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Apply Housing Benefit main-phase ESA personal allowances #2217

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1 change: 1 addition & 0 deletions changelog.d/hb-esa-allowance.added.md
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- Added the higher Housing Benefit personal allowance for pre-assessed main-phase ESA claimants without double counting the ordinary allowance.
312 changes: 312 additions & 0 deletions ...policy/baseline/finance/benefit/family/housing_benefit/housing_benefit_esa_allowance.yaml
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- name: Main-phase allowance honours a reform reducing the older allowance
period: 2024
absolute_error_margin: 0.01
input:
gov.dwp.housing_benefit.allowances.single.older: 60
gov.dwp.housing_benefit.allowances.single.younger: 80
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: true
eldest_claimant_or_partner_age: 22
is_single_person: true
is_couple: false
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: -20 * 52
housing_benefit_applicable_amount: 60 * 52

- name: ENGLAND single age 22 assessment phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: ENGLAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: false
eldest_claimant_or_partner_age: 22
is_single_person: true
is_couple: false
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0 * 52
housing_benefit_applicable_amount: 71.7 * 52

- name: ENGLAND lone_parent age 17 assessment phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: ENGLAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: false
eldest_claimant_or_partner_age: 17
is_single_person: false
is_couple: false
is_lone_parent: true
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0 * 52
housing_benefit_applicable_amount: 71.7 * 52

- name: ENGLAND couple age 17 assessment phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: ENGLAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: false
eldest_claimant_or_partner_age: 17
is_single_person: false
is_couple: true
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0 * 52
housing_benefit_applicable_amount: 108.3 * 52

- name: ENGLAND single age 30 assessment phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: ENGLAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: false
eldest_claimant_or_partner_age: 30
is_single_person: true
is_couple: false
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0 * 52
housing_benefit_applicable_amount: 90.5 * 52

- name: ENGLAND single age 22 main phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: ENGLAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: true
eldest_claimant_or_partner_age: 22
is_single_person: true
is_couple: false
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 18.799999999999997 * 52
housing_benefit_applicable_amount: 90.5 * 52

- name: ENGLAND lone_parent age 17 main phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: ENGLAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: true
eldest_claimant_or_partner_age: 17
is_single_person: false
is_couple: false
is_lone_parent: true
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 18.799999999999997 * 52
housing_benefit_applicable_amount: 90.5 * 52

- name: ENGLAND couple age 17 main phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: ENGLAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: true
eldest_claimant_or_partner_age: 17
is_single_person: false
is_couple: true
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 33.95 * 52
housing_benefit_applicable_amount: 142.25 * 52

- name: ENGLAND single age 30 main phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: ENGLAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: true
eldest_claimant_or_partner_age: 30
is_single_person: true
is_couple: false
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0 * 52
housing_benefit_applicable_amount: 90.5 * 52

- name: NORTHERN_IRELAND single age 22 assessment phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: NORTHERN_IRELAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: false
eldest_claimant_or_partner_age: 22
is_single_person: true
is_couple: false
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0 * 52
housing_benefit_applicable_amount: 71.7 * 52

- name: NORTHERN_IRELAND lone_parent age 17 assessment phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: NORTHERN_IRELAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: false
eldest_claimant_or_partner_age: 17
is_single_person: false
is_couple: false
is_lone_parent: true
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0 * 52
housing_benefit_applicable_amount: 71.7 * 52

- name: NORTHERN_IRELAND couple age 17 assessment phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: NORTHERN_IRELAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: false
eldest_claimant_or_partner_age: 17
is_single_person: false
is_couple: true
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0 * 52
housing_benefit_applicable_amount: 108.3 * 52

- name: NORTHERN_IRELAND single age 30 assessment phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: NORTHERN_IRELAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: false
eldest_claimant_or_partner_age: 30
is_single_person: true
is_couple: false
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0 * 52
housing_benefit_applicable_amount: 90.5 * 52

- name: NORTHERN_IRELAND single age 22 main phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: NORTHERN_IRELAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: true
eldest_claimant_or_partner_age: 22
is_single_person: true
is_couple: false
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 18.799999999999997 * 52
housing_benefit_applicable_amount: 90.5 * 52

- name: NORTHERN_IRELAND lone_parent age 17 main phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: NORTHERN_IRELAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: true
eldest_claimant_or_partner_age: 17
is_single_person: false
is_couple: false
is_lone_parent: true
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 18.799999999999997 * 52
housing_benefit_applicable_amount: 90.5 * 52

- name: NORTHERN_IRELAND couple age 17 main phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: NORTHERN_IRELAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: true
eldest_claimant_or_partner_age: 17
is_single_person: false
is_couple: true
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 33.95 * 52
housing_benefit_applicable_amount: 142.25 * 52

- name: NORTHERN_IRELAND single age 30 main phase ESA allowance
period: 2024
absolute_error_margin: 0.01
input:
country: NORTHERN_IRELAND
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: false
housing_benefit_has_main_phase_esa: true
eldest_claimant_or_partner_age: 30
is_single_person: true
is_couple: false
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0 * 52
housing_benefit_applicable_amount: 90.5 * 52

- name: Missing ESA phase does not infer it from a reported award
period: 2024
input:
esa_contrib_reported: 5000
esa_income_reported: 1000
output:
housing_benefit_has_main_phase_esa: false

- name: ESA status does not alter the pension-age allowance
period: 2024
input:
housing_benefit_eligible: true
housing_benefit_pension_age_regulations_apply: true
housing_benefit_has_main_phase_esa: true
eldest_claimant_or_partner_age: 75
is_single_person: true
is_couple: false
is_lone_parent: false
benefits_premiums: 0
output:
housing_benefit_main_phase_esa_allowance_adjustment: 0
housing_benefit_applicable_amount: 235.20 * 52
7 changes: 6 additions & 1 deletion policyengine_uk/variables/gov/dwp/housing_benefit/housing_benefit_applicable_amount.py
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Expand Up @@ -11,6 +11,8 @@ class housing_benefit_applicable_amount(Variable):
reference = (
"https://www.legislation.gov.uk/uksi/2006/213/schedule/3",
"https://www.legislation.gov.uk/uksi/2006/214/schedule/3",
"https://www.legislation.gov.uk/uksi/2006/213/schedule/3/paragraph/1A",
"https://www.legislation.gov.uk/nisr/2006/405/schedule/4/part/I",
)

def formula(benunit, period, parameters):
Expand Down Expand Up @@ -52,4 +54,7 @@ def formula(benunit, period, parameters):
+ lone_parent * lone_parent_personal_allowance
) * WEEKS_IN_YEAR
premiums = benunit("benefits_premiums", period)
return personal_allowance + premiums
esa_adjustment = benunit(
"housing_benefit_main_phase_esa_allowance_adjustment", period
)
return personal_allowance + premiums + esa_adjustment
25 changes: 25 additions & 0 deletions policyengine_uk/variables/gov/dwp/housing_benefit/housing_benefit_has_main_phase_esa.py
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from policyengine_uk.model_api import *


class housing_benefit_has_main_phase_esa(Variable):
value_type = bool
entity = BenUnit
label = "Housing Benefit claimant entitled to main-phase ESA"
definition_period = YEAR
default_value = False
documentation = (
"Pre-assessed main-phase ESA entitlement of the Housing Benefit "
"claimant personally, as defined in GB Schedule 3 paragraph 1A "
"or NI Schedule 4 paragraph 1A. A partner's entitlement alone does "
"not establish this personal-allowance exception. Includes the "
"specified converted-ESA/time-limit cases, not just current payment. "
"Existing ESA variables report amounts and apply capital screens; "
"they do not identify award phase. No dataset mapping is verified. "
"Missing input defaults to false, preserving the age-based "
"approximation and potentially understating qualifying allowances. "
"This is not a new ESA entitlement calculation."
)
reference = (
"https://www.legislation.gov.uk/uksi/2006/213/schedule/3/paragraph/1A",
"https://www.legislation.gov.uk/nisr/2006/405/schedule/4/part/I",
)
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