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…ducation condition UC Regs 2013 reg. 5(1)(a) and SPC Regs 2002 reg. 4A(1)(a) make a person who has reached 16 a qualifying young person up to the 1 September following their 16th birthday, whatever their education. The model encoded only the education route, so a 16-year-old outside education was not a UC or PC qualifying young person. is_before_first_september_following_16th_birthday places that date from the date of birth and counts the route for a year that starts (6 April) before it: every annual age of 16, and a 17-year-old born from 1 September to 6 October. Both QYP variables OR it with the education route, under the same age band and own-right benefits exclusion. Tests: YAML cases hand-computed from the regulations (flags, date edges, UC child element and work allowance, PC child addition), the property-test oracle, a calendar differential over every birth date in 2008-2011 and across years, and a grid test of sufficiency, monotonicity, exclusion and UC/PC agreement. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…-qyp-school-leaver-routes
…eavers Child Benefit (General) Regulations 2006 regs 4, 5 and 7 were not modelled: is_qualifying_young_person_for_child_benefit was reg. 3 (education or training) alone, so a 16-year-old who had left school was not a qualifying young person for Child Benefit, nor a young person for Housing Benefit, the legacy benefits or Council Tax Reduction (SSCBA 1992 s.142). - Reg. 4: until the 31 August after the 16th birthday, read from is_before_first_september_following_16th_birthday. - Reg. 5: the 20-week extension period for a 16- or 17-year-old not in remunerative work, from the new input is_in_child_benefit_extension_period. - Reg. 7: until the terminal date after leaving, from the new input is_before_child_benefit_terminal_date. - Reg. 7(3): no Child Benefit for a young person who qualifies through reg. 7 alone and works 24 hours or more a week (is_child_benefit_payable_for_person); they stay a qualifying young person. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…vers Child Tax Credit Regulations 2002 reg. 4 makes a person a qualifying young person from their 16th birthday until the 31 August that next follows, with no education condition, and reg. 5(3)(b) adds the 20 weeks after leaving for an under-18 registered for work or training. The model had only the education condition (reg. 5(3)(a), (ab)). - Reg. 4 reads is_before_first_september_following_16th_birthday. - Reg. 5(3)(b) reads the new input is_in_child_tax_credit_extension_period. - Reg. 5(4)(a): a young person who has left education or training and works 24 hours a week or more is not a qualifying young person through either. Tax credits ended on 5 April 2025, so this changes years to 2024-25. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…p-terminal-date-19
UC Regs 2013 reg. 5(1)(b) and SPC Regs 2002 reg. 4A(1)(b) keep a young person in education or training a qualifying young person up to, but not including, the 1 September following their 19th birthday. - Universal Credit read the date from an input that defaulted to false, so a 19-year-old at school was not a qualifying young person in a household calculation, while the microdata sets the input true for every 19-year-old in education. - Pension Credit did not model the date at all. Add is_before_first_september_following_19th_birthday, which counts a year that starts before the date, as the 16th-birthday fact does. is_before_universal_credit_qualifying_young_person_terminal_date now follows it unless set, and Pension Credit's new terminal date condition reads it. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
SPC Regs 2002 reg. 4A(5), Child Benefit (General) Regulations 2006 reg. 8(2)(a) and CTC Regs 2002 reg. 5(4)(c) each say a person receiving income support is not a qualifying young person. The own-right benefits input covers Universal Credit, Employment and Support Allowance and Jobseeker's Allowance, which is Universal Credit's list (reg. 5(5)). Add receives_income_support_in_own_right: the person's own reported Income Support while Income Support is in payment (to 2025-26), settable directly. It does not read the benefit unit's calculated award, which depends on who the family's young persons are. The three programmes' qualifying young person tests exclude it; Universal Credit's does not. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…school leaver A disabled 16-year-old outside education is now a young person until the 31 August after their 16th birthday (Child Benefit reg. 4; HB reg 19(1)), so HB reg 28(6) counts them. Keep the original point, that the disability age extension does not itself create young-person status, as a second case with the reg. 4 period ended. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Two property tests build a member who is outside every programme's family as a 16 to 19 year old not in education. At 16 that member is now a UC qualifying young person under reg 5(1)(a), so the family's UC gains a child element and the tests' premise no longer holds. Their generators now set is_before_first_september_following_16th_birthday false for that member. The test functions are unchanged, so Hypothesis draws the same examples. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…-qyp-school-leaver-routes Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…nefit reg. 4 period test_excluded_member_never_changes_is_eligibility adds a member aged 16 or over who is not in education, on the premise that they are not a qualifying young person. With reg. 4 a 16-year-old who has left education is one until the 31 August after their 16th birthday, so the generator now puts the member past that date, as #2279 does for the same reason in two other property tests. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…-routes Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…p-terminal-date-19 Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…xclusion Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
A mutation that opened the leaver routes to a student who fails the entry condition (reg. 5(3A)) passed every test: the grid fixed the entry age at 17. The grid now also draws a course begun at 19, with the date fact set directly, and asserts that such a student never qualifies. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
A mutation that read a 19th birthday on 1 September as its own "1 September following" was caught by the calendar property test only. Case 11 pins the edge in YAML too. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…o ctc-qyp-school-leaver-routes Brings in #2285's review round 2 head through the item 1 branch. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…to qyp-income-support-exclusion Brings in the item 2 grid fix and #2285's review round 2 head. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…ncome-support-exclusion Brings in the 1 September YAML case. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…date-of-birth tests - The route variable's docs now warn that setting it for some people gives everyone else false, and point to date_of_birth for placing one person. They also state that the rule departs from the 6 October reading that is_SP_age uses. - YAML: a 2025-26 case where the 16-year-old ranks first under the two-child limit and the youngest child loses the element (GBP 7,581.72), and a case mixing a person with date_of_birth and one without (both in the route). The second kills a mutant that reads the raw date_of_birth input instead of birth_day. - means_test_income_members.yaml: the 17-year-old case's name says why they are outside the route. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…e education Review round 1 of #2301: the formula took failing the non-advanced education test as having left education, so a 16-year-old in full-time advanced education working 24 hours a week lost the reg. 4 period. Reg. 5(4)(a) bars work only for a person "having ceased to receive full-time education or approved training", and full-time education at a school or college counts at any level (reg. 5(5)). Reg. 4(2) lifts the first condition only. The 20 weeks of reg. 5(3)(b) are for a person who has ceased. The property oracle had the same conflation and is fixed with it; the grid now draws a course begun at 19, as its comment says. YAML Cases 15 and 16 pin the advanced student. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…r 20 Review round 1 of #2300: setting the 19th-birthday fact for one person gave everyone else in the situation false (the default), so another 19-year-old student silently lost the Pension Credit and Universal Credit status. The formula gives true for everyone under 20 on 6 October, which is everyone the age limit lets be a qualifying young person, so true is now the default for the fact and for the two terminal-date variables that read it. A partial setting then leaves everyone else where the formula puts them. Tested from age alone for ages 0 to 25 and all months, and in a mixed household (property test and YAML Case 12). Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Review round 1 of #2302: receives_income_support_in_own_right stayed true under a reform that neutralizes income_support, so a young person's report still excluded them from the Pension Credit, Child Benefit and CTC qualifying young person status. It now also needs Income Support not to be neutralized, as is_on_income_support already does for another member's own claim. New test: the same student is excluded with Income Support and qualifies for all three once a reform removes it. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Case 3's parent, not set, now takes the default (true): harmless, since every reader is behind the qualifying young person age limit. The older child_qualifying_young_person.yaml case left its after-terminal-date person unset and relied on the old false default; it now sets the input explicitly. The docstrings now say the default is the formula's value under 20 and that older people are excluded before it is read. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Fixes #2385. Housing Benefit, Income Support, tax credit and Council Tax Reduction applicable income counted the family's own children's and young persons' income, tax, contributions and personal benefits too, an approximation each formula's comment called a follow-up. The law counts the claimant's and partner's alone: HB Regs 2006 reg 25(3) and IS Regs 1987 reg 23(2) say in terms that a child's or young person's income is not the claimant's; the tax credit income regulations (reg 3(1)) and every Council Tax Reduction scheme count the claimant or applicant and partner (SSI 2021/249 reg 36(2) says so in terms). The household head who applies alone for Council Tax Reduction keeps the treatment #2288 gave them. Tests: new YAML (three cases, each failing on main), a property test that a dependant's income never changes any of the seven income totals, and the Scottish CTR young-person tests updated to the rule. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…ent's means tests Review round 1 of #2299: a young person who qualifies through reg. 7 and works 24 hours stays a young person, so their earnings must not enter the parent's Housing Benefit, Income Support or Council Tax Reduction income. #2387, merged in here, makes that so; Case 11 now has £20,000 of earnings and asserts the three applicable incomes are nil. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Brings in main e01f2f5. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Fixes #2292
Stacked on #2299, #2301, #2300, #2387 and #2279. Do not merge before them. This PR edits the qualifying young person tests those PRs change. Until they merge, the diff here also shows their commits. This PR's own change:
git diff $(git merge-tree --write-tree origin/ctc-qyp-school-leaver-routes origin/qyp-terminal-date-19) origin/qyp-income-support-exclusionSummary
A young person who receives Income Support in their own right is not a qualifying young person (QYP) for Pension Credit, Child Benefit or Child Tax Credit. The model's own-right input,
receives_benefits_in_own_right, covers Universal Credit, Employment and Support Allowance and Jobseeker's Allowance, which is Universal Credit's list. Income support, which the other three programmes also name, did not end the status.Against its base (items 1, 2 and 6 merged, on
main4d80b29 with #2279), YAML cases run as plain simulations on both (scratch/probe_E_base_vs_branch.txt):child_minimum_guarantee_additionchild_benefit_entitlementCTC_child_elementThis is a follow-up from #2279 (its "Reg. 4A(5)'s income support exclusion is also missing").
The law
Change
receives_income_support_in_own_right(Person, year): the person's own reported Income Support (income_support_reportedabove zero) while Income Support is in payment (gov.dwp.income_support.active, true to 31 March 2026). A dataset or situation can set it directly. It is false once a reform removes Income Support (neutralizesincome_support), asis_on_income_supportalready treats another member's own claim; the review of this PR found the first version kept excluding the young person under such a reform.is_qualifying_young_person_for_pension_credit,..._for_child_benefitand..._for_child_tax_creditnow also require that it is false. It applies to every route, as each regulation's exclusion does.is_qualifying_young_person_for_universal_creditis unchanged.Why reported receipt and not the calculated award. The benefit unit's
income_supportis the claimant's award, and it depends on who the family's young persons are (lone-parent status and the child allowances read the Child Benefit QYP). Reading it here would be a cycle.is_on_income_supporthas that same dependency for claimants; for another member it reads their own report while Income Support is in payment, which is what the new variable does.Still not separated, and noted in the docstrings: Child Benefit reg. 8 also lists incapacity benefit and tax credits; CTC reg. 5(4)(c) lists only the income-related and income-based allowances, where the existing input also catches the contributory ones.
Invariants
Tests
test_qualifying_young_person_income_support_properties.py: invariants 1 to 4 over 512 combinations (8 ages, every education value, training, own-right benefits, the 16th-birthday fact), each run three ways, so 1,536 rows (input untouched, false, true), with a check that there is a status to lose; invariant 5 on Hypothesis-drawn ages, reported amounts and years from 2021 to 2028. A new test applies a reform that neutralizesincome_support: the same 17-year-old student reporting £3,000 is excluded from all three statuses with Income Support and qualifies for all three once it is removed.qualifying_young_person_income_support.yaml, seven cases hand-computed:Mutation checks, each applied alone in a copy of the branch (YAML cases and property tests that fail):
Run locally at c6c46e6:
policyengine-core teston the 198 YAML files that mention these programmes, 2,000 passed;pyteston the 76 Python test files that mention them is still running and will be added here.pyteston this PR's property file: 3 passed.ruff format --checkandruff checkonpolicyengine_uk: clean.Round 2 mutation at c6c46e6 (
mutation/prE_r2.txt): receipt that ignores a reform removing Income Support failstest_no_receipt_once_a_reform_removes_income_support.The full suites run in CI.
Microsimulation impact
Real runs on Enhanced FRS 2024-25 (uk-data 1.58.0, sha256
5ba399ea5ab9a6c7), one run each for 2024-25 to 2030-31, exact comparison of every record. Base: items 1, 2 and 6 merged (local merge 565b29c04, onmaine01f2f5 with #2279 and #2387). Branch: c6c46e6. Outputs:impact/prE_r2/.No record changes in any year. In 2024-25 and 2025-26, 60 records (about 36,000 weighted people) receive Income Support in their own right, and none is aged 16 to 19; no one aged 16 to 19 reports any Income Support (
impact/prE_r1/context.txt, on the earlier base). From 2026-27 Income Support is not in payment. The PR changes household calculations (the table at the top).Reproducer: policyengine_uk/tests/test_qualifying_young_person_income_support_properties.py::test_income_support_ends_three_statuses_and_not_universal_credit
axiom: SPC Regs 2002 reg 4A(5) TheAxiomFoundation/rulespec-uk#360 queued (its Case F and addendum cases A3 and A4 cover income support); Child Benefit (General) Regulations 2006 reg 8 TheAxiomFoundation/rulespec-uk#356 queued (addendum); CTC Regs 2002 reg 5(4)(c) TheAxiomFoundation/rulespec-uk#361 queued (addendum, Case J). Each states its blocker: the rows are in an unreleased ingest, axiom-corpus#765, and a billed encoder run needs approval.
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