Correct the historical pension-age Housing Benefit capital threshold #2208

Summary

Approved plan A3 corrects the date history of the ordinary pension-age Housing Benefit tariff threshold: £6,000 under the original 2006 rules, rising to £10,000 on 2 November 2009. The current £10,000 amount is retained. Three files, no new inputs, no consumer or capital-mapping changes. Original pension-age income and capital assessment (Original regulation 29: £6,000 ordinary and £10,000 residential thresholds); 2009 capital threshold amendment (Regulations 1 and 5: ordinary pension-age threshold raised to £10,000 from 2 November 2009)

Audited model surface

• Audited release: policyengine-uk 2.106.1
• Audit unit: parameter:gov.dwp.housing_benefit.means_test.capital.pension_age.tariff_income.threshold
• Last model modification: 2026-04-12
• Explicitly reviewed units:
  • parameter:gov.dwp.housing_benefit.means_test.capital.pension_age.tariff_income.threshold — last model modification: 2026-04-12
• Audit date: 2026-10-09
• Periods reviewed: 2006 introduction; immediately before/at 2 November 2009; current £10,000
• Jurisdictions: Great Britain

Findings and implementation parts

1. The existing parameter incorrectly dates the £10,000 ordinary threshold from 2006.

Sources: Original pension-age income and capital assessment (Original regulation 29: £6,000 ordinary and £10,000 residential thresholds); 2009 capital threshold amendment (Regulations 1 and 5: ordinary pension-age threshold raised to £10,000 from 2 November 2009)

• Correct the dated threshold values, attach primary-source citations beside each, add direct parameter-history regressions and a changelog. No new inputs. Original pension-age income and capital assessment (Original regulation 29: £6,000 ordinary and £10,000 residential thresholds); 2009 capital threshold amendment (Regulations 1 and 5: ordinary pension-age threshold raised to £10,000 from 2 November 2009)
  • Add or update reference at policyengine_uk/parameters/gov/dwp/housing_benefit/means_test/capital/pension_age/tariff_income/threshold.yaml → values.2006-04-10.reference and values.2009-11-02.reference using Original pension-age income and capital assessment (Original regulation 29: £6,000 ordinary and £10,000 residential thresholds); 2009 capital threshold amendment (Regulations 1 and 5: ordinary pension-age threshold raised to £10,000 from 2 November 2009).

Uncertainties and exclusions

Ordinary pension-age threshold only; no residential-exception input, capital valuation or ownership changes. Existing #1969/#1974/#2131/#2201 own those separate capital changes. Pre-2015 household calculations are not made available by this parameter-history correction.