Read only the parent's and partner's ESA in extended childcare, and test two more legacy award readers

changelog.d/legacy-award-reader-switches-1944-2000-1908-1940.fixed.md

@@ -0,0 +1,3 @@
+- Count only the parent's and partner's own income-related ESA in the extended childcare parent and partner conditions (SI 2022/1134 regs 11A(1)(e), 14(4) and 15(4)): another member of the benefit unit with an award of their own no longer lets a non-working parent or partner meet them.
+- Add tests that the choice between the working-age and pension-age Housing Benefit regulations (HB Regs 2006 reg 5(1)(b)) reads only the claimant's and partner's Income Support, income-based JSA and income-related ESA, as it already does.
+- Add tests that the mixed-age couple Pension Credit saving (SI 2019/37) reads only the couple's own Income Support, JSA and ESA reports, as it already does.

policyengine_uk/parameters/gov/dfe/extended_childcare_entitlement/disability_criteria.yaml

@@ -25,13 +25,16 @@ values:
   # SI 2022/1134 reg 14(4)(b) and the specified benefits in reg 14(5) as made,
   # moved to reg 11A from 30 March 2023 by SI 2023/276. Regs 14(4) and 15(4) ask
   # whether a person is entitled to a specified benefit, so an allowance reduced
-  # to nil by an overlapping benefit still counts.
+  # to nil by an overlapping benefit still counts. Income-related ESA is the
+  # claimant's and partner's award (claimant_or_partner_esa_income): another
+  # member of the benefit unit with an award of their own is not the parent or
+  # partner, so their award does not count.
   2022-12-01:
     - uc_limited_capability_for_WRA  # 14(4)(b)(i)-(ii): limited capability for work, or for work and work-related activity
     - is_entitled_to_carer_benefit  # 11A(1)(a)-(b): carer's allowance, or carer's assistance under the Social Security (Scotland) Act 2018 s.28
     - receives_uc_carer_element  # 11A(1)(c): the carer element under UC Regs reg 29, on an award (reg 14(5)(a) as made: "an award of universal credit [...] that includes the carer element")
     - receives_limited_capability_for_work_credits  # 11A(1)(d): credits for incapacity for work or limited capability for work
     - esa_contrib  # 11A(1)(e): employment and support allowance (contribution-based)
-    - esa_income  # 11A(1)(e): employment and support allowance (income-related)
+    - claimant_or_partner_esa_income  # 11A(1)(e): employment and support allowance (income-related)
     - incapacity_benefit  # 11A(1)(f)-(g): long-term, short-term and transitional incapacity benefit
     - sda  # 11A(1)(h): severe disablement allowance

policyengine_uk/tests/policy/baseline/finance/benefit/family/legacy_award_readers/extended_childcare_entitlement.yaml

@@ -0,0 +1,168 @@
+# SI 2022/1134 reg 15(4)(c): the partner of a parent who meets reg 14(3)
+# meets the partner condition, without working, if they are "entitled to a
+# specified benefit" (reg 14(4)(b)(iii) likewise for the parent). Reg
+# 11A(1)(e) lists employment and support allowance. The model
+# reads income-related ESA as the claimant's and partner's award
+# (claimant_or_partner_esa_income), which counts for both members of the
+# couple. "other" is a member who is neither the claimant, the partner nor a
+# child or young person they are responsible for, so an award they report is
+# their own claim and does not make the partner entitled to a specified
+# benefit. In each case the parent works and meets the income requirements,
+# the partner does not work, and the child is three.
+
+- name: Another member's income-related ESA does not let a non-working partner meet the extended childcare partner condition
+  period: 2025
+  input:
+    people:
+      parent:
+        age: 35
+        is_parent: true
+        is_claimant_or_partner: true
+        in_work: true
+        employment_income: 30_000
+        extended_childcare_entitlement_meets_income_requirements: true
+      partner:
+        age: 34
+        is_parent: true
+        is_claimant_or_partner: true
+        in_work: false
+        extended_childcare_entitlement_meets_income_requirements: false
+      child:
+        age: 3
+        is_claimant_or_partner: false
+      other:
+        age: 25
+        is_claimant_or_partner: false
+        current_education: NOT_IN_EDUCATION
+        esa_income_reported: 5_000
+    benunits:
+      benunit:
+        members: [parent, partner, child, other]
+        claims_all_entitled_benefits: false
+        would_claim_uc: false
+    households:
+      household:
+        members: [parent, partner, child, other]
+        country: ENGLAND
+  output:
+    esa_income: 5_000
+    claimant_or_partner_esa_income: 0
+    extended_childcare_entitlement_limited_capability_or_specified_benefit: [false, false, false, false]
+    extended_childcare_entitlement_work_condition: [true, false, false, false]
+    extended_childcare_entitlement_eligible: false
+
+- name: Another member's income-related ESA does not let a non-working partner meet the condition in 2023
+  period: 2023
+  input:
+    people:
+      parent:
+        age: 35
+        is_parent: true
+        is_claimant_or_partner: true
+        in_work: true
+        employment_income: 30_000
+        extended_childcare_entitlement_meets_income_requirements: true
+      partner:
+        age: 34
+        is_parent: true
+        is_claimant_or_partner: true
+        in_work: false
+        extended_childcare_entitlement_meets_income_requirements: false
+      child:
+        age: 3
+        is_claimant_or_partner: false
+      other:
+        age: 40
+        is_claimant_or_partner: false
+        current_education: NOT_IN_EDUCATION
+        esa_income_reported: 4_000
+    benunits:
+      benunit:
+        members: [parent, partner, child, other]
+        claims_all_entitled_benefits: false
+        would_claim_uc: false
+    households:
+      household:
+        members: [parent, partner, child, other]
+        country: ENGLAND
+  output:
+    esa_income: 4_000
+    claimant_or_partner_esa_income: 0
+    extended_childcare_entitlement_work_condition: [true, false, false, false]
+    extended_childcare_entitlement_eligible: false
+
+- name: The partner's own income-related ESA lets the non-working partner meet the extended childcare partner condition
+  period: 2025
+  input:
+    people:
+      parent:
+        age: 35
+        is_parent: true
+        is_claimant_or_partner: true
+        in_work: true
+        employment_income: 30_000
+        extended_childcare_entitlement_meets_income_requirements: true
+      partner:
+        age: 34
+        is_parent: true
+        is_claimant_or_partner: true
+        in_work: false
+        extended_childcare_entitlement_meets_income_requirements: false
+        esa_income_reported: 5_000
+      child:
+        age: 3
+        is_claimant_or_partner: false
+    benunits:
+      benunit:
+        members: [parent, partner, child]
+        claims_all_entitled_benefits: false
+        would_claim_uc: false
+    households:
+      household:
+        members: [parent, partner, child]
+        country: ENGLAND
+  output:
+    claimant_or_partner_esa_income: 5_000
+    extended_childcare_entitlement_work_condition: [true, true, false]
+    extended_childcare_entitlement_eligible: true
+
+- name: The partner's own income-related ESA still counts when another member also reports an award
+  period: 2025
+  input:
+    people:
+      parent:
+        age: 35
+        is_parent: true
+        is_claimant_or_partner: true
+        in_work: true
+        employment_income: 30_000
+        extended_childcare_entitlement_meets_income_requirements: true
+      partner:
+        age: 34
+        is_parent: true
+        is_claimant_or_partner: true
+        in_work: false
+        extended_childcare_entitlement_meets_income_requirements: false
+        esa_income_reported: 5_000
+      child:
+        age: 3
+        is_claimant_or_partner: false
+      other:
+        age: 25
+        is_claimant_or_partner: false
+        current_education: NOT_IN_EDUCATION
+        esa_income_reported: 5_000
+    benunits:
+      benunit:
+        members: [parent, partner, child, other]
+        claims_all_entitled_benefits: false
+        would_claim_uc: false
+    households:
+      household:
+        members: [parent, partner, child, other]
+        country: ENGLAND
+  output:
+    esa_income: 10_000
+    claimant_or_partner_esa_income: 5_000
+    extended_childcare_entitlement_work_condition: [true, true, false, false]
+    extended_childcare_entitlement_eligible: true

policyengine_uk/tests/policy/baseline/finance/benefit/family/legacy_award_readers/housing_benefit_pension_age_regulations.yaml

@@ -0,0 +1,100 @@
+# HB Regs 2006 reg 5(1)(b): the working-age regulations apply to a claimant
+# who has reached the qualifying age for State Pension Credit only if "he, or
+# if he has a partner, his partner" is on Universal Credit, Income Support,
+# income-based JSA or income-related ESA. "other" is a member who is neither
+# the claimant, the partner nor a child or young person they are responsible
+# for, so an award they report is their own claim and leaves the claimant
+# under the pension-age regulations. The model stops paying income-based JSA
+# from April 2026 (gov.dwp.JSA.income.active), so the JSA cases are in 2025.
+
+- name: Another member's income-related ESA leaves a pensioner under the pension-age HB regulations
+  period: 2026
+  input:
+    people:
+      claimant:
+        age: 70
+        is_claimant_or_partner: true
+      other:
+        age: 30
+        is_claimant_or_partner: false
+        current_education: NOT_IN_EDUCATION
+        esa_income_reported: 5_000
+    benunits:
+      benunit:
+        members: [claimant, other]
+        would_claim_uc: false
+    households:
+      household:
+        members: [claimant, other]
+  output:
+    esa_income: 5_000
+    claimant_or_partner_esa_income: 0
+    housing_benefit_pension_age_regulations_apply: true
+
+- name: Another member's income-based JSA leaves a pensioner under the pension-age HB regulations
+  period: 2025
+  input:
+    people:
+      claimant:
+        age: 70
+        is_claimant_or_partner: true
+      other:
+        age: 30
+        is_claimant_or_partner: false
+        current_education: NOT_IN_EDUCATION
+        jsa_income_reported: 4_000
+    benunits:
+      benunit:
+        members: [claimant, other]
+        would_claim_uc: false
+    households:
+      household:
+        members: [claimant, other]
+  output:
+    jsa_income: 4_000
+    claimant_or_partner_jsa_income: 0
+    housing_benefit_pension_age_regulations_apply: true
+
+- name: A younger partner's income-related ESA brings a pensioner under the working-age HB regulations
+  period: 2026
+  input:
+    people:
+      claimant:
+        age: 70
+        is_claimant_or_partner: true
+      partner:
+        age: 50
+        is_claimant_or_partner: true
+        esa_income_reported: 5_000
+    benunits:
+      benunit:
+        members: [claimant, partner]
+        would_claim_uc: false
+    households:
+      household:
+        members: [claimant, partner]
+  output:
+    claimant_or_partner_esa_income: 5_000
+    housing_benefit_pension_age_regulations_apply: false
+
+- name: A younger partner's income-based JSA brings a pensioner under the working-age HB regulations
+  period: 2025
+  input:
+    people:
+      claimant:
+        age: 70
+        is_claimant_or_partner: true
+      partner:
+        age: 50
+        is_claimant_or_partner: true
+        jsa_income_reported: 4_000
+    benunits:
+      benunit:
+        members: [claimant, partner]
+        would_claim_uc: false
+    households:
+      household:
+        members: [claimant, partner]
+  output:
+    claimant_or_partner_jsa_income: 4_000
+    housing_benefit_pension_age_regulations_apply: false

policyengine_uk/tests/policy/baseline/finance/benefit/family/legacy_award_readers/mixed_age_couple_pension_credit_saving.yaml

@@ -0,0 +1,106 @@
+# SI 2019/37 arts 2(3) and 4: a mixed-age couple keeps Pension Credit while it
+# stays entitled to Pension Credit or to Housing Benefit under the pension-age
+# regulations (SI 2006/214). Those regulations do not apply where the claimant
+# ("he, or if he has a partner, his partner") is on Income Support,
+# income-based JSA or income-related ESA (reg 5(2)). The saving is inferred
+# from reported receipt. "other" is a member who is neither the claimant, the
+# partner nor a child or young person they are responsible for, so an award
+# they report is their own claim and leaves the couple's Housing Benefit under
+# the pension-age regulations. is_mixed_age_couple is entered so the cases
+# test the award reports alone. The older member, 75 in 2026, was born in 1951
+# and had reached the qualifying age by 14 May 2019.
+
+- name: Another member's income-related ESA leaves a mixed-age couple's Housing Benefit saving in place
+  period: 2026
+  input:
+    people:
+      older:
+        age: 75
+        is_claimant_or_partner: true
+        housing_benefit_reported: 3_000
+      younger:
+        age: 60
+        is_claimant_or_partner: true
+      other:
+        age: 30
+        is_claimant_or_partner: false
+        current_education: NOT_IN_EDUCATION
+        esa_income_reported: 5_000
+    benunits:
+      benunit:
+        members: [older, younger, other]
+        is_mixed_age_couple: true
+    households:
+      household:
+        members: [older, younger, other]
+  output:
+    has_mixed_age_couple_pension_credit_saving: true
+
+- name: Another member's Income Support leaves a mixed-age couple's Housing Benefit saving in place
+  period: 2026
+  input:
+    people:
+      older:
+        age: 75
+        is_claimant_or_partner: true
+        housing_benefit_reported: 3_000
+      younger:
+        age: 60
+        is_claimant_or_partner: true
+      other:
+        age: 30
+        is_claimant_or_partner: false
+        current_education: NOT_IN_EDUCATION
+        income_support_reported: 4_000
+    benunits:
+      benunit:
+        members: [older, younger, other]
+        is_mixed_age_couple: true
+    households:
+      household:
+        members: [older, younger, other]
+  output:
+    has_mixed_age_couple_pension_credit_saving: true
+
+- name: The younger partner's income-related ESA puts the couple under the working-age regulations, so no saving
+  period: 2026
+  input:
+    people:
+      older:
+        age: 75
+        is_claimant_or_partner: true
+        housing_benefit_reported: 3_000
+      younger:
+        age: 60
+        is_claimant_or_partner: true
+        esa_income_reported: 5_000
+    benunits:
+      benunit:
+        members: [older, younger]
+        is_mixed_age_couple: true
+    households:
+      household:
+        members: [older, younger]
+  output:
+    has_mixed_age_couple_pension_credit_saving: false
+
+- name: A mixed-age couple reporting pension-age Housing Benefit and no income-related award keeps the saving
+  period: 2026
+  input:
+    people:
+      older:
+        age: 75
+        is_claimant_or_partner: true
+        housing_benefit_reported: 3_000
+      younger:
+        age: 60
+        is_claimant_or_partner: true
+    benunits:
+      benunit:
+        members: [older, younger]
+        is_mixed_age_couple: true
+    households:
+      household:
+        members: [older, younger]
+  output:
+    has_mixed_age_couple_pension_credit_saving: true