The Housing Benefit (Persons who have attained the qualifying age for state pension credit) Regulations (Northern Ireland) 2006
- (8) This regulation shall not apply in respect of an offence committed or an admission after caution or an agreement to pay a penalty made before 2nd October 2000.
Diminution of capital
81
- (1) Where in the case of a recoverable overpayment, in consequence of a misrepresentation or failure to disclose a material fact (in either case whether fraudulent or otherwise) as to a person’s capital, or an error, other than one to which regulation 78(2) refers, as to the amount of a person’s capital, the overpayment was in respect of a period (“the overpayment period”) of more than 13 benefit weeks, the relevant authority shall, for the purposes only of calculating the amount of that overpayment—
- (a) at the end of the first 13 benefit weeks of the overpayment period, treat the amount of that capital as having been reduced by the amount of housing benefit overpaid during those 13 weeks;
- (b) at the end of each subsequent period of 13 benefit weeks, if any, of the overpayment period, treat the amount of that capital as having been further reduced by the amount of housing benefit overpaid during the immediately preceding 13 benefit weeks.
- (2) Capital shall not be treated as reduced over any period other than 13 benefit weeks or in any circumstances other than those for which paragraph (1) provides.
Sums to be deducted in calculating recoverable overpayments
82
- (1) Subject to paragraph (2), in calculating the amount of a recoverable overpayment, the relevant authority shall deduct any amount of housing benefit which should have been determined to be payable to the person from whom the overpayment is recoverable or their partner in respect of the whole or part of the overpayment period—
- (a) on the basis of the claim as presented to the authority;
- (b) on the basis of the claim as it would have appeared had any misrepresentation or non-disclosure been remedied before the decision; or
- (c) on the basis of the claim as it would have appeared if any change of circumstances, except a change of the dwelling which the claimant occupies as his home, had been notified at the time that change occurred.
- (2) In the case of rent or rate rebate only, in calculating the amount of a recoverable overpayment the relevant authority may deduct so much of any payment by way of rent or rates in respect of the overpayment period which exceeds the amount, if any, which the claimant was liable to pay for that period under the original erroneous decision.
Recovery of overpayments from prescribed benefits
83
- (1) Subject to paragraph (2A), for the purposes of section 73(4) of the Administration Act (recovery of overpaid housing benefit by deduction from other benefits), the benefits prescribed by this regulation are—
- (a) any benefit except guardian’s allowance;
- (b) income support;
- (c) any benefit payable under the legislation of any member State ...concerning the branches of social security mentioned in Article 4(1) of Regulation (EEC) No. 1408/71[^f00139] , as amended from time to time, on the application of social security schemes to employed persons, to self-employed persons and to members of their families moving within the European Union, or in Article 3(1) of Regulation (EC) No 883/2004 of the European Parliament and of the Council of 29 April 2004, as amended from time to time, on the coordination of social security systems, whether or not the benefit has been acquired by virtue of the provisions of either Regulation, as amended from time to time ;
- (d) a jobseeker’s allowance;
- (e) state pension credit.
- (f) an employment and support allowance.
- (g) personal independence payment;
- (ga) adult disability payment;
- (h) universal credit.
- (2) For the purposes of paragraph (1)(c) the term “member State” shall be understood to include Switzerland in accordance with and subject to the provisions of Annex II of the Agreement between the European Community and its member States and the Swiss Confederation on the free movement of persons, signed at Brussels on 21st June 1999[^f00140] (as amended from time to time) .
- (2A) For the purposes of section 73(4) of the Administration Act, where recovery is sought from the claimant’s partner under regulation 80(1A), the benefits prescribed by this regulation are—
- (a) income support;
- (b) income-based jobseeker’s allowance;
- (c) state pension credit; ...
- (d) income-related employment and support allowance.
- (e) personal independence payment;
- (ea) adult disability payment;
- (f) universal credit.
- (3) The Department shall, if requested to do so by an authority under regulation 80, recover a recoverable overpayment by deduction from any of the benefits prescribed in paragraph (1) or (in the case of the claimant’s partner) any of the benefits prescribed in paragraph (2A) provided that the Department is satisfied that—
- (a) a recoverable overpayment has been made in consequence of a misrepresentation of or a failure to disclose a material fact (in either case whether fraudulently or otherwise), by a claimant or any other person to whom a payment of housing benefit has been made; and
- (b) the person from whom it is sought to recover the overpayment is receiving sufficient amounts of any of the benefits prescribed in paragraph (1) or (2A) (as the case may be) to enable deductions to be made for the recovery of the overpayment.
- (4) In paragraph (1)(a), “benefit” has the meaning it has in section 121(1) of the Act.
Prescribed benefits
84
- (1) The benefits prescribed for the purposes of section 73(5) and (7) of the Administration Act[^f00141] (recovery of overpayments) are those set out in the following paragraphs.
- (2) Prescribed benefits within section 73(5)(a) of the Administration Act (benefits to which a landlord or agent is entitled) are—
- (a) housing benefit; and
- (b) those benefits prescribed from time to time in regulation 83(1), but only in cases where—
- (i) the Executive has, pursuant to regulation 80, requested the Department to recover an overpayment of housing benefit from such benefits, and
- (ii) the Department is satisfied as to the matters prescribed in paragraph (3)(a) and (b) of regulation 83.
- (3) Housing benefit is prescribed for the purposes of section 73(5)(b) or (c) of the Administration Act (benefits paid to a landlord or agent to discharge an obligation owed by another person).
- (4) Prescribed benefits within section 73(7) of the Administration Act (benefits recoverable from the county court) are housing benefit and those benefits prescribed from time to time in regulation 83(1).
Restrictions on recovery of rent and consequent modifications
85
- (1) Where, pursuant to section 73(5)(b) of the Administration Act, an amount has been recovered by deduction from housing benefit paid to a person (referred to as “the landlord” in this regulation) to discharge (in whole or in part) an obligation owed to him by the person on whose behalf the recoverable amount was paid (referred to as “the tenant” in this regulation) that obligation shall, in a case to which paragraph (2) applies, be taken to be discharged by the amount of the deduction.
- (2) This paragraph applies in a case where the amount recoverable from the landlord relates to an overpayment of housing benefit in relation to which the landlord has—
- (a) agreed to pay a penalty pursuant to section 109A of the Administration Act; or
- (b) been convicted of an offence arising under the Act or any other statutory provision.
- (3) In any case to which paragraph (2) applies or will apply when recovery is made the Executive shall notify both the landlord and the tenant that—
- (a) the overpayment that it has recovered or that it has determined to recover (“that sum”) is or will be one to which paragraph (2) applies; and
- (b) the landlord has no right in relation to that sum against the tenant, and that his obligation to the landlord shall be taken to be discharged by the amount so recovered.
PART XIII — Information
Interpretation
86
In this Section —
- “the notice” means the notice prescribed in regulation 88(1)(b);
- “relevant information” means such information as is prescribed in regulation 89;
- “the requirer” means a person within regulation 87, who requires information pursuant to that regulation;
- “the supplier” means an appropriate person who is required, pursuant to regulations 87 and 88, to supply relevant information and any person who is not so required is not, for the purpose of supplying information pursuant to section 119A of the Administration Act[^f00142] and these Regulations, an appropriate person.
Requiring information
87
Pursuant to section 119A of the Administration Act, where a claim is made to the Executive, on which a rent allowance may be awarded, then, in the circumstances prescribed in regulation 88, the Executive, or any person authorised to exercise any function of the Executive relating to housing benefit, may require an appropriate person to supply to the Executive or person relevant information, in the manner prescribed in regulation 90.
Circumstances for requiring information
88
- (1) A person is required to supply information in the following circumstances—
- (a) he is an appropriate person in relation to any dwelling in respect of which—
- (i) housing benefit is being paid to an appropriate person pursuant to regulation 73 or 74, or
- (ii) a request has been made by an appropriate person or by the claimant for housing benefit to be so paid; and
- (b) the requirer serves upon that appropriate person, whether by post or otherwise, a written notice stating that the requirer—
- (i) suspects that there is or may be an impropriety in relation to a claim in respect of any dwelling wherever situate in relation to which he is an appropriate person, or
- (ii) is already investigating an allegation of impropriety in relation to that person.
- (2) Information required to be supplied under paragraph (1) shall be supplied to the requirer at the address specified in the notice.
Relevant information
89
- (1) The information the supplier is to supply to the requirer is that prescribed in paragraphs (2) and (3) (referred to in this Section as “the relevant information”).
- (2) For a supplier who falls within paragraph (4) or section 119A(2)(b) of the Administration Act (“the landlord”), the information is—
- (a) where the landlord is an individual—
- (i) his appropriate details;
- (ii) the relevant particulars of any residential property in which he has an interest, and
- (iii) the appropriate details of any body corporate, in which he is a major shareholder or of which he is a director and which has an interest in residential property;
- (b) where the landlord is a trustee, except a trustee of a charity, in addition to any information that he is required to supply in accordance with sub-paragraph (a) or (c), as the case may be, the relevant particulars of any residential property held by the trust of which he is a trustee and the name and address of any beneficiary under the trust or the objects of that trust, as the case may be;
- (c) where the landlord is a body corporate or otherwise not an individual, other than a charity—
- (i) its appropriate details;
- (ii) the relevant particulars of any residential property in which it has an interest;
- (iii) the names and addresses of any directors of it;
- (iv) the appropriate details of any person—
- (aa) who owns 20 per cent. or more of it; or
- (bb) of whom it owns 20 per cent. or more, and
- (v) the names and addresses of its major shareholders;
- (d) where the landlord is a charity the appropriate details relating to the landlord.
- (3) For a supplier who falls within section 119A(2)(c) of the Administration Act or paragraph(5) (“the agent”), the information is—
- (a) the name and address of any person (“his principal”)—
- (i) to whom the agent has agreed to make payments in consequence of being entitled to receive relevant payments, or
- (ii) for whom the agent is acting on behalf of or in connection with any aspect of the management of a dwelling,
as the case may be;
- (b) the relevant particulars of any residential property in respect of which the agent—
- (i) has agreed to make payments in consequence of being entitled to receive relevant payments, or
- (ii) is acting on behalf of his principal in connection with any aspect of its management;
- (c) where the agent is an individual—
- (i) the relevant particulars of any residential property in which he has an interest;
- (ii) the appropriate details of any body corporate or any person otherwise not an individual, in which he is a major shareholder or of which he is a director and which has any interest in residential property; or
- (d) where the agent is a body corporate or other than an individual—
- (i) the relevant particulars of any residential property in which it has an interest;
- (ii) the names and addresses of any directors of or major shareholders in the agent, and
- (iii) the appropriate details of any person—
- (aa) who owns 20 per cent. or more of the agent; or
- (bb) of whom the agent owns 20 per cent. or more.
- (4) A supplier falls within this paragraph (landlord receiving rent), if he falls within section 119A(2)(a) of the Administration Act, but does not fall within paragraph (5).
- (5) A supplier falls within this paragraph (agent receiving the rent), if he falls within subsection (2)(a) of section 119A of the Administration Act and has agreed to make payments, in consequence of being entitled to receive relevant payments, to a person falling within subsection (2)(b) of that section.
- (6) For the purposes of this regulation—
- “appropriate details” means the name of the person and (in the case of a company) its registered office and, in any case, the full postal address, including post code, of the principal place of business of that person and the telephone and facsimile number (if any) of that place;
- “charity” has the same meaning as in the Charities Act (Northern Ireland) 1964[^f00143];
- “major shareholder” means, where a body corporate is a company limited by shares, any person holding one tenth or more of the issued shares in that company and, in any other case, all the owners of that body;
- “relevant particulars” means the full postal address, including post code, and number of current lettings of or within that residential property and, if that property includes 2 or more dwellings, that address and the number of such lettings for each such dwelling;
- “residential property” includes any premises, situate within the United Kingdom—used or which has, within the last 6 months, been used, orwhich may be used or is adapted for use,as residential accommodation,
and other expressions used in this regulation and also in the Companies (Northern Ireland) Order 1986[^f00144] shall have the same meaning in this regulation as they have in that Order.
Manner of supply of information
90
- (1) Subject to paragraph (2), the relevant information shall be supplied—
- (a) in typewritten or printed form; or
- (b) with the written agreement of the requirer, in electronic or handwritten form,
within a period of 4 weeks commencing on the date on which the notice was sent or given.
- (2) Where—
- (a) within a period of 4 weeks commencing on the date on which the notice was sent or given, the supplier requests that the time for the supply of the relevant information be extended; and
- (b) the requirer provides written agreement to that request,
the time for the supply of the relevant information shall be extended to a period of 8 weeks commencing on the date on which the notice was sent or given.
Criminal offence
91
Any supplier who fails to supply relevant information to the requirer as, when and how required under this Section shall be guilty of an offence under section 107 of the Administration Act.
SCHEDULE 1 — Ineligible service charges
PART I — Service charges other than for fuel
Ineligible service charges
1
The following service charges shall not be eligible to be met by housing benefit—
- (a) charges in respect of day-to-day living expenses including, in particular, all provision of—
- (i) subject to paragraph 2 meals (including the preparation of meals or provision of unprepared food);
- (ii) laundry (other than the provision of premises or equipment to enable a person to do his own laundry);
- (iii) leisure items such as either sports facilities (except a children’s play area), or television rental, licence and subscription fees (except radio relay charges and charges made in respect of the conveyance and installation and maintenance of equipment for the conveyance of a television broadcasting service);
- (iv) cleaning of rooms and windows except cleaning of—
- (aa) communal areas; or
- (bb) the exterior of any windows where neither the claimant nor any member of his household is able to clean them himself,
where a payment is not made in respect of such cleaning by the Executive to the claimant or his partner, or to another person on their behalf, and
- (v) transport;
- (b) charges in respect of—
- (i) the acquisition of furniture or household equipment, and
- (ii) the use of such furniture or equipment where that furniture or household equipment will become the property of the claimant by virtue of an agreement with the landlord;
- (c) charges in respect of the provision of an emergency alarm system;
- (d) charges in respect of medical expenses (including the cost of treatment or counselling related to mental disorder, mental handicap, physical disablement or past or present alcohol or drug dependence);
- (e) charges in respect of the provision of nursing care or personal care (including assistance at meal-times or with personal appearance or hygiene);
- (f) charges in respect of general counselling or of any other support services, whoever provides those services;
- (g) charges in respect of any services not specified in sub-paragraphs (a) to (f) which are not connected with the provision of adequate accommodation.
Amount ineligible for meals
2
- (1) Where a charge for meals is ineligible to be met by housing benefit under paragraph 1, the amount ineligible in respect of each week shall be the amount specified in the following provisions of this paragraph.
- (2) Subject to sub-paragraph (4), where the charge includes provision for at least 3 meals a day, the amount shall be—
- (a) for a single claimant, £35.95;
- (b) if the claimant is a member of a family—
- (i) for the claimant and for each member of his family aged 16 or over, £35.95 ;
- (ii) for each member of his family under age 16, £18.25.
- (3) Except where sub-paragraph (5) applies and subject to sub-paragraph (4), where the charge includes provision for less than 3 meals a day, the amount shall be—
- (a) for a single claimant, £24.00;
- (b) if the claimant is a member of a family—
- (i) for the claimant and for each member of his family aged 16 or over, £24.00;
- (ii) for each member of his family under age 16, £12.00.
- (4) For the purposes of sub-paragraphs (2)(b) and (3)(b), a person attains the age of 16 on the first Monday in September following his 16th birthday.
- (5) Where the charge for meals includes the provision of breakfast only, the amount for the claimant and, if he is a member of a family, for the claimant and for each member of his family, shall be £4.35.
- (6) Where a charge for meals includes provision for meals for a person who is not a member of the claimant’s family sub-paragraphs (2) to (5) shall apply as if that person were a member of the claimant’s family.
- (7) For the avoidance of doubt where the charge does not include provision for meals for a claimant or, as the case may be, a member of his family, sub-paragraphs (2) to (5) shall not apply in respect of that person.
Amount of ineligible charges
3
- (1) Subject to paragraph 2 where an ineligible service charge is not separated from or separately identified within other payments made by the occupier in respect of the dwelling, the Executive shall apportion such charge as is fairly attributable to the provision of that service, having regard to the cost of comparable services and such portion of those payments shall be ineligible to be met by housing benefit.
- (2) Subject to paragraph 2, where the Executive considers that the amount of any ineligible service charge which is separately identified within other payments made by the occupier in respect of the dwelling is unreasonably low having regard to the service provided, it shall substitute a sum for the charge in question which it considers represents the value of the services concerned and the amount so substituted shall be ineligible to be met by housing benefit.
- (3) In sub-paragraph (2) “ineligible service charge” includes any service charge which does not qualify as a periodical payment under regulation 13(1)(e).
- (4) In any other case, the whole amount of the ineligible service charge shall be ineligible to be met by housing benefit.
Excessive service costs
4
Subject to paragraph 2, where the Executive considers that the amount of a service charge to which regulation 13(1)(e) applies is excessive in relation to the service provided for the claimant or his family, having regard to the cost of comparable services, it shall make a deduction from that charge of the excess and the amount so deducted shall be ineligible to be met by housing benefit.
PART II — Payments in respect of fuel charges
5
A service charge for fuel except a charge in respect of services for communal areas shall be ineligible to be met by housing benefit.
6
- (1) Where a charge is ineligible to be met by housing benefit under paragraph 5—
- (a) in the calculation of entitlement to a rent rebate; or
- (b) in the calculation of entitlement to a rent allowance if the amount of the charge is specified or is otherwise readily identifiable (except where the amount of the charge is unrealistically low in relation to the fuel provided or the charge cannot readily be distinguished from a charge for a communal area),
the amount ineligible to be met by housing benefit shall be the full amount of the service charge.
- (2) In any other case, subject to sub-paragraphs (3) and (4) and paragraph 7, the amount ineligible to be met by housing benefit shall be the following amounts in respect of each week—
- (a) for heating (other than hot water) £35.25;
- (b) for hot water £4.10;
- (c) for lighting £2.85;
- (d) for cooking £4.10.
- (3) Where the accommodation occupied by the claimant or, if he is a member of a family, by the claimant and the members of his family, consists of one room only, the amount ineligible to be met by housing benefit in respect of each week where heating only is, or heating and either hot water or lighting (or both) are, provided, shall be one half of the aggregate of the amounts specified in sub-paragraph (2)(a), (b) and (c).
- (4) In a case to which sub-paragraph (2) or (3) applies, if a claimant provides evidence on which the actual or approximate amount of the service charge for fuel may be estimated, the amount ineligible to be met by housing benefit under this paragraph shall be that estimated amount.
7
- (1) Where rent is payable other than weekly, any amount ineligible to be met by housing benefit which is specified in this Schedule as a weekly amount shall—
- (a) where rent is payable in multiples of a week, be multiplied by the number equal to the number of weeks in respect of which it is payable; or
- (b) in any other case, be divided by 7 and multiplied by the number of days in the period to be used by the Executive for the purpose of calculating the claimant’s weekly eligible rent under regulation 59.
- (2) In a case to which regulation 60 applies, any amount ineligible to be met by housing benefit which is specified in this Schedule as a weekly amount shall, where appropriate, be converted in accordance with sub-paragraph (1) and shall—
- (a) where rent is payable weekly, or in multiples of a week, be multiplied by 52 or 53, whichever is appropriate, and divided by the number equal to the number of weeks in that 52 or 53 week period in respect of which he is liable to pay rent; or
- (b) in any other case, be multiplied by 365 or 366, whichever is appropriate, and divided by the number of days in that 365 or 366 day period in respect of which he is liable to pay rent.
8
In this Schedule—
- “communal area” means any area (other than rooms) of common access (including halls and passageways) and rooms of common use in sheltered accommodation;
- “fuel” includes gas and electricity and a reference to a charge for fuel includes a charge for fuel which includes an amount in respect of the facility of providing it other than a specified amount for the provision of a heating system.
SCHEDULE 2 — Decisions of rent payable
PART I — Decisions
Significantly high rents
1
- (1) The Executive shall decide whether, in its opinion, the rent payable under the tenancy of the dwelling at the relevant time is significantly higher than the rent which the landlord might reasonably have been expected to obtain under the tenancy at that time.
- (2) If the Executive decides under sub-paragraph (1) that the rent is significantly higher, the Executive shall also decide the rent which the landlord might reasonably have been expected to obtain under the tenancy at the relevant time.
- (3) When making a decision under this paragraph, the Executive shall have regard to the level of rent under similar tenancies of similar dwellings in the locality (or as similar as regards tenancy, dwelling and locality as is reasonably practicable) and shall assume that no one who would have been entitled to housing benefit had sought or is seeking the tenancy.
Size and rent
2
- (1) The Executive shall decide whether the dwelling, at the relevant time, exceeds the size criteria for the occupiers.
- (2) If the Executive decide that the dwelling exceeds the size criteria, the Executive shall also decide the rent which a landlord might reasonably have been expected to obtain, at the relevant time, for a tenancy which is—
- (a) similar to the tenancy of the dwelling;
- (b) on the same terms other than the term relating to the amount of rent; and
- (c) of a dwelling which is in the same locality as the dwelling, but which—
- (i) accords with the size criteria for the occupiers;
- (ii) is in a reasonable state of repair, and
- (iii) corresponds in other respects, in the Executive’s opinion, as closely as is reasonably practicable to the dwelling.
- (3) When making a decision under sub-paragraph (2), the Executive shall have regard to the same matter and make the same assumption as specified in paragraph 1(3), except that in judging the similarity of other tenancies and dwellings the comparison shall be with the tenancy of the second dwelling referred to in sub-paragraph (2) and shall assume that no one who would have been entitled to housing benefit had sought or is seeking that tenancy.
Exceptionally high rents
3
- (1) The Executive shall decide whether, in its opinion, the rent payable for the tenancy of the dwelling at the relevant time is exceptionally high.
- (2) In sub-paragraph (1) “rent payable for the tenancy” means—
- (a) where a decision is made under sub-paragraph (2) of paragraph 2 the rent decided under that sub-paragraph;
- (b) where no decision is so made and a decision is made under sub-paragraph (2) of paragraph 1, the rent decided under that sub-paragraph; and
- (c) in any other case, the rent payable under the tenancy at the relevant time.
- (3) If the Executive decides under sub-paragraph (1) that the rent is exceptionally high, the Executive shall also decide the highest rent, which is not an exceptionally high rent and which a landlord might reasonably have been expected to obtain at the relevant time (on the assumption that no one who would have been entitled to housing benefit had sought or is seeking the tenancy) for an uncontrolled tenancy of a dwelling which—
- (a) is in the same locality as the dwelling;
- (b) has the same number of bedrooms and rooms suitable for living in as the dwelling (or, where the dwelling exceeds the size criteria for the occupiers, accords with the size criteria); and
- (c) is in a reasonable state of repair.
- (4) For the purpose of deciding whether a rent is an exceptionally high rent under this paragraph, the Executive shall have regard to the levels of rent under uncontrolled tenancies of dwellings which—
- (a) are in the same locality as the dwelling (or in as similar a locality as is reasonably practicable); and
- (b) have the same number of bedrooms and rooms suitable for living in as the dwelling (or, in a case where the dwelling exceeds the size criteria for the occupiers, accord with the size criteria).
Local reference rents
4
- (1) The Executive shall make a decision of a local reference rent in accordance with the formula—
$$R=H+L2$where—R is the local reference rent;H is the highest rent, in the Executive’s opinion—which a landlord might reasonably have been expected to obtain, at the relevant time, for an uncontrolled tenancy of a dwelling which meets the criteria in sub-paragraph (2); andwhich is not an exceptionally high rent; andL is the lowest rent, in the Executive’s opinion—which a landlord might reasonably have been expected to obtain, at the relevant time, for an uncontrolled tenancy of a dwelling which meets the criteria in sub-paragraph (2); andwhich is not an exceptionally low rent.$
- (2) The criteria are—
- (a) that the dwelling under the uncontrolled tenancy—
- (i) is in the same locality as the dwelling;
- (ii) is in a reasonable state of repair, and
- (iii) has the same number of bedrooms and rooms suitable for living in as the dwelling (or, in a case where the dwelling exceeds the size criteria for the occupiers, accords with the size criteria); and
- (b) if the tenant does not have the use under the tenancy of the dwelling at the relevant time of more than one bedroom or room suitable for living in—
- (i) that under the uncontrolled tenancy the tenant does not have the use of more than one bedroom or room suitable for living in and neither the tenant nor the tenant’s partner is a person who requires overnight care ;
- (ii) if the rent under the tenancy at the relevant time includes payments for board and attendance and the Executive considers the amount fairly attributable to board and attendance is a substantial part of the rent, that a substantial part of the rent under the uncontrolled tenancy is fairly attributable to board and attendance;
- (iii) if sub-head (ii) does not apply and the tenant shares a kitchen, toilet, bathroom and room suitable for living in with a person other than a member of his household, a non-dependant or a person who pays rent to the tenant, that the uncontrolled tenancy provides for the tenant to share a kitchen, toilet, bathroom and room suitable for living in, and
- (iv) if sub-heads (ii) and (iii) do not apply, that the circumstances described in sub-heads (ii) and (iii) do not apply in relation to the uncontrolled tenancy.
- (3) When ascertaining H and L under sub-paragraph (1), the Executive—
- (a) shall assume that no one who would have been entitled to housing benefit had sought or is seeking the tenancy; and
- (b) shall exclude the amount of any rent which, in the Executive’s opinion, is fairly attributable to the provision of services which are ineligible to be met by housing benefit.
- (4) In sub-paragraph (2), “bedroom or room suitable for living in” does not include a room which the tenant shares with any person other than—
- (a) a member of his household;
- (b) a non-dependant; or
- (c) a person who pays rent to the tenant.
- (5) In sub-paragraph (3), “services” means services performed or facilities (including the use of furniture) provided for, or rights made available to, the tenant, but not, in the case of a tenancy where a substantial part of the rent under the tenancy is fairly attributable to board and attendance, the provision of meals (including the preparation of meals or provision of unprepared food).
Single room rents
5
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Claim-related rent
6
- (1) In this paragraph, “claim-related rent” means the claim-related rent decided by the Executive in accordance with paragraph (2A).
- (2A) The Executive shall decide that the claim-related rent is—
- (a) where it makes a decision under sub-paragraph (2) of paragraph 1, sub-paragraph (2) of paragraph 2 and sub-paragraph (3) of paragraph 3, the lowest of the 3 rents decided under those sub-paragraphs;
- (b) where it makes a decision under only 2 of the sub-paragraphs referred to in head (a), the lower of the 2 rents decided under those sub-paragraphs;
- (c) where it makes a decision under only one of the sub-paragraphs referred to in head (a), the rent decided under that sub-paragraph;
- (d) where it does not make a decision under any of the sub-paragraphs referred to in head (a), the rent payable under the tenancy of the dwelling at the relevant time.
- (2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (3) ...The Executive shall also decide the total amount of ineligible charges, as defined in paragraph 7, which it has not included in the claim-related rent because of the assumptions made in accordance with that paragraph.
PART II — Assumptions, etc.
Ineligible charges and support charges
7
- (1) For the purposes of this paragraph, “ineligible charges” means service charges which are ineligible to be met by housing benefit by virtue of regulation 13A(2) and Schedule 1 except, in the case of a tenancy where the rent includes payments for board and attendance, and the Executive considers that a substantial part of the rent under the tenancy is fairly attributable to board and attendance, charges specified in paragraph 1(a)(i) of Schedule 1.
- (2) When making a decision under paragraph 1, 2 or 3 of this Schedule, the Executive shall assume that the items to which the ineligible charges relate were not to be provided or made available.
Housing associations etc.
8
- (1) Where the landlord is a housing association or a charity, the Executive shall assume that the landlord is not such a body.
- (2) The Executive shall not take into account the rent under any tenancy where the landlord is a housing association or where the landlord is a charity and the dwelling is provided by the landlord in the pursuit of its charitable purposes.
- (3) In this paragraph “charity” has the same meaning as in the Charities Act (Northern Ireland) 1964.
PART III — Indicative rent levels
9
- (1) The Executive shall decide the indicative rent level for each category described in sub-paragraph (3) in accordance with the following formula—
$$I=H+3L4$where—I is the indicative rent level;H is the highest rent, in the Executive’s opinion—which a landlord might reasonably be expected to obtain at the time the decision is being made for an uncontrolled tenancy of a dwelling meeting the criteria in sub-paragraph (2); andwhich is not an exceptionally high rent; andL is the lowest rent, in the Executive’s opinion—which a landlord might reasonably be expected to obtain at the time the decision is being made for an uncontrolled tenancy of a dwelling meeting the criteria in sub-paragraph (2); andwhich is not an exceptionally low rent.$
- (2) The criteria are that—
- (a) the dwelling is in a reasonable state of repair; and
- (b) the dwelling and tenancy accord with the category to which the decision relates.
- (3) The categories for the purposes of this paragraph are—
- (a) a dwelling where the tenant does not have use of more than one room and where a substantial part of the rent under the tenancy is fairly attributable to board and attendance;
- (b) a dwelling where the tenant does not have use of more than one room, the tenancy provides for him to share a kitchen or toilet and head (a) does not apply;
- (c) a dwelling where the tenant does not have use of more than one room and where heads (a) and (b) do not apply;
- (d) a dwelling where the tenant does not have use of more than 2 rooms and where none of heads (a) to (c) applies;
- (e) a dwelling where the tenant does not have use of more than 3 rooms and where none of heads (a) to (d) applies;
- (f) a dwelling where the tenant does not have use of more than 4 rooms and where none of heads (a) to (e) applies;
- (g) a dwelling where the tenant does not have use of more than 5 rooms and where none of heads (a) to (f) applies; and
- (h) a dwelling where the tenant does not have use of more than 6 rooms and where none of heads (a) to (g) applies.
- (4) When ascertaining H and L under sub-paragraph (1), the Executive—
- (a) shall assume that no one who would have been entitled to housing benefit had sought or is seeking the tenancy; and
- (b) shall exclude the amount of any rent which, in the Executive’s opinion, is fairly attributable to the provision of services which are ineligible to be met by housing benefit.
- (5) In this paragraph—
- “room” means a bedroom or room suitable for living in and in heads (a), (b) and (c) of sub-paragraph (3) does not include a room which the tenant shares with any person other than—a member of his household;a non-dependant of the tenant; ora person who pays rent to the tenant;
- “services” has the meaning given in paragraph 4(5).
PART IV — Size criteria
10
One bedroom or room suitable for living in shall be allowed for each of the following categories of occupier (and each occupier shall come within only the first category for which he is eligible)—
- (za) a member of a couple who cannot share a bedroom;
- (zb) a member of a couple who can share a bedroom;
- (a) a couple;
- (ba) a child who cannot share a bedroom...;
- (b) a person who is not a child;
- (c) 2 children of the same sex;
- (d) 2 children who are less than 10 years old;
- (e) a child.
but the claimant is only entitled to a bedroom in respect of a child who cannot share a bedroom or a member of a couple who cannot share a bedroom if there is a bedroom in the dwelling occupied as the home that is additional to those to which the claimant would be entitled if the child or the member of the couple were able to share a bedroom.
11
The number of rooms (excluding any allowed under paragraph 10) suitable for living in allowed are—
- (a) if there are less than 4 occupiers, one;
- (b) if there are more than 3 and less than 7 occupiers, 2; and
- (c) in any other case, 3.
PART V — Special cases
Houseboats
12
Where a decision relates in whole or in part to mooring charges for a houseboat, this Schedule applies in relation to that decision (or, as the case may be, to that part which relates to those charges) with the following modifications—
- (a) references to a tenancy, a tenancy of a dwelling or an uncontrolled tenancy are references to an agreement under which those charges are payable (and references to a landlord and a tenant shall be construed accordingly); and
- (b) no decision shall be made under paragraph 2 and references to the dwelling exceeding the size criteria shall not apply.
Mobile homes
13
Where a decision relates in whole or in part to payments in respect of the site on which a caravan or a mobile home stands, this Schedule applies in relation to that decision (or, as the case may be, that part which relates to those payments) with the following modifications—
- (a) references to a tenancy, a tenancy of a dwelling or an uncontrolled tenancy are references to an agreement under which those payments are payable (and references to a landlord and a tenant shall be construed accordingly); and
- (b) no decision shall be made under paragraph 2 and references to the dwelling exceeding the size criteria shall not apply.
Rental purchase agreements
14
Where a decision relates to a rental purchase agreement, the agreement is to be treated as if it were a tenancy.
PART VI — Interpretation
15
In this Schedule—
- “uncontrolled tenancy” means a tenancy which is not a controlled tenancy within the meaning of Article 40(4) of the Private Tenancies (Northern Ireland) Order 2006 or a secure tenancy within the meaning of Article 25 of the Housing (Northern Ireland) Order 1983[^f00148];
- “decision” means a decision made in accordance with Part I or Part III;
- “dwelling” means any residential accommodation whether or not consisting of the whole or part of a building and whether or not comprising separate and self-contained premises;
- “occupier” means a person (whether or not identified by name) who is stated to occupy the dwelling as his home;
- “relevant time” means the time the application for the decision is made or, if earlier, the tenancy ends;
- “size criteria” means the standards relating to bedrooms and rooms suitable for living in specified in this Schedule;
- “tenancy” includes—a licence; anda prospective tenancy or licence, andreferences to a tenant, a landlord or any other expression appropriate to a tenancy shall be construed accordingly.
SCHEDULE 3 — Excluded tenancies
1
An excluded tenancy is any tenancy to which any of the following paragraphs apply.
2
- (1) Subject to the following sub-paragraphs, where the Executive has made a decision, which relates to the tenancy in question or any other tenancy of the same dwelling this paragraph applies to—
- (a) the tenancy in respect of which that decision was made; and
- (b) any other tenancy of the same dwelling on terms which are substantially the same, other than the term relating to the amount of rent, as those terms were at the time of that decision or, if earlier, at the end of the tenancy.
- (2) For the purposes of any claim, notification or request (“the later application”), a tenancy shall not be an excluded tenancy by virtue of sub-paragraph (1) by reference to the Executive’s decision made in consequence of an earlier claim, notification or request (“the earlier application”) where—
- (a) the earlier and later applications were made in respect of the same claimant or different claimants; and
- (b) the earlier application was made more than 52 weeks before the later application was made.
- (3) Sub-paragraph (1) shall not apply where subsequent to the making of the decision mentioned in that sub-paragraph—
- (a) the number of occupiers of the dwelling has changed and that dwelling is not in a hostel;
- (b) there has been a substantial change in the condition of the dwelling (including the making of improvements) or the terms of the tenancy other than a term relating to rent;
- (c) there has been a rent increase under a term of the tenancy and the term under which that increase was made was either included in the tenancy at the time when the application for that decision was made (or was a term substantially the same as such a term) and that decision was not made under paragraph 1(2), 2(2) or 3(3) of Schedule 2;
- (d) in a case where the Executive has made a decision under paragraph 2(2) of Schedule 2, but since the date of the application for that decision—
- (i) a child, who is a member of the household occupying the dwelling, has attained the age of 10 years;
- (ii) a young person, who is a member of the household occupying that dwelling, has attained the age of 16 years, or
- (iii) there is a change in the composition of the household occupying the dwelling;
- (e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (f) any person mentioned in paragraph 10A of Schedule 2 becomes or ceases to be a person who requires overnight care where that affects the size criteria, as set out in Schedule 2, applicable in the claimant’s case;
- (g) the claimant or the claimant’s partner becomes, or ceases to be, a qualifying parent or carer where that affects the size criteria, as set out in Part IV of Schedule 2, applicable in the claimant’s case; or
- (h) an occupier becomes or ceases to be a child who cannot share a bedroom or a member of a couple who cannot share a bedroom where that affects the size criteria, as set out in Part IV of Schedule 2, applicable in the claimant’s case.
- (4) For the purposes of sub-paragraph (3)(d)(iii) it does not amount to a change in the composition of the household where a son, daughter, step-son or step-daughter of the claimant or the claimant’s partner who is the claimant’s non-dependant ceases to occupy the dwelling as their home because they become a member of the armed forces away on operations, or subsequently resumes occupying the dwelling as their home on ceasing to be a member of the armed forces away on operations.
3
This paragraph applies where the landlord is a registered housing association, except in a case where the Executive consider that—
- (a) the claimant occupies a dwelling larger than is reasonably required by him and any others who occupy that dwelling (including any non-dependants of his and any person paying rent to him); or
- (b) the rent payable for that dwelling is unreasonably high.
4
This paragraph applies to a tenancy which is a controlled tenancy within the meaning of Article 40(4) of the Private Tenancies (Northern Ireland) Order 2006 .
5
- (1) Subject to sub-paragraphs (2) and (3) this paragraph applies to a tenancy in respect of a dwelling comprised in land which has been disposed of under Article 88 of the Housing (Northern Ireland) Order 1981[^f00150].
- (2) This paragraph shall not apply to a tenancy to which sub-paragraph (1) refers if—
- (a) there has been an increase in rent since the disposal occured; and
- (b) the claimant occupies a dwelling larger than is reasonably required by him and any others who occupy that dwelling (including any non-dependant of his and any person paying rent to him); or
- (c) the rent payable for that dwelling is unreasonably high.
- (3) Where the disposal took place on or after 7th October 2002, sub-paragraph (2) shall apply to a tenancy to which sub-paragraph (1) refers as if head (b) were omitted.
6
In this Schedule expressions have the same meaning as in regulation 16(5) and, in the case of a decision under regulation 16(1), any reference to a “tenancy” shall be taken as a reference to a prospective tenancy and any reference to an “occupier” or any person “occupying” a dwelling shall, in the case of such a decision be taken to be a reference to a potential occupier or potential occupation of that dwelling.
SCHEDULE 4 — Applicable amounts
PART I — PERSONAL ALLOWANCES
1
The amount specified in column (2) in respect of each person or couple specified in column (1) shall be the amount specified for the purposes of regulation 20—
| Column (1) | Column (2) |
|---|---|
| Person, couple or polygamous marriage | Amount |
| 1Single claimant or lone parent aged— | 1 |
| aunder 65; | a£114.05; |
| b65 or over. | b£131.95. |
| 2Couple— | 2 |
| aboth members aged under 65; | a£174·05; |
| bone member or both members aged 65 or over. | b£197·65. |
| 3If the claimant is a member of a polygamous marriage and none of the members of the marriage have attained the age of 65— | 3 |
| afor the claimant and the other party to the marriage; | a£174·05; |
| bfor each additional spouse who is a member of the same household as the claimant. | b£60·00. |
| 4If the claimant is a member of a polygamous marriage and one or more members of the marriage are aged 65 or over— | 4 |
| afor the claimant and the other party to the marriage; | a£197·65; |
| bfor each additional spouse who is a member of the same household as the claimant. | b£65·70. |
2
- (1) The amounts specified in column (2) in respect of each person specified in column (1) shall, for the relevant period specified in column (1), be the amounts specified for the purposes of regulation 20—
| Column (1) | Column (2) |
|---|---|
| Child or young person | Amount |
| Persons in respect of the period— | |
| abeginning on that person’s date of birth and ending on the day preceding the first Monday in September following that person’s sixteenth birthday; | a£45.58; |
| bbeginning on the first Monday in September following that person’s sixteenth birthday and ending on the day preceding that person’s twentieth birthday. | b£45.58. |
- (2) In column (1) of the Table, “the first Monday in September” means the Monday which first occurs in the month of September in any year.
PART II — Family premium
3
- (1) The amount for the purposes of regulations 20(1)(c) and (d) in respect of a family of which at least one member is a child or young person shall be £19.48.
- (2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
PART III — Premiums
4
The premiums specified in Part IV shall, for the purposes of regulation 20(1)(e), be applicable to a claimant who satisfies the condition specified in this Part in respect of that premium.
5
- (1) Subject to sub-paragraph (2), for the purposes of this Part, once a premium is applicable to a claimant under this Part, a person shall be treated as being in receipt of any benefit for—
- (a) in the case of a benefit to which the Social Security (Overlapping Benefits) Regulations (Northern Ireland) 1979[^f00151] applies, any period during which, apart from the provisions of those Regulations, he would be in receipt of that benefit; ...
- (b) any period spent by a person in undertaking a course of training or instruction provided or arranged by the Department for Employment and Learning under sections 2 and 3 of the Disabled Persons (Employment) Act (Northern Ireland) 1945[^f00152] or section 1(1) of the 1950 Act[^f00153] or for any period during which he is in receipt of a training allowance and
- (c) in the case of carer support payment, any period during which, apart from regulation 16 of the Carer’s Assistance (Carer Support Payment) (Scotland) Regulations 2023, he would be in receipt of that benefit.
- (2) For the purposes of the carer premium under paragraph 9, a person shall be treated as being in receipt of a carer’s allowance under section 70 of the Act by virtue of sub-paragraph (1)(a) or carer support payment by virtue of sub-paragraph (1)(c) only if and for so long as the person in respect of whose care the allowance or payment has been claimed remains in receipt of—
- (a) armed forces independence payment;
- (b) attendance allowance;
- (ba) pension age disability payment;
- (c) the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Act , the care component of child disability payment at the highest or middle rate in accordance with regulation 11(5) of the DACYP Regulations ; ...
- (cza) the care component of Scottish adult disability living allowance at the highest or middle rate in accordance with regulation 6(4) of the Disability Assistance (Scottish Adult Disability Living Allowance) Regulations 2025;
- (ca) the daily living component of adult disability payment at the standard or enhanced rated in accordance with regulation 5 of the Disability Assistance for Working Age People (Scotland) Regulations 2022; or
- (d) the daily living component of personal independence payment at the standard or enhanced rate in accordance with Article 83(3) of the 2015 Order.
Severe Disability Premium
6
- (1) The condition is that the claimant is a severely disabled person.
- (2) For the purposes of sub-paragraph (1), a claimant shall be treated as being a severely disabled person if, and only if—
- (a) in the case of a single claimant, lone parent or a claimant who is treated as having no partner in consequence of sub-paragraph (3)—
- (i) he is in receipt of armed forces independence payment, attendance allowance, , pension age disability payment the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Act , the care component of Scottish adult disability living allowance at the highest or middle rate in accordance with regulation 6(4) of the Disability Assistance (Scottish Adult Disability Living Allowance) Regulations 2025 , the daily living component of personal independence payment at the standard or enhanced rate in accordance with Article 83(3) of the 2015 Order , or the daily living component of adult disability payment at the standard or enhanced rate in accordance with regulation 5 of the Disability Assistance for Working Age People (Scotland) Regulations 2022 ;
- (ii) subject to sub-paragraph (6), he has no non-dependants aged 18 or over normally residing with him or with whom he is normally residing, and
- (iii) no person is entitled to, and in receipt of, a carer’s allowance under section 70 of the Act or carer support payment or has an award of universal credit which includes the carer element under regulation 30 of the Universal Credit Regulations (Northern Ireland) 2016 in respect of caring for him;
- (b) in the case of a claimant who has a partner—
- (i) the claimant is in receipt of armed forces independence payment, attendance allowance, , pension age disability payment the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Act , the care component of Scottish adult disability living allowance at the highest or middle rate in accordance with regulation 6(4) of the Disability Assistance (Scottish Adult Disability Living Allowance) Regulations 2025 , the daily living component of personal independence payment at the standard or enhanced rate in accordance with Article 83(3) of the 2015 Order or the daily living component of adult disability payment at the standard or enhanced rate in accordance with regulation 5 of the Disability Assistance for Working Age People (Scotland) Regulations 2022 ;
- (ii) his partner is also in receipt of such an allowance or payment or, if the claimant is a member of a polygamous marriage, each other member of that marriage is in receipt of such an allowance or payment, and
- (iii) subject to sub-paragraph (6), the claimant has no non-dependants aged 18 or over normally residing with him or with whom he is normally residing,
and either a person is entitled to and in receipt of a carer’s allowance or carer support payment or has an award of universal credit that includes the carer element in respect of caring for only one of the couple or, if he is a member of a polygamous marriage, for one or more but not all the members of the marriage, or as the case may be, no person is entitled to and in receipt of such an allowance or payment or has such an award of universal credit in respect of caring for either member of a couple or any of the members of the marriage.
- (3) Where a claimant has a partner who does not satisfy the condition in sub-paragraph (2)(b)(ii), and that partner is blind or is treated as blind within the meaning of sub-paragraph (4), that partner shall be treated for the purposes of sub-paragraph (2) as if he were not a partner of the claimant.
- (4) For the purposes of sub-paragraph (3), a person is blind if he is certified as severely sight impaired or blind by a consultant ophthalmologist.
- (5) For the purposes of sub-paragraph (4), a person who has ceased to be certified as severely sight impaired or blind on regaining his eyesight shall nevertheless be treated as blind and as satisfying the additional condition set out in that sub-paragraph for a period of 28 weeks following the date on which he ceased to be so certified.
- (6) For the purposes of sub-paragraph (2)(a)(ii) and (b)(iii) no account shall be taken of—
- (a) a person receiving armed forces independence payment, attendance allowance, , pension age disability payment the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Act , the care component of Scottish adult disability living allowance at the highest or middle rate in accordance with regulation 6(4) of the Disability Assistance (Scottish Adult Disability Living Allowance) Regulations 2025 , the daily living component of personal independence payment at the standard or enhanced rate in accordance with Article 83(3) of the 2015 Order the daily living component of adult disability payment at the standard or enhanced rate in accordance with regulation 5 of the Disability Assistance for Working Age People (Scotland) Regulations 2022 ; or
- (b) a person who is blind or is treated as blind within the meaning of sub-paragraphs (4) and (5).
- (7) For the purposes of sub-paragraph (2)(b) a person shall be treated—
- (a) as being in receipt of attendance allowance, or the care component of disability living allowance at the highest or middle rate prescribed in accordance with section 72(3) of the Act, if he would, but for his being a patient for a period exceeding 28 days, be so in receipt;
- (b) as being entitled to and in receipt of a carer’s allowance or carer support payment or having an award of universal credit which includes the carer element if he would, but for the person for whom he was caring being a patient in hospital for a period exceeding 28 days, be so entitled and in receipt.
- (c) as being in receipt of the daily living component of personal independence payment at the standard or enhanced rate in accordance with Article 83 of the 2015 Order, if he would, but for payment ceasing by virtue of regulations made under Article 91(1) of the 2015 Order (hospital in-patients), be so in receipt or have such an award of universal credit .
- (d) as being in receipt of the daily living component of adult disability payment at the standard or enhanced rate in accordance with regulation 5 of the Disability Assistance for Working Age People (Scotland) Regulations 2022 , if they would, but for payment ceasing by virtue of regulation 28 (effect of admission to hospital on ongoing entitlement to Adult Disability Payment) of those Regulations, be so in receipt;
- (e) as being in receipt of pension age disability payment if that person would, but for regulation 20 (effect of admission to hospital on ongoing entitlement to pension age disability payment) of the Disability Assistance for Older People (Scotland) Regulations 2024 be so in receipt.
- (f) as being in receipt of Scottish adult disability living allowance at the highest or middle rate in accordance with regulation 6(4) of the Disability Assistance (Scottish Adult Disability Living Allowance) Regulations 2025, if that person would, but for regulation 23 (effect of admission to hospital on ongoing entitlement to Scottish adult disability living allowance) of those Regulations, be so in receipt.
- (8) For the purposes of sub-paragraph (2)(a)(iii) and (b)—
- (a) no account shall be taken of an award of a carer’s allowance or an award of universal credit which includes the carer element to the extent that payment of such an award is backdated for a period before the date on which the award is first paid ; and
- (b) references to a person being in receipt of a carer’s allowance or as having an award of universal credit which includes the carer element shall include references to a person who would have been in receipt of that allowance or had such an award of universal credit but for the application of a restriction under section 5B or 6 of the Social Security Fraud Act (Northern Ireland) 2001[^f00155] (loss of benefit provisions).
Enhanced disability premium
7
- (1) Subject to sub-paragraph (2), the condition is that—
- (a) in respect of a child or young person who is a member of the claimant’s family—
- (i) the care component of disability living allowance is, or would be, but for a suspension of benefit in accordance with regulations under section 113(2) of the Act or but for an abatement as a consequence of hospitalisation, payable at the highest rate prescribed under section 72(3) of the Act, ...
- (ii) the daily living component of personal independence payment is payable, or has ceased to be payable by virtue of regulations under Article 91(1) of the 2015 Order (hospital in-patients), at the enhanced rate under Article 83(2) of that Order; or
- (aa) the care component of child disability payment is payable at the highest rate in accordance with regulation 11(5) of the DACYP Regulations in respect of a member of the claimant’s family; ...
- (ab) the care component of Scottish adult disability living allowance is payable, or has ceased to be payable by virtue of regulation 23 (effect of admission to hospital on ongoing entitlement to Scottish adult disability living allowance) of the Disability Assistance (Scottish Adult Disability Living Allowance) Regulations 2025, at the highest rate in accordance with regulation 6(4) of those Regulations; or
- (b) armed forces independence payment is payable in respect of a young person who is a member of the claimant’s family; or
- (c) the daily living component of adult disability payment is payable, or has ceased to be payable by virtue of regulation 28 (effect of admission to hospital on ongoing entitlement to Adult Disability Payment) of the Disability Assistance for Working Age People (Scotland) Regulations 2022 , at the enhanced rate in accordance with regulation 5 of those Regulations;
- (2) Where the condition in sub-paragraph (1) ceases to be satisfied because of the death of a child or young person, the condition is that the claimant or the claimant’s partner is entitled to child benefit in respect of that person under section 141A of the Act (entitlement after death of child or qualifying young person).
Disabled child premium
8
The condition is that a child or young person for whom the claimant or a partner of his is responsible and who is a member of the claimant’s household—
- (za) is a young person who is in receipt of armed forces independence payment;
- (a) is in receipt of disability living allowance or is no longer in receipt of such allowance because he is a patient, provided that the child or young person continues to be a member of the family;
- (aa) is in receipt of child disability payment;
- (ab) is a young person who is in receipt of Scottish adult disability living allowance or who would, but for payment ceasing by virtue of regulation 23 (effect of admission to hospital on ongoing entitlement to Scottish adult disability living allowance) of the Disability Assistance (Scottish Adult Disability Living Allowance) Regulations 2025 be so in receipt, provided that the young person continues to be a member of the family; or
- (b) is blind within the meaning of paragraph 6(4) or is treated as blind in accordance with paragraph 6(5); ...
- (c) is a child or young person in respect of whom section 141A of the Act (entitlement after death of child or qualifying young person) applies for the purposes of entitlement to child benefit but only for the period prescribed under that section, and in respect of whom a disabled child premium was included in the claimant’s applicable amount immediately before the death of that child or young person, or ceased to be included in the claimant’s applicable amount because of that child or young person’s death; ...
- (d) is a young person who is in receipt of personal independence payment or who would, but for payment ceasing by virtue of regulations made under Article 91(1) of the 2015 Order (hospital in-patients) be so in receipt, provided that the young person continues to be a member of the familyor
- (e) is a young person who is in receipt of adult disability payment or who would, but for payment ceasing by virtue of regulation 28 (effect of admission to hospital on ongoing entitlement to Adult Disability Payment) of the Disability Assistance for Working Age People (Scotland) Regulations 2022 be so in receipt, provided that the young person continues to be a member of the family
Carer premium
9
- (1) The condition is that the claimant or his partner is, or both of them are, entitled to a carer’s allowance or carer support payment .
- (2) Subject to sub-paragraph (5), where a carer premium has been awarded but—
- (a) the person in respect of whose care the carer’s allowanceor carer support payment has been awarded dies; or
- (b) the person in respect of whom the premium was awarded ceases to be entitled, or ceases to be treated as entitled, to a carer’s allowance or carer support payment,
this paragraph shall be treated as satisfied for a period of 8 weeks from the relevant date specified in sub-paragraph (3).
- (3) The relevant date for the purposes of sub-paragraph (2) is—
- (a) the Sunday following the death of the person in respect of whose care the carer’s allowanceor carer support payment has been awarded (or beginning with the date of death if the date occurred on a Sunday);
- (b) where head (a) does not apply, the date on which that person who was entitled to a carer’s allowanceor carer support payment ceases to be entitled to it.
- (4) For the purposes of this paragraph, a person shall be treated as being entitled to and in receipt of a carer’s allowanceor carer support payment for any period not covered by an award but in respect of which a payment is made in lieu of an award.
- (5) For the purposes of sub-paragraph (2)(a), where the relevant premium has been awarded as a result of the claimant or the claimant’s partner being entitled to carer support payment, and the death occurred on or after 15th March 2026, the reference to “8 weeks” is to be read as “12 weeks”.
Persons in receipt of concessionary payments
10
For the purpose of determining whether a premium is applicable to a person under paragraphs 6 to 9, any concessionary payment made to compensate that person for the non-payment of any benefit mentioned in those paragraphs shall be treated as if it were a payment of that benefit.
Person in receipt of benefit
11
For the purposes of this Part, a person shall be regarded as being in receipt of any benefit if, and only if, it is paid in respect of him and shall be so regarded only for any period in respect of which that benefit is paid.
PART IV — AMOUNTS OF PREMIUM SPECIFIED IN PART III
12
—
- (1) Severe Disability Premium—
SCHEDULE 5 — Sums disregarded from claimant’s earnings
1
Where 2 or more of paragraphs 2 to 5 apply in any particular case the overall maximum sum which falls to be disregarded in that case under those paragraphs is restricted to—
- (a) £25 in the case of a lone parent;
- (b) £20 in any other case.
2
In a case where a claimant is a lone parent, £25 of earnings.
3
- (1) In a case of earnings from any employment or employments to which sub-paragraph (2) applies, £20.
- (2) This paragraph applies to employment—
- (a) as a part-time fire and rescue officer employed by the Northern Ireland Fire and Rescue Service Board established under Article 3 of the Fire and Rescue Services (Northern Ireland) Order 2006[^f00157];
- (b) as an auxiliary coastguard in respect of coast rescue activities;
- (c) in the manning or launching of a lifeboat if the employment is part-time;
- (d) as a member of any territorial or reserve force prescribed in Part I of Schedule 6 to the Social Security (Contributions) Regulations 2001[^f00158];
- (e) as a person in the army whose service is restricted to part-time service in Northern Ireland pursuant to section 1 of the Army Act 1992[^f00159], regulations made under section 2 of the Armed Forces Act 1966[^f00160], or the terms of his commission;
- (f) as a part-time member of the Police Service of Northern Ireland Reserve appointed under section 37 of the Police (Northern Ireland) Act 2000[^f00161] or a part-time police reserve trainee appointed under section 40 of that Act.
- (3) If—
- (a) any of the earnings of the claimant or, if he has a partner, his partner, or both of them, are disregarded under sub-paragraph (1); and
- (b) either of them has, or they both have, other earnings,
so much of those other earnings as would not, in aggregate with the earnings disregarded under that sub-paragraph, exceed £20.
4
- (1) If the claimant or, if he has a partner, his partner is a carer, or both are carers, £20 of any earnings received from his or their employment.
- (2) Where the carer premium is awarded in respect of the claimant and of any partner of his, their earnings shall for the purposes of this paragraph be aggregated, but the amount to be disregarded in accordance with sub-paragraph (1) shall not exceed £20 of the aggregated amount.
- (3) In this paragraph the claimant or his partner is a carer if paragraph 9 of Schedule 4 is satisfied in respect of him.
5
- (1) £20 is disregarded if the claimant or, if he has a partner, his partner—
- (a) is in receipt of—
- (i) long-term incapacity benefit under section 30A of the Act[^f00162];
- (ii) severe disablement allowance under section 68 of the Act[^f00163];
- (iii) attendance allowance;
- (iiia) pension age disability payment;
- (iv) disability living allowance under sections 71 to 76 of the Act[^f00164];
- (iva) armed forces independence payment;
- (ivb) Scottish adult disability living allowance;
- (v) any mobility supplement under article 20 of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006[^f00165] (including such a supplement by virtue of any other scheme or order) or under article 25A of the Personal Injuries (Civilians) Scheme I983[^f00166];
- (vi) the disability element or the severe disability element of working tax credit under Schedule 2 to the Working Tax Credit Regulations;
- (vii) main phase employment and support allowance;
- (viii) personal independence payment;
- (b) is or are certified as severely sight impaired or blind by a consultant ophthalmologist; or
- (c) is, or is treated as, incapable of work in accordance with the provisions of, and regulations made under, Part XIIA of the Act (incapacity for work), and has been incapable, or has been treated as incapable, of work for a continuous period of not less than—
- (i) in the case of a claimant who is terminally ill within the meaning of section 30B(4) of the Act[^f00167] (incapacity benefit: rate), 196 days;
- (ii) in any other case, 364 days or
- (d) has, or is to be treated as having, limited capability for work within the meaning of section 1(4) of the Welfare Reform Act or limited capability for work-related activity within the meaning of section 2(5) of that Act and either—
- (i) the assessment phase as defined in section 24(2) of the Welfare Reform Act has ended, or
- (ii) regulation 7 of the Employment and Support Allowance Regulations or regulation 7 of the Employment and Support Allowance Regulations (Northern Ireland) 2016 (circumstances where the condition that the assessment phase has ended before entitlement to the support component ...arises does not apply) applies.
- (2) Subject to sub-paragraph (3), £20 is disregarded if the claimant or, if he has a partner, his partner has, within a period of 8 weeks ending on the day in respect of which the claimant or his partner attains the qualifying age for state pension credit, had an award of housing benefit and—
- (a) £20 was disregarded in respect of earnings taken into account in that award;
- (b) the person whose earnings qualified for the disregard continues in employment after the termination of that award.
- (3) The disregard of £20 specified in sub-paragraph (2) applies so long as there is no break, other than a break which does not exceed 8 weeks, in a person’s entitlement to housing benefit or in employment following the first day in respect of which that benefit is awarded.
- (4) £20 is the maximum amount which may be disregarded under this paragraph, notwithstanding that, where the claimant has a partner, both the claimant and his partner satisfy the requirements of this paragraph.
6
Any amount or the balance of any amount which would fall to be disregarded under paragraph 19 or 20 of Schedule 6 had the claimant’s income which does not consist of earnings been sufficient to entitle him to the full disregard thereunder.
7
Except where the claimant or his partner qualifies for a £20 disregard under the preceding provisions of this Schedule—
- (a) £5 shall be disregarded if a claimant who has no partner has earnings;
- (b) £10 shall be disregarded if a claimant who has a partner has earnings.
8
Any earnings other than earnings referred to in regulation 31(8)(b), derived from employment which ended before the day in respect of which the claimant first satisfies the conditions for entitlement to housing benefit.
9
- (1) In a case where the claimant is a person who satisfies at least one of the conditions set out in sub-paragraph (2), and his net earnings equal or exceed the total of the amounts set out in sub-paragraph (3), the amount of his earnings that falls to be disregarded under this Schedule shall be increased by £37.10.
- (2) The conditions of this sub-paragraph are that—
- (a) the claimant, or if he has a partner, either the claimant or his partner, is a person to whom regulation 20(1)(c) of the Working Tax Credit Regulations applies;
- (b) the claimant—
- (i) is, or any partner of his is, aged at least 25 and is engaged in remunerative work for on average not less than 30 hours per week;
- (ii) if he is a member of a couple—
- (aa) at least one member of that couple is engaged in remunerative work for on average not less than 16 hours per week;
- (bb) his family includes at least one child or young person;
- (iii) is a lone parent who is engaged in remunerative work for on average not less than 16 hours per week, or
- (iv) is, or if he has a partner, one of them is, engaged in remunerative work for on average not less than 16 hours per week, and paragraph 5(1) is satisfied in respect of that person; or
- (c) the claimant is, or, if he has a partner, one of them is, a person to whom regulation 18(3) of the Working Tax Credit Regulations (eligibility for 50 plus element) applies, or would apply if an application for working tax credit were to be made in his case.
- (3) The following are the amounts referred to in sub-paragraph (1)—
- (a) any amount disregarded under this Schedule;
- (b) any amount of child care charges calculated as deductible under regulation 28(1)( c); and
- (c) £37.10
- (4) The provisions of regulation 6 shall apply in determining whether or not a person works for on average not less than 30 hours per week, but as if the reference to 16 hours in paragraph (1) of that regulation were a reference to 30 hours.
10
Where a payment of earnings is made in a currency other than sterling, any banking charge or commission payable in converting that payment into sterling.
SCHEDULE 6 — Amounts to be disregarded in the calculation of income other than earnings
1
In addition to any sum which falls to be disregarded in accordance with paragraphs 2 to 7, any of the following, namely—
- (a) a war disablement pension;
- (b) a war widow’s or war widower’s pension;
- (ba) any retired pay or pension payable, to a member of the armed forces of the Crown in respect of a disablement which is attributable to service, under—
- (i) an Order in Council made under section 3 of the Naval and Marine Pay and Pensions Act 1865;
- (ii) the Army Pensions Warrant 1977;
- (iia) the Army Pensions (Armed Forces Pension Scheme 1975 and Attributable Benefits Scheme) Warrant 2010;
- (iii) any order or regulations made under section 2 of the Air Force (Constitution) Act 1917;
- (iv) any order or regulations made under section 4 of the Reserve Forces Act 1996, or
- (v) any instrument amending or replacing any of the instruments referred to in paragraphs (i) to (iv);
- (bb) any retired pay or pension payable, to a member of the armed forces of the Crown in respect of a disablement which is attributable to service, under any power of Her Majesty otherwise than under any statutory provision to make provision about pensions for or in respect of persons who have been disabled or have died in consequence of service as members of the armed forces of the Crown;
- (bc) a pension payable, to a widow, widower or surviving civil partner of a member of the armed forces of the Crown in respect of death which is attributable to service, under—
- (i) an Order in Council made under section 3 of the Naval and Marine Pay and Pensions Act 1865;
- (ii) the Army Pensions Warrant 1977;
- (iia) the Army Pensions (Armed Forces Pension Scheme 1975 and Attributable Benefits Scheme) Warrant 2010;
- (iii) any order or regulations made under section 2 of the Air Force (Constitution) Act 1917;
- (iv) any order or regulations made under section 4 of the Reserve Forces Act 1996, or
- (v) any instrument amending or replacing any of the instruments referred to in paragraphs (i) to (iv);
- (c) a pension payable to a person as a surviving spouse or surviving civil partner under the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006 insofar as that Order is made under ...[^f00168][^f00169][^f00170]any power of Her Majesty otherwise than under any statutory provision to make provision about pensions for or in respect of persons who have been disabled or have died in consequence of service as members of the armed forces of the Crown;
- (d) a guaranteed income payment and, if the amount of that payment has been abated by a ension or payment falling within Article 31(1)(a) or (b) of the Armed Forces and Reserve Forces (Compensation Scheme) Order 2005 , an amount of that pension or payment equal to the amount of that abatement ;
- (e) a payment made to compensate for the non-payment of such a pension or payment as is mentioned in any of the preceding sub-paragraphs;
- (f) a pension paid by the government of a country outside Great Britain which is analogous to any of the pensions or payments mentioned in sub-paragraphs (a) to (d).
2
£10 of a pension paid by a government to victims of National Socialist persecution.
3
The whole of any amount included in a pension to which paragraph 2 relates in respect of—
- (a) the claimant’s need for constant attendance;
- (b) the claimant’s exceptionally severe disablement.
4
Any mobility supplement under article 20 of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006 (including such a supplement by virtue of any other scheme or order) or under article 25A of the Personal Injuries (Civilians) Scheme 1983 or any payment intended to compensate for the non-payment of such a supplement.
5
Any supplementary pension under article 23(2) of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006 (pensions to surviving spouses and surviving civil partners) and any analogous payment made by the Secretary of State for Defence to any person who is not a person entitled under that Order.
6
In the case of a pension awarded at the supplementary rate under article 27(3) of the Personal Injuries (Civilians) Scheme 1983[^f00171] (pensions to surviving spouses and surviving civil partners), the sum specified in paragraph l(c) of Schedule 4 to that Scheme.
7
- (1) Any payment which is—
- (a) made under any of the Dispensing Instruments to a widow, widower or surviving civil partner of a person—
- (i) whose death was attributable to service in a capacity analogous to service as a member of the armed forces of the Crown, and
- (ii) whose service in such capacity terminated before 31st March 1973; and
- (b) equal to the amount specified in article 23(2) of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006.
- (2) In this paragraph “the Dispensing Instruments”[^f00172] 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).
8
£15 of any widowed parent’s allowance to which the claimant is entitled under section 39A of the Act[^f00173].
9
£15 of any widowed mother’s allowance to which the claimant is entitled under section 37 of the Act.
10
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, 100 per cent. of such payments; or
- (b) where the aggregate of any such payments exceeds £20, £20 and 50 per cent. of the excess over £20.
11
If the claimant—
- (a) owns the freehold or leasehold interest in any property or is a tenant of any property;
- (b) occupies a part of that property; and
- (c) has an agreement with another person allowing that person to occupy another part of that property on payment of rent and—
- (i) the amount paid by that person is less than £20 per week, the whole of that amount, or
- (ii) the amount paid is £20 or more per week, £20.
12
Where a claimant receives income under an annuity purchased with a loan, which satisfies the following conditions—
- (a) that the loan was made as part of a scheme under which not less than 90 per cent. of the proceeds of the loan were applied to the purchase by the person to whom it was made of an annuity ending with his life or with the life of the survivor of 2 or more persons (in this paragraph referred to as “the annuitants”) who include the person to whom the loan was made;
- (b) that at the time the loan was made the person to whom it was made or each of the annuitants had attained the age of 65 or, if it was higher at that time, pensionable age ;
- (c) that the loan was secured on a dwelling in Northern Ireland and the person to whom the loan was made or one of the annuitants owns an estate or interest in that dwelling;
- (d) that the person to whom the loan was made or one of the annuitants occupies the dwelling on which it was secured as his home at the time the interest is paid; and
- (e) that the interest payable on the loan is paid by the person to whom the loan was made or by one of the annuitants,
the amount, calculated on a weekly basis, equal to—
- (i) where, or insofar as, section 369 of the Taxes Act (mortgage interest payable under deduction of tax) applies to the payments of interest on the loan, the interest which is payable after deduction of a sum equal to income tax on such payments at the applicable percentage of income tax within the meaning of section 369(1A) of that Act[^f00174];
- (ii) in any other case the interest which is payable on the loan without deduction of such a sum.
13
- (1) Any payment, other than a payment to which sub-paragraph (2) applies, made to the claimant by Trustees in exercise of a discretion exercisable by them.
- (2) This sub-paragraph applies to payments made to the claimant by Trustees in exercise of a discretion exercisable by them for the purpose of——
- (a) obtaining food, ordinary clothing or footwear or household fuel;
- (b) the payment of rent , rates or water charges for which that claimant or his partner is liable;
- (c) meeting housing costs of a kind specified in Schedule 2 to the State Pension Credit Regulations (Northern Ireland) 2003[^f00175].
- (3) In a case to which sub-paragraph (2) applies, £20 or——
- (a) if the payment is less than £20, the whole payment;
- (b) if, in the claimant’s case, £10 is disregarded in accordance with paragraph 2, £10 or the whole payment if it is less than £10; or
- (c) if, in the claimant’s case, £15 is disregarded under paragraph 7 or 8 and—
- (i) he has no disregard under paragraph l(a) to (f) or 2, £5 or the whole payment if it is less than £5;
- (ii) he has a disregard under paragraph l(a) to (f) or 2, nil.
- (4) For the purposes of this paragraph——
- “ordinary clothing or footwear” means clothing or footwear for normal daily use, but does not include school uniforms, or clothing or footwear used solely for sporting activities;
- “rent or rates” means eligible rent or rates less any deductions in respect of non-dependants which fall to be made under regulation 53.
14
Any increase in ... of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006 paid in respect of a dependant other than the pensioner’s ...partner.
15
Any payment ordered by a court to be made to the claimant or the claimant’s partner in consequence of any accident, injury or disease suffered by the person or a child of the person to or in respect of whom the payments are made.
16
Periodic payments made to the claimant or the claimant’s partner under an agreement entered into in settlement of a claim made by the claimant or, as the case may be, the claimant’s partner for an injury suffered by him.
17
Any income which is payable outside the United Kingdom for such period during which there is a prohibition against the transfer to the United Kingdom of that income.
18
Any banking charges or commission payable in converting to sterling payments of income made in a currency other than sterling.
19
Where the claimant makes a parental contribution in respect of a student attending a course at an establishment in the United Kingdom or undergoing education in the United Kingdom, which contribution has been assessed for the purposes of calculating—
- (a) under regulations made in exercise of the powers conferred by Articles 50 and 51 of the Education and Libraries (Northern Ireland) Order 1986[^f00176], that student’s award; or
- (b) the student’s student loan,
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