From 544e83b0c093d396e4a8f22b95c38d64955b571b Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Wed, 30 Sep 2026 09:16:18 -0400 Subject: [PATCH 1/4] Set DWP benefit rates to the announced amounts, not CPI projections Audited every parameter under gov/dwp against DWP's "Benefit and pension rates" publications (each fiscal year 2019-20 to 2026-27 appears in two editions) and, for 2025-26 and 2026-27, the Social Security Benefits Up-rating Orders (SI 2025/295, SI 2026/148). Tax credit rates were checked against HMRC's rates page and the Tax Credits Up-rating Regulations. - 2025-26 values written as 2024-25 x 1.017 without DWP's rounding, or on the wrong basis, now match the Order: Pension Credit standard minimum guarantee 227.10/346.60 (earnings-linked, not CPI), savings credit threshold, the pension-age Housing Benefit allowances 244.40/366.00, working-age HB allowances, carer premium and addition, AA, DLA, PIP, Carer's Allowance, SDA. - Parameters uprated from a fixed start_instant (legacy disability premiums, Constant Attendance Allowance, Pension Credit child and severe disability additions) had every later published rate overwritten by projections and jumped when projections began. Their full published history is written out and start_instant removed. - Income Support personal allowances held the 2020-21 rate from 2015 and were CPI-uprated from there: 8-10% too high every year. - The carer premium for two carers is paid for each carer, so twice the rate. - Housing Benefit non-dependant deductions: 2019-20, 2020-21 and 2025-26 bands and amounts added, and the 2022 bands moved off 2021-22 (the 2021 Order left them unchanged). - WTC childcare limits (175/300, also Housing Benefit's childcare limit) and the CTC family element (545) are fixed in law and no longer projected. - UC 2020-21 standard allowances and child element, UC non-dependant deduction, IIDB, and the unread ESA/JSA amount parameters also corrected. - The pension-age HB allowances cite SI 2006/214 Sch 3 para 1 (and NI SR 2006/406) instead of the working-age SI 2006/213. Tests: test_dwp_published_rates.py checks every audited parameter against a fixture of the published rates for each year, that no fixed-start uprating remains, and that projections continue from the last published rate; YAML tests check the 2025-26 amounts through the variables that use them. Existing tests that pinned the old projected values are updated. Co-Authored-By: Claude Opus 5.5 --- .../dwp-2025-26-announced-rates.fixed.md | 1 + .../gov/dwp/ESA/income/amount_18_24.yaml | 19 +- .../gov/dwp/ESA/income/amount_over_25.yaml | 19 +- .../parameters/gov/dwp/ESA/income/couple.yaml | 20 +- .../parameters/gov/dwp/IIDB/maximum.yaml | 20 +- .../gov/dwp/JSA/contrib/amount_18_24.yaml | 17 +- .../gov/dwp/JSA/contrib/amount_over_25.yaml | 17 +- .../gov/dwp/JSA/income/amount_18_24.yaml | 20 +- .../gov/dwp/JSA/income/amount_over_25.yaml | 20 +- .../parameters/gov/dwp/JSA/income/couple.yaml | 20 +- .../gov/dwp/attendance_allowance/lower.yaml | 10 +- .../gov/dwp/carer_premium/couple.yaml | 31 +- .../gov/dwp/carer_premium/single.yaml | 10 +- .../gov/dwp/carers_allowance/rate.yaml | 10 +- .../constant_attendance_allowance/README.md | 8 +- .../exceptional_rate.yaml | 31 +- .../full_day_rate.yaml | 31 +- .../intermediate_rate.yaml | 31 +- .../part_day_rate.yaml | 31 +- .../disability_premia/disability_couple.yaml | 31 +- .../disability_premia/disability_single.yaml | 31 +- .../disability_premia/enhanced_couple.yaml | 31 +- .../disability_premia/enhanced_single.yaml | 31 +- .../dwp/disability_premia/severe_couple.yaml | 31 +- .../dwp/disability_premia/severe_single.yaml | 31 +- .../gov/dwp/dla/mobility/higher.yaml | 10 +- .../gov/dwp/dla/mobility/lower.yaml | 10 +- .../gov/dwp/dla/self_care/lower.yaml | 10 +- .../gov/dwp/dla/self_care/middle.yaml | 10 +- .../allowances/couple/aged.yaml | 27 +- .../allowances/couple/older.yaml | 15 +- .../allowances/couple/younger.yaml | 15 +- .../allowances/lone_parent/aged.yaml | 27 +- .../allowances/lone_parent/older.yaml | 15 +- .../allowances/lone_parent/younger.yaml | 15 +- .../allowances/single/aged.yaml | 27 +- .../allowances/single/older.yaml | 15 +- .../allowances/single/younger.yaml | 15 +- .../non_dep_deduction/amount.yaml | 64 +- .../income_support/amounts/amount_16_24.yaml | 24 +- .../amounts/amount_couples_16_17.yaml | 24 +- .../amounts/amount_couples_age_gap.yaml | 24 +- .../amounts/amount_couples_over_18.yaml | 24 +- .../amounts/amount_lone_16_17.yaml | 24 +- .../amounts/amount_lone_over_18.yaml | 24 +- .../amounts/amount_over_25.yaml | 24 +- .../guarantee_credit/carer/addition.yaml | 16 +- .../guarantee_credit/child/addition.yaml | 19 +- .../child/disability/addition.yaml | 19 +- .../child/disability/severe/addition.yaml | 20 +- .../child/first/addition.yaml | 4 +- .../guarantee_credit/minimum_guarantee.yaml | 11 +- .../severe_disability/addition.yaml | 21 +- .../savings_credit/threshold.yaml | 12 +- .../gov/dwp/pip/daily_living/standard.yaml | 10 +- .../gov/dwp/pip/mobility/enhanced.yaml | 10 +- .../gov/dwp/pip/mobility/standard.yaml | 10 +- .../parameters/gov/dwp/sda/maximum.yaml | 10 +- .../elements/family_element.yaml | 10 +- .../elements/severe_dis_child_element.yaml | 15 +- .../elements/childcare_1.yaml | 14 +- .../elements/childcare_2.yaml | 14 +- .../working_tax_credit/elements/worker.yaml | 17 +- .../elements/child/amount.yaml | 14 +- .../housing/non_dep_deduction/amount.yaml | 15 + .../standard_allowance/amount.yaml | 30 +- .../dwp_benefit_and_pension_rates.yaml | 1478 +++++++++++++++++ .../policy/baseline/finance/benefit/care.yaml | 6 +- .../family/esa_income/esa_income_capital.yaml | 2 +- ...benefits_individual_non_dep_deduction.yaml | 19 +- .../income_support_capital.yaml | 5 +- .../family/income_support_post_migration.yaml | 2 +- .../family/tax_credits_post_migration.yaml | 2 +- .../uc_individual_non_dep_deduction.yaml | 2 +- .../personal/carer_support_payment.yaml | 2 +- .../gov/dwp/benefit_rates_2025_26.yaml | 252 +++ ...carer_and_severe_disability_additions.yaml | 4 +- .../integration/entitledto_scenarios.yaml | 4 +- .../tests/test_dwp_published_rates.py | 79 + 79 files changed, 2968 insertions(+), 175 deletions(-) create mode 100644 changelog.d/dwp-2025-26-announced-rates.fixed.md create mode 100644 policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml create mode 100644 policyengine_uk/tests/policy/baseline/gov/dwp/benefit_rates_2025_26.yaml create mode 100644 policyengine_uk/tests/test_dwp_published_rates.py diff --git a/changelog.d/dwp-2025-26-announced-rates.fixed.md b/changelog.d/dwp-2025-26-announced-rates.fixed.md new file mode 100644 index 0000000000..13dd0a0864 --- /dev/null +++ b/changelog.d/dwp-2025-26-announced-rates.fixed.md @@ -0,0 +1 @@ +Set DWP benefit rates to the amounts announced in DWP's Benefit and pension rates publications and set by the Up-rating Orders, replacing CPI projections: 2025-26 values (including the Pension Credit standard minimum guarantee, £227.10 and £346.60, and the pension-age Housing Benefit allowances, £244.40 and £366.00), the legacy premiums and Constant Attendance Allowance (whose fixed-start uprating overrode published rates in every year), Income Support personal allowances, Housing Benefit non-dependant deductions, the carer premium for two carers, and earlier years where they differed. Fixed amounts the law does not uprate (WTC childcare limits, which Housing Benefit also uses, and the CTC family element) are no longer projected. The pension-age Housing Benefit allowances now cite SI 2006/214 rather than SI 2006/213. diff --git a/policyengine_uk/parameters/gov/dwp/ESA/income/amount_18_24.yaml b/policyengine_uk/parameters/gov/dwp/ESA/income/amount_18_24.yaml index 91b18c12fb..133fac82a2 100644 --- a/policyengine_uk/parameters/gov/dwp/ESA/income/amount_18_24.yaml +++ b/policyengine_uk/parameters/gov/dwp/ESA/income/amount_18_24.yaml @@ -4,11 +4,28 @@ metadata: economy: false period: week label: Income-based ESA personal allowance (18-24) - reference: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=38 + reference: + - title: UKMOD country report (EUROMOD), page 38 + href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=38 + - title: Benefit and pension rates 2021 to 2022 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2021-to-2022/benefit-and-pension-rates-2021-to-2022 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP values: + # 2021-22 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 57.9 2020-04-01: 58.9 + 2021-04-01: 59.2 + 2022-04-01: 61.05 + 2023-04-01: 67.2 + 2024-04-01: 71.7 + 2025-04-01: 72.9 2026-04-01: value: 77.52 metadata: diff --git a/policyengine_uk/parameters/gov/dwp/ESA/income/amount_over_25.yaml b/policyengine_uk/parameters/gov/dwp/ESA/income/amount_over_25.yaml index 2283b6e2ba..13cd9fa64f 100644 --- a/policyengine_uk/parameters/gov/dwp/ESA/income/amount_over_25.yaml +++ b/policyengine_uk/parameters/gov/dwp/ESA/income/amount_over_25.yaml @@ -4,11 +4,28 @@ metadata: economy: false period: week label: Income-based ESA personal allowance (over 25) - reference: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=38 + reference: + - title: UKMOD country report (EUROMOD), page 38 + href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=38 + - title: Benefit and pension rates 2021 to 2022 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2021-to-2022/benefit-and-pension-rates-2021-to-2022 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP values: + # 2021-22 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 73.1 2020-04-01: 74.35 + 2021-04-01: 74.7 + 2022-04-01: 77 + 2023-04-01: 84.8 + 2024-04-01: 90.5 + 2025-04-01: 92.05 2026-04-01: value: 97.75 metadata: diff --git a/policyengine_uk/parameters/gov/dwp/ESA/income/couple.yaml b/policyengine_uk/parameters/gov/dwp/ESA/income/couple.yaml index 0323c272d4..81ee614164 100644 --- a/policyengine_uk/parameters/gov/dwp/ESA/income/couple.yaml +++ b/policyengine_uk/parameters/gov/dwp/ESA/income/couple.yaml @@ -4,11 +4,29 @@ metadata: economy: false period: week label: Income-based ESA personal allowance (couples) - reference: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=38 + reference: + - title: UKMOD country report (EUROMOD), page 38 + href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=38 + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP values: + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 57.9 + 2019-04-01: 114.85 2020-04-01: 116.8 + 2021-04-01: 117.4 + 2022-04-01: 121.05 + 2023-04-01: 133.3 + 2024-04-01: 142.25 + 2025-04-01: 144.65 2026-04-01: value: 153.61 metadata: diff --git a/policyengine_uk/parameters/gov/dwp/IIDB/maximum.yaml b/policyengine_uk/parameters/gov/dwp/IIDB/maximum.yaml index 9dcfb48bf2..c0490e34e6 100644 --- a/policyengine_uk/parameters/gov/dwp/IIDB/maximum.yaml +++ b/policyengine_uk/parameters/gov/dwp/IIDB/maximum.yaml @@ -4,11 +4,29 @@ metadata: economy: false period: week label: Industrial Injuries Disablement Benefit maximum - reference: https://www.gov.uk/industrial-injuries-disablement-benefit/what-youll-get + reference: + - title: "Industrial Injuries Disablement Benefit: what you'll get (gov.uk)" + href: https://www.gov.uk/industrial-injuries-disablement-benefit/what-youll-get + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP uprating: gov.economic_assumptions.indices.obr.consumer_price_index values: + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 182 + 2019-04-01: 179 + 2020-04-01: 182 + 2021-04-01: 182.9 + 2022-04-01: 188.6 + 2023-04-01: 207.6 + 2024-04-01: 221.5 2025-04-01: value: 225.3 reference: diff --git a/policyengine_uk/parameters/gov/dwp/JSA/contrib/amount_18_24.yaml b/policyengine_uk/parameters/gov/dwp/JSA/contrib/amount_18_24.yaml index 070acedad5..770599c839 100644 --- a/policyengine_uk/parameters/gov/dwp/JSA/contrib/amount_18_24.yaml +++ b/policyengine_uk/parameters/gov/dwp/JSA/contrib/amount_18_24.yaml @@ -3,9 +3,21 @@ metadata: economy: false period: week label: Income-based JSA (18-24) - reference: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=24 + reference: + - title: UKMOD country report (EUROMOD), page 24 + href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=24 + - title: Benefit and pension rates 2023 to 2024 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2023-to-2024/benefit-and-pension-rates-2023-to-2024 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP values: + # 2023-24 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 57.9 2016-04-01: 57.9 2017-04-01: 57.9 @@ -14,6 +26,9 @@ values: 2020-04-01: 58.9 2021-04-01: 59.2 2022-04-01: 61.05 + 2023-04-01: 67.2 + 2024-04-01: 71.7 + 2025-04-01: 72.9 2026-04-01: value: 75.65 metadata: diff --git a/policyengine_uk/parameters/gov/dwp/JSA/contrib/amount_over_25.yaml b/policyengine_uk/parameters/gov/dwp/JSA/contrib/amount_over_25.yaml index 801396422c..d4f89f7211 100644 --- a/policyengine_uk/parameters/gov/dwp/JSA/contrib/amount_over_25.yaml +++ b/policyengine_uk/parameters/gov/dwp/JSA/contrib/amount_over_25.yaml @@ -3,9 +3,21 @@ metadata: economy: false period: week label: Contributory JSA (over 25) - reference: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=24 + reference: + - title: UKMOD country report (EUROMOD), page 24 + href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=24 + - title: Benefit and pension rates 2023 to 2024 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2023-to-2024/benefit-and-pension-rates-2023-to-2024 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP values: + # 2023-24 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 73.1 2016-04-01: 73.1 2017-04-01: 73.1 @@ -14,6 +26,9 @@ values: 2020-04-01: 74.35 2021-04-01: 74.7 2022-04-01: 77 + 2023-04-01: 84.8 + 2024-04-01: 90.5 + 2025-04-01: 92.05 2026-04-01: value: 95.55 metadata: diff --git a/policyengine_uk/parameters/gov/dwp/JSA/income/amount_18_24.yaml b/policyengine_uk/parameters/gov/dwp/JSA/income/amount_18_24.yaml index 7be4b614f8..d3de278577 100644 --- a/policyengine_uk/parameters/gov/dwp/JSA/income/amount_18_24.yaml +++ b/policyengine_uk/parameters/gov/dwp/JSA/income/amount_18_24.yaml @@ -1,5 +1,7 @@ description: Income-based Jobseeker's Allowance for persons aged 18-24. values: + # 2023-24 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 57.9 2016-04-01: 57.9 2017-04-01: 57.9 @@ -8,9 +10,25 @@ values: 2020-04-01: 58.9 2021-04-01: 59.2 2022-04-01: 61.05 + 2023-04-01: 67.2 + 2024-04-01: 71.7 + 2025-04-01: 72.9 + 2026-04-01: 75.65 metadata: period: week unit: currency-GBP label: Income-based JSA (18-24) uprating: gov.benefit_uprating_cpi - reference: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=24 + reference: + - title: UKMOD country report (EUROMOD), page 24 + href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=24 + - title: Benefit and pension rates 2023 to 2024 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2023-to-2024/benefit-and-pension-rates-2023-to-2024 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/JSA/income/amount_over_25.yaml b/policyengine_uk/parameters/gov/dwp/JSA/income/amount_over_25.yaml index 9f5075286e..14b4979a52 100644 --- a/policyengine_uk/parameters/gov/dwp/JSA/income/amount_over_25.yaml +++ b/policyengine_uk/parameters/gov/dwp/JSA/income/amount_over_25.yaml @@ -1,5 +1,7 @@ description: Income-based Jobseeker's Allowance for persons aged over 25. values: + # 2023-24 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 73.1 2016-04-01: 73.1 2017-04-01: 73.1 @@ -8,9 +10,25 @@ values: 2020-04-01: 74.35 2021-04-01: 74.7 2022-04-01: 77 + 2023-04-01: 84.8 + 2024-04-01: 90.5 + 2025-04-01: 92.05 + 2026-04-01: 95.55 metadata: period: week label: Income-based JSA (over 25) uprating: gov.benefit_uprating_cpi unit: currency-GBP - reference: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=24 + reference: + - title: UKMOD country report (EUROMOD), page 24 + href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=24 + - title: Benefit and pension rates 2023 to 2024 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2023-to-2024/benefit-and-pension-rates-2023-to-2024 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/JSA/income/couple.yaml b/policyengine_uk/parameters/gov/dwp/JSA/income/couple.yaml index 5bd7a55d1e..b5f6d4b050 100644 --- a/policyengine_uk/parameters/gov/dwp/JSA/income/couple.yaml +++ b/policyengine_uk/parameters/gov/dwp/JSA/income/couple.yaml @@ -1,5 +1,7 @@ description: Weekly contributory Jobseeker's Allowance for couples. values: + # 2023-24 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 114.85 2016-04-01: 114.85 2017-04-01: 114.85 @@ -8,9 +10,25 @@ values: 2020-04-01: 116.80 2021-04-01: 117.40 2022-04-01: 121.05 + 2023-04-01: 133.3 + 2024-04-01: 142.25 + 2025-04-01: 144.65 + 2026-04-01: 150.15 metadata: period: week unit: currency-GBP label: Income-based JSA (couple) uprating: gov.benefit_uprating_cpi - reference: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=24 + reference: + - title: UKMOD country report (EUROMOD), page 24 + href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=24 + - title: Benefit and pension rates 2023 to 2024 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2023-to-2024/benefit-and-pension-rates-2023-to-2024 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/attendance_allowance/lower.yaml b/policyengine_uk/parameters/gov/dwp/attendance_allowance/lower.yaml index df8a9fd4e7..66a766ce79 100644 --- a/policyengine_uk/parameters/gov/dwp/attendance_allowance/lower.yaml +++ b/policyengine_uk/parameters/gov/dwp/attendance_allowance/lower.yaml @@ -18,7 +18,7 @@ values: reference: - title: Benefits Uprating 2024/25 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf - 2025-04-01: 73.89 + 2025-04-01: 73.9 2026-04-01: 76.7 metadata: period: week @@ -30,3 +30,11 @@ metadata: href: https://researchbriefings.files.parliament.uk/documents/CBP-9439/CBP-9439.pdf - title: Benefits Uprating 2023/24 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9680/CBP-9680.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/carer_premium/couple.yaml b/policyengine_uk/parameters/gov/dwp/carer_premium/couple.yaml index 96100f88bc..49d4da15bd 100644 --- a/policyengine_uk/parameters/gov/dwp/carer_premium/couple.yaml +++ b/policyengine_uk/parameters/gov/dwp/carer_premium/couple.yaml @@ -1,17 +1,38 @@ description: Carer premium for two qualifying carers for legacy benefits. values: + # 2015-16 to 2026-27: twice the carer premium in DWP Benefit and pension rates + # (gov.uk), as both members of the couple satisfy the condition. 2010-01-01: 37.5 - 2023-04-01: 42.75 + 2015-04-01: 69.2 + 2017-04-01: 69.9 + 2018-04-01: 72 + 2019-04-01: 73.7 + 2020-04-01: 75 + 2021-04-01: 75.4 + 2022-04-01: 77.7 + 2023-04-01: 85.5 2024-04-01: - value: 45.6 + value: 91.2 reference: - title: Benefits Uprating 2024/25 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf - 2025-04-01: 46.38 - 2026-04-01: 48.15 + 2025-04-01: 92.8 + 2026-04-01: 96.3 metadata: period: week label: Legacy benefit carer premium (two carers) uprating: gov.benefit_uprating_cpi unit: currency-GBP - reference: https://www.mariecurie.org.uk/help/support/benefits-entitlements/carers/premium + reference: + - title: Carer premium (Marie Curie guidance) + href: https://www.mariecurie.org.uk/help/support/benefits-entitlements/carers/premium + - title: "The Housing Benefit Regulations 2006 (SI 2006/213), Schedule 3, Part 4: the carer premium is paid in respect of each person who satisfies the condition in paragraph 17" + href: https://www.legislation.gov.uk/uksi/2006/213/schedule/3 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/carer_premium/single.yaml b/policyengine_uk/parameters/gov/dwp/carer_premium/single.yaml index fe1e590f97..88f4fb9293 100644 --- a/policyengine_uk/parameters/gov/dwp/carer_premium/single.yaml +++ b/policyengine_uk/parameters/gov/dwp/carer_premium/single.yaml @@ -14,7 +14,7 @@ values: reference: - title: Benefits Uprating 2024/25 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf - 2025-04-01: 46.38 + 2025-04-01: 46.4 2026-04-01: 48.15 metadata: period: week @@ -24,3 +24,11 @@ metadata: reference: - title: Benefits Uprating 2022/23 href: https://researchbriefings.files.parliament.uk/documents/CBP-9439/CBP-9439.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/carers_allowance/rate.yaml b/policyengine_uk/parameters/gov/dwp/carers_allowance/rate.yaml index 8907d9e184..72f37cac6e 100644 --- a/policyengine_uk/parameters/gov/dwp/carers_allowance/rate.yaml +++ b/policyengine_uk/parameters/gov/dwp/carers_allowance/rate.yaml @@ -14,7 +14,7 @@ values: reference: - title: Benefits Uprating 2024/25 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf - 2025-04-01: 83.29 + 2025-04-01: 83.3 2026-04-01: 86.45 metadata: period: week @@ -24,3 +24,11 @@ metadata: reference: - title: Benefits Uprating 2022/23 href: https://researchbriefings.files.parliament.uk/documents/CBP-9439/CBP-9439.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/README.md b/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/README.md index d2dd438367..cf0657ff33 100644 --- a/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/README.md +++ b/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/README.md @@ -6,9 +6,11 @@ of the supplements to the Industrial Injuries Disablement benefit package, payable from 5 July 1948 (the appointed day for the post-war social security reforms). -PolicyEngine UK populates the per-day-rate parameters -(`full_day_rate`, `intermediate_rate`, `part_day_rate`, -`exceptional_rate`) from 2015-04-01 onwards. For periods before 2015 +PolicyEngine UK populates the weekly rate parameters +(`full_day_rate`, the normal maximum rate, and `intermediate_rate`, +`part_day_rate` and `exceptional_rate`) from 2015-04-01 onwards, with +each year's rate from DWP's Benefit and pension rates publications. +For periods before 2015 the parameter resolver returns the 2015 value — `Microsimulation` queries on those years would compute against a value the policy didn't actually take. diff --git a/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/exceptional_rate.yaml b/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/exceptional_rate.yaml index 13c2899b09..495af8f20f 100644 --- a/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/exceptional_rate.yaml +++ b/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/exceptional_rate.yaml @@ -2,12 +2,33 @@ description: Exceptional rate for Constant Attendance Allowance. metadata: economy: false period: week - reference: https://www.gov.uk/constant-attendance-allowance/what-youll-get + reference: + - title: "Constant Attendance Allowance: what you'll get (gov.uk)" + href: https://www.gov.uk/constant-attendance-allowance/what-youll-get + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP label: Constant Attendance Allowance exceptional rate - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2015-04-01 + uprating: gov.benefit_uprating_cpi values: - 2015-04-01: 145.6 + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 134.4 + 2017-04-01: 135.8 + 2018-04-01: 139.8 + 2019-04-01: 143.2 + 2020-04-01: 145.6 + 2021-04-01: 146.4 + 2022-04-01: 151 + 2023-04-01: 166.2 + 2024-04-01: 177.4 + 2025-04-01: 180.4 2026-04-01: 187.2 diff --git a/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/full_day_rate.yaml b/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/full_day_rate.yaml index f2f25e8b45..5d48d6e67a 100644 --- a/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/full_day_rate.yaml +++ b/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/full_day_rate.yaml @@ -2,12 +2,33 @@ description: Full day rate for Constant Attendance Allowance. metadata: economy: false period: week - reference: https://www.gov.uk/constant-attendance-allowance/what-youll-get + reference: + - title: "Constant Attendance Allowance: what you'll get (gov.uk)" + href: https://www.gov.uk/constant-attendance-allowance/what-youll-get + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP label: Constant Attendance Allowance full day rate - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2015-04-01 + uprating: gov.benefit_uprating_cpi values: - 2015-04-01: 72.8 + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 67.2 + 2017-04-01: 67.9 + 2018-04-01: 69.9 + 2019-04-01: 71.6 + 2020-04-01: 72.8 + 2021-04-01: 73.2 + 2022-04-01: 75.5 + 2023-04-01: 83.1 + 2024-04-01: 88.7 + 2025-04-01: 90.2 2026-04-01: 93.6 diff --git a/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/intermediate_rate.yaml b/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/intermediate_rate.yaml index e4ed528161..20af332283 100644 --- a/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/intermediate_rate.yaml +++ b/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/intermediate_rate.yaml @@ -3,11 +3,32 @@ metadata: economy: false period: week label: Constant Attendance Allowance intermediate rate - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2015-04-01 - reference: https://www.gov.uk/constant-attendance-allowance/what-youll-get + uprating: gov.benefit_uprating_cpi + reference: + - title: "Constant Attendance Allowance: what you'll get (gov.uk)" + href: https://www.gov.uk/constant-attendance-allowance/what-youll-get + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP values: - 2015-04-01: 109.2 + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 100.8 + 2017-04-01: 101.85 + 2018-04-01: 104.85 + 2019-04-01: 107.4 + 2020-04-01: 109.2 + 2021-04-01: 109.8 + 2022-04-01: 113.25 + 2023-04-01: 124.65 + 2024-04-01: 133.05 + 2025-04-01: 135.3 2026-04-01: 140.4 diff --git a/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/part_day_rate.yaml b/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/part_day_rate.yaml index 1daa135482..6dc7cd9593 100644 --- a/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/part_day_rate.yaml +++ b/policyengine_uk/parameters/gov/dwp/constant_attendance_allowance/part_day_rate.yaml @@ -3,11 +3,32 @@ metadata: economy: false period: week label: Constant Attendance Allowance part day rate - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2015-04-01 - reference: https://www.gov.uk/constant-attendance-allowance/what-youll-get + uprating: gov.benefit_uprating_cpi + reference: + - title: "Constant Attendance Allowance: what you'll get (gov.uk)" + href: https://www.gov.uk/constant-attendance-allowance/what-youll-get + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP values: - 2015-04-01: 36.4 + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 33.6 + 2017-04-01: 33.95 + 2018-04-01: 34.95 + 2019-04-01: 35.8 + 2020-04-01: 36.4 + 2021-04-01: 36.6 + 2022-04-01: 37.75 + 2023-04-01: 41.55 + 2024-04-01: 44.35 + 2025-04-01: 45.1 2026-04-01: 46.8 diff --git a/policyengine_uk/parameters/gov/dwp/disability_premia/disability_couple.yaml b/policyengine_uk/parameters/gov/dwp/disability_premia/disability_couple.yaml index 24e84e2a5f..f126bcc379 100644 --- a/policyengine_uk/parameters/gov/dwp/disability_premia/disability_couple.yaml +++ b/policyengine_uk/parameters/gov/dwp/disability_premia/disability_couple.yaml @@ -1,12 +1,33 @@ description: Disability premium for a couple. values: - 2015-04-01: 49.8 + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 45.95 + 2017-04-01: 46.4 + 2018-04-01: 47.8 + 2019-04-01: 48.95 + 2020-04-01: 49.8 + 2021-04-01: 50.05 + 2022-04-01: 51.6 + 2023-04-01: 56.8 + 2024-04-01: 60.6 + 2025-04-01: 61.65 2026-04-01: 64 metadata: period: week unit: currency-GBP label: Legacy benefit disability premium (couple) - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2015-04-01 - reference: https://www.gov.uk/disability-premiums/what-youll-get + uprating: gov.benefit_uprating_cpi + reference: + - title: "Disability premiums: what you'll get (gov.uk)" + href: https://www.gov.uk/disability-premiums/what-youll-get + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/disability_premia/disability_single.yaml b/policyengine_uk/parameters/gov/dwp/disability_premia/disability_single.yaml index 01645999e8..3ea350c95d 100644 --- a/policyengine_uk/parameters/gov/dwp/disability_premia/disability_single.yaml +++ b/policyengine_uk/parameters/gov/dwp/disability_premia/disability_single.yaml @@ -1,12 +1,33 @@ description: Disability premium for a single person. values: - 2015-04-01: 34.95 + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 32.25 + 2017-04-01: 32.55 + 2018-04-01: 33.55 + 2019-04-01: 34.35 + 2020-04-01: 34.95 + 2021-04-01: 35.1 + 2022-04-01: 36.2 + 2023-04-01: 39.85 + 2024-04-01: 42.5 + 2025-04-01: 43.2 2026-04-01: 44.85 metadata: period: week unit: currency-GBP label: Legacy benefit disability premium (single) - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2015-04-01 - reference: https://www.gov.uk/disability-premiums/what-youll-get + uprating: gov.benefit_uprating_cpi + reference: + - title: "Disability premiums: what you'll get (gov.uk)" + href: https://www.gov.uk/disability-premiums/what-youll-get + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/disability_premia/enhanced_couple.yaml b/policyengine_uk/parameters/gov/dwp/disability_premia/enhanced_couple.yaml index 47dbc78904..7c88d80d12 100644 --- a/policyengine_uk/parameters/gov/dwp/disability_premia/enhanced_couple.yaml +++ b/policyengine_uk/parameters/gov/dwp/disability_premia/enhanced_couple.yaml @@ -1,12 +1,33 @@ description: Enhanced disability premium for a couple, invalid for Employment and Support Allowance. values: - 2015-04-01: 24.5 + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 22.6 + 2017-04-01: 22.85 + 2018-04-01: 23.55 + 2019-04-01: 24.1 + 2020-04-01: 24.5 + 2021-04-01: 24.6 + 2022-04-01: 25.35 + 2023-04-01: 27.9 + 2024-04-01: 29.75 + 2025-04-01: 30.25 2026-04-01: 31.4 metadata: period: week unit: currency-GBP label: Legacy benefit enhanced disability premium (couple) - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2015-04-01 - reference: https://www.gov.uk/disability-premiums/what-youll-get + uprating: gov.benefit_uprating_cpi + reference: + - title: "Disability premiums: what you'll get (gov.uk)" + href: https://www.gov.uk/disability-premiums/what-youll-get + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/disability_premia/enhanced_single.yaml b/policyengine_uk/parameters/gov/dwp/disability_premia/enhanced_single.yaml index 28503a909c..bbea58e289 100644 --- a/policyengine_uk/parameters/gov/dwp/disability_premia/enhanced_single.yaml +++ b/policyengine_uk/parameters/gov/dwp/disability_premia/enhanced_single.yaml @@ -1,12 +1,33 @@ description: Enhanced disability premium for a single person, invalid for Employment and Support Allowance. values: - 2015-04-01: 17.1 + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 15.75 + 2017-04-01: 15.9 + 2018-04-01: 16.4 + 2019-04-01: 16.8 + 2020-04-01: 17.1 + 2021-04-01: 17.2 + 2022-04-01: 17.75 + 2023-04-01: 19.55 + 2024-04-01: 20.85 + 2025-04-01: 21.2 2026-04-01: 22 metadata: period: week unit: currency-GBP label: Legacy benefit enhanced disability premium (single) - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2015-04-01 - reference: https://www.gov.uk/disability-premiums/what-youll-get + uprating: gov.benefit_uprating_cpi + reference: + - title: "Disability premiums: what you'll get (gov.uk)" + href: https://www.gov.uk/disability-premiums/what-youll-get + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/disability_premia/severe_couple.yaml b/policyengine_uk/parameters/gov/dwp/disability_premia/severe_couple.yaml index 8d552fa8fa..7b429b3a18 100644 --- a/policyengine_uk/parameters/gov/dwp/disability_premia/severe_couple.yaml +++ b/policyengine_uk/parameters/gov/dwp/disability_premia/severe_couple.yaml @@ -1,12 +1,33 @@ description: Severe disability premium for a couple where both are eligible. values: - 2015-04-01: 133.9 + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 123.7 + 2017-04-01: 124.9 + 2018-04-01: 128.6 + 2019-04-01: 131.7 + 2020-04-01: 133.9 + 2021-04-01: 134.6 + 2022-04-01: 138.8 + 2023-04-01: 152.8 + 2024-04-01: 163 + 2025-04-01: 165.8 2026-04-01: 172.1 metadata: period: week unit: currency-GBP label: Legacy benefit severe disability premium (couple) - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2015-04-01 - reference: https://www.gov.uk/disability-premiums/what-youll-get + uprating: gov.benefit_uprating_cpi + reference: + - title: "Disability premiums: what you'll get (gov.uk)" + href: https://www.gov.uk/disability-premiums/what-youll-get + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/disability_premia/severe_single.yaml b/policyengine_uk/parameters/gov/dwp/disability_premia/severe_single.yaml index d1813f1624..8c9d0c2cbe 100644 --- a/policyengine_uk/parameters/gov/dwp/disability_premia/severe_single.yaml +++ b/policyengine_uk/parameters/gov/dwp/disability_premia/severe_single.yaml @@ -1,12 +1,33 @@ description: Severe disability premium for a single person. values: - 2015-04-01: 66.95 + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 61.85 + 2017-04-01: 62.45 + 2018-04-01: 64.3 + 2019-04-01: 65.85 + 2020-04-01: 66.95 + 2021-04-01: 67.3 + 2022-04-01: 69.4 + 2023-04-01: 76.4 + 2024-04-01: 81.5 + 2025-04-01: 82.9 2026-04-01: 86.05 metadata: period: week unit: currency-GBP label: Legacy benefit severe disability premium (single) - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2015-04-01 - reference: https://www.gov.uk/disability-premiums/what-youll-get + uprating: gov.benefit_uprating_cpi + reference: + - title: "Disability premiums: what you'll get (gov.uk)" + href: https://www.gov.uk/disability-premiums/what-youll-get + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/dla/mobility/higher.yaml b/policyengine_uk/parameters/gov/dwp/dla/mobility/higher.yaml index e5691ad484..3e4e3640e7 100644 --- a/policyengine_uk/parameters/gov/dwp/dla/mobility/higher.yaml +++ b/policyengine_uk/parameters/gov/dwp/dla/mobility/higher.yaml @@ -18,7 +18,7 @@ values: 2022-04-01: 64.5 2023-04-01: 71 2024-04-01: 75.75 - 2025-04-01: 77.04 + 2025-04-01: 77.05 2026-04-01: 80 metadata: period: week @@ -28,3 +28,11 @@ metadata: reference: - title: Benefits Uprating 2024/25 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/dla/mobility/lower.yaml b/policyengine_uk/parameters/gov/dwp/dla/mobility/lower.yaml index 5bcae88731..fc885fef33 100644 --- a/policyengine_uk/parameters/gov/dwp/dla/mobility/lower.yaml +++ b/policyengine_uk/parameters/gov/dwp/dla/mobility/lower.yaml @@ -18,7 +18,7 @@ values: reference: - title: Benefits Uprating 2024/25 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf - 2025-04-01: 29.19 + 2025-04-01: 29.2 2026-04-01: 30.3 metadata: period: week @@ -28,3 +28,11 @@ metadata: reference: - title: Benefits Uprating 2022/23 href: https://researchbriefings.files.parliament.uk/documents/CBP-9439/CBP-9439.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/dla/self_care/lower.yaml b/policyengine_uk/parameters/gov/dwp/dla/self_care/lower.yaml index 4f76bc1335..fbb3862a0a 100644 --- a/policyengine_uk/parameters/gov/dwp/dla/self_care/lower.yaml +++ b/policyengine_uk/parameters/gov/dwp/dla/self_care/lower.yaml @@ -18,7 +18,7 @@ values: reference: - title: Benefits Uprating 2024/25 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf - 2025-04-01: 29.19 + 2025-04-01: 29.2 2026-04-01: 30.3 metadata: period: week @@ -28,3 +28,11 @@ metadata: reference: - title: Benefits Uprating 2022/23 href: https://researchbriefings.files.parliament.uk/documents/CBP-9439/CBP-9439.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/dla/self_care/middle.yaml b/policyengine_uk/parameters/gov/dwp/dla/self_care/middle.yaml index 9d0f5c70df..2490e6da3f 100644 --- a/policyengine_uk/parameters/gov/dwp/dla/self_care/middle.yaml +++ b/policyengine_uk/parameters/gov/dwp/dla/self_care/middle.yaml @@ -18,7 +18,7 @@ values: reference: - title: Benefits Uprating 2024/25 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf - 2025-04-01: 73.89 + 2025-04-01: 73.9 2026-04-01: 76.7 metadata: period: week @@ -28,3 +28,11 @@ metadata: reference: - title: Benefits Uprating 2022/23 href: https://researchbriefings.files.parliament.uk/documents/CBP-9439/CBP-9439.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/aged.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/aged.yaml index 12cf678445..a32bf5a7b0 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/aged.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/aged.yaml @@ -1,20 +1,35 @@ -description: The following couple personal allowance is provided under the Housing Benefit if at least one member is over the state pension age threshold. +description: Personal allowance for Housing Benefit for a couple where one or both members attained State Pension age before 1 April 2021 (and, before that date, every couple with a member over State Pension age). values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 270.6 + 2020-04-01: 280.85 2021-04-01: 286.05 2022-04-06: 294.9 2023-04-01: 324.7 2024-04-01: 352 - 2025-04-01: 357.98 + 2025-04-01: 366 2026-04-01: 383.35 metadata: period: week unit: currency-GBP - label: Housing benefit aged couple personal allowance + label: Housing Benefit couple pension-age personal allowance uprating: gov.benefit_uprating_cpi - reference: - - title: The Housing Benefit Regulations 2006 Schedule 3 sec. 1 - href: https://www.legislation.gov.uk/uksi/2006/213/data.pdf#page=212 + reference: + - title: The Housing Benefit (Persons who have attained the qualifying age for state pension credit) Regulations 2006 (SI 2006/214), Schedule 3, paragraph 1(2)(b) + href: https://www.legislation.gov.uk/uksi/2006/214/schedule/3 + - title: The Housing Benefit (Persons who have attained the qualifying age for state pension credit) Regulations (Northern Ireland) 2006 (SR 2006/406), Schedule 4, paragraph 1 (the same amounts) + href: https://www.legislation.gov.uk/nisr/2006/406/schedule/4 - title: Benefit and pension rates 2024 to 2025 - Policy paper href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2024-to-2025/benefit-and-pension-rates-2024-to-2025 + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/older.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/older.yaml index 16f95d8561..1b0e77ce79 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/older.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/older.yaml @@ -1,11 +1,14 @@ description: The following couple personal allowance is provided under the Housing Benefit, if at least one member is over the younger age threshold. values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 114.85 + 2020-04-01: 116.8 2021-04-01: 117.4 2022-04-01: 121.05 2023-04-01: 133.3 2024-04-01: 142.25 - 2025-04-01: 144.67 + 2025-04-01: 144.65 2026-04-01: 150.15 metadata: @@ -16,3 +19,13 @@ metadata: reference: - title: The Housing Benefit Regulations 2006 Schedule 3 sec. 1 href: https://www.legislation.gov.uk/uksi/2006/213/data.pdf#page=212 + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/younger.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/younger.yaml index 945c351338..234429c257 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/younger.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/couple/younger.yaml @@ -1,12 +1,15 @@ description: The following couple personal allowance is provided under the Housing Benefit, if both members are under the younger age threshold. values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 87.5 + 2020-04-01: 89 2021-04-01: 89.45 2022-04-06: 92.2 2023-04-01: 101.5 2024-04-01: 108.3 - 2025-04-01: 110.14 + 2025-04-01: 110.15 2026-04-01: 114.35 metadata: @@ -17,3 +20,13 @@ metadata: reference: - title: The Housing Benefit Regulations 2006 Schedule 3 sec. 1 href: https://www.legislation.gov.uk/uksi/2006/213/data.pdf#page=212 + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/aged.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/aged.yaml index 0292f05a7c..4f1a89f61f 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/aged.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/aged.yaml @@ -1,21 +1,36 @@ -description: Personal allowance for Housing Benefit for a lone parent over State Pension age. +description: Personal allowance for Housing Benefit for a lone parent who attained State Pension age before 1 April 2021 (and, before that date, every pension-age lone parent). values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 181 + 2020-04-01: 187.75 2021-04-01: 191.15 2022-04-06: 197.1 2023-04-01: 217 2024-04-01: 235.2 - 2025-04-01: 239.2 + 2025-04-01: 244.4 2026-04-01: 256 metadata: period: week unit: currency-GBP - label: Housing benefit lone parent aged personal allowance + label: Housing Benefit lone parent pension-age personal allowance uprating: gov.benefit_uprating_cpi - reference: - - title: The Housing Benefit Regulations 2006 Schedule 3 sec. 1 - href: https://www.legislation.gov.uk/uksi/2006/213/data.pdf#page=212 + reference: + - title: The Housing Benefit (Persons who have attained the qualifying age for state pension credit) Regulations 2006 (SI 2006/214), Schedule 3, paragraph 1(1)(b) + href: https://www.legislation.gov.uk/uksi/2006/214/schedule/3 + - title: The Housing Benefit (Persons who have attained the qualifying age for state pension credit) Regulations (Northern Ireland) 2006 (SR 2006/406), Schedule 4, paragraph 1 (the same amounts) + href: https://www.legislation.gov.uk/nisr/2006/406/schedule/4 - title: Benefit and pension rates 2024 to 2025 - Policy paper href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2024-to-2025/benefit-and-pension-rates-2024-to-2025 + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/older.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/older.yaml index a49ec3200a..1cfe455f6d 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/older.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/older.yaml @@ -1,11 +1,14 @@ description: The following older lone parent personal allowance is provided under the Housing Benefit. values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 73.1 + 2020-04-01: 74.35 2021-04-01: 74.7 2022-04-06: 77 2023-04-01: 84.8 2024-04-01: 90.5 - 2025-04-01: 92.04 + 2025-04-01: 92.05 2026-04-01: 95.55 metadata: @@ -16,3 +19,13 @@ metadata: reference: - title: The Housing Benefit Regulations 2006 Schedule 3 sec. 1 href: https://www.legislation.gov.uk/uksi/2006/213/data.pdf#page=212 + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/younger.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/younger.yaml index db77ac34d5..0676ada526 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/younger.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/lone_parent/younger.yaml @@ -1,12 +1,15 @@ description: The following younger lone parent personal allowance is provided under the Housing Benefit. values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 57.9 + 2020-04-01: 58.9 2021-04-01: 59.2 2022-04-06: 61.05 2023-04-01: 67.2 2024-04-01: 71.7 - 2025-04-01: 72.92 + 2025-04-01: 72.9 2026-04-01: 75.65 metadata: @@ -17,3 +20,13 @@ metadata: reference: - title: The Housing Benefit Regulations 2006 Schedule 3 sec. 1 href: https://www.legislation.gov.uk/uksi/2006/213/data.pdf#page=212 + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/aged.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/aged.yaml index c3bf99f4ba..4fdbd68a0a 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/aged.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/aged.yaml @@ -1,20 +1,35 @@ -description: The following personal allowance amount is provided to single filers over the pension age under the Housing Benefit. +description: Personal allowance for Housing Benefit for a single claimant who attained State Pension age before 1 April 2021 (and, before that date, every single pension-age claimant). values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 181 + 2020-04-01: 187.75 2021-04-01: 191.15 2022-04-06: 197.1 2023-04-01: 217 2024-04-01: 235.2 - 2025-04-01: 239.2 + 2025-04-01: 244.4 2026-04-01: 256 metadata: period: week unit: currency-GBP - label: Housing benefit single aged personal allowance + label: Housing Benefit single pension-age personal allowance uprating: gov.benefit_uprating_cpi - reference: - - title: The Housing Benefit Regulations 2006 Schedule 3 sec. 1 - href: https://www.legislation.gov.uk/uksi/2006/213/data.pdf#page=212 + reference: + - title: The Housing Benefit (Persons who have attained the qualifying age for state pension credit) Regulations 2006 (SI 2006/214), Schedule 3, paragraph 1(1)(b) + href: https://www.legislation.gov.uk/uksi/2006/214/schedule/3 + - title: The Housing Benefit (Persons who have attained the qualifying age for state pension credit) Regulations (Northern Ireland) 2006 (SR 2006/406), Schedule 4, paragraph 1 (the same amounts) + href: https://www.legislation.gov.uk/nisr/2006/406/schedule/4 - title: Benefit and pension rates 2024 to 2025 - Policy paper href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2024-to-2025/benefit-and-pension-rates-2024-to-2025 + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/older.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/older.yaml index 8e6a1803b6..adee258683 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/older.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/older.yaml @@ -1,11 +1,14 @@ description: The following older single person personal allowance is provided under the Housing Benefit. values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 73.1 + 2020-04-01: 74.35 2021-04-01: 74.7 2022-04-06: 77 2023-04-01: 84.8 2024-04-01: 90.5 - 2025-04-01: 92.04 + 2025-04-01: 92.05 2026-04-01: 95.55 metadata: period: week @@ -15,3 +18,13 @@ metadata: reference: - title: The Housing Benefit Regulations 2006 Schedule 3 sec. 1 href: https://www.legislation.gov.uk/uksi/2006/213/data.pdf#page=212 + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/younger.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/younger.yaml index a29841630c..afc1627c0b 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/younger.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/allowances/single/younger.yaml @@ -1,11 +1,14 @@ description: The following younger single person personal allowance is provided under the Housing Benefit. values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 57.9 + 2020-04-01: 58.9 2021-04-01: 59.2 2022-04-06: 61.05 2023-04-01: 67.2 2024-04-01: 71.7 - 2025-04-01: 72.92 + 2025-04-01: 72.9 2026-04-01: 75.65 metadata: period: week @@ -15,3 +18,13 @@ metadata: reference: - title: The Housing Benefit Regulations 2006 Schedule 3 sec. 1 href: https://www.legislation.gov.uk/uksi/2006/213/data.pdf#page=212 + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/non_dep_deduction/amount.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/non_dep_deduction/amount.yaml index ab7e2b2695..32a70d7c5a 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/non_dep_deduction/amount.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/non_dep_deduction/amount.yaml @@ -1,82 +1,118 @@ description: The following amount is provided for individuals under the Housing Benefit non-dependent deduction, based on total income. +# Bands and amounts from DWP Benefit and pension rates (gov.uk) for each year, +# as set in the Housing Benefit Regulations 2006 reg 74 by each year's +# Social Security Benefits Up-rating Order (bands unchanged in 2021-22: SI +# 2021/162 art 24(3)). brackets: - threshold: 2018-06-18: 0 amount: 2018-06-18: 15.25 + 2019-04-01: 15.6 + 2020-04-01: 15.85 2021-04-01: 15.95 2022-04-01: 16.45 2023-04-01: 18.1 2024-04-01: 19.3 + 2025-04-01: 19.65 2026-04-01: 20.4 - threshold: 2018-06-18: 139 - 2021-04-01: 154 + 2019-04-01: 143 + 2020-04-01: 149 + 2022-04-01: 154 2023-04-01: 162 2024-04-01: 176 + 2025-04-01: 183 2026-04-01: 192 amount: 2018-06-18: 35 + 2019-04-01: 35.85 + 2020-04-01: 36.45 2021-04-01: 36.65 2022-04-01: 37.8 2023-04-01: 41.6 2024-04-01: 44.4 + 2025-04-01: 45.15 2026-04-01: 46.85 - threshold: 2018-06-18: 204 - 2021-04-01: 224 + 2019-04-01: 209 + 2020-04-01: 217 + 2022-04-01: 224 2023-04-01: 236 2024-04-01: 256 + 2025-04-01: 266 2026-04-01: 279 amount: 2018-06-18: 48.05 + 2019-04-01: 49.2 + 2020-04-01: 50.05 2021-04-01: 50.3 2022-04-01: 51.85 2023-04-01: 57.1 2024-04-01: 60.95 + 2025-04-01: 62 2026-04-01: 64.35 - threshold: 2018-06-18: 265 - 2021-04-01: 292 + 2019-04-01: 272 + 2020-04-01: 283 + 2022-04-01: 292 2023-04-01: 308 2024-04-01: 334 + 2025-04-01: 348 2026-04-01: 365 amount: 2018-06-18: 78.65 + 2019-04-01: 80.55 + 2020-04-01: 81.9 2021-04-01: 82.3 2022-04-01: 84.85 2023-04-01: 93.4 2024-04-01: 99.65 + 2025-04-01: 101.35 2026-04-01: 105.2 - threshold: 2018-06-18: 354 - 2021-04-01: 389 + 2019-04-01: 363 + 2020-04-01: 377 + 2022-04-01: 389 2023-04-01: 410 2024-04-01: 445 + 2025-04-01: 463 2026-04-01: 485 amount: 2018-06-18: 89.55 + 2019-04-01: 91.7 + 2020-04-01: 93.25 2021-04-01: 93.7 2022-04-01: 96.6 2023-04-01: 106.35 2024-04-01: 113.5 + 2025-04-01: 115.45 2026-04-01: 119.85 - threshold: 2018-06-18: 439 - 2021-04-01: 484 + 2019-04-01: 451 + 2020-04-01: 469 + 2022-04-01: 484 2023-04-01: 511 2024-04-01: 554 + 2025-04-01: 577 2026-04-01: 605 amount: 2018-06-18: 98.3 + 2019-04-01: 100.65 + 2020-04-01: 102.35 2021-04-01: 102.85 2022-04-01: 106.05 2023-04-01: 116.75 2024-04-01: 124.55 + 2025-04-01: 126.65 2026-04-01: 131.45 - metadata: amount_unit: currency-GBP economy: false @@ -84,6 +120,20 @@ metadata: propagate_metadata_to_children: true threshold_unit: currency-GBP type: single_amount - reference: + reference: - title: The Housing Benefit Regulations 2006 sec. 74 href: https://www.legislation.gov.uk/uksi/2006/213/regulation/74/2024-04-01 + - title: The Housing Benefit (Persons who have attained the qualifying age for state pension credit) Regulations 2006 (SI 2006/214), regulation 55 (the same deductions) + href: https://www.legislation.gov.uk/uksi/2006/214/regulation/55 + - title: The Social Security Benefits Up-rating Order 2021 (SI 2021/162), article 24(3) (bands unchanged) + href: https://www.legislation.gov.uk/uksi/2021/162/article/24/made + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295), article 23(3) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148), article 23(3) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_16_24.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_16_24.yaml index 3a6e4fa21c..6791bf07d2 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_16_24.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_16_24.yaml @@ -1,9 +1,31 @@ description: Income Support applicable amount for single persons aged 18-24. values: + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 58.9 + 2019-04-01: 57.9 + 2020-04-01: 58.9 + 2021-04-01: 59.2 + 2022-04-01: 61.05 + 2023-04-01: 67.2 + 2024-04-01: 71.7 + 2025-04-01: 72.9 + 2026-04-01: 75.65 metadata: period: week unit: currency-GBP label: Income support applicable amount (single, 18-24) uprating: gov.benefit_uprating_cpi - reference: https://www.gov.uk/income-support/what-youll-get + reference: + - title: "Income Support: what you'll get (gov.uk)" + href: https://www.gov.uk/income-support/what-youll-get + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_16_17.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_16_17.yaml index cdce354784..91c3d8af92 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_16_17.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_16_17.yaml @@ -3,8 +3,30 @@ metadata: economy: false period: week label: Income support applicable amount (couples, both under 18) - reference: https://www.gov.uk/income-support/what-youll-get + reference: + - title: "Income Support: what you'll get (gov.uk)" + href: https://www.gov.uk/income-support/what-youll-get + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP uprating: gov.benefit_uprating_cpi values: + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 58.9 + 2019-04-01: 57.9 + 2020-04-01: 58.9 + 2021-04-01: 59.2 + 2022-04-01: 61.05 + 2023-04-01: 67.2 + 2024-04-01: 71.7 + 2025-04-01: 72.9 + 2026-04-01: 75.65 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_age_gap.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_age_gap.yaml index c5fbef8919..c0f02a6fa1 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_age_gap.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_age_gap.yaml @@ -4,8 +4,30 @@ metadata: economy: false period: week label: Income support applicable amount (couples, one under 18, one over 25) - reference: https://www.gov.uk/income-support/what-youll-get + reference: + - title: "Income Support: what you'll get (gov.uk)" + href: https://www.gov.uk/income-support/what-youll-get + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP uprating: gov.benefit_uprating_cpi values: + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 74.35 + 2019-04-01: 73.1 + 2020-04-01: 74.35 + 2021-04-01: 74.7 + 2022-04-01: 77 + 2023-04-01: 84.8 + 2024-04-01: 90.5 + 2025-04-01: 92.05 + 2026-04-01: 95.55 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_over_18.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_over_18.yaml index 0d8d3aa049..90e24d175e 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_over_18.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_over_18.yaml @@ -1,9 +1,31 @@ description: Income Support applicable amount for couples aged over 18. values: + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 116.8 + 2019-04-01: 114.85 + 2020-04-01: 116.8 + 2021-04-01: 117.4 + 2022-04-01: 121.05 + 2023-04-01: 133.3 + 2024-04-01: 142.25 + 2025-04-01: 144.65 + 2026-04-01: 150.15 metadata: period: week label: Income support applicable amount (couples, both over 18) uprating: gov.benefit_uprating_cpi unit: currency-GBP - reference: https://www.gov.uk/income-support/what-youll-get + reference: + - title: "Income Support: what you'll get (gov.uk)" + href: https://www.gov.uk/income-support/what-youll-get + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_16_17.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_16_17.yaml index 20c8bf4924..eb8fbdcf44 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_16_17.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_16_17.yaml @@ -3,8 +3,30 @@ metadata: economy: false period: week label: Income support applicable amount (lone parent, under 18) - reference: https://www.gov.uk/income-support/what-youll-get + reference: + - title: "Income Support: what you'll get (gov.uk)" + href: https://www.gov.uk/income-support/what-youll-get + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP uprating: gov.benefit_uprating_cpi values: + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 58.9 + 2019-04-01: 57.9 + 2020-04-01: 58.9 + 2021-04-01: 59.2 + 2022-04-01: 61.05 + 2023-04-01: 67.2 + 2024-04-01: 71.7 + 2025-04-01: 72.9 + 2026-04-01: 75.65 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_over_18.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_over_18.yaml index 575b6a6001..b922439069 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_over_18.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_over_18.yaml @@ -1,9 +1,31 @@ description: Income Support applicable amount for lone parents aged over 18. values: + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 74.35 + 2019-04-01: 73.1 + 2020-04-01: 74.35 + 2021-04-01: 74.7 + 2022-04-01: 77 + 2023-04-01: 84.8 + 2024-04-01: 90.5 + 2025-04-01: 92.05 + 2026-04-01: 95.55 metadata: period: week unit: currency-GBP label: Income support applicable amount (lone parent, over 18) uprating: gov.benefit_uprating_cpi - reference: https://www.gov.uk/income-support/what-youll-get + reference: + - title: "Income Support: what you'll get (gov.uk)" + href: https://www.gov.uk/income-support/what-youll-get + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_over_25.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_over_25.yaml index 7fd797c03a..0f8ef6e07c 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_over_25.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_over_25.yaml @@ -1,9 +1,31 @@ description: Income Support applicable amount for single persons aged over 25. values: + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 74.35 + 2019-04-01: 73.1 + 2020-04-01: 74.35 + 2021-04-01: 74.7 + 2022-04-01: 77 + 2023-04-01: 84.8 + 2024-04-01: 90.5 + 2025-04-01: 92.05 + 2026-04-01: 95.55 metadata: period: week label: Income support applicable amount (single, over 25) uprating: gov.benefit_uprating_cpi unit: currency-GBP - reference: https://www.gov.uk/income-support/what-youll-get + reference: + - title: "Income Support: what you'll get (gov.uk)" + href: https://www.gov.uk/income-support/what-youll-get + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/carer/addition.yaml b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/carer/addition.yaml index 1494410777..1146cbeff1 100644 --- a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/carer/addition.yaml +++ b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/carer/addition.yaml @@ -1,12 +1,14 @@ description: Addition to the Minimum Guarantee for each claimant who is a carer. values: - 2019-04-01: 36 + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2019-04-01: 36.85 2020-04-01: 37.5 2021-04-01: 37.7 2022-04-01: 38.85 2023-04-01: 42.75 2024-04-01: 45.6 - 2025-04-01: 46.37 + 2025-04-01: 46.4 2026-04-01: 48.15 metadata: unit: currency-GBP @@ -16,3 +18,13 @@ metadata: reference: - title: The Social Security Benefits Up-rating Order 2022 href: https://www.legislation.gov.uk/uksi/2022/292/article/30/made#article-30-2-c + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/addition.yaml b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/addition.yaml index 4f36265af0..4de7bc2611 100644 --- a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/addition.yaml +++ b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/addition.yaml @@ -7,13 +7,26 @@ metadata: reference: - href: https://www.legislation.gov.uk/uksi/2002/1792/schedule/IIA/paragraph/9/2019-02-01 title: The State Pension Credit Regulations 2002 + - title: Benefit and pension rates 2018 to 2019 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2018-to-2019 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2022-04-01 + uprating: gov.benefit_uprating_cpi values: + # 2018-19 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2019-02-01: 53.34 2020-04-01: 54.32 2021-04-01: 54.6 2022-04-01: 56.35 + 2023-04-01: 61.88 + 2024-04-01: 66.29 + 2025-04-01: 67.42 2026-04-01: 69.98 diff --git a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/disability/addition.yaml b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/disability/addition.yaml index eb450cd345..cee2e05aee 100644 --- a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/disability/addition.yaml +++ b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/disability/addition.yaml @@ -8,13 +8,26 @@ metadata: reference: - href: https://www.legislation.gov.uk/uksi/2002/1792/schedule/IIA/paragraph/9/2019-02-01 title: The State Pension Credit Regulations 2002 + - title: Benefit and pension rates 2018 to 2019 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2018-to-2019 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2022-04-01 + uprating: gov.benefit_uprating_cpi values: + # 2018-19 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2019-01-01: 29.02 2020-04-01: 29.52 2021-04-01: 29.66 2022-04-01: 30.58 + 2023-04-01: 33.67 + 2024-04-01: 35.93 + 2025-04-01: 36.54 2026-04-01: 37.93 diff --git a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/disability/severe/addition.yaml b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/disability/severe/addition.yaml index 8bf0ac71fb..a1e4032abc 100644 --- a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/disability/severe/addition.yaml +++ b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/disability/severe/addition.yaml @@ -8,13 +8,27 @@ metadata: reference: - href: https://www.legislation.gov.uk/uksi/2002/1792/schedule/IIA/paragraph/9/2019-02-01 title: The State Pension Credit Regulations 2002 + - title: Benefit and pension rates 2018 to 2019 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2018-to-2019 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made unit: currency-GBP - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2022-04-01 + uprating: gov.benefit_uprating_cpi values: + # 2018-19 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2019-02-01: 88.34 + 2019-04-01: 90.23 2020-04-01: 92.12 2021-04-01: 92.54 2022-04-01: 95.48 + 2023-04-01: 104.86 + 2024-04-01: 112.21 + 2025-04-01: 114.12 2026-04-01: 118.46 diff --git a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/first/addition.yaml b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/first/addition.yaml index 2a47963c8c..8674c63a2a 100644 --- a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/first/addition.yaml +++ b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/child/first/addition.yaml @@ -8,9 +8,7 @@ metadata: - title: Benefit and pension rates 2026 to 2027 href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 unit: currency-GBP - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2022-04-01 + uprating: gov.benefit_uprating_cpi values: 2019-02-01: 63.84 2020-04-01: 64.82 diff --git a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/minimum_guarantee.yaml b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/minimum_guarantee.yaml index 0c0d5c29b9..a1dfb5f57b 100644 --- a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/minimum_guarantee.yaml +++ b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/minimum_guarantee.yaml @@ -11,7 +11,7 @@ SINGLE: 2022-04-01: 182.6 2023-04-01: 201.05 2024-04-01: 218.15 - 2025-04-01: 221.85 + 2025-04-01: 227.1 2026-04-01: 238 metadata: uprating: gov.benefit_uprating_cpi @@ -27,7 +27,7 @@ COUPLE: 2022-04-01: 278.7 2023-04-01: 306.85 2024-04-01: 332.95 - 2025-04-01: 338.61 + 2025-04-01: 346.6 2026-04-01: 363.25 metadata: uprating: gov.benefit_uprating_cpi @@ -35,8 +35,15 @@ metadata: period: week label: Pension Credit minimum guarantee unit: currency-GBP + propagate_metadata_to_children: true reference: - title: The State Pension Credit Regulations 2002 reg. 6 href: https://www.legislation.gov.uk/uksi/2002/1792/regulation/6/2021-04-12 - title: Benefit and pension rates 2026 to 2027 href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/severe_disability/addition.yaml b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/severe_disability/addition.yaml index 6b6f58318f..d6295d9a8e 100644 --- a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/severe_disability/addition.yaml +++ b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/severe_disability/addition.yaml @@ -1,18 +1,33 @@ description: Addition to the Minimum Guarantee for each severely disabled adult. values: + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. + 2015-04-01: 61.85 + 2017-04-01: 62.45 2018-04-01: 64.3 2019-04-01: 65.85 2020-04-01: 66.95 2021-04-01: 67.3 2022-04-01: 69.4 + 2023-04-01: 76.4 + 2024-04-01: 81.5 + 2025-04-01: 82.9 2026-04-01: 86.05 metadata: unit: currency-GBP period: week label: Pension Credit severe disability addition - uprating: - parameter: gov.benefit_uprating_cpi - start_instant: 2022-04-01 + uprating: gov.benefit_uprating_cpi reference: - title: The Social Security Benefits Up-rating Order 2022 href: https://www.legislation.gov.uk/uksi/2022/292/article/30/made#article-30-2-c + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/pension_credit/savings_credit/threshold.yaml b/policyengine_uk/parameters/gov/dwp/pension_credit/savings_credit/threshold.yaml index 4bd225acc5..568efeac00 100644 --- a/policyengine_uk/parameters/gov/dwp/pension_credit/savings_credit/threshold.yaml +++ b/policyengine_uk/parameters/gov/dwp/pension_credit/savings_credit/threshold.yaml @@ -11,7 +11,7 @@ SINGLE: 2022-04-01: 158.47 2023-04-01: 174.49 2024-04-01: 189.8 - 2025-04-01: 193.02 + 2025-04-01: 198.27 2026-04-01: 208.07 metadata: label: Pension Credit Savings Credit income threshold (single) @@ -27,7 +27,7 @@ COUPLE: 2022-04-01: 251.7 2023-04-01: 277.12 2024-04-01: 301.22 - 2025-04-01: 306.34 + 2025-04-01: 314.34 2026-04-01: 329.75 metadata: label: Pension Credit Savings Credit income threshold (couple) @@ -39,3 +39,11 @@ metadata: reference: - title: The State Pension Credit Regulations 2002 reg. 7 href: https://www.legislation.gov.uk/uksi/2002/1792/regulation/7/2021-04-12 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/pip/daily_living/standard.yaml b/policyengine_uk/parameters/gov/dwp/pip/daily_living/standard.yaml index 5fe1dd21da..7e74f13081 100644 --- a/policyengine_uk/parameters/gov/dwp/pip/daily_living/standard.yaml +++ b/policyengine_uk/parameters/gov/dwp/pip/daily_living/standard.yaml @@ -18,7 +18,7 @@ values: reference: - title: Benefits Uprating 2024/25 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf - 2025-04-01: 73.89 + 2025-04-01: 73.9 2026-04-01: 76.7 metadata: period: week @@ -28,3 +28,11 @@ metadata: reference: - title: Benefits Uprating 2022/23 href: https://researchbriefings.files.parliament.uk/documents/CBP-9439/CBP-9439.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/pip/mobility/enhanced.yaml b/policyengine_uk/parameters/gov/dwp/pip/mobility/enhanced.yaml index 12f0475c4e..b0d8c32143 100644 --- a/policyengine_uk/parameters/gov/dwp/pip/mobility/enhanced.yaml +++ b/policyengine_uk/parameters/gov/dwp/pip/mobility/enhanced.yaml @@ -18,7 +18,7 @@ values: 2022-04-01: 64.5 2023-04-01: 71 2024-04-01: 75.75 - 2025-04-01: 77.04 + 2025-04-01: 77.05 2026-04-01: 80 metadata: @@ -29,3 +29,11 @@ metadata: reference: - title: Benefits Uprating 2024/25 href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/pip/mobility/standard.yaml b/policyengine_uk/parameters/gov/dwp/pip/mobility/standard.yaml index fcd07f9af8..ef837e51f6 100644 --- a/policyengine_uk/parameters/gov/dwp/pip/mobility/standard.yaml +++ b/policyengine_uk/parameters/gov/dwp/pip/mobility/standard.yaml @@ -18,7 +18,7 @@ values: reference: - title: Benefits Uprating 2024/25 | Commons Library Briefing href: https://researchbriefings.files.parliament.uk/documents/CBP-9872/CBP-9872.pdf - 2025-04-01: 29.19 + 2025-04-01: 29.2 2026-04-01: 30.3 metadata: period: week @@ -28,3 +28,11 @@ metadata: reference: - title: Benefits Uprating 2022/23 href: https://researchbriefings.files.parliament.uk/documents/CBP-9439/CBP-9439.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/sda/maximum.yaml b/policyengine_uk/parameters/gov/dwp/sda/maximum.yaml index ed6f52170b..50726462a8 100644 --- a/policyengine_uk/parameters/gov/dwp/sda/maximum.yaml +++ b/policyengine_uk/parameters/gov/dwp/sda/maximum.yaml @@ -10,7 +10,7 @@ values: 2022-04-01: 96.3 2023-04-01: 106 2024-04-01: 113.1 - 2025-04-01: 115.02 + 2025-04-01: 115 2026-04-01: 119.35 metadata: period: week @@ -20,3 +20,11 @@ metadata: reference: - title: Benefits Uprating 2022/23 href: https://researchbriefings.files.parliament.uk/documents/CBP-9439/CBP-9439.pdf + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/family_element.yaml b/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/family_element.yaml index 1031f19d2b..a376298a67 100644 --- a/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/family_element.yaml +++ b/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/family_element.yaml @@ -1,11 +1,15 @@ description: Child Tax Credit family element. values: + # £545 a year in every year HMRC published (2019-20 to 2024-25), unchanged by + # the Tax Credits Up-rating Regulations, until tax credits ended on 5 April + # 2025; it is not projected. 2016-04-06: value: 545 metadata: period: year unit: currency-GBP - uprating: gov.benefit_uprating_cpi reference: - - https://www.gov.uk/government/publications/rates-and-allowances-tax-credits-child-benefit-and-guardians-allowance/tax-credits-child-benefit-and-guardians-allowance - - https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=27 + - title: "Tax credits, Child Benefit and Guardian's Allowance: rates and allowances (HMRC, gov.uk)" + href: https://www.gov.uk/government/publications/rates-and-allowances-tax-credits-child-benefit-and-guardians-allowance/tax-credits-child-benefit-and-guardians-allowance + - title: UKMOD country report (EUROMOD) + href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=27 diff --git a/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/severe_dis_child_element.yaml b/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/severe_dis_child_element.yaml index 7400e2907f..7d052f26ce 100644 --- a/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/severe_dis_child_element.yaml +++ b/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/severe_dis_child_element.yaml @@ -1,5 +1,8 @@ description: Child Tax Credit severely disabled child element. values: + # 2023-24 and 2024-25: HMRC tax credit rates and the Tax Credits Up-rating + # Regulations (the extra for a severely disabled child). Tax credits ended on + # 5 April 2025. 2016-04-06: value: 1275 2017-04-06: @@ -14,11 +17,19 @@ values: 2021-04-06: value: 1390 2022-04-01: 1_430 + 2023-04-01: 1575 + 2024-04-01: 1680 metadata: period: year unit: currency-GBP label: "CTC severely disabled child element" uprating: gov.benefit_uprating_cpi reference: - - https://www.gov.uk/government/publications/rates-and-allowances-tax-credits-child-benefit-and-guardians-allowance/tax-credits-child-benefit-and-guardians-allowance, - - https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=28 + - title: "Tax credits, Child Benefit and Guardian's Allowance: rates and allowances (HMRC, gov.uk)" + href: https://www.gov.uk/government/publications/rates-and-allowances-tax-credits-child-benefit-and-guardians-allowance/tax-credits-child-benefit-and-guardians-allowance + - title: The Tax Credits Up-rating Regulations 2023 (SI 2023/237) + href: https://www.legislation.gov.uk/uksi/2023/237/contents/made + - title: The Tax Credits Up-rating Regulations 2024 (SI 2024/247) + href: https://www.legislation.gov.uk/uksi/2024/247/contents/made + - title: UKMOD country report (EUROMOD) + href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=28 diff --git a/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/childcare_1.yaml b/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/childcare_1.yaml index a7ae7a75b6..71adc8ecfa 100644 --- a/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/childcare_1.yaml +++ b/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/childcare_1.yaml @@ -1,12 +1,20 @@ description: Working Tax Credit childcare element for one child. values: + # A fixed weekly limit, not uprated: each year's Up-rating Order leaves the + # Housing Benefit limit (HB Regs reg 27(3)) at £175, and it applied to the + # Working Tax Credit childcare element until tax credits ended in April 2025. 2002-08-01: 135 2005-04-06: 175 metadata: period: week label: Working Tax Credit childcare element one child amount - uprating: gov.benefit_uprating_cpi unit: currency-GBP reference: - title: The Working Tax Credit (Entitlement and Maximum Rate) Regulations 2002 - href: https://www.legislation.gov.uk/uksi/2002/2005/regulation/20 + - title: The Working Tax Credit (Entitlement and Maximum Rate) Regulations 2002, regulation 20 + href: https://www.legislation.gov.uk/uksi/2002/2005/regulation/20 + - title: The Housing Benefit Regulations 2006, regulation 27(3)(a) (the same limit for Housing Benefit) + href: https://www.legislation.gov.uk/uksi/2006/213/regulation/27 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295), article 23(2) (£175 remains unchanged) + href: https://www.legislation.gov.uk/uksi/2025/295/article/23/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148), article 23(2) (£175 remains unchanged) + href: https://www.legislation.gov.uk/uksi/2026/148/article/23/made diff --git a/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/childcare_2.yaml b/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/childcare_2.yaml index 4f42a4ee77..d67dbd98a7 100644 --- a/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/childcare_2.yaml +++ b/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/childcare_2.yaml @@ -1,12 +1,20 @@ description: Working Tax Credit childcare element for two or more children. values: + # A fixed weekly limit, not uprated: each year's Up-rating Order leaves the + # Housing Benefit limit (HB Regs reg 27(3)) at £300, and it applied to the + # Working Tax Credit childcare element until tax credits ended in April 2025. 2002-08-01: 200 2005-04-06: 300 metadata: period: week label: Working Tax Credit childcare element two or more children amount - uprating: gov.benefit_uprating_cpi unit: currency-GBP reference: - title: The Working Tax Credit (Entitlement and Maximum Rate) Regulations 2002 - href: https://www.legislation.gov.uk/uksi/2002/2005/regulation/20 + - title: The Working Tax Credit (Entitlement and Maximum Rate) Regulations 2002, regulation 20 + href: https://www.legislation.gov.uk/uksi/2002/2005/regulation/20 + - title: The Housing Benefit Regulations 2006, regulation 27(3)(b) (the same limit for Housing Benefit) + href: https://www.legislation.gov.uk/uksi/2006/213/regulation/27 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295), article 23(2) (£300 remains unchanged) + href: https://www.legislation.gov.uk/uksi/2025/295/article/23/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148), article 23(2) (£300 remains unchanged) + href: https://www.legislation.gov.uk/uksi/2026/148/article/23/made diff --git a/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/worker.yaml b/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/worker.yaml index c4e18d98d5..e2859df0af 100644 --- a/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/worker.yaml +++ b/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/worker.yaml @@ -1,5 +1,7 @@ description: Working Tax Credit 30 hours element. values: + # 2022-23 to 2024-25: HMRC tax credit rates and the Tax Credits Up-rating + # Regulations. Tax credits ended on 5 April 2025. 2002-08-01: 620 2004-04-06: 640 2005-04-06: 660 @@ -19,10 +21,21 @@ values: 2020-03-25: 810 2020-04-06: 825 2021-04-06: 830 + 2022-04-01: 860 + 2023-04-01: 950 + 2024-04-01: 1015 metadata: period: year unit: currency-GBP uprating: gov.benefit_uprating_cpi reference: - title: The Working Tax Credit (Entitlement and Maximum Rate) Regulations 2002 - href: https://www.legislation.gov.uk/uksi/2002/2005/schedule/2 + - title: The Working Tax Credit (Entitlement and Maximum Rate) Regulations 2002, Schedule 2 + href: https://www.legislation.gov.uk/uksi/2002/2005/schedule/2 + - title: "Tax credits, Child Benefit and Guardian's Allowance: rates and allowances (HMRC, gov.uk)" + href: https://www.gov.uk/government/publications/rates-and-allowances-tax-credits-child-benefit-and-guardians-allowance/tax-credits-child-benefit-and-guardians-allowance + - title: The Tax Credits Up-rating Regulations 2022 (SI 2022/231) + href: https://www.legislation.gov.uk/uksi/2022/231/contents/made + - title: The Tax Credits Up-rating Regulations 2023 (SI 2023/237) + href: https://www.legislation.gov.uk/uksi/2023/237/contents/made + - title: The Tax Credits Up-rating Regulations 2024 (SI 2024/247) + href: https://www.legislation.gov.uk/uksi/2024/247/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/universal_credit/elements/child/amount.yaml b/policyengine_uk/parameters/gov/dwp/universal_credit/elements/child/amount.yaml index 83d7a0ffeb..d10249b266 100644 --- a/policyengine_uk/parameters/gov/dwp/universal_credit/elements/child/amount.yaml +++ b/policyengine_uk/parameters/gov/dwp/universal_credit/elements/child/amount.yaml @@ -1,7 +1,9 @@ description: The following child element is provided under the Universal Credit. values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2018-04-09: 231.67 - 2020-04-06: 235.85 + 2020-04-06: 235.83 2021-04-12: 237.08 2022-04-06: 244.58 2023-04-01: 269.58 @@ -16,3 +18,13 @@ metadata: reference: - title: The Universal Credit Regulations 2013 reg. 24 (child element), amounts in reg. 36 href: https://www.legislation.gov.uk/uksi/2013/376/regulation/36 + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/amount.yaml b/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/amount.yaml index cec177c39b..14ea685e4f 100644 --- a/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/amount.yaml +++ b/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/amount.yaml @@ -1,6 +1,11 @@ description: Non-dependent deduction amount for the housing element of the Universal Credit. values: + # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2017-04-01: 75.53 + 2019-04-01: 73.89 + 2020-04-01: 75.15 + 2021-04-01: 75.53 2022-04-01: 77.87 2023-04-01: 85.73 2024-04-01: 91.47 @@ -16,3 +21,13 @@ metadata: href: https://www.legislation.gov.uk/uksi/2013/376/schedule/4 - title: The Social Security Benefits Up-rating Order 2025 href: https://www.legislation.gov.uk/uksi/2025/234 + - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/universal_credit/standard_allowance/amount.yaml b/policyengine_uk/parameters/gov/dwp/universal_credit/standard_allowance/amount.yaml index 62774cdd96..acefffbd4a 100644 --- a/policyengine_uk/parameters/gov/dwp/universal_credit/standard_allowance/amount.yaml +++ b/policyengine_uk/parameters/gov/dwp/universal_credit/standard_allowance/amount.yaml @@ -2,8 +2,11 @@ description: Universal Credit standard allowance. SINGLE_YOUNG: description: Standard allowance for single claimants under 25 values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 251.77 - 2020-04-06: 344 # From gov.uk and entitledto + 2020-04-06: 342.72 # From gov.uk and entitledto + 2021-04-01: 344 2021-10-06: 257.33 2022-04-06: 265.31 2023-04-01: 292.11 @@ -22,8 +25,11 @@ SINGLE_YOUNG: SINGLE_OLD: description: Standard allowance for single claimants over 25. values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 317.82 - 2020-04-06: 411.51 # From gov.uk and entitledto + 2020-04-06: 409.89 # From gov.uk and entitledto + 2021-04-01: 411.51 2021-10-06: 324.84 2022-04-06: 334.91 2023-04-01: 368.74 @@ -42,8 +48,11 @@ SINGLE_OLD: COUPLE_YOUNG: description: Standard allowance for couples where both are under 25. values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2015-04-01: 395.2 - 2020-04-06: 490.6 # From gov.uk and entitledto + 2020-04-06: 488.59 # From gov.uk and entitledto + 2021-04-01: 490.6 2021-10-06: 403.93 2022-04-06: 416.45 2023-04-01: 458.51 @@ -62,9 +71,12 @@ COUPLE_YOUNG: COUPLE_OLD: description: Standard allowance for couples where one is over 25. values: + # 2020-21 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # year's rate as listed in that year's publication. 2013-04-29: 489.06 2015-04-01: 498.89 - 2020-04-06: 596.58 # From gov.uk/entitledto + 2020-04-06: 594.04 # From gov.uk/entitledto + 2021-04-01: 596.58 2021-10-06: 509.91 2022-04-06: 525.72 2023-04-01: 578.82 @@ -84,6 +96,16 @@ metadata: uprating: gov.benefit_uprating_cpi propagate_metadata_to_children: true reference: + - title: Benefit and pension rates 2020 to 2021 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + - title: Benefit and pension rates 2026 to 2027 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 + - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) + href: https://www.legislation.gov.uk/uksi/2025/295/contents/made + - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) + href: https://www.legislation.gov.uk/uksi/2026/148/contents/made # Values. - https://www.legislation.gov.uk/uksi/2013/376/regulation/36 # As-of date. diff --git a/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml b/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml new file mode 100644 index 0000000000..771766407b --- /dev/null +++ b/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml @@ -0,0 +1,1478 @@ +# DWP "Benefit and pension rates" (and HMRC tax credit rates), by fiscal year +# (2025 = 2025-26), in each parameter's own unit and period. Each year's rate +# appears in that year's publication and as the previous-year column of the +# next year's, and the two agree. Amounts for 2025-26 and 2026-27 are those in +# the Social Security Benefits Up-rating Orders 2025 (SI 2025/295) and 2026 +# (SI 2026/148). Read by test_dwp_published_rates.py. + +sources: + 2015: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 + 2016: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2016-to-2017 + 2017: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2017-to-2018 + 2018: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2018-to-2019 + 2019: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 + 2020: https://www.gov.uk/government/publications/benefit-and-pension-rates-2020-to-2021/benefit-and-pension-rates-2020-to-2021 + 2021: https://www.gov.uk/government/publications/benefit-and-pension-rates-2021-to-2022/benefit-and-pension-rates-2021-to-2022 + 2022: https://www.gov.uk/government/publications/benefit-and-pension-rates-2022-to-2023/proposed-benefit-and-pension-rates-2022-to-2023 + 2023: https://www.gov.uk/government/publications/benefit-and-pension-rates-2023-to-2024/benefit-and-pension-rates-2023-to-2024 + 2024: https://www.gov.uk/government/publications/benefit-and-pension-rates-2024-to-2025/benefit-and-pension-rates-2024-to-2025 + 2025: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 + 2026: https://www.gov.uk/government/publications/benefit-and-pension-rates-2026-to-2027/proposed-benefit-and-pension-rates-2026-to-2027 +parameters: + gov.dwp.ESA.income.amount_18_24: + row: "DWP Benefit and pension rates > Employment and Support Allowance > Personal allowances (2026-27: 'Income Related ESA - Personal Allowances') > Single 'Under 25' / 'Single under 25'" + values: + 2019: 57.9 + 2020: 58.9 + 2021: 59.2 + 2022: 61.05 + 2023: 67.2 + 2024: 71.7 + 2025: 72.9 + 2026: 77.52 + gov.dwp.ESA.income.amount_over_25: + row: "DWP Benefit and pension rates > Employment and Support Allowance > Personal allowances (2026-27: 'Income Related ESA - Personal Allowances') > Single '25 or over' / 'Single 25 or over'" + values: + 2019: 73.1 + 2020: 74.35 + 2021: 74.7 + 2022: 77 + 2023: 84.8 + 2024: 90.5 + 2025: 92.05 + 2026: 97.75 + gov.dwp.ESA.income.capital.limit: + row: "DWP Benefit and pension rates > Capital limits (rules common to IS, income-based JSA, income-related ESA and HB) > 'Upper limit' 16,000" + values: + 2019: 16000 + 2020: 16000 + 2021: 16000 + 2022: 16000 + 2023: 16000 + 2024: 16000 + 2025: 16000 + 2026: 16000 + gov.dwp.ESA.income.capital.tariff_income.amount: + row: "DWP Benefit and pension rates > Tariff income: '£1 for every £250, or part thereof, between the amount of capital disregarded and the capital upper limit'" + values: + 2019: 1 + 2020: 1 + 2021: 1 + 2022: 1 + 2023: 1 + 2024: 1 + 2025: 1 + 2026: 1 + gov.dwp.ESA.income.capital.tariff_income.step: + row: "DWP Benefit and pension rates > Tariff income: '£1 for every £250, or part thereof'" + values: + 2019: 250 + 2020: 250 + 2021: 250 + 2022: 250 + 2023: 250 + 2024: 250 + 2025: 250 + 2026: 250 + gov.dwp.ESA.income.capital.tariff_income.threshold: + row: "DWP Benefit and pension rates > Capital limits > 'Amount disregarded' 6,000 (2019-20/2020-21 label: 'Amount disregarded – all benefits except Pension Credit and Housing Benefit for those above the qua" + values: + 2019: 6000 + 2020: 6000 + 2021: 6000 + 2022: 6000 + 2023: 6000 + 2024: 6000 + 2025: 6000 + 2026: 6000 + gov.dwp.ESA.income.couple: + row: "DWP Benefit and pension rates > Employment and Support Allowance > Personal allowances (2026-27: 'Income Related ESA - Personal Allowances') > Couple 'Both over 18'" + values: + 2019: 114.85 + 2020: 116.8 + 2021: 117.4 + 2022: 121.05 + 2023: 133.3 + 2024: 142.25 + 2025: 144.65 + 2026: 153.61 + gov.dwp.IIDB.maximum: + row: "Industrial Injuries Disablement Benefit > Standard rate, assessed level of disablement 1.00 (100%)" + values: + 2019: 179 + 2020: 182 + 2021: 182.9 + 2022: 188.6 + 2023: 207.6 + 2024: 221.5 + 2025: 225.3 + 2026: 233.9 + gov.dwp.JSA.contrib.amount_18_24: + row: "DWP Benefit and pension rates > Jobseeker's Allowance > Contribution-based JSA personal rates > 'Under 25'" + values: + 2019: 57.9 + 2020: 58.9 + 2021: 59.2 + 2022: 61.05 + 2023: 67.2 + 2024: 71.7 + 2025: 72.9 + 2026: 75.65 + gov.dwp.JSA.contrib.amount_over_25: + row: "DWP Benefit and pension rates > Jobseeker's Allowance > Contribution-based JSA personal rates > '25 or over'" + values: + 2019: 73.1 + 2020: 74.35 + 2021: 74.7 + 2022: 77 + 2023: 84.8 + 2024: 90.5 + 2025: 92.05 + 2026: 95.55 + gov.dwp.JSA.income.amount_18_24: + row: "DWP Benefit and pension rates > Jobseeker's Allowance > Income-based JSA personal allowances > Single 'Under 25'" + values: + 2019: 57.9 + 2020: 58.9 + 2021: 59.2 + 2022: 61.05 + 2023: 67.2 + 2024: 71.7 + 2025: 72.9 + 2026: 75.65 + gov.dwp.JSA.income.amount_over_25: + row: "DWP Benefit and pension rates > Jobseeker's Allowance > Income-based JSA personal allowances > Single '25 or over'" + values: + 2019: 73.1 + 2020: 74.35 + 2021: 74.7 + 2022: 77 + 2023: 84.8 + 2024: 90.5 + 2025: 92.05 + 2026: 95.55 + gov.dwp.JSA.income.capital.limit: + row: "DWP Benefit and pension rates > Capital limits > 'Upper limit' 16,000" + values: + 2019: 16000 + 2020: 16000 + 2021: 16000 + 2022: 16000 + 2023: 16000 + 2024: 16000 + 2025: 16000 + 2026: 16000 + gov.dwp.JSA.income.capital.tariff_income.amount: + row: "DWP Benefit and pension rates > Tariff income: '£1 for every £250, or part thereof, between the amount of capital disregarded and the capital upper limit'" + values: + 2019: 1 + 2020: 1 + 2021: 1 + 2022: 1 + 2023: 1 + 2024: 1 + 2025: 1 + 2026: 1 + gov.dwp.JSA.income.capital.tariff_income.step: + row: "DWP Benefit and pension rates > Tariff income: '£1 for every £250, or part thereof'" + values: + 2019: 250 + 2020: 250 + 2021: 250 + 2022: 250 + 2023: 250 + 2024: 250 + 2025: 250 + 2026: 250 + gov.dwp.JSA.income.capital.tariff_income.threshold: + row: "DWP Benefit and pension rates > Capital limits > 'Amount disregarded' 6,000" + values: + 2019: 6000 + 2020: 6000 + 2021: 6000 + 2022: 6000 + 2023: 6000 + 2024: 6000 + 2025: 6000 + 2026: 6000 + gov.dwp.JSA.income.couple: + row: "DWP Benefit and pension rates > Jobseeker's Allowance > Income-based JSA personal allowances > Couple 'Both 18 or over'" + values: + 2019: 114.85 + 2020: 116.8 + 2021: 117.4 + 2022: 121.05 + 2023: 133.3 + 2024: 142.25 + 2025: 144.65 + 2026: 150.15 + gov.dwp.JSA.income.income_disregard_couple: + row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Couple (not ESA(IR))' 10.00" + values: + 2019: 10 + 2020: 10 + 2021: 10 + 2022: 10 + 2023: 10 + 2024: 10 + 2025: 10 + 2026: 10 + gov.dwp.JSA.income.income_disregard_lone_parent: + row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Higher (special occupations/circumstances)' 20.00 (JSA Regs 1996 Sch 6" + values: + 2019: 20 + 2020: 20 + 2021: 20 + 2022: 20 + 2023: 20 + 2024: 20 + 2025: 20 + 2026: 20 + gov.dwp.JSA.income.income_disregard_single: + row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Standard (single claimant) (not ESA(IR))' 5.00" + values: + 2019: 5 + 2020: 5 + 2021: 5 + 2022: 5 + 2023: 5 + 2024: 5 + 2025: 5 + 2026: 5 + gov.dwp.attendance_allowance.higher: + row: "Attendance Allowance > Higher rate" + values: + 2019: 87.65 + 2020: 89.15 + 2021: 89.6 + 2022: 92.4 + 2023: 101.75 + 2024: 108.55 + 2025: 110.4 + 2026: 114.6 + gov.dwp.attendance_allowance.lower: + row: "Attendance Allowance > Lower rate" + values: + 2019: 58.7 + 2020: 59.7 + 2021: 60 + 2022: 61.85 + 2023: 68.1 + 2024: 72.65 + 2025: 73.9 + 2026: 76.7 + gov.dwp.benefit_cap.non_single.in_london: + row: "Annual level of benefit cap (Greater London) - Couples (with or without children) or single claimants with a child of qualifying age" + values: + 2019: 23000 + 2020: 23000 + 2021: 23000 + 2022: 23000 + 2023: 25323 + 2024: 25323 + 2025: 25323 + 2026: 25323 + gov.dwp.benefit_cap.non_single.outside_london: + row: "Annual level of benefit cap (rest of Great Britain) - Couples (with or without children) or single claimants with a child of qualifying age" + values: + 2019: 20000 + 2020: 20000 + 2021: 20000 + 2022: 20000 + 2023: 22020 + 2024: 22020 + 2025: 22020 + 2026: 22020 + gov.dwp.benefit_cap.single.in_london: + row: "Annual level of benefit cap (Greater London) - Single adult households without children" + values: + 2019: 15410 + 2020: 15410 + 2021: 15410 + 2022: 15410 + 2023: 16967 + 2024: 16967 + 2025: 16967 + 2026: 16967 + gov.dwp.benefit_cap.single.outside_london: + row: "Annual level of benefit cap (rest of Great Britain) - Single adult households without children" + values: + 2019: 13400 + 2020: 13400 + 2021: 13400 + 2022: 13400 + 2023: 14753 + 2024: 14753 + 2025: 14753 + 2026: 14753 + gov.dwp.carer_premium.couple: + row: "Housing Benefit > Premiums > Carer (per qualifying person), doubled: the legal amount for two carers is 2 x this row" + values: + 2015: 69.2 + 2016: 69.2 + 2017: 69.9 + 2018: 72.0 + 2019: 73.7 + 2020: 75.0 + 2021: 75.4 + 2022: 77.7 + 2023: 85.5 + 2024: 91.2 + 2025: 92.8 + 2026: 96.3 + gov.dwp.carer_premium.single: + row: "Housing Benefit > Premiums > Carer" + values: + 2019: 36.85 + 2020: 37.5 + 2021: 37.7 + 2022: 38.85 + 2023: 42.75 + 2024: 45.6 + 2025: 46.4 + 2026: 48.15 + gov.dwp.carers_allowance.rate: + row: "Carer's Allowance > Carer's Allowance" + values: + 2019: 66.15 + 2020: 67.25 + 2021: 67.6 + 2022: 69.7 + 2023: 76.75 + 2024: 81.9 + 2025: 83.3 + 2026: 86.45 + gov.dwp.constant_attendance_allowance.exceptional_rate: + row: "Industrial Injuries Disablement Benefit > Constant Attendance Allowance > Exceptional rate (own section in the 2019-20 to 2023-24 docs, inside the IIDB section from 2024-25)" + values: + 2015: 134.4 + 2016: 134.4 + 2017: 135.8 + 2018: 139.8 + 2019: 143.2 + 2020: 145.6 + 2021: 146.4 + 2022: 151 + 2023: 166.2 + 2024: 177.4 + 2025: 180.4 + 2026: 187.2 + gov.dwp.constant_attendance_allowance.full_day_rate: + row: "Industrial Injuries Disablement Benefit > Constant Attendance Allowance > Normal maximum rate" + values: + 2015: 67.2 + 2016: 67.2 + 2017: 67.9 + 2018: 69.9 + 2019: 71.6 + 2020: 72.8 + 2021: 73.2 + 2022: 75.5 + 2023: 83.1 + 2024: 88.7 + 2025: 90.2 + 2026: 93.6 + gov.dwp.constant_attendance_allowance.intermediate_rate: + row: "Industrial Injuries Disablement Benefit > Constant Attendance Allowance > Intermediate rate" + values: + 2015: 100.8 + 2016: 100.8 + 2017: 101.85 + 2018: 104.85 + 2019: 107.4 + 2020: 109.2 + 2021: 109.8 + 2022: 113.25 + 2023: 124.65 + 2024: 133.05 + 2025: 135.3 + 2026: 140.4 + gov.dwp.constant_attendance_allowance.part_day_rate: + row: "Industrial Injuries Disablement Benefit > Constant Attendance Allowance > Part-time rate" + values: + 2015: 33.6 + 2016: 33.6 + 2017: 33.95 + 2018: 34.95 + 2019: 35.8 + 2020: 36.4 + 2021: 36.6 + 2022: 37.75 + 2023: 41.55 + 2024: 44.35 + 2025: 45.1 + 2026: 46.8 + gov.dwp.disability_premia.disability_couple: + row: "Housing Benefit > Premiums > Disability > Couple" + values: + 2015: 45.95 + 2016: 45.95 + 2017: 46.4 + 2018: 47.8 + 2019: 48.95 + 2020: 49.8 + 2021: 50.05 + 2022: 51.6 + 2023: 56.8 + 2024: 60.6 + 2025: 61.65 + 2026: 64 + gov.dwp.disability_premia.disability_single: + row: "Housing Benefit > Premiums > Disability > Single" + values: + 2015: 32.25 + 2016: 32.25 + 2017: 32.55 + 2018: 33.55 + 2019: 34.35 + 2020: 34.95 + 2021: 35.1 + 2022: 36.2 + 2023: 39.85 + 2024: 42.5 + 2025: 43.2 + 2026: 44.85 + gov.dwp.disability_premia.enhanced_couple: + row: "Housing Benefit > Premiums > Enhanced disability > Couple" + values: + 2015: 22.6 + 2016: 22.6 + 2017: 22.85 + 2018: 23.55 + 2019: 24.1 + 2020: 24.5 + 2021: 24.6 + 2022: 25.35 + 2023: 27.9 + 2024: 29.75 + 2025: 30.25 + 2026: 31.4 + gov.dwp.disability_premia.enhanced_single: + row: "Housing Benefit > Premiums > Enhanced disability > Single" + values: + 2015: 15.75 + 2016: 15.75 + 2017: 15.9 + 2018: 16.4 + 2019: 16.8 + 2020: 17.1 + 2021: 17.2 + 2022: 17.75 + 2023: 19.55 + 2024: 20.85 + 2025: 21.2 + 2026: 22 + gov.dwp.disability_premia.severe_couple: + row: "Housing Benefit > Premiums > Severe disability > Couple (higher rate)" + values: + 2015: 123.7 + 2016: 123.7 + 2017: 124.9 + 2018: 128.6 + 2019: 131.7 + 2020: 133.9 + 2021: 134.6 + 2022: 138.8 + 2023: 152.8 + 2024: 163 + 2025: 165.8 + 2026: 172.1 + gov.dwp.disability_premia.severe_single: + row: "Housing Benefit > Premiums > Severe disability > Single" + values: + 2015: 61.85 + 2016: 61.85 + 2017: 62.45 + 2018: 64.3 + 2019: 65.85 + 2020: 66.95 + 2021: 67.3 + 2022: 69.4 + 2023: 76.4 + 2024: 81.5 + 2025: 82.9 + 2026: 86.05 + gov.dwp.dla.mobility.higher: + row: "Disability Living Allowance > Mobility component > Higher" + values: + 2019: 61.2 + 2020: 62.25 + 2021: 62.55 + 2022: 64.5 + 2023: 71 + 2024: 75.75 + 2025: 77.05 + 2026: 80 + gov.dwp.dla.mobility.lower: + row: "Disability Living Allowance > Mobility component > Lower" + values: + 2019: 23.2 + 2020: 23.6 + 2021: 23.7 + 2022: 24.45 + 2023: 26.9 + 2024: 28.7 + 2025: 29.2 + 2026: 30.3 + gov.dwp.dla.self_care.higher: + row: "Disability Living Allowance > Care component > Highest" + values: + 2019: 87.65 + 2020: 89.15 + 2021: 89.6 + 2022: 92.4 + 2023: 101.75 + 2024: 108.55 + 2025: 110.4 + 2026: 114.6 + gov.dwp.dla.self_care.lower: + row: "Disability Living Allowance > Care component > Lowest" + values: + 2019: 23.2 + 2020: 23.6 + 2021: 23.7 + 2022: 24.45 + 2023: 26.9 + 2024: 28.7 + 2025: 29.2 + 2026: 30.3 + gov.dwp.dla.self_care.middle: + row: "Disability Living Allowance > Care component > Middle" + values: + 2019: 58.7 + 2020: 59.7 + 2021: 60 + 2022: 61.85 + 2023: 68.1 + 2024: 72.65 + 2025: 73.9 + 2026: 76.7 + gov.dwp.housing_benefit.allowances.couple.aged: + row: "Housing Benefit > Personal allowances > Couple - State Pension age or over (one or both reached SPA before 1 April 2021); 'one or both 65 and over' row for 2015-2019" + values: + 2019: 270.6 + 2020: 280.85 + 2021: 286.05 + 2022: 294.9 + 2023: 324.7 + 2024: 352 + 2025: 366 + 2026: 383.35 + gov.dwp.housing_benefit.allowances.couple.older: + row: "Housing Benefit > Personal allowances > Couple > One or both 18 or over" + values: + 2019: 114.85 + 2020: 116.8 + 2021: 117.4 + 2022: 121.05 + 2023: 133.3 + 2024: 142.25 + 2025: 144.65 + 2026: 150.15 + gov.dwp.housing_benefit.allowances.couple.younger: + row: "Housing Benefit > Personal allowances > Couple > Both under 18" + values: + 2019: 87.5 + 2020: 89 + 2021: 89.45 + 2022: 92.2 + 2023: 101.5 + 2024: 108.3 + 2025: 110.15 + 2026: 114.35 + gov.dwp.housing_benefit.allowances.lone_parent.aged: + row: "Housing Benefit > Personal allowances > Single / lone parent - State Pension age or over (pre-1-April-2021 cohort); 65 and over row for 2015-2019" + values: + 2019: 181 + 2020: 187.75 + 2021: 191.15 + 2022: 197.1 + 2023: 217 + 2024: 235.2 + 2025: 244.4 + 2026: 256 + gov.dwp.housing_benefit.allowances.lone_parent.older: + row: "Housing Benefit > Personal allowances > Lone parent > 18 or over" + values: + 2019: 73.1 + 2020: 74.35 + 2021: 74.7 + 2022: 77 + 2023: 84.8 + 2024: 90.5 + 2025: 92.05 + 2026: 95.55 + gov.dwp.housing_benefit.allowances.lone_parent.younger: + row: "Housing Benefit > Personal allowances > Lone parent > Under 18" + values: + 2019: 57.9 + 2020: 58.9 + 2021: 59.2 + 2022: 61.05 + 2023: 67.2 + 2024: 71.7 + 2025: 72.9 + 2026: 75.65 + gov.dwp.housing_benefit.allowances.single.aged: + row: "Housing Benefit > Personal allowances > Single / lone parent - State Pension age or over (pre-1-April-2021 cohort); 65 and over row for 2015-2019" + values: + 2019: 181 + 2020: 187.75 + 2021: 191.15 + 2022: 197.1 + 2023: 217 + 2024: 235.2 + 2025: 244.4 + 2026: 256 + gov.dwp.housing_benefit.allowances.single.older: + row: "Housing Benefit > Personal allowances > Single > 25 or over" + values: + 2019: 73.1 + 2020: 74.35 + 2021: 74.7 + 2022: 77 + 2023: 84.8 + 2024: 90.5 + 2025: 92.05 + 2026: 95.55 + gov.dwp.housing_benefit.allowances.single.younger: + row: "Housing Benefit > Personal allowances > Single > Under 25" + values: + 2019: 57.9 + 2020: 58.9 + 2021: 59.2 + 2022: 61.05 + 2023: 67.2 + 2024: 71.7 + 2025: 72.9 + 2026: 75.65 + gov.dwp.housing_benefit.means_test.capital.pension_age.limit: + row: "Capital limits > Upper limit (rules common to IS/JSA/ESA/HB); 'Upper limit - PC and those getting HB and PC Guarantee Credit: No limit'" + values: + 2019: 16000 + 2020: 16000 + 2021: 16000 + 2022: 16000 + 2023: 16000 + 2024: 16000 + 2025: 16000 + 2026: 16000 + gov.dwp.housing_benefit.means_test.capital.pension_age.tariff_income.amount: + row: "Capital limits > Tariff income - pension age ('£1 for every £500')" + values: + 2019: 1 + 2020: 1 + 2021: 1 + 2022: 1 + 2023: 1 + 2024: 1 + 2025: 1 + 2026: 1 + gov.dwp.housing_benefit.means_test.capital.pension_age.tariff_income.step: + row: "Capital limits > Tariff income - Pension Credit and Housing Benefit where claimant/partner is over State Pension age ('£1 for every £500, or part thereof')" + values: + 2019: 500 + 2020: 500 + 2021: 500 + 2022: 500 + 2023: 500 + 2024: 500 + 2025: 500 + 2026: 500 + gov.dwp.housing_benefit.means_test.capital.pension_age.tariff_income.threshold: + row: "Capital limits > Amount disregarded - Pension Credit and HB for those above the qualifying age for Pension Credit" + values: + 2019: 10000 + 2020: 10000 + 2021: 10000 + 2022: 10000 + 2023: 10000 + 2024: 10000 + 2025: 10000 + 2026: 10000 + gov.dwp.housing_benefit.means_test.capital.working_age.limit: + row: "Capital limits > Upper limit" + values: + 2019: 16000 + 2020: 16000 + 2021: 16000 + 2022: 16000 + 2023: 16000 + 2024: 16000 + 2025: 16000 + 2026: 16000 + gov.dwp.housing_benefit.means_test.capital.working_age.tariff_income.amount: + row: "Capital limits > Tariff income ('£1 for every £250')" + values: + 2019: 1 + 2020: 1 + 2021: 1 + 2022: 1 + 2023: 1 + 2024: 1 + 2025: 1 + 2026: 1 + gov.dwp.housing_benefit.means_test.capital.working_age.tariff_income.step: + row: "Capital limits > Tariff income ('£1 for every £250, or part thereof')" + values: + 2019: 250 + 2020: 250 + 2021: 250 + 2022: 250 + 2023: 250 + 2024: 250 + 2025: 250 + 2026: 250 + gov.dwp.housing_benefit.means_test.capital.working_age.tariff_income.threshold: + row: "Capital limits > Amount disregarded (IS/JSA/ESA/HB)" + values: + 2019: 6000 + 2020: 6000 + 2021: 6000 + 2022: 6000 + 2023: 6000 + 2024: 6000 + 2025: 6000 + 2026: 6000 + gov.dwp.income_support.amounts.amount_16_24: + row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Single 'Under 25'" + values: + 2019: 57.9 + 2020: 58.9 + 2021: 59.2 + 2022: 61.05 + 2023: 67.2 + 2024: 71.7 + 2025: 72.9 + 2026: 75.65 + gov.dwp.income_support.amounts.amount_couples_16_17: + row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Couple 'Both under 18' (standard rate; 'Both under 18 - higher rate' is 110.15 in 2025-26)" + values: + 2019: 57.9 + 2020: 58.9 + 2021: 59.2 + 2022: 61.05 + 2023: 67.2 + 2024: 71.7 + 2025: 72.9 + 2026: 75.65 + gov.dwp.income_support.amounts.amount_couples_age_gap: + row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Couple 'One under 18, one 25 and over'" + values: + 2019: 73.1 + 2020: 74.35 + 2021: 74.7 + 2022: 77 + 2023: 84.8 + 2024: 90.5 + 2025: 92.05 + 2026: 95.55 + gov.dwp.income_support.amounts.amount_couples_over_18: + row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Couple 'Both 18 or over'" + values: + 2019: 114.85 + 2020: 116.8 + 2021: 117.4 + 2022: 121.05 + 2023: 133.3 + 2024: 142.25 + 2025: 144.65 + 2026: 150.15 + gov.dwp.income_support.amounts.amount_lone_16_17: + row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Lone parent 'Under 18'" + values: + 2019: 57.9 + 2020: 58.9 + 2021: 59.2 + 2022: 61.05 + 2023: 67.2 + 2024: 71.7 + 2025: 72.9 + 2026: 75.65 + gov.dwp.income_support.amounts.amount_lone_over_18: + row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Lone parent '18 or over'" + values: + 2019: 73.1 + 2020: 74.35 + 2021: 74.7 + 2022: 77 + 2023: 84.8 + 2024: 90.5 + 2025: 92.05 + 2026: 95.55 + gov.dwp.income_support.amounts.amount_over_25: + row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Single '25 or over'" + values: + 2019: 73.1 + 2020: 74.35 + 2021: 74.7 + 2022: 77 + 2023: 84.8 + 2024: 90.5 + 2025: 92.05 + 2026: 95.55 + gov.dwp.income_support.means_test.capital.limit: + row: "DWP Benefit and pension rates > Capital limits > 'Upper limit' 16,000" + values: + 2019: 16000 + 2020: 16000 + 2021: 16000 + 2022: 16000 + 2023: 16000 + 2024: 16000 + 2025: 16000 + 2026: 16000 + gov.dwp.income_support.means_test.capital.tariff_income.amount: + row: "DWP Benefit and pension rates > Tariff income: '£1 for every £250, or part thereof, between the amount of capital disregarded and the capital upper limit'" + values: + 2019: 1 + 2020: 1 + 2021: 1 + 2022: 1 + 2023: 1 + 2024: 1 + 2025: 1 + 2026: 1 + gov.dwp.income_support.means_test.capital.tariff_income.step: + row: "DWP Benefit and pension rates > Tariff income: '£1 for every £250, or part thereof'" + values: + 2019: 250 + 2020: 250 + 2021: 250 + 2022: 250 + 2023: 250 + 2024: 250 + 2025: 250 + 2026: 250 + gov.dwp.income_support.means_test.capital.tariff_income.threshold: + row: "DWP Benefit and pension rates > Capital limits > 'Amount disregarded' 6,000" + values: + 2019: 6000 + 2020: 6000 + 2021: 6000 + 2022: 6000 + 2023: 6000 + 2024: 6000 + 2025: 6000 + 2026: 6000 + gov.dwp.income_support.means_test.earn_disregard: + row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Standard (single claimant) (not ESA(IR))' 5.00" + values: + 2019: 5 + 2020: 5 + 2021: 5 + 2022: 5 + 2023: 5 + 2024: 5 + 2025: 5 + 2026: 5 + gov.dwp.income_support.means_test.income_disregard_couple: + row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Couple (not ESA(IR))' 10.00" + values: + 2019: 10 + 2020: 10 + 2021: 10 + 2022: 10 + 2023: 10 + 2024: 10 + 2025: 10 + 2026: 10 + gov.dwp.income_support.means_test.income_disregard_lone_parent: + row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Higher (special occupations/circumstances)' 20.00 (IS Regs 1987 Sch 8 " + values: + 2019: 20 + 2020: 20 + 2021: 20 + 2022: 20 + 2023: 20 + 2024: 20 + 2025: 20 + 2026: 20 + gov.dwp.income_support.means_test.income_disregard_single: + row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Standard (single claimant) (not ESA(IR))' 5.00" + values: + 2019: 5 + 2020: 5 + 2021: 5 + 2022: 5 + 2023: 5 + 2024: 5 + 2025: 5 + 2026: 5 + gov.dwp.pension_credit.guarantee_credit.carer.addition: + row: "Pension Credit | Additional amount for carers" + values: + 2019: 36.85 + 2020: 37.5 + 2021: 37.7 + 2022: 38.85 + 2023: 42.75 + 2024: 45.6 + 2025: 46.4 + 2026: 48.15 + gov.dwp.pension_credit.guarantee_credit.child.addition: + row: "Pension Credit | Children | Subsequent children" + values: + 2018: 53.34 + 2019: 53.34 + 2020: 54.32 + 2021: 54.6 + 2022: 56.35 + 2023: 61.88 + 2024: 66.29 + 2025: 67.42 + 2026: 69.98 + gov.dwp.pension_credit.guarantee_credit.child.disability.addition: + row: "Pension Credit | Disabled child | Lower rate" + values: + 2018: 29.02 + 2019: 29.02 + 2020: 29.52 + 2021: 29.66 + 2022: 30.58 + 2023: 33.67 + 2024: 35.93 + 2025: 36.54 + 2026: 37.93 + gov.dwp.pension_credit.guarantee_credit.child.disability.severe.addition: + row: "Pension Credit | Disabled child | Higher rate" + values: + 2018: 88.34 + 2019: 90.23 + 2020: 92.12 + 2021: 92.54 + 2022: 95.48 + 2023: 104.86 + 2024: 112.21 + 2025: 114.12 + 2026: 118.46 + gov.dwp.pension_credit.guarantee_credit.child.first.addition: + row: "Pension Credit | Children | First child born before 6 April 2017" + values: + 2019: 63.84 + 2020: 64.82 + 2021: 65.1 + 2022: 66.85 + 2023: 72.31 + 2024: 76.79 + 2025: 78.1 + 2026: 81.07 + gov.dwp.pension_credit.guarantee_credit.minimum_guarantee.COUPLE: + row: "Pension Credit | Standard minimum guarantee | Couple" + values: + 2019: 255.25 + 2020: 265.2 + 2021: 270.3 + 2022: 278.7 + 2023: 306.85 + 2024: 332.95 + 2025: 346.6 + 2026: 363.25 + gov.dwp.pension_credit.guarantee_credit.minimum_guarantee.SINGLE: + row: "Pension Credit | Standard minimum guarantee | Single" + values: + 2019: 167.25 + 2020: 173.75 + 2021: 177.1 + 2022: 182.6 + 2023: 201.05 + 2024: 218.15 + 2025: 227.1 + 2026: 238 + gov.dwp.pension_credit.guarantee_credit.severe_disability.addition: + row: "Pension Credit | Additional amount for severe disability | Single (= Couple, one qualifies)" + values: + 2015: 61.85 + 2016: 61.85 + 2017: 62.45 + 2018: 64.3 + 2019: 65.85 + 2020: 66.95 + 2021: 67.3 + 2022: 69.4 + 2023: 76.4 + 2024: 81.5 + 2025: 82.9 + 2026: 86.05 + gov.dwp.pension_credit.income.capital.lower_threshold: + row: "Capital limits | Amount disregarded – Pension Credit and HB for those above the qualifying age for Pension Credit" + values: + 2019: 10000 + 2020: 10000 + 2021: 10000 + 2022: 10000 + 2023: 10000 + 2024: 10000 + 2025: 10000 + 2026: 10000 + gov.dwp.pension_credit.income.capital.tariff_income.amount: + row: "Tariff income – Pension Credit and Housing Benefit where claimant/partner is over State Pension age: '£1 for every £500, or part thereof'" + values: + 2019: 1 + 2020: 1 + 2021: 1 + 2022: 1 + 2023: 1 + 2024: 1 + 2025: 1 + 2026: 1 + gov.dwp.pension_credit.income.capital.tariff_income.step: + row: "Tariff income – Pension Credit and Housing Benefit where claimant/partner is over State Pension age: '£1 for every £500, or part thereof'" + values: + 2019: 500 + 2020: 500 + 2021: 500 + 2022: 500 + 2023: 500 + 2024: 500 + 2025: 500 + 2026: 500 + gov.dwp.pension_credit.savings_credit.threshold.COUPLE: + row: "Pension Credit | Savings credit | Threshold – couple" + values: + 2019: 229.67 + 2020: 239.17 + 2021: 244.12 + 2022: 251.7 + 2023: 277.12 + 2024: 301.22 + 2025: 314.34 + 2026: 329.75 + gov.dwp.pension_credit.savings_credit.threshold.SINGLE: + row: "Pension Credit | Savings credit | Threshold – single" + values: + 2019: 144.38 + 2020: 150.47 + 2021: 153.7 + 2022: 158.47 + 2023: 174.49 + 2024: 189.8 + 2025: 198.27 + 2026: 208.07 + gov.dwp.pip.daily_living.enhanced: + row: "Personal Independence Payment > Daily living component > Enhanced" + values: + 2019: 87.65 + 2020: 89.15 + 2021: 89.6 + 2022: 92.4 + 2023: 101.75 + 2024: 108.55 + 2025: 110.4 + 2026: 114.6 + gov.dwp.pip.daily_living.standard: + row: "Personal Independence Payment > Daily living component > Standard" + values: + 2019: 58.7 + 2020: 59.7 + 2021: 60 + 2022: 61.85 + 2023: 68.1 + 2024: 72.65 + 2025: 73.9 + 2026: 76.7 + gov.dwp.pip.mobility.enhanced: + row: "Personal Independence Payment > Mobility component > Enhanced" + values: + 2019: 61.2 + 2020: 62.25 + 2021: 62.55 + 2022: 64.5 + 2023: 71 + 2024: 75.75 + 2025: 77.05 + 2026: 80 + gov.dwp.pip.mobility.standard: + row: "Personal Independence Payment > Mobility component > Standard" + values: + 2019: 23.2 + 2020: 23.6 + 2021: 23.7 + 2022: 24.45 + 2023: 26.9 + 2024: 28.7 + 2025: 29.2 + 2026: 30.3 + gov.dwp.sda.maximum: + row: "Severe Disablement Allowance > Basic rate + Age-related addition (from Dec 90) Higher rate (sum of two rows)" + values: + 2019: 91.4 + 2020: 92.95 + 2021: 93.4 + 2022: 96.3 + 2023: 106 + 2024: 113.1 + 2025: 115 + 2026: 119.35 + gov.dwp.state_pension.basic_state_pension.amount: + row: "Old State Pension | Category A or B basic pension" + values: + 2019: 129.2 + 2020: 134.25 + 2021: 137.6 + 2022: 141.85 + 2023: 156.2 + 2024: 169.5 + 2025: 176.45 + 2026: 184.9 + gov.dwp.state_pension.new_state_pension.amount: + row: "New State Pension | Full rate" + values: + 2019: 168.6 + 2020: 175.2 + 2021: 179.6 + 2022: 185.15 + 2023: 203.85 + 2024: 221.2 + 2025: 230.25 + 2026: 241.3 + gov.dwp.tax_credits.child_tax_credit.elements.child_element: + row: "HMRC 'Tax credits, Child Benefit and Guardian's Allowance' rates > Child Tax Credit rates > 'Child element'" + values: + 2019: 2780 + 2020: 2830 + 2021: 2845 + 2022: 2935 + 2023: 3235 + 2024: 3455 + gov.dwp.tax_credits.child_tax_credit.elements.dis_child_element: + row: "HMRC tax credit rates > Child Tax Credit rates > 'Disabled child element' / 'Disability element: disabled child rate'" + values: + 2019: 3355 + 2020: 3415 + 2021: 3435 + 2022: 3545 + 2023: 3905 + 2024: 4170 + gov.dwp.tax_credits.child_tax_credit.elements.family_element: + row: "HMRC tax credit rates > Child Tax Credit rates > 'Child Tax Credit family element'" + values: + 2019: 545 + 2020: 545 + 2021: 545 + 2022: 545 + 2023: 545 + 2024: 545 + gov.dwp.tax_credits.child_tax_credit.elements.severe_dis_child_element: + row: "HMRC tax credit rates > Child Tax Credit rates > 'Severely disabled child element' / 'Disability element: severely disabled child rate'" + values: + 2019: 1360 + 2020: 1385 + 2021: 1390 + 2022: 1430 + 2023: 1575 + 2024: 1680 + gov.dwp.tax_credits.means_test.income_reduction_rate: + row: "HMRC tax credit rates > Tax credits income thresholds and withdrawal rates > 'Withdrawal threshold rate (%)' 41%" + values: + 2019: 0.41 + 2020: 0.41 + 2021: 0.41 + 2022: 0.41 + 2023: 0.41 + 2024: 0.41 + gov.dwp.tax_credits.means_test.income_threshold: + row: "HMRC tax credit rates > Tax credits income thresholds > 'Income threshold'" + values: + 2019: 6420 + 2020: 6530 + 2021: 6565 + 2022: 6770 + 2023: 7455 + 2024: 7955 + gov.dwp.tax_credits.means_test.income_threshold_CTC_only: + row: "HMRC tax credit rates > Tax credits income thresholds > 'Threshold for those entitled to Child Tax Credit only'" + values: + 2019: 16105 + 2020: 16385 + 2021: 16480 + 2022: 17005 + 2023: 18725 + 2024: 19995 + gov.dwp.tax_credits.working_tax_credit.elements.basic: + row: "HMRC tax credit rates > Working Tax Credit rates > 'Basic element'" + values: + 2019: 1960 + 2020: 3040 + 2021: 2005 + 2022: 2070 + 2023: 2280 + 2024: 2435 + gov.dwp.tax_credits.working_tax_credit.elements.childcare_1: + row: "HMRC tax credit rates > Childcare element of WTC > 'Maximum eligible cost for 1 child' £175/week; and DWP Benefit and pension rates > Disregards > Housing Benefit > 'Childcare charges' 175.00" + values: + 2019: 175 + 2020: 175 + 2021: 175 + 2022: 175 + 2023: 175 + 2024: 175 + 2025: 175 + 2026: 175 + gov.dwp.tax_credits.working_tax_credit.elements.childcare_2: + row: "HMRC tax credit rates > Childcare element of WTC > 'Maximum eligible cost for 2 or more children' £300/week; and DWP Benefit and pension rates > Disregards > Housing Benefit > 'Childcare charges (2 or" + values: + 2019: 300 + 2020: 300 + 2021: 300 + 2022: 300 + 2023: 300 + 2024: 300 + 2025: 300 + 2026: 300 + gov.dwp.tax_credits.working_tax_credit.elements.childcare_coverage: + row: "HMRC tax credit rates > Childcare element of WTC > 'Percentage of eligible costs covered' 70%" + values: + 2019: 0.7 + 2020: 0.7 + 2021: 0.7 + 2022: 0.7 + 2023: 0.7 + 2024: 0.7 + gov.dwp.tax_credits.working_tax_credit.elements.couple: + row: "HMRC tax credit rates > Working Tax Credit rates > 'Couple and lone parent element'" + values: + 2019: 2010 + 2020: 2045 + 2021: 2060 + 2022: 2125 + 2023: 2340 + 2024: 2500 + gov.dwp.tax_credits.working_tax_credit.elements.disabled: + row: "HMRC tax credit rates > Working Tax Credit rates > 'Disabled worker element'" + values: + 2019: 3165 + 2020: 3220 + 2021: 3240 + 2022: 3345 + 2023: 3685 + 2024: 3935 + gov.dwp.tax_credits.working_tax_credit.elements.lone_parent: + row: "HMRC tax credit rates > Working Tax Credit rates > 'Couple and lone parent element'" + values: + 2019: 2010 + 2020: 2045 + 2021: 2060 + 2022: 2125 + 2023: 2340 + 2024: 2500 + gov.dwp.tax_credits.working_tax_credit.elements.severely_disabled: + row: "HMRC tax credit rates > Working Tax Credit rates > 'Severe disability element'" + values: + 2019: 1365 + 2020: 1390 + 2021: 1400 + 2022: 1445 + 2023: 1595 + 2024: 1705 + gov.dwp.tax_credits.working_tax_credit.elements.worker: + row: "HMRC tax credit rates > Working Tax Credit rates > '30 hour element'" + values: + 2019: 810 + 2020: 825 + 2021: 830 + 2022: 860 + 2023: 950 + 2024: 1015 + gov.dwp.universal_credit.deductions.cap: + row: "UC 'Overall maximum deduction rate at X% of UC standard allowance' (the percentage is in the row or section heading; the cash rows are X% of each standard allowance)" + values: + 2019: 0.4 + 2020: 0.3 + 2021: 0.25 + 2022: 0.25 + 2023: 0.25 + 2024: 0.25 + 2025: 0.15 + 2026: 0.15 + gov.dwp.universal_credit.elements.carer.amount: + row: "Universal Credit - Carer amount" + values: + 2019: 160.2 + 2020: 162.92 + 2021: 163.73 + 2022: 168.81 + 2023: 185.86 + 2024: 198.31 + 2025: 201.68 + 2026: 209.34 + gov.dwp.universal_credit.elements.child.amount: + row: "Universal Credit child amounts - First child (born on or after 6 April 2017) or second child and subsequent child (where an exception or transitional provision applies)" + values: + 2019: 231.67 + 2020: 235.83 + 2021: 237.08 + 2022: 244.58 + 2023: 269.58 + 2024: 287.92 + 2025: 292.81 + 2026: 303.94 + gov.dwp.universal_credit.elements.child.disabled.amount: + row: "Disabled child additions - Lower rate addition" + values: + 2019: 126.11 + 2020: 128.25 + 2021: 128.89 + 2022: 132.89 + 2023: 146.31 + 2024: 156.11 + 2025: 158.76 + 2026: 164.79 + gov.dwp.universal_credit.elements.child.first.higher_amount: + row: "Universal Credit child amounts - First child (born prior to 6 April 2017)" + values: + 2019: 277.08 + 2020: 281.25 + 2021: 282.5 + 2022: 290 + 2023: 315 + 2024: 333.33 + 2025: 339 + 2026: 351.88 + gov.dwp.universal_credit.elements.child.severely_disabled.amount: + row: "Disabled child additions - Higher rate addition" + values: + 2019: 392.08 + 2020: 400.29 + 2021: 402.41 + 2022: 414.88 + 2023: 456.89 + 2024: 487.58 + 2025: 495.87 + 2026: 514.71 + gov.dwp.universal_credit.elements.disabled.amount: + row: "Limited Capability for Work and Work-Related Activity amount (2026-27: new-claimant row £217.26; separate row 'Pre-2026 claimant, severe conditions criteria claimant or claimant who is terminally ill'" + values: + 2019: 336.2 + 2020: 341.92 + 2021: 343.63 + 2022: 354.28 + 2023: 390.06 + 2024: 416.19 + 2025: 423.27 + 2026: 217.26 + gov.dwp.universal_credit.elements.housing.non_dep_deduction.amount: + row: "Non-dependants' housing cost contributions (UC section)" + values: + 2019: 73.89 + 2020: 75.15 + 2021: 75.53 + 2022: 77.87 + 2023: 85.73 + 2024: 91.47 + 2025: 93.02 + 2026: 96.55 + gov.dwp.universal_credit.means_test.capital.limit: + row: "2019-20 and 2020-21: 'Capital limits - Upper limit' (general row); from 2021-22: 'Capital limit - Universal Credit - Upper limit'" + values: + 2019: 16000 + 2020: 16000 + 2021: 16000 + 2022: 16000 + 2023: 16000 + 2024: 16000 + 2025: 16000 + 2026: 16000 + gov.dwp.universal_credit.means_test.capital.tariff_income.amount: + row: "Assumed income from capital for every £250 or part thereof, between capital disregard and upper capital limit" + values: + 2019: 4.35 + 2020: 4.35 + 2021: 4.35 + 2022: 4.35 + 2023: 4.35 + 2024: 4.35 + 2025: 4.35 + 2026: 4.35 + gov.dwp.universal_credit.means_test.capital.tariff_income.step: + row: "Row label of the assumed-income row: 'for every £250 or part thereof'" + values: + 2019: 250 + 2020: 250 + 2021: 250 + 2022: 250 + 2023: 250 + 2024: 250 + 2025: 250 + 2026: 250 + gov.dwp.universal_credit.means_test.capital.tariff_income.threshold: + row: "2019-20 and 2020-21: 'Capital limits - Amount disregarded - all benefits except Pension Credit and Housing Benefit for those above the qualifying age for Guarantee Credit'; from 2021-22: 'Capital limi" + values: + 2019: 6000 + 2020: 6000 + 2021: 6000 + 2022: 6000 + 2023: 6000 + 2024: 6000 + 2025: 6000 + 2026: 6000 + gov.dwp.universal_credit.means_test.work_allowance.with_housing: + row: "Work allowances - Lower work allowance (one or more dependent children or limited capability for work)" + values: + 2019: 287 + 2020: 292 + 2021: 293 + 2022: 344 + 2023: 379 + 2024: 404 + 2025: 411 + 2026: 427 + gov.dwp.universal_credit.means_test.work_allowance.without_housing: + row: "Work allowances - Higher work allowance (no housing amount) (one or more dependent children or limited capability for work)" + values: + 2019: 503 + 2020: 512 + 2021: 515 + 2022: 573 + 2023: 631 + 2024: 673 + 2025: 684 + 2026: 710 + gov.dwp.universal_credit.rebalancing.new_claimant_health_element: + row: "2026-27 'Limited Capability for Work and Work-Related Activity amount' (new-claimant row)" + values: + 2026: 217.26 + gov.dwp.universal_credit.standard_allowance.amount.COUPLE_OLD: + row: "UC Standard allowance - Joint claimants, one or both 25 or over" + values: + 2019: 498.89 + 2020: 594.04 + 2021: 596.58 + 2022: 525.72 + 2023: 578.82 + 2024: 617.6 + 2025: 628.1 + 2026: 666.97 + gov.dwp.universal_credit.standard_allowance.amount.COUPLE_YOUNG: + row: "UC Standard allowance - Joint claimants both under 25" + values: + 2019: 395.2 + 2020: 488.59 + 2021: 490.6 + 2022: 416.45 + 2023: 458.51 + 2024: 489.23 + 2025: 497.55 + 2026: 528.34 + gov.dwp.universal_credit.standard_allowance.amount.SINGLE_OLD: + row: "UC Standard allowance - Single 25 or over" + values: + 2019: 317.82 + 2020: 409.89 + 2021: 411.51 + 2022: 334.91 + 2023: 368.74 + 2024: 393.45 + 2025: 400.14 + 2026: 424.9 + gov.dwp.universal_credit.standard_allowance.amount.SINGLE_YOUNG: + row: "UC Standard allowance - Single under 25" + values: + 2019: 251.77 + 2020: 342.72 + 2021: 344 + 2022: 265.31 + 2023: 292.11 + 2024: 311.68 + 2025: 316.98 + 2026: 338.58 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/care.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/care.yaml index 2b42e68c77..11d5264d0c 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/care.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/care.yaml @@ -14,7 +14,7 @@ input: num_carers: 2 output: - carer_premium: 37.5 * 52 + carer_premium: 75.0 * 52 # 37.50 a week for each carer (HB Regs 2006 Sch 3 Part 4) - name: Three carers in a benefit unit stay at the couple rate (regression for #420) period: 2020 @@ -22,7 +22,7 @@ input: num_carers: 3 output: - carer_premium: 37.5 * 52 + carer_premium: 75.0 * 52 # at most two carers in a benefit unit - name: No carers in a benefit unit receive no premium period: 2020 @@ -67,6 +67,6 @@ carers_allowance_reported: 0 country: ENGLAND output: - carers_allowance: 83.29 * 52 + carers_allowance: 83.30 * 52 is_carer_for_benefits: true num_carers: 1 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/esa_income/esa_income_capital.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/esa_income/esa_income_capital.yaml index bdbbef68e0..0610c383e1 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/esa_income/esa_income_capital.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/esa_income/esa_income_capital.yaml @@ -190,7 +190,7 @@ output: esa_income: 0 income_support_eligible: true - income_support: 5_252.0073 + income_support: 4_786.60 # 92.05 a week (2025-26) - name: Income-related ESA capital test disregards private pension wealth period: 2026 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml index 49c22bda96..371443fe13 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml @@ -1,31 +1,36 @@ +# 2025-26 bands and deductions (HB Regs 2006 reg 74 as up-rated by SI 2025/295 +# art 23(3); DWP Benefit and pension rates 2025 to 2026): under £183 a week +# 19.65; £183-265.99 45.15; £266-347.99 62.00; £348-462.99 101.35; +# £463-576.99 115.45; £577 and above 126.65. + - name: Reduced rent without LHA period: 2025 input: housing_benefit_individual_non_dep_deduction_eligible: true total_income: 5_200 # 100 weekly output: - household_benefits_individual_non_dep_deduction: 19.3 * 52 + household_benefits_individual_non_dep_deduction: 19.65 * 52 - name: Higher amount period: 2025 input: housing_benefit_individual_non_dep_deduction_eligible: true - total_income: 28_912 # 556 weekly + total_income: 30_056 # 578 weekly output: - household_benefits_individual_non_dep_deduction: 124.55 * 52 + household_benefits_individual_non_dep_deduction: 126.65 * 52 - name: Middle amount period: 2025 input: housing_benefit_individual_non_dep_deduction_eligible: true - total_income: 17_420 # 335 weekly + total_income: 18_148 # 349 weekly output: - household_benefits_individual_non_dep_deduction: 99.65 * 52 + household_benefits_individual_non_dep_deduction: 101.35 * 52 - name: Exclusive brackets period: 2025 input: housing_benefit_individual_non_dep_deduction_eligible: true - total_income: 9_153 # 176 weekly + total_income: 9_517 # just over 183 weekly, the lower edge of the second band output: - household_benefits_individual_non_dep_deduction: 44.4 * 52 + household_benefits_individual_non_dep_deduction: 45.15 * 52 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support/income_support_capital.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support/income_support_capital.yaml index 585884ea9c..3e0f98b6c0 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support/income_support_capital.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support/income_support_capital.yaml @@ -91,7 +91,10 @@ output: income_support_eligible: true income_support_tariff_income: 104 - income_support: 4209.82 + # 74.70 a week (2021-22 lone parent aged 18 or over). The tariff income is + # absorbed because the model applies the £20 lone-parent earnings disregard + # to all income, not only earnings. + income_support: 3884.40 - name: Income Support remains eligible at the upper capital limit period: 2021 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support_post_migration.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support_post_migration.yaml index 0223228b7a..f143be9b46 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support_post_migration.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support_post_migration.yaml @@ -18,7 +18,7 @@ members: [p1, c1] savings: 1000 output: - income_support: 5252.0073 + income_support: 4786.60 # 92.05 a week (2025-26) - name: Income Support is zero after scheme ended on 31 March 2026 period: 2026 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/tax_credits_post_migration.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/tax_credits_post_migration.yaml index ab798e3c8b..7865994c65 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/tax_credits_post_migration.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/tax_credits_post_migration.yaml @@ -8,7 +8,7 @@ working_tax_credit_reported: 3000 claims_all_entitled_benefits: true output: - tax_credits: 2607 + tax_credits: 2611.55 # WTC basic 2,435 + 30-hour 1,015 - 0.41 x (10,000 - 7,955) - name: Tax credits are zero after scheme ended on 5 April 2025 period: 2026 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/universal_credit/housing_costs_element/non_dep_deduction/uc_individual_non_dep_deduction.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/universal_credit/housing_costs_element/non_dep_deduction/uc_individual_non_dep_deduction.yaml index 1f7f3eada3..9a9ca3cced 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/universal_credit/housing_costs_element/non_dep_deduction/uc_individual_non_dep_deduction.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/universal_credit/housing_costs_element/non_dep_deduction/uc_individual_non_dep_deduction.yaml @@ -11,7 +11,7 @@ members: person benunit_rent: 0 output: - uc_individual_non_dep_deduction: 75.53 * 12 + uc_individual_non_dep_deduction: 75.15 * 12 - name: Exempt, no deduction period: 2020 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/personal/carer_support_payment.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/personal/carer_support_payment.yaml index 4af76988bc..2f9b5d0f2d 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/personal/carer_support_payment.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/personal/carer_support_payment.yaml @@ -18,7 +18,7 @@ country: ENGLAND output: carer_support_payment: 0 - carers_allowance: 4331.08 + carers_allowance: 4331.6 # 83.30 a week in 2025-26 - name: Non-carer in Scotland gets neither period: 2025 diff --git a/policyengine_uk/tests/policy/baseline/gov/dwp/benefit_rates_2025_26.yaml b/policyengine_uk/tests/policy/baseline/gov/dwp/benefit_rates_2025_26.yaml new file mode 100644 index 0000000000..3ecd15f92e --- /dev/null +++ b/policyengine_uk/tests/policy/baseline/gov/dwp/benefit_rates_2025_26.yaml @@ -0,0 +1,252 @@ +# 2025-26 rates from DWP's "Benefit and pension rates 2025 to 2026", as set by +# the Social Security Benefits Up-rating Order 2025 (SI 2025/295). Weekly +# amounts times 52. + +- name: Pension Credit standard minimum guarantee, single + period: 2025 + absolute_error_margin: 0.01 + input: + benunits: + benunit: + members: [person] + relation_type: SINGLE + people: + person: + age: 70 + output: + standard_minimum_guarantee: 227.10 * 52 + +- name: Pension Credit standard minimum guarantee, couple + period: 2025 + absolute_error_margin: 0.01 + input: + benunits: + benunit: + members: [person, partner] + relation_type: COUPLE + people: + person: + age: 70 + partner: + age: 70 + output: + standard_minimum_guarantee: 346.60 * 52 + +- name: Housing Benefit personal allowance, single aged 25 or over + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person: + is_SP_age: false + benunits: + benunit: + members: [person] + housing_benefit_eligible: true + eldest_adult_age: 30 + is_single_person: true + is_couple: false + is_lone_parent: false + benefits_premiums: 0 + output: + housing_benefit_applicable_amount: 92.05 * 52 + +- name: Housing Benefit personal allowance, single under 25 + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person: + is_SP_age: false + benunits: + benunit: + members: [person] + housing_benefit_eligible: true + eldest_adult_age: 22 + is_single_person: true + is_couple: false + is_lone_parent: false + benefits_premiums: 0 + output: + housing_benefit_applicable_amount: 72.90 * 52 + +- name: Housing Benefit personal allowance, couple one or both 18 or over + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person: + is_SP_age: false + partner: + is_SP_age: false + benunits: + benunit: + members: [person, partner] + housing_benefit_eligible: true + eldest_adult_age: 30 + is_single_person: false + is_couple: true + is_lone_parent: false + benefits_premiums: 0 + output: + housing_benefit_applicable_amount: 144.65 * 52 + +- name: Housing Benefit pension-age personal allowance, single who reached State Pension age before April 2021 + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person: + age: 80 + is_SP_age: true + benunits: + benunit: + members: [person] + housing_benefit_eligible: true + eldest_adult_age: 80 + is_single_person: true + is_couple: false + is_lone_parent: false + benefits_premiums: 0 + output: + housing_benefit_applicable_amount: 244.40 * 52 + +- name: Housing Benefit pension-age personal allowance, couple who reached State Pension age before April 2021 + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person: + age: 80 + is_SP_age: true + partner: + age: 79 + is_SP_age: true + benunits: + benunit: + members: [person, partner] + housing_benefit_eligible: true + eldest_adult_age: 80 + is_single_person: false + is_couple: true + is_lone_parent: false + benefits_premiums: 0 + output: + housing_benefit_applicable_amount: 366.00 * 52 + +- name: Income Support personal allowance, single aged 25 or over + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person: + age: 30 + benunits: + benunit: + members: [person] + youngest_adult_age: 30 + eldest_adult_age: 30 + is_single: true + benefits_premiums: 0 + output: + income_support_applicable_amount: 92.05 * 52 + +- name: Income Support personal allowance, couple both 18 or over + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person: + age: 30 + partner: + age: 30 + benunits: + benunit: + members: [person, partner] + youngest_adult_age: 30 + eldest_adult_age: 30 + is_single: false + benefits_premiums: 0 + output: + income_support_applicable_amount: 144.65 * 52 + +- name: Disability premium, single and couple + period: 2025 + absolute_error_margin: 0.01 + input: + people: + a: + age: 40 + b: + age: 40 + c: + age: 40 + benunits: + single: + members: [a] + is_single: true + is_couple: false + num_disabled_adults: 1 + couple: + members: [b, c] + is_single: false + is_couple: true + num_disabled_adults: 1 + output: + disability_premium: [2_246.40, 3_205.80] # 43.20 and 61.65 a week + +- name: Carer premium, one carer and two carers + period: 2025 + absolute_error_margin: 0.01 + input: + people: + a: + age: 40 + b: + age: 40 + c: + age: 40 + benunits: + one: + members: [a] + num_carers: 1 + two: + members: [b, c] + num_carers: 2 + output: + carer_premium: [2_412.80, 4_825.60] # 46.40 and 2 x 46.40 a week + +- name: Attendance Allowance, Disability Living Allowance and Personal Independence Payment lower and middle rates + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person: + age: 70 + aa_category: LOWER + dla_sc_category: MIDDLE + dla_m_category: LOWER + pip_dl_category: STANDARD + pip_m_category: STANDARD + output: + attendance_allowance: 73.90 * 52 + dla_sc: 73.90 * 52 + dla_m: 29.20 * 52 + pip_dl: 73.90 * 52 + pip_m: 29.20 * 52 + +- name: Carer's Allowance + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person: + age: 40 + care_hours: 40 + would_claim_carers_allowance: true + households: + household: + members: [person] + region: LONDON + output: + carers_allowance: 83.30 * 52 diff --git a/policyengine_uk/tests/policy/baseline/gov/dwp/pension_credit/guarantee_credit/carer_and_severe_disability_additions.yaml b/policyengine_uk/tests/policy/baseline/gov/dwp/pension_credit/guarantee_credit/carer_and_severe_disability_additions.yaml index 577d4c653b..169b715dbf 100644 --- a/policyengine_uk/tests/policy/baseline/gov/dwp/pension_credit/guarantee_credit/carer_and_severe_disability_additions.yaml +++ b/policyengine_uk/tests/policy/baseline/gov/dwp/pension_credit/guarantee_credit/carer_and_severe_disability_additions.yaml @@ -18,7 +18,7 @@ output: carers_allowance: 0 is_carer_for_benefits: true - carer_minimum_guarantee_addition: 46.37 * 52 + carer_minimum_guarantee_addition: 46.40 * 52 - name: Carer addition for a claimant receiving Carer's Allowance period: 2025 @@ -38,7 +38,7 @@ country: ENGLAND output: is_carer_for_benefits: true - carer_minimum_guarantee_addition: 46.37 * 52 + carer_minimum_guarantee_addition: 46.40 * 52 - name: No carer addition for a claimant who neither receives nor is entitled period: 2025 diff --git a/policyengine_uk/tests/policy/integration/entitledto_scenarios.yaml b/policyengine_uk/tests/policy/integration/entitledto_scenarios.yaml index d6c407cf8d..a3efe71c0a 100644 --- a/policyengine_uk/tests/policy/integration/entitledto_scenarios.yaml +++ b/policyengine_uk/tests/policy/integration/entitledto_scenarios.yaml @@ -92,10 +92,10 @@ output: universal_credit: 0 housing_benefit: 0 - pension_credit: 3_607.72 + pension_credit: 4_023.20 # 346.60 x 52 - 14,000 council_tax_reduction: 1_800 council_tax_less_benefit: 0 winter_fuel_allowance: 200 income_tax: 0 national_insurance: 0 - household_net_income: 17_633.18 + household_net_income: 18_048.66 diff --git a/policyengine_uk/tests/test_dwp_published_rates.py b/policyengine_uk/tests/test_dwp_published_rates.py new file mode 100644 index 0000000000..268fb79df1 --- /dev/null +++ b/policyengine_uk/tests/test_dwp_published_rates.py @@ -0,0 +1,79 @@ +"""DWP rate parameters against DWP's "Benefit and pension rates" publications. + +The fixture fixtures/dwp_benefit_and_pension_rates.yaml lists, for each +parameter with a published counterpart, the rate for each fiscal year as +published by DWP (and HMRC for tax credits). Each year appears in two +documents, that year's and the next year's, and the fixture holds the value +both agree on. Values are in the parameter's own unit and period. + +Invariants: + +1. Differential: the value PolicyEngine uses for each fiscal year (the + parameter at 30 April, after uprating) equals the published rate. +2. No projection overrides a published rate: no fixture parameter uprates from + a fixed `start_instant`, which would replace later published values with + projections. +3. Projections continue from the last published rate: for a series published + through 2026-27, an uprated parameter in 2027-28 equals the 2026-27 rate + times the change in its uprating index, so there is no jump when + projections begin. +""" + +from pathlib import Path + +import pytest +import yaml + +from policyengine_uk.system import system + +FIXTURE = yaml.safe_load( + ( + Path(__file__).parent / "fixtures" / "dwp_benefit_and_pension_rates.yaml" + ).read_text() +) +PARAMETERS = FIXTURE["parameters"] + + +def node(name: str): + parameter = system.parameters + for part in name.split("."): + parameter = getattr(parameter, part) + return parameter + + +CASES = [ + (name, int(year), value) + for name, entry in PARAMETERS.items() + for year, value in entry["values"].items() +] + + +@pytest.mark.parametrize( + "name,year,published", CASES, ids=[f"{n}-{y}" for n, y, _ in CASES] +) +def test_parameter_equals_published_rate(name, year, published): + """Invariant 1.""" + assert node(name)(f"{year}-04-30") == pytest.approx(published, abs=0.005) + + +@pytest.mark.parametrize("name", sorted(PARAMETERS)) +def test_no_start_instant_overrides_published_rates(name): + """Invariant 2.""" + uprating = node(name).metadata.get("uprating") + assert not (isinstance(uprating, dict) and "start_instant" in uprating) + + +@pytest.mark.parametrize("name", sorted(PARAMETERS)) +def test_projection_continues_from_last_published_rate(name): + """Invariant 3.""" + parameter = node(name) + uprating = parameter.metadata.get("uprating") + if not uprating: + pytest.skip("not uprated") + last = max(int(y) for y in PARAMETERS[name]["values"]) + if last < 2026: + pytest.skip("series ends before 2026-27") + index = node(uprating if isinstance(uprating, str) else uprating["parameter"]) + ratio = index(f"{last + 1}-01-01") / index(f"{last}-01-01") + expected = PARAMETERS[name]["values"][last] * ratio + assert parameter(f"{last + 1}-04-30") == pytest.approx(expected, rel=1e-6) From 45290f3058473458a8fe8b4dc454e2a543459897 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Wed, 30 Sep 2026 11:20:20 -0400 Subject: [PATCH 2/4] Address review: 2015-18 history, inclusive non-dependant bands, projections MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Income Support personal allowances and the ESA couple rate: set the 2015 keys to the 2015-16 rates (frozen to 2019-20), so 2015-18 no longer use the 2020-21 rate; IIDB 2015-18 set to the published rates. The fixture covers these years. - Housing Benefit non-dependant deductions: bands include their lower edge ("not less than", HB Regs 2006 reg 74(2)), and a non-dependant with no income pays the lowest deduction (reg 74(1)(b)). The HB and CTR formulas no longer call the scale with right=True, which put £183.00 in the band below and gave £0 income no deduction. The scale is now uprated after 2026-27 instead of frozen. - The income-related ESA personal allowances cite the Universal Credit Act 2025 s.5 for 2026-27, not SI 2026/148. - Tests: the two-carer premium is twice the one-carer premium in every year; the non-dependant table, edges and monotonicity for 2019-20 to 2026-27; derived fixture rows are labelled. - Removed the carer premium's 2010 key (the one-carer rate) and titled a bare GOV.UK reference. Co-Authored-By: Claude Opus 5.5 --- .../gov/dwp/ESA/income/amount_18_24.yaml | 4 +- .../gov/dwp/ESA/income/amount_over_25.yaml | 4 +- .../parameters/gov/dwp/ESA/income/couple.yaml | 10 +-- .../parameters/gov/dwp/IIDB/maximum.yaml | 10 ++- .../gov/dwp/carer_premium/couple.yaml | 1 - .../non_dep_deduction/amount.yaml | 1 + .../income_support/amounts/amount_16_24.yaml | 6 +- .../amounts/amount_couples_16_17.yaml | 6 +- .../amounts/amount_couples_age_gap.yaml | 6 +- .../amounts/amount_couples_over_18.yaml | 6 +- .../amounts/amount_lone_16_17.yaml | 6 +- .../amounts/amount_lone_over_18.yaml | 6 +- .../amounts/amount_over_25.yaml | 6 +- .../dwp_benefit_and_pension_rates.yaml | 71 ++++++++++++++++++- ...benefits_individual_non_dep_deduction.yaml | 28 +++++++- .../tests/test_dwp_published_rates.py | 37 ++++++++++ ...d_benefits_individual_non_dep_deduction.py | 7 +- ..._reduction_individual_non_dep_deduction.py | 6 +- 18 files changed, 186 insertions(+), 35 deletions(-) diff --git a/policyengine_uk/parameters/gov/dwp/ESA/income/amount_18_24.yaml b/policyengine_uk/parameters/gov/dwp/ESA/income/amount_18_24.yaml index 133fac82a2..296359dcd2 100644 --- a/policyengine_uk/parameters/gov/dwp/ESA/income/amount_18_24.yaml +++ b/policyengine_uk/parameters/gov/dwp/ESA/income/amount_18_24.yaml @@ -13,8 +13,8 @@ metadata: href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) - href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Universal Credit Act 2025, section 5 (income-related ESA personal allowance for 2026-27 to 2029-30) + href: https://www.legislation.gov.uk/ukpga/2025/22/section/5 unit: currency-GBP values: # 2021-22 to 2026-27: DWP Benefit and pension rates (gov.uk), each diff --git a/policyengine_uk/parameters/gov/dwp/ESA/income/amount_over_25.yaml b/policyengine_uk/parameters/gov/dwp/ESA/income/amount_over_25.yaml index 13cd9fa64f..ebfedd7f27 100644 --- a/policyengine_uk/parameters/gov/dwp/ESA/income/amount_over_25.yaml +++ b/policyengine_uk/parameters/gov/dwp/ESA/income/amount_over_25.yaml @@ -13,8 +13,8 @@ metadata: href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) - href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Universal Credit Act 2025, section 5 (income-related ESA personal allowance for 2026-27 to 2029-30) + href: https://www.legislation.gov.uk/ukpga/2025/22/section/5 unit: currency-GBP values: # 2021-22 to 2026-27: DWP Benefit and pension rates (gov.uk), each diff --git a/policyengine_uk/parameters/gov/dwp/ESA/income/couple.yaml b/policyengine_uk/parameters/gov/dwp/ESA/income/couple.yaml index 81ee614164..0a5af9ded0 100644 --- a/policyengine_uk/parameters/gov/dwp/ESA/income/couple.yaml +++ b/policyengine_uk/parameters/gov/dwp/ESA/income/couple.yaml @@ -13,13 +13,15 @@ metadata: href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2025-to-2026/benefit-and-pension-rates-2025-to-2026 - title: The Social Security Benefits Up-rating Order 2025 (SI 2025/295) href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) - href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Universal Credit Act 2025, section 5 (income-related ESA personal allowance for 2026-27 to 2029-30) + href: https://www.legislation.gov.uk/ukpga/2025/22/section/5 + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 unit: currency-GBP values: - # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each # year's rate as listed in that year's publication. - 2015-04-01: 57.9 + 2015-04-01: 114.85 2019-04-01: 114.85 2020-04-01: 116.8 2021-04-01: 117.4 diff --git a/policyengine_uk/parameters/gov/dwp/IIDB/maximum.yaml b/policyengine_uk/parameters/gov/dwp/IIDB/maximum.yaml index c0490e34e6..428284e488 100644 --- a/policyengine_uk/parameters/gov/dwp/IIDB/maximum.yaml +++ b/policyengine_uk/parameters/gov/dwp/IIDB/maximum.yaml @@ -15,12 +15,16 @@ metadata: href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 unit: currency-GBP uprating: gov.economic_assumptions.indices.obr.consumer_price_index values: - # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each # year's rate as listed in that year's publication. - 2015-04-01: 182 + 2015-04-01: 168 + 2017-04-01: 169.7 + 2018-04-01: 174.8 2019-04-01: 179 2020-04-01: 182 2021-04-01: 182.9 @@ -30,7 +34,7 @@ values: 2025-04-01: value: 225.3 reference: - - title: GOV.UK + - title: "Industrial Injuries Disablement Benefit: what you'll get (gov.uk)" href: https://www.gov.uk/industrial-injuries-disablement-benefit/what-youll-get 2026-04-01: value: 233.9 diff --git a/policyengine_uk/parameters/gov/dwp/carer_premium/couple.yaml b/policyengine_uk/parameters/gov/dwp/carer_premium/couple.yaml index 49d4da15bd..ae2c0140ae 100644 --- a/policyengine_uk/parameters/gov/dwp/carer_premium/couple.yaml +++ b/policyengine_uk/parameters/gov/dwp/carer_premium/couple.yaml @@ -2,7 +2,6 @@ description: Carer premium for two qualifying carers for legacy benefits. values: # 2015-16 to 2026-27: twice the carer premium in DWP Benefit and pension rates # (gov.uk), as both members of the couple satisfy the condition. - 2010-01-01: 37.5 2015-04-01: 69.2 2017-04-01: 69.9 2018-04-01: 72 diff --git a/policyengine_uk/parameters/gov/dwp/housing_benefit/non_dep_deduction/amount.yaml b/policyengine_uk/parameters/gov/dwp/housing_benefit/non_dep_deduction/amount.yaml index 32a70d7c5a..af1b10a428 100644 --- a/policyengine_uk/parameters/gov/dwp/housing_benefit/non_dep_deduction/amount.yaml +++ b/policyengine_uk/parameters/gov/dwp/housing_benefit/non_dep_deduction/amount.yaml @@ -120,6 +120,7 @@ metadata: propagate_metadata_to_children: true threshold_unit: currency-GBP type: single_amount + uprating: gov.benefit_uprating_cpi reference: - title: The Housing Benefit Regulations 2006 sec. 74 href: https://www.legislation.gov.uk/uksi/2006/213/regulation/74/2024-04-01 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_16_24.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_16_24.yaml index 6791bf07d2..3ae1580fcc 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_16_24.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_16_24.yaml @@ -1,8 +1,8 @@ description: Income Support applicable amount for single persons aged 18-24. values: - # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each # year's rate as listed in that year's publication. - 2015-04-01: 58.9 + 2015-04-01: 57.9 2019-04-01: 57.9 2020-04-01: 58.9 2021-04-01: 59.2 @@ -29,3 +29,5 @@ metadata: href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_16_17.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_16_17.yaml index 91c3d8af92..a3c4f78904 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_16_17.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_16_17.yaml @@ -16,12 +16,14 @@ metadata: href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 unit: currency-GBP uprating: gov.benefit_uprating_cpi values: - # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each # year's rate as listed in that year's publication. - 2015-04-01: 58.9 + 2015-04-01: 57.9 2019-04-01: 57.9 2020-04-01: 58.9 2021-04-01: 59.2 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_age_gap.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_age_gap.yaml index c0f02a6fa1..6eb56128b9 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_age_gap.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_age_gap.yaml @@ -17,12 +17,14 @@ metadata: href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 unit: currency-GBP uprating: gov.benefit_uprating_cpi values: - # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each # year's rate as listed in that year's publication. - 2015-04-01: 74.35 + 2015-04-01: 73.1 2019-04-01: 73.1 2020-04-01: 74.35 2021-04-01: 74.7 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_over_18.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_over_18.yaml index 90e24d175e..c2ba820ccc 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_over_18.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_couples_over_18.yaml @@ -1,8 +1,8 @@ description: Income Support applicable amount for couples aged over 18. values: - # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each # year's rate as listed in that year's publication. - 2015-04-01: 116.8 + 2015-04-01: 114.85 2019-04-01: 114.85 2020-04-01: 116.8 2021-04-01: 117.4 @@ -29,3 +29,5 @@ metadata: href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_16_17.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_16_17.yaml index eb8fbdcf44..8b5f241b1c 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_16_17.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_16_17.yaml @@ -16,12 +16,14 @@ metadata: href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 unit: currency-GBP uprating: gov.benefit_uprating_cpi values: - # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each # year's rate as listed in that year's publication. - 2015-04-01: 58.9 + 2015-04-01: 57.9 2019-04-01: 57.9 2020-04-01: 58.9 2021-04-01: 59.2 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_over_18.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_over_18.yaml index b922439069..87dd5e6433 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_over_18.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_lone_over_18.yaml @@ -1,8 +1,8 @@ description: Income Support applicable amount for lone parents aged over 18. values: - # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each # year's rate as listed in that year's publication. - 2015-04-01: 74.35 + 2015-04-01: 73.1 2019-04-01: 73.1 2020-04-01: 74.35 2021-04-01: 74.7 @@ -29,3 +29,5 @@ metadata: href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 diff --git a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_over_25.yaml b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_over_25.yaml index 0f8ef6e07c..989db6680e 100644 --- a/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_over_25.yaml +++ b/policyengine_uk/parameters/gov/dwp/income_support/amounts/amount_over_25.yaml @@ -1,8 +1,8 @@ description: Income Support applicable amount for single persons aged over 25. values: - # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # 2015-16 to 2026-27: DWP Benefit and pension rates (gov.uk), each # year's rate as listed in that year's publication. - 2015-04-01: 74.35 + 2015-04-01: 73.1 2019-04-01: 73.1 2020-04-01: 74.35 2021-04-01: 74.7 @@ -29,3 +29,5 @@ metadata: href: https://www.legislation.gov.uk/uksi/2025/295/contents/made - title: The Social Security Benefits Up-rating Order 2026 (SI 2026/148) href: https://www.legislation.gov.uk/uksi/2026/148/contents/made + - title: Benefit and pension rates 2015 to 2016 (DWP, gov.uk) + href: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 diff --git a/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml b/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml index 771766407b..1fa609459a 100644 --- a/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml +++ b/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml @@ -1,9 +1,11 @@ # DWP "Benefit and pension rates" (and HMRC tax credit rates), by fiscal year # (2025 = 2025-26), in each parameter's own unit and period. Each year's rate # appears in that year's publication and as the previous-year column of the -# next year's, and the two agree. Amounts for 2025-26 and 2026-27 are those in -# the Social Security Benefits Up-rating Orders 2025 (SI 2025/295) and 2026 -# (SI 2026/148). Read by test_dwp_published_rates.py. +# next year's, and the two agree. For 2025-26 and 2026-27 the amounts match the +# Social Security Benefits Up-rating Orders 2025 (SI 2025/295) and 2026 (SI +# 2026/148), except the 2026-27 income-related ESA personal allowances, which +# are set under the Universal Credit Act 2025 s.5. Rows marked `derived` are +# computed from published rows as stated. Read by test_dwp_published_rates.py. sources: 2015: https://www.gov.uk/government/publications/proposed-benefit-and-pension-rates-2015-to-2016 @@ -88,6 +90,10 @@ parameters: gov.dwp.ESA.income.couple: row: "DWP Benefit and pension rates > Employment and Support Allowance > Personal allowances (2026-27: 'Income Related ESA - Personal Allowances') > Couple 'Both over 18'" values: + 2015: 114.85 + 2016: 114.85 + 2017: 114.85 + 2018: 114.85 2019: 114.85 2020: 116.8 2021: 117.4 @@ -99,6 +105,10 @@ parameters: gov.dwp.IIDB.maximum: row: "Industrial Injuries Disablement Benefit > Standard rate, assessed level of disablement 1.00 (100%)" values: + 2015: 168.0 + 2016: 168.0 + 2017: 169.7 + 2018: 174.8 2019: 179 2020: 182 2021: 182.9 @@ -307,6 +317,7 @@ parameters: 2026: 14753 gov.dwp.carer_premium.couple: row: "Housing Benefit > Premiums > Carer (per qualifying person), doubled: the legal amount for two carers is 2 x this row" + derived: "twice the carer premium row: it is paid for each person who satisfies the condition (HB Regs 2006 Sch 3 Part 4)" values: 2015: 69.2 2016: 69.2 @@ -737,6 +748,10 @@ parameters: gov.dwp.income_support.amounts.amount_16_24: row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Single 'Under 25'" values: + 2015: 57.9 + 2016: 57.9 + 2017: 57.9 + 2018: 57.9 2019: 57.9 2020: 58.9 2021: 59.2 @@ -748,6 +763,10 @@ parameters: gov.dwp.income_support.amounts.amount_couples_16_17: row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Couple 'Both under 18' (standard rate; 'Both under 18 - higher rate' is 110.15 in 2025-26)" values: + 2015: 57.9 + 2016: 57.9 + 2017: 57.9 + 2018: 57.9 2019: 57.9 2020: 58.9 2021: 59.2 @@ -759,6 +778,10 @@ parameters: gov.dwp.income_support.amounts.amount_couples_age_gap: row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Couple 'One under 18, one 25 and over'" values: + 2015: 73.1 + 2016: 73.1 + 2017: 73.1 + 2018: 73.1 2019: 73.1 2020: 74.35 2021: 74.7 @@ -770,6 +793,10 @@ parameters: gov.dwp.income_support.amounts.amount_couples_over_18: row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Couple 'Both 18 or over'" values: + 2015: 114.85 + 2016: 114.85 + 2017: 114.85 + 2018: 114.85 2019: 114.85 2020: 116.8 2021: 117.4 @@ -781,6 +808,10 @@ parameters: gov.dwp.income_support.amounts.amount_lone_16_17: row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Lone parent 'Under 18'" values: + 2015: 57.9 + 2016: 57.9 + 2017: 57.9 + 2018: 57.9 2019: 57.9 2020: 58.9 2021: 59.2 @@ -792,6 +823,10 @@ parameters: gov.dwp.income_support.amounts.amount_lone_over_18: row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Lone parent '18 or over'" values: + 2015: 73.1 + 2016: 73.1 + 2017: 73.1 + 2018: 73.1 2019: 73.1 2020: 74.35 2021: 74.7 @@ -803,6 +838,10 @@ parameters: gov.dwp.income_support.amounts.amount_over_25: row: "DWP Benefit and pension rates > Income Support > Personal Allowances > Single '25 or over'" values: + 2015: 73.1 + 2016: 73.1 + 2017: 73.1 + 2018: 73.1 2019: 73.1 2020: 74.35 2021: 74.7 @@ -1095,6 +1134,7 @@ parameters: 2026: 30.3 gov.dwp.sda.maximum: row: "Severe Disablement Allowance > Basic rate + Age-related addition (from Dec 90) Higher rate (sum of two rows)" + derived: "Severe Disablement Allowance basic rate plus the higher age-related addition" values: 2019: 91.4 2020: 92.95 @@ -1476,3 +1516,28 @@ parameters: 2024: 311.68 2025: 316.98 2026: 338.58 +housing_benefit_non_dependant_deductions: # gov.dwp.housing_benefit.non_dep_deduction.amount + 2019: + lower_edges: [143, 209, 272, 363, 451] + deductions: [15.6, 35.85, 49.2, 80.55, 91.7, 100.65] + 2020: + lower_edges: [149, 217, 283, 377, 469] + deductions: [15.85, 36.45, 50.05, 81.9, 93.25, 102.35] + 2021: + lower_edges: [149, 217, 283, 377, 469] + deductions: [15.95, 36.65, 50.3, 82.3, 93.7, 102.85] + 2022: + lower_edges: [154, 224, 292, 389, 484] + deductions: [16.45, 37.8, 51.85, 84.85, 96.6, 106.05] + 2023: + lower_edges: [162, 236, 308, 410, 511] + deductions: [18.1, 41.6, 57.1, 93.4, 106.35, 116.75] + 2024: + lower_edges: [176, 256, 334, 445, 554] + deductions: [19.3, 44.4, 60.95, 99.65, 113.5, 124.55] + 2025: + lower_edges: [183, 266, 348, 463, 577] + deductions: [19.65, 45.15, 62.0, 101.35, 115.45, 126.65] + 2026: + lower_edges: [192, 279, 365, 485, 605] + deductions: [20.4, 46.85, 64.35, 105.2, 119.85, 131.45] diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml index 371443fe13..421781dcab 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml @@ -27,10 +27,34 @@ output: household_benefits_individual_non_dep_deduction: 101.35 * 52 -- name: Exclusive brackets +- name: A band includes its lower edge (reg 74(2), "not less than £183") period: 2025 input: housing_benefit_individual_non_dep_deduction_eligible: true - total_income: 9_517 # just over 183 weekly, the lower edge of the second band + total_income: 9_516 # exactly 183 weekly output: household_benefits_individual_non_dep_deduction: 45.15 * 52 + +- name: Just below a band's lower edge stays in the band below + period: 2025 + input: + housing_benefit_individual_non_dep_deduction_eligible: true + total_income: 9_515 # just under 183 weekly + output: + household_benefits_individual_non_dep_deduction: 19.65 * 52 + +- name: The top band includes £577 exactly + period: 2025 + input: + housing_benefit_individual_non_dep_deduction_eligible: true + total_income: 30_004 # exactly 577 weekly + output: + household_benefits_individual_non_dep_deduction: 126.65 * 52 + +- name: A non-dependant with no income pays the lowest deduction (reg 74(1)(b)) + period: 2025 + input: + housing_benefit_individual_non_dep_deduction_eligible: true + total_income: 0 + output: + household_benefits_individual_non_dep_deduction: 19.65 * 52 diff --git a/policyengine_uk/tests/test_dwp_published_rates.py b/policyengine_uk/tests/test_dwp_published_rates.py index 268fb79df1..1b58bbe0f0 100644 --- a/policyengine_uk/tests/test_dwp_published_rates.py +++ b/policyengine_uk/tests/test_dwp_published_rates.py @@ -17,10 +17,17 @@ through 2026-27, an uprated parameter in 2027-28 equals the 2026-27 rate times the change in its uprating index, so there is no jump when projections begin. +4. The carer premium for two carers is twice the premium for one, in every + year, because it is paid for each person who satisfies the condition. +5. Housing Benefit non-dependant deductions: each year's bands and deductions + are the published ones; a band includes its lower edge ("not less than", + HB Regs 2006 reg 74(2)); nobody with income pays less than the lowest + deduction; and the deduction never falls as income rises. """ from pathlib import Path +import numpy as np import pytest import yaml @@ -77,3 +84,33 @@ def test_projection_continues_from_last_published_rate(name): ratio = index(f"{last + 1}-01-01") / index(f"{last}-01-01") expected = PARAMETERS[name]["values"][last] * ratio assert parameter(f"{last + 1}-04-30") == pytest.approx(expected, rel=1e-6) + + +@pytest.mark.parametrize("year", range(2015, 2041)) +def test_two_carer_premium_is_twice_the_one_carer_premium(year): + """Invariant 4.""" + premium = system.parameters.gov.dwp.carer_premium + at = f"{year}-04-30" + assert premium.couple(at) == pytest.approx(2 * premium.single(at), abs=1e-6) + + +NON_DEP = FIXTURE["housing_benefit_non_dependant_deductions"] +NON_DEP_SCALE = system.parameters.gov.dwp.housing_benefit.non_dep_deduction.amount + + +@pytest.mark.parametrize("year", sorted(NON_DEP)) +def test_non_dependant_deductions_match_the_published_table(year): + """Invariant 5: bands, deductions and the inclusive lower edges.""" + at = f"{year}-04-30" + edges = NON_DEP[year]["lower_edges"] + deductions = NON_DEP[year]["deductions"] + brackets = NON_DEP_SCALE.brackets + assert [b.threshold(at) for b in brackets] == pytest.approx([0] + edges) + assert [b.amount(at) for b in brackets] == pytest.approx(deductions) + scale = system.parameters(at).gov.dwp.housing_benefit.non_dep_deduction.amount + incomes = np.array([0.0] + [e - 0.01 for e in edges] + edges) + expected = [deductions[0]] + deductions[:-1] + deductions[1:] + assert scale.calc(incomes) == pytest.approx(expected) + grid = np.linspace(0, edges[-1] * 1.5, 2_001) + values = scale.calc(grid) + assert np.all(np.diff(values) >= 0) and values.min() == deductions[0] diff --git a/policyengine_uk/variables/gov/dwp/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.py b/policyengine_uk/variables/gov/dwp/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.py index 95b6bcb695..d5d73d8406 100644 --- a/policyengine_uk/variables/gov/dwp/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.py +++ b/policyengine_uk/variables/gov/dwp/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.py @@ -11,6 +11,9 @@ class household_benefits_individual_non_dep_deduction(Variable): def formula(person, period, parameters): p = parameters(period).gov.dwp.housing_benefit.non_dep_deduction - weekly_income = person("total_income", period) / WEEKS_IN_YEAR - deduction = p.amount.calc(weekly_income, right=True) + weekly_income = max_(person("total_income", period), 0) / WEEKS_IN_YEAR + # HB Regs 2006 reg 74(1)-(2): each band runs from "not less than" its + # lower amount, so a lower edge belongs to the band above it, and a + # non-dependant with no income pays the lowest deduction. + deduction = p.amount.calc(weekly_income) return deduction * WEEKS_IN_YEAR diff --git a/policyengine_uk/variables/gov/local_authorities/council_tax_reduction/council_tax_reduction_individual_non_dep_deduction.py b/policyengine_uk/variables/gov/local_authorities/council_tax_reduction/council_tax_reduction_individual_non_dep_deduction.py index 102c093f63..e1997f6af3 100644 --- a/policyengine_uk/variables/gov/local_authorities/council_tax_reduction/council_tax_reduction_individual_non_dep_deduction.py +++ b/policyengine_uk/variables/gov/local_authorities/council_tax_reduction/council_tax_reduction_individual_non_dep_deduction.py @@ -11,5 +11,7 @@ class council_tax_reduction_individual_non_dep_deduction(Variable): def formula(person, period, parameters): p = parameters(period).gov.dwp.housing_benefit.non_dep_deduction - weekly_total_income = person("total_income", period) / WEEKS_IN_YEAR - return p.amount.calc(weekly_total_income, right=True) * WEEKS_IN_YEAR + weekly_total_income = max_(person("total_income", period), 0) / WEEKS_IN_YEAR + # Bands include their lower edge ("not less than"), as for Housing + # Benefit (HB Regs 2006 reg 74(2)). + return p.amount.calc(weekly_total_income) * WEEKS_IN_YEAR From 1233fe4a4839a28a2a5257043c8b8824ea2db8b9 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Thu, 1 Oct 2026 09:51:03 -0400 Subject: [PATCH 3/4] Split the non-dependant banding fix out of this rates PR The follow-up review (GPT-6.1 Sol) found that making zero income pay the lowest non-dependant deduction charges non-dependants whom HB Regs 2006 reg 74(7) exempts (e.g. a full-time student with no income): the eligibility variable checks only age and rent liability, and the old strict banding had been giving zero income no deduction. The correct fix applies the reg 74(6)-(7) exemptions together with the inclusive bands, in HB and CTR, so it moves to its own PR. This PR keeps the published non-dependant bands and amounts and their uprating, and restores the formulas and their tests. Co-Authored-By: Claude Opus 5.5 --- ...benefits_individual_non_dep_deduction.yaml | 28 ++----------------- .../tests/test_dwp_published_rates.py | 9 +++--- ...d_benefits_individual_non_dep_deduction.py | 7 ++--- ..._reduction_individual_non_dep_deduction.py | 6 ++-- 4 files changed, 11 insertions(+), 39 deletions(-) diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml index 421781dcab..371443fe13 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml @@ -27,34 +27,10 @@ output: household_benefits_individual_non_dep_deduction: 101.35 * 52 -- name: A band includes its lower edge (reg 74(2), "not less than £183") +- name: Exclusive brackets period: 2025 input: housing_benefit_individual_non_dep_deduction_eligible: true - total_income: 9_516 # exactly 183 weekly + total_income: 9_517 # just over 183 weekly, the lower edge of the second band output: household_benefits_individual_non_dep_deduction: 45.15 * 52 - -- name: Just below a band's lower edge stays in the band below - period: 2025 - input: - housing_benefit_individual_non_dep_deduction_eligible: true - total_income: 9_515 # just under 183 weekly - output: - household_benefits_individual_non_dep_deduction: 19.65 * 52 - -- name: The top band includes £577 exactly - period: 2025 - input: - housing_benefit_individual_non_dep_deduction_eligible: true - total_income: 30_004 # exactly 577 weekly - output: - household_benefits_individual_non_dep_deduction: 126.65 * 52 - -- name: A non-dependant with no income pays the lowest deduction (reg 74(1)(b)) - period: 2025 - input: - housing_benefit_individual_non_dep_deduction_eligible: true - total_income: 0 - output: - household_benefits_individual_non_dep_deduction: 19.65 * 52 diff --git a/policyengine_uk/tests/test_dwp_published_rates.py b/policyengine_uk/tests/test_dwp_published_rates.py index 1b58bbe0f0..a42d63ba7d 100644 --- a/policyengine_uk/tests/test_dwp_published_rates.py +++ b/policyengine_uk/tests/test_dwp_published_rates.py @@ -20,9 +20,10 @@ 4. The carer premium for two carers is twice the premium for one, in every year, because it is paid for each person who satisfies the condition. 5. Housing Benefit non-dependant deductions: each year's bands and deductions - are the published ones; a band includes its lower edge ("not less than", - HB Regs 2006 reg 74(2)); nobody with income pays less than the lowest - deduction; and the deduction never falls as income rises. + are the published ones, and the scale, read with lower edges inclusive as + reg 74(2) words them ("not less than"), never falls as income rises. + (The HB and CTR formulas still call the scale with right=True and do not + apply the reg 74(6)-(7) exemptions; that is a separate fix.) """ from pathlib import Path @@ -100,7 +101,7 @@ def test_two_carer_premium_is_twice_the_one_carer_premium(year): @pytest.mark.parametrize("year", sorted(NON_DEP)) def test_non_dependant_deductions_match_the_published_table(year): - """Invariant 5: bands, deductions and the inclusive lower edges.""" + """Invariant 5: the published bands and deductions, read inclusively.""" at = f"{year}-04-30" edges = NON_DEP[year]["lower_edges"] deductions = NON_DEP[year]["deductions"] diff --git a/policyengine_uk/variables/gov/dwp/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.py b/policyengine_uk/variables/gov/dwp/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.py index d5d73d8406..95b6bcb695 100644 --- a/policyengine_uk/variables/gov/dwp/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.py +++ b/policyengine_uk/variables/gov/dwp/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.py @@ -11,9 +11,6 @@ class household_benefits_individual_non_dep_deduction(Variable): def formula(person, period, parameters): p = parameters(period).gov.dwp.housing_benefit.non_dep_deduction - weekly_income = max_(person("total_income", period), 0) / WEEKS_IN_YEAR - # HB Regs 2006 reg 74(1)-(2): each band runs from "not less than" its - # lower amount, so a lower edge belongs to the band above it, and a - # non-dependant with no income pays the lowest deduction. - deduction = p.amount.calc(weekly_income) + weekly_income = person("total_income", period) / WEEKS_IN_YEAR + deduction = p.amount.calc(weekly_income, right=True) return deduction * WEEKS_IN_YEAR diff --git a/policyengine_uk/variables/gov/local_authorities/council_tax_reduction/council_tax_reduction_individual_non_dep_deduction.py b/policyengine_uk/variables/gov/local_authorities/council_tax_reduction/council_tax_reduction_individual_non_dep_deduction.py index e1997f6af3..102c093f63 100644 --- a/policyengine_uk/variables/gov/local_authorities/council_tax_reduction/council_tax_reduction_individual_non_dep_deduction.py +++ b/policyengine_uk/variables/gov/local_authorities/council_tax_reduction/council_tax_reduction_individual_non_dep_deduction.py @@ -11,7 +11,5 @@ class council_tax_reduction_individual_non_dep_deduction(Variable): def formula(person, period, parameters): p = parameters(period).gov.dwp.housing_benefit.non_dep_deduction - weekly_total_income = max_(person("total_income", period), 0) / WEEKS_IN_YEAR - # Bands include their lower edge ("not less than"), as for Housing - # Benefit (HB Regs 2006 reg 74(2)). - return p.amount.calc(weekly_total_income) * WEEKS_IN_YEAR + weekly_total_income = person("total_income", period) / WEEKS_IN_YEAR + return p.amount.calc(weekly_total_income, right=True) * WEEKS_IN_YEAR From e1bf98b9106df5301c5ad8d5020d7f8f7e5aff37 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Sat, 10 Oct 2026 18:02:41 -0400 Subject: [PATCH 4/4] Address review: uprating wording, UC Act 2025 exceptions, stale tests MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Describe fixed-start uprating as core implements it: years without a key, and every year after the last key, are projected from the start value (changelog, test docstring). - Invariant 3 leaves out the UC standard allowances and LCWRA element, which the Universal Credit Act 2025 ss.1 and 3 do not uprate by CPI. - Drop the two-carer invariant and fixture row: #2001 deleted carer_premium/couple.yaml and pays the premium per qualifying person. - PC carer addition: add the 2018-19 rate, £36.00, so 2019-20's is not backdated. - Main's tests that pinned projected 2025-26 rates now use the published ones: PC minimum guarantee £227.10, HB/CTR allowance £92.05, Carer's Allowance £83.30. - Fix stale test names and comments, the dead SI 2025/234 link, the tax credit up-rating regulation titles, the fixture header (UC 2021-22) and six truncated fixture labels. Co-Authored-By: Claude Opus 5.5 --- .../dwp-2025-26-announced-rates.fixed.md | 2 +- .../guarantee_credit/carer/addition.yaml | 4 +- .../elements/severe_dis_child_element.yaml | 4 +- .../working_tax_credit/elements/worker.yaml | 6 +-- .../housing/non_dep_deduction/amount.yaml | 2 - .../dwp_benefit_and_pension_rates.yaml | 35 ++++++---------- .../policy/baseline/finance/benefit/care.yaml | 2 +- .../housing_benefit_capital.yaml | 4 +- ...ing_benefit_guarantee_credit_passport.yaml | 13 +++--- .../legacy_claimant_relationships.yaml | 2 +- ...benefits_individual_non_dep_deduction.yaml | 4 +- .../income_support_capital.yaml | 2 +- .../gov/dwp/benefit_rates_2025_26.yaml | 6 +-- ...l_tax_reduction_carer_support_payment.yaml | 7 ++-- .../tests/test_dwp_published_rates.py | 40 +++++++++++-------- 15 files changed, 64 insertions(+), 69 deletions(-) diff --git a/changelog.d/dwp-2025-26-announced-rates.fixed.md b/changelog.d/dwp-2025-26-announced-rates.fixed.md index 13dd0a0864..a362833e28 100644 --- a/changelog.d/dwp-2025-26-announced-rates.fixed.md +++ b/changelog.d/dwp-2025-26-announced-rates.fixed.md @@ -1 +1 @@ -Set DWP benefit rates to the amounts announced in DWP's Benefit and pension rates publications and set by the Up-rating Orders, replacing CPI projections: 2025-26 values (including the Pension Credit standard minimum guarantee, £227.10 and £346.60, and the pension-age Housing Benefit allowances, £244.40 and £366.00), the legacy premiums and Constant Attendance Allowance (whose fixed-start uprating overrode published rates in every year), Income Support personal allowances, Housing Benefit non-dependant deductions, the carer premium for two carers, and earlier years where they differed. Fixed amounts the law does not uprate (WTC childcare limits, which Housing Benefit also uses, and the CTC family element) are no longer projected. The pension-age Housing Benefit allowances now cite SI 2006/214 rather than SI 2006/213. +Set DWP benefit rates to the amounts announced in DWP's Benefit and pension rates publications and set by the Up-rating Orders, replacing CPI projections: 2025-26 values (including the Pension Credit standard minimum guarantee, £227.10 and £346.60, and the pension-age Housing Benefit allowances, £244.40 and £366.00), the legacy premiums, Constant Attendance Allowance and Pension Credit additions (uprated from a fixed start value, so years without a published key, and every year from 2027-28, were projected from that value; the premiums' and Constant Attendance Allowance's only early key was the 2020-21 rate, keyed at 2015), Income Support personal allowances, Housing Benefit non-dependant deductions, and earlier years where they differed. Fixed amounts the law does not uprate (WTC childcare limits, which Housing Benefit also uses, and the CTC family element) are no longer projected. The pension-age Housing Benefit allowances now cite SI 2006/214 rather than SI 2006/213. diff --git a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/carer/addition.yaml b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/carer/addition.yaml index 1146cbeff1..e6b68f70b1 100644 --- a/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/carer/addition.yaml +++ b/policyengine_uk/parameters/gov/dwp/pension_credit/guarantee_credit/carer/addition.yaml @@ -1,7 +1,9 @@ description: Addition to the Minimum Guarantee for each claimant who is a carer. values: - # 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each + # 2018-19: the previous-year column of DWP Benefit and pension rates 2019 to + # 2020. 2019-20 to 2026-27: DWP Benefit and pension rates (gov.uk), each # year's rate as listed in that year's publication. + 2018-04-01: 36 2019-04-01: 36.85 2020-04-01: 37.5 2021-04-01: 37.7 diff --git a/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/severe_dis_child_element.yaml b/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/severe_dis_child_element.yaml index 7d052f26ce..3a2cc1d551 100644 --- a/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/severe_dis_child_element.yaml +++ b/policyengine_uk/parameters/gov/dwp/tax_credits/child_tax_credit/elements/severe_dis_child_element.yaml @@ -27,9 +27,9 @@ metadata: reference: - title: "Tax credits, Child Benefit and Guardian's Allowance: rates and allowances (HMRC, gov.uk)" href: https://www.gov.uk/government/publications/rates-and-allowances-tax-credits-child-benefit-and-guardians-allowance/tax-credits-child-benefit-and-guardians-allowance - - title: The Tax Credits Up-rating Regulations 2023 (SI 2023/237) + - title: The Tax Credits, Child Benefit and Guardian's Allowance Up-rating Regulations 2023 (SI 2023/237) href: https://www.legislation.gov.uk/uksi/2023/237/contents/made - - title: The Tax Credits Up-rating Regulations 2024 (SI 2024/247) + - title: The Tax Credits, Child Benefit and Guardian's Allowance Up-rating Regulations 2024 (SI 2024/247) href: https://www.legislation.gov.uk/uksi/2024/247/contents/made - title: UKMOD country report (EUROMOD) href: https://www.iser.essex.ac.uk/files/projects/UKMOD/EUROMOD_country_report.pdf#page=28 diff --git a/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/worker.yaml b/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/worker.yaml index e2859df0af..d5b5401005 100644 --- a/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/worker.yaml +++ b/policyengine_uk/parameters/gov/dwp/tax_credits/working_tax_credit/elements/worker.yaml @@ -33,9 +33,9 @@ metadata: href: https://www.legislation.gov.uk/uksi/2002/2005/schedule/2 - title: "Tax credits, Child Benefit and Guardian's Allowance: rates and allowances (HMRC, gov.uk)" href: https://www.gov.uk/government/publications/rates-and-allowances-tax-credits-child-benefit-and-guardians-allowance/tax-credits-child-benefit-and-guardians-allowance - - title: The Tax Credits Up-rating Regulations 2022 (SI 2022/231) + - title: The Tax Credits, Child Benefit and Guardian's Allowance Up-rating Regulations 2022 (SI 2022/231) href: https://www.legislation.gov.uk/uksi/2022/231/contents/made - - title: The Tax Credits Up-rating Regulations 2023 (SI 2023/237) + - title: The Tax Credits, Child Benefit and Guardian's Allowance Up-rating Regulations 2023 (SI 2023/237) href: https://www.legislation.gov.uk/uksi/2023/237/contents/made - - title: The Tax Credits Up-rating Regulations 2024 (SI 2024/247) + - title: The Tax Credits, Child Benefit and Guardian's Allowance Up-rating Regulations 2024 (SI 2024/247) href: https://www.legislation.gov.uk/uksi/2024/247/contents/made diff --git a/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/amount.yaml b/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/amount.yaml index 14ea685e4f..885487e4da 100644 --- a/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/amount.yaml +++ b/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/amount.yaml @@ -19,8 +19,6 @@ metadata: reference: - title: The Universal Credit Regulations 2013 reg. 26(2), Schedule 4, Part 3, 14, (page 136) href: https://www.legislation.gov.uk/uksi/2013/376/schedule/4 - - title: The Social Security Benefits Up-rating Order 2025 - href: https://www.legislation.gov.uk/uksi/2025/234 - title: Benefit and pension rates 2019 to 2020 (DWP, gov.uk) href: https://www.gov.uk/government/publications/benefit-and-pension-rates-2019-to-2020/proposed-benefit-and-pension-rates-2019-to-2020 - title: Benefit and pension rates 2025 to 2026 (DWP, gov.uk) diff --git a/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml b/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml index 1fa609459a..37cf87bfda 100644 --- a/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml +++ b/policyengine_uk/tests/fixtures/dwp_benefit_and_pension_rates.yaml @@ -1,7 +1,11 @@ # DWP "Benefit and pension rates" (and HMRC tax credit rates), by fiscal year # (2025 = 2025-26), in each parameter's own unit and period. Each year's rate # appears in that year's publication and as the previous-year column of the -# next year's, and the two agree. For 2025-26 and 2026-27 the amounts match the +# next year's, and the two agree, except UC's 2021-22 amounts: the temporary +# uplift ended in October 2021, and the 2022-23 edition's previous-year column +# gives the later amounts. The fixture holds the April 2021 amounts from the +# 2021-22 edition, which PolicyEngine reads at 30 April. For 2025-26 and +# 2026-27 the amounts match the # Social Security Benefits Up-rating Orders 2025 (SI 2025/295) and 2026 (SI # 2026/148), except the 2026-27 income-related ESA personal allowances, which # are set under the Universal Credit Act 2025 s.5. Rows marked `derived` are @@ -77,7 +81,7 @@ parameters: 2025: 250 2026: 250 gov.dwp.ESA.income.capital.tariff_income.threshold: - row: "DWP Benefit and pension rates > Capital limits > 'Amount disregarded' 6,000 (2019-20/2020-21 label: 'Amount disregarded – all benefits except Pension Credit and Housing Benefit for those above the qua" + row: "DWP Benefit and pension rates > Capital limits > 'Amount disregarded' 6,000 (2019-20/2020-21 label: 'Amount disregarded – all benefits except Pension Credit and Housing Benefit for those above the qualifying age for Guarantee Credit')" values: 2019: 6000 2020: 6000 @@ -228,7 +232,7 @@ parameters: 2025: 10 2026: 10 gov.dwp.JSA.income.income_disregard_lone_parent: - row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Higher (special occupations/circumstances)' 20.00 (JSA Regs 1996 Sch 6" + row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Higher (special occupations/circumstances)' 20.00 (JSA Regs 1996 Sch 6, lone parent)" values: 2019: 20 2020: 20 @@ -315,22 +319,6 @@ parameters: 2024: 14753 2025: 14753 2026: 14753 - gov.dwp.carer_premium.couple: - row: "Housing Benefit > Premiums > Carer (per qualifying person), doubled: the legal amount for two carers is 2 x this row" - derived: "twice the carer premium row: it is paid for each person who satisfies the condition (HB Regs 2006 Sch 3 Part 4)" - values: - 2015: 69.2 - 2016: 69.2 - 2017: 69.9 - 2018: 72.0 - 2019: 73.7 - 2020: 75.0 - 2021: 75.4 - 2022: 77.7 - 2023: 85.5 - 2024: 91.2 - 2025: 92.8 - 2026: 96.3 gov.dwp.carer_premium.single: row: "Housing Benefit > Premiums > Carer" values: @@ -917,7 +905,7 @@ parameters: 2025: 10 2026: 10 gov.dwp.income_support.means_test.income_disregard_lone_parent: - row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Higher (special occupations/circumstances)' 20.00 (IS Regs 1987 Sch 8 " + row: "DWP Benefit and pension rates > Disregards > IS, income-based JSA, income-related ESA and Pension Credit > Earnings disregards > 'Higher (special occupations/circumstances)' 20.00 (IS Regs 1987 Sch 8, lone parent)" values: 2019: 20 2020: 20 @@ -941,6 +929,7 @@ parameters: gov.dwp.pension_credit.guarantee_credit.carer.addition: row: "Pension Credit | Additional amount for carers" values: + 2018: 36.0 2019: 36.85 2020: 37.5 2021: 37.7 @@ -1250,7 +1239,7 @@ parameters: 2025: 175 2026: 175 gov.dwp.tax_credits.working_tax_credit.elements.childcare_2: - row: "HMRC tax credit rates > Childcare element of WTC > 'Maximum eligible cost for 2 or more children' £300/week; and DWP Benefit and pension rates > Disregards > Housing Benefit > 'Childcare charges (2 or" + row: "HMRC tax credit rates > Childcare element of WTC > 'Maximum eligible cost for 2 or more children' £300/week; and DWP Benefit and pension rates > Disregards > Housing Benefit > 'Childcare charges (2 or more children)'" values: 2019: 300 2020: 300 @@ -1381,7 +1370,7 @@ parameters: 2025: 495.87 2026: 514.71 gov.dwp.universal_credit.elements.disabled.amount: - row: "Limited Capability for Work and Work-Related Activity amount (2026-27: new-claimant row £217.26; separate row 'Pre-2026 claimant, severe conditions criteria claimant or claimant who is terminally ill'" + row: "Limited Capability for Work and Work-Related Activity amount (2026-27: new-claimant row £217.26; separate row 'Pre-2026 claimant, severe conditions criteria claimant or claimant who is terminally ill')" values: 2019: 336.2 2020: 341.92 @@ -1436,7 +1425,7 @@ parameters: 2025: 250 2026: 250 gov.dwp.universal_credit.means_test.capital.tariff_income.threshold: - row: "2019-20 and 2020-21: 'Capital limits - Amount disregarded - all benefits except Pension Credit and Housing Benefit for those above the qualifying age for Guarantee Credit'; from 2021-22: 'Capital limi" + row: "2019-20 and 2020-21: 'Capital limits - Amount disregarded - all benefits except Pension Credit and Housing Benefit for those above the qualifying age for Guarantee Credit'; from 2021-22: 'Capital limits - Amount disregarded'" values: 2019: 6000 2020: 6000 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/care.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/care.yaml index 5a01770409..7f2ef4660f 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/care.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/care.yaml @@ -43,6 +43,6 @@ carers_allowance_reported: 0 country: ENGLAND output: - carers_allowance: 83.29 * 52 + carers_allowance: 83.30 * 52 # 2025-26 rate (SI 2025/295) is_carer_for_benefits: true num_carers: 1 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/housing_benefit_capital.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/housing_benefit_capital.yaml index 1bc2a40511..d6eee69d34 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/housing_benefit_capital.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/housing_benefit_capital.yaml @@ -238,8 +238,8 @@ members: person # The passport needs a guarantee credit that is paid. Pension Credit # income here is 10,000 plus 80 x 52 = 4,160 deemed from capital, - # 14,160 in all, above PolicyEngine's 2025 parameter for the minimum - # guarantee (221.85 x 52 = 11,536.20), so Pension Credit eligibility + # 14,160 in all, above the 2025-26 standard minimum guarantee + # (227.10 x 52 = 11,809.20), so Pension Credit eligibility # is set along with the credit. guarantee_credit: 1 is_pension_credit_eligible: true diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/housing_benefit_guarantee_credit_passport.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/housing_benefit_guarantee_credit_passport.yaml index dc92ef6b46..207d4b3901 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/housing_benefit_guarantee_credit_passport.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/housing_benefit_guarantee_credit_passport.yaml @@ -222,13 +222,14 @@ # Pension Credit capital income: SI 2002/1792 reg 15(6), and the repo's # pension_credit.income.capital parameters, give £1/week per £500 above # £10,000: ceil((20,000 - 10,000) / 500) x 1 x 52 = £1,040/year. - # The 2025 SINGLE minimum_guarantee parameter is £221.85/week: - # 221.85 x 52 = £11,536.20; 11,536.20 - (10,000 + 1,040) = £496.20. - # Both are entitled; only the claimant receives that Guarantee Credit. + # The 2025-26 single standard minimum guarantee is £227.10/week (SI + # 2025/295): 227.10 x 52 = £11,809.20; 11,809.20 - (10,000 + 1,040) = + # £769.20. Both are entitled; only the claimant receives that Guarantee + # Credit. pension_credit_deemed_income: [1_040, 1_040] - minimum_guarantee: [11_536.20, 11_536.20] - guarantee_credit: [496.20, 496.20] - pension_credit: [0, 496.20] + minimum_guarantee: [11_809.20, 11_809.20] + guarantee_credit: [769.20, 769.20] + pension_credit: [0, 769.20] in_receipt_of_guarantee_credit: [false, true] # SI 2006/214 reg 26 disregards income and capital only on receipt: # https://www.legislation.gov.uk/uksi/2006/214/regulation/26 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/legacy_claimant_relationships.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/legacy_claimant_relationships.yaml index c45c67afd2..cc3bc48902 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/legacy_claimant_relationships.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/legacy_claimant_relationships.yaml @@ -227,7 +227,7 @@ benefits_premiums: 0 output: # HB Sch 3 para 1(2): the claimant is under 18, even if responsible - # for an older qualifying young person. Younger rate 72.92 * 52. + # for an older qualifying young person. Younger 2025-26 rate 72.90 * 52. housing_benefit_applicable_amount: 3_790.80 # The shared CTR allowance calculation also uses only claimant/partner ages. council_tax_reduction_applicable_amount: 3_790.80 diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml index 371443fe13..07e7c96efb 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/non_dep_deduction/household_benefits_individual_non_dep_deduction.yaml @@ -27,7 +27,9 @@ output: household_benefits_individual_non_dep_deduction: 101.35 * 52 -- name: Exclusive brackets +- name: Income just above the lower edge of the second band + # Passes whether band edges are read inclusively (reg 74(2)) or, as the + # formula still does, exclusively; see #2004 and #2007. period: 2025 input: housing_benefit_individual_non_dep_deduction_eligible: true diff --git a/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support/income_support_capital.yaml b/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support/income_support_capital.yaml index 53afaf37e8..a68862b4d8 100644 --- a/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support/income_support_capital.yaml +++ b/policyengine_uk/tests/policy/baseline/finance/benefit/family/income_support/income_support_capital.yaml @@ -66,7 +66,7 @@ output: income_support_tariff_income: 104 -- name: Income Support entitlement is reduced by tariff income above the lower threshold +- name: Income Support counts tariff income above the lower threshold, here absorbed by the lone-parent disregard period: 2021 absolute_error_margin: 1 input: diff --git a/policyengine_uk/tests/policy/baseline/gov/dwp/benefit_rates_2025_26.yaml b/policyengine_uk/tests/policy/baseline/gov/dwp/benefit_rates_2025_26.yaml index 047426d05c..0d36dc64be 100644 --- a/policyengine_uk/tests/policy/baseline/gov/dwp/benefit_rates_2025_26.yaml +++ b/policyengine_uk/tests/policy/baseline/gov/dwp/benefit_rates_2025_26.yaml @@ -143,8 +143,6 @@ benunits: benunit: members: [person] - youngest_adult_age: 30 - eldest_adult_age: 30 is_single: true benefits_premiums: 0 output: @@ -162,8 +160,6 @@ benunits: benunit: members: [person, partner] - youngest_adult_age: 30 - eldest_adult_age: 30 is_single: false benefits_premiums: 0 output: @@ -216,7 +212,7 @@ output: carer_premium: [2_412.80, 4_825.60] # 46.40 and 2 x 46.40 a week -- name: Attendance Allowance, Disability Living Allowance and Personal Independence Payment lower and middle rates +- name: Attendance Allowance lower rate, DLA care middle and mobility lower rates, PIP standard rates period: 2025 absolute_error_margin: 0.01 input: diff --git a/policyengine_uk/tests/policy/baseline/gov/local_authorities/council_tax_reduction/council_tax_reduction_carer_support_payment.yaml b/policyengine_uk/tests/policy/baseline/gov/local_authorities/council_tax_reduction/council_tax_reduction_carer_support_payment.yaml index eefa9a2954..186b79ccc3 100644 --- a/policyengine_uk/tests/policy/baseline/gov/local_authorities/council_tax_reduction/council_tax_reduction_carer_support_payment.yaml +++ b/policyengine_uk/tests/policy/baseline/gov/local_authorities/council_tax_reduction/council_tax_reduction_carer_support_payment.yaml @@ -21,8 +21,7 @@ # carer premium 48.15, personal allowance 95.55 (single, 25 or over), 256.00 # (single, pension age) and 383.35 (couple, pension age). 2025: CSP 83.30, no # supplement, carer premium 46.40 (SSI 2021/249 Sch 1 para 5(1), as in force on -# 1 April 2025), and the model's personal allowance 92.04 (the statutory -# 2025-26 allowance was 92.05; see #2110). 2024: CA +# 1 April 2025), and personal allowance 92.05. 2024: CA # 81.90, carer premium 45.60, personal allowance 90.50. Reduction is withdrawn # at 20% of income above the applicable amount. Council tax is 2,000 # throughout. @@ -217,9 +216,9 @@ carer_support_payment: 83.30 * 52 scottish_carer_supplement: 0 council_tax_reduction_applicable_income: 7_000 + 83.30 * 52 - council_tax_reduction_applicable_amount: (92.04 + 46.40) * 52 + council_tax_reduction_applicable_amount: (92.05 + 46.40) * 52 # 2,000 - 0.2 x (11,331.60 - 7,198.88) = 1,173.46 - council_tax_reduction: 2_000 - 0.2 * (7_000 + 83.30 * 52 - (92.04 + 46.40) * 52) + council_tax_reduction: 2_000 - 0.2 * (7_000 + 83.30 * 52 - (92.05 + 46.40) * 52) - name: In 2024 the Scottish carer is still on Carer's Allowance, which was already counted period: 2024 diff --git a/policyengine_uk/tests/test_dwp_published_rates.py b/policyengine_uk/tests/test_dwp_published_rates.py index a42d63ba7d..f4c60567ca 100644 --- a/policyengine_uk/tests/test_dwp_published_rates.py +++ b/policyengine_uk/tests/test_dwp_published_rates.py @@ -10,16 +10,18 @@ 1. Differential: the value PolicyEngine uses for each fiscal year (the parameter at 30 April, after uprating) equals the published rate. -2. No projection overrides a published rate: no fixture parameter uprates from - a fixed `start_instant`, which would replace later published values with - projections. +2. No fixed-start uprating: no fixture parameter uprates from a fixed + `start_instant`, which projects every year without a key from the start + value and, after the last key, continues from the start value instead of + the latest published rate. 3. Projections continue from the last published rate: for a series published through 2026-27, an uprated parameter in 2027-28 equals the 2026-27 rate times the change in its uprating index, so there is no jump when - projections begin. -4. The carer premium for two carers is twice the premium for one, in every - year, because it is paid for each person who satisfies the condition. -5. Housing Benefit non-dependant deductions: each year's bands and deductions + projections begin. The UC standard allowances and LCWRA element are left + out: the Universal Credit Act 2025 sets a minimum for the standard + allowance above CPI uprating (s.1) and freezes the LCWRA element (s.3) for + 2026-27 to 2029-30, which the model does not yet follow. +4. Housing Benefit non-dependant deductions: each year's bands and deductions are the published ones, and the scale, read with lower edges inclusive as reg 74(2) words them ("not less than"), never falls as income rises. (The HB and CTR formulas still call the scale with right=True and do not @@ -71,6 +73,18 @@ def test_no_start_instant_overrides_published_rates(name): assert not (isinstance(uprating, dict) and "start_instant" in uprating) +# Universal Credit Act 2025 (ukpga/2025/22) s.1 (standard allowance minimum: +# the previous Step 2 amount, increased by CPI and then by the uplift in its +# table) and s.3 (LCWRA element frozen for 2026-27 to 2029-30). +UC_ACT_2025_EXCEPTIONS = { + "gov.dwp.universal_credit.standard_allowance.amount.SINGLE_YOUNG", + "gov.dwp.universal_credit.standard_allowance.amount.SINGLE_OLD", + "gov.dwp.universal_credit.standard_allowance.amount.COUPLE_YOUNG", + "gov.dwp.universal_credit.standard_allowance.amount.COUPLE_OLD", + "gov.dwp.universal_credit.elements.disabled.amount", +} + + @pytest.mark.parametrize("name", sorted(PARAMETERS)) def test_projection_continues_from_last_published_rate(name): """Invariant 3.""" @@ -81,27 +95,21 @@ def test_projection_continues_from_last_published_rate(name): last = max(int(y) for y in PARAMETERS[name]["values"]) if last < 2026: pytest.skip("series ends before 2026-27") + if name in UC_ACT_2025_EXCEPTIONS: + pytest.skip("Universal Credit Act 2025 ss.1 and 3 depart from CPI uprating") index = node(uprating if isinstance(uprating, str) else uprating["parameter"]) ratio = index(f"{last + 1}-01-01") / index(f"{last}-01-01") expected = PARAMETERS[name]["values"][last] * ratio assert parameter(f"{last + 1}-04-30") == pytest.approx(expected, rel=1e-6) -@pytest.mark.parametrize("year", range(2015, 2041)) -def test_two_carer_premium_is_twice_the_one_carer_premium(year): - """Invariant 4.""" - premium = system.parameters.gov.dwp.carer_premium - at = f"{year}-04-30" - assert premium.couple(at) == pytest.approx(2 * premium.single(at), abs=1e-6) - - NON_DEP = FIXTURE["housing_benefit_non_dependant_deductions"] NON_DEP_SCALE = system.parameters.gov.dwp.housing_benefit.non_dep_deduction.amount @pytest.mark.parametrize("year", sorted(NON_DEP)) def test_non_dependant_deductions_match_the_published_table(year): - """Invariant 5: the published bands and deductions, read inclusively.""" + """Invariant 4: the published bands and deductions, read inclusively.""" at = f"{year}-04-30" edges = NON_DEP[year]["lower_edges"] deductions = NON_DEP[year]["deductions"]