The State Pension Credit Regulations 2002

[^key-e305d7595dec0b180e88e3f545a9dd45]: Reg. 5(1)(f) substituted (28.7.2016) by The Housing Benefit and State Pension Credit (Temporary Absence) (Amendment) Regulations 2016 (S.I. 2016/624), regs. 1, 4(6)(b) (with reg. 5(3))

[^key-e3fc2c077b15cae3826130f19fc17476]: Words in reg. 1(2) inserted (27.10.2008) by The Employment and Support Allowance (Consequential Provisions) (No. 2) Regulations 2008 (S.I. 2008/1554), regs. 1(2)(b), 4(2)(c)

[^key-e4186486958be5f7a115f0a6ded22679]: Word in Sch. V para. 23C(b) omitted (1.4.2015) by virtue of The Care Act 2014 (Consequential Amendments) (Secondary Legislation) Order 2015 (S.I. 2015/643), art. 1(2), Sch. para. 19(3)(a) (with art. 4)

[^key-e45a530d0534a733be1642f9ad8f63dd]: Words in Sch. I para. 1(2)(a) substituted (8.4.2013) by The Personal Independence Payment (Supplementary Provisions and Consequential Amendments) Regulations 2013 (S.I. 2013/388), reg. 2, Sch. para. 27(4)(a)(iv)

[^key-e4e40d71df11582350fd9fcdc8330e38]: Sum in Sch. 3 para. 1(7) substituted (coming into force in accordance with art. 1(3)(k) of the amending S.I.) by The Social Security Benefits Up-rating Order 2025 (S.I. 2025/295), arts. 1(3)(k), 29(7)(b)

[^key-e595eab95d619838625bcd7bd31c3585]: Reg. 2(3A) inserted (7.5.2019) by The Social Security (Income-related Benefits) (Updating and Amendment) (EU Exit) Regulations 2019 (S.I. 2019/872), regs. 1, 4(2)(d)

[^key-e60a3d0874b4b99fbb081539b597faca]: Reg. 24(3) inserted (31.10.2011) by The Social Security (Miscellaneous Amendments) (No. 3) Regulations 2011 (S.I. 2011/2425), regs. 1(2), 15(4)(b)

[^key-e62349e2d90fb0bb81ee57d206c32cc1]: Reg. 13A(2) omitted (6.4.2010) by virtue of The Social Security (Miscellaneous Amendments) (No. 6) Regulations 2009 (S.I. 2009/3229), regs. 1, 3(3)(a)

[^key-e6a7161d31fed5ee7ab90c383c2e708e]: Words in reg. 1(2) substituted (9.7.2023) by The Social Security (Income and Capital Disregards) (Amendment) Regulations 2023 (S.I. 2023/640), regs. 1(1), 4(2)(a)

[^key-e6d3f9e5e1a907ea80e666d7f6a6716c]: Reg. 13B(2) substituted (6.4.2010) by The Social Security (Miscellaneous Amendments) (No. 6) Regulations 2009 (S.I. 2009/3229), regs. 1, 3(4)

[^key-e6d70fc2db52a45fa3a94ea24a8baaa4]: Word in reg. 3(1)(c) substituted for comma (18.7.2025) by The Social Security (Habitual Residence, Past Presence and Temporary Absence) (Amendment) Regulations 2025 (S.I. 2025/884), regs. 1(1), 6(2)(b)

[^key-e6e61b0dd9a3ebf1fba4f563ed148ac1]: Sch. V para. 16(2) inserted (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) Regulations 2002 (S.I. 2002/3019), regs. 1(2)(b), 23(o)(ii)

[^key-e855358f5ef5e1553e6321193aef1fbd]: Words in Sch. 3 para. 1(10)(d) inserted (19.11.2023) by The Carer’s Assistance (Carer Support Payment) (Scotland) Regulations 2023 (Consequential Amendments) Order 2023 (S.I. 2023/1218), arts. 1(2), 14(7)

[^key-e8a7617672d398f823302ffeeebec7d6]: Word in reg. 17B(4)(b) omitted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 4(4)(a)

[^key-e8caa57a6e4caefdb219c73c957b8981]: Word in Sch. V para. 13(6) substituted (6.10.2003) by The State Pension Credit (Transitional and Miscellaneous Provisions) Amendment Regulations 2003 (S.I. 2003/2274), regs. 1, 2(12)(c)(xv)

[^key-e973e9d20d3a03f57598ba471482a378]: Words in reg. 1(2) inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 4(2)(b)(ii)

[^key-e9a678f0f0cbf4561a77e0c76ea28a54]: Words in Sch. 5 para. 15(5) inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 4(4)(a)(iv)

[^key-eaeffa1fc4d2db608ec82f4ea9b6b554]: Words in Sch. V para. 12(c)(d) inserted (5.12.2005) by The Civil Partnership (Pensions, Social Security and Child Support) (Consequential, etc. Provisions) Order 2005 (S.I. 2005/2877), art. 1, Sch. 3 para. 35(5)(c) (with art. 3)

[^key-eb60145a17f964636904630b460ee60e]: Sch. IV para. 8(2) omitted (3.10.2005) by virtue of The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2005 (S.I. 2005/2465), regs. 1(2), 6(5)

[^key-ebc5bee8b133a0f0aa446ded5a3a81f7]: Words in reg. 17B(4)(b) inserted (5.8.2016) by The Children and Young People (Scotland) Act 2014 (Consequential Modifications) Order 2016 (S.I. 2016/732), arts. 1(1), 4(2)(b)

[^key-ecd8a1a415b6ffe7dc5b859a4784e6f0]: Words in reg. 1 inserted (8.6.2024) by The Social Security (State Pension Age Claimants: Closure of Tax Credits) (Amendment) Regulations 2024 (S.I. 2024/611), regs. 1(1), 4(2)

[^key-ecfd933cd0e45d86e71a9516bd6cc48d]: Sch. IV para. 1(f) substituted (20.3.2017) by The Social Security (Income-Related Benefits) Amendment Regulations 2017 (S.I. 2017/174), regs. 1, 4(3)

[^key-ed40a8dbc1f61951bab608dbfe6df263]: Reg. 11(2) added (13.4.2010) by The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2010 (S.I. 2010/641), regs. 1(4)(c), 6(4)

[^key-ee92c4d6aac8b0662939951f351c30e3]: Sch. V para. 20(2)(ba) inserted (8.4.2013) by The Personal Independence Payment (Supplementary Provisions and Consequential Amendments) Regulations 2013 (S.I. 2013/388), reg. 2, Sch. para. 27(7)

[^key-ef688dc4559079c82ff9f98b3dd8b73c]: Reg. 15(1)(rg) inserted (9.11.2020) by The Social Security (Scotland) Act 2018 (Young Carer Grants, Short-Term Assistance and Winter Heating Assistance) (Consequential Provision and Modifications) Order 2020 (S.I. 2020/989), arts. 1(2), 17(2)

[^key-efc28591f0aab041f8e665e86159c8be]: Words in Sch. I para. 1(1)(a)(i) inserted (21.3.2022) by The Social Security (Disability Assistance for Working Age People) (Consequential Amendments) Order 2022 (S.I. 2022/177), arts. 1(2), 8(3)(a)(ii)

[^key-f017cd7a1d97abb7499e0777c3b49938]: Words in reg. 1(2) omitted (17.11.2008) by virtue of The Social Security (Miscellaneous Amendments) (No.6) Regulations 2008 (S.I. 2008/2767), regs. 1(2), 5(2)(a)(i)

[^key-f084895c27f90d0ce7f5d1d32afbabf5]: Words in reg. 1(2) inserted (15.7.2020) by The Social Security (Income and Capital) (Miscellaneous Amendments) Regulations 2020 (S.I. 2020/618), regs. 1, 4(2)(b)(i)

[^key-f0a8e4615e416594e8b633b23ac75208]: Words in Sch. VI para. 1(2)(b) inserted (28.7.2016) by The Housing Benefit and State Pension Credit (Temporary Absence) (Amendment) Regulations 2016 (S.I. 2016/624), regs. 1, 4(10) (with reg. 5(3))

[^key-f0c92000512c7b6aa1cfd38d432cbd08]: Words in Sch. V para. 20(1)(d) substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 4(6)(c)(i)

[^key-f0dcb0b46340a88f74564f715b8fde7b]: Words in Sch. I para. 1(1)(a)(i) inserted (8.4.2013) by The Armed Forces and Reserve Forces Compensation Scheme (Consequential Provisions: Subordinate Legislation) Order 2013 (S.I. 2013/591), art. 2(2), Sch. para. 23(4)(a)(i)

[^key-f12f4649051c0ab9784ef154975b05bb]: Words in Sch. IV para. 1(c) omitted (5.1.2009) by virtue of The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 4(5)(b)

[^key-f13725e8e2092a70ba7074118c9f3b32]: Sch. V para. 20(2)(u) inserted (coming into force in accordance with art. 1(2) of the amending S.I.) by The Social Security (Scotland) Act 2018 (Information-Sharing and Scottish Child Payment) (Consequential Provision and Modifications) Order 2020 (S.I. 2020/482), art. 5(3)

[^key-f1a2366b2350ffddedc543c2ed540141]: Reg. 2(5) inserted (24.8.2020) by The Social Security (Income-Related Benefits) (Persons of Northern Ireland - Family Members) (Amendment) Regulations 2020 (S.I. 2020/683), regs. 1, 4(2)(d)

[^key-f1e4e6c186e9aef6469bf826a9b9171c]: Reg. 15(5)(g) substituted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), reg. 5(2)(b)

[^key-f1e525d46cab8c861f583a29bde1993a]: Words in reg. 1(2) substituted (E.W.) (13.3.2014) by The Marriage (Same Sex Couples) Act 2013 (Consequential Provisions) Order 2014 (S.I. 2014/107), art. 1(2), Sch. 1 para. 32

[^key-f2677590b27d66fdc5d430f4cfb050f2]: Words in reg. 15(3) inserted (16.11.2017) by The Social Security (Miscellaneous Amendments No. 4) Regulations 2017 (S.I. 2017/1015), regs. 1(2), 10(2)(a)(ii)

[^key-f2b4b525e390ad57e5b888a5faf1c21c]: Words in Sch. 5 para. 15(1) inserted (19.6.2017) by The Social Security (Emergency Funds) (Amendment) Regulations 2017 (S.I. 2017/689), regs. 1, 4(3)(b)

[^key-f2b67daef4bb47c18dac7b39075cc1cc]: Words in Sch. 2A para. 9(2) inserted (21.3.2025) by The Social Security (Scotland) Act 2018 (Disability Assistance) (Consequential Amendments) Order 2025 (S.I. 2025/227), arts. 1(1), 10(5)(a)

[^key-f31c18ec1388c4d4517a8c071f5154c9]: Reg. 17(9)(b) substituted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), reg. 5(3)(c)

[^key-f31fcdadd4ab0502a0b873b0de9105c1]: Sch. V para. 20(2)(p) and semi-colon inserted (29.4.2013) by The Universal Credit (Consequential, Supplementary, Incidental and Miscellaneous Provisions) Regulations 2013 (S.I. 2013/630), regs. 1(2), 33(7)(a)

[^key-f3275f627770e0571ec429f7ecec6393]: Word in Sch. I para. 2(6)(a) substituted (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) (No. 2) Regulations 2002 (S.I. 2002/3197), reg. 1(1)(b), Sch. para. 8(a)(ii)

[^key-f335e810e69475264f0b7b7f1bce9b7b]: Sch. III para. 2(2)(b) sum maintained (coming into force in accordance with art. 1(2)(l) of the amending S.I.) by The Social Security Benefits Up-rating Order 2017 (S.I. 2017/260), arts. 1(2)(l), 25(1)(6), Sch. 13

[^key-f34914e480a3c939759dd0c887a7e5d9]: Words in Sch. I para. 1(1)(b)(i) substituted (8.4.2013) by The Personal Independence Payment (Supplementary Provisions and Consequential Amendments) Regulations 2013 (S.I. 2013/388), reg. 2, Sch. para. 27(4)(a)(ii)

[^key-f37379314d4e773c19599b3f98324ff7]: Reg. 15(1)(re) inserted (9.11.2020) by The Social Security (Scotland) Act 2018 (Young Carer Grants, Short-Term Assistance and Winter Heating Assistance) (Consequential Provision and Modifications) Order 2020 (S.I. 2020/989), arts. 1(2), 4(2)

[^key-f43ae741b0bb4552412533ab9ec52735]: Words in reg. 1(2) inserted (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) (No. 2) Regulations 2002 (S.I. 2002/3197), reg. 1(1)(b), Sch. para. 1(b)

[^key-f4d944d36100ea836e4e34e68120430c]: Sch. V para. 20(2)(h) substituted (6.10.2003) by The State Pension Credit (Transitional and Miscellaneous Provisions) Amendment Regulations 2003 (S.I. 2003/2274), regs. 1, 2(12)(e)(ii)

[^key-f4e2d3c6bf432c8e89f6c052235ba090]: Words in reg. 1(2) substituted (S) (16.12.2014) by The Marriage and Civil Partnership (Scotland) Act 2014 and Civil Partnership Act 2004 (Consequential Provisions and Modifications) Order 2014 (S.I. 2014/3229), art. 1(2), Sch. 6 para. 23

[^key-f56d52d215bf8bb717ac80e4e32ac508]: Words in Sch. 2 para. 14(6)(b)(iv) inserted (8.4.2013) by The Armed Forces and Reserve Forces Compensation Scheme (Consequential Provisions: Subordinate Legislation) Order 2013 (S.I. 2013/591), art. 2(2), Sch. para. 23(5)(c)

[^key-f5815ca0a2d4ba96d696bef9b51258c8]: Words in Sch. 2A para. 9(3)(a) inserted (21.3.2022) by The Social Security (Disability Assistance for Working Age People) (Consequential Amendments) Order 2022 (S.I. 2022/177), arts. 1(2), 8(5)(b)

[^key-f58218c059b16350cab6f00228eba584]: Reg. 17A(2)(ib) inserted (31.12.2014) by The Shared Parental Leave and Statutory Shared Parental Pay (Consequential Amendments to Subordinate Legislation) Order 2014 (S.I. 2014/3255), arts. 1(2), 10(4)(c)

[^key-f5caed0935fc63b3b75ab3118b020a0f]: Sums in Sch. 3 para. 1(5) substituted (coming into force in accordance with art. 1(3)(k) of the amending S.I.) by The Social Security Benefits Up-rating Order 2025 (S.I. 2025/295), arts. 1(3)(k), 29(7)(a)

[^key-f5cfe36ae24122ccd27bce92e9610f86]: Reg. 17(5)(a) substituted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2009 (S.I. 2009/583), reg. 5(3)(a)

[^key-f6bd9bd28c83d3bad367fdd9349ddbe3]: Sch. V para. 20(1)(e)(f) and word inserted (2.4.2013) by The Social Security (Miscellaneous Amendments) Regulations 2013 (S.I. 2013/443), regs. 1, 6(4)

[^key-f715ffd77988326b008d693a65d06c16]: Reg. 15(1)(qc) inserted (6.4.2020) by The Parental Bereavement Leave and Pay (Consequential Amendments to Subordinate Legislation) Regulations 2020 (S.I. 2020/354), regs. 1, 10(3)

[^key-f7c45e75ab1408abf82e9aeb5d8fc4bf]: Words in reg. 18(7A) substituted (28.4.2014) by The Social Security (Miscellaneous Amendments) Regulations 2014 (S.I. 2014/591), regs. 1, 7(4)

[^key-f7cb18b994259e9139a969a98fa00a72]: Words in Sch. I para. 4(2) substituted (6.10.2003) by The State Pension Credit (Transitional and Miscellaneous Provisions) Amendment Regulations 2003 (S.I. 2003/2274), regs. 1, 2(8)(b)

[^key-f7f22b211821caa9b5bd64115d2bc7d0]: Words in Sch. IV para. 13 substituted (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) (No. 2) Regulations 2002 (S.I. 2002/3197), reg. 1(1)(b), Sch. para. 11(c)

[^key-f85b36f803a24a368a8dff9e62a6f98a]: Word in reg. 17(10) substituted (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) (No. 2) Regulations 2002 (S.I. 2002/3197), reg. 1(1)(b), Sch. para. 5

[^key-f8d8f9448d833819ae775d484155c396]: Words in reg. 24(3) substituted (28.4.2014) by The Social Security (Miscellaneous Amendments) Regulations 2014 (S.I. 2014/591), regs. 1, 7(5)

[^key-f8e70148b2d2f8b60a94dc450e378edd]: Sum in Sch. 2 para. 14(2)(e) substituted (coming into force in accordance with art. 1(3)(k) of the amending S.I.) by The Social Security Benefits Up-rating Order 2025 (S.I. 2025/295), arts. 1(3)(k), 29(4)(g)(ii)

[^key-f8f874f0eadd7b57a0a6d21d238761b3]: Words in reg. 6(5)(b) inserted (19.11.2023) by The Carer’s Assistance (Carer Support Payment) (Scotland) Regulations 2023 (Consequential Amendments) Order 2023 (S.I. 2023/1218), arts. 1(2), 14(3)

[^key-f90f3da38eb1dcb72134a96ca48e520d]: Reg. 10(1)(c) added (6.10.2003) by The State Pension Credit (Transitional and Miscellaneous Provisions) Amendment Regulations 2003 (S.I. 2003/2274), regs. 1, 2(6)

[^key-f95c1de090f6cae97d63bdb3017a525c]: Words in Sch. 3 para. 1(2) inserted (21.12.2017) by The Social Security (Miscellaneous Amendments No. 5) Regulations 2017 (S.I. 2017/1187), regs. 1(2)(a), 5(3)(a)(ii)

[^key-f95c97c86efafa02fd47b8795af09a45]: Reg. 2(4)(h)(hh) substituted for reg. 2(4)(h) (9.10.2006) by The Social Security (Persons from Abroad) Amendment (No. 2) Regulations 2006 (S.I. 2006/2528), regs. 1, 4(2)

[^key-f9975ca0ea0367045447933b7aaff82d]: Words in Sch. IV para. 12 substituted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(2), 4(5)(g)(i)

[^key-f9ad192f44aa6ac48989a6b0d16bb235]: Reg. 2(4)(zzc) inserted (22.3.2022) by The Social Security (Habitual Residence and Past Presence) (Amendment) Regulations 2022 (S.I. 2022/344), regs. 1(1), 2(3)(5)(c)

[^key-f9bf8523cb644c8730faba722850abbb]: Reg. 7(4) added (6.10.2003) by The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) Regulations 2002 (S.I. 2002/3019), regs. 1(2)(b), 23(d)

[^key-f9ddebdfbb0023fecde44a12405d4fd0]: Reg. 18(1A) inserted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 14(4)(a)

[^key-fbcf833c5ed75c589f538198ca3977f8]: Words in reg. 1(2) substituted (28.2.2025) by The Social Security (Income and Capital Disregards) (Amendment) Regulations 2025 (S.I. 2025/44), regs. 1(1), 5(2)(b)

[^key-fcb116bf6a242250f71f58909af45e34]: Words in Instrument substituted (6.11.2023) by The Health and Care Act 2022 (Further Consequential Amendments) (No. 2) Regulations 2023 (S.I. 2023/1071), reg. 1(1), Sch. para. 1

[^key-fcc75c3b67d5d6c196b913a93b4011d6]: Sch. II para. 6(3) formula maintained (coming into force in accordance with art. 1(2)(l) of the amending S.I.) by The Social Security Benefits Up Rating Order 2017 (S.I. 2017/260), arts. 1(2)(l), 25(1)(6), Sch. 13

[^key-fcdf0009606e5918aff641035e857ced]: Words in Sch. I para. 4(2) inserted (19.11.2023) by The Carer’s Assistance (Carer Support Payment) (Scotland) Regulations 2023 (Consequential Amendments) Order 2023 (S.I. 2023/1218), arts. 1(2), 14(6)(b)(i)

[^key-fd3957f6d1415036647df48aa53f3e07]: Words in reg. 1(2) substituted (5.1.2009) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(1), 4(2)

[^key-fd3f72a783315669e9e154e4d867783e]: Words in Sch. 3 para. 1(9) inserted (8.4.2013) by The Armed Forces and Reserve Forces Compensation Scheme (Consequential Provisions: Subordinate Legislation) Order 2013 (S.I. 2013/591), art. 2(2), Sch. para. 23(6)

[^key-fd92382ea2f40365634c86c9111960f1]: Words in reg. 16 added (4.10.2004) by The Social Security (Housing Benefit, Council Tax Benefit, State Pension Credit and Miscellaneous Amendments) Regulations 2004 (S.I. 2004/2327), regs. 1(1)(a), 7(4)

[^key-fdce1843ef69bd41c843138b59a4d0ff]: Reg. 21(2) substituted (5.4.2004) by The State Pension Credit (Miscellaneous Amendments) Regulations 2004 (S.I. 2004/647), regs. 1, 3(5)

[^key-fe4f1935a08610b8030e42571b745457]: Words in Sch. I para. 2(2)(a) substituted (8.4.2013) by The Personal Independence Payment (Supplementary Provisions and Consequential Amendments) Regulations 2013 (S.I. 2013/388), reg. 2, Sch. para. 27(4)(b)

[^key-ff655d517f910ed97f9782f93fb1bf66]: Sch. 2 para. 14(8)(bf) inserted (22.7.2025) by The Social Security (Income and Capital Disregards) (Amendment) (No. 2) Regulations 2025 (S.I. 2025/778), regs. 1(1), 4(3)

[^key-ff883a6beb57a47b9e76e3d979647cb8]: Sch. I para. 1(1)(c)(ii) substituted (with effect in accordance with reg. 1(2) of the amending S.I.) by The Universal Credit and Miscellaneous Amendments (No.2) Regulations 2014 (S.I. 2014/2888), regs. 1(1), 3(4)(a)(i)(aa)

[^M_F_0c5fb40f-25b3-4da3-8ca4-730d46e4fb7b]: Words in Sch. 2 para. 16(2)(b) omitted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 14(6)(b)

[^M_F_25a4cf3f-f5e2-48b8-b9dc-6e556c0d3ca4]: Words in Sch. 02 para. 13(1)(a) omitted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 14(5)(a)

[^M_F_452fe32b-d3d7-4fdd-85f7-573109331a99]: Sch. V para. 20A(2)(h) word omitted (29.4.2013) by The Universal Credit (Consequential, Supplementary, Incidental and Miscellaneous Provisions) Regulations 2013 (S.I. 2013/630), regs. 1(2), 33(7)(b)

[^M_F_8e65d1ac-edd9-404d-b56b-147d39be9f88]: Words in Sch. 2 para. 16(2)(a) substituted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 14(6)(a)

[^M_F_9f128a6b-3065-4a71-cddc-494fbde417ab]: Reg. 18(9)(10) inserted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 14(4)(b)

[^M_F_a0010001-8af6-4d22-b43e-a7f8530e02f3]: Words in Sch. 2 para. 14(2)(a) substituted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 14(5)(b)(i)

[^M_F_a43604b0-e236-4ac9-8482-147c487d2b09]: Reg. 5(1A)(c) word substituted for full stop (18.7.2025) by The Social Security (Habitual Residence, Past Presence and Temporary Absence) (Amendment) Regulations 2025 (S.I. 2025/884), regs. 1(1), 6(3)(b)

[^M_F_cb65276e-8548-466e-f728-2bfb5867f788]: Sch. 2 para. 14(7)(dd) inserted (2.10.2006) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), regs. 1(3), 14(5)(b)(ii)

[^key-bcedebb3f8593712f2d3390450670297]: Words in reg. 1(2) substituted (15.3.2026) by The Social Security (Scotland) Act 2018 (Carer’s Assistance) (Consequential Modifications) Order 2026 (S.I. 2026/246), arts. 1(2), 17(2)

[^key-a545de34c73ed5efcf2d6c1264518f67]: Reg. 15(1)(ri) inserted (15.3.2026) by The Social Security (Scotland) Act 2018 (Carer’s Assistance) (Consequential Modifications) Order 2026 (S.I. 2026/246), arts. 1(2), 17(3)

[^key-eed4c0585df60bc8447aa5dd6b18b090]: Sch. I para. 4(5) inserted (15.3.2026) by The Social Security (Scotland) Act 2018 (Carer’s Assistance) (Consequential Modifications) Order 2026 (S.I. 2026/246), arts. 1(2), 17(4)(b)

[^key-07bc810c207c055701d663876291393a]: Words in Sch. I para. 4(3) substituted (15.3.2026) by The Social Security (Scotland) Act 2018 (Carer’s Assistance) (Consequential Modifications) Order 2026 (S.I. 2026/246), arts. 1(2), 17(4)(a)

[^key-89fe0fa2107b2edfe1a47bc0ead91edf]: Sch. V para. 20(2)(z)(z1) inserted (15.3.2026) by The Social Security (Scotland) Act 2018 (Carer’s Assistance) (Consequential Modifications) Order 2026 (S.I. 2026/246), arts. 1(2), 17(5)

Part-weeks

13A

• (1) The guarantee credit shall be payable for a period of less than a week (“a part-week”) at the rate specified in paragraph (3) if—

• (a) the claimant was entitled to universal credit, income support, an income-related employment and support allowance or an income-based jobseeker’s allowance immediately before the first day on which the conditions for entitlement to the credit are satisfied; and

• (b) the claimant’s entitlement to the credit is likely to continue throughout the first full benefit week which follows the part-week.

• (2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

• (3) The amount of the guarantee credit payable in respect of the part-week shall be determined—

• (a) by dividing by 7 the weekly amount of the guarantee credit which... would be payable in respect of a full week; and then

• (b) multiplying the resulting figure by the number of days in the part-week,

...

Date on which benefits are treated as paid

13B

• (1) The following benefits shall be treated as paid on the day of the week in respect of which the benefit is payable—

• (a) severe disablement allowance;

• (b) short-term and long-term incapacity benefit;

• (c) maternity allowance;

• (d) contribution-based jobseeker’s allowance....

• (e) contributory employment and support allowance.

• (2) All benefits except those mentioned in paragraph (1) shall be treated as paid—

• (a) where the benefit is paid in advance, on the first day of the benefit week in which the benefit is payable;

• (b) where the benefit is paid in arrears, on the last day of the benefit week in which the benefit is payable.

Earnings of an employed earner

17A

• (1) For the purposes of state pension credit, the provisions of this regulation which relate to the earnings of employed earners, shall have effect in place of those prescribed for such earners in the Computation of Earnings Regulations.

• (2) Subject to paragraphs (3), (4) and (4A), “earnings” in the case of employment as an employed earner, means any remuneration or profit derived from that employment and includes—

• (a) any bonus or commission;

• (b) any payment in lieu of remuneration except any periodic sum paid to a claimant on account of the termination of his employment by reason of redundancy;

• (c) any payment in lieu of notice;

• (d) any holiday pay;

• (e) any payment by way of a retainer;

• (f) any payment made by the claimant’s employer in respect of expenses not wholly, exclusively and necessarily incurred in the performance of the duties of the employment, including any payment made by the claimant’s employer in respect of—

• (i) travelling expenses incurred by the claimant between his home and place of employment;

• (ii) expenses incurred by the claimant under arrangements made for the care of a member of his family owing to the claimant’s absence from home;

• (g) the amount of any payment by way of a non-cash voucher which has been taken into account in the computation of a person’s earnings in accordance with Part V of Schedule 3 to the Social Security (Contributions) Regulations 2001;

• (h) statutory sick pay and statutory maternity pay payable by the employer under the 1992 Act;

• (i) ... statutory paternity pay payable under Part 12ZA of the 1992 Act;

• (ia) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

• (ib) statutory shared parental pay payable under Part 12ZC of the 1992 Act;

• (ic) statutory parental bereavement pay payable under Part 12ZD of the 1992 Act;

• (id) statutory neonatal care pay payable under Part 12ZE of the 1992 Act;

• (j) statutory adoption pay payable under Part 12ZB of the 1992 Act;

• (k) any sums payable under a contract of service—

• (i) for incapacity for work due to sickness or injury; or

• (ii) by reason of pregnancy or confinement.

• (3) “Earnings” shall not include—

• (a) subject to paragraph (4), any payment in kind;

• (b) any payment in respect of expenses wholly, exclusively and necessarily incurred in the performance of the duties of the employment;

• (c) any occupational pension;

• (d) any lump sum payment made under the Iron and Steel Re-adaptation Benefits Scheme;

• (e) any payment of compensation made pursuant to an award by an employment tribunal in respect of unfair dismissal or unlawful discrimination

• (f) any payment in respect of expenses arising out of the claimant participating as a service user.

• (4) Paragraph (3)(a) shall not apply in respect of any non-cash voucher referred to in paragraph (2)(g).

• (4A) One half of any sum paid by a claimant by way of a contribution towards an occupational pension scheme or a personal pension scheme shall, for the purpose of calculating his earnings in accordance with this regulation, be disregarded.

• (5) In this regulation “employed earner” means a person who is gainfully employed in Great Britain either under a contract of service, or in an office (including elective office) with emoluments chargeable to income tax under Schedule E.

Earnings of self-employed earners

17B

• (1) For the purposes of state pension credit, the provisions of the Computation of Earnings Regulations in their application to the earnings of self-employed earners, shall have effect in so far as provided by this regulation.

• (2) In their application to state pension credit, regulations 11 to 14 of the Computation of Earnings Regulations shall have effect as if—

• (za) “board and lodging accommodation” has the same meaning as in regulation 1(2);

• (a) “claimant” referred to a person claiming state pension credit and any partner of the claimant;

• (b) “personal pension scheme” referred to a personal pension scheme—

• (i) as defined in section 1 of the Pension Schemes Act 1993; or

• (ii) as defined in section 1 of the Pension Schemes (Northern Ireland) Act 1993.

• (3) In regulation 11 (calculation of earnings of self-employed earners), paragraph (1) shall have effect, but as if the words “Except where paragraph (2) applies” were omitted.

• (4) In regulation 12 (earnings of self-employed earners)—

• (a) paragraph (1) shall have effect;

• (b) the following paragraph shall be added after paragraph (1)—

• (“) Earnings does not include—

• (a) where a claimant occupies a dwelling as his home and he provides in that dwelling board and lodging accommodation for which payment is made, those payments;

• (b) any payment made by a local authority to a claimant with whom a person is accommodated by virtue of arrangements made under—

• (i) section 22C(2) of the Children Act 1989 (ways in which looked after children are to be accommodated and maintained),

• (ia) section 81(2) of the Social Services and Well-being (Wales) Act 2014 (ways in which looked after children are to be accommodated and maintained),

• (ii) section 26 or 26A of the Children (Scotland) Act 1995 (manner of provision of accommodation to child looked after by local authority and duty to provide continuing care), or

• (iii) regulations 33 or 51 of the Looked After Children (Scotland) Regulations 2009 (fostering and kinship care allowances and fostering allowances);

• (c) any payment made by a voluntary organisation in accordance with section 59(1)(a) of the Children Act 1989 (provision of accommodation by voluntary organisations);

• (d) any payment made to the claimant or his partner for a person (“the person concerned”) who is not normally a member of the claimant’s household but is temporarily in his care, by—

• (i) a health authority;

• (ii) a local authority;

• (iii) a voluntary organisation;

• (iv) the person concerned pursuant to section 26(3A) of the National Assistance Act 1948; ...

• (iva) an integrated care board established under section 14D of the National Health Service Act 2006;

• (ivb) NHS England; ...

• (v) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

• (vi) a Local Health Board established under section 16BA of the National Health Service Act 1977 or established by an order made under section 11 of the Health Service (Wales) Act; ...

• (vii) the person concerned where the payment is for the provision of accommodation in respect of the meeting of that person’s needs under section 18 or 19 of the Care Act 2014 (duty and power to meet needs for care and support); or

• (viii) the person concerned where the payment is for the provision of accommodation to meet that person’s needs for care and support under section 35 or 36 of the Social Services and Well-being (Wales) Act 2014 (duty and power to meet care and support needs of an adult);

• (da) any payment or part of a payment made by a local authority in accordance with section 26A of the Children (Scotland) Act 1995 (duty to provide continuing care) to a person (“A”) which A passes on to the claimant where A—

• (i) was formerly in the claimant’s care;

• (ii) is aged 16 or over; and

• (iii) continues to live with the claimant;

• (db) any payment made to a claimant under section 73(1)(b) of the Children and Young People (Scotland) Act 2014 (kinship care assistance).

• (e) any sports award.”.

• (5) In regulation 13 (calculation of net profit of self-employed earners)—

• (a) for paragraphs (1) to (3), the following provision shall have effect—

• (“) For the purposes of regulation 11 (calculation of earnings of self-employed earners), the earnings of a claimant to be taken into account shall be—

• (a) in the case of a self-employed earner who is engaged in employment on his own account, the net profit derived from that employment;

• (b) in the case of a self-employed earner whose employment is carried on in partnership, his share of the net profit derived from that employment less—

• (i) an amount in respect of income tax and of social security contributions payable under the Contributions and Benefits Act calculated in accordance with regulation 14 (deduction of tax and contributions for self-employed earners); and

• (ii) one half of any premium paid in the period that is relevant under regulation 11 in respect of a retirement annuity contract or a personal pension scheme.”

• (b) paragraphs (4) to (12) shall have effect.

• (6) Regulation 14 (deduction of tax and contributions for self-employed earners) shall have effect.

Notional income

Calculation of capital in the United Kingdom

Calculation of capital outside the United Kingdom

Notional capital

Diminishing notional capital rule

Capital jointly held

Income paid to third parties

Rounding of fractions

24A

Where any calculation under this Part results in a fraction of a penny that fraction shall, if it would be to the claimant’s advantage, be treated as a penny; otherwise it shall be disregarded.

7A

£10 of any widowed mother’s allowance to which the claimant is entitled under section 37 of the 1992 Act.

17

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

18

Except in the case of income from capital specified in Part II of Schedule V, any actual income from capital.

1A

The dwelling occupied by the claimant as his home but only one home shall be disregarded under this paragraph.

9A

The assets of any business owned in whole or in part by the claimant if—

• (a) he is not engaged as a self-employed earner in that business by reason of some disease or bodily or mental disablement; but

• (b) he intends to become engaged (or, as the case may be, re-engaged) as a self-employed earner in that business as soon as he recovers or is able to become engaged, or re-engaged, in that business,

...

20A

• (1) Subject to sub-paragraph (3), any payment of £5,000 or more to which paragraph 20(1)(a), (b) or (c) applies, which has been made to rectify, or to compensate for, an official error or an error on a point of law relating to a relevant benefit, or to which paragraph 20(1)(g) applies, and which has been received by the claimant in full on or after the day on which he became entitled to benefit under these Regulations.

• (2) Subject to sub-paragraph (3), the total amount of any payment disregarded under—

• (a) paragraph 7(2) of Schedule 10 to the Income Support (General) Regulations 1987;

• (b) paragraph 12(2) of Schedule 8 to the Jobseeker’s Allowance Regulations 1996;

• (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

• (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

• (e) paragraph 11(2) of Schedule 9 to the Employment and Support Allowance Regulations,

• (f) paragraph 9(2) or 9A of Schedule 6 to the Housing Benefit Regulations 2006;

• (g) paragraph 22 of Schedule 6 to the Housing Benefit (Persons who have attained the qualifying age for state pension credit) Regulations 2006;

• (h) paragraph 9(2) of Schedule 5 to the Council Tax Benefit Regulations 2006; ...

• (i) paragraph 22 of Schedule 4 to the Council Tax Benefit (Persons who have attained the qualifying age for state pension credit) Regulations 2006; or

• (j) paragraph 18 of Schedule 10 to the Universal Credit Regulations 2013;

• (k) regulations 10A to 10C of the Universal Credit (Transitional Provisions) Regulations 2014;

where the award during which the disregard last applied in respect of the relevant sum either terminated immediately before the relevant date or is still in existence at that date.

• (3) Any disregard which applies under sub-paragraph (1) or (2) shall have effect until the award comes to an end.

• (4) In this paragraph—

• “the award”, except in sub-paragraph (2), means—the award of State Pension Credit under these Regulations during which the relevant sum or, where it is received in more than one instalment, the first instalment of that sum is received; orwhere that award is followed immediately by one or more further awards which begins immediately after the previous award ends, such further awards until the end of the last award, provided that, for such further awards, the claimant—is the person who received the relevant sum;is the partner of that person; orwas the partner of that person at the date of his death;

• “official error”—where the error relates to housing benefit..., has the meaning given by regulation 1(2) of the Housing Benefit and Council Tax Benefit (Decisions and Appeals) Regulations 2001;

• andwhere the error relates to any other relevant benefit, has the meaning given by regulation 1(3) of the Social Security and Child Support (Decisions and Appeals) Regulations 1999;

• “the relevant date” means the date on which the claimant became entitled to benefit under the Act;

• “relevant benefit” means any benefit specified in paragraph 20(2); and

• “the relevant sum” means the total payment referred to in sub-paragraph (1) or, as the case may be, the total amount referred to in sub-paragraph (2).

2A

Where a person is engaged in one or more of the employments specified in paragraph 2 but his earnings derived from those employments are less than £20 in any week and he is also engaged in any other employment, so much of his earnings from that other employment as would not in aggregate with the amount of his earnings disregarded under paragraph 2 exceed £20.

2B

Where only one member of a couple is in employment specified in paragraph 2(2), so much of the earnings of the other member of the couple as would not, in aggregate with the earnings disregarded under paragraph 2, exceed £20.

4A

• (1) £20 is the maximum amount which may be disregarded under any of paragraphs 1, 2, 3 or 4 notwithstanding that—

• (a) in the case of a claimant with no partner, he satisfies the requirements of more than one of those paragraphs or, in the case of paragraph 4, he satisfies the requirements of more than one of the sub-paragraphs of that paragraph; or

• (b) in the case of couples, both partners satisfy one or more of the requirements of paragraphs 2, 3 and 4.

• (2) Where, in a case to which sub-paragraph (1)(b) applies, the amount to be disregarded in respect of one of the partners (“the first partner”) is less than £20, the amount to be disregarded in respect of the other partner shall be so much of that other partner’s earnings as would not, in aggregate with the first partner’s earnings, exceed £20.

7

Any banking charges or commission payable in converting to Sterling payments of earnings made in a currency other than Sterling.

Treatment of final payments of income

17ZA

• (1) Save where regulation 13B applies, this regulation applies where—

• (a) a claimant has been receiving a regular payment of income;

• (b) that payment is coming to an end or has ended; and

• (c) the claimant receives a payment of income whether as the last of the regular payments or following the last of them (“the final payment”).

• (2) For the purposes of regulation 17(1)—

• (a) where the amount of the final payment is less than or equal to the amount of the preceding, or the last, regular payment, the whole amount shall be treated as being paid in respect of a period of the same length as that in respect of which that regular payment was made;

• (b) where the amount of the final payment is greater than the amount of that regular payment—

• (i) to the extent that it comprises (whether exactly or with an excess remaining) one or more multiples of that amount, each such multiple shall be treated as being paid in respect of a period of the same length as that in respect of which that regular payment was made; and

• (ii) any excess shall be treated as paid in respect of a further period of the same length as that in respect of which that regular payment was made.

• (3) A final payment referred to in paragraph (2)(a) shall, where not in fact paid on the date on which a regular payment would have been paid had it continued in payment, be treated as paid on that date.

• (4) Each multiple and any excess referred to in paragraph (2)(b) shall be treated as paid on the dates on which a corresponding number of regular payments would have been made had they continued in payment.

• (5) For the purposes of this regulation, a “regular payment” means a payment of income made in respect of a period—

• (a) referred to in regulation 17(1)(a) or (b) on a regular date; or

• (b) which is subject to the provisions of regulation 17(2).

Earnings of an employed earner

Earnings of self-employed earners

Notional income

Calculation of capital in the United Kingdom

Calculation of capital outside the United Kingdom

Notional capital

Diminishing notional capital rule

Capital jointly held

Income paid to third parties

Rounding of fractions

15A

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

23A

Where a person elects to be entitled to a lump sum under Schedule 5 or 5A to the 1992 Act or under Schedule 1 to the Graduated Retirement Benefit Regulations, or is treated as having made such an election, and a payment has been made pursuant to that election, an amount equal to—

• (a) except where sub-paragraph (b) applies, the amount of any payment or payments made on account of that lump sum;

• (b) the amount of that lump sum,

but only for so long as that person does not change that election in favour of an increase of pension or benefit.

Persons temporarily absent from Great Britain on 6th October 2008

3A

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

Persons receiving treatment outside Great Britain

Persons treated as being or not being members of the same household

Amount of the guarantee credit

Savings Credit

Special groups

Qualifying income for the purposes of savings credit

Assessed income period

Retirement provision in assessed income period

End of assessed income period

Small amounts of state pension credit

Part-weeks

Date on which benefits are treated as paid

20B

Any arrears of supplementary pension which is disregarded under paragraph 4 of Schedule 4 (amounts to be disregarded in the calculation of income other than earnings) or of any amount which is disregarded under paragraph 5 or 6 of that Schedule.

23B

Any payment made under Part 8A of the 1992 Act (entitlement to health in pregnancy grant).

Disapplication of section 1(1A) of the Social Security Administration Act

1A

Section 1(1A) of the Social Security Administration Act 1992 (requirement to state a national insurance number) shall not apply to a person who—

• (a) is a person in respect of whom a claim for state pension credit is made;

• (b) is subject to immigration control within the meaning of section 115(9)(a) of the Immigration and Asylum Act 1999;

• (c) does not satisfy the conditions of entitlement to state pension credit as specified in section 1(2); and

• (d) has not previously been allocated a national insurance number.

Persons serving a sentence of imprisonment detained in hospital

23C

Any payments made ...—

• (a) by virtue of regulations made under section 57 (direct payments) of the Health and Social Care Act 2001;

• (b) as a direct payment as defined in section 4(2) of the Social Care (Self-directed Support) (Scotland) Act 2013; ...

• (c) by virtue of regulations made under sections 12A to 12C (direct payments for health care) of the National Health Service Act 2006; ...

• (d) under sections 31 to 33 of the Care Act 2014(direct payments); or

• (e) by virtue of regulations made under section 50 or 52 of the Social Services and Well-being (Wales) Act 2014 (direct payments).

Limitation of savings credit for certain mixed-age couples

7A

A person who is a member of a mixed-age couple, is not entitled to a savings credit unless one of the members of the couple—

• (a) has been awarded a savings credit with effect from a day before 6th April 2016 and was entitled to a savings credit immediately before 6th April 2016, and

• (b) remained entitled to a savings credit at all times since the beginning of 6th April 2016.

Special groups

Qualifying income for the purposes of savings credit

Assessed income period

Retirement provision in assessed income period

End of assessed income period

Small amounts of state pension credit

Part-weeks

Date on which benefits are treated as paid

SCHEDULE IIIA — Date on which certain fixed length assessed income periods end

Column 1Period in which the assessed income periodwould end apart from regulation 12(d)	Column 2Date on which assessed income period is to end
1st April 2019 to 14th April 2019	14th July 2016
15th April 2019 to 30th April 2019	28th July 2016
1st May 2019 to 14th May 2019	14th August 2016
15th May 2019 to 31st May 2019	28th August 2016
1st June 2019 to 14th June 2019	14th October 2016
15th June 2019 to 30th June 2019	28th October 2016
1st July 2019 to 14th July 2019	14th November 2016
15th July 2019 to 31st July 2019	28th November 2016
1st August 2019 to 14th August 2019	14th December 2016
15th August 2019 to 31st August 2019	28th December 2016
1st September 2019 to 14th September 2019	14th February 2017
15th September 2019 to 30th September 2019	28th February 2017
1st October 2019 to 14th October 2019	14th March 2017
15th October 2019 to 31st October 2019	28th March 2017
1st November 2019 to 14th November 2019	14th April 2017
15th November 2019 to 30th November 2019	28th April 2017
1st December 2019 to 14th December 2019	14th June 2017
15th December 2019 to 31st December 2019	28th June 2017
1st January 2020 to 14th January 2020	14th July 2017
15th January 2020 to 31st January 2020	28th July 2017
1st February 2020 to 14th February 2020	14th September 2017
15th February 2020 to 29th February 2020	28th September 2017
1st March 2020 to 14th March 2020	14th October 2017
15th March 2020 to 31st March 2020	28th October 2017
1st April 2020 to 14th April 2020	14th December 2017
15th April 2020 to 30th April 2020	28th December 2017
1st May 2020 to 14th May 2020	14th January 2018
15th May 2020 to 31st May 2020	28th January 2018
1st June 2020 to 14th June 2020	14th March 2018
15th June 2020 to 30th June 2020	28th March 2018
1st July 2020 to 14th July 2020	14th April 2018
15th July 2020 to 31st July 2020	28th April 2018
1st August 2020 to 14th August 2020	14th June 2018
15th August 2020 to 31st August 2020	28th June 2018
1st September 2020 to 14th September 2020	14th July 2018
15th September 2020 to 30th September 2020	28th July 2018
1st October 2020 to 14th October 2020	14th August 2018
15th October 2020 to 31st October 2020	28th August 2018
1st November 2020 to 14th November 2020	14th October 2018
15th November 2020 to 30th November 2020	28th October 2018
1st December 2020 to 14th December 2020	14th November 2018
15th December 2020 to 31st December 2020	28th November 2018
1st January 2021 to 14th January 2021	14th January 2019
15th January 2021 to 31st January 2021	28th January 2019
1st February 2021 to 14th February 2021	14th February 2019
15th February 2021 to 28th February 2021	28th February 2019
1st March 2021 to 14th March 2021	14th March 2019
15th March 2021 to 5th April 2021	28th March 2019

23AA

Where a person chooses a lump sum under section 8(2) of the Pensions Act 2014 or in accordance with Regulations made under section 10 of that Act which include provision corresponding or similar to section 8(2) of that Act, or fails to make a choice, and a lump sum payment has been made, an amount equal to—

• (a) except where sub-paragraph (b) applies, the amount of any payment or payments made on account of that lump sum;

• (b) the amount of that lump sum,

but only for so long as that person does not alter that choice in favour of an increase of pension.

Meaning of “qualifying young person”

4A

• (1) A person who has reached the age of 16 but not the age of 20 is a qualifying young person for the purposes of these Regulations—

• (a) up to, but not including, the 1st September following the person's 16th birthday; and

• (b) up to, but not including, the 1st September following the person's 19th birthday, if the person is enrolled on, or accepted for, approved training or a course of education—

• (i) which is not a course of advanced education within the meaning of regulation 12(3) of the Universal Credit Regulations 2013;

• (ii) which is provided at a school or college or provided elsewhere but approved by the Secretary of State for the purposes of regulation 5 of the Universal Credit Regulations 2013; and

• (iii) where the average time spent during term time in receiving tuition, engaging in practical work or supervised study or taking examinations exceeds 12 hours per week.

• (2) Where the young person is aged 19, he or she must have started the education or training or been enrolled on or accepted for it before reaching that age.

• (3) The education or training referred to in paragraph (1) does not include education or training provided by means of a contract of employment.

• (4) “Approved training” means training in pursuance of arrangements made under section 2(1) of the Employment and Training Act 1973 or section 2(3) of the Enterprise and New Towns (Scotland) Act 1990 which is approved by the Secretary of State for the purposes of regulation 5 of the Universal Credit Regulations 2013.

• (5) A person who is receiving universal credit, a contributory employment and support allowance, a contribution-based jobseeker's allowance, an income-related employment and support allowance, an income-based jobseeker's allowance or income support is not a qualifying young person.

Persons treated as being or not being members of the same household

Amount of the guarantee credit

Savings Credit

Limitation of savings credit for certain mixed-age couples

Special groups

Qualifying income for the purposes of savings credit

Assessed income period

Retirement provision in assessed income period

End of assessed income period

Small amounts of state pension credit

Part-weeks

Date on which benefits are treated as paid

23D

• (1) Any payment made by a local authority in accordance with section 26A of the Children (Scotland) Act 1995.

• (2) Subject to sub-paragraph (3), any payment or part of a payment made by a local authority in accordance with section 26A of the Children (Scotland) Act 1995 to a person (“A”) which A passes on to the claimant.

• (3) Sub-paragraph (2) only applies where A—

• (a) was formerly in the claimant’s care;

• (b) is aged 16 or over; and

• (c) continues to live with the claimant.

23E

• (1) A payment of bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment), but only for a period of 52 weeks from the date of receipt of the payment.

• (2) Where bereavement support payment under section 30 of the Pensions Act 2014 is paid to the survivor of a cohabiting partnership (within the meaning in section 30(6B) of the Pensions Act 2014) in respect of a death occurring before the day the Bereavement Benefits (Remedial) Order 2023 comes into force, any amount of that payment which is—

• (a) in respect of the rate set out in regulation 3(1) of the Bereavement Support Payment Regulations 2017, and

• (b) paid as a lump sum for more than one monthly recurrence of the day of the month on which their cohabiting partner died,

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

23F

Any payment made under or by a trust, established for the purpose of giving relief and assistance to disabled persons whose disabilities were caused by the fact that during their mother’s pregnancy she had taken a preparation containing the drug known as Thalidomide, and which is approved by the Secretary of State.

Housing costs

SCHEDULE IIA — Additional amount applicable for claimants responsible for a child or qualifying young person

General

1

This Schedule applies to a claimant who is responsible for a child or qualifying young person.

2

• (1) In this Schedule—

• “child” means a person under the age of 16;

• “foster parent” has the meaning given in regulation 2 of the Universal Credit Regulations 2013;

• “qualifying young person” has the meaning given in regulation 4A.

• (2) Whether a claimant is responsible for a child or qualifying young person for the purposes of this Schedule is determined in accordance with paragraphs 3 to 8.

Child or qualifying young person normally living with the claimant

3

• (1) Subject to sub-paragraph (2), a claimant is responsible for a child or qualifying young person who normally lives with the claimant.

• (2) A claimant is not responsible for a qualifying young person if the two of them are living as a couple.

• (3) Where a child or qualifying young person normally lives with two or more persons who are not a couple, only one of them is to be treated as responsible, and that is the person who has the main responsibility for that child or qualifying young person.

• (4) The persons referred to in sub-paragraph (3) may jointly nominate for the purposes of this Schedule which of them has the main responsibility for the child or qualifying young person, but the Secretary of State may determine that question—

• (a) if there is no joint nomination; or

• (b) if a nomination or change of nomination does not, in the opinion of the Secretary of State, reflect the arrangements between those persons.

Child or qualifying young person looked after by a local authority

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• (1) Except where sub-paragraph (3) applies, a claimant is to be treated as not being responsible for a child or qualifying young person during any period when the child or qualifying young person is looked after by a local authority.

• (2) A child or qualifying young person is treated as looked after by a local authority for the purposes of sub-paragraph (1) if that child or qualifying young person is looked after by a local authority within the meaning of section 22 of the Children Act 1989, section 17(6) of the Children (Scotland) Act 1995 or section 74 of the Social Services and Well-being (Wales) Act 2014.

• (3) This sub-paragraph applies to any period—

• (a) which is in the nature of a planned short term break, or is one of a series of such breaks, for the purpose of providing respite for the person who normally cares for the child or qualifying young person; ...

• (b) during which the child or qualifying young person is placed with, or continues to live with, their parent or a person who has parental responsibility for them; or

• (c) during which the child or qualifying young person is placed for adoption under the Adoption and Children Act 2002 or the Adoption and Children (Scotland) Act 2007.

• (4) For the purposes of sub-paragraph (3), a person has parental responsibility if they are not a foster parent and—

• (a) in England and Wales, they have parental responsibility within the meaning of section 3 of the Children Act 1989, or

• (b) in Scotland, they have any or all of the legal responsibilities or rights described in sections 1 or 2 of the Children (Scotland) Act 1995.

Prisoners

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The claimant is to be treated as not being responsible for a child or qualifying young person during any period when the child or qualifying young person is a prisoner.

Temporary absence in Great Britain

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A claimant is to be treated as not being responsible for a child or qualifying young person during periods of temporary absence of the child or qualifying young person in Great Britain if the period of absence is likely to exceed 52 weeks, except where there are exceptional circumstances (for example, the child or qualifying young person is in hospital), and the absence is unlikely to be substantially more than 52 weeks.

Temporary absence outside Great Britain

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• (1) A claimant is to be treated as not being responsible for a child or qualifying young person if the child or qualifying young person is temporarily absent from Great Britain for longer than—

• (a) 4 weeks, or where the absence is expected to exceed 4 weeks;

• (b) where sub-paragraph (2) applies—

• (i) 8 weeks; or

• (ii) where the absence is expected to exceed 8 weeks; or

• (c) where sub-paragraph (3) applies—

• (i) 26 weeks; or

• (ii) where the absence is expected to exceed 26 weeks.

• (2) This sub-paragraph applies where the absence of the child or qualifying young person is in connection with the death of—

• (a) the claimant’s partner or a child or qualifying young person normally living with the claimant; or

• (b) a close relative of—

• (i) the claimant;

• (ii) the claimant’s partner; or

• (iii) a child or qualifying young person normally living with the claimant,

and the Secretary of State considers that it would be unreasonable to expect the child or qualifying young person to return to Great Britain within 4 weeks.

• (3) This sub-paragraph applies where the absence of the child or qualifying young person is solely in connection with—

• (a) the child or qualifying young person undergoing—

• (i) treatment for an illness or physical or mental impairment by, or under the supervision of, a qualified practitioner; or

• (ii) medically approved convalescence or care as a result of treatment for an illness or physical or mental impairment, where the child or qualifying young person had that illness or impairment before leaving Great Britain; or

• (b) the child or qualifying young person accompanying the claimant or the claimant’s partner for convalescence or care as mentioned in sub-paragraph (a).

• (4) In this paragraph—

• “medically approved” means certified by a registered medical practitioner;

• “qualified practitioner” means a person qualified to provide medical treatment, physiotherapy or a form of treatment which is similar to, or related to, either of those forms of treatment.

Death of child or qualifying young person

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• (1) If a child or qualifying young person for whom a claimant is responsible dies, the claimant is to be treated as responsible for that child or qualifying young person until—

• (a) the end of the period of eight weeks starting with the day on which the child or qualifying young person dies; or

• (b) in the case of a qualifying young person, the date on which he or she would have attained the age of 20, if earlier.

• (2) The additional amount applicable to the claimant during the period in which they are treated as responsible for a child or qualifying young person under sub-paragraph (1) is to be calculated in accordance with paragraph 9 on the basis of the circumstances which existed on the day before the day on which the child or qualifying young person died.

Amount of additional payment

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• (1) The additional amount applicable to a claimant to whom this Schedule applies is—

• (a) subject to paragraph 10, £67.42 for each child or qualifying young person; and

• (b) a further amount of—

• (i) £36.54 where sub-paragraph (2) applies; or

• (ii) £114.12 where sub-paragraph (3) applies.

• (2) This sub-paragraph applies where the claimant is responsible for a child or qualifying young person who is entitled to a disability living allowance , Scottish adult disability living allowance , child disability payment (within the meaning given in regulation 2 of the Disability Assistance for Children and Young People (Scotland) Regulations 2021) , adult disability payment or personal independence payment.

• (3) This sub-paragraph applies where the claimant is responsible for a child or qualifying young person who is—

• (a) entitled to the care component of disability living allowance at the highest rate , the care component of Scottish adult disability living allowance at the highest rate , the daily living component of adult disability payment at the enhanced rate or the daily living component of personal independence payment at the enhanced rate; or

• (aa) entitled to the care component of child disability payment at the highest rate in accordance with regulation 11(5) of the Disability Assistance for Children and Young People (Scotland) Regulations 2021; or

• (b) certified as severely sight impaired or blind by a consultant ophthalmologist.

Amount for the eldest child or qualifying young person born before 6th April 2017

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