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Correct the bereavement support plan docs page - #1737
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#466 asks for a rule-based Bereavement Support Payment formula (current bsp.py is just adds = ["bsp_reported"], no derived eligibility). #465 asks for historical Widowed Parent's Allowance for back-cast analysis. These are the same pair of questions ("model bereavement benefits beyond the reported amount") so persist them in a single combined plan. The page covers: - the current reported-only state and what it can't do (reform analysis, post-FRS-reference bereavement, historical WPA), - BSP rule structure: lump sum + 18 monthly instalments at higher (with dependent child) or standard rate; cohabiting-partner extension from 9 Feb 2023 via SI 2023/134, - Phase 1: BSP rule-based formula with three new input variables (is_bereaved_recently, bsp_higher_rate_eligible, bsp_months_remaining), - Phase 2: WPA (historical) with the same formula shape but per-year uprated rate and the 2001-04 to 2017-04 bereavement-date window, - Phase 3: data-side bereavement flag imputation in policyengine-uk-data from FRS marital-status transitions and DWP bereavement statistics, - open questions on BSP uprating (currently flat since 2017), a reform-side "treat WPA as BSP" toggle, and the cohabiting-partner effective-date logic.
BSP has always had 18 monthly payments; the 2023 Remedial Order extended it to cohabiting parents from 30 August 2018 without changing that. Describe how Microcosm fills bsp_reported from FRS codes 6 and 9, which also carry legacy widow benefits and War Widow s Pension, and replace the panel-based imputation idea (the FRS is a cross-section) with one calibrated to Stat-Xplore. Type the changelog fragment. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Match the bsp snippet to main, link Microcosm's source note that FRS code 9 is War Widow's Pension, note that bsp_reported is CPI-uprated although BSP rates are frozen, correct the WPA date range, use lower-case rate names as GOV.UK does, and remove em dashes. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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policyengine.py 6.2.6 certifies policyengine-uk-data 1.58.0 as the UK default; Microcosm UK is the replacement being built. Both derive the fields this page relies on in the same way. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The page reached main through #2386 (with d7ed288 and 1d94053) and its changelog line shipped in 2.143.0, so this drops the released .added fragment and corrects main's copy: - Microcosm UK is the certified default since policyengine.py 6.10.0; its main branch moved FRS code 9 to war_widows_pension_reported (microcosm#1333); uk-data still sums codes 6 and 9. The FRS labels code 6 "BSP / Widowed Parent's Allowance". - BSP lump sum only if claimed within 12 months (SI 2017/410 reg 3(2), (5)); "up to" 18 payments; higher-rate test per reg 4. - Remedial Order: Jackson (2020) for BSP; cohabitees bereaved 6 April 2017 to 29 August 2018 get fewer payments (reg 2(7)-(11)); BSP cohabitee eligibility covers deaths from 6 April 2017. - WPA: deaths before 6 April 2017 except a widow's husband before 9 April 2001 (s. 39A(1), (1A)); continuation per s. 39A(4)-(5); still uprated (£156.65, SI 2026/148 art 18); new claims still arise (3,400 under the Remedial Order, DWP July 2025). - Stat-Xplore carries BSP from April 2017; WPA there is unconfirmed. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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UK hub (Claude build session, for Max) Head: Read this first. The page is already on main through #2386 ( This branch now:
Against main, the diff is the page and the fragment. Suggested title on landing: "Correct the bereavement support plan". The plan is still worth having. BSP is still reported-only ( Claims checked (main
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| Claim | Verdict | Source |
|---|---|---|
bsp excerpt and reported-only status |
true | policyengine_uk/variables/gov/dwp/bsp.py:4-11 |
| Enhanced FRS "certified"; Microcosm "being built to replace it" | outdated: Microcosm UK has been the default since policyengine.py 6.10.0; repo tests still pin EFRS 1.58.1 | policyengine.py bundle manifest; tests/certified_dataset.yaml |
EFRS and Microcosm fill bsp_reported from codes 6 and 9 |
uk-data true (frs.py:1487-1489 isin((6, 9))). Microcosm true at 75167a68, but its main now uses benefit == 6 and puts code 9 in war_widows_pension_reported (frs_spine.py:1000-1007, commit bbd0cfdddf in microcosm#1333, merged 2026-10-22) |
gh api |
| "legacy widow's benefits" in code 6 | made precise: the FRS labels code 6 "Bereavement Support Payment / Widowed Parent's Allowance" and code 9 "War Widow's/Widower's Pension" | FRS 2021-22 benefits documentation (UKDS SN 9073), PENBEN3 and PENBEN5 |
| Code 9 split status (uk-data#578, microcosm#1222, #2381) | updated: done on Microcosm main; uk-data#578, microcosm#1222 and #2381 still open | issue states |
| Lump sum £2,500 / £3,500 | amounts true; added that it is paid only on a claim within 12 months | SI 2017/410 reg 3(2), (5) |
| "18 monthly payments" | fixed to "up to 18": all 18 only if claimed within 3 months; fewer if reaching State Pension age | https://www.gov.uk/bereavement-support-payment/what-youll-get |
| Higher rate: Child Benefit for a child living with them, or pregnant | widened to reg 4, which includes later entitlement for a child who lived with either partner | SI 2017/410 reg 4(2)-(4) |
| Remedial Order 2023 back to 30 August 2018 after McLaughlin | true; added Jackson [2020] EWHC 183 (Admin) for BSP | SI 2023/134 art 1(3) and Explanatory Note |
| "It didn't change the number of payments" | fixed: cohabitees bereaved 6 April 2017 to 29 August 2018 get 18 − Y payments | SI 2017/410 reg 2(7)-(11) ("W months … 18 less Y") |
bsp_higher_rate_eligible = "has a dependent child" |
fixed to the reg 4 test | as above |
| BSP held flat (SI 2026/148 art 19) | true (main already had this) | — |
| WPA "for deaths from April 2001 up to 5 April 2017" | fixed: deaths before 6 April 2017, except a woman's husband before 9 April 2001 | SSCBA 1992 s. 39A(1)(a), (1A) |
| WPA "continued for as long as … dependent child" | fixed: Child Benefit (or pregnancy) and under pensionable age; ends on a new partnership | s. 39A(4), (5) |
| WPA "was uprated annually" | tense fixed: still uprated, £156.65 from April 2026 | SI 2026/148 art 18(b) (£150.90 → £156.65) |
wpa_eligible rule |
fixed: date rule, contribution conditions, no new partnership, qualifying child | s. 39A(2) (Sch 3 Pt I para 5), (4)-(5) |
| "WPA has no new awards" | false: claims for deaths before 6 April 2017 are still possible; 3,400 successful WPA claims under the Remedial Order (Feb 2023 to Nov 2024) | DWP, published 14 July 2025 |
| FRS is a cross-section, not a panel | true | FRS background note (review agent) |
| "doesn't record when a partner died" | softened to "its benefits documentation shows no record": a full questionnaire check wasn't possible | — |
| Stat-Xplore BSP and WPA caseloads by age, sex and region | BSP true (back-series to April 2017); WPA on current Stat-Xplore unconfirmed, so the page now says "where DWP still publishes them" | DWP BSP statistics background and methodology |
| Open question: cohabitee eligibility "for deaths from" 30 August 2018 | fixed: deaths from 6 April 2017, with the reduced period before 30 August 2018 | Pensions Act 2014 s. 30(1)(aa); SI 2017/410 reg 2(7) |
Corrections: 15.
Uncertain
- The certified Microcosm cut of 19 October probably still sums code 9 into
bsp_reported. This is inferred from commit dates; I didn't read the private file. - Whether the FRS VAR2 "Wid" field could separate BSP from WPA within code 6 is unchecked.
- Northern Ireland BSP law (Pensions Act (NI) 2015 s. 29) is not covered by the page. That is a gap, not a false claim.
Full ledger: ~/reviews/uk-hub/jobs/docs-c2/b/1737-ledger.md.
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Holding this one out of the merge queue. #2573 (María's spousal maintenance, Widowed Parent's Allowance and related inputs) merged into main on 23 October at 17:24 UTC and edits this same page, and the branch now conflicts with main. Next step, for someone with push rights to this branch: merge main, then reconcile this PR's corrections with #2573's version of the page, in particular the wording on WPA new claims (closed to deaths from 6 April 2017, with later claims for earlier deaths) and the WPA variables: main now has 🤖 Generated with Claude Code |
Keeps #2573's account of the new Widowed Parent's Allowance variables (widowed_parents_allowance_reported and widowed_parents_allowance) and re-applies the corrections that still hold. Drops "the legacy WPA has no variable of its own", proposes replacing the adds of widowed_parents_allowance rather than adding it, notes that bsp_reported keeps CPI uprating until WPA also moves out, and cites GOV.UK for WPA being closed to deaths from 6 April 2017 while still taking new claims for earlier deaths. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Merged main in (2280c86) and kept #2573's WPA variables, dropping "WPA has no variable of its own", proposing a formula to replace the 🤖 Generated with Claude Code |
Summary
Corrects
docs/book/programs/gov/dwp/bereavement-support-plan.md. The page reached main through #2386, and #2573 has since addedwidowed_parents_allowance_reportedandwidowed_parents_allowance. This PR keeps #2573's account of those variables and applies the corrections that still hold:war_widows_pension_reported(microcosm#1333).bsp_reportedkeeps CPI uprating until code 9 and WPA are both moved out.Reconciled with #2573: dropped "the legacy WPA has no variable of its own", and Phase 2 now proposes replacing the
addsofwidowed_parents_allowancewith a formula rather than adding the variable.Changelog:
changelog.d/466-bereavement-support-corrections.changed.md.Test plan
🤖 Generated with Claude Code