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Correct the Warm Home Discount docs page (#502) - #1735

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@vahid-ahmadi vahid-ahmadi commented May 27, 2026 •

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Corrects the Warm Home Discount planning page (docs/book/programs/gov/ofgem/warm-home-discount-plan.md), written for #502.

The page itself is already on main: it shipped in #2386 (merged 21 October 2026), and its original .added changelog entry was released in 2.143.0. This branch has merged main, dropped the released fragment and now carries only corrections to main's copy of the page.

What this PR corrects (from its changelog fragment):

Corrected the Warm Home Discount plan (docs/book/programs/gov/ofgem/warm-home-discount-plan.md): the April-to-March scheme year, the Scottish core group under Schedule 1 to SI 2026/488, the pre-2022 rebate amounts, the 2025-26 qualifying benefits, the helpline route and the ESA take-up caveat.

The claim-by-claim review behind these corrections, with sources, is in the "Ready for hub review" comment on this PR.

  • Changelog fragment: changelog.d/502-warm-home-discount-corrections.changed.md (changed).
  • Docs and changelog only; no code changes.

🤖 Generated with Claude Code

@vahid-ahmadi
vahid-ahmadi force-pushed the vahid-ahmadi/issue-502-warm-home-discount-plan branch from adc76bd to 5a6f312 Compare October 8, 2026 14:53
vahid-ahmadi and others added 3 commits October 12, 2026 10:59
#502 notes that the WHD has criteria varying by energy company and
isn't specified ahead of time. Persist the modelling plan in-repo so
the actual complexity is documented (and a defensible v1 scope is
agreed before any code goes in).

The page covers:

- the two-group structure (auto Core Group 1 keyed on Pension Credit
  Guarantee Credit, EPC-based Core Group 2 in England with the
  2022-23 reform under SI 2022/687, application-based Core 2 in
  Scotland and Wales under SI 2022/690),
- the three-phase implementation route: Core 1 (~1m households, the
  cleanest target) first, then EPC-keyed Core 2 in England with the
  EPC + qualifying-benefit logic, then Scotland/Wales application-
  based with a stochastic would_claim flag,
- an alternative v1 scope ("Core 1 only, document Core 2 as
  under-imputed") that captures the most policy-relevant slice at
  minimal modelling cost,
- data needs (Ofgem annual WHD reports, DWP Pension Credit caseload,
  VOA/ONS EPC distribution for Phase 2),
- open questions on scheme-year vs simulation-year semantics and
  whether Core 1 needs a take-up gate (recommendation: no).
Fix the legislation (SI 2022/772 covers England and Wales; Scotland is SI 2022/1073; SI 2026/389 runs to 2031), record that the high-cost-to-heat test was removed from winter 2025-26 so England and Wales eligibility is benefit receipt alone, set out the Scottish core and broader groups for 2026-27, and simplify the phases accordingly. Type the changelog fragment.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Name the Warm Home Discount (Scotland) Regulations 2026 (SI 2026/488),
in force from 1 May 2026, instead of describing them as laid in draft.
Confirm the £150 prescribed rebate in both 2026 Regulations, add the
name-on-the-bill condition from GOV.UK, and match the 2025-26 expansion
figures to the government response.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
MaxGhenis and others added 2 commits October 23, 2026 02:24
Main already carries this page (#2386) and released its changelog line in 2.143.0.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The page reached main through #2386 and its changelog line shipped in
2.143.0, so this drops the released .added fragment and corrects main's
copy:

- Scheme years run 1 April to 31 March (SI 2026/389 reg 3(1)); only the
  rebates are paid in winter.
- Scottish core group per Schedule 1 to SI 2026/488 (adds IS and JSA(IB)
  routes, the UC not-in-work condition, ESA limited capability; ESA has
  no plain disability premium); GOV.UK's summary is narrower.
- The rebate was £120/£130/£135 then £140 under SI 2011/1033 reg 2.
- The high-cost-to-heat test sat in the eligibility statements, and the
  2025-26 list also included income-based JSA and Income Support.
- Most rebates are automatic; the rest need a helpline call by
  26 February 2027.
- esa_income is reported receipt, so take-up doesn't carry through.
- 6.1 million households is the impact assessment's figure; Ofgem's
  figures are on its reports-and-data page.
- Note draft #2504 implements Phase 1 (not on main).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@MaxGhenis

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UK hub (Claude build session, for Max)
Ready for hub review

Head: cd7484ee2b06c4f779778c75741df56a61d312e0

Read this first. The page is already on main, word for word, through #2386 (d50ee85a9, merged 2026-10-21). Its changelog line shipped in 2.143.0 (CHANGELOG.md:189).

This branch now:

  • merges main at c65bced64 (merge commit 78cb1023d);
  • deletes changelog.d/502.added.md;
  • corrects main's copy;
  • adds changelog.d/502-warm-home-discount-corrections.changed.md.

Against main, the diff is the page and the fragment. Suggested title on landing: "Correct the Warm Home Discount plan".

Status of the plan. Main still does not model the WHD: there is no warm_home variable or parameter, and programs.yaml lists only energy_price_guarantee under Ofgem. Draft #2504 implements Phase 1 and is not merged. The plan stays useful until #2504 lands. After that, Phase 1 should become a programme page and the plan should shrink to the Scottish phases. The page now points to #2504.

Claims checked (main a45baf5e4, re-checked on c65bced64)

Claim Verdict Source
£150 rebate; not modelled true SI 2026/389 reg 3(1) "a rebate of £150"; git grep -i warm_home on main finds nothing
SI 2026/389 runs 1 April 2026 to 31 March 2031; it replaces SI 2022/772 (England and Wales) true reg 1(2) and reg 4(2)(b) (review agent); the Explanatory Note says "2030", which conflicts with the operative text
High-cost-to-heat test was "under the 2022 Regulations" fixed: it sat in the eligibility statements made under them; the 2025-26 statement removed it 2025-26 eligibility statement: "Through the removal of the property high cost to heat threshold…"
2.7 million more households; "more than 6 million households" 2.7m true; fixed the source: the response's foreword counts "more than 6 million" families; households are "around 6.1 million" in the impact assessment government response PDF; impact assessment PDF (pdftotext)
— added: the 2025-26 list included income-based JSA and IS, with Guarantee Credit as Core Group 1 (needed for model year 2025) 2025-26 eligibility statement
2026-27 qualifying date 23 August 2026; UC, HB, income-related ESA, PC; name on the bill true https://www.gov.uk/the-warm-home-discount-scheme/if-you-live-in-england-and-wales
"The rebate is applied automatically" fixed: most households through data matching; others call the helpline by 26 February 2027 same page
SI 2026/488 in force 1 May 2026 to 2031, replacing SI 2022/1073; £150 true SI 2026/488 regs 1, 3, 4
Scottish core group (GOV.UK paraphrase) fixed to Schedule 1: PC; UC Condition A (disabled child) or B (not in work + child under 5 or LCW/LCWRA); IS and JSA(IB) (child under 5 or listed premiums); ESA Conditions A-D; mortgage-interest loans https://www.legislation.gov.uk/uksi/2026/488/schedule/1/made
Broader group by application; supplier criteria; 23 August 2026 true GOV.UK Scotland page; reg 25
Not in Northern Ireland (Energy Act 2010 extends to GB) true Energy Act 2010 s. 37 (review agent)
"£140 before winter 2022-23" fixed: £120 / £130 / £135 in scheme years 1-3, then £140 https://www.legislation.gov.uk/uksi/2011/1033/regulation/2
Qualifying-benefit parameter qualified: it must vary by scheme year —
Take-up carries through esa_income fixed: esa_income is reported receipt variables/gov/dwp/esa_income.py:17-20
"paid without a claim" qualified: a minority must call the helpline GOV.UK
Phase 2 inputs fixed: needs the work condition and legacy premiums; there is no pensioner-premium or mortgage-interest-loan variable grep of policyengine_uk/variables
Ofgem pages give recipients and spend relinked to reports-and-data, which holds the figures https://www.ofgem.gov.uk/environmental-and-social-schemes/warm-home-discount-whd/warm-home-discount-whd-reports-and-data (200)
"The scheme year runs from October to March" false: 1 April to 31 March; rebates are paid from late October to 31 March SI 2026/389 reg 3(1) "scheme year"; GOV.UK
Electricity account; #2189 domestic electricity VAT true; #2189 is open reg 11(3)(a); #2189

Corrections: 12.

Uncertain

  • SI 2026/389's Explanatory Note says 2030 against reg 4(2)(b)'s 2031. The page follows the operative text.
  • I don't know why GOV.UK's Scotland summary leaves out the IS, JSA and ESA limited-capability routes.
  • The Scottish qualifying date rests on GOV.UK alone, because SI 2026/488 sets no customer qualifying date.

Full ledger: ~/reviews/uk-hub/jobs/docs-c2/b/1735-ledger.md.

@vahid-ahmadi vahid-ahmadi changed the title Add Warm Home Discount planning doc (#502) Correct the Warm Home Discount docs page (#502) Oct 23, 2026
@vahid-ahmadi
vahid-ahmadi added this pull request to the merge queue Oct 23, 2026
Merged via the queue into main with commit 5ccffe5 Oct 24, 2026
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vahid-ahmadi deleted the vahid-ahmadi/issue-502-warm-home-discount-plan branch October 24, 2026 10:55
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