diff --git a/changelog.d/winter-heating-legacy-couple-cases.changed.md b/changelog.d/winter-heating-legacy-couple-cases.changed.md new file mode 100644 index 0000000000..490a852162 --- /dev/null +++ b/changelog.d/winter-heating-legacy-couple-cases.changed.md @@ -0,0 +1 @@ +- Added Winter Fuel Payment and Pension Age Winter Heating Payment tests for couples on Income Support, income-based jobseeker's allowance and income-related employment and support allowance: couples of pensionable age, who get one payment, and couples whose claimant is under pensionable age, in the 2024 and 2025 qualifying weeks. diff --git a/policyengine_uk/tests/policy/baseline/gov/dwp/winter_fuel_payment/relevant_benefit_receipt.yaml b/policyengine_uk/tests/policy/baseline/gov/dwp/winter_fuel_payment/relevant_benefit_receipt.yaml index 37ebeebf31..220b4bbcd5 100644 --- a/policyengine_uk/tests/policy/baseline/gov/dwp/winter_fuel_payment/relevant_benefit_receipt.yaml +++ b/policyengine_uk/tests/policy/baseline/gov/dwp/winter_fuel_payment/relevant_benefit_receipt.yaml @@ -642,13 +642,13 @@ winter_fuel_allowance: 200 # A couple whose claimant is under pensionable age and whose partner is over -# it. Income-related ESA and income-based JSA are the claimant's own awards, -# paid to the claimant (the benefit-unit head here). Universal Credit is -# awarded to the couple jointly (WRA 2012 s.1(2)(b)) and paid into an -# account the joint claimants nominate (Universal Credit etc. (Claims and -# Payments) Regulations 2013 reg. 47(4)); reg. 47(6) pays it wholly to one -# member only by special arrangement. The lodger, aged 75, is in a benefit -# unit of their own and on no relevant benefit. +# it. Income Support, income-based JSA and income-related ESA are the +# claimant's own awards, paid to the claimant (the benefit-unit head here). +# Universal Credit is awarded to the couple jointly (WRA 2012 s.1(2)(b)) and +# paid into an account the joint claimants nominate (Universal Credit etc. +# (Claims and Payments) Regulations 2013 reg. 47(4)); reg. 47(6) pays it +# wholly to one member only by special arrangement. The lodger, aged 75, is +# in a benefit unit of their own and on no relevant benefit. - name: 2025 the partner of an income-related ESA claimant under pensionable age is paid at their own rate # The partner is not excluded: reg. 4(2)(a) needs the person the benefit is @@ -802,6 +802,265 @@ winter_fuel_payment: [0, 100, 100] winter_fuel_allowance: 200 +- name: 2025 the partner of an Income Support claimant under pensionable age is paid at their own rate + # As the ESA case above: Income Support is paid to the claimant, who has + # not reached pensionable age, so reg. 4(2)(a) does not exclude the + # partner. It is not paid to the partner, who lives with a person entitled + # (the lodger): reg. 3(2), £100. The lodger: reg. 3(2), £100. + period: 2025 + input: + people: + claimant: + age: 60 + is_benunit_head: true + partner: + age: 72 + is_benunit_head: false + lodger: + age: 75 + total_income: 20_000 + benunits: + couple: + members: [claimant, partner] + income_support: 1_000 + pension_credit: 0 + universal_credit: 0 + esa_income: 0 + jsa_income: 0 + lodger_unit: + members: [lodger] + pension_credit: 0 + households: + household: + members: [claimant, partner, lodger] + country: ENGLAND + output: + is_on_income_support: [true, false, false] + is_on_winter_fuel_payment_relevant_benefit: [true, false, false] + winter_fuel_payment_eligible: [false, true, true] + winter_fuel_payment: [0, 100, 100] + winter_fuel_allowance: 200 + +- name: 2024 the partner of an Income Support claimant under pensionable age is entitled through the couple + # Reg. 2(5) counts the claimant's Income Support for the partner, so reg. + # 2(2)(b) is met: reg. 3(c), £200. The lodger is on no relevant benefit: + # nothing. + period: 2024 + input: + people: + claimant: + age: 60 + is_benunit_head: true + partner: + age: 72 + is_benunit_head: false + lodger: + age: 75 + total_income: 20_000 + benunits: + couple: + members: [claimant, partner] + income_support: 1_000 + pension_credit: 0 + universal_credit: 0 + esa_income: 0 + jsa_income: 0 + tax_credits: 0 + lodger_unit: + members: [lodger] + pension_credit: 0 + tax_credits: 0 + households: + household: + members: [claimant, partner, lodger] + country: ENGLAND + output: + is_on_income_support: [true, false, false] + is_on_winter_fuel_payment_relevant_benefit: [true, true, false] + winter_fuel_payment: [0, 200, 0] + winter_fuel_allowance: 200 + +- name: 2025 the partner of an income-based JSA claimant under pensionable age, aged 81, is paid at their own rate + # JSA is paid to the claimant, under pensionable age, so reg. 4(2)(a) does + # not exclude the partner. It is not paid to the partner, aged 81, who + # lives with a person entitled under 80 (the lodger) and with no entitled + # person aged 80 (the claimant is not entitled): reg. 3(5), £200. The + # lodger, under 80, lives with a person entitled (the partner): reg. 3(2), + # £100. + period: 2025 + input: + people: + claimant: + age: 60 + is_benunit_head: true + partner: + age: 81 + is_benunit_head: false + lodger: + age: 75 + total_income: 20_000 + benunits: + couple: + members: [claimant, partner] + jsa_income: 1_000 + pension_credit: 0 + universal_credit: 0 + income_support: 0 + esa_income: 0 + lodger_unit: + members: [lodger] + pension_credit: 0 + households: + household: + members: [claimant, partner, lodger] + country: ENGLAND + output: + is_on_income_based_jsa: [true, false, false] + is_on_winter_fuel_payment_relevant_benefit: [true, false, false] + winter_fuel_payment: [0, 200, 100] + winter_fuel_allowance: 300 + +- name: 2024 the partner of an income-based JSA claimant under pensionable age, aged 81, is entitled through the couple + # Reg. 2(5) counts the claimant's JSA for the partner, so reg. 2(2)(b) is + # met: reg. 3(a), £300. The lodger is on no relevant benefit: nothing. + period: 2024 + input: + people: + claimant: + age: 60 + is_benunit_head: true + partner: + age: 81 + is_benunit_head: false + lodger: + age: 75 + total_income: 20_000 + benunits: + couple: + members: [claimant, partner] + jsa_income: 1_000 + pension_credit: 0 + universal_credit: 0 + income_support: 0 + esa_income: 0 + tax_credits: 0 + lodger_unit: + members: [lodger] + pension_credit: 0 + tax_credits: 0 + households: + household: + members: [claimant, partner, lodger] + country: ENGLAND + output: + is_on_income_based_jsa: [true, false, false] + is_on_winter_fuel_payment_relevant_benefit: [true, true, false] + winter_fuel_payment: [0, 300, 0] + winter_fuel_allowance: 300 + +# Couples of pensionable age on Income Support, income-based JSA or +# income-related ESA. Each award is the claimant's and is paid to the +# claimant, so is_on_income_support, is_on_income_based_jsa and +# is_on_income_related_esa are true only for the claimant (the benefit-unit +# head here), and the partner's exclusion has to be read from the couple. +# The model reads each award as entered, whatever the claimant's age. + +- name: 2025 an income-related ESA couple of pensionable age gets one payment + # ESA is paid to the claimant, who has reached pensionable age, so the + # partner is not entitled (reg. 4(2)(a)). The claimant, under 80 with a + # partner under 80: reg. 3(1), £200. + period: 2025 + input: + people: + claimant: + age: 70 + is_benunit_head: true + partner: + age: 72 + is_benunit_head: false + benunits: + couple: + members: [claimant, partner] + esa_income: 1_000 + pension_credit: 0 + universal_credit: 0 + income_support: 0 + jsa_income: 0 + households: + household: + members: [claimant, partner] + country: ENGLAND + output: + is_on_income_related_esa: [true, false] + is_on_winter_fuel_payment_relevant_benefit: [true, false] + winter_fuel_payment_eligible: [true, false] + winter_fuel_payment: [200, 0] + winter_fuel_allowance: 200 + +- name: 2025 an income-based JSA couple of pensionable age with a partner aged 81 gets one payment of £300 + # The partner is not entitled (reg. 4(2)(a)). The claimant, under 80, is + # paid JSA and lives with their partner aged 81: reg. 3(3), £300. + period: 2025 + input: + people: + claimant: + age: 70 + is_benunit_head: true + partner: + age: 81 + is_benunit_head: false + benunits: + couple: + members: [claimant, partner] + jsa_income: 1_000 + pension_credit: 0 + universal_credit: 0 + income_support: 0 + esa_income: 0 + households: + household: + members: [claimant, partner] + country: ENGLAND + output: + is_on_income_based_jsa: [true, false] + winter_fuel_payment_eligible: [true, false] + winter_fuel_payment: [300, 0] + winter_fuel_allowance: 300 + +- name: 2024 an Income Support couple of pensionable age gets one payment + # Both are entitled: the claimant to Income Support, the partner through + # the couple (reg. 2(5)). Once one member is paid the other is not + # entitled (reg. 4(1)(a)(i)); the model pays the claimant. Both under 80: + # reg. 3(c), £200. + period: 2024 + input: + people: + claimant: + age: 70 + is_benunit_head: true + partner: + age: 72 + is_benunit_head: false + benunits: + couple: + members: [claimant, partner] + income_support: 1_000 + pension_credit: 0 + universal_credit: 0 + esa_income: 0 + jsa_income: 0 + tax_credits: 0 + households: + household: + members: [claimant, partner] + country: ENGLAND + output: + is_on_income_support: [true, false] + is_on_winter_fuel_payment_relevant_benefit: [true, true] + winter_fuel_payment_eligible: [true, false] + winter_fuel_payment: [200, 0] + winter_fuel_allowance: 200 + # Pension Credit is paid to the claimant, who must have attained the # qualifying age (SPCA 2002 s.1(2)(b)). diff --git a/policyengine_uk/tests/policy/baseline/gov/social_security_scotland/pawhp.yaml b/policyengine_uk/tests/policy/baseline/gov/social_security_scotland/pawhp.yaml index df97cce57a..2d453a7a18 100644 --- a/policyengine_uk/tests/policy/baseline/gov/social_security_scotland/pawhp.yaml +++ b/policyengine_uk/tests/policy/baseline/gov/social_security_scotland/pawhp.yaml @@ -547,6 +547,162 @@ pension_age_winter_heating_payment: [0, 200, 0] pawhp: 200 +- name: 2024 the partner of an Income Support claimant under pensionable age is entitled through the couple + # Reg. 7(2) as made counts the claimant's Income Support for the partner: + # reg. 10(c) as made, £200. The lodger is on no relevant benefit: nothing. + period: 2024 + input: + people: + claimant: + age: 60 + is_benunit_head: true + partner: + age: 72 + is_benunit_head: false + lodger: + age: 75 + total_income: 20_000 + benunits: + couple: + members: [claimant, partner] + income_support: 1_000 + pension_credit: 0 + universal_credit: 0 + esa_income: 0 + jsa_income: 0 + tax_credits: 0 + lodger_unit: + members: [lodger] + pension_credit: 0 + tax_credits: 0 + households: + household: + members: [claimant, partner, lodger] + country: SCOTLAND + output: + is_on_income_support: [true, false, false] + is_on_pawhp_relevant_benefit: [true, true, false] + pension_age_winter_heating_payment: [0, 200, 0] + pawhp: 200 + +- name: 2025 the partner of an income-based JSA claimant under pensionable age, aged 81, is treated as entitled + # Reg. 10(8) as substituted by SSI 2025/282 treats the partner as entitled + # to a relevant benefit, so reg. 10(2) and (4)(a)(i): £305.10, even beside + # an entitled lodger. The lodger, under 80, on no relevant benefit and + # living with another entitled individual: reg. 10(5)(b), £101.70. Under + # SI 2025/969 the same household in England gets £300 (the partner £200, + # the lodger £100), because the 2025 Winter Fuel Payment asks whether JSA + # is paid to the partner. + period: 2025 + absolute_error_margin: 0.01 + input: + people: + claimant: + age: 60 + is_benunit_head: true + partner: + age: 81 + is_benunit_head: false + lodger: + age: 75 + total_income: 20_000 + benunits: + couple: + members: [claimant, partner] + jsa_income: 1_000 + pension_credit: 0 + universal_credit: 0 + income_support: 0 + esa_income: 0 + lodger_unit: + members: [lodger] + pension_credit: 0 + households: + household: + members: [claimant, partner, lodger] + country: SCOTLAND + output: + is_on_income_based_jsa: [true, false, false] + is_on_pawhp_relevant_benefit: [true, true, false] + pension_age_winter_heating_payment: [0, 305.10, 101.70] + pawhp: 406.80 + +# Couples of pensionable age on Income Support, income-based JSA or +# income-related ESA. Each award is paid to the claimant (the benefit-unit +# head here), so only the claimant is on it in their own right. The model +# reads each award as entered, whatever the claimant's age. + +- name: 2024 an income-related ESA couple of pensionable age with a partner aged 81 gets one payment of £300 + # Both are entitled: the claimant to ESA, the partner through the couple + # (reg. 7(2) as made). Once one member is paid the other is not entitled + # (reg. 9(1)(d) as made); the model pays the claimant. The claimant, under + # 80 with a partner aged 81: reg. 10(b) as made, £300. + period: 2024 + input: + people: + claimant: + age: 70 + is_benunit_head: true + partner: + age: 81 + is_benunit_head: false + benunits: + couple: + members: [claimant, partner] + esa_income: 1_000 + pension_credit: 0 + universal_credit: 0 + income_support: 0 + jsa_income: 0 + tax_credits: 0 + households: + household: + members: [claimant, partner] + country: SCOTLAND + output: + is_on_income_related_esa: [true, false] + is_on_pawhp_relevant_benefit: [true, true] + pawhp_eligible: [true, false] + pension_age_winter_heating_payment: [300, 0] + pawhp: 300 + +- name: 2025 an Income Support couple of pensionable age gets one payment + # Both are entitled (no relevant benefit condition from SSI 2025/282). Reg. + # 9(d) as substituted excludes a member of a couple "who is entitled to a + # relevant benefit" once the other member is paid; reg. 10(8) treats the + # partner as entitled only within reg. 10. The model reads reg. 9(d) as + # reaching the partner too, as reg. 7(2) did for the 2024 week and reg. 2A + # (SSI 2026/170) does from April 2026 (see pawhp_eligible): one payment, + # to the claimant. Both under 80: reg. 10(2) and (4)(b), £203.40. + period: 2025 + absolute_error_margin: 0.01 + input: + people: + claimant: + age: 70 + is_benunit_head: true + partner: + age: 72 + is_benunit_head: false + benunits: + couple: + members: [claimant, partner] + income_support: 1_000 + pension_credit: 0 + universal_credit: 0 + esa_income: 0 + jsa_income: 0 + households: + household: + members: [claimant, partner] + country: SCOTLAND + output: + is_on_income_support: [true, false] + is_on_pawhp_relevant_benefit: [true, true] + pawhp_eligible: [true, false] + pension_age_winter_heating_payment: [203.40, 0] + pawhp: 203.40 + - name: The Winter Fuel Payment is not paid in Scotland from 2024 # SI 2024/869 and SI 2025/969 extend to England and Wales only. period: 2025