The Pensions Act 2014 (Consequential, Supplementary and Incidental Amendments) Order 2017
Citation and commencement1.
(1)
This Order may be cited as the Pensions Act 2014 (Consequential, Supplementary and Incidental Amendments) Order 2017.
(2)
This Order comes into force on the day on which section 30 of the Pensions Act 2014 (bereavement support payment) comes into force for all purposes (this is subject to articles 2 and 3).
Later commencement for abolition of bereavement payment and bereavement allowance2.
(1)
This Order does not come into force in accordance with article 1(2) for a person to whom this article applies (this is subject to article 3).
(2)
This article applies to a person who, on the day before the day on which section 30 of the Pensions Act 2014 comes into force for all purposes—
(a)
was entitled to—
(i)
(ii)
(b)
would have been entitled to such a benefit if they made a claim for it.
(3)
But this article ceases to apply to a person if—
(a)
they were entitled to a benefit in accordance with paragraph (2)(a) and they are no longer entitled to that benefit; or
(b)
they would have been entitled to a benefit in accordance with paragraph (2)(b) and they would no longer be entitled to that benefit if they made a claim for it.
(4)
On the date this article ceases to apply to a person, this Order comes into force for that person.
Commencement for entitlement to bereavement payment and bereavement support payment3.
(1)
This Order does not come into force in accordance with article 1(2) for a person to whom this article applies.
(2)
This article applies to a person—
(a)
whose spouse or civil partner died in the 12 months before the day on which section 30 of the Pensions Act 2014 came into force for all purposes;
(b)
who would have been entitled to a bereavement payment under section 36 of the Social Security Contributions and Benefits Act 1992 if they had made a claim for it;
(c)
who formed a new marriage or civil partnership; and
(d)
whose new spouse or civil partner died—
(i)
on or after the day on which section 30 of the Pensions Act 2014 came into force for all purposes; and
(ii)
within 12 months of the death referred to in sub-paragraph (a).
(3)
This Order comes into force for a person to whom this article applies—
(a)
at the end of the period of 12 months starting on the day on which the death referred to in paragraph (2)(a) occurred, for the purposes of entitlement to bereavement payment for the death referred to in paragraph (2)(a); and
(b)
on the day on which section 30 of the Pensions Act 2014 comes into force for all purposes, for the purposes of entitlement to bereavement support payment for the death referred to in paragraph (2)(d).
Amendment of the Social Security (Credits) Regulations 19754.
(1)
(2)
(a)
omit the definitions of “bereavement allowance” and “bereavement benefit”; and
(b)
in the definition of “reckonable year”, omit “bereavement benefits,”.
(3)
(4)
(5)
(6)
(7)
“(3)
In this regulation, “bereavement benefit” means—
(a)
a bereavement payment referred to in section 36 of the Contributions and Benefits Act as in force immediately before it was repealed by paragraph 8 of Schedule 16 to the Pensions Act 2014;
(b)
a bereavement allowance referred to in section 39B of the Contributions and Benefits Act as in force immediately before it was repealed by paragraph 13 of Schedule 16 to the Pensions Act 2014; and
(c)
widowed parent’s allowance.”.
(8)
(9)
(10)
(a)
in paragraph (2)(b), omit “or bereavement allowance”; and
(b)
omit paragraph (3)(e).
Amendment of the Social Security Benefit (Persons Abroad) Regulations 19755.
(1)
(2)
(3)
(4)
(5)
(6)
Amendment of the Social Security (Overlapping Benefits) Regulations 19796.
(1)
(2)
(3)
Amendment of the Social Security (Widow’s Benefit and Retirement Pensions) Regulations 19797.
(1)
(2)
(3)
(4)
“Notional entitlement to Category B retirement pension for new State Pension purposes7B.
(1)
This regulation applies for the purposes of determining whether, in accordance with paragraph 3(1)(d) of Schedule 3 to the Pensions Act 2014 (survivor’s pension inherited amount: dead spouse or civil partner in old state pension scheme)27, a person (“the pensioner”) would have been entitled to a Category B retirement pension.(2)
The pensioner shall be treated as being entitled to bereavement support payment if the pensioner would have been so entitled but for one or both of the circumstances specified in paragraph (3).
(3)
The circumstances referred to in paragraph (2) are—
(a)
the pensioner’s failure to make, or the pensioner’s delay in making, a claim for that bereavement support payment;
(b)
the operation of section 32 of the Pensions Act 2014 (bereavement support payment: prisoners) or any regulations made under that section.”.
Amendment of the Social Security (General Benefit) Regulations 19828.
(1)
(2)
(3)
Amendment of the Income Support (General) Regulations 19879.
(1)
(2)
(3)
“80.
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.”.
(4)
(a)
“(f)
bereavement support payment under section 30 of the Pensions Act 2014,”; and
(b)
“72.
Any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment)35, but only for a period of 52 weeks from the date of receipt of the payment.”.
Amendment of the Social Security (Claims and Payments) Regulations 198710.
(1)
(2)
(a)
in paragraph (1)—
(i)
““bereavement benefit” means—
(a)
a bereavement payment referred to in section 36 of the Contributions and Benefits Act as in force immediately before it was repealed by paragraph 8 of Schedule 16 to the Pensions Act 2014;
(b)
a bereavement allowance referred to in section 39B of the Contributions and Benefits Act as in force immediately before it was repealed by paragraph 13 of Schedule 16 to the Pensions Act 2014; and
(c)
widowed parent’s allowance;
“bereavement support payment” means bereavement support payment under section 30 of the Pensions Act 2014;”;
(ii)
in the definition of “long-term benefits”, omit “bereavement allowance,”; and
(iii)
in the definition of “working age benefit”, omit paragraph (a); and
(b)
in paragraph (2)(b), after “a shared additional pension” insert “, bereavement support payment”.
(3)
(a)
“(iv)
widowed parent’s allowance;”;
(b)
in sub-paragraph (d)(ii), omit “or bereavement allowance”; and
(c)
omit sub-paragraph (da).
(4)
(a)
in paragraph (6A)(a)(i), for “a bereavement benefit” substitute “widowed parent’s allowance”; and
(b)
“(e)
widowed parent’s allowance;
(ea)
bereavement support payment;”.
(5)
“(ba)
bereavement support payment;”.
(6)
(a)
in paragraph (2A), omit “bereavement allowance,”;
(b)
in paragraph (3)(c)(i), for “bereavement allowance” substitute “bereavement support payment”; and
(c)
in paragraph (4), for “bereavement allowance” substitute “bereavement support payment”.
(7)
(a)
“(ga)
subject to paragraph (3B), widowed parent’s allowance;
(gb)
subject to paragraph (3BA), bereavement support payment;”;
(b)
omit paragraph (3A);
(c)
in paragraph (3B), for “a bereavement benefit” substitute “widowed parent’s allowance”; and
(d)
“(3BA)
The prescribed time for claiming bereavement support payment in respect of—
(a)
the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment); and
(b)
the date on which the claimant’s spouse or civil partner died,
is 12 months beginning with that date of death.”.
(8)
(9)
Omit—
(a)
(b)
“bereavement allowance or” in regulation 22B(1); and
(c)
regulation 22B(5)(a).
(10)
“(aa)
bereavement support payment;”.
(11)
(12)
(a)
in column (1)—
(i)
after the entry for “working families’ tax credit”, insert “bereavement benefit”; and
(ii)
after that new entry, insert “bereavement support payment”; and
(b)
in column (2)—
(i)
after the entry for “disabled person’s tax credit”, insert “bereavement support payment”; and
(ii)
after that new entry, insert “bereavement benefit”.
(13)
(a)
paragraph 2(c);
(b)
paragraph 2ZA; and
(c)
paragraph 4 in the definition of “relevant social security benefit”.
(14)
“(ba)
bereavement support payment;”.
Amendment of the Social Fund (Recovery by Deductions from Benefits) Regulations 198811.
Amendment of the Child Support (Maintenance Assessments and Special Cases) Regulations 199212.
“7B.
Any payment of bereavement support payment under section 30 of the Pensions Act 2014.”.
Amendment of the Social Security (Payments on account, Overpayments and Recovery) Regulations 198813.
(1)
(2)
(3)
“(i)
any widowed parent’s allowance under section 39A of the Contributions and Benefits Act;”.
Amendment of the Jobseeker’s Allowance Regulations 199614.
(1)
(2)
“76.
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 12(1)(e) or 65 of Schedule 8.”.
(3)
(a)
“(e)
bereavement support payment under section 30 of the Pensions Act 2014,”; and
(b)
“65.
Any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment), but only for a period of 52 weeks from the date of receipt of the payment.”.
Amendment of the Social Security and Child Support (Decisions and Appeals) Regulations 199915.
(1)
(2)
(a)
omit the definitions of “bereavement allowance” and “bereavement payment”; and
(b)
“(a)
bereavement support payment under section 30 of the Pensions Act 2014; or”.
(3)
(a)
“(aa)
bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
in paragraph (8G)—
(i)
in column 1 of the table, for “Bereavement allowance” substitute “Bereavement support payment under section 30 of the Pensions Act 2014”;
(ii)
in column 2 of the table, for the corresponding entry to “Bereavement support payment under section 30 of the Pensions Act 2014” (as inserted by paragraph (i)) substitute “the contribution conditions set out in section 31 of the Pensions Act 2014 (bereavement support payment: contribution condition and amendments)”; and
(iii)
omit the row with “Bereavement payment” in column 1.
Amendment of the Social Security (Claims and Information) Regulations 199916.
“(ea)
bereavement support payment under section 30 of the Pensions Act 2014;”.
Amendment of the Child Support (Maintenance Calculations and Special Cases) Regulations 200017.
Amendment of the Social Security (Contributions) Regulations 200118.
(a)
in paragraph (2)—
(i)
in sub-paragraph (a), omit “, bereavement allowance”; and
(ii)
in sub-paragraph (b), omit “bereavement payment or”; and
(b)
in paragraph (3), omit “, bereavement allowance”.
Amendment of the Social Security (Inherited SERPS) Regulations 200119.
(a)
omit “and bereavement allowance”; and
(b)
omit “except in so far as that section relates to the rate of a bereavement allowance”.
Amendment of the Social Security (Loss of Benefit) Regulations 200120.
“(e)
bereavement support payment payable under section 30 of the Pensions Act 2014. ”.
Amendment of the State Pension Credit Regulations 200221.
(1)
(2)
“(n)
bereavement support payment under section 30 of the Pensions Act 2014;”.
(3)
(a)
“(q)
bereavement support payment under section 30 of the Pensions Act 2014.”; and
(b)
“23E.
A payment of bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment), but only for a period of 52 weeks from the date of receipt of the payment.”.
Amendment of the Tax Credits (Definition and Calculation of Income) Regulations 200222.
Amendment of the Non-Contentious Probate Fees Order 200423.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Social Fund Maternity and Funeral Expenses (General) Regulations 200524.
“(b)
bereavement support payment under section 30 of the Pensions Act 2014;”.
Amendment of the Housing Benefit Regulations 200625.
(1)
(2)
“67.
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 9(1)(h) or 62 of Schedule 6.”.
(3)
(a)
“(h)
bereavement support payment under section 30 of the Pensions Act 2014,”; and
(b)
“62.
Any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment), but only for a period of 52 weeks from the date of receipt of the payment.”.
Amendment of the Housing Benefit (Persons who have attained the qualifying age for State Pension Credit) Regulations 200626.
(1)
(2)
“(xiii)
bereavement support payment under section 30 of the Pensions Act 2014;”.
(3)
(a)
“(p)
bereavement support payment under section 30 of the Pensions Act 2014.”; and
(b)
“26H.
A payment of bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment), but only for a period of 52 weeks from the date of receipt of the payment.”.
Amendment of the Gender Recognition (Application Fees) Order 200627.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Transfer of State Pensions and Benefits Regulations 200728.
(1)
(2)
(3)
Amendment of the Court of Protection Fees Order 200729.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Social Security (Claims and Information) Regulations 200730.
“(b)
bereavement support payment under section 30 of the Pensions Act 2014;”.
Amendment of the Employment and Support Allowance Regulations 200831.
(1)
(2)
In regulation 165(3) (entitlement for less than a week – amount of an employment and support allowance payable) in the definition of “Y”, for “bereavement allowance” substitute “bereavement support payment under section 30 of the Pensions Act 2014”.
(3)
In regulation 167(d) (modification in the calculation of income), for “bereavement allowance” substitute “bereavement support payment under section 30 of the Pensions Act 2014”.
(4)
“68.
Any bereavement support payment under section 30 of the Pensions Act 2014 except any such payment which is disregarded as capital under paragraph 11(1)(d) or 60 of Schedule 9. ”.
(5)
(a)
“(d)
bereavement support payment under section 30 of the Pensions Act 2014,”; and
(b)
“60.
Any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment), but only for a period of 52 weeks from the date of receipt of the payment.”.
Amendment of the Magistrates’ Courts Fees Order 200832.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Civil Proceedings Fees Order 200833.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Family Proceedings Fees Order 200834.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Upper Tribunal (Lands Chamber) Fees Order 200935.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Supreme Court Fees Order 2009F136.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Amendment of the First-tier Tribunal (Gambling) Fees Order 201037.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Rate of Bereavement Benefits Regulations 201038.
Amendment of the Upper Tribunal (Immigration and Asylum Chamber) (Judicial Review) (England and Wales) Fees Order 201139.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Child Support Maintenance Calculation Regulations 201240.
Amendment of the Council Tax Reduction Schemes (Prescribed Requirements) (England) Regulations 201241.
“(xiii)
bereavement support payment under section 30 of the Pensions Act 2014;”.
Amendment of the Council Tax Reduction Schemes (Default Scheme) (England) Regulations 201242.
“(xiii)
bereavement support payment under section 30 of the Pensions Act 2014;”.
Amendment of the Universal Credit Regulations 201343.
(1)
(2)
In regulation 2 (interpretation), omit the definition of “bereavement allowance”.
(3)
In regulation 66(1)(b) (what is included in unearned income), omit paragraph (iv).
(4)
“20.
A payment made within the past 12 months of bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment).”.
Amendment of the Employment and Support Allowance Regulations 201344.
Amendment of the Legal Aid (Information about Financial Resources) Regulations 201345.
(a)
in paragraph 6, for “sections 36, 39A and 39B” in both places it occurs substitute “section 39A”; and
(b)
“6A.
Benefits for surviving spouses and civil partners under section 30 of the Pensions Act 2014 or section 29 of the Pensions Act (Northern Ireland) 2015.”.
Amendment of the First-tier Tribunal (Property Chamber) Fees Order 201346.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Employment Tribunals and the Employment Appeal Tribunal Fees Order 201347.
(a)
“(i)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Amendment of the Courts and Tribunals Fee Remissions Order 201348.
(a)
“(k)
any payment of bereavement support payment under section 30 of the Pensions Act 2014;”; and
(b)
“(n)
any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment);”.
Signed by authority of the Secretary of State for Work and Pensions.
This Order makes consequential, supplementary and incidental amendments in relation to the provisions of Part 5 of the Pensions Act 2014 (c.19), which creates a new bereavement support payment for people whose spouse or civil partner died on or after the date section 30 of that Act comes into force for all purposes. Bereavement support payment replaces the existing social security benefits for the bereaved (bereavement allowance, widowed parent’s allowance and bereavement payment).
Articles 2 and 3 enable bereavement allowance and bereavement payment to remain in payment. Those benefits will only remain in payment for people whose spouse or civil partner died before the date section 30 comes into force for all purposes. When the award of those benefits comes to an end, the amendments made by this Order will come into force for that person.
The amendments in this Order are all to secondary legislation. The majority of these amendments add a reference to bereavement support payment and/or remove a reference to bereavement allowance and bereavement payment. The amendments therefore mainly (1) enable existing secondary legislation to work in the same or similar way for bereavement support payment as it does for existing benefits for the bereaved or (2) remove references to existing benefits for the bereaved where the secondary legislation does not need to apply to bereavement support payment.
In particular, the following amendments are made.
Articles 9, 14, 21, 25, 26, 31, 43 and 44 make amendments which provide for how bereavement support payment is to be taken into account in income-related social security benefits. These are benefits which determine a claimant’s entitlement by reference to their income and capital. The amendments provide that bereavement support payment will be ignored when calculating a claimant’s income. The amendments also provide that any initial lump sum amount of bereavement support payment and any payment of arrears for 12 months will be ignored when calculating a claimant’s capital.
Articles 12, 17 and 40 make similar amendments to child support regulations so that bereavement support payment is not taken into account as income under those regulations.
Article 10 amends the Social Security (Claims and Payments) Regulations 1987 (S.I. 1987/1968). Those Regulations contain the rules on when a claim to a benefit has to be made, how claims are made, how payments of benefit are made, the dates on which payments are made etc. The amendments apply those rules to bereavement support payment. For example, the amendment made by article 10(7)(d) provides that a claimant must claim the initial lump sum amount of bereavement support payment within 12 months of the death of their spouse or civil partner.
Article 15 amends the Social Security and Child Support (Decisions and Appeals) Regulations 1999 (S.I. 1999/991). Those Regulations contain the rules on how decisions relating to benefits should be made, when decisions can be changed, how appeals can be made against the decisions etc. The amendments apply those rules to bereavement support payment.
A full impact assessment has not been published for this Order as it has no impact on the private sector or civil society organisations. An assessment has been made of the impact of the introduction of bereavement support payment. Copies of that impact assessment may be obtained from the Legislation Team of the Department for Work and Pensions, Caxton House, Tothill Street, London SW1 9NA or from the DWP website: https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/311316/pensions-act-ia-annex-a-single-tier-state-pension.pdf. (Annex A contains the assessment for bereavement support payment.)