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Regulation 40 (2)

SCHEDULE 9E+W+SSUMS TO BE DISREGARDED IN THE CALCULATION OF INCOME OTHER THAN EARNINGS

Modifications etc. (not altering text)

1.  Any amount paid by way of tax on income which is taken into account under regulation 40 (calculation of income other than earnings).E+W+S

Commencement Information

I1Sch. 9 para. 1 in force at 11.4.1988, see reg. 1

[F11A.  Any payment in respect of any travel of other expenses incurred, or to be incurred, by the claimant in respect of that claimant’s participation in [F2a scheme prescribed in regulation 3 of the Jobseeker's Allowance (Schemes for Assisting Persons to Obtain Employment) Regulations 2013] or the Mandatory Work Activity Scheme.]E+W+S

Textual Amendments

2.  Any payment in respect of any expenses incurred[F3, or to be incurred,] by a claimant who is—E+W+S

(a)engaged by a charitable or [F4voluntary organisation]; or

(b)a volunteer,

if he otherwise derives no remuneration or profit from the employment and is not to be treated as possessing any earnings under regulation 42 (6) (notional income).

Textual Amendments

Commencement Information

I2Sch. 9 para. 2 in force at 11.4.1988, see reg. 1

[F52A.  Any payment in respect of expenses arising out of the [F6claimant participating as a service user].]E+W+S

Textual Amendments

F5Sch. 9 para. 2A inserted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(a), 2(17)(a)

3.  In the case of employment as an employed earner, any payment in respect of expenses wholly, exclusively and necessarily incurred in the performance of the duties of the employment.E+W+S

Commencement Information

I3Sch. 9 para. 3 in force at 11.4.1988, see reg. 1

4.  In the case of a payment [F7under Parts 11 to] [F812ZB [F9or under Part 12ZD] of the Contributions and Benefits Act] or any remuneration paid by or on behalf of an employer to the claimant who for the time being is unable to work due to illness or maternity [F10or who is taking paternity leave [F11, adoption leave [F12, shared parental leave or parental bereavement leave]]]—E+W+S

(a)any amount deducted by way of primary Class 1 contributions under the Social Security Act;

(b)one-half of any sum paid by the claimant by way of a contribution towards an occupational or personal pension scheme.

Textual Amendments

Commencement Information

I4Sch. 9 para. 4 in force at 11.4.1988, see reg. 1

[F134A.  In the case of the payment of statutory sick pay under Part II of the Social Security (Northern Ireland) Order 1982 [F14, statutory maternity pay under Part XII of the Social Security Contributions and Benefits (Northern Ireland) Act 1992 or a payment under any enactment having effect in Northern Ireland corresponding to a payment of F15[F16... statutory paternity pay] [F17, statutory adoption pay or statutory shared parental pay]] —E+W+S

(a)any amount deducted by way of primary Class 1 contributions under the Social Security (Northern Ireland) Act 1975;

(b)one-half of any sum paid by way of a contribution towards an occupational or personal pension scheme.]

Textual Amendments

[F185.  Any housing benefit to which the claimant is entitled.]E+W+S

Textual Amendments

[F195A.  Any guardian’s allowance.]E+W+S

Textual Amendments

F19Sch. 9 para. 5A inserted (for specified purposes and with effect in accordance with reg. 1(5)(a) of the amending S.I.) by The Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) Regulations 2003 (S.I. 2003/455), Sch. 1 para. 23(a)

[F205B.  –E+W+S

(1) Any child tax credit.

(2) Any child benefit.]

[F21(3) Any increase in respect of a dependent child or dependent young person under section 80 or 90 of the Contributions and Benefits Act where—

(a)the claimant has a child or young person who is a member of the claimant’s family for the purposes of the claimant’s claim for income support, and

(b)the claimant, or that claimant’s partner, has been awarded a child tax credit.]

Textual Amendments

F20Sch. 9 para. 5B inserted (for specified purposes and with effect in accordance with reg. 1(2-(5) of the amending S.I.) by The Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) Regulations 2003 (S.I. 2003/455), Sch. 1 para. 23(b)

F21Sch. 9 para. 5B(3) added (for specified purposes and with effect in accordance with reg. 1(3) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2010 (S.I. 2010/2429), reg. 2(3)(a)

[F225C.—(1) £1.20 in relation to each week in which child benefit is payable to the claimant at the enhanced rate in respect of a child or qualifying young person for whom the claimant is treated as responsible.E+W+S

(2) 65 pence in relation to each week in which child benefit is payable to the claimant other than at the enhanced rate in respect of a child or qualifying young person for whom the claimant is treated as responsible (and if there is more than one, 65 pence in relation to each such child or young person).

(3) This paragraph does not apply to a claimant in relation to whom regulation 2 of, and Schedule 1 to, the Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) Regulations 2003 have effect.

(4) In this paragraph—

“child” and “qualifying young person” have the meanings given in section 142 of the Contributions and Benefits Act;

“treated as responsible” is to be construed in accordance with section 143 of that Act;

“the enhanced rate” has the meaning given in regulation 2(1)(a) of the Child Benefit (Rates) Regulations 2006.]

Textual Amendments

6.  [F23The] [F24mobility component of disability living allowance] [F25[F26,] the mobility component of personal independence payment] [F27or the mobility component of adult disability payment].E+W+S

Textual Amendments

Commencement Information

I5Sch. 9 para. 6 in force at 11.4.1988, see reg. 1

7.  Any concessionary payment made to compensate for the non-payment of—E+W+S

(a)any payment specified in [F28paragraph 6 [F29or 9]];

[F30(b)income support;

(c)an income-based jobseeker’s allowance; F31...

(d)an income-related employment and support allowance][F32; or

(e)universal credit.]

Textual Amendments

F29Words in Sch. 9 para. 7(a) substituted (coming into force in accordance with reg. 1(2)(3) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 1998 (S.I. 1998/563), regs. 1(2), 15(1)(a)

F30Sch. 9 paras. 7(b)-(d) substituted for Sch. 9 para. 7(b) (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(2), 2(7)(c)

Commencement Information

I6Sch. 9 para. 7 in force at 11.4.1988, see reg. 1

8.  Any mobility supplement or any payment intended to compensate for the non-payment of such a supplement.E+W+S

Commencement Information

I7Sch. 9 para. 8 in force at 11.4.1988, see reg. 1

[F339.  Any attendance allowance [F34, the care component of disability living allowance [F35,] the daily living component of personal independence payment] [F36or the daily living component of adult disability payment] F37....]E+W+S

Textual Amendments

F389A.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

F38Sch. 9 para. 9A omitted (with effect in accordance with reg. 1(2) of the amending S.I.) by virtue of The Income-related Benefits Schemes (Miscellaneous Amendments) (No. 4) Regulations 1993 (S.I. 1993/2119), regs. 1(1)(a), 23(2)

10.  Any payment to the claimant as holder of the Victoria Cross or George Cross or any analogous payment.E+W+S

Commencement Information

I8Sch. 9 para. 10 in force at 11.4.1988, see reg. 1

[F3911.—(1) Any payment—E+W+S

(a)by way of an education maintenance allowance made pursuant to—

(i)regulations made under section 518 of the Education Act 1996;

(ii)regulations made under section 49 or 73(f) of the Education (Scotland) Act 1980;

[F40(iii)directions made under section 73ZA of the Education (Scotland) Act 1980 and paid under section 12(2)(c) of the Further and Higher Education (Scotland) Act 1992; F41...]

(b)corresponding to such an education maintenance allowance, made pursuant to—

(i)section 14 or section 181 of the Education Act 2002; or

(ii)regulations made under section 181 of that Act[F42; or

(c)in England, by way of financial assistance made pursuant to section 14 of the Education Act 2002.]

(2) Any payment, other than a payment to which sub-paragraph (1) applies, made pursuant to—

(a)regulations made under section 518 of the Education Act 1996;

(b)regulations made under section 49 of the Education (Scotland) Act 1980; or

[F43(c)directions made under section 73ZA of the Education (Scotland) Act 1980 and paid under section 12(2)(c) of the Further and Higher Education (Scotland) Act 1992,]

in respect of a course of study attended by a child or a young person or a person who is in receipt of an education maintenance allowance [F44or other payment] made pursuant to any provision specified in sub-paragraph (1).]

Textual Amendments

F39Sch. 9 para. 11 substituted (coming into force in accordance with reg. 1(1)(b)(i)(ii) of the amending S.I.) by The Social Security (Students and Income-related Benefits) Amendment Regulations 2004 (S.I. 2004/1708), regs. 1(1)(b), 5(2)

[F4511A.  Any payment made to the claimant by way of a repayment under regulation 11(2) of the Education (Teacher Student Loans) (Repayment etc) Regulations 2002.]E+W+S

Textual Amendments

F4612.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

[F4713.—(1) Any payment made pursuant to section 2 of the Employment and Training Act 1973 (functions of the Secretary of State) or section 2 of the Enterprise and New Towns (Scotland) Act 1990 (functions in relation to training for employment etc.) except a payment—E+W+S

(a)made as a substitute for income support, a jobseeker’s allowance, incapacity benefit [F48, severe disablement allowance or an employment and support allowance];

(b)of an allowance referred to in section 2(3) of the Employment and Training Act 1973 or section 2(5) of the Enterprise and New Towns (Scotland) Act 1990;

(c)intended to meet the cost of living expenses which relate to any one or more of the items specified in sub-paragraph (2) whilst a claimant is participating in an education, training or other scheme to help him enhance his employment prospects unless the payment is a Career Development Loan paid pursuant to section 2 of the Employment and Training Act 1973 and the period of education or training or the scheme, which is supported by that loan, has been completed; or

(d)made in respect of the cost of living away from home to the extent that the payment relates to rent for which housing benefit is payable in respect of accommodation which is not normally occupied by the claimant as his home.

(2) The items specified in this sub-paragraph for the purposes of sub-paragraph (1)(c) are food, ordinary clothing or footwear, household fuel, rent for which housing benefit is payable, or any housing costs to the extent that they are met under regulation 17(1)(e) or 18(1)(f) (housing costs), of the claimant or, where the claimant is a member of a family, any other member of his family, or any council tax or water charges for which that claimant or member is liable.

(3) For the purposes of this paragraph, “ordinary clothing or footwear” means clothing or footwear for normal daily use, but does not include school uniforms, or clothing or footwear used solely for sporting activities.]

Textual Amendments

F4914.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

[F5015.—[F51(1) Subject to sub-paragraph (3) and paragraph 39, any relevant payment made or due to be made at regular intervals.]E+W+S

F52(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(3) [F53Sub-paragraph (1)] shall not apply—

(a)to a payment which is made by a person for the maintenance of any member of his family or of his former partner or of his children;

(b)in the case of a person to whom section 23 of the Act (trade disputes) applies or in respect of whom section 20(3) of the Act (conditions of entitlement to income support) has effect as modified by section 23A(b) of the Act (effect of return to work).

F52(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

F52(5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .]

[F54(5A) In this paragraph, “relevant payment” means—

(a)a charitable payment;

(b)a voluntary payment;

(c)a payment (not falling within sub-paragraph (a) or (b) above) from a trust whose funds are derived from a payment made in consequence of any personal injury to the claimant;

(d)a payment under an annuity purchased—

(i)pursuant to any agreement or court order to make payments to the claimant; or

(ii)from funds derived from a payment made,

in consequence of any personal injury to the claimant; or

(e)a payment (not falling within sub-paragraphs (a) to (d) above) received by virtue of any agreement or court order to make payments to the claimant in consequence of any personal injury to the claimant.]

F55(6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

F50Sch. 9 para. 15 substituted (with effect in accordance with reg. 1(2)(3) of the amending S.I.) by The Income Support (General) Amendment Regulations 1990 (S.I. 1990/547), regs. 1(1)(b), 22(a)

F51Sch. 9 para. 15(1) substituted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 5(10)(a)(i)

F52Sch. 9 para. 15(2)(4)(5) omitted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by virtue of The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 5(10)(a)(iii)

F53Words in Sch. 9 para. 15(3) substituted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 5(10)(a)(ii)

Commencement Information

I9Sch. 9 para. 15 in force at 11.4.1988, see reg. 1

F5615A.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

F56Sch. 9 para. 15A omitted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by virtue of The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 5(10)(b)

F5715B.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

[F5816.  Subject to paragraphs 36 and 37, £10 of any of the following, namely—E+W+S

(a)a war disablement pension (except insofar as such a pension falls to be disregarded under paragraph 8 or 9);

(b)a war widow’s pension [F59or war widower’s pension];

(c)a pension payable to a person as a [F60widow, widower or surviving civil partner] under F61... any power of Her Majesty otherwise than under an enactment to make provision about pensions for or in respect of persons who have been disabled or have died in consequence of service as members of the armed forces of the Crown;

[F62(cc)a guaranteed income payment [F63and, if the amount of that payment has been abated to less than £10 by a [F64pension or payment falling within article 31(1)(a) or (b) of the Armed Forces and Reserve Forces (Compensation Scheme) Order 2005], so much of [F65that pension or payment] as would not, in aggregate with [F66any] amount of the guaranteed income payment disregarded, exceed £10];]

(d)a payment made to compensate for the non-payment of such a pension [F67or payment] as is mentioned in any of the preceding sub-paragraphs;

(e)a pension paid by the government of a country outside Great Britain which is analogous to any of the [F68pensions or payments mentioned in sub-paragraphs (a) to (cc) above]];

[F69(f)a pension paid by a government to victims of National Socialist persecution;]

[F70(g)any widowed mother’s allowance paid pursuant to section 37 of the Contributions and Benefits Act;

(h)any widowed parent’s allowance paid pursuant to section 39A of the Contributions and Benefits Act.]

Textual Amendments

F63Words in Sch. 9 para. 16(cc) inserted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 7) Regulations 2008 (S.I. 2008/3157), regs. 1(2), 2(7)(e)(ii)

F64Words in Sch. 9 para. 16(cc) substituted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(a), 2(17)(b)(i)

F65Words in Sch. 9 para. 16(cc) substituted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(a), 2(17)(b)(ii)

F66Word in Sch. 9 para. 16(cc) substituted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(a), 2(17)(b)(iii)

17.  Where a claimant receives income under an annuity purchased with a loan which satisfies the following conditions—E+W+S

(a)that the loan was made as part of a scheme under which not less than 90 per cent of the proceeds of the loan were applied to the purchase by the person to whom it was made of an annuity ending with his life or with the life of the survivor of two or more persons (in this paragraph referred to as “the annuitants”) who include the person to whom the loan was made;

(b)that the interest on the loan is payable by the person to whom it was made or by one of the annuitants;

(c)that at the time the loan was made the person to whom it was made or each of the annuitants had attained the age of 65 [F71or, if it was higher at that time, pensionable age];

(d)that the loan was secured on a dwelling in Great Britain and the person to whom the loan was made or one of the annuitants owns an estate or interest in that dwelling; and

(e)that the person to whom the loan was made or one of the annuitants occupies the accommodation on which it was secured as his home at the time the interest is paid,

the amount, calculated on a weekly basis equal to—

[F72(i)where, or insofar as, section 369 of the Income and Corporation Taxes Act 1988 (mortgage interest payable under deduction of tax) applies to the payments of interest on the loan, the interest which is payable after deduction of a sum equal to income tax on such payments at the applicable percentage of income tax within the meaning of section 369(1A) of that Act;]

(ii)in any other case the interest which is payable on the loan without deduction of such a sum.

Textual Amendments

F72Sch. 9 para. 17(i) substituted (with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits Schemes (Miscellaneous Amendments) (No.5) Regulations 1994 (S.I. 1994/2139), regs. 1(1)(a), 32(2)

Commencement Information

I10Sch. 9 para. 17 in force at 11.4.1988, see reg. 1

[F7318.  Any payment made to the claimant by a person who normally resides with the claimant, which is a contribution towards that person’s living and accommodation costs, except where that person is residing with the claimant in circumstances to which paragraph 19 or 20 refers.]E+W+S

Textual Amendments

[F7419.  Where the claimant occupies a dwelling as his home and the dwelling is also occupied by [F75another person] and there is a contractual liability to make payments to the claimant in respect of the occupation of the dwelling by that person or a member of his family—E+W+S

[F76(a)where the aggregate of any payments made in respect of any one week in respect of the occupation of the dwelling by that person or a member of his family, or by that person and a member of his family, is less than £20, the whole of that amount; or

(b)where the aggregate of any such payments is £20 or more per week, £20.]]

Textual Amendments

F74Sch. 9 para. 19 substituted (with effect in accordance with reg. 1(3) of the amending S.I.) by The Income-related Benefits Schemes (Miscellaneous Amendments) Regulations 1994 (S.I. 1994/527), regs. 1(1)(b), 9(3)

F76Sch. 9 para. 19(a)(b) substituted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 5) Regulations 2007 (S.I. 2007/2618), regs. 1(2), 5(12)

Commencement Information

I11Sch. 9 para. 19 in force at 11.4.1988, see reg. 1

[F7720.  Where the claimant occupies a dwelling as his home and he provides in that dwelling board and lodging accommodation, an amount, in respect of each person for whom such accommodation is provided for the whole or any part of a week, equal to—E+W+S

(a)where the aggregate of any payments made in respect of any one week in respect of such accommodation provided to such person does not exceed £20.00, 100% of such payments; or

(b)where the aggregate of any such payments exceeds £20.00, £20.00 and 50% of the excess over £20.00.]

Textual Amendments

F77Sch. 9 para. 20 substituted (with effect in accordance with reg. 1(3) of the amending S.I.) by The Income-related Benefits Schemes (Miscellaneous Amendments) Regulations 1994 (S.I. 1994/527), regs. 1(1)(b), 9(4)

Commencement Information

I12Sch. 9 para. 20 in force at 11.4.1988, see reg. 1

[F7821.—(1) [F79Subject to sub-paragraphs (2) and (3)], except where [F80regulation 40(4)(b) (provision of support under section 95 or 98 of the Immigration and Asylum Act including support provided by virtue of regulations made under Schedule 9 to that Act in the calculation of income other than earnings) or] regulation 42(4)(a)(i) (notional income) applies or in the case of a person to whom section 23 of the Act (trade disputes) applies, any income in kind;

(2) The exception under sub-paragraph (1) shall not apply where the income in kind [F81is a Grenfell Tower payment [F82, a child abuse payment or a Windrush payment] or] is received from the Macfarlane Trust [F83, the Macfarlane (Special Payments) Trust] [F84, the Macfarlane (Special Payments) (No. 2) Trust] [F85, the Fund] [F86, the Eileen Trust] [F87, MFET Limited] [F88, the Skipton Fund, the Caxton Foundation] [F89, the Scottish Infected Blood Support Scheme] [F90, an approved blood scheme] [F91, the London Emergencies Trust, the We Love Manchester Emergency Fund] [F92, the National Emergencies Trust] [F93or [F94the Independent Living [F95Fund (2006)]]].]

[F96(3) The first exception under sub-paragraph (1) shall not apply where the claimant is the partner of a person subject to immigration control and whose partner is receiving support provided under section 95 or 98 of the Immigration and Asylum Act including support provided by virtue of regulations made under Schedule 9 to that Act and the income in kind is support provided in respect of essential living needs of the partner of the claimant and his dependants (if any) as is specified in regulations made under paragraph 3 of Schedule 8 to the Immigration and Asylum Act.]

[F97(4) The reference in sub-paragraph (1) to “income in kind” does not include a payment to a third party made in respect of the claimant which is used by the third party to provide benefits in kind to the claimant.]

Textual Amendments

Commencement Information

I13Sch. 9 para. 21 in force at 11.4.1988, see reg. 1

22.—(1) Any income derived from capital to which the claimant is or is treated under regulation 52 (capital jointly held) as beneficially entitled but, subject to sub-paragraph (2), not income derived from capital disregarded under paragraph 1, 2, 4, 6 [F9812 or 25 to 28] of Schedule 10.E+W+S

(2) Income derived from capital disregarded under paragraph 2 [F994 or 25 to 28] of Schedule 10 but [F100only to the extent of—

(a)any mortgage repayments made in respect of the dwelling or premises in the period during which that income accrued; or

(b)any council tax or water charges which the claimant is liable to pay in respect of the dwelling or premises and which are paid in the period during which that income accrued.]

[F101(3) The definition of “water charges” in regulation 2(1) shall apply to sub-paragraph (2) with the omission of the words “in so far as such charges are in respect of the dwelling which a person occupies as his home”.]

Textual Amendments

F100Words in Sch. 9 para. 22(2) substituted (with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits Schemes (Miscellaneous Amendments) Regulations 1993 (S.I. 1993/315), regs. 1(1)(b)(c), 9(2)

F101Sch. 9 para. 22(3) added (with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits Schemes (Miscellaneous Amendments) Regulations 1993 (S.I. 1993/315), regs. 1(1)(b)(c), 9(3)

Commencement Information

I14Sch. 9 para. 22 in force at 11.4.1988, see reg. 1

23.  Any income which is payable in a country outside the United Kingdom for such period during which there is prohibition against the transfer to the United Kingdom of that income.E+W+S

Commencement Information

I15Sch. 9 para. 23 in force at 11.4.1988, see reg. 1

24.  Where a payment of income is made in a currency other than sterling, any banking charge or commission payable in converting that payment into sterling.E+W+S

Commencement Information

I16Sch. 9 para. 24 in force at 11.4.1988, see reg. 1

25.—(1) Any payment made to the claimant in respect of a child or young person who is a member of his family—E+W+S

[F102(a)[F103pursuant to regulations under section 2(6)(b), 3 or 4 of the Adoption and Children Act 2002 or in accordance] with a scheme approved by the [F104Scottish Ministers under section 51A] of the Adoption (Scotland) Act 1978 (schemes for payment of allowances to adopters) [F105or in accordance with an adoption allowance scheme made under section 71 of the Adoption and Children (Scotland) Act 2007 (adoption allowances schemes)];]

[F106(b)F107. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

[F108(ba)which is a payment made by a local authority in Scotland in pursuance of section 50 of the Children Act 1975 (payments towards maintenance of children);]

(c)which is a payment made by a local authority in pursuance of section 15(1) of, and paragraph 15 of Schedule 1 to, the Children Act 1989 (local authority contribution to a child’s maintenance where the child is living with a person as a result of a [F109child arrangements] order);

(d)which is a payment made by an authority, as defined in Article 2 of the Children Order, in pursuance of Article 15 of, and paragraph 17 of Schedule 1 to, that Order (contribution by an authority to child’s maintenance);]

[F110(e)in accordance with regulations made pursuant to section 14F of the Children Act 1989 (special guardianship support services);]

[F111to the extent specified in sub-paragraph (2)].

[F112(1A) Any payment, other than a payment to which sub-paragraph (1)(a) applies, made to the claimant pursuant to regulations under section 2(6)(b), 3 or 4 of the Adoption and Children Act 2002.]

(2) [F113In the case of a child or young person—

(a)to whom regulation 44 (5) (capital in excess of £3,000) applies, the whole payment;

(b)to whom that regulation does not apply, so much of the weekly amount of the payment as exceeds the applicable amount in respect of that child or young person and where applicable to him any amount by way of a disabled child premium.]

Textual Amendments

F102Sch. 9 para. 25(1)(a) substituted (with effect in accordance with reg. 1(2) of the amending S.I.) by The Income Support (General) Amendment Regulations 1992 (S.I. 1992/468), reg. 1(1), Sch. para. 9(a), (with Sch. para. 11)

F106Sch. 9 para. 25(1)(b)(c)(d) substituted for Sch. 9 para. 25(1)(b) (coming into force in accordance with reg. 1(2)(3) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 1998 (S.I. 1998/563), regs. 1(2), 15(2)

F108Sch. 9 para. 25(1)(ba) inserted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(2)(a), 2(17)(c)

F111Words in Sch. 9 para. 25(1) omitted (for specified purposes and with effect in accordance with reg. 1(2)-(5) of the amending S.I.) by virtue of The Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) Regulations 2003 (S.I. 2003/455), Sch. 1 para. 23(c)

F113Sch. 9 para. 25(2) omitted (for specified purposes and with effect in accordance with reg. 1(2)-(5) of the amending S.I.) by virtue of The Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) Regulations 2003 (S.I. 2003/455), Sch. 1 para. 23(c)

Commencement Information

I17Sch. 9 para. 25 in force at 11.4.1988, see reg. 1

[F11425A.  In the case of a claimant who has a child or young person–E+W+S

(a)who is a member of his family, and

(b)who is residing at an educational establishment at which he is receiving relevant education,

any payment made to that educational establishment, in respect of that child or young person’s maintenance by or on behalf of a person who is not a member of the family or by a member of the family out of funds contributed for that purpose by a person who is not a member of the family.]

Textual Amendments

F114Sch. 9 para. 25A inserted (for specified purposes and with effect in accordance with reg. 1(2-(5) of the amending S.I.) by The Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) Regulations 2003 (S.I. 2003/455), Sch. 1 para. 23(d)

[F11526.  Any payment made to the claimant with whom a person is accommodated by virtue of arrangements made—E+W+S

(a)by a local authority under—

[F116(i)section 22C(2) of the Children Act 1989 (ways in which looked after children are to be accommodated and maintained),]

[F117(ia)section 81(2) of the Social Services and Well-being (Wales) Act 2014 (ways in which looked after children are to be accommodated and maintained),]

(ii)section 26 of the Children (Scotland) Act 1995 (manner of provision of accommodation to child looked after by local authority), or

(iii)regulations 33 or 51 of the Looked After Children (Scotland) Regulations 2009 (fostering and kinship care allowances and fostering allowances); or

(b)by a voluntary organisation under section 59(1)(a) of the Children Act 1989 (provision of accommodation by voluntary organisations).]

Textual Amendments

Commencement Information

I18Sch. 9 para. 26 in force at 11.4.1988, see reg. 1

[F11827.  Any payment made to the claimant or his partner for a person (“the person concerned"), who is not normally a member of the claimant’s household but is temporarily in his care, by—E+W+S

(a)a health authority;

(b)a local authority [F119but excluding payments of housing benefit made in respect of the person concerned];

(c)a voluntary organisation; or

(d)the person concerned pursuant to section 26(3A) of the National Assistance Act 1948;] F120 ...

[F121(dza)the person concerned where the payment is for the provision of accommodation in respect of the meeting of that person’s needs under section 18 or 19 of the Care Act 2014 (duty and power to meet needs for care and support);]

[F122(dzb)the person concerned where the payment is for the provision of accommodation to meet that person’s needs for care and support under section 35 or 36 of the Social Services and Well-being (Wales) Act 2014 (duty and power to meet care and support needs of an adult);]

[F123(da)[F124an integrated care board] established under section 14D of the National Health Service Act 2006;]

[F123(db)[F125NHS England]; or]

F126(e). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

[F127(f)a Local Health Board established under section 16BA of the National Health Service Act 1977 or established by an order made under section 11 of the Health Service (Wales) Act.]

Textual Amendments

F118Sch. 9 para. 27 substituted (coming into force in accordance with reg. 1(2)(3) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 1998 (S.I. 1998/563), regs. 1(2), 7(3)(4)(e)

[F12827A.  Any payment made to a claimant under section 73(1)(b) of the Children and Young People (Scotland) Act 2014 (kinship care assistance).]E+W+S

Textual Amendments

[F12928.—(1) Any payment made by a local authority in accordance with—E+W+S

(a)section 17, 23B, 23C or 24A of the Children Act 1989,

(b)section 12 of the Social Work (Scotland) Act 1968, F130...

(c)section [F13122,] [F13226A, 29] or 30 of the Children (Scotland) Act [F1331995, or

(d)the following sections of the Social Services and Well-being (Wales) Act 2014—

(aa)section 37 or 38, but excluding any direct payment made in accordance with regulations made under section 51 of that Act, or

(bb)section 109, 110, 114 or 115.]

(2) Any payment (or part of a payment) made by a local authority in accordance with section 23C of the Children Act 1989 or section [F13422 or] [F135, 26A or 29 of the Children (Scotland) Act 1995 (local authorities’ duty to promote welfare of children, duty to provide continuing care and provision of advice and assistance for certain young persons)] to a person (“A”) which A passes on to the claimant.

(3) Sub-paragraphs (1) and (2) are subject to the following provisions.

(4) Neither of those sub-paragraphs applies where the claimant is a person—

(a)to whom section 126 of the Contributions and Benefits Act (trade disputes) applies, or

(b)in respect of whom section 124(1) of the Contributions and Benefits Act (conditions of entitlement to income support) has effect as modified by section 127 of that Act (effect of return to work).

(5) Sub-paragraph (2) applies only where A—

(a)was formerly in the claimant’s care, and

[F136(b)is aged 18 or over or, in the case of a payment or part of a payment made in accordance with section 26A of the Children (Scotland) Act 1995, aged 16 or over, and]

(c)continues to live with the claimant.]

Textual Amendments

F129Sch. 9 para. 28 substituted (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Social Security (Miscellaneous Amendments) Regulations 2008 (S.I. 2008/698), reg. 2(14)(b)

[F13729.  Any payment received under an insurance policy taken out to insure against the risk of being unable to maintain repayments on a loan which qualifies under Part 1 of Schedule 1 to the Loans for Mortgage Interest Regulations 2017 (legacy benefit claimants and SPC claimants) and used to meet such repayments.]E+W+S

Textual Amendments

[F13830.—(1) Except where paragraph 29 [F139or 30ZA] applies, and subject to sub-paragraph (2), any payment made to the claimant which is intended to be used and is used as a contribution towards—E+W+S

(a)any payment due on a loan if secured on the dwelling occupied as the home which does not qualify [F140under Part 1 of Schedule 1 to the Loans for Mortgage Interest Regulations];

[F141(b)any charge which qualifies in accordance with paragraph 17 of Schedule 3 (housing costs) to these Regulations or any interest payment on a loan which qualifies under Part 1 of Schedule 1 to the Loans for Mortgage Interest Regulations, to the extent that the charge or payment is not met under these Regulations or by loan payments (as the case may be);]

(c)any payment due on a loan which qualifies [F142under Part 1 of Schedule 1 to the Loans for Mortgage Interest Regulations] attributable to the payment or capital;

(d)any amount due by way of premiums on—

(i)[F143an insurance policy taken out to insure against the risk of being unable to make the payments referred to in (a) to (c) above;] or

(ii)a policy of insurance taken out to insure against loss or damage to any building or part of a building which is occupied by the claimant as his home.

(e)his rent in respect of the dwelling occupied by him as his home but only to the extent that it is not met by housing benefit; or his accommodation charge but only to the extent that the actual charge [F144exceeds] the amount payable by a local authority in accordance with Part III of the National Assistance Act 1948 [F145or Part 1 of the Care Act 2014 (care and support)] [F146or Part 4 of the Social Services and Well-being (Wales) Act 2014 (meeting needs) other than any direct payment made in accordance with regulations made under section 50 or 52 of that Act].

(2) This paragraph shall not apply to any payment which is treated as possessed by the claimant by virtue of regulation 42(4)(a)(ii) (notional income).]

[F147(3) In this paragraph—

(a)“Loans for Mortgage Interest Regulations” means the Loans for Mortgage Interest Regulations 2017;

(b)“loan payments” has the meaning given in the Loans for Mortgage Interest Regulations.]

Textual Amendments

[F14830ZA.—(1) Subject to sub-paragraph (2), any payment received under an insurance policy, other than an insurance policy referred to in paragraph 29, taken out to insure against the risk of being unable to maintain repayments under a regulated agreement as defined for the purposes of the Consumer Credit Act 1974 or under a hire-purchase agreement or a conditional sale agreement as defined for the purposes of Part III of the Hire-Purchase Act 1964.E+W+S

(2) A payment referred to in sub-paragraph (1) shall only be disregarded to the extent that the payment received under that policy does not exceed the amounts, calculated on a weekly basis, which are used to—

(a)maintain the repayments referred to in sub-paragraph (1); and

(b)meet any amount due by way of premiums on that policy.]

Textual Amendments

[F14930A.—(1) Subject to sub-paragraphs (2) and (3), in the case of a claimant [F150residing in a care home, an Abbeyfield Home or an independent hospital], any payment, [F151except a charitable or voluntary payment disregarded under paragraph 15] F152..., made to the claimant which is intended to be used and is used to meet the cost of maintaining the claimant in that home [F153or hospital].E+W+S

(2) This paragraph shall not apply to a claimant for whom accommodation in a [F154care home, an Abbeyfield Home or an independent hospital] is provided by

[F155(a)]a local authority under section 26 of the National Assistance Act 1948F156.... [F157or

(b)a person other than a local authority under arrangements made with the person by a local authority in the exercise of the local authority’s functions under section 18 or 19 of the Care Act 2014 (duty and power to meet needs for care and support)] [F158or under section 35 or 36 of the Social Services and Well-being (Wales) Act 2014 (duty and power to meet care and support needs of an adult).]

(3) The amount to be disregarded under this paragraph shall not exceed the difference between—

[F159(a)the claimant’s applicable amount; and]

(b)the weekly charge for the accommodation.]

Textual Amendments

F149Sch. 9 para. 30A added (with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits Schemes (Miscellaneous Amendments) (No. 4) Regulations 1993 (S.I. 1993/2119), regs. 1(1)(a), 23(6)

F152Words in Sch. 9 para. 30A omitted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by virtue of The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 5(10)(d)

[F16031.  Any social fund payment made pursuant to [F161Part 8 of the Contributions and Benefits Act].]E+W+S

Textual Amendments

Commencement Information

I19Sch. 9 para. 31 in force at 11.4.1988, see reg. 1

[F16231A.  Any local welfare provision.]E+W+S

Textual Amendments

32.  Any payment of income which under regulation 48 (income treated as capital) is to be treated as capital.E+W+S

Commencement Information

I20Sch. 9 para. 32 in force at 11.4.1988, see reg. 1

33.  Any payment under [F163Part 10 of the Contributions and Benefits Act] (pensioner's Christmas bonus).E+W+S

Textual Amendments

Commencement Information

I21Sch. 9 para. 33 in force at 11.4.1988, see reg. 1

34.  In the case of a person to whom section 23 of the Act (trade disputes) applies and for so long as it applies, any payment up to the amount of the relevant sum within the meaning of subsection 6 of that section made by a trade union; but, notwithstanding regulation 23 (calculation of income and capital of members of claimant's family and of a polyamous marriage) if this paragraph applies to a claimant it shall not apply to his partner except where, and to the extent that, the amount to be disregarded under this paragraph is less than the relevant sum.E+W+S

Commencement Information

I22Sch. 9 para. 34 in force at 11.4.1988, see reg. 1

35.  Any payment which is due to be paid before the date of claim which would otherwise fall to be taken into account in the same benefit week as a payment of the same kind and from the same source.E+W+S

Commencement Information

I23Sch. 9 para. 35 in force at 11.4.1988, see reg. 1

36.  The total of a claimant's income or, if he is a member of a family, the family's income and the income of any person which he is treated as possessing under regulation 23 (3) (calculation of income and capital of members of claimant's family and of a polygamous marriage) to be disregarded under regulation 63 (2) (b) and 64 (1) (c) (calculation of covenant income where a contribution assessed)[F164, regulation 66A(2) (treatment of student loans)[F165, regulation 66B(3) (treatment of payments from access funds)]] and [F166paragraph 16] shall in no case exceed [F167£20] per week.E+W+S

Textual Amendments

F165Words in Sch. 9 para. 36 inserted (for specified purposes and with effect in accordance with reg. 1(b)(i)(ii) of the amending S.I.) by The Social Security Amendment (Students and Income-related Benefits) Regulations 2000 (S.I. 2000/1922), regs. 1, 2(9)

F166Words in Sch. 9 para. 36 substituted (for specified purposes and with effect in accordance with reg. 1(4) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2006 (S.I. 2006/2378), reg. 5(10)(e)

Commencement Information

I24Sch. 9 para. 36 in force at 11.4.1988, see reg. 1

37.  Notwithstanding paragraph 36 where two or more payments of the same kind and from the same source are to be taken into account in the same benefit week, there shall be disregarded from each payment the sum which would otherwise fall to be disregarded under this Schedule; but this paragraph shall only apply in the case of a payment which it has not been practicable to treat under regulation 31 (1) (b) (date on which income treated as paid) as paid on the first day of the benefit week in which it is due to be paid.E+W+S

Commencement Information

I25Sch. 9 para. 37 in force at 11.4.1988, see reg. 1

F16838.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

F168Sch. 9 para. 38 omitted (for specified purposes and with effect in accordance with reg. 1(c) of the amending S.I.) by virtue of The Social Security (Hospital In-Patients) Regulations 2005 (S.I. 2005/3360), reg. 4(6)

[F16939.—(1) Any payment made under [F170or by] the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments) (No. 2) Trust (“the Trusts"), [F171the Fund] [F172, the Eileen Trust] [F173, MFET Limited] [F174, the Skipton Fund, the Caxton Foundation] [F175, the Scottish Infected Blood Support Scheme] [F176, an approved blood scheme] [F177, the London Emergencies Trust, the We Love Manchester Emergency Fund] [F178, the National Emergencies Trust] or [F179the Independent Living [F180Fund (2006)]].E+W+S

[F181(1A) Any—

(a)Grenfell Tower payment;

(b)child abuse payment;

(c)Windrush payment.]

[F182(d)a Post Office compensation payment.]

(2) Any payment by or on behalf of a person who is suffering or who suffered from haemophilia [F171or who is or was a qualifying person], which derives from a payment made under [F170or by] any of the Trusts to which sub-paragraph (1) refers [F183, or from a Grenfell Tower payment [F184, a child abuse payment [F185, a Windrush payment, a Post Office compensation payment or a vaccine damage payment]] ,] and which is made to or for the benefit of—

(a)that person’s partner or former partner from whom he is not, or where that person has died was not, estranged or divorced [F186or with whom he has formed a civil partnership that has not been dissolved or, where that person has died, had not been dissolved at the time of that person's death];

(b)any child who is a member of that person’s family or who was such a member and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who was such a member and who is a member of the claimant’s family.

(3) Any payment by or on behalf of the partner or former partner of a person who is suffering or who suffered from haemophilia [F187or who is or was a qualifying person] provided that the partner or former partner and that person are not, or if either of them has died were not, estranged or divorced [F188or, where the partner or former partner and that person have formed a civil partnership, the civil partnership has not been dissolved or, if either of them has died, had not been dissolved at the time of the death], which derives a payment made under [F170or by] any of the Trusts to which sub-paragraph (1) refers [F189, or from a Grenfell Tower payment [F184, a child abuse payment [F185, a Windrush payment, a Post Office compensation payment or a vaccine damage payment]] ,] and which is made to or fro the benefit of—

(a)the person who is suffering from haemophilia [F190or who is a qualifying person];

(b)any child who is a member of that person’s family or who was such a member and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who was such a member and who is a member of the claimant’s family.

(4) Any payment by a person who is suffering from haemophilia [F191or who is a qualifying person], which derives from a payment under [F170or by] any of the Trusts to which sub-paragraph (1) refers, [F192or from a Grenfell Tower payment [F184, a child abuse payment [F185, a Windrush payment, a Post Office compensation payment or a vaccine damage payment]] ,] where—

(a)that person has no partner or former partner from whom he is not estranged or divorced [F193or with whom he has formed a civil partnership that has not been dissolved], nor any child or young person who is or had been a member of that person’s family; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the date of the payment is a child, a young person or a [F194full-time student] who has not completed his full-time education and has no parent or step-parent, to his guardian,

but only for a period from the date of the payment until the end of two years from that person’s death.

(5) Any payment out of the estate of a person who suffered from haemophilia [F191or who was a qualifying person], which derives from a payment under [F170or by] any of the Trusts to which sub-paragraph (1) refers, [F195or from a Grenfell Tower payment [F184, a child abuse payment [F185, a Windrush payment, a Post Office compensation payment or a vaccine damage payment]] ,] where—

(a)that person at the date of his death (the relevant date) had no partner or former partner from whom he was not estranged or divorced [F196or with whom he had formed a civil partnership that had not been dissolved], nor any child or young person who was or had been a member of his family; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the relevant date was a child, a young person or a [F197full-time student] who had not completed his full-time education and had no parent or step-parent, to his guardian,

but only for a period of two years from the relevant date.

(6) In the case of a person to whom or for whose benefit a payment referred to in this paragraph is made, any income which derives from any payment of income or capital made under or deriving from any of the Trusts [F198or from a Grenfell Tower payment] [F184, a child abuse payment [F185, a Windrush payment, a Post Office compensation payment or a vaccine damage payment]] .]

[F199(7) For the purposes of sub-paragraphs (2) to (6), any reference to the Trusts shall be construed as including a reference to the Fund [F200, the Eileen Trust [F201, MFET Limited] [F202, the Skipton Fund] [F203, the Caxton Foundation] [F204, the Scottish Infected Blood Support Scheme] [F205, an approved blood scheme] [F206, the London Emergencies Trust, the We Love Manchester Emergency Fund] [F207, the National Emergencies Trust] and the London Bombings Relief Charitable Fund].]

Textual Amendments

[F20840.  Any payment made by the Secretary of State to compensate for the loss (in whole or in part) of entitlement to housing benefit.]E+W+S

Textual Amendments

F20941.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

F20942.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

[F21043.  Any payment made to a juror or a witness in respect of attendance at a court other than compensation for loss of earnings or for the loss of a benefit payable under the benefit Acts.]E+W+S

Textual Amendments

F21144.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

F21245.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

[F21346.  Any payment in consequence of a reduction of council tax under section 13 [F214, 13A] or 80 of the Local Government Finance Act 1992 (reduction of liability for council tax).]E+W+S

Textual Amendments

F21547.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

[F21648.—(1) Any payment or repayment made—E+W+S

(a)as respects England, under regulation 5, 6 or 12 of the National Health Service (Travel Expenses and Remission of Charges) Regulations 2003 (travelling expenses and health service supplies);

(b)as respects Wales, under regulation 5, 6 or 11 of the National Health Service (Travelling Expenses and Remission of Charges) (Wales) Regulations 2007 (travelling expenses and health service supplies);

(c)as respects Scotland, under regulation 3, 5 or 11 of the National Health Service (Travelling Expenses and Remission of Charges) (Scotland) (No. 2) Regulations 2003 (travelling expenses and health service supplies).

(2) Any payment or repayment made by the Secretary of State for Health [F217and Social Care], the Scottish Ministers or the Welsh Ministers which is analogous to a payment or repayment mentioned in sub-paragraph (1).]

Textual Amendments

[F21649.  Any payment made to such persons entitled to receive benefits as may be determined by or under a scheme made pursuant to section 13 of the Social Security Act 1988 in lieu of vouchers or similar arrangements in connection with the provision of those benefits (including payments made in place of healthy start vouchers, milk tokens or the supply of vitamins).]E+W+S

Textual Amendments

[F21850.  Any payment made either by the Secretary of State for [F219Justice] or by the [F220Scottish Ministers] under a scheme established to assist relatives and other persons to visit persons in custody.]E+W+S

Textual Amendments

[F22151.  Any payment (other than a training allowance) made, whether by the Secretary of State or by any other person, under the Disabled Persons (Employment) Act 1944 F222... to assist disabled persons to obtain or retain employment despite their disability.]E+W+S

Textual Amendments

[F22352.F224  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .]E+W+S

Textual Amendments

[F22353.—(1) ) If the claimant is in receipt of any benefit under Part 2, 3 or 5 of the Contributions and Benefits Act, any increase in the rate of that benefit arising under Part 4 (increases for dependants) or section 106(a) (unemployability supplement) of that Act, where the dependant in respect of whom the increase is paid is not a member of the claimant’s family.

(2) If the claimant is in receipt of any pension or allowance under Part 2 or 3 of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006, any increase in the rate of that pension or allowance under that Order, where the dependant in respect of whom the increase is paid is not a member of the claimant’s family.]

Textual Amendments

[F22354.  Any supplementary pension under article 23(2) of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006 (pensions to surviving spouses and surviving civil partners) and any analogous payment made by the Secretary of State for Defence to any person who is not a person entitled under that Order.]E+W+S

Textual Amendments

[F22555.  In the case of a pension awarded at the supplementary rate under article 27(3) of the Personal Injuries (Civilians) Scheme 1983 (pensions to [F226widows, widowers or surviving civil partners]), the sum specified in paragraph 1(c) of Schedule 4 to that Scheme.E+W+S

Textual Amendments

F225Sch. 9 paras. 54-56 added (with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits Schemes (Miscellaneous Amendments) (No.5) Regulations 1994 (S.I. 1994/2139), regs. 1(1)(a), 32(3)

56.—(1) Any payment which is—E+W+S

(a)made under any of the Dispensing Instruments to a [F227widow, widower or surviving civil partner] of a person—

(i)whose death was attributable to service in a capacity analogous to service as a member of the armed forces of the Crown; and

(ii)whose service in such capacity terminated before 31st March 1973; and

[F228(b)equal to the amount specified in article 23(2) of the Naval, Military and Air Forces Etc. (Disablement and Death) Service Pensions Order 2006.]

(2) In this paragraph “the Dispensing Instruments” means the Order in Council of 19th December 1881, the Royal Warrant of 27th October 1884 and the Order by His Majesty of 14th January 1992 (exceptional grants of pay, non-effective pay and allowances).]

Textual Amendments

F225Sch. 9 paras. 54-56 added (with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits Schemes (Miscellaneous Amendments) (No.5) Regulations 1994 (S.I. 1994/2139), regs. 1(1)(a), 32(3)

F229F23057.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .E+W+S

Textual Amendments

E+W+S

[F23158.  Any payment made F232... [F233as a direct payment as defined in section 4(2) of the Social Care (Self-directed Support) (Scotland) Act 2013] [F234, or under sections 12A to 12D of the National Health Service Act 2006 (direct payments for health care)] [F235or under sections 31 to 33 of the Care Act 2014 (direct payments),] [F236or under regulations made under section 57 of the Health and Social Care Act 2001 (direct payments)] [F237or under regulations made under section 57 of the Health and Social Care Act 2001 (direct payments)] [F238, or in accordance with regulations made under section 50 or 52 of the Social Services and Well-being (Wales) Act 2014 (direct payments).]

Textual Amendments

F231Sch. 9 paras. 58-61 added (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits and Jobseeker’s Allowance (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/65), regs. 1(1)(2), 2(3)(b)

E+W+S

F23959.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

F231Sch. 9 paras. 58-61 added (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits and Jobseeker’s Allowance (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/65), regs. 1(1)(2), 2(3)(b)

E+W+S

F24060.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

F231Sch. 9 paras. 58-61 added (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits and Jobseeker’s Allowance (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/65), regs. 1(1)(2), 2(3)(b)

E+W+S

61.—(1) Any payment specified in sub-paragraph (2) to a claimant who was formerly a [F241student] and who has completed the course in respect of which those payments were made.

(2) The payments specified for the purposes of sub-paragraph (1) are—

(a)any grant income and covenant income as defined for the purposes of Chapter VIII of Part V;

[F242(b)any student loan as defined in Chapter VIII of Part V;]]

[F242(c)any contribution as defined in Chapter VIII of Part V which—

(i)is taken into account in ascertaining the amount of a student loan referred to in head (b); and

(ii)has been paid.]

Textual Amendments

F231Sch. 9 paras. 58-61 added (for specified purposes and with effect in accordance with reg. 1(2) of the amending S.I.) by The Income-related Benefits and Jobseeker’s Allowance (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/65), regs. 1(1)(2), 2(3)(b)

E+W+S

F24362.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

E+W+S

F24462A.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

E+W+S

F24563.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

E+W+S

F24664.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

E+W+S

[F24764.—(1) Subject to sub-paragraph (2), in the case of a person who is receiving, or who has received, assistance under [F248the self-employment route], any payment to the person—

(a)to meet expenses wholly and necessarily incurred whilst carrying on the commercial activity;

(b)which is used or intended to be used to maintain repayments on a loan taken out by that person for the purpose of establishing or carrying on the commercial activity,

in respect of which such assistance is or was received.

(2) Sub-paragraph (1) shall apply only in respect of payments which are paid to that person from the special account as defined for the purposes of Chapter IVA of Part V.]

Textual Amendments

E+W+S

F24965.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

E+W+S

[F25066.  Any payment made with respect to a person on account of the provision of after-care under section 117 of the Mental Health Act 1983 or [F251section 25 of the Mental Health (Care and Treatment) (Scotland) Act 2003] or the provision of accommodation or welfare services to which [F252Part III of the National Assistance Act 1948 refers or to which the Social Work (Scotland) Act 1968 refers], [F253or the provision of care and support under Part 1 of the Care Act 2014 (care and support)] [F254, or the provision of care and support in respect of an adult under Part 4 of the Social Services and Well-being (Wales) Act 2014 (meeting needs)] which falls to be treated as notional income under paragraph (4A) of regulation 42 above (payments made in respect of a person [F255living in a care home, an Abbeyfield Home or an independent hospital]).]

Textual Amendments

E+W+S

[F25669.—(1) Any payment of a sports award except to the extent that it has been made in respect of any one or more of the items specified in sub-paragraph (2).

(2) The items specified for the purposes of sub-paragraph (1) are food, ordinary clothing or footwear, household fuel, rent for which housing benefit is payable or any housing costs to the extent that they are met under regulation 17(1)(e) or 18(1)(f) (housing costs) F257..., of the claimant or, where the claimant is a member of a family, any other member of his family, or any council tax or water charges for which that claimant or member is liable.

(3) For the purposes of sub-paragraph (2)—

“food" does not include vitamins, minerals or other special dietary supplements intended to enhance the performance of the person in the sport in respect of which the award was made;

“ordinary clothing and footwear" means clothing or footwear for normal daily use but does not include school uniforms or clothing or footwear used solely for sporting activities.]

Textual Amendments

E+W+S

F25870.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

E+W+S

[F25971.  Where the amount of a subsistence allowance paid to a person in a benefit week exceeds the amount of income-based jobseeker’s allowance that person would have received in that benefit week had it been payable to him, less 50p, that excess amount.]

Textual Amendments

E+W+S

[F25972.  In the case of a claimant participating in an employment zone programme, any discretionary payment made by an employment zone contractor to the claimant, being a fee, grant, loan or otherwise.]

Textual Amendments

[F26073.—(1) Any payment of child maintenance made or derived from a liable relative where the child or young person in respect of whom the payment is made is a member of the claimant’s family, except where the person making the payment is the claimant or the claimant’s partner.

(2) In paragraph (1)—

“child maintenance” means any payment towards the maintenance of a child or young person, including any payment made voluntarily and payments made under—

(a)

the Child Support Act 1991;

(b)

the Child Support (Northern Ireland) Order 1991;

(c)

a court order;

(d)

a consent order;

(e)

a maintenance agreement registered for execution in the Books of Council and Session or the sheriff court books;

“liable relative” means a person listed in regulation 54 (interpretation) other than a person falling within sub-paragraph (d) of that definition.]

Textual Amendments

F260Sch. 9 para. 73 substituted (for specified purposes and with effect in accordance with reg. 1(6) of the amending S.I.) by The Social Security (Miscellaneous Amendments) (No. 4) Regulations 2009 (S.I. 2009/2655), regs. 1(6)(a), 2(17)(d)

E+W+S

[F26174.  In the case of a person to whom paragraph (5) of regulation 6 (persons not treated as in remunerative work) applies, the whole of his income.]

Textual Amendments

E+W+S

[F26275.  Any discretionary housing payment paid pursuant to regulation 2(1) of the Discretionary Financial Assistance Regulations 2001.]

Textual Amendments

E+W+S

[F26376.—[F264(1) Any payment made by a local authority, or by the [F265Welsh Ministers], to or on behalf of the claimant or his partner relating to a service which is provided to develop or sustain the capacity of the claimant or his partner to live independently in his accommodation.]

(2) For the purposes of sub-paragraph (1) “local authority” includes, in England, a county council.]

Textual Amendments

[F26676A.  Armed forces independence payment]

Textual Amendments

E+W+S

F26777.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

E+W+S

F26878.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

[F26979.  Any payments to a claimant made under section 49 of the Children and Families Act 2014 (personal budgets and direct payments)]

Textual Amendments

[F27080.  Any bereavement support payment under section 30 of the Pensions Act 2014 (bereavement support payment) except any such payment which is disregarded as capital under paragraph 7(1)(f) or 72 of Schedule 10.]

Textual Amendments

[F27181.  Any payment of carer’s allowance supplement made under section 81 of the Social Security (Scotland) Act 2018.]

Textual Amendments

[F27282.  Any early years assistance given in accordance with section 32 of the Social Security (Scotland) Act 2018.]

Textual Amendments

[F27383.  Any funeral expense assistance given in accordance with section 34 of the Social Security (Scotland) Act 2018.]

Textual Amendments

[F27484.  Any Scottish child payment assistance given in accordance with section 79 of the Social Security (Scotland) Act 2018.]

Textual Amendments

[F27585.  Any short-term assistance given in accordance with regulations made under section 36 of the Social Security (Scotland) Act 2018.]

Textual Amendments

[F27686.  Any disability assistance given in accordance with regulations made under section 31 of the Social Security (Scotland) Act 2018.]

Textual Amendments

[F27787.  Any amount of carer support payment that is in excess of the amount the claimant would receive if they had an entitlement to carer’s allowance under section 70 of the Contributions and Benefits Act.]

Textual Amendments