule 1 Part 1 paragraph 5. Section 22 was amended by the Social Work (Scotland) Act 1968 (c. 49), section 87(4) and Schedule 9 Part I; the Supplementary Benefits Act 1976 (c. 71) Schedule 7 paragraph 3; the Housing (Homeless Persons) Act 1977 (c. 48), Schedule; the Social Security Act 1980 (c. 30), section 20, Schedule 4 paragraph 2(1) and Schedule 5 Part II and the Health and Social Services and Social Security Adjudications Act 1983 (c. 41), section 20(1)(a). Section 24 was amended by the National Assistance (Amendment) Act 1959 (c. 30), section 1(1); the National Health Service (Scotland) Act 1972 (c. 58), Schedule 6 paragraph 82; the Local Government Act 1972 (c. 70), Schedule 23 paragraph 2; the National Health Service Reorganisation Act 1973 (c. 32), Schedule 4 paragraph 45 and the Housing (Homeless Persons) Act 1977 (c. 48), Schedule. Section 26 was amended by the Health Services and Public Health Act 1968 (c. 46), section 44 and Schedule 4 and the Social Work (Scotland) Act 1968 (c. 49) Schedule 9 Part I and applied by section 87(3); the Local Government Act 1972 (c. 70), Schedule 23 paragraph 2; the Housing (Homeless Persons) Act 1977 (c. 48), Schedule and the Health and Social Services and Social Security Adjudications Act 1983 (c. 41), section 20(1)(b).

[^c2180967]: 1977 c. 49; paragraphs 1(2) and 2(5) of Schedule 8 were repealed by section 30 of, and Schedule 10 Part I to, the Health and Social Services and Social Security Adjudications Act 1983 (c. 41) and paragraphs 2(1) to (3) were amended by the Mental Health Act 1983 (c. 20) section 148 and Schedule 4.

[^c2180968]: 1947 c. 27, as applied by section 1(4)(c) of the Social Work (Scotland) Act 1968 (c. 49); section 27 is continued in force for the purposes of section 1(4)(c) by paragraph 15 of Schedule 15 to the National Health Service (Scotland) Act 1978 (c. 29).

[^c2180969]: 1968 c. 49.

[^c2180970]: 1984 c. 36.

[^c2180971]: 1977 c. 49; section 4 was amended by the Mental Health Act 1983 (c. 20) section 148, Schedule 4, paragraph 47.

[^c2180973]: 1978 c. 44; section 68(2) was amended by section 21 Schedule 3 paragraph 21 of the Employment Act 1982 (c. 46); section 71(2) was amended by the Employment Act 1982 (c. 46) sections 5 and 21 Schedule 3 paragraph 22 and Schedule 4.

[^c2180974]: 1977 c. 5; section 18(2) was amended by section 159 Schedule 16 paragraph 29 of the Employment Protection (Consolidation) Act 1978 (c. 44) and by section 86(2) of, and Schedule 10 Part IV paragraph 75 and Schedule 11 to, the Social Security Act 1986 (c. 50).

[^c2180975]: 1982 c. 24.

[^c2180976]: See sections 1 and 4 of the Social Security Act 1975 (c. 14); section 1 was amended by section 40 of the Employment Protection Act 1975 (c. 71), section 24 of, and Schedule 2 to, the Social Security (Miscellaneous Provisions) Act 1977 (c. 5), section 2 of the Social Security (Contributions) Act 1982 (c. 2), section 29 of, and paragraph 5 of Schedule 5 to, the Social Security Act 1985 (c. 53), section 86 of, and Schedule 11 to, the Social Security Act 1986 (c. 50) and S.I. 1987/48; section 4 was amended by paragraph 36 of Schedule 4 to the Social Security Pensions Act 1975 (c. 60), section 2(4) of the Education (School-Leaving Dates) Act 1976 (c. 5), section 14(1) of the Social Security Act 1979 (c. 18), Schedule 5 of the Social Security and Housing Benefits Act 1982 (c. 24), sections 7(1) and (2) and 8(1) of the Social Security Act 1985, sections 74(1)(a) and (2) and 86 of, and paragraph 104 of Schedule 10 to, the Social Security Act 1986 and S.I. 1986/25 and 1987/46.

[^c2180977]: 1970 c. 10; section 8(1) was amended by the Finance Act 1971 (c. 68) section 37, Schedule 6 paragraphs 1 and 5, and by the Finance Act 1985 (c. 54) section 36; subsection (1A) was added by the Finance (No. 2) Act 1975 (c. 45) section 31 and amended by the Finance Act 1977 (c. 36) section 22. Subsection (1B) was added by the Finance (No. 2) Act 1975, section 31. Section 8(2) was amended by the Finance Act 1971 section 37, Schedule 6 paragraphs 1 and 5 and by article 2 of S.I. 1985/430; sub-paragraph (b) was substituted by the Finance (No. 2) Act 1979 (c. 47) section 12, Schedule 2 paragraph 1; sub-paragraphs (b)(i) and (ii) were amended by the Finance Act 1981 (c. 35), section 139, Schedule 19 Part VI and the Finance Act 1982 (c. 39) section 157, Schedule 22 Part IV; sub-paragraph (b)(iii) was added by the Finance Act 1981 section 27 and sub-paragraph (b)(iv) by the Finance Act 1987 (c. 16) section 27. Section 14(1) was amended by the Finance Act 1970 (c. 24) section 14, Schedule 8 Part VI; section 14(2) was amended by the Finance Act 1976 (c. 40) section 36, the Finance (No. 2) Act 1979, section 11, Schedule 1 paragraph 2 and the Finance Act 1980 (c. 48) section 24.

[^c2180978]: 1973 c. 50; section 2 was amended by sections 9 and 11 and Schedule 2, Part II, paragraph 9 and Schedule 3 of the Employment and Training Act 1981 (c. 57).

[^c2180979]: S.I. 1975/529.

[^c2180981]: Section 7(5) was amended by article 3 of S.I. 1986/25 and S.I. 1987/46.

[^c2180982]: Section 9 was amended by sections 4 and 65 of, and Schedule 5 to, the Social Security Pensions Act 1975 (c. 60), by the Social Security Contributions Act 1982 (c. 2) section 1 and S.I. 1986/25.

[^c2180983]: The benefit Acts are specified in section 84(1) of the Social Security Act 1986 (c. 50).

[^c2180985]: 1980 c. 44.

[^c2180986]: S.I. 1986/594 (NI 3).

[^c2180987]: 1965 c. 4.

[^c2180989]: 1975 c. 14; section 35 was amended by the National Health Service Act 1977 (c. 49) Schedule 15 paragraph 63, and by the Social Security Act 1979 (c. 18) section 2 and by the Social Security Act 1980 (c. 30) Schedule 1 Part II paragraph 8.

[^c2180990]: Subsections (3) and (4) of section 61 were added by the Social Security Act 1986 (c. 50) section 39 and Schedule 3 paragraph 6.

[^c2180991]: 1975 c. 16.

[^c2180992]: S.I. 1983/686, amended by S.I. 1983/1164 and 1984/1675.

[^c2180995]: 1980 c. 44.

[^c2180996]: 1973 c. 50; section 2 was amended by sections 9 and 11 of Schedule 2 Part II paragraph 9 and Schedule 3 of the Employment and Training Act 1981 (c. 57).

[^c2180997]: 1975 c. 61.

[^c2181000]: 1978 c. 28.

[^c2181004]: S.I. 1985/1799.

[^c2181005]: 1976 c. 71.

[^c2181006]: 1970 c. 55.

[^c2181007]: 1982 c. 24.

[^c2181008]: 1985 c. 69.

[^c2181009]: 1987 c. 26.

[^c2181010]: 1982 c. 39.

[^key-beb507b49fb16c4b7479d1929159cc9b]: Reg. 46(4) sum amended (11.4.1989) by The Social Security Benefits Up-rating Order 1989 (S.I. 1989/43), arts. 1(2), 13(a) (with art. 20)

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