Test Winter Fuel Payment and PAWHP receipt per person

changelog.d/winter-heating-per-person-receipt.added.md

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+- Add `is_on_pension_credit` and `is_on_universal_credit` (whether the award is payable to the person) and `tax_credit_award` (the tax credit award payable to them). For the claimant and partner they read their couple's award: Pension Credit is paid to one member (the one who reports it, else the claimant, among members who have attained the qualifying age), and Universal Credit and tax credits are joint awards (but not for a partner who cannot be a joint Universal Credit claimant, whose partner claims as a single person). Anyone else is on an award only through their own report.
+- Add person-level `winter_fuel_payment` and `pension_age_winter_heating_payment`, with `winter_fuel_payment_eligible`, `pawhp_eligible`, `is_on_winter_fuel_payment_relevant_benefit` and `is_on_pawhp_relevant_benefit`. The household `winter_fuel_allowance` and `pawhp` now add up their members' payments.

changelog.d/winter-heating-per-person-receipt.fixed.md

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+- Test receipt of a relevant benefit for the Winter Fuel Payment and the Pension Age Winter Heating Payment person by person. Under SI 2000/729, SI 2025/969 and NISR 2025/142 a person is on a relevant benefit when it is paid to them: Income Support, income-based JSA, income-related ESA and Pension Credit are paid to one member of a couple, while Universal Credit is awarded and paid to the couple jointly. Under SI 2024/869 reg 2(5), NISR 2024/160 reg 2(5) and SSI 2024/351 a member of a couple is also on one when the other member is (`partner_receipt_counts`). A non-dependant's income-related ESA, income-based JSA, Income Support or Pension Credit no longer qualifies a pensioner in the same household, or exempts them from the Winter Fuel Payment income test.
+- Count Universal Credit as a relevant benefit for both payments, and a tax credit award of at least £26 for the 2024 qualifying week, as SI 2024/869, SI 2025/969 and SSI 2024/351 list them.
+- Pay each person the amount the regulations set: one payment for a couple on a relevant benefit, the full amount to anyone else living without another entitled person, and the shared amounts (£100, or £200 or £150 over 80, and the PAWHP equivalents) otherwise. Two benefit units in one household can now both be paid.
+- Pay the Winter Fuel Payment in Scotland up to the 2023 qualifying week (SI 2000/729 covered Great Britain) and the Pension Age Winter Heating Payment only from the 2024 week.
+- From the 2025 qualifying week, pay the Pension Age Winter Heating Payment to everyone of pensionable age in Scotland at the legislated amounts (SSI 2025/282, SSI 2025/100 and SSI 2026/170) instead of a flat £100 to households not on a relevant benefit.
+- Cite the Winter Heating Assistance (Pension Age) (Scotland) Regulations 2024 (SSI 2024/351) in the PAWHP parameters; they cited SSI 2024/250, a planning instrument.

changelog.d/winter-heating-per-person-receipt.removed.md

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+- Remove `gov.social_security_scotland.pawhp.amount.base`: the regulations set no flat amount for households not on a relevant benefit; the new shared amounts replace it.

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/amount/higher.yaml

@@ -1,8 +1,13 @@
+description: Winter Fuel Payment for a person aged 80 or over, or under 80 and on a relevant benefit with a partner aged 80 or over, unless a shared amount applies.
 values:
   2000-01-01: 300
 metadata:
   unit: currency-GBP
   label: Winter Fuel Payment higher amount
   reference:
-    - href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2
-      title: The Social Fund Winter Fuel Payment Regulations 2000
+    - title: The Social Fund Winter Fuel Payment Regulations 2000, reg. 2(2)(a) and 2(3) (as in force for the 2023 qualifying week)
+      href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2/2023-09-18
+    - title: The Social Fund Winter Fuel Payment Regulations 2024, reg. 3(a) and (b)
+      href: https://www.legislation.gov.uk/uksi/2024/869/regulation/3/made
+    - title: The Social Fund Winter Fuel Payment Regulations 2025, reg. 3(3) and (4)
+      href: https://www.legislation.gov.uk/uksi/2025/969/regulation/3/made

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/amount/higher_shared_with_80_or_over.yaml

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+description: Winter Fuel Payment for a person aged 80 or over who is not on a relevant benefit and lives with another person entitled to a payment who has also reached 80. The 2024 regulations had no shared amounts; only people on a relevant benefit (or tax credits) were entitled that winter, so this amount does not arise for it.
+values:
+  2000-01-01: 150
+metadata:
+  unit: currency-GBP
+  label: Winter Fuel Payment shared amount 80 and over, living with 80 and over
+  reference:
+    - title: The Social Fund Winter Fuel Payment Regulations 2000, reg. 2(2)(b)(i) (as in force for the 2023 qualifying week)
+      href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2/2023-09-18
+    - title: The Social Fund Winter Fuel Payment Regulations 2025, reg. 3(6)
+      href: https://www.legislation.gov.uk/uksi/2025/969/regulation/3/made

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/amount/higher_shared_with_under_80.yaml

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+description: Winter Fuel Payment for a person aged 80 or over who is not on a relevant benefit and lives with another person entitled to a payment, none of whom has reached 80. The 2024 regulations had no shared amounts; only people on a relevant benefit (or tax credits) were entitled that winter, so this amount does not arise for it.
+values:
+  2000-01-01: 200
+metadata:
+  unit: currency-GBP
+  label: Winter Fuel Payment shared amount 80 and over, living with under 80
+  reference:
+    - title: The Social Fund Winter Fuel Payment Regulations 2000, reg. 2(2)(b) (as in force for the 2023 qualifying week)
+      href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2/2023-09-18
+    - title: The Social Fund Winter Fuel Payment Regulations 2025, reg. 3(5)
+      href: https://www.legislation.gov.uk/uksi/2025/969/regulation/3/made

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/amount/lower.yaml

@@ -1,8 +1,13 @@
+description: Winter Fuel Payment for a person under 80, unless a shared amount applies or they are on a relevant benefit with a partner aged 80 or over.
 values:
   2000-01-01: 200
 metadata:
   unit: currency-GBP
   label: Winter Fuel Payment lower amount
   reference:
-    - href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2
-      title: The Social Fund Winter Fuel Payment Regulations 2000
+    - title: The Social Fund Winter Fuel Payment Regulations 2000, reg. 2(1)(i) (as in force for the 2023 qualifying week)
+      href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2/2023-09-18
+    - title: The Social Fund Winter Fuel Payment Regulations 2024, reg. 3(c)
+      href: https://www.legislation.gov.uk/uksi/2024/869/regulation/3/made
+    - title: The Social Fund Winter Fuel Payment Regulations 2025, reg. 3(1)
+      href: https://www.legislation.gov.uk/uksi/2025/969/regulation/3/made

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/amount/lower_shared.yaml

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+description: Winter Fuel Payment for a person under 80 who is not on a relevant benefit and lives with another person entitled to a payment. The 2024 regulations had no shared amounts; only people on a relevant benefit (or tax credits) were entitled that winter, so this amount does not arise for it.
+values:
+  2000-01-01: 100
+metadata:
+  unit: currency-GBP
+  label: Winter Fuel Payment shared amount under 80
+  reference:
+    - title: The Social Fund Winter Fuel Payment Regulations 2000, reg. 2(1)(ii) (as in force for the 2023 qualifying week)
+      href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2/2023-09-18
+    - title: The Social Fund Winter Fuel Payment Regulations 2025, reg. 3(2)
+      href: https://www.legislation.gov.uk/uksi/2025/969/regulation/3/made

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/countries.yaml

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+description: Countries whose residents of pensionable age receive the Winter Fuel Payment. Great Britain until the 2023 qualifying week; England and Wales from the 2024 qualifying week, when Scotland's Pension Age Winter Heating Payment replaced it. Northern Ireland pays its own Winter Fuel Payment under regulations that mirror Great Britain's, which these parameters stand in for.
+values:
+  2000-01-01:
+    value:
+      - ENGLAND
+      - WALES
+      - SCOTLAND
+      - NORTHERN_IRELAND
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2000, reg. 2(1)(a)(i) (ordinarily resident in Great Britain)
+        href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2/2023-09-18
+      - title: The Social Fund Winter Fuel Payment Regulations (Northern Ireland) 2000
+        href: https://www.legislation.gov.uk/nisr/2000/91/contents
+  # Dated 1 January so that the year's value is the one for its September
+  # qualifying week; SI 2024/869 came into force on 16 September 2024.
+  2024-01-01:
+    value:
+      - ENGLAND
+      - WALES
+      - NORTHERN_IRELAND
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2024, reg. 1(2) and 2(2)(a) (England and Wales)
+        href: https://www.legislation.gov.uk/uksi/2024/869/regulation/2/made
+      - title: The Social Fund Winter Fuel Payment Regulations 2025, reg. 1(2) and 2(b) (England and Wales)
+        href: https://www.legislation.gov.uk/uksi/2025/969/regulation/2/made
+      - title: The Social Fund Winter Fuel Payment Regulations (Northern Ireland) 2025, reg. 2(b)
+        href: https://www.legislation.gov.uk/nisr/2025/142/regulation/2
+metadata:
+  unit: list
+  label: Winter Fuel Payment countries

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/minimum_tax_credit_award.yaml

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+description: Smallest award of child tax credit or working tax credit that counts towards the Winter Fuel Payment. Tax credits counted only for the 2024 qualifying week; infinity means they do not count.
+values:
+  2000-01-01:
+    value: .inf
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2000, reg. 2(1)(ii) (as in force for the 2023 qualifying week)
+        href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2/2023-09-18
+  # Dated 1 January so that the year's value is the one for its September
+  # qualifying week; SI 2024/869 came into force on 16 September 2024.
+  2024-01-01:
+    value: 26
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2024, reg. 2(2)(b)(ii)
+        href: https://www.legislation.gov.uk/uksi/2024/869/regulation/2/made
+      - title: The Social Fund Winter Fuel Payment Regulations (Northern Ireland) 2024, reg. 2(2)(b)(ii)
+        href: https://www.legislation.gov.uk/nisr/2024/160/regulation/2/made
+  2025-01-01:
+    value: .inf
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2025, reg. 1(3) "relevant benefit"
+        href: https://www.legislation.gov.uk/uksi/2025/969/regulation/1/made
+metadata:
+  unit: currency-GBP
+  label: Winter Fuel Payment minimum tax credit award

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/partner_receipt_counts.yaml

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+description: Whether a member of a couple counts as on a relevant benefit for the Winter Fuel Payment when the other member is. The 2024 regulations say so. The 2000 and 2025 regulations instead ask whether a relevant benefit has been paid to the person, and income support, income-based jobseeker's allowance, income-related employment and support allowance and Pension Credit are paid to one member of a couple.
+values:
+  2000-01-01:
+    value: false
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2000, reg. 2(1)(ii) "paid to him" (as in force for the 2023 qualifying week)
+        href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2/2023-09-18
+  # Dated 1 January so that the year's value is the one for its September
+  # qualifying week; SI 2024/869 came into force on 16 September 2024.
+  2024-01-01:
+    value: true
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2024, reg. 2(5)
+        href: https://www.legislation.gov.uk/uksi/2024/869/regulation/2/made
+      - title: The Social Fund Winter Fuel Payment Regulations (Northern Ireland) 2024, reg. 2(5)
+        href: https://www.legislation.gov.uk/nisr/2024/160/regulation/2/made
+  # SI 2025/969 came into force on 15 September 2025.
+  2025-01-01:
+    value: false
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2025, reg. 3(2)(a), (3)(a), (5)(a), (6)(a) and 4(2)(a) "paid to P"
+        href: https://www.legislation.gov.uk/uksi/2025/969/regulation/3/made
+      - title: The Social Fund Winter Fuel Payment Regulations (Northern Ireland) 2025, reg. 3
+        href: https://www.legislation.gov.uk/nisr/2025/142/regulation/3
+metadata:
+  unit: bool
+  label: Winter Fuel Payment partner's relevant benefit counts

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/relevant_benefits.yaml

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+description: Benefits that count as a relevant benefit for the Winter Fuel Payment, other than tax credits (see minimum_tax_credit_award). A person on one receives the full amount whoever they live with, and the partner of the person paid is not entitled. For the 2024 qualifying week only, a relevant benefit was also a condition of entitlement.
+values:
+  2000-01-01:
+    value:
+      - is_on_pension_credit
+      - is_on_income_based_jsa
+      - is_on_income_related_esa
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2000, reg. 2(1)(ii) and 3(1)(a)(i) (as in force for the 2023 qualifying week)
+        href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2/2023-09-18
+  # Dated 1 January so that the year's value is the one for its September
+  # qualifying week; SI 2024/869 came into force on 16 September 2024.
+  2024-01-01:
+    value:
+      - is_on_income_support
+      - is_on_income_based_jsa
+      - is_on_pension_credit
+      - is_on_income_related_esa
+      - is_on_universal_credit
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2024, reg. 2(2)(b) and 2(4) "relevant benefit"
+        href: https://www.legislation.gov.uk/uksi/2024/869/regulation/2/made
+  # SI 2025/969 came into force on 15 September 2025.
+  2025-01-01:
+    value:
+      - is_on_income_support
+      - is_on_income_based_jsa
+      - is_on_pension_credit
+      - is_on_income_related_esa
+      - is_on_universal_credit
+    reference:
+      - title: The Social Fund Winter Fuel Payment Regulations 2025, reg. 1(3) "relevant benefit"
+        href: https://www.legislation.gov.uk/uksi/2025/969/regulation/1/made
+metadata:
+  unit: list
+  label: Winter Fuel Payment relevant benefits

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/require_benefits.yaml

@@ -1,7 +1,7 @@
-description: Whether receipt of means-tested benefits is required to qualify for the Winter Fuel Payment.
+description: Whether a relevant benefit is a condition of the Winter Fuel Payment. It was for the 2024 qualifying week. From the 2025 qualifying week the regulations pay everyone of pensionable age, and the winter fuel payment charge (ITEPA 2003 s.681I) recovers the payment from people with total income over £35,000 who are not on a relevant benefit. The model keeps this true from 2025 and lets people who are not on a relevant benefit through the income test in taxable_income_test, which stands in for the charge.
 values:
   2000-01-01: false
-  2024-01-01: 
+  2024-01-01:
     value: true
     metadata:
       reference:
@@ -12,4 +12,8 @@ metadata:
   label: Winter Fuel Payment means-tested benefits requirement
   reference:
     - href: https://www.legislation.gov.uk/uksi/2000/729/regulation/2
-      title: The Social Fund Winter Fuel Payment Regulations 2000
+      title: The Social Fund Winter Fuel Payment Regulations 2000
+    - title: The Social Fund Winter Fuel Payment Regulations 2025, reg. 2
+      href: https://www.legislation.gov.uk/uksi/2025/969/regulation/2/made
+    - title: Finance Act 2026, Sch. 10 (ITEPA 2003 s.681I, winter fuel payment charge)
+      href: https://www.legislation.gov.uk/ukpga/2026/11/schedule/10

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/taxable_income_test/maximum_taxable_income.yaml

@@ -1,11 +1,11 @@
-description: Households in England or Wales with pensioners earning under this amount of yearly taxable income are eligible for the Winter Fuel Payment.
+description: Households in England or Wales with pensioners earning under this amount of yearly taxable income are eligible for the Winter Fuel Payment. This stands in for the winter fuel payment charge, which recovers the payment from a person whose own total income exceeds £35,000 and who is not entitled to a relevant benefit.
 values:
   2000-01-01: 0
   2025-01-01:
     value: 35_000
     reference:
-      - title: The Social Fund Winter Fuel Payment Regulations 2025 (SI 2025/969)
-        href: https://www.legislation.gov.uk/uksi/2025/969/made
+      - title: Finance Act 2026, Sch. 10 para. 1 (ITEPA 2003 s.681I(1)(b), for 2025-26 on)
+        href: https://www.legislation.gov.uk/ukpga/2026/11/schedule/10
 metadata:
   unit: currency-GBP
-  label: Winter Fuel Payment maximum taxable income
+  label: Winter Fuel Payment maximum taxable income

policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/taxable_income_test/use_maximum_taxable_income.yaml

@@ -1,7 +1,10 @@
-description: When this is true, households in England or Wales with pensioners earning under the maximum taxable income are eligible for the Winter Fuel Payment.
+description: When this is true, households in England or Wales with pensioners earning under the maximum taxable income are eligible for the Winter Fuel Payment. This stands in for the winter fuel payment charge on people with total income over £35,000 (ITEPA 2003 s.681I, from 2025-26).
 values:
   2000-01-01: false
   2025-01-01: true
 metadata:
   unit: bool
   label: WFA maximum taxable income eligibility
+  reference:
+    - title: Finance Act 2026, Sch. 10 para. 1 (ITEPA 2003 s.681I)
+      href: https://www.legislation.gov.uk/ukpga/2026/11/schedule/10

policyengine_uk/parameters/gov/social_security_scotland/pawhp/active.yaml

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+description: Whether the Pension Age Winter Heating Payment is paid. It replaced the Winter Fuel Payment in Scotland from the 2024 qualifying week.
+values:
+  2000-01-01: false
+  # Dated 1 January so that the year's value is the one for its September
+  # qualifying week; SSI 2024/351 came into force on 20 November 2024 and
+  # applies to the qualifying week in September 2024.
+  2024-01-01:
+    value: true
+    reference:
+      - title: The Winter Heating Assistance (Pension Age) (Scotland) Regulations 2024 (SSI 2024/351), reg. 1 and 5
+        href: https://www.legislation.gov.uk/ssi/2024/351/made
+metadata:
+  unit: bool
+  label: PAWHP active