Replace generic child and adult flags with each programme's legal definitions

[MaxGhenis]

Summary

UK law has no single definition of a child or an adult. Child Benefit, Universal Credit, tax credits, Pension Credit, the legacy means-tested benefits, the childcare schemes and student support each define their own, and statistics follow the Households Below Average Income (HBAI) definitions. The model used two generic flags instead, is_child (age < 18) and is_adult (age >= 18), plus about twenty variables built on them (num_children, num_adults, family_type, relation_type, is_married, child_index, the eldest/youngest ages, ...). This PR stops the model from reading any of them. Every use now reads the programme's own legal definition, an explicit age predicate where the rule really is age-only, or a variable named for its HBAI definition.

The age-18 split was also wrong in ways that changed results. The clearest case: a lone parent living with an 18-year-old still at school counted as a married couple on every measure (two people aged 18+), so the parent got the couple Pension Credit rate, WTC couple element and couple HB/CTR allowances, and £1,260 of Marriage Allowance transferred from their child. A 17-year-old living alone counted as a "couple" and a "lone parent" at once, with themselves as the child.

Design

Naming rule (from Max): programme rules use the programme's legal definition; anything defined the way HBAI defines it has hbai in its name.

HBAI (statistics only): is_hbai_dependent_child, is_hbai_adult, is_hbai_working_age_adult, is_hbai_pensioner, hbai_person_type (dependent child / working-age adult / pensioner, for poverty-by-group outputs), and the equivalence-scale child bands is_hbai_child_under_14 / is_hbai_child_aged_14_or_over. Source: HBAI background information and methodology FYE 2025, glossary. A dependent child is under 16, or 16-19, unpartnered, living with parents or a responsible adult, and in full-time non-advanced education or unwaged government training. Datasets should supply is_hbai_dependent_child directly (it is the FRS child-table record); the formula is a calculator fallback (see "Flagged assumptions").

Legal concepts shared across programmes: is_claimant_or_partner, the single adult or couple a benefit unit is formed around (SSCBA 1992 s.137(1) "family"; WRA 2012 ss.39-40; SPCA 2002 s.17; TCA 2002 s.3). Datasets can supply it. Otherwise the claimant is the benefit-unit head (or the eldest adult if the head is not an adult) and the partner at most one other HBAI adult (is_hbai_adult): a member flagged is_parent if there is one, else the eldest other adult who is not presumed the claimant's child. When the claimant is not flagged as a parent but two other members are, those two are the couple. A member under 20 and at least 16 years younger than the claimant is presumed to be their child (a PolicyEngine presumption for households entered without relationships, held as parameters and labelled as such). The HBAI dependency is visible, not hidden, and a benefit unit never has more than two claimants or partners. relation_type / is_couple / is_single now mean "the claimant has a partner" (the statutory "couple" is defined the same way across these Acts). is_lone_parent and is_single_person now follow IS Regs 1987 reg 2, HB Regs 2006 reg 2 and CTR (E) Regs 2012 reg 2, so lone parent, single person and couple are mutually exclusive; before, relation_type and family_type counted adults differently and HB/CTR could add a single and a couple allowance together. is_uc_claimant delegates to is_claimant_or_partner.

Programme definitions: existing child/QYP variables for Child Benefit, UC, CTC and Pension Credit; new is_responsible_for_child_or_qualifying_young_person_for_universal_credit, ..._for_child_tax_credit, is_child_or_young_person_for_legacy_benefits (IS, JSA(IB), ESA(IR), HB and CTR: under 16, or a Child Benefit qualifying young person) and is_responsible_for_child_or_young_person_for_legacy_benefits, is_child_for_working_tax_credit_childcare_element (SI 2002/2005 reg 14(3)-(4)), is_dependent_child_for_student_support (SI 2011/1986 reg 42), is_responsible_for_child_or_young_person_for_uc_or_housing_benefit (the benefit cap and LHA category serve both schemes: UC regs 4-5, HB reg 19), eldest_claimant_or_partner_age / youngest_claimant_or_partner_age.

Deprecated shims: is_child, is_adult, num_children, num_adults, benunit_count_children, benunit_count_adults, eldest_child_age, youngest_child_age, eldest_adult_age, youngest_adult_age, child_index, is_eldest_child, is_benunit_eldest_child, the six num_*disabled_{children,adults}, family_type, is_WA_adult, is_young_child, is_older_child. They keep their exact age-18 formulas and are labelled deprecated. They stay because downstream code still reads them: policyengine.py requests is_child/is_adult as default UK output columns; policyengine-uk-data uses them in calibration targets and imputation predictors; at least eight analysis repos with floating pins read them. Nothing inside policyengine-uk reads them any more, and tests/code_health/test_no_generic_child_adult_flags.py enforces that. Downstream migration: PolicyEngine/policyengine.py#537 (UK output columns, HBAI poverty groups, cliff denominator) and PolicyEngine/policyengine-uk-data#486 (supply is_hbai_dependent_child from the FRS; move calibration targets and imputation predictors onto the definitions of their own statistics).

Impact

Enhanced FRS 2024-25 (policyengine-uk-data 1.57.4, file sha256 03fe15e4...). This branch (dd8e98f8, which merges main 7b9fc379) against main 7b9fc379. Every aggregate computed is listed, with no omission threshold. Each changed benefit unit is assigned to the first matching mechanism, in the order listed below; every changed benefit unit matches one, and none is left unexplained. Scripts and saved outputs (with commit SHAs and the dataset hash) are listed at the end of this section.

Aggregates, £m (mechanisms from the 2026 decomposition)

Programme	2024	2026	2029	2026 by mechanism
Pension Credit	-108.7	-109.4	-96.7	severe disability couple rule -112.7; claimant structure +3.3
Pension Credit recipients (thousands)	-70.6	-68.4	-57.7
Universal Credit	+5.3	+19.8	+241.7	LHA disability exception +50.2; household capital split +19.1; claimant structure -49.5
Targeted childcare (2-year-old offer)	-39.2	-47.0	-45.2	phantom Guarantee Credit passport -43.1; claimant structure -2.9; severe disability rule -1.0
Marriage Allowance (allowance transferred)	-28.0	-23.7	-23.2	claimant structure: no transfer from a child (19,800 fewer recipients in 2026)
Housing Benefit	-17.6	-19.9	-23.0	severe disability rule (Guarantee Credit lost, so HB's capital passport goes) -10.0; phantom Guarantee Credit passport -7.9; claimant structure -2.1
Extended childcare	+8.9	+16.0	+17.3	claimant structure: a 19-year-old at school no longer faces the parents' work and income test
Income tax	+4.2	+3.4	+3.3	claimant structure: the Marriage Allowance change
Income Support	-65.5	0.0	0.0	2024, claimant structure: almost all of it one survey record, a lone parent with an 18-year-old at school whom main treated as a couple
Council Tax Reduction	+0.6	+0.7	0.0	severe disability rule: for savings-credit-only Pension Credit cases CTR assesses income as Pension Credit income plus the savings credit paid, so losing savings credit raises CTR slightly
Benefit cap reduction, Tax-Free Childcare, universal childcare, Child Benefit, Care to Learn, Childcare Grant, Parents' Learning Allowance, Adult Dependants' Grant, ESA(IR), JSA(IB), WTC, CTC	0.0	0.0	0.0
Government balance	+250.4	+157.1	-80.2	household net income moves by the opposite amount

The government balance changes sign in 2029 because of the single-record UC change described below.

The mechanisms, in the order they are assigned (2026 counts):

1. Claimant structure (34,500 benefit units; 189 records): who the claimant and partner are. A dependent 18- or 19-year-old is no longer a partner, so a lone parent is no longer a couple. A pensioner couple with a teenager at school claims Pension Credit as a couple with a qualifying young person, not Universal Credit (main also counted the teenager's own disability benefit towards the couple's severe disability addition). Members who are neither claimant, partner nor the programme's child or young person no longer count in the UC, HB, IS, tax credit and CTR means tests; in the FRS every such benefit unit already falls under this mechanism.
2. Severe disability couple rule (79,700 benefit units; 98 records): SPC Regs Sch I para 1(1)(b)-(c). A couple where one partner receives Attendance Allowance, DLA care or PIP daily living and the other is not blind is not severely disabled; main paid the addition (£86.05 a week) per qualifying member. About 84,000 benefit units that receive Pension Credit on main lose the addition, and about 71,000 of them lose Pension Credit entirely. The FRS has no blindness variable, so head (c) (one partner qualifying, the other blind) never applies in the microsimulation.
3. LHA disability exception (19,400; 14 records): UC Sch 4 para 29(5). Single renters under 35 receiving PIP daily living, AA or DLA care move from the shared accommodation rate to the one-bedroom rate.
4. Household capital split (21,800; 22 records): unobserved household capital is shared among the household's claimants and partners, so a change of claimants anywhere in the household moves each benefit unit's share. Mostly this is a 16- or 17-year-old heading their own benefit unit now counting as a claimant. In a few households of young adults it is an 18- or 19-year-old who stopped being a claimant. The allocation is a PolicyEngine convention (flagged below).
5. Phantom Guarantee Credit passport (9,700; 34 records): main computed Guarantee Credit for families not eligible for Pension Credit, which passported working-age families into the targeted childcare offer and mixed-age couples into Housing Benefit's capital disregard.

Single-record sensitivity. In 2029 Universal Credit rises £241.7m, and one survey record accounts for more than the whole rise: a lone-parent family whose share of the household's capital drops under the UC capital limit once that capital is split with a 16- or 17-year-old heading their own benefit unit in the same household. In 2026 the same split raises the family's UC only slightly.

Benefit-unit structure (weighted thousands, 2024 / 2026 / 2029): couples -486.3 / -491.6 / -497.6; lone parents -347.0 / -350.9 / -355.1; single persons +383.2 / +387.5 / +392.2. is_married is unchanged because the FRS supplies it.

Poverty, 2026, percentage points. "Aged under 18" is an age band; the HBAI groups use this branch's hbai_person_type applied to the same people in both runs (main has no such variable).

Measure	All	Aged under 18	HBAI dependent child	HBAI working-age adult	HBAI pensioner
Absolute BHC	+0.020	+0.011	+0.012	+0.013	+0.051
Absolute AHC	-0.072	-0.239	-0.180	-0.060	+0.020
Relative BHC	+0.011	-0.006	-0.001	-0.003	+0.073
Relative AHC	+0.013	+0.000	+0.000	-0.015	+0.128

• The child absolute AHC fall (-0.24 points aged under 18, -0.18 points HBAI) is that same single survey record crossing the line. It is the same in 2024 and 2029.
• 2024 relative AHC pensioner poverty rises 0.82 points (all people +0.14). That is one survey record: a pensioner couple losing the severe disability addition and falling below the 2024 line. In 2029 the pensioner change is +0.06 points.
• 2029 absolute BHC falls 0.22 points for under-18s (0.17 for HBAI dependent children), again that single record (the capital split above).
• Every other group and measure in 2024 and 2029 moves by less than 0.08 points.

HBAI-group rates on this branch (2026, relative AHC): dependent children 32.21%, working-age adults 22.12%, pensioners 17.08%.

Reproduction (review folder, not in the repo):

• impact2.py runs a snapshot, recording the commit, dirty files, package versions and dataset hash.
• compare2.py compares two snapshots record by record.
• decomp_snapshot.py and decompose.py attribute each changed benefit unit to its first matching mechanism.
• diag2.py produces record-level diagnostics, kept local and not published.
• dynamics_parity.py checks the dynamics helper against the old shims on the full survey: 0 mismatches among 113,620 people in each of 2024, 2026 and 2029.

Earlier impact figures in this PR's history came from older heads and are superseded.

Audit: every use site

Each row: where the model read a generic flag (or a variable built on one), the legal definition that governs it, the citation (all fetched from legislation.gov.uk or gov.uk while doing this work), and whether results change. "Edge" means only unusual household structures move.

Benefit-unit structure (shared)

Use site	Legal definition now used	Citation	Behaviour change
is_claimant_or_partner (new; replaces "is an adult" as the claimant/partner test)	The claimant and, if any, one partner; never more than two. Datasets supply it or the benefit-unit head plus one partner is inferred (an identified parent, else the eldest other adult not presumed the head's child: under 20 and 16+ years younger)	SSCBA s.137(1), WRA 2012 ss.39-40	Yes (calculator): an 18- or 19-year-old entered without relationships is the parent's child, not a third claimant; the age presumption is a PolicyEngine convention (flagged)
relation_type, is_couple, is_single (read by PC, WTC, TFC, HB, CTR, IS, premiums, DfE grants)	Couple = the claimant has a partner (two claimants or partners in the benefit unit)	SSCBA s.137(1), WRA 2012 s.39, SPCA 2002 s.17, TCA 2002 s.3	Yes: lone parent + 18/19-year-old dependant is single; a 16/17-year-old living alone is single
is_lone_parent, is_single_person	No partner, and responsible / not responsible for a child or young person	IS reg 2, HB reg 2, CTR (E) reg 2	Yes: now mutually exclusive with is_couple
is_married (fallback only; FRS supplies it)	Couples presumed married (flagged)	ITA 2007 s.55C	Calculator only
marital_status (fallback only)	Only the spouses are married, not their children	ITA 2007 s.55C	Calculator only
is_uc_claimant	Claimant or partner (is_claimant_or_partner)	WRA 2012 s.40, UC reg 3	Edge: an 18/19-year-old in non-advanced education who fails a UC QYP limb is a dependant, not a partner; without relationship inputs, an 18/19-year-old at least 16 years younger than the head is not a joint claimant (is_uc_claimant.yaml Case 6)
adult_index	Explicit rank among household members aged 18 or over (modelling index; no law)	n/a	No
household_equivalisation_bhc/ahc	HBAI modified OECD scale over HBAI adults and dependent children	HBAI FYE 2025 Table 4	Only households with no one aged 18+ (lone 17-year-old: 1.00 to 0.67 BHC)

Universal Credit

Use site	Legal definition now used	Citation	Behaviour change
is_uc_eligible (read is_WA_adult)	Age basic conditions apply to claimants: 18+ (16+ in observable reg 8 cases) and below pension age; mixed-age couples kept	WRA 2012 ss.3-4, UC regs 3, 8	Yes: a 17-year-old lone parent can claim; pensioners whose only working-age member is a dependant cannot
uc_childcare_work_condition	Claimant and partner in paid work	UC reg 32	Yes: a non-working 18-year-old dependant no longer blocks it
uc_assessable_capital, household_uc_unreported_adults (renamed household_uc_unreported_claimants)	Capital of claimants and partners (allocation of unobserved household capital is a PE convention)	WRA 2012 s.5, UC reg 18	Yes (allocation shares)
is_uc_work_allowance_eligible	Responsible for a child or QYP (new shared variable)	UC reg 22	No
uc_individual_child_element (local named child_index)	Already uc_child_index; local renamed	UC reg 24	No
benefit_cap (read num_adults, num_children)	Single rate: no partner and not responsible for a child or young person. One cap serves UC (child/QYP, including every 16-year-old until the September after their birthday) and HB (child/young person as for Child Benefit), so the family rate applies if either test is met	UC reg 80A, UC reg 5, HB reg 75CA, HB reg 19	Yes: a 16/17-year-old claiming alone gets the single cap
LHA_category (read is_child, is_adult)	Shared accommodation rate: single renter under 35, no child or young person (UC or HB test), no non-dependant, and not an excepted person receiving AA, DLA care (middle/highest) or PIP daily living (para 29(5))	UC Sch 4 paras 27-29, HB reg 13D	Yes (edge): non-disabled 16/17-year-olds living alone get the shared rate; disabled renters under 35 are excepted (they were not before, at any age 18+); co-resident 16/17-year-old claimants count as non-dependants

Pension Credit

Use site	Legal definition now used	Citation	Behaviour change
is_pension_credit_eligible (read is_adult)	Every claimant or partner at State Pension age	SPCA 2002 ss.1, 4(1A)	Yes: pensioners with an 18/19-year-old at school become eligible
standard_minimum_guarantee, savings_credit, is_savings_credit_eligible (read relation_type)	Claimant with / without a partner	SPCA s.2(5), SPC regs 6, 7	Yes: single rates for a pensioner living with an 18/19-year-old
severe_disability_minimum_guarantee_addition (read is_adult)	Single claimant with a qualifying benefit and no carer benefit paid for them; a couple where both qualify (double amount with no carer benefit, single amount with one) or one qualifies and the other is blind; children and QYPs ignored	SPC Sch I paras 1-2, SPC reg 6(5)	Yes: a child no longer vetoes the addition; a dependant's benefit no longer adds one; a couple where only one partner qualifies and the other is not blind no longer gets it; a carer benefit for one of two qualifying partners now leaves the single amount instead of nil
carer_minimum_guarantee_addition	Claimant or partner who is a carer	SPC Sch I para 4	Yes (edge)
pension_credit_income, pension_credit_earnings, savings_credit_income	Claimant's income includes the partner's, not the children's	SPCA s.5, SPC reg 9	Yes
guarantee_credit	Part of State Pension Credit: zero unless PC-eligible	SPCA ss.1-2	Yes: working-age families no longer passported into targeted childcare, and mixed-age couples into HB, by a phantom Guarantee Credit
child_minimum_guarantee_addition (local named is_child)	Already PC child/QYP; local renamed	SPC Sch IIA	No

Tax credits

Use site	Legal definition now used	Citation	Behaviour change
WTC_lone_parent_element (read family_type)	Single claim, responsible for a child or QYP (CTC rules)	WTC reg 12, CTC reg 3	Yes
WTC_couple_element (read relation_type)	Joint claim by a couple	WTC reg 11	Yes
is_WTC_eligible (read family_type, num_disabled_adults, eldest/youngest adult age)	Reg 4 routes on the claimant(s): lone parent 16 h, couple with children 24 h, 25+ at 30 h, disabled claimant	WTC reg 4	Yes
WTC_disabled_element (read is_adult)	Disabled claimant or joint claimant working 16 h	WTC reg 9	Yes
WTC_severely_disabled_element (read num_severely_disabled_adults)	Severely disabled claimant or joint claimant	WTC reg 17	Yes
WTC_childcare_element (read num_children)	Child until the September after their 15th birthday (16th if disabled)	WTC reg 14(3)-(4)	Yes

Legacy means-tested benefits (IS, JSA(IB), ESA(IR), HB, CTR)

Use site	Legal definition now used	Citation	Behaviour change
is_child_or_young_person_for_legacy_benefits (new; read by is_lone_parent and the legacy child amounts)	Child = under 16, young person = CB QYP; not the claimant or partner; not a child placed by a local authority	SSCBA s.137, IS regs 14, 16(4), HB regs 19, 21(3)	Yes (edge): a foster or looked-after child no longer makes the carer a lone parent
housing_benefit_eligible (pension-age route added on main by #1901, read is_adult)	New claims only where the claimant and any partner have reached the qualifying age for State Pension Credit	SI 2014/1230 reg 6A(4)	Yes (edge): a pensioner living with an 18- or 19-year-old dependant can claim HB (and so not UC)
uc_earned_income, uc_unearned_income, housing_benefit_applicable_income, income_support_applicable_income, tax_credits_applicable_income, council_tax_reduction_applicable_income (summed every member)	The claimant's and partner's income; the model also keeps counting the programme's own children and young persons, as before (flagged)	UC reg 22, HB reg 25, IS reg 23, TCA s.7, CTR (E) Sch 1 para 11	Yes (edge): a member who is neither claimant, partner nor the programme's child or young person no longer counts
income_support_applicable_amount	Personal allowances by the claimant's and partner's ages; child = under 16, young person = CB QYP	IS Sch 2 para 1, IS reg 14	Yes (the under-18 rates were unreachable)
income_support_eligible	Lone parent with a child under 5	IS Sch 1B para 1, SSCBA s.137	Edge
income_support_applicable_income, housing_benefit_applicable_income_disregard	Lone parent / couple / single disregards, mutually exclusive	IS Sch 8, HB Sch 4	Yes: no stacked disregards
housing_benefit_applicable_amount, council_tax_reduction_applicable_amount	Claimant's and partner's ages	HB Sch 3 para 1, CTR (W) Sch 7	Edge
housing_benefit_applicable_income_childcare_element	Children until the September after their 15th birthday (16th if disabled)	HB regs 27-28	Yes
council_tax_reduction_household_has_non_dep_exemption	Applicant or partner, not a dependant	CTR (E) Sch 1 para 8	Yes
IS, JSA, ESA, HB *_assessable_capital	Capital of the claimant and partner; children's capital excluded (allocation is a PE convention)	IS reg 23, JSA reg 88, ESA reg 83, HB reg 25	Yes (allocation shares)
disability_premium, enhanced_disability_premium, severe_disability_premium	Claimant or partner meets the condition	IS Sch 2 paras 11-14, HB Sch 3 paras 12-16	Yes: a disabled 18/19-year-old dependant no longer triggers the adult premium

HMRC and reforms

Use site	Legal definition now used	Citation	Behaviour change
marriage_allowance, partners_unused_personal_allowance (read is_adult)	Election between spouses or civil partners	ITA 2007 ss.55B-55C	Yes: no transfer from a child's unused allowance
tax_free_childcare_work_condition (read is_adult)	The person applying and their partner, aged 16+	CPA 2014 ss.3, 6, SI 2015/448 regs 3, 9	Yes: a child's work no longer satisfies it; a non-working 17-year-old lone parent is not a "couple"
adult_index_cg (read is_adult)	Explicit age-18 rank (modelling budget; CGT has no age condition)	TCGA 1992 s.1	No
CPS marriage reforms (is_adult, marital_status, child-age test)	Spouses only; child under the parameter age	reform	Reform only

DfE

Use site	Legal definition now used	Citation	Behaviour change
care_to_learn_eligible (read is_child)	The parent gets Child Benefit for the child (never themselves)	ESFA conditions of grant (guidance), SSCBA s.142	Edge
childcare_grant_child_eligible (defined_for is_child)	Dependent child of the student under 15 (17 with SEN)	SI 2011/1986 regs 42, 45	No
parents_learning_allowance_dependent_children (read is_child)	Dependent children, no age limit	SI 2011/1986 regs 42, 46	Yes: an 18-year-old dependant at school counts
extended_childcare_entitlement_eligible (read is_child)	Income test on the parent and partner only	Childcare Act 2016 s.1, SI 2022/1134 regs 14-15	Yes
maintenance_loan_has_sponsor, maintenance_loan_sponsor_income (read is_adult)	Redundant with the existing age >= 29 sponsor heuristic	SI 2011/1986 Sch 4	No

Modelling code (no law governs these)

Use site	Now	Behaviour change
attends_private_school (read is_child)	age_under_18 explicit age band	No
private_school_vat (local num_children)	Renamed num_private_school_pupils	No
dynamics/participation.py, progression.py (read benunit_count_children, youngest_child_age, benunit_count_adults)	Explicit age-18 composition helper (dynamics/demographics.py), identical for all 113,620 FRS people	No

Flagged assumptions (kept at current behaviour or proxied, not silently)

• HBAI dependent child, calculator fallback. Datasets should supply is_hbai_dependent_child from the FRS child table (Supply is_hbai_dependent_child from the FRS and move targets and imputations off the deprecated is_child/is_adult policyengine-uk-data#486). Without it:
  • a 16- or 17-year-old who is neither the benefit-unit head nor an identified parent is treated as a dependant whatever their education inputs (the FRS puts non-dependent 16-17-year-olds in their own benefit unit; this keeps the old age-18 treatment);
  • an 18- or 19-year-old in non-advanced education or approved training is a dependant only if the benefit unit has an identified parent (is_parent, aged 16+). Without one the model cannot tell a dependant from a partner and keeps treating them as an adult (for example a 24-year-old and a 19-year-old in sixth form stay a couple: claimant_relationships.yaml Case 7).
• is_married fallback presumes couples are married; the FRS supplies the real value.
• One benefit cap and one LHA category serve both UC and HB, so their family rates apply if either scheme's child or young-person test is met (UC regs 4-5, with every 16-year-old counted for the reg 5(1)(a) window; HB reg 19). A UC-only family whose 19-year-old is past UC's terminal date therefore keeps the family rate, as on main. Routing each scheme to its own test would expose the unmodelled Child Benefit leaver extension and underpay HB families. The LHA non-dependant proxy counts any other claimant or partner in the household and does not identify joint tenants, lodgers or landlords; of the UC Sch 4 para 29 exceptions only the disability benefits (para 29(5)) are observed.
• is_claimant_or_partner presumes that a member under 20 and at least 16 years younger than the benefit-unit head is the head's child, not their partner, when relationships are not supplied (parameters household.demographic.benefit_unit.presumed_child). A 19-year-old partner of a 36-year-old entered without is_claimant_or_partner is therefore treated as their child; supply the flag to override.
• Pension Credit severe disability addition: the person cared for is not observed, so each carer benefit paid in the benefit unit is taken to be for a different claimant or partner, never for its own recipient. The FRS has no blindness input, so head (c) applies only to calculator households.
• UC, HB, IS, tax credit and CTR means tests still count the programme's own children's and young persons' income, as main did. The regulations count only the claimant's and partner's (UC reg 22, HB reg 25(3), IS reg 23(1), TCA s.7, CTR (England) Sch 1 para 11). Dropping it now would raise UC by about £4.8bn in 2026 (the saved trial run at 9b135036), because some survey records give children adult-level incomes, so it waits for a data fix. Members outside the programme's family no longer count, in either income or the hours behind the Housing Benefit worker disregard.
• A benefit-unit member who is neither claimant, partner nor the programme's child or young person no longer counts in the means tests, but is not treated as a non-dependant either: non-dependant deductions look only at other benefit units. The FRS puts non-dependants in their own benefit units, so this arises only for households entered in the calculator.
• Without relationship inputs, an adult of 20 or over who is not flagged as a parent can be the partner, so a lone parent entered with an adult child aged 20+ is treated as a couple, as on main.
• UC reg 8 limbs (e)-(g) and the reg 8(2) care-leaver exclusion are not observable; limbs (a)-(d) use proxies (LCWRA for LCW; is_carer_for_benefits; a claimant with a UC child).
• Capital allocation across benefit units (IS, JSA, ESA, HB, UC) remains a PolicyEngine convention; only the owner set (claimant and partner) is legal.
• Not fixed here, now in follow-up tasks: the Pension Credit severe disability household non-dependant bar, reg 4A terminal dates, the SI 2019/37 art 4 saving and the Savings Credit 6 April 2016 date (a follow-up branch is already stacked on this one); the UC reg 5(1)(a) unconditional QYP route for 16-year-olds in the UC child element (the cap and LHA category already count it); IS Sch 1B "under 5" (the model keeps <= 5); WTC/HB childcare caps uprated instead of fixed at £175/£300; WTC disabled element once per couple; State Pension age rise to 67; employer NI above State Pension age; DfE scheme gaps (Care to Learn per child, extended childcare 9-month and partner routes, maintenance loan age-25 test, TFC disability list); cliff_evaluated for under-18s.

Invariants (property-based and differential tests)

policyengine_uk/tests/test_child_and_adult_definitions_properties.py (exhaustive over 6,656 combinations of age 0-25, every education status, head/parent/approved-training/own-benefit/looked-after flags, plus 1,728 boundary cases and four Hypothesis properties):

1. Statute conformance. The CB, UC, CTC and PC child predicates are exactly "under 16"; their QYP predicates match the age/education/entry conditions the model encodes; the legacy child-or-young-person is the CB child/QYP minus the claimant, the partner and children placed by a local authority; the HBAI fallback and the claimant-or-partner presumption follow their documented rules; the WTC childcare child follows reg 14(3)-(4); the student-support dependent child is every non-claimant member.
2. Partitions and bounds. hbai_person_type puts everyone in exactly one group. Any benefit unit (arbitrary ages, education, parent flags and head position) has at most two claimants/partners, all HBAI adults, and at least one exactly when it has an HBAI adult; a family of one or two adults (20+) plus dependants has exactly its adults. Couple/single, and couple/lone parent/single person, partition benefit units; a head aged 16+ is a claimant or partner unless two other members are flagged parents and the head is not.
3. Differential. All 23 deprecated shims keep their age-18 formulas (including sentinels and tie-breaks), and wherever the rule stays age-only (attends_private_school, adult_index, adult_index_cg, the labour-supply groups) the explicit age_under_18 predicate agrees with the old flags for every input. The dynamics helper reproduces the old shim values for all 113,620 people in the enhanced FRS (1.57.4) in 2024, 2026 and 2029 (dynamics_parity.py, 0 mismatches, output saved).
4. Monotonicity. Adding a child under 16 never changes who the claimant and partner are.
5. Housing Benefit (test_housing_benefit_pension_age_properties.py, from Let pension-age families make new Housing Benefit claims #1901, now on the claimant and partner): 0 <= HB <= rent, within the LHA cap, never with UC, never to non-renters or above the capital limit; in calculator mode a family is eligible exactly when the claimant and any partner are over State Pension age, it rents and its capital is within the limit (dependants aged 18 or 19 do not count); in dataset mode HB goes only to reported claimants; would_claim_uc never changes a pension-age family's HB; HB is non-increasing in private pension income. This property found that a parent flag on an under-16 turned an older student into a dependant; an identified parent must now be 16+ (the minimised counterexample is a regression test).
6. Means-test income (test_means_test_income_properties.py): giving income to a member who is neither claimant, partner nor any programme's child or young person never changes UC earned or unearned income, or HB, IS, tax credit, CTR or Pension Credit income.

Plus tests/code_health/test_no_generic_child_adult_flags.py: no model, reform or dynamics file reads a deprecated name, every shim is still defined and labelled deprecated.

Tests

• Every YAML test that set is_child or is_adult as an input now sets ages and the programme inputs instead (134 lines across 12 files; 75 dead is_child/child_index inputs removed from the Scottish two-child-limit test).
• New example tests for every behaviour change, with the arithmetic from the regulations in comments. Across the 48 changed or new YAML files: 440 cases, all passing on this branch; 182 of them fail on main 7b9fc379 (the deliberate changes and new variables). before_after.py in the review folder runs each case on both.
• Local runs after merging main 7b9fc379 (head 207e225c): policyengine-core test policyengine_uk/tests/policy, 1,560 passed. pytest policyengine_uk/tests except the microsimulation directory: 2,059 passed and 3 failed; the three were property tests merged from Disregard guarantee credit recipients' income and capital in pensioner council tax reduction #1909 and Count contributory ESA, Maternity Allowance, industrial injuries benefit and capped Carer Support Payment as UC unearned income #1958 whose generated couples needed explicit claimant and partner inputs, now fixed and passing. The microsimulation reform-impact regressions are left to CI.
• Tests merged from main that this branch updates: three council_tax_reduction_pension_credit.yaml assertions now expect no guarantee credit for families not eligible for Pension Credit, and the Disregard guarantee credit recipients' income and capital in pensioner council tax reduction #1909 and Count contributory ESA, Maternity Allowance, industrial injuries benefit and capped Carer Support Payment as UC unearned income #1958 property fixtures set is_claimant_or_partner from each generated role.

Downstream

The shims keep every downstream reader working. Migration issues: PolicyEngine/policyengine.py#537 (UK output columns, HBAI poverty groups, cliff denominator) and PolicyEngine/policyengine-uk-data#486 (supply is_hbai_dependent_child from the FRS; move calibration targets and imputation predictors onto the definitions of their own statistics).

Built with

Legal audit: 12 parallel auditors (one per programme family, plus tests, downstream and Axiom inventory) and adversarial citation verifiers. Implementation: this session plus gpt-6-astra Subfleet lanes for UC, Pension Credit, legacy benefits, LHA/benefit cap and the property tests, each reviewed and integrated here (for example the Pension Credit lane's earnings workaround was replaced by fixing pension_credit_earnings at source).

Axiom

axiom: encoded-correct: WRA 2012 s.39 couple and s.40 child (uk/statutes/ukpga/2012/5/39.yaml, 40.yaml + companion tests), UC Regs 2013 reg 5 QYP (uk/regulations/uksi/2013/376/5.yaml + test), reg 80A benefit cap amounts (.../376/80A.yaml + test), Sch 4 paras 27-28 shared accommodation (.../376/schedule/4/paragraph/27.yaml, 28.yaml + tests), SSCBA s.142 child (uk/statutes/ukpga/1992/4/142.yaml + test) | queued: TheAxiomFoundation/rulespec-uk#354 (merged; HB Regs Sch 3, SPC Regs Sch IIA and ITA s.55B in batch PE-UK-CHILD-DEFS; supervised encode pending d738 / Codex reset 10/3) and dispatch-ready pe-parity issues TheAxiomFoundation/rulespec-uk#355 (UC regs 3, 8), #356 (CB (General) Regs reg 3), #357 (HB regs 2, 13D, 19, 75CA), #358 (SSCBA s.137; IS regs 2, 14, Sch 2), #359 (SPCA ss.4, 5, 17), #360 (SPC reg 4A, Sch I paras 1, 2, 4), #361 (TCA ss.3, 8; CTC regs 2, 3, 5; WTC regs 4, 9, 11, 12, 14, 17), #362 (ITA s.55C), #363 (CPA 2014 ss.3, 6; SI 2015/448 regs 3, 9), #364 (Childcare Act 2016 s.1; SI 2022/1134 regs 14, 15), #365 (SI 2011/1986 regs 42, 45, 46), #384 (UC Sch 4 para 29 excepted persons, for the LHA disability exception); #357, #358 and #360 updated 2026-09-30 with HB reg 21(3), IS reg 16(4), the SPC Sch I para 1(1)(b)-(c) couple and carer limbs and reg 6(5), each with hand-computed companion cases | n/a: the HBAI variables are statistical definitions and the dynamics/private-school changes are modelling conventions.

🤖 Generated with Claude Code

[MaxGhenis]

Heads-up from #1901 (pension-age Housing Benefit new claims): housing_benefit_eligible now has a pension-age route that reads is_adult, matching the member set is_uc_eligible and is_pension_credit_eligible use on main so no family gets both HB and UC.

This PR moves those two to is_claimant_or_partner, and its code-health test will flag the is_adult read. Whichever of the two merges second should switch the HB test to the same set:

claimant_or_partner = person("is_claimant_or_partner", period)
count = benunit.sum(claimant_or_partner)
pension_age = (count > 0) & (benunit.sum(claimant_or_partner & sp_age) == count)

That is also the legal test (SI 2014/1230 reg 6A(4): a single person, or a couple where both members, over the qualifying age). The pension_with_dependant shape in test_housing_benefit_pension_age_properties.py pins the HB/UC mutual exclusion, and it would then expect that family to get HB and no UC.