Policies Dataset
Welcome to the Policies Dataset. In here you can browse policies in different ways.
- Timeline tab shows the policies in an interactive timeline. You can view the policies by selecting them in the timeline. Useful for users who wish to compare few policies and few indicators. More information inside the tab.
- Leave and Pay policies tab, Childcare tab and Cash and Tax Allowances tabs allow you to search by policy and year of introduction. Useful for users who wish to find about a specific policy at a certain point in time.
- Legal basis tab contains a link to the detailed sources of the information in each indicator of each policy.
- Download tab allows you to download the policies table in an excel file. Useful for users who wish to compare a large number of policies or indicators.
Timeline
https://livedataoxford.shinyapps.io/Mireia_Borrell/
Leave and pay policies
Note: the years below refer to 'Year of introduction' - 'Valid until'. (E.g. 2002-2005 means that the year of introduction of the policy was in 2002 and this policy did not suffer any significant change in any of its indicators until 2005).
Maternity leave
Year: 1993
Focus of Amendments to Policy: -
Legislative basis: Trade Union Reform and Employment Rights Act 1993; SI 1994/1365.
Valid from: 10 June 1994
Valid until: 18 October 1994
Valid from - childbirth-related date: 16 October 1994
Valid until - childbirth-related date: 30 April 2000
Recipient: Mother
General Functioning/Structure: When the claimant has a baby she might be eligible to take time off.
Non-monetary entitlements
Types of entitlement: Maternity leave, Additional maternity leave.
Period of entitlement:
- Maternity leave: either the date which the mother notifies the employer, which cannot be earlier than the beginning of the 11th week before the expected week of childbirth, or, if earlier, the first day on which the mother is absent from work wholly or partly because of pregnancy or childbirth after the beginning of the 6th week before the expected week of childbirth or, if earlier, the day of childbirth.
- Additional maternity leave: starting after the end of her maternity leave period and ending maximum 29 weeks after the beginning of the week in which childbirth occurs.
- Maximum leave in total: 40 weeks.
Length of entitlement:
- Maternity leave: 14 weeks or until the birth of the child, if later.
- Additional maternity leave: maximum 29 weeks.
- Maximum leave in total: 40 weeks.
Conditions of entitlement - employment-related conditions:
- Maternity leave: to notify the employer of the date the claimant intends to commence leave (there are some exceptions).
- Additional maternity leave: to have been, at the beginning of the 11th week before the expected week of childbirth, continuously employed for a period of not less than two years.
Conditions of entitlement - conditions related to relationship to other family members: -
Other entitlement conditions: -
Other details: -
Territorial application: Great Britain (England, Wales and Scotland).
Year: 1994
Focus of Amendments to Policy: Addition of compulsory maternity leave - affects most indicators
Legislative basis: Trade Union Reform and Employment Rights Act 1993, SI 1994/2479
Valid from: 19 October 1994
Valid until: 14 December 1999
Valid from - childbirth-related date: 16 October 1994
Valid until - childbirth-related date: 30 April 2000
Recipient: Mother
General Functioning/Structure: When the claimant has a baby she might be eligible to take time off.
Non-monetary entitlements
Types of entitlement: Compulsory maternity leave, maternity leave, additional maternity leave.
Period of entitlement:
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Compulsory maternity leave: the day on which childbirth occurs.
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Maternity leave: either the date which the mother notifies the employer, which cannot be earlier than the beginning of the 11th week before the expected week of childbirth, or if earlier, the first day on which the mother is absent from work wholly or partly because of pregnancy or childbirth after the beginning of the 6th week before the expected week of childbirth or, if earlier, the day of childbirth.
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Additional maternity leave: starting after the end of her maternity leave period and ending maximum 29 weeks after the beginning of the week in which childbirth occurs.
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Maximum leave in total: 40 weeks.
Length of entitlement:
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Compulsory leave: 2 weeks (included in maternity leave).
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Maternity leave: 14 weeks or until the birth of the child, if later.
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Additional maternity leave: maximum 29 weeks.
-
Maximum leave in total: 40 weeks."
Conditions of entitlement - employment-related conditions:
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Maternity leave: to notify the employer of the date the claimant intends to commence leave (there are some exceptions).
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Additional maternity leave: to have been, at the beginning of the 11th week before the expected week of childbirth, continuously employed for a period of not less than two years.
Conditions of entitlement - conditions related to relationship to other family members: -
Other entitlement conditions: Compulsory maternity leave: to be entitled to maternity leave.
Other details: -
Territorial application: Great Britain (England, Wales and Scotland).
Year: 1999
Focus of Amendments to Policy: Types of entitlements, Length of entitlements.
Legislative basis: Employment Rights Act 1996, Employment Relations Act 1999, SI 1999/3312.
Valid from: 15 December 1999
Valid until: 23 November 2002
Valid from - childbirth-related date: 30 April 2000
Valid until - childbirth-related date: 6 April 2003
Recipient: Mother
General Functioning/Structure: When the claimant has a baby she might be eligible to take time off.
Non-monetary entitlements
Types of entitlement: Compulsory maternity leave, Ordinary maternity leave, Additional maternity leave.
Period of entitlement:
- Compulsory maternity leave: the day on which childbirth occurs.
- Maternity leave: either the date which the mother notifies the employer, which cannot be earlier than the beginning of the 11th week before the expected week of childbirth, or, if earlier, the first day on which the mother is absent from work wholly or partly because of pregnancy or childbirth after the beginning of the 6th week before the expected week of childbirth or, if earlier, the day of childbirth.
- Additional maternity leave: starting after the end of her maternity leave period and ending maximum 29 weeks after the beginning of the week in which childbirth occurs.
- Maximum leave in total: 40 weeks.
Length of entitlement:
- Compulsory leave: no less than 2 wks.
- Ordinary leave: 18 wks, or until the end of the compulsory maternity leave period, if later.
- Additional leave: maximum 29 weeks.
- Maximum leave in total: 40 weeks.
Conditions of entitlement - employment-related conditions:
- Ordinary maternity leave: to notify the employer of the date the claimant intends to commence leave (there are some exceptions).
- Additional maternity leave: to have been at the beginning of the 11th week before the expected week of childbirth, continuously employed for a period of not less than a year.
Conditions of entitlement - conditions related to relationship to other family members: -
Other entitlement conditions: Compulsory maternity leave: to be entitled to maternity leave.
Other details:
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2002
Focus of Amendments to Policy: Period of entitlements, Length of entitlements, Conditions of entitlements.
Legislative basis: SI 2002/2789
Valid from: 24 November 2002
Valid until: 30 September 2006
Valid from - childbirth-related date: 06 April 2003
Valid until - childbirth-related date: 01 April 2007
Recipient: Mother
General Functioning/Structure: When the claimant has a baby she might be eligible to take time off.
Non-monetary entitlements
Types of entitlement: Compulsory maternity leave, Ordinary maternity leave, Additional maternity leave.
Period of entitlement:
- Compulsory Maternity Leave: the day of childbirth.
- Ordinary Maternity leave: beginning the earlier of the following: (a) the date which the mother notifies the employer which cannot be earlier than the beginning of the 11th week before the expected week of childbirth; (b) the first day after the beginning of the 4th week before the expected week of childbirth on which she is absent wholly or partially because of pregnancy; (c) if none of the above, the day of childbirth.
- Additional maternity leave: beginning: on the day after the last day of her ordinary maternity leave period and ending after 26 weeks from the day in which additional maternity leave commenced.
Length of entitlement:
- Compulsory leave: no less than 2 wks.
- Ordinary leave: 26 wks.
- Additional leave: 26 wks.
- Maximum leave in total: 52 weeks.
Conditions of entitlement - employment-related conditions:
- Ordinary maternity leave: to notify the employer of the date the claimant intends to commence leave (there are some exceptions).
- Additional leave: to have been, at the beginning of the 14th week before the expected week of childbirth, continuously employed for a period not less than 26 weeks.
Conditions of entitlement - conditions related to relationship to other family members: -
Other entitlement conditions: Compulsory maternity leave: to be entitled to ordinary leave.
Other details: -
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2006
Focus of Amendments to Policy: Conditions of entitlements, Other details.
Legislative basis: SI 2006/2014
Valid from: 01 October 2006
Valid until: ongoing
Valid from - childbirth-related date: 01 April 2007
Valid until - childbirth-related date: ongoing
Recipient: mother
General Functioning/Structure: When the claimant has a baby she might be eligible to take time off.
Non-monetary entitlements
Types of entitlement: Compulsory maternity leave, Ordinary maternity leave, Additional maternity leave.
Period of entitlement:
- Compulsory Maternity Leave: the day of childbirth.
- Ordinary Maternity leave: beginning the earlier of the following: (a) the date which the mother notifies the employer which cannot be earlier than the beginning of the 11th week before the expected week of childbirth; (b) the first day after the beginning of the 4th week before the expected week of childbirth on which she is absent wholly or partially because of pregnancy; (c) if none of the above, the day of childbirth.
- Additional maternity leave: beginning: on the day after the last day of her ordinary maternity leave period and ending after 26 weeks from the day in which additional maternity leave commenced.
Length of entitlement:
- Compulsory leave: no less than 2 wks.
- Ordinary leave: 26 wks.
- Additional leave: 26 wks.
- Maximum leave in total: 52 weeks.
Conditions of entitlement - employment-related conditions:
- Ordinary and additional leave: to notify the employer of the date the claimant intends to commence leave (there are some exceptions).
Conditions of entitlement - conditions related to relationship to other family members: -
Other entitlement conditions: Compulsory maternity leave: to be entitled to ordinary leave.
Other details: Keep in touch days included: an employee may carry out up to 10 days' work for her employer during her statutory maternity leave period without bringing her maternity leave to an end.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2014
Focus of Amendments to Policy: Addition of Shared Parental Leave - affects most indicators
Legislative basis: Children and Families Act 2014, SI 2014/3050
Valid from: 01 December 2014
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: mother
General Functioning/Structure: Parents may be able to get Shared Parental Leave (SPL) and Statutory Shared Parental Pay (ShPP) if a) the baby is due on or after 5th April 2015 or if parents adopt a child placed for adoption on or after 5th April 2015 and b) the mother and her partner are eligible.
Non-monetary entitlements
Types of entitlement: Shared parental leave
Period of entitlement:
- Shared Parental Leave for mother: between birth and the baby’s first birthday. Available up to three blocks of leave, unless employers agrees to more and shorter blocks.
Length of entitlement:
- Shared parental leave for mother: 52 weeks minus any week of maternity/adoption leave taken, minus any shared parental leave (adoption) taken by the partner
- Minimum length is one week.
Conditions of entitlement - employment-related conditions:
- Entitlement to Shared Parental leave for mother: To have been employed continuously by the same employer for at least 26 weeks by the end of the relevant week [for childbirth: 15th week before the due date; for adoption the week in which the claimant was notified of having been matched for adoption with the child]. To have stayed with the same employer until the week before any period of shared parental leave.
Conditions of entitlement - conditions related to relationship to other family members: Entitlement to Shared Parental leave for mother:
- Child responsibility: The claimant must share responsibility for the child with the husband, wife, civil partner, or the child other’s parent, or your partner if they live with you and the child.
- Conditions of partner: (a) Employment: to have been working for at least 26 weeks during the 66 weeks before the week the baby’s due (no need to be in a row) or the week in which the claimant has been notified of having matched for adoption with the child. There is no need to be working at date of birth or when claimant starts Shared Parental Leave. (b) Earnings: to have earned at least £390 in total in 13 of the 66 weeks (the claimant can add up the highest paying weeks, they don’t need to be in a row). This can be as an employee, worker or self-employed person.
Other entitlement conditions: Entitlement to Shared Parental leave for mother:
- Leave conditions: the mother must be eligible for maternity/adoption leave.
- Conditions to start: (a) Once the child has been born/placed for adoption, and (b) once the mother either curtails maternity/adoption leave before the end of her statutory maternity/adoption leave or gives the employer binding notice of the date she is planning to curtail leave, and (c) the mother cannot return to work before the end of the two compulsory weeks of leave following childbirth and (d) to give employer notice of at least 8 weeks before the start of the leave.
Other details: For Shared Parental Leave for mother:
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SPLIT days: the mother and her partner can each work up to 20 days while she is taking Shared Parental Leave. These are called ‘Shared Parental Leave in touch’ (or SPLIT) days. These days are in addition to the 10 ‘keeping in touch’ (or KIT) days available to those on maternity or adoption leave. KIT and SPLIT days are optional - both the claimant and his/her employer must agree to them.
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Both parents may take leave at the same time.
Territorial application: England, Wales.
Parental Leave
Year: 1999
Focus of Amendments to Policy: -
Legislative basis: Employment Relations Act 1999, SI 1999/3312
Valid from: 15 December 1999
Valid until: 09 January 2002
Valid from - childbirth-related date: 15 December 1999
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Eligible employees can take unpaid parental leave to look after their child.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Child age: maximum 5 years old; maximum 18 years old if the child is entitled to disability living allowance.
Length of entitlement:
- Total: 13 weeks.
- Per year: maximum 4 weeks (unless employer agrees otherwise).
Conditions of entitlement - employment-related conditions:
- To be employed for one or more years.
Conditions of entitlement - conditions related to relationship to other family members: To have, or expect to have, responsibility for a child.
Other entitlement conditions: -
Other details: Parents' employment rights are protected during parental leave.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2001
Focus of Amendments to Policy: Valid from - childbirth-related date, Length of entitlement for disabled children, Conditions of entitlement - employer-related conditions for those with child born between 94-99.
Legislative basis: SI 2001/4010
Valid from: 10 January 2002
Valid until: 07 March 2013
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Eligible employees can take unpaid parental leave to look after their child.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Child age: maximum 5 years old; maximum 18 years old if the child is entitled to disability living allowance.
- For those with childbirth between 15.12.94 – 14.12.99 leave can only take place up to 31st March 2005.
Length of entitlement:
- Total: 13 weeks; 18 weeks for child who is entitled to a disability living allowance.
- Per year: maximum 4 weeks (unless employer agrees otherwise).
Conditions of entitlement - employment-related conditions:
- Those individuals who have been parents before December 1995 can use previous employer period of service between December 1998 and January 2002 to satisfy this condition, subject to them giving notice to employer.
Conditions of entitlement - conditions related to relationship to other family members: To have, or expect to have, responsibility for a child.
Other entitlement conditions: -
Other details: Parents' employment rights are protected during parental leave.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2013
Focus of Amendments to Policy: Length of entitlement, Conditions of entitlement
Legislative basis: SI 2013/283
Valid from: 08 March 2013
Valid until: 04 April 2015
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Eligible employees can take unpaid parental leave to look after their child.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Child age: maximum 5 years old; maximum 18 years old if the child is entitled to disability living allowance.
Length of entitlement:
- Total: 18 weeks.
- Per year: maximum 4 weeks (unless employer agrees otherwise).
Conditions of entitlement - employment-related conditions:
- To be employed for one or more years.
Conditions of entitlement - conditions related to relationship to other family members: 'To have, or expect to have, responsibility for a child.
Other entitlement conditions: The clause for those born between 94-99 ceases to matter.
Other details: Parents' employment rights are protected during parental leave.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2014
Focus of Amendments to Policy: Conditions of entitlement
Legislative basis: SI 2014/3221
Valid from: 05 April 2015
Valid until: ongoing
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Eligible employees can take unpaid parental leave to look after their child.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Child age: maximum 18 years old.
Length of entitlement:
- Total: 18 weeks.
- Per year: maximum 4 weeks (unless employer agrees otherwise).
Conditions of entitlement - employment-related conditions:
- To be employed for one or more years.
Conditions of entitlement - conditions related to relationship to other family members: To have, or expect to have, responsibility for a child.
Other entitlement conditions: -
Other details: Parents' employment rights are protected during parental leave.
Territorial application: Great Britain (England, Wales and Scotland).
Paternity Leave: birth and adoption
Year: 2002
Focus of Amendments to Policy: -
Legislative basis: Employment Act 2002, SI 2002/2788
Valid from: 08 December 2002
Valid until: 05 April 2010
Valid from - childbirth-related date: 06 April 2003
Valid until - childbirth-related date: 03 April 2011
Recipient: Father/partner of adopter
General Functioning/Structure: A claimant may be eligible for paternity leave when taking time off because his partner is having a baby, adopting a child or having a baby through a surrogacy arrangement.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Earliest that it can start: the date of the child’s birth/ date of the child’s placement for adoption.
- The latest it can end: 56 days after the birth/date of the child’s placement for adoption.
Length of entitlement:
- Maximum 2 weeks.
Conditions of entitlement - employment-related conditions:
- To have (a) been employed continuously by the same employer for at least 26 weeks by the end of: the 15th week before the due date, or the week in which the child’s adopter is notified of having been matched with the child and (b) to have given notice in or before the 15th week before childbirth, or, in case of adoption, no more than seven days after the date on which the adopter is notified of having been matched with the child, if reasonable, and if the child is expected to be born/matched for adoption before 6th April 2003, 28 days before the beginning of the leave period.
Conditions of entitlement - conditions related to relationship to other family members: Claimant is either the father of the child or married or partner of the mother of the child, with responsibility to bring up the child.
Other entitlement conditions: -
Other details: While on leave, the father is entitled to the terms and conditions of employment which would have applied if he had not been absent, except for remuneration.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2006
Focus of Amendments to Policy: Addition additional leave - affects many indicators, Other details
Legislative basis: Work and Families Act 2006, SI 2010/1055
Valid from: 06 April 2010
Valid until: 04 April 2015
Valid from - childbirth-related date: 03 April 2011
Valid until - childbirth-related date: 05 April 2015
Recipient: Father/partner of adopter
General Functioning/Structure: A claimant may be eligible for paternity leave when taking time off because his partner is having a baby, adopting a child or having a baby through a surrogacy arrangement.
Non-monetary entitlements
Types of entitlement: Ordinary leave, Additional leave
Period of entitlement:
- Ordinary leave: the earliest it can start is the date of the child’s birth, and the latest it can end is 56 days after the birth.
- Additional leave: the earliest it can start is any time within the period which begins 20 weeks after the date on which the child is born/placement for adoption. The latest it can end: 12 months after the period it started.
Length of entitlement:
- Ordinary leave: Maximum 2 weeks.
- Additional leave: maximum 26 weeks, minimum 2 weeks.
Conditions of entitlement - employment-related conditions:
- Ordinary leave: to have (a) been employed continuously by the same employer for at least 26 weeks by the end of: the 15th week before the due date, or the week in which the child’s adopter is notified of having been matched with the child and (b) to have given notice in or before the 15th week before childbirth, or, if adoption, no more than seven days after the date on which the adopter is notified of having been matched with the child, if reasonable, and if the child is expected to be born/matched for adoption before 6th April 2003, 28 days before the beginning of the leave period.
- Additional leave: claimant has (a) been continuously employed with an employer for a period of not less than 26 weeks by the end of the 15th week before the due date and (b) remains in continuous employment with that employer until the week before the first week of the father’s additional paternity leave and (c) to have given notice minimum 8 weeks before the leave is taken.
Conditions of entitlement - conditions related to relationship to other family members:
- Ordinary leave: claimant is either the father of the child or married or partner of the mother of the child, with responsibility to bring up the child.
- Additional leave: (a) claimant is either father/matched with the child or married or partner of the mother/person matched with the child, with responsibility to bring up the child and (b) the mother is entitled to one or more of the following: maternity leave/adoption leave, statutory maternity pay/statutory adoption pay or maternity allowance and has returned to work.
Other entitlement conditions: -
Other details: While on leave, the father is entitled to the terms and conditions of employment which would have applied if he had not been absent, except for remuneration.
The claimant may carry out up to ten days’ work for his employer during the additional paternity leave period without bringing the additional paternity leave period to an end.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2014
Focus of Amendments to Policy: Deletion of additional paternity leave (to prepare for Shared Parental Leave)
Legislative basis: Children and Families Act 2014, SI 2014/1640
Valid from: 05 April 2015
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: Father/partner of adopter
General Functioning/Structure: The claimant may be eligible for paternity leave when taking time off because his partner is having a baby, adopting a child or having a baby through a surrogacy arrangement.
Non-monetary entitlements
Types of entitlement: Ordinary leave
Period of entitlement:
- Ordinary leave: the earliest it can start is the date of the child’s birth, and the latest it can end is 56 days after the birth.
Length of entitlement:
- Ordinary leave: Maximum 2 weeks.
Conditions of entitlement - employment-related conditions:
- Ordinary leave: to have (a) been employed continuously by the same employer for at least 26 weeks by the end of: the 15th week before the due date, or the week in which the child’s adopter is notified of having been matched with the child and (b) to have given notice in or before the 15th week before childbirth, or, if adoption, no more than seven days after the date on which the adopter is notified of having been matched with the child, if reasonable, and if the child is expected to be born/matched for adoption before 6th April 2003, 28 days before the beginning of the leave period.
Conditions of entitlement - conditions related to relationship to other family members: Ordinary leave: claimant is either the father of the child or married or partner of the mother of the child, with responsibility to bring up the child.
Other entitlement conditions: -
Other details: While on leave, the father is entitled to the terms and conditions of employment which would have applied if he had not been absent, except for remuneration.
The claimant may carry out up to ten days’ work for his employer during the additional paternity leave period without bringing the additional paternity leave period to an end.
Territorial application: England and Wales.
Year: 2014
Focus of Amendments to Policy: Addition of Shared Parental Leave - affects many indicators
Legislative basis: Children and Families Act 2014, SI 2014/3050
Valid from: 01 December 2014
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: Father/partner of adopter
General Functioning/Structure: The claimant may be able to get Shared Parental Leave (SPL) and Statutory Shared Parental Pay (ShPP) if his baby is due on or after 5th April 2015 and the claimant and his partner are eligible.
Non-monetary entitlements
Types of entitlement: Shared parental leave
Period of entitlement:
- Shared Parental Leave for father: between birth and the baby’s first birthday. Available up to three blocks of leave, unless employers agrees to more and shorter blocks.
Length of entitlement: Shared Parental Leave for father:
- If the mother is entitled to maternity/adoption leave: 52 weeks minus any week of maternity/adoption leave taken, minus any shared parental leave (adoption) taken by her.
- If the mother is not entitled to maternity/adoption leave but entitled to statutory maternity pay: 52 weeks less the number of weeks of statutory maternity/adoption pay payable to the mother before she returns to work.
- If the mother is not entitled to maternity/adoption leave but entitled to maternity allowance: 52 weeks less the number of weeks of maternity allowance payable to the mother before she returns to work.
- The minimum length is one week.
Conditions of entitlement - employment-related conditions:
- Entitlement for shared Parental Leave for father: to have (a) been employed continuously by the same employer for at least 26 weeks by the end of the relevant week [for childbirth: 15th week before the due date; for adoption the week in which the claimant was notified of having been matched for adoption with child] and (b) to stay with the same employer until the week before any period of shared parental leave.
Conditions of entitlement - conditions related to relationship to other family members: Entitlement for Shared Parental Leave for father:
- Child responsibility: The claimant must share responsibility for the child with the husband, wife, civil partner, or the child other’s parent, or your partner if they live with you and the child.
- Conditions of partner (mother or adopter): (a) Employment: to have been working for at least 26 weeks during the 66 weeks before the week the baby’s due (no need to be in a row) or the week in which the claimant has been notified of having matched for adoption with the child. There is no need to be working at date of birth or when claimant starts Shared Parental Leave; (b) Earnings: to have earned at least £390 in total in 13 of the 66 weeks (add up the highest paying weeks, they don’t need to be in a row). This can be as an employee, worker or self-employed person; (c) Child responsibility: to have main responsibility of the child, together with the father.
Other entitlement conditions: Entitlement for Shared Parental Leave for father:
- Leave conditions: either (a) the mother must be eligible for maternity/adoption Leave and has returned to work before the end of her leave, or (b) the mother is not eligible for maternity/adoption leave but she is eligible for statutory maternity/adoption pay and has ended it before the end, or (c) the mother is not eligible for maternity/adoption leave but she is eligible for maternity/adoption allowance and has ended it before the end.
- Conditions to start: (a) once the child has been born/placed for adoption, and (b) once the mother either curtails maternity/adoption leave before the end of her statutory maternity/adoption leave, or gives the employer binding notice of the date she is planning to curtail leave, and (c) the mother can’t return to work before the end of the two compulsory weeks of leave following childbirth, and (d) to give employer notice of at least 8 weeks before the start of the leave.
Other details: SPLIT days: the father and his partner can each work up to 20 days while he is taking Shared Parental Leave. These are called ‘Shared Parental Leave in touch’ (or SPLIT) days. These days are in addition to the 10 ‘keeping in touch’ (or KIT) days available to those on maternity or adoption leave. KIT and SPLIT days are optional - both the father and his employer must agree to them.
Both parents may be absent at the same time.
Territorial application: England and Wales.
Adoption Leave
Year: 2002
Focus of Amendments to Policy: -
Legislative basis: Employment Act 2002, SI 2002/2788
Valid from: 08 December 2002
Valid until: 30 September 2006
Valid from - childbirth-related date: 06 April 2003
Valid until - childbirth-related date: 01 April 2007
Recipient: Child’s adopter
General Functioning/Structure: When the claimant takes time off to adopt a child he/she might be eligible for leave.
Non-monetary entitlements
Types of entitlement: Ordinary adoption leave, Additional adoption leave.
Period of entitlement:
- Ordinary Adoption leave: the date on which the child is placed with the claimant for adoption or a predetermined date, specified in a notice, which is no more than 14 days before the date on which the child is expected to be placed with the claimant and no later than that date. In case where the claimant was notified of having been matched with the child before 6th April 2003, he may choose to begin a period of leave only on a predetermined date, specified in a notice, which is after 6th April 2003 and at least 28 days after the date on which that notice is given.
- Additional Adoption leave: Starts on the day after the last day of his ordinary adoption leave period.
Length of entitlement:
- Ordinary adoption leave: 26 weeks.
- Additional adoption leave: 26 weeks.
Conditions of entitlement - employment-related conditions:
- Ordinary adoption leave: to have been continuously employed for a period of not less than 26 weeks ending with the week in which the claimant was notified of having been matched with the child.
Conditions of entitlement - conditions related to relationship to other family members:
- Ordinary adoption leave: to be the child’s adopter.
- Additional adoption leave: to have a child placed with the child's adopter for adoption.
Other entitlement conditions: Additional adoption leave: the child's adopter took ordinary leave and it did not end prematurely.
Other details: While on leave, the employee is entitled to the terms and conditions of employment which would have applied if he had not been absent, except for remuneration.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2006
Focus of Amendments to Policy: Other details - to allow for work done during leave.
Legislative basis: SI 2006/2014
Valid from: 01 October 2006
Valid until: ongoing
Valid from - childbirth-related date: 01 April 2007
Valid until - childbirth-related date: 04 April 2015
Recipient: Child's adopter
General Functioning/Structure: When the claimant takes time off to adopt a child he/she might be eligible for leave.
Non-monetary entitlements
Types of entitlement: Ordinary adoption leave, Additional adoption leave.
Period of entitlement:
- Ordinary Adoption leave: the date on which the child is placed with the claimant for adoption or a predetermined date, specified in a notice, which is no more than 14 days before the date on which the child is expected to be placed with the claimant and no later than that date. In case where the claimant was notified of having been matched with the child before 6th April 2003, he may choose to begin a period of leave only on a predetermined date, specified in a notice, which is after 6th April 2003 and at least 28 days after the date on which that notice is given.
- Additional Adoption leave: Starts on the day after the last day of his ordinary adoption leave period.
Length of entitlement:
- Ordinary adoption leave: 26 weeks.
- Additional adoption leave: 26 weeks.
Conditions of entitlement - employment-related conditions:
- Ordinary adoption leave: to have been continuously employed for a period of not less than 26 weeks ending with the week in which the claimant was notified of having been matched with the child.
Conditions of entitlement - conditions related to relationship to other family members:
- Ordinary adoption leave: to be the child’s adopter.
- Additional adoption leave: to have a child placed with the child's adopter for adoption.
Other entitlement conditions: Additional adoption leave: the child's adopter took ordinary leave and it did not end prematurely.
Other details: While on leave, the employee is entitled to the terms and conditions of employment which would have applied if he had not been absent, except for remuneration. An employee may carry out up to 10 days’ work for his employer during his statutory adoption leave period without bringing his statutory adoption leave to an end.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2014
Focus of Amendments to Policy: Employment-related conditions
Legislative basis: SI 2014/2112
Valid from: 05 April 2015
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: Child's adopter
General Functioning/Structure: When the claimant takes time off to adopt a child he/she might be eligible for leave.
Non-monetary entitlements
Types of entitlement: Ordinary adoption leave, Additional adoption leave.
Period of entitlement:
- Ordinary Adoption leave: the date on which the child is placed with the claimant for adoption or a predetermined date, specified in a notice, which is no more than 14 days before the date on which the child is expected to be placed with the claimant and no later than that date. In case where the claimant was notified of having been matched with the child before 6th April 2003, he may choose to begin a period of leave only on a predetermined date, specified in a notice, which is after 6th April 2003 and at least 28 days after the date on which that notice is given.
- Additional Adoption leave: Starts on the day after the last day of his ordinary adoption leave period.
Length of entitlement:
- Ordinary adoption leave: 26 weeks.
- Additional adoption leave: 26 weeks.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members:
- Ordinary adoption leave: to be the child’s adopter.
- Additional adoption leave: to have a child placed with the child's adopter for adoption.
Other entitlement conditions: Additional adoption leave: the child's adopter took ordinary leave and it did not end prematurely.
Other details: While on leave, the employee is entitled to the terms and conditions of employment which would have applied if he had not been absent, except for remuneration. An employee may carry out up to 10 days’ work for his employer during his statutory adoption leave period without bringing his statutory adoption leave to an end.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2014
Focus of Amendments to Policy: Addition of Shared Parental Leave
Legislative basis: Children and Families Act 2014, SI 2014/3050.
Valid from: 01 December 2014
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: Child's adopter
General Functioning/Structure: The claimant may be able to get Shared Parental Leave (SPL) and Statutory Shared Parental Pay (ShPP) if: a) the baby is due on or after 5th April 2015 or if the claimant adopts a child placed for adoption on or after 5th April 2015 and b) the claimant and his/her partner are eligible.
Non-monetary entitlements
Types of entitlement: Shared parental leave
Period of entitlement:
- Shared Parental Leave for mother: between birth and the baby’s first birthday. Available up to three blocks of leave, unless employers agrees to more and shorter blocks.
Length of entitlement:
- Shared parental leave for mother: 52 weeks minus any week of maternity/adoption leave taken, minus any shared parental leave (adoption) taken by the partner.
- Minimum length is one week.
Conditions of entitlement - employment-related conditions: 'Entitlement to Shared Parental leave for mother:
- To have been employed continuously by the same employer for at least 26 weeks by the end of the relevant week [for childbirth: 15th week before the due date; for adoption the week in which the claimant was notified of having been matched for adoption with child]. And to stay with the same employer until the week before any period of shared parental leave.
Conditions of entitlement - conditions related to relationship to other family members: Entitlement to Shared Parental leave for mother:
- Child responsibility: The claimant must share responsibility for the child with the husband, wife, civil partner, or the child other’s parent, or your partner if they live with you and the child.
- Conditions of partner: (a) Employment: to have been working for at least 26 weeks during the 66 weeks before the week the baby’s due (no need to be in a row) or the week in which the claimant has been notified of having matched for adoption with the child. There is no need to be working at date of birth or when claimant starts SPL. (b) Earnings: to have earned at least £390 in total in 13 of the 66 weeks (the claimant can add up the highest paying weeks, they don’t need to be in a row). This can be as an employee, worker or self-employed person.
Other entitlement conditions: Entitlement to Shared Parental leave for mother:
- Leave conditions: the mother must be eligible for maternity/adoption Leave.
- Conditions to start: (a) Once the child has been born/placed for adoption, and (b) once the mother either curtails maternity/adoption leave before the end of her statutory maternity/adoption leave or gives the employer binding notice of the date she is planning to curtail leave, and (c) the mother can’t return to work before the end of the two compulsory weeks of leave following childbirth and (d) to give employer notice of at least 8 weeks before the start of the leave.
Other details: For Shared Parental Leave for mother:
-
SPLIT days: the mother and her partner can each work up to 20 days while she is taking Shared Parental Leave. These are called ‘Shared Parental Leave in touch’ (or SPLIT) days. These days are in addition to the 10 ‘keeping in touch’ (or KIT) days available to those on maternity or adoption leave. KIT and SPLIT days are optional - both you and your employer must agree to them.
-
Both parents may take leave at the same time.
Territorial application: England and Wales.
Maternity Allowance
Year: 1994
Focus of Amendments to Policy: -
Legislative basis: Social Security Contributions and Benefits Act 1992, SI 1994/1230, SI 1994/1367
Valid from: 11 June 1994
Valid until: 01 April 2000
Valid from - childbirth-related date: 16 October 1994
Valid until - childbirth-related date: 20 August 2000
Recipient: Mother
General Functioning/Structure: When the claimant takes time off to have a baby, she may be elegible for pay. Maternity allowance is usually paid if the claimant does not qualify for Statutory Maternity Pay (SMP). The amount one can get depends on eligibility.
Monetary entitlements
Period of entitlement: To begin the 11th week before the expected week of confinement.
Length of entitlement: 18 weeks.
Rate of entitlement: Two possible rates:
- If a woman is engaged in employment as an employed earner in the week immediately preceding the 14th week before the expected week of confinement, the higher of (a) The lower rate of statutory maternity pay for the time being, (b) the fixed weekly rate specified in Schedule 4, Part I, paragraph 4 of the SSCB Act 1992 (which increases gradually with time with statutory orders of up-rating benefits).
- In any other case: the fixed weekly rate specified in Schedule 4, Part I, paragraph 4 of the SSCB Act 1992 (which increases gradually with time with SI orders of up-rating benefits).
Other details:-
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: The mother has been engaged in employment as an employed or self-employed earner for at least 26 weeks in the 66 weeks immediately preceding the expected week of confinement.
Conditions of entitlement - earnings-related conditions: The claimant must, in respect of at least 26 weeks in the 66 weeks immediately preceding the expected week of confinement, have actually paid contributions of a relevant class.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: The mother has become pregnant and has reached, or been confined before reaching, the commencement of the 11th week before the expected week of confinement.
Other entitlement conditions: The claimant is not entitled to statutory maternity pay for the same week in respect of the same pregnancy.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 1999
Focus of Amendments to Policy: Earnings-related conditions, Rates of entitlements.
Legislative basis: The Welfare Reform and Pensions Act 1999, SI 1999/3309.
Valid from: 02 April 2000
Valid until: 05 April 2003
Valid from - childbirth-related date: 20 August 2000
Valid until - childbirth-related date: 06 April 2003
Recipient: Mother
General Functioning/Structure: When the claimant takes time off to have a baby, she may be elegible for pay. Maternity allowance is usually paid if the claimant does not qualify for Statutory Maternity Pay (SMP). The amount one can get depends on eligibility.
Monetary entitlements
Period of entitlement: To begin the 11th week before the expected week of confinement.
Length of entitlement: 18 weeks.
Rate of entitlement: Two possible rates:
- Where the woman’s average weekly earnings are not less than the lower earnings limit for the relevant tax year, the appropriate weekly rate is a weekly rate equal to the lower rate of statutory maternity pay for the time being (prescribed under section 166(3) of SSCBA92).
- Where the woman’s average weekly earnings are less than the lower earnings limit for the relevant tax year, but are not less than the maternity allowance threshold for that tax year, the appropriate weekly rate is a weekly rate equivalent to 90 per cent of her average weekly earnings or (if lower) the rate specified above.
Other details: -
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: The mother has been engaged in employment as an employed or self-employed earner for at least 26 weeks in the 66 weeks immediately preceding the expected week of confinement.
Conditions of entitlement - earnings-related conditions: To be earning below the lower earnings limit for National Insurance (NI) contributions but earning the same or above the maternity allowance threshold for 13 out of 66 weeks immediately preceding the expected week of confinement (which at the time of writing the legislation is £30).
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: The mother has become pregnant and has reached, or been confined before reaching, the commencement of the 11th week before the expected week of confinement.
Other entitlement conditions: The claimant is not entitled to statutory maternity pay for the same week in respect of the same pregnancy.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2002
Focus of Amendments to Policy: Rate of entitlement, Length of entitlement
Legislative basis: Employment Act 2002, SI 2002/2866, SI 2002/2690.
Valid from: 06 April 2003
Valid until: 30 September 2006
Valid from - childbirth-related date: 06 April 2003
Valid until - childbirth-related date: 01 April 2007
Recipient: Mother
General Functioning/Structure: When the claimant takes time off to have a baby, she may be elegible for pay. Maternity allowance is usually paid if the claimant does not qualify for Statutory Maternity Pay (SMP). The amount one can get depends on eligibility.
Monetary entitlements
Period of entitlement: To begin the 11th week before the expected week of confinement.
Length of entitlement: 26 weeks.
Rate of entitlement: The lower of (a) a weekly rate equivalent to 90 per cent of the woman’s average weekly earnings and (b) the weekly rate for the time being (which is prescribed under section 166(1)(b) of SSCB Act 1992 modified by section 19 of Employment Act 2002 and periodically updated using Social Security Benefits Up-rating Orders).
Other details: -
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: The mother has been engaged in employment as an employed or self-employed earner for at least 26 weeks in the 66 weeks immediately preceding the expected week of confinement.
Conditions of entitlement - earnings-related conditions: To be earning below the lower earnings limit for National Insurance (NI) contributions but earning the same or above the maternity allowance threshold for 13 out of 66 weeks immediately preceding the expected week of confinement (which at the time of writing the legislation is £30).
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: The mother has become pregnant and has reached, or been confined before reaching, the commencement of the 11th week before the expected week of confinement.
Other entitlement conditions: The claimant is not entitled to statutory maternity pay for the same week in respect of the same pregnancy.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2006
Focus of Amendments to Policy: Length of entitlement, Period of entitlement, Other entitlement conditions.
Legislative basis: Work and Families Act 2006, SI2006/2379.
Valid from: 01 October 2006
Valid until: 31 March 2014
Valid from - childbirth-related date: 01 April 2007
Valid until - childbirth-related date: 27 July 2014
Recipient: Mother
General Functioning/Structure: When the claimant takes time off to have a baby, she may be elegible for pay. Maternity allowance is usually paid if the claimant does not qualify for Statutory Maternity Pay (SMP). The amount one can get depends on eligibility.
Monetary entitlements
Period of entitlement: To begin the 11th week before the expected week of confinement.
Length of entitlement: 39 weeks.
Rate of entitlement: The lower of (a) a weekly rate equivalent to 90 per cent of the woman’s average weekly earnings and (b) the weekly rate for the time being (which is prescribed under section 166(1)(b) of SSCB Act 1992 modified by section 19 of Employment Act 2002 and periodically updated using Social Security Benefits Up-rating Orders).
Other details: Working for not more than 10 days and receive Maternity Allowance (MA): a woman receiving maternity allowance will be able to work as an employed or self-employed earner for up to 10 days in her maternity allowance payment period without losing any of it.
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: The mother has been engaged in employment as an employed or self-employed earner for at least 26 weeks in the 66 weeks immediately preceding the expected week of confinement.
Conditions of entitlement - earnings-related conditions: To be earning below the lower earnings limit for National Insurance (NI) contributions but earning the same or above the maternity allowance threshold for 13 out of 66 weeks immediately preceding the expected week of confinement (which at the time of writing the legislation is £30).
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: The mother has become pregnant and has reached, or been confined before reaching, the commencement of the 11th week before the expected week of confinement.
Other entitlement conditions: The claimant is not entitled to statutory maternity pay for the same week in respect of the same pregnancy.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2014
Focus of Amendments to Policy: Inclusion of participating wife or civil partner of self-employed earner in the legislations.
Legislative basis: SI 2014/606
Valid from: 01 April 2014
Valid until: ongoing
Valid from - childbirth-related date: 27 July 2014
Valid until - childbirth-related date: ongoing
Recipient: Mother
General Functioning/Structure: When the claimant takes time off to have a baby, she may be elegible for pay. Maternity allowance is usually paid if the claimant does not qualify for Statutory Maternity Pay (SMP). The amount one can get depends on eligibility.
Monetary entitlements
Period of entitlement: To begin the 11th week before the expected week of confinement.
Length of entitlement:
- For employed or self-employed earner: 39 weeks.
- For participating wife or civil partner of self-employed earner: 14 weeks.
Rate of entitlement:
- For employed or self-employed earner: The lower of (a) a weekly rate equivalent to 90 per cent of the woman’s average weekly earnings and (b) the weekly rate for the time being prescribed under section 166(1)(b) of SSCB Act 1992 modified by section 19 of Employment Act 2002 and periodically updated using Social Security Benefits Up-rating Orders.
- For participating wife or civil partner of self-employed earner: A weekly rate of 90 per cent of the amount of the maternity allowance threshold (which at the time of writing the legislation is £30) for the tax year in which the week ends.
Other details: Working for not more than 10 days and receive Maternity Allowance (MA): a woman receiving maternity allowance will be able to work as an employed or self-employed earner for up to 10 days in her maternity allowance payment period without losing any of it.
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions:
- For employed or self-employed earner: The mother has been engaged in employment as an employed or self-employed earner for at least 26 weeks in the 66 weeks immediately preceding the expected week of confinement.
- For participating wife or civil partner of self-employed earner: The mother has worked with her spouse or civil partner, who has been engaged in employment as a self-employed earner for at least 26 weeks in the 66 weeks immediately preceding the expected week of confinement.
Conditions of entitlement - earnings-related conditions:
- For employed or self-employed earner: The mother's average weekly earnings for 13 out of 66 weeks immediately preceding the expected week of confinement are not less than the maternity allowance threshold (which at the time of writing the legislation is £30).
- For participating wife or civil partner of self-employed earner: The person for whom the mother has worked is liable to pay a Class 2 contribution in respect of the 26 weeks referred to above (in employment conditions).
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Both for employed or self-employed earner and for participating wife or civil partner of self-employed earner:
The mother has become pregnant and has reached, or been confined before reaching, the commencement of the 11th week before the expected week of confinement.
Other entitlement conditions: Both for employed or self-employed earner and for participating wife or civil partner of self-employed earner: The claimant is not entitled to statutory maternity pay for the same week in respect of the same pregnancy.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2014
Focus of Amendments to Policy: Addition of ShPP - affects most indicators
Legislative basis: Children and Families Act 2014, SI 2014/3051, SI 2014/1640.
Valid from: 30 June 2014
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: Mother
General Functioning/Structure: When the claimant takes time off to have a baby, she may be elegible for pay. Maternity allowance is usually paid if the claimant does not qualify for Statutory Maternity Pay (SMP). The amount one can get depends on eligibility.
Monetary entitlements
Period of entitlement:
- Between birth and the baby’s first birthday.
- Up to three blocks of leave, unless employers agrees to more and shorter blocks.
Length of entitlement:
- Shared Parental Pay: 39 weeks minus any weeks of maternity pay or maternity allowance minus the weeks of shared parental pay that the partner will use.
- Minimum length is one week.
Rate of entitlement: Shared Parental Pay: Prescribed weekly rate (which at the time of this legislation was £139.58 a week) or 90% of your average weekly earnings, whichever is lower.
(This is the same as Statutory Maternity Pay (SMP) except that during the first 6 weeks SMP is paid at 90% of whatever you earn (with no maximum).
Other details:
- Working for not more than 20 days and receive Shared Parental Pay: In a case where a woman does any work under a contract of service with her employer on any day, but for not more than 20 days (whether consecutive or not), during her maternity pay period, shared parental pay shall continue to be payable to the employee by the employer.
- Both parents may be absent at the same time.
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions:
- Conditions for claimant: (a) to have been employed continuously by the same employer for at least 26 weeks by the end of the relevant week [for childbirth: 15th week before the due date; for adoption the week in which the claimant was notified of having been matched for adoption with the child], and (b) to stay with the same employer until the week before any period of shared parental leave.
- Conditions for partner: To have been working for at least 26 weeks during the 66 weeks before the week the baby’s due (no need to be in a row) or the week in which the claimant has been notified of having matched for adoption with the child.
Conditions of entitlement - earnings-related conditions: Shared Parental Pay:
- Conditions for claimant: To have normal weekly earnings for the period of 8 weeks ending with the relevant week are not less than the lower earnings limit for Class 1 contributions specified in regulations.
- Conditions for partner: To have average weekly earnings (determined in accordance with legislation) of not less than the amount set out in section 35A(6A) (state maternity allowance) of the 1992 Act(b) in relation to the tax year before the tax year containing the calculation week.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Shared Parental Pay: The claimant must share responsibility for the child with the husband, wife, civil partner, or the child other’s parent, or your partner if they live with you and the child.
Other entitlement conditions: Shared Parental Pay: (a) the mother must be eligible for Statutory Maternity/adoption Pay or maternity allowance and (b) the mother must stop getting statutory maternity/adoption pay or maternity allowance.
Territorial application: England and Wales.
Statutory Maternity Pay
Year: 1994
Focus of Amendments to Policy: -
Legislative basis: Social Security Contributions and Benefits Act 1992, SI 1994/1230, SI 1994/1367.
Valid from: 11 June 1994
Valid until: 05 April 2003
Valid from - childbirth-related date: 16 October 1994
Valid until - childbirth-related date: 06 April 2003
Recipient: Mother
General Functioning/Structure: When the claimant takes time off to have a baby, she may be elegible for pay. The rules on eligibility and the amount one can get vary. What follows is the legal minimum employers must pay to their employees.
Monetary entitlements
Type of entitlement: -
Period of entitlement: Starting no earlier the 11th week before the expected week of confinement.
Length of entitlement: 18 weeks.
Rate of entitlement:
- A higher rate which is 90% of her normal weekly earnings for the period of 8 weeks immediately preceding the 14th week before confinement or the weekly rate prescribed below in the lower rate; to be paid in respect of the first 6 weeks in respect of which it is payable.
- A lower weekly rate as may be prescribed (£52.50 in 1994), which must not be less than the weekly rate of statutory sick pay for the time being or, if two or more such rates are for the time being so specified, the higher or highest of those rates. To be paid to women in respect of the portion of the maternity pay period after the end of that 6 week period.
Other details: -
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: The mother has been in employed earner's employment with an employer for a continuous period of at least 26 weeks ending with the week immediately preceding the 14th week before the expected week of confinement but has ceased to work for him, wholly or partly because of pregnancy or confinement.
Conditions of entitlement - earnings-related conditions: The normal weekly earnings for the period of 8 weeks ending with the week immediately preceding the 14th week before the expected week of confinement are not less than the lower earnings limit for Class 1 contributions specified in regulations immediately before the commencement of the 14th week before the expected week of confinement.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: The mother has become pregnant and has reached, or been confined before reaching, the commencement of the 11th week before the expected week of confinement.
Other entitlement conditions: -
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2002
Focus of Amendments to Policy: Conditions of entitlement - employment -related conditions, Length of entitlement, Rate of entitlement.
Legislative basis: Employment Act 2002, SI 2002/2866, SI 2002/2690.
Valid from: 06 April 2003
Valid until: 30 September 2006
Valid from - childbirth-related date: 06 April 2003
Valid until - childbirth-related date: 01 April 2007
Recipient: Mother
General Functioning/Structure: When the claimant takes time off to have a baby, she may be eligible for pay. The rules on eligibility and the amount one can get vary. What follows is the legal minimum employers must pay to their employees.
Monetary entitlements
Type of entitlement: -
Period of entitlement: Starting no earlier the 11th week before the expected week of confinement.
Length of entitlement: 26 weeks.
Rate of entitlement:
- A higher rate which is 90% of her normal weekly earnings for the period of 8 weeks immediately preceding the 14th week before confinement; to be paid in respect of the first 6 weeks in respect of which it is payable.
- At whichever is the lower of the earnings-related rate and such weekly rate as may be prescribed, in respect of the remaining portion of the maternity pay period. This rate must not be less than the weekly rate of statutory sick pay for the time being or, if two or more such rates are for the time being so specified, the higher or highest of those rates.
Other details: -
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: The mother has been in employed earner's employment with an employer for a continuous period of at least 26 weeks ending with the week immediately preceding the 14th week before the expected week of confinement but has ceased to work for him.
Conditions of entitlement - earnings-related conditions: The normal weekly earnings for the period of 8 weeks ending with the week immediately preceding the 14th week before the expected week of confinement are not less than the lower earnings limit for Class 1 contributions specified in regulations immediately before the commencement of the 14th week before the expected week of confinement.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: The mother has become pregnant and has reached, or been confined before reaching, the commencement of the 11th week before the expected week of confinement.
Other entitlement conditions: -
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2006
Focus of Amendments to Policy: Period of entitlement, Length of entitlement, Other details.
Legislative basis: Work and Families Act 2006, SI 2006/2379.
Valid from: 01 October 2006
Valid until: ongoing
Valid from - childbirth-related date: 01 April 2007
Valid until - childbirth-related date: ongoing
Recipient: Mother
General Functioning/Structure: When the claimant takes time off to have a baby, she may be elegible for pay. The rules on eligibility and the amount one can get vary. What follows is the legal minimum employers must pay to their employees.
Monetary entitlements
Type of entitlement: -
Period of entitlement: Starting no earlier the 11th week before the expected week of confinement.
Length of entitlement: 39 weeks.
Rate of entitlement:
- A higher rate which is 90% of her normal weekly earnings for the period of 8 weeks immediately preceding the 14th week before confinement; to be paid in respect of the first 6 weeks in respect of which it is payable.
- At whichever is the lower of the earnings-related rate and such weekly rate as may be prescribed, in respect of the remaining portion of the maternity pay period. This rate must not be less than the weekly rate of statutory sick pay for the time being or, if two or more such rates are for the time being so specified, the higher or highest of those rates.
Other details: Working for not more than 10 days and receive Statutory Maternity Pay: In a case where a claimant does any work under a contract of service with her employer on any day, but for not more than 10 days (whether consecutive or not), during her maternity pay period, statutory maternity pay shall continue to be payable to the claimant by the employer.
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: The mother has been in employed earner's employment with an employer for a continuous period of at least 26 weeks ending with the week immediately preceding the 14th week before the expected week of confinement but has ceased to work for him.
Conditions of entitlement - earnings-related conditions: The normal weekly earnings for the period of 8 weeks ending with the week immediately preceding the 14th week before the expected week of confinement are not less than the lower earnings limit for Class 1 contributions specified in regulations immediately before the commencement of the 14th week before the expected week of confinement.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: The mother has become pregnant and has reached, or been confined before reaching, the commencement of the 11th week before the expected week of confinement.
Other entitlement conditions: -
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2014
Focus of Amendments to Policy: Addition of Shared Parental Pay - affects most indicators
Legislative basis: Children and Families Act 2014, SI 2014/3051, SI 2014/1640.
Valid from: 01 December 2014.
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: Mother
General Functioning/Structure: When the claimant takes time off to have a baby, she may be elegible for pay. The rules on eligibility and the amount one can get vary. What follows is the legal minimum employers must pay to their employees.
Monetary entitlements
Type of entitlement: -
Period of entitlement:
- Between birth and the baby’s first birthday.
- Up to three blocks of leave, unless employers agrees to more and shorter blocks.
Length of entitlement:
- Shared Parental Pay: 39 weeks minus any weeks of maternity pay or maternity allowance minus the weeks of shared parental pay that the partner will use.
- To use between birth and the baby’s first birthday.
- Minimum length is one week.
Rate of entitlement: Shared Parental Pay: Prescribed weekly rate (which at the time of this legislation was £139.58 a week) or 90% of your average weekly earnings, whichever is lower. This is the same as Statutory Maternity Pay (SMP) except that during the first 6 weeks SMP is paid at 90% of whatever you earn (with no maximum).
Other details: Working for not more than 20 days and receive Shared Parental Pay: In a case where a claimant does any work under a contract of service with her employer on any day, but for not more than 20 days (whether consecutive or not), during her maternity pay period, shared parental pay shall continue to be payable to the claimant by the employer. Both parents may be absent at the same time.
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions:
- Conditions for claimant: (a) to have been employed continuously by the same employer for at least 26 weeks by the end of the relevant week [for childbirth: 15th week before the due date; for adoption the week in which the claimant was notified of having been matched for adoption with the child], and (b) to stay with the same employer until the week before any period of shared parental leave.
- Conditions for partner: To have been working for at least 26 weeks during the 66 weeks before the week the baby’s due (no need to be in a row) or the week in which the claimant has been notified of having matched for adoption with the child.
Conditions of entitlement - earnings-related conditions:
- Conditions for claimant: the normal weekly earnings for the period of 8 weeks ending with the relevant week are not less than the lower earnings limit for Class 1 contributions specified in regulations.
- Conditions for partner: to have average weekly earnings (determined in accordance with legislation) of not less than the amount set out in section 35A(6A) (state maternity allowance) of the 1992 Act(b) in relation to the tax year before the tax year containing the calculation week.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Shared Parental Pay: The claimant must share responsibility for the child with the husband, wife, civil partner, or the child other’s parent, or your partner if they live with you and the child.
Other entitlement conditions: Shared Parental Pay: (a) the mother must be eligible for Statutory Maternity/adoption Pay or maternity allowance and (b) the mother must stop getting statutory maternity/adoption pay or maternity allowance.
Territorial application: England and Wales.
Statutory Paternity Pay: birth and adoption
Year: 2002
Focus of Amendments to Policy: -
Legislative basis: Employment Act 2002, SI 2002/2818, SI 2002/2822, SI 2002/2788, SI 2002/2866.
Valid from: 08 December 2002
Valid until: 05 April 2010
Valid from - childbirth-related date: 06 April 2003
Valid until - childbirth-related date: 03 April 2011
Recipient: Father/partner of adopter
General Functioning/Structure: A claimant may be eligible for paternity pay when taking time off because his partner’s having a baby, adopting a child or having a baby through a surrogacy arrangement.
Monetary entitlements
Type of entitlement: -
Period of entitlement:
- Earliest that it can start: the date of the child’s birth/date of child’s placement for adoption.
- The latest it can end: 56 days after the birth/ date of child’s placement for adoption.
Length of entitlement: Maximum two consecutive weeks within the qualifying period.
Rate of entitlement:
- For childbirth or adoption before 6th April 2015: £75.
- For childbirth or adoption on or after 6th April 2015: the smallest of a prescribed weekly rate (which at the time of legislation was £100) and 90% of normal weekly earnings.
Other details: -
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions:
- To have been employed continuously by the same employer for at least 26 weeks by the end of the 15th week before the due date.
- To be employed by your employer up to the date of birth.
- Notice needs to be given at least 28 days before the paternity leave date.
Conditions of entitlement - earnings-related conditions: Normal weekly earnings for the period of 8 weeks ending with the 15th week before the expected week of confinement are not less than the lower earnings limit for Class 1 contributions specified in regulations at the end of the 15th week.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Claimant is either the father of the child or married or partner of the mother of the child/ child’s adopter, with responsibility to bring up the child.
Other entitlement conditions: -
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2010
Focus of Amendments to Policy: Type of entitlement - addition of additional paternity pay period - affects many indicators, addition of ability to work.
Legislative basis: Work and Families Act 2006, SI 2010/128, SI 2010/495, SI 2010/1056, SI 2010/1060.
Valid from: 06 April 2010
Valid until: 04 April 2015
Valid from - childbirth-related date: 03 April 2011
Valid until - childbirth-related date: 05 April 2015
Recipient: Father/partner of adopter
General Functioning/Structure: A claimant may be eligible for paternity pay when taking time off because his partner’s having a baby, adopting a child or having a baby through a surrogacy arrangement.
Monetary entitlements
Type of entitlement: Ordinary statutory pay, Additional statutory pay.
Period of entitlement:
- Ordinary statutory pay: the earliest it can start: the date of the child’s birth/date of child’s placement for adoption. The latest it can end is 56 days after the birth/ date of child’s placement for adoption.
- Additional statutory pay: the earliest that it can start is no earlier than 20 weeks after the date on which the child is born or placed for adoption.
Length of entitlement:
- Ordinary statutory pay: maximum two consecutive weeks within the qualifying period.
- Additional statutory pay: maximum 26 weeks within the qualifying period.
Rate of entitlement: The smaller of a prescribed weekly rate (which at the time of legislation was £124.88) and 90% of the employee's normal weekly earnings.
Other details: -
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions:
- Ordinary statutory pay: to have (a) been employed continuously by the same employer for at least 26 weeks by the end of the 15th week before the due date and (b) to be employed by your employer up to the date of birth. Notice needs to be given at least 28 days before the paternity leave date.
- Additional statutory pay: to have (a) been continuously employed with an employer for a period of not less than 26 weeks ending with the relevant week [15th week before the expected week of confinement /week in which the claimant was notified of having been matched with the child]; and (b) to remain in continuous employment with that employer until the week before the first week of paternity additional statutory pay and (c) to give notice minimum 8 weeks before the additional statutory pay is taken.
Conditions of entitlement - earnings-related conditions:
- Ordinary Statutory pay: Normal weekly earnings for the period of 8 weeks ending with the 15th week before the expected week of confinement need to be not less than the lower earnings limit for Class 1 contributions specified in regulations at the end of the 15th week.
- Additional statutory pay: normal weekly earnings for the period of 8 weeks ending with the relevant week need to be not less than the lower earnings limit for Class 1 contributions specified in regulations at the end of the relevant week.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Ordinary and additional statutory pay: claimant is either father/matched with the child or married or partner of the mother/person matched with the child, with responsibility to bring up the child.
Other entitlement conditions: Additional statutory pay: The mother needs to be entitled to one or more of the following: statutory maternity pay/statutory adoption pay or maternity allowance and has returned to work not less than two weeks after the birth of the child and has at least two weeks of her maternity allowance period which remain unexpired.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2015
Focus of Amendments to Policy: Type of entitlement - deletion of additional paternity pay (to prepare for Shared Parental Pay) - affects many indicators
Legislative basis: Children and Families Act 2014, SI 2014/1640.
Valid from: 05 April 2015
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: Father/partner of adopter
General Functioning/Structure: A claimant may be eligible for paternity pay when taking time off because his partner’s having a baby, adopting a child or having a baby through a surrogacy arrangement.
Monetary entitlements
Type of entitlement: Ordinary statutory pay
Period of entitlement: Ordinary statutory pay: the earliest it can start: the date of the child’s birth/date of child’s placement for adoption. The latest it can end: 56 days after the birth/ date of child’s placement for adoption.
Length of entitlement: Ordinary statutory pay: maximum two consecutive weeks within the qualifying period.
Rate of entitlement: The smaller of a prescribed weekly rate (which at the time of legislation was £124.88) and 90% of the employee's normal weekly earnings.
Other details: -
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: Ordinary statutory pay: to have (a) been employed continuously by the same employer for at least 26 weeks by the end of the 15th week before the due date and (b) to be employed by your employer up to the date of birth.
Notice needs to be given at least 28 days before the paternity leave date.
Conditions of entitlement - earnings-related conditions: Ordinary Statutory pay: Normal weekly earnings for the period of 8 weeks ending with the 15th week before the expected week of confinement need to be not less than the lower earnings limit for Class 1 contributions specified in regulations at the end of the 15th week.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Ordinary and additional statutory pay: claimant is either father/matched with the child or married or partner of the mother/person matched with the child, with responsibility to bring up the child.
Other entitlement conditions: -
Territorial application: England and Wales.
Year: 2015
Focus of Amendments to Policy: Addition of Shared Parental Pay
Legislative basis: Children and Families Act 2014, SI 2014/3051.
Valid from: 01 December 2014
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: Father/partner of adopter
General Functioning/Structure: A claimant may be eligible for paternity pay when taking time off because his partner’s having a baby, adopting a child or having a baby through a surrogacy arrangement .
Monetary entitlements
Type of entitlement: Shared Parental Pay
Period of entitlement:
- Between birth and the baby’s first birthday.
- Up to three blocks of leave, unless employers agrees to more and shorter blocks.
Length of entitlement:
- Shared Parental Pay: 39 weeks minus any weeks of maternity pay or maternity allowance minus the weeks of shared parental pay that the partner will use.
- To use between birth and the baby’s first birthday.
- Minimum length is one week.
Rate of entitlement: Prescribed weekly rate (which at the time of this legislation was £139.58 a week) or 90% of the claimant's average weekly earnings, whichever is lower. This is the same as Statutory Maternity Pay (SMP) except that during the first 6 weeks SMP is paid at 90% of whatever you earn (with no maximum).
Other details: Working for not more than 20 days and receive Shared Parental Pay: In a case where a claimant does any work under a contract of service with her employer on any day, but for not more than 20 days (whether consecutive or not), during her maternity pay period, shared parental pay shall continue to be payable to the claimant by the employer. Both parents may be absent at the same time.
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: Shared Parental Pay for fathers:
- Employment conditions of claimant: to have (a) been employed continuously by the same employer for at least 26 weeks by the end of the relevant week [for childbirth: 15th week before the due date; for adoption the week in which the claimant was notified of having been matched for adoption with the child]; and (c) to stay with the same employer until the week before any period of shared parental leave.
- Employment conditions of partner: to have been working for at least 26 weeks during the 66 weeks before the week the baby’s due (no need to be in a row) or the week in which the claimant has been notified of having matched for adoption with the child.
Conditions of entitlement - earnings-related conditions: Shared Parental Pay for fathers:
- Conditions for claimant: the normal weekly earnings for the period of 8 weeks ending with the relevant week are not less than the lower earnings limit for Class 1 contributions specified in regulations.
- Conditions for partner: to have average weekly earnings (determined in accordance with legislation) of not less than the amount set out in section 35A(6A) (state maternity allowance) of the 1992 Act(b) in relation to the tax year before the tax year containing the calculation week.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Shared Parental Pay for fathers: The claimant must share responsibility for the child with the husband, wife, civil partner, or the child other’s parent, or your partner if they live with you and the child.
Other entitlement conditions: Shared Parental Pay: (a) the mother must be eligible for Statutory Maternity/adoption Pay or maternity allowance and (b) the mother must stop getting statutory maternity/adoption pay or maternity allowance.
Territorial application: England and Wales.
Statutory Adoption Pay
Year: 2002
Focus of Amendments to Policy: -
Legislative basis: Employment Act 2002, SI 2002/2818, SI 2002/2822, SI 2002/2866.
Valid from: 08 December 2002
Valid until: 30 September 2006
Valid from - childbirth-related date: 06 April 2003
Valid until - childbirth-related date: 01 April 2007
Recipient: Parent of adopted children
General Functioning/Structure: When a claimant takes time off to adopt a child he/she might be eligible for Statutory Adoption Pay and Leave.
Monetary entitlements
Type of entitlement:-
Period of entitlement: Not earlier than 14 days before the date on which the child is expected to be placed with him and no later than that date.
Length of entitlement: 26 weeks.
Rate of entitlement: The smallest of a prescribed rate (which at the time of legislation was £100) and 90% of normal weekly earnings.
Other details: -
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: To have been (a) in employed earner’s employment with an employer for a continuous period of at least 26 weeks ending with the week in which the person is notified that he has been matched with the child for the purposes of adoption and (b) to have ceased to work for the employer.
Conditions of entitlement - earnings-related conditions: Normal weekly earnings for the period of 8 weeks ending with the 15th week before the expected week of confinement need to be equal to or above the lower earnings limit applying to National Insurance Contributions (£75 a week from April 2002) at the end of the week in which the person is notified that he has been matched with the child for the purposes of adoption.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Employee is a person with whom a child is, or is expected to be, placed for adoption under the law of any part of the UK.
Other entitlement conditions: If the spouse has elected to receive statutory adoption pay, the claimant cannot receive it. If the claimant has elected to get statutory paternity pay, he can’t elect to get statutory adoption pay.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2006
Focus of Amendments to Policy: Length of entitlement, Other entitlement conditions.
Legislative basis: Work and Families Act 2006, SI 2006/2236, SI 2006/1682.
Valid from: 01 October 2006
Valid until: 04 April 2015
Valid from - childbirth-related date: 01 April 2007
Valid until - childbirth-related date: 05 April 2015
Recipient: Parent of adopted children
General Functioning/Structure: When a claimant takes time off to adopt a child he/she might be eligible for Statutory Adoption Pay and Leave.
Monetary entitlements
Type of entitlement: -
Period of entitlement: Not earlier than 14 days before the date on which the child is expected to be placed with him and no later than that date.
Length of entitlement: 39 weeks.
Rate of entitlement: The smallest of a prescribed rate (which at the time of legislation was £100) and 90% of normal weekly earnings.
Other details: Working during adoption pay period: statutory adoption pay may continue to be paid in the case the claimant works for not more than 10 days.
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: To have been (a) in employed earner’s employment with an employer for a continuous period of at least 26 weeks ending with the week in which the person is notified that he has been matched with the child for the purposes of adoption and (b) to have ceased to work for the employer.
Conditions of entitlement - earnings-related conditions: Normal weekly earnings for the period of 8 weeks ending with the 15th week before the expected week of confinement need to be equal to or above the lower earnings limit applying to National Insurance Contributions (£75 a week from April 2002) at the end of the week in which the person is notified that he has been matched with the child for the purposes of adoption.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Employee is a person with whom a child is, or is expected to be, placed for adoption under the law of any part of the UK.
Other entitlement conditions: If the spouse has elected to receive statutory adoption pay, the claimant cannot receive it. If the claimant has elected to get statutory paternity pay, he can’t elect to get statutory adoption pay.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2015
Focus of Amendments to Policy: Rate of entitlement
Legislative basis: Children and Families Act 2014, SI 2014/1640.
Valid from: 05 April 2015
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: Parent of adopted children
General Functioning/Structure: When a claimant takes time off to adopt a child he/she might be eligible for Statutory Adoption Pay and Leave.
Monetary entitlements
Type of entitlement:-
Period of entitlement: Not earlier than 14 days before the date on which the child is expected to be placed with him and no later than that date.
Length of entitlement: 39 weeks.
Rate of entitlement:
- 90% of normal weekly earnings for the first 6 weeks.
- Whichever is the lower of the 90% of normal weekly earnings and such weekly rate as may be prescribed, in respect of the remaining portion of the adoption pay period.
Other details: Working during adoption pay period: statutory adoption pay may continue to be paid in the case the claimant works for not more than 10 days.
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions: To have been (a) in employed earner’s employment with an employer for a continuous period of at least 26 weeks ending with the week in which the person is notified that he has been matched with the child for the purposes of adoption and (b) to have ceased to work for the employer.
Conditions of entitlement - earnings-related conditions: Normal weekly earnings for the period of 8 weeks ending with the 15th week before the expected week of confinement need to be equal to or above the lower earnings limit applying to National Insurance Contributions (£75 a week from April 2002) at the end of the week in which the person is notified that he has been matched with the child for the purposes of adoption.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Employee is a person with whom a child is, or is expected to be, placed for adoption under the law of any part of the UK.
Other entitlement conditions: If the spouse has elected to receive statutory adoption pay, the claimant cannot receive it. If the claimant has elected to get statutory paternity pay, he can’t elect to get statutory adoption pay.
Territorial application: England and Wales.
Year: 2015
Focus of Amendments to Policy: Addition Shared Parental Pay
Legislative basis: Children and Families Act 2014, SI 2014/3051, SI 2014/1640.
Valid from: 01 December 2014
Valid until: ongoing
Valid from - childbirth-related date: 05 April 2015
Valid until - childbirth-related date: ongoing
Recipient: Parent of adopted children
General Functioning/Structure: When a claimant takes time off to adopt a child he/she might be eligible for Statutory Adoption Pay and Leave.
Monetary entitlements
Type of entitlement:-
Period of entitlement: Not earlier than 14 days before the date on which the child is expected to be placed with him and no later than that date.
Length of entitlement:
- Shared Parental Pay: 39 weeks minus any weeks of maternity pay or maternity allowance minus the weeks of shared parental pay that the partner will use.
- To use between birth and the baby’s first birthday.
- Minimum length is one week.
Rate of entitlement: Shared Parental Pay: Prescribed weekly rate (which at the time of this legislation was £138.18 a week) or 90% of your average weekly earnings, whichever is lower.
Other details: Working for not more than 20 days and receive Shared Parental Pay: In a case where a claimant does any work under a contract of service with her employer on any day, but for not more than 20 days (whether consecutive or not), during her maternity pay period, shared parental pay shall continue to be payable to the claimant by the employer. Both parents may be absent at the same time.
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions:
- Conditions for claimant: to have (a) been employed continuously by the same employer for at least 26 weeks by the end of the relevant week [for childbirth: 15th week before the due date; for adoption the week in which the claimant was notified of having been matched for adoption with the child] and (b) to stay with the same employer until the week before any period of shared parental leave.
- Conditions for partner: to have been working for at least 26 weeks during the 66 weeks before the week the baby’s due (no need to be in a row) or the week in which the claimant has been notified of having matched for adoption with the child.
Conditions of entitlement - earnings-related conditions:
- Conditions for claimant: the normal weekly earnings for the period of 8 weeks ending with the relevant week need to be not less than the lower earnings limit for Class 1 contributions specified in regulations.
- Conditions for partner: to have average weekly earnings (determined in accordance with legislation) of not less than the amount set out in section 35A(6A) (state maternity allowance) of the 1992 Act(b) in relation to the tax year before the tax year containing the calculation week.
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: The claimant must share responsibility for the child with the husband, wife, civil partner, or the child other’s parent, or your partner if they live with you and the child.
Other entitlement conditions: (a) the mother must be eligible for Statutory Maternity/adoption Pay or maternity allowance and (b) the mother must stop getting statutory maternity/adoption pay or maternity allowance.
Territorial application: England and Wales.
Childcare policies
***UNDER CONSTRUCTION***
Note: the years below refer to 'Year of introduction' - 'Valid until'. (E.g. 2002-2005 means that the year of introduction of the policy was in 2002 and this policy did not suffer any significant change in any of its indicators until 2005).
Free Childcare Provision
Year: 1997
Focus of Amendments to Policy: -
Legislative basis: unknown
Valid from: 01 September 1998
Valid until: 31 March 2004
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Qualifying child
General Functioning/Structure: The government sets out regulation to satisfy the duty to secure prescribed nursery education free of charge.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Beginning of free childcare: January, April or September following the child’s fourth birthday.
- End of free childcare: when it reaches compulsory school age (5 year old).
Length of entitlement: 12.5 hours per week for 33 weeks in a year.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Child age: 4 year old.
Other entitlement conditions:-
Other details:-
Territorial application: England.
Year: 2004
Focus of Amendments to Policy: Conditions of entitlement
Legislative basis: School Standards and Framework Act 1998, Education Act 2002, LEA/13372/2004
Valid from: 01 April 2004
Valid until: 31 March 2006
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Qualifying child
General Functioning/Structure: The government sets out regulation to satisfy the duty to secure prescribed nursery education free of charge.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Beginning of free childcare: January, April or September following the child’s third birthday.
- End of free childcare: when it reaches compulsory school age (5 year old).
Length of entitlement: Minimum of five sessions of 2.5 hours per week over 33 weeks. (That is, 12.5 hours per week for 33 weeks in a year).
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Child age: 3-4 year old.
Other entitlement conditions: -
Other details: -
Territorial application: England
Year: 2006
Focus of Amendments to Policy: Length of entitlement
Legislative basis: The 2006 Code of Practice
Valid from: 01 April 2006
Valid until: 31 August 2008
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Qualifying child
General Functioning/Structure: The government sets out regulation to satisfy the duty to secure prescribed nursery education free of charge.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Beginning of free childcare: January, April or September following the child’s third birthday.
- End of free childcare: when it reaches compulsory school age (5 year old).
Length of entitlement: Minimum of 12.5 hours per week for 38 weeks in a year.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Child age: 3-4 year old.
Other entitlement conditions: -
Other details: -
Territorial application: England
Year: 2008
Focus of Amendments to Policy: General functioning
Legislative basis: Childcare Act 2006, SI 2008/785, SI 2008/2261, SI 2008/1724.
Valid from: 01 September 2008
Valid until: 31 August 2010
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Qualifying child
General Functioning/Structure: The government sets out regulation to satisfy the duty to secure prescribed early years provision free of charge.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Beginning of free childcare: January, April or September following the child’s third birthday.
- End of free childcare: when it reaches compulsory school age (5 year old).
Length of entitlement: Minimum of 12.5 hours per week for 38 weeks in a year.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Child age: 3-4 year old.
Other entitlement conditions: -
Other details: -
Territorial application: England
Year: 2010
Focus of Amendments to Policy: Length of entitlement
Legislative basis: SI 2010/301
Valid from: 01 September 2010
Valid until: 31 August 2013
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Qualifying child
General Functioning/Structure: The government sets out regulation to satisfy the duty to secure prescribed early years provision of nursery education free of charge.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Beginning of free childcare: January, April or September following the child’s third birthday.
- End of free childcare: when it reaches compulsory school age (5 year old).
Length of entitlement: Minimum of 570 hours in any year and during no fewer than 38 weeks in any year (that is the equivalent of 15 hours per week for 38 weeks in a year).
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: Child age: 3-4 year old.
Other entitlement conditions: -
Other details: -
Territorial application: England
Year: 2011
Focus of Amendments to Policy: Conditions of entitlement
Legislative basis: Education Act 2011, SI 2012/2488.
Valid from: 01 September 2013
Valid until: 07 September 2014
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Qualifying child
General Functioning/Structure: The government sets out regulation to satisfy the duty to secure prescribed early years provision of nursery education free of charge.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Beginning of free childcare: January, April or September following the child’s third birthday or following the child second birthday.
- End of free childcare: when it reaches compulsory school age (5 year old).
Length of entitlement: Minimum of 570 hours in any year and during no fewer than 38 weeks in any year (that is the equivalent of 15 hours per week for 38 weeks in a year).
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members:
- Child age: 3-4 year old: none.
- Child age: 2 years old: to be within section 512ZB(4) of the Education Act 1996 (provision of free school lunches and milk) or to be a child looked after by the local authority under section 22 of the Children Act 1989.
Other entitlement conditions: -
Other details: -
Territorial application: England
Year: 2014
Focus of Amendments to Policy: Conditions of entitlement
Legislative basis: SI 2013/3193, SI 2014/1705, Children and Famlies Act 2014, SI 2014/2147.
Valid from: 08 September 2014
Valid until: ongoing
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Qualifying child
General Functioning/Structure: The government sets out regulation to satisfy the duty to secure prescribed early years provision of nursery education free of charge.
Non-monetary entitlements
Types of entitlement: -
Period of entitlement:
- Beginning of free childcare: January, April or September following the child’s third birthday or following the child second birthday.
- End of free childcare: when it reaches compulsory school age (5 year old).
Length of entitlement: Minimum of 570 hours in any year and during no fewer than 38 weeks in any year (that is the equivalent of 15 hours per week for 38 weeks in a year).
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members:
- Child age: 3-4 year old: none.
- Child age: 2 years old. There is a need to meet certain eligibility criteria: (a) to be within section 512ZB(4) of the Education Act 1996 (provision of free school lunches and milk), or (b) to be looked after by the local authority under section 22 of the Children Act 1989, or (c) to be a child whose parent is entitled to working tax credit under Part 1 of the Tax Credits Act 2002(2) by virtue of an award which is based on an annual income not exceeding £16,190, or (d) to be a child who has a statement of special educational needs made under section 324 of the Education Act 1996 for whom an EHC plan is prepared under section 37 of the Children and Families Act 2014 (education, health and care plans), or (e) to be a child who is entitled to disability living allowance under section 71 of the Social Security Contributions and Benefits Act 1992(4), or (f) to be a child who has previously been looked after by the local authority under section 22(1) of the Children Act 1989 and is no longer so looked after as a result of the making of one of the following orders: an adoption order, a special guardianship order, a child arrangement order.
Other entitlement conditions:
- The prescribed early years provision for the purposes of section 7(1) of the 2006 Act (duty to secure early years provision free of charge) is early years provision that is provided by an early years provider, other than an excluded provider. Excluded providers include (a) an independent school (other than an Academy within the meaning of section 1A of the Academies Act 2010(1)) which does not meet the standards prescribed under section 157(1) of the Education Act 2002 in relation to the spiritual, moral, social and cultural development of pupils at the school; or (b) an early years provider in relation to whom the local authority has reasonable grounds to believe does not actively promote the fundamental British values of democracy, the rule of law, individual liberty and mutual respect and tolerance of those with different faiths and beliefs; or promotes as evidence-based views or theories which are contrary to established scientific or historical evidence and explanations.
- A local authority can be now required to discharge its duty by making arrangements which secure that an early years provider chosen by a parent provides the early years provision to which the child is entitled (if the early years provider is willing to provide the provision, and to accept the terms imposed by the local authority).
Other details: -
Territorial application: England.
Cash and Tax Allowances policies
Note: the years below refer to 'Year of introduction' - 'Valid until'. (E.g. 2002-2005 means that the year of introduction of the policy was in 2002 and this policy did not suffer any significant change in any of its indicators until 2005).
Family credit / Working Families Tax Credits
Year: 1986
Focus of Amendments to Policy: -
Legislative basis: Social Security Act 1986, Social Security Contributions and Benefits Act 1992, SI 1987/1973, SI 1990/671, SI 1991/1520, SI 1994/1924, SI 1995/1339, SI 1996/599, SI 1997/543.
Valid from: 08 April 1997
Valid until: 01 June 1998
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Working families
General Functioning/Structure: Family credit is a tax-free benefit for low-paid workers with children. It tops up the wages if the claimant is in full-time work. If the claimant has a disability, he or she should consider claiming disability working allowance instead.
Monetary entitlements
Type of entitlement: Claimant credit and child credit.
Period of entitlement: -
Length of entitlement: For 26 weeks.
Rate of entitlement:
- Weekly amount (amount in pounds periodically updated, 1997): basic credit of £47.65, plus credits for each child amounting between £12.05 and £19.95, depending on age, plus credits for each young person amounting between £24.80 and £34.70 depending on age.
- 30-hour credit: from 1995 onwards, there is an additional allowance of £10.55 per week (1997 rate).
Other details: The amount decreases gradually once an income threshold is reached (known as 'tapering').
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions:
- Adult and child tax credit: one adult in the family must work 16 hours per week or more.
- 30-hour tax credit: one adult in the family must work 30 hours per week or more.
- Childcare tax credit: the claimant is a working lone parent, or a member of a couple both of whom work over 16 hours per week or a member of a couple who works over 16 hours per week and the partner is incapacitated.
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income must not exceed £77.15 per week (as per 1997).
- Beyond this threshold, the tapering rate is 70% - that is, for every extra pound, the benefit is reduced by 70%.
- Childcare charges for children up to the age of 11 years may be deducted from any earnings which form part of the claimant’s weekly income, subject to a maximum deduction for any family of up to £60 per week.
Conditions of entitlement – assets/savings-related conditions:
- Capital must be lower or equal to £8,000.
- Whenever capital exceeds £3,000 (but not 6,000), each £250 shall be treated as £1 of income.
Conditions of entitlement - conditions related to relationship to other family members: The claimant or the partner must be responsible for at least one child who is a member of the household.
Other entitlement conditions: Claimant must reside in Great Britain.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 1998
Focus of Amendments to Policy: Income-related conditions
Legislative basis: SI 1997/2793, SI 1999/264.
Valid from: 02 June 1998
Valid until: 04 October 1999
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Working families
General Functioning/Structure: Family credit is a tax-free benefit for low-paid workers with children. It tops up the wages if the claimant is in full-time work. If the claimant has a disability, he or she should consider claiming disability working allowance instead.
Monetary entitlements:
Type of entitlement: Adult tax credit, Child tax credit, 30 hours tax credit, Child care tax credit.
Period of entitlement: -
Length of entitlement: For 26 weeks.
Rate of entitlement:
- Weekly amount (amount in pounds periodically updated, 1997): basic credit of £47.65, plus credits for each child amounting between £12.05 and £19.95, depending on age, plus credits for each young person amounting between £24.80 and £34.70 depending on age.
- 30-hour credit: from 1995 onwards, there is an additional allowance of £10.55 per week (1997 rate).
Other details: The amount decreases gradually once an income threshold is reached (known as 'tapering')
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions:
- Adult and child tax credit: one adult in the family must work 16 hours per week or more.
- 30-hour tax credit: one adult in the family must work 30 hours per week or more.
- Childcare tax credit: the claimant is a working lone parent, or a member of a couple both of whom work over 16 hours per week or a member of a couple who works 16 over hours per week and the partner is incapacitated.
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income must not exceed £80.65 per week (as per 1999).
- Beyond this threshold, the tapering rate is 70% - that is, for every extra pound, the benefit is reduced by 70%.
- Childcare charges for children up to the age of 12 years may be deducted from any earnings which form part of the claimant’s weekly income, subject to a maximum deduction for any family of up to £60 per week if there is one child and up to £100 per week if there is more than one child.
Conditions of entitlement – assets/savings-related conditions:
- Capital must be lower or equal to £8,000.
- Whenever capital exceeds £3,000 (but not 6,000), each £250 shall be treated as £1 of income.
Conditions of entitlement - conditions related to relationship to other family members: The claimant or the partner must be responsible for at least one child who is a member of the household.
Other entitlement conditions: Claimant must reside in Great Britain.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 1999
Focus of Amendments to Policy: Rate of entitlement, Income-related conditions, Name of the policy.
Legislative basis: Tax Credits Act 1999, SI 1999/2566, SI 1999/2487.
Valid from: 05 October 1999
Valid until: 05 April 2003
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Working families
General Functioning/Structure:
-
Working families' tax credits (WFTC) is an allowance paid to low-paid workers with children. It tops up one's wages if the claimant is in full-time work. If the claimant has a disability, he or she should consider claiming disability working allowance instead.
-
The WFTC consist of: a) Adult tax credit and child tax credit elements, which give tax credits through the employer subject to eligibility criteria, b) childcare tax credit element which pays part of childcare costs, c) a 30 hour tax credits, which is payed if more than 30 hours a week are worked.
Monetary entitlements
Type of entitlement: Adult tax credit, Child tax credit, 30 hours tax credit, Childcare tax credit.
Period of entitlement: -
Length of entitlement: For 26 weeks.
Rate of entitlement: Weekly amount (amount in pounds periodically updated, 2002): Basic credit of £60 plus credits for each child at £26.45 and credits for each 16-18 year old at £27.20 plus 30 hour credit of £11.65.
Other details: The amount decreases gradually once an income threshold is reached (known as 'tapering').
Conditions of entitlement - age-related conditions: -
Conditions of entitlement - employment-related conditions:
- Adult and child tax credit: one adult in the family must work 16 hours per week or more.
- 30-hour tax credit: one adult in the family must work 30 hours per week or more.
- Childcare tax credit: the claimant is a working lone parent, or a member of a couple both of whom work over 16 hours per week or a member of a couple who works 16 over hours per week and the partner is incapacitated.
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income must not exceed £94.50 per week (as per 2002).
- Beyond this threshold, the tapering rate is 55% - that is, for every extra pound, the benefit is reduced by 55%.
- 70% of childcare charges for children up to the age of 15 years - 16 if disabled - may be deducted from any earnings which form part of the claimant’s weekly income, subject to a maximum deduction for any family of up to £135 per week if there is one child and up to £200 per week if there is more than one child (as per 2002).
Conditions of entitlement – assets/savings-related conditions:
- Capital must be lower or equal to £8,000.
- Whenever capital exceeds £3,000 (but not 6,000), each £250 shall be treated as £1 of income.
Conditions of entitlement - conditions related to relationship to other family members: The claimant or the partner must be responsible for at least one child who is a member of the household.
Other entitlement conditions: Claimant must reside in the United Kingdom.
Territorial application: United Kingdom.
Children's Tax Credits
Year: 1999
Focus of Amendments to Policy: -
Legislative basis: Income and Corporation Taxes Act 1988, Finance Act 1999.
Valid from: 06 April 2000
Valid until: 05 April 2003
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Working families
General Functioning/Structure: Children's tax credits reduce the income tax bills of income-tax-paying families with children under 16. It has nothing to do with the WFTC and it is subsumed within the Child Tax Credits from April 2003 onwards.
Monetary entitlements
Type of entitlement:-
Period of entitlement: tax year.
Length of entitlement: -
Rate of entitlement: The claimant shall be entitled to an income tax reduction. The reduction shall be calculated by reference to £4,160. Where any part of the claimant’s income for the year of assessment exceeds a stipulated amount, his children’s tax credit for the year shall be calculated as if the amount above were reduced by £2 for every £3 of that part of his income.
Other details: -
Conditions of entitlement - age-related conditions: Age of the child: lower than 16 years old.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions: See rate of entitlement.
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members:
- A qualifying child needs to reside with the claimant during the whole or part of the year of assessment.
- A qualifying child is a child of the claimant who has not attained the age of 16 or a child who has not attained the age of 16 and who is maintained by, and at the expense of, the person for any part of the year of assessment. This includes illegitimate and stepchild.
Other entitlement conditions: -
Territorial application: United Kingdom.
Working Tax Credits
Year: 2002
Focus of Amendments to Policy: -
Legislative basis: Tax Credits Act 2002, SI 2002/2005, SI 2002/2008, SI 2003/654, SI 2003/701, SI 2003/2815, SI 2004/1243, SI 2005/681.
Valid from: 06 April 2003
Valid until: 05 April 2006
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Working adult
General Functioning/Structure: Working Tax Credits is an income-based credit for working adults, with certain eligibility criteria. It abolishes and replaces: Working Families Tax Credits, disabled person´s tax credits and the employment credit of the New Deal 50-plus.
Monetary entitlements
Type of entitlement: Basic element, Disability element, 30 hours element, Second adult element, Lone parent element, Child care element, Severe disability element, 50 plus element.
Period of entitlement: Yearly.
Length of entitlement: 50 plus element cannot be paid for more than 12 consecutive months. Other elements: -
Rate of entitlement:
- All elements except childcare element: Maximum rates in pounds per year (amount in pounds periodically updated, 2005): £1,620 for the basic element, £2,165 for the disability element, £660 for the 30 hours element, £1,595 for the second adult element, £1,595 for the lone parent element, £920 for the severe disability element and £1,110 or £1,660 for the 50 plus element.
Tapering: Above £5,220 reduced by 37p in the pound.
- Child care element (amount in pounds periodically updated, 2005): the maximum rate of the child care element of a working tax credit is 70% of £175/w for one child and £300/w for more than one child.
Other details:
- It is a condition of entitlement to the other elements of working tax credit that the person making the claim for working tax credit is entitled to the basic element.
- Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
Conditions of entitlement - age-related conditions:
- Basic element: claimants with child or disability: 16 to 24years old; claimants with neither children or disability: minimum: 25 years old.
- 50 plus element: to be aged at least 50 years old.
- Other elements: -
Conditions of entitlement - employment-related conditions:
- Basic element: the claimant must (a) be either working 16 hours or more per week and either he or his partner has responsibility for a child or has a disability that puts him or her at a disadvantage in getting a job, (b) qualify for a 50 plus element or (c) be aged at least 25 and undertake not less than 30 hours work per week.
- Disability element: claimant or partner has a disability and works for at least 16 hours per week.
- 30 hours element: (a) a single claimant who works for at least 30 hours per week, or (b) joint claimers and either or both of them work for at least 30 hours per week, or (c) joint claimers and at least one of the claimants is responsible for a child or young adult, and the aggregate number of hours worked is at least 30 hours per week and at least one member of the couple works for 16 hours or more.
- Second adult element: (a) If at least one of the claimants is responsible for a child or young person or at least one of you is entitled to the disability element, the only condition is that the claim is a joint claim, (b) if otherwise, conditions are that the claim is a joint claim, none of the members in the couple are aged 50 or over and none are entitled to the 50-plus element and at least one of the members of the couple works for 30 hours per week.
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2005): £5,220. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members:
- Lone parent element: the claimant is a single claim; and the claimant is responsible for one or more children or qualifying young people.
- Other elements: claimant can be single or partnered.
- Disability element, severe disability element, 50 plus element: If the claim for working tax credit is a joint claim, and both members of the couple satisfy the conditions of entitlement for these elements, the award must include two such elements.
Other entitlement conditions:
- Claimant must reside and must be an ordinary resident in the United Kingdom, and from 1st May 2004 claimants must also have the right to reside in the United Kingdom.
- Disability element and severe disability element: claimant must have a disability.
Territorial application: United Kingdom.
Year: 2006
Focus of Amendments to Policy: Rate of entitlement - childcare element
Legislative basis: SI 2006/963, SI 2005/681, SI 2007/828.
Valid from: 06 April 2006
Valid until: 05 April 2008
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Working adult
General Functioning/Structure: Working Tax Credits is an income-based credit for working adults, with certain eligibility criteria. It abolishes and replaces: Working Families Tax Credits, disabled person´s tax credits and the employment credit of the New Deal 50-plus.
Monetary entitlements
Type of entitlement: Basic element, Disability element, 30 hours element, Second adult element, Lone parent element, Child care element, Severe disability element, 50 plus element.
Period of entitlement: Yearly.
Length of entitlement: 50 plus element cannot be paid for more than 12 consecutive months. Other elements: -
Rate of entitlement:
- All elements except childcare element: Maximum rates in pounds per year (amount in pounds periodically updated, 2007): £1,730 for the basic element, £2,310 for the disability element, £705 for the 30 hours element, £1,700 for the second adult element, £1,700 for the lone parent element, £980 for the severe disability element and £1,185 or £1,770 for the 50 plus element.
Tapering: Above £5,220: reduced by 37p in the pound.
- Child care element (amount in pounds periodically updated, 2007): the maximum rate of the child care element of a working tax credit is 80% of £175/w for one child and £300/w for more than one child.
Other details:
- It is a condition of entitlement to the other elements of working tax credit that the person making the claim for working tax credit is entitled to the basic element.
- Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
Conditions of entitlement - age-related conditions:
- Basic element: claimants with child or disability: 16 to 24years old; claimants with neither children or disability: minimum: 25 years old.
- 50 plus element: to be aged at least 50 years old.
- Other elements: -
Conditions of entitlement - employment-related conditions:
- Basic element: the claimant must (a) be either working 16 hours or more per week and either he or his partner has responsibility for a child or has a disability that puts him or her at a disadvantage in getting a job, (b) qualify for a 50 plus element or (c) be aged at least 25 and undertake not less than 30 hours work per week.
- Disability element: claimant or partner has a disability and works for at least 16 hours per week.
- 30 hours element: (a) a single claimant who works for at least 30 hours per week, or (b) joint claimers and either or both of them work for at least 30 hours per week, or (c) joint claimers and at least one of the claimants is responsible for a child or young adult, and the aggregate number of hours worked is at least 30 hours per week and at least one member of the couple works for 16 hours or more.
- Second adult element: (a) If at least one of the claimants is responsible for a child or young person or at least one of you is entitled to the disability element, the only condition is that the claim is a joint claim, (b) if otherwise, conditions are that the claim is a joint claim, none of the members in the couple are aged 50 or over and none are entitled to the 50-plus element and at least one of the members of the couple works for 30 hours per week.
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2005): £5,220. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members:
- Lone parent element: the claimant is a single claim; and the claimant is responsible for one or more children or qualifying young people.
- Other elements: claimant can be single or partnered.
- Disability element, severe disability element, 50 plus element: If the claim for working tax credit is a joint claim, and both members of the couple satisfy the conditions of entitlement for these elements, the award must include two such elements.
Other entitlement conditions:
- Claimant must reside and must be an ordinary resident in the United Kingdom, and from 1st May 2004 claimants must also have the right to reside in the United Kingdom.
- Disability element and severe disability element: claimant must have a disability.
Territorial application: United Kingdom.
Year: 2008
Focus of Amendments to Policy: Rate of entitlement - tapering rate
Legislative basis: SI 2008/796, SI 2010/981.
Valid from: 06 April 2008
Valid until: 05 April 2011
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Working adult
General Functioning/Structure: Working Tax Credits is an income-based credit for working adults, with certain eligibility criteria. It abolishes and replaces: Working Families Tax Credits, disabled person´s tax credits and the employment credit of the New Deal 50-plus.
Monetary entitlements
Type of entitlement: Basic element, Disability element, 30 hours element, Second adult element, Lone parent element, Child care element, Severe disability element, 50 plus element.
Period of entitlement: Yearly.
Length of entitlement: 50 plus element cannot be paid for more than 12 consecutive months. Other elements: -
Rate of entitlement:
- All elements except childcare element: Maximum rates in pounds per year (amount in pounds periodically updated, 2010): £1,920 for the basic element, £2,570 for the disability element, £790 for the 30 hours element, £1,890 for the second adult element, £1,890 for the lone parent element, £1,095 for the severe disability element and £1,320 or £1,965 for the 50 plus element.
Tapering: Above £5,220: reduced by 39p in the pound.
- Child care element (amount in pounds periodically updated, 2007): the maximum rate of the child care element of a working tax credit is 80% of £175/w for one child and £300/w for more than one child.
Other details:
- It is a condition of entitlement to the other elements of working tax credit that the person making the claim for working tax credit is entitled to the basic element.
- Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
Conditions of entitlement - age-related conditions:
- Basic element: claimants with child or disability: 16 to 24years old; claimants with neither children or disability: minimum: 25 years old.
- 50 plus element: to be aged at least 50 years old.
- Other elements: -
Conditions of entitlement - employment-related conditions:
- Basic element: the claimant must (a) be either working 16 hours or more per week and either he or his partner has responsibility for a child or has a disability that puts him or her at a disadvantage in getting a job, (b) qualify for a 50 plus element or (c) be aged at least 25 and undertake not less than 30 hours work per week.
- Disability element: claimant or partner has a disability and works for at least 16 hours per week.
- 30 hours element: (a) a single claimant who works for at least 30 hours per week, or (b) joint claimers and either or both of them work for at least 30 hours per week, or (c) joint claimers and at least one of the claimants is responsible for a child or young adult, and the aggregate number of hours worked is at least 30 hours per week and at least one member of the couple works for 16 hours or more.
- Second adult element: (a) If at least one of the claimants is responsible for a child or young person or at least one of you is entitled to the disability element, the only condition is that the claim is a joint claim, (b) if otherwise, conditions are that the claim is a joint claim, none of the members in the couple are aged 50 or over and none are entitled to the 50-plus element and at least one of the members of the couple works for 30 hours per week.
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2005): £5,220. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members:
- Lone parent element: the claimant is a single claim; and the claimant is responsible for one or more children or qualifying young people.
- Other elements: claimant can be single or partnered.
- Disability element, severe disability element, 50 plus element: If the claim for working tax credit is a joint claim, and both members of the couple satisfy the conditions of entitlement for these elements, the award must include two such elements.
Other entitlement conditions:
- Claimant must reside and must be an ordinary resident in the United Kingdom, and from 1st May 2004 claimants must also have the right to reside in the United Kingdom.
- Disability element and severe disability element: claimant must have a disability.
Territorial application: United Kingdom.
Year: 2010
Focus of Amendments to Policy: Employment-related conditions, Rate of entitlement - childcare element and tapering rate.
Legislative basis: SI 2010/2914, SI 2011/1035, Welfare Reform Act 2012, SI 2012/849.
Valid from: 06 April 2011
Valid until: 05 April 2012
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Working adult
General Functioning/Structure: Working Tax Credits is an income-based credit for working adults, with certain eligibility criteria. It abolishes and replaces: Working Families Tax Credits, disabled person´s tax credits and the employment credit of the New Deal 50-plus.
Monetary entitlements
Type of entitlement: Basic element, Disability element, 30 hours element, Second adult element, Lone parent element, Child care element, Severe disability element, 50 plus element.
Period of entitlement: Yearly.
Length of entitlement: 50 plus element cannot be paid for more than 12 consecutive months. Other elements: -
Rate of entitlement:
- All elements except childcare element: Maximum rates in pounds per year (amount in pounds periodically updated, 2011): £1,920 for the basic element, £2,650 for the disability element, £790 for the 30 hours element, £1,950 for the second adult element, £1,950 for the lone parent element, £1,130 for the severe disability element and £1,365 or £2,030 for the 50 plus element.
Tapering: Above £5,220: reduced by 41p in the pound.
- Child care element (amount in pounds periodically updated, 2007): the maximum rate of the child care element of a working tax credit is 70% of £175/w for one child and £300/w for more than one child.
Other details:
- It is a condition of entitlement to the other elements of working tax credit that the person making the claim for working tax credit is entitled to the basic element.
- Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
Conditions of entitlement - age-related conditions:
- Basic element: claimants with child or disability: 16 to 24years old; claimants with neither children or disability: minimum: 25 years old.
- 50 plus element: to be aged at least 50 years old.
- Other elements: -
Conditions of entitlement - employment-related conditions:
- Basic element: the claimant must (a) be either working 16 hours per week or more and either he or his partner has responsibility for a child or has a disability that puts him or her at a disadvantage in getting a job, (b) qualify for a 50 plus element or (c) be aged at least 25 and undertake not less than 30 hours work per week, or (d) is 60 or over and work 16 hours per week or more.
- Disability element: claimant or partner has a disability and works for at least 16 hours a week.
- 30 hours element: (a) a single claimant who works for at least 30 hours per week, or (b) joint claimers and either or both of them work for at least 30 hours per week, or (c) joint claimers and at least one of the claimants is responsible for a child or young adult, and the aggregate number of hours worked is at least 30 hours per week and at least one member of the couple works for 16 hours per week or more.
- Second adult element: (a) If at least one of the claimants is responsible for a child or young person; or at least one of the claimants is entitled to the disability element; or one of the claimants is aged at least 60 and undertakes not less than 16 hours work per week and is in receipt of the 50 plus element, the only condition is that the claim is a joint claim, (b) if otherwise, conditions are that the claim is a joint claim, none of the members in the couple are aged 50 or over and none are entitled to the 50-plus element and at least one of the members of the couple works for 30 hours per week.
- Childcare element: the claimant is working for 16 hours per week or more or, if the claimant is part of a couple, both are working for 16 hours per week or more or one is working and the other one incapacitated/in hospital/in prison.
- 50 plus element: to have started work for at least 16 hours per week.
- Other elements: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2005): £5,220. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members:
- Lone parent element: the claimant is a single claim; and the claimant is responsible for one or more children or qualifying young people.
- Other elements: claimant can be single or partnered.
- Disability element, severe disability element, 50 plus element: If the claim for working tax credit is a joint claim, and both members of the couple satisfy the conditions of entitlement for these elements, the award must include two such elements.
Other entitlement conditions:
- Claimant must reside and must be an ordinary resident in the United Kingdom, and from 1st May 2004 claimants must also have the right to reside in the United Kingdom.
- Disability element and severe disability element: claimant must have a disability.
Territorial application: United Kingdom.
Year: 2012
Focus of Amendments to Policy: Types of entitlement, Rate of entitlement, Age-related conditions,
Employment-related conditions.
Legislative basis: SI 2012/848.
Valid from: 06 April 2012
Valid until: 05 April 2017
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Working adult
General Functioning/Structure: Working Tax Credits is an income-based credit for working adults, with certain eligibility criteria. It abolishes and replaces: Working Families Tax Credits, disabled person´s tax credits and the employment credit of the New Deal 50-plus.
Monetary entitlements
Type of entitlement: Basic element, Disability element, 30 hours element, Second adult element, Lone parent element, Child care element, Severe disability element.
Period of entitlement: Yearly.
Length of entitlement: -
Rate of entitlement:
- All elements except childcare element: Maximum rates in pounds per year (amount in pounds periodically updated, 2002): £1,960 for the basic element, £2,970 for the disability element, £810 for the 30 hours element, £2,010 for the second adult element, £2,010 for the lone parent element, £1,275 for the severe disability element.
Tapering: Above £5,220: reduced by 41p in the pound.
- Child care element (amount in pounds periodically updated, 2007): the maximum rate of the child care element of a working tax credit is 70% of £175/w for one child and £300/w for more than one child.
Other details:
- It is a condition of entitlement to the other elements of working tax credit that the person making the claim for working tax credit is entitled to the basic element.
- Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
Conditions of entitlement - age-related conditions:
- Basic element: claimants with child or disability: 16 to 24years old; claimants with neither children or disability: minimum: 25 years old.
- Other elements: -
Conditions of entitlement - employment-related conditions:
- Basic element:
1) Case of single claim: the claimant either (a)works at least 16 hours per week and has responsibility for a child or has a disability that puts him or her at a disadvantage in getting a job. (b) is aged at least 25 and undertake not less than 30 hours work per week, (c) is 60 or over and work 16 hours per week or more.
2) Case of joint claim where neither person is responsible for a child or qualifying young person, the person: (a) works for 16 hours per week or more and has a physical or mental disability which puts that person at a disadvantage in getting a job, (b) is aged at least 25 and works 30 hours per week or more, (c) is 60 or over and work 16 hours per week or more.
3) Case of a joint claim where a person or that person’s partner is responsible for a child or qualifying young person, the person: (a) is a member of a couple where at least one partner works for 16 hours per week or more and they jointly work for 24 hours per week or more, (b) works for 16 hours per week or more and has a physical or mental disability which puts that person at a disadvantage in getting a job, (c) works for 16 hours per week or more and that person’s partner is incapacitated, or in-patient in hospital, or in prison or entitled to carer´s allowance, (d) is aged at least 60 and works for 16 hours per week or more.
- Disability element: claimant must work for at least 16 hours per week.
- 30 hours element: the claimant must work for at least 30 hours per week. If the claim is a joint claim, at least one of the claimants must be responsible for a child or young adult, the aggregate number of hours worked must be at least 30 hours per week and at least one member of the couple must work for 16 hours per week or more.
- Second adult element: the claim is a joint claim and at least one of the claimants is responsible for a child or young person and none is serving a custodial sentence of more than 12 months.
- Childcare element: the claimant is working for 16 hours per week or more or, if the claimant is part of a couple, both are working for 16 hours per week or more or one is working and the other one incapacitated.
- Other elements: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2002): £5,060. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members:
- Lone parent element: the claimant is a single claim; and the claimant is responsible for one or more children or qualifying young people.
- Other elements: claimant can be single or partnered.
- Disability element, severe disability element: If the claim for working tax credit is a joint claim, and both members of the couple satisfy the conditions of entitlement for these elements, the award must include two such elements.
Other entitlement conditions:
- Claimant must reside and must be an ordinary resident in the United Kingdom, and from 1st May 2004 claimants must also have the right to reside in the United Kingdom.
- Disability element and severe disability element: claimant must have a disability.
Territorial application: United Kingdom.
Year: 2016
Focus of Amendments to Policy: Other details.
Legislative basis: Welfare Reform and Work Act 2016.
Valid from: 06 April 2017
Valid until: ongoing
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Working adult
General Functioning/Structure: Working Tax Credits is an income-based credit for working adults, with certain eligibility criteria. It abolishes and replaces: Working Families Tax Credits, disabled person´s tax credits and the employment credit of the New Deal 50-plus.
Monetary entitlements
Type of entitlement: Basic element, Disability element, 30 hours element, Second adult element, Lone parent element, Child care element, Severe disability element.
Period of entitlement: Yearly.
Length of entitlement: -
Rate of entitlement:
- All elements except childcare element: Maximum rates in pounds per year (amount in pounds periodically updated, 2002): £1,525 for the basic element, £2,040 for the disability element, £620 for the 30 hours element, £1,500 for the second adult element, £1,500 for the lone parent element, £865 for the severe disability element.
Tapering: Above £5,220: reduced by 41p in the pound.
- Child care element (amount in pounds periodically updated, 2007): the maximum rate of the child care element of a working tax credit is 70% of £175/w for one child and £300/w for more than one child.
Other details:
- It is a condition of entitlement to the other elements of working tax credit that the person making the claim for working tax credit is entitled to the basic element.
- Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
- For each of the tax years ending with 5 April 2017, 5 April 2018, 5 April 2019 and 5 April 2020, each of the relevant amounts for the basic element, the 30 hours element, the second adult element and the lone parent element is to remain the same as it was in the tax year ending with 5 April 2016.
Conditions of entitlement - age-related conditions:
- Basic element: claimants with child or disability: 16 to 24years old; claimants with neither children or disability: minimum: 25 years old.
- Other elements: -
Conditions of entitlement - employment-related conditions:
- Basic element:
1) Case of single claim: the claimant either (a)works at least 16 hours per week and has responsibility for a child or has a disability that puts him or her at a disadvantage in getting a job. (b) is aged at least 25 and undertake not less than 30 hours work per week, (c) is 60 or over and work 16 hours per week or more.
2) Case of joint claim where neither person is responsible for a child or qualifying young person, the person: (a) works for 16 hours per week or more and has a physical or mental disability which puts that person at a disadvantage in getting a job, (b) is aged at least 25 and works 30 hours per week or more, (c) is 60 or over and work 16 hours per week or more.
3) Case of a joint claim where a person or that person’s partner is responsible for a child or qualifying young person, the person: (a) is a member of a couple where at least one partner works for 16 hours per week or more and they jointly work for 24 hours per week or more, (b) works for 16 hours per week or more and has a physical or mental disability which puts that person at a disadvantage in getting a job, (c) works for 16 hours per week or more and that person’s partner is incapacitated, or in-patient in hospital, or in prison or entitled to carer´s allowance, (d) is aged at least 60 and works for 16 hours per week or more.
- Disability element: claimant must work for at least 16 hours per week.
- 30 hours element: the claimant must work for at least 30 hours per week. If the claim is a joint claim, at least one of the claimants must be responsible for a child or young adult, the aggregate number of hours worked must be at least 30 hours per week and at least one member of the couple must work for 16 hours per week or more.
- Second adult element: the claim is a joint claim and at least one of the claimants is responsible for a child or young person and none is serving a custodial sentence of more than 12 months.
- Childcare element: the claimant is working for 16 hours per week or more or, if the claimant is part of a couple, both are working for 16 hours per week or more or one is working and the other one incapacitated.
- Other elements: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2002): £5,060. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members:
- Lone parent element: the claimant is a single claim; and the claimant is responsible for one or more children or qualifying young people.
- Other elements: claimant can be single or partnered.
- Disability element, severe disability element: If the claim for working tax credit is a joint claim, and both members of the couple satisfy the conditions of entitlement for these elements, the award must include two such elements.
Other entitlement conditions:
- Claimant must reside and must be an ordinary resident in the United Kingdom, and from 1st May 2004 claimants must also have the right to reside in the United Kingdom.
- Disability element and severe disability element: claimant must have a disability.
Territorial application: United Kingdom.
Child Tax Credits
Year: 2002
Focus of Amendments to Policy: -
Legislative basis: Tax Credits Act 2002, SI 2002/2008, SI 2007/828.
Valid from: 06 April 2003
Valid until: 05 April 2008
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure:
-
Child Tax Credit is an income-based credit for low-income and middle-income families who are in or out of work and who have responsibility for a child(ren) under 16, or under 19 if in full-time non-advanced education.
-
It abolishes and replaces child elements previously paid with income support (IS), income-based jobseeker's allowance (JSA), working families' tax credit and disabled person's tax credit and the children's tax credits.
Monetary entitlements
Type of entitlement: Family element, Individual element.
Period of entitlement: Yearly.
Length of entitlement: -
Rate of entitlement:
- Maximum rates in pounds per year (amount in pounds periodically updated, 2007): Family element: £1,090 if child is under one year old, £545 in any other case. Individual element: £4,285 for disabled child or young person, £5,265 for severely disabled child or young person, £1,845 in any other case of child or young person.
- Tapering: Above£14,495: child element is reduced by 37p in the pound, above £50,000 family element is reduced by 6,67p in the pound.
Other details: Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
Conditions of entitlement - age-related conditions: Claimant must be at least 16 years old. Joint claimants must be both at least 16 years old.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2007): (a) £14,495 for the child element. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate; (b) £50,000 for the family element. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members: Claimant(s) must be responsible for one or more children or qualifying young persons.
Other entitlement conditions: Claimant must reside and must be an ordinary resident in the United Kingdom, and from 1st May 2004 claimants must also have the right to reside in the United Kingdom.
Territorial application: United Kingdom.
Year: 2008
Focus of Amendments to Policy: Rate of entitlement - tapering rate
Legislative basis: SI 2008/796, SI 2010/981.
Valid from: 06 April 2008
Valid until: 05 April 2011
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure:
-
Child Tax Credit is an income-based credit for low-income and middle-income families who are in or out of work and who have responsibility for a child(ren) under 16, or under 19 if in full-time non-advanced education.
-
It abolishes and replaces child elements previously paid with income support (IS), income-based jobseeker's allowance (JSA), working families' tax credit and disabled person's tax credit and the children's tax credits.
Monetary entitlements
Type of entitlement: Family element, Individual element.
Period of entitlement: Yearly.
Length of entitlement: -
Rate of entitlement:
- Maximum rates in pounds per year (amount in pounds periodically updated, 2010): Family element: £1,090 if child is under one year old, £545 in any other case. Individual element: £5,015 for disabled child or young person, £6,110for severely disabled child or young person, £2,300 in any other case of child or young person.
- Tapering (amount in pounds periodically updated, 2010): Above £16,190 child element is reduced by 39p in the pound, above £50,000 family element is reduced by 6,67p in the pound.
Other details: Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
Conditions of entitlement - age-related conditions: Claimant must be at least 16 years old. Joint claimants must be both at least 16 years old.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2007): (a) £14,495 for the child element. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate; (b) £50,000 for the family element. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members: Claimant(s) must be responsible for one or more children or qualifying young persons.
Other entitlement conditions: Claimant must reside, must be an ordinary resident, and must have the right to reside in the United Kingdom.
Territorial application: United Kingdom.
Year: 2011
Focus of Amendments to Policy: Rate of entitlement – family element and tapering rate
Legislative basis: SI 2011/1035.
Valid from: 06 April 2011
Valid until: 05 April 2012
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure:
-
Child Tax Credit is an income-based credit for low-income and middle-income families who are in or out of work and who have responsibility for a child(ren) under 16, or under 19 if in full-time non-advanced education.
-
It abolishes and replaces child elements previously paid with income support (IS), income-based jobseeker's allowance (JSA), working families' tax credit and disabled person's tax credit and the children's tax credits.
Monetary entitlements
Type of entitlement: Family element, Individual element.
Period of entitlement: Yearly.
Length of entitlement: -
Rate of entitlement:
- Maximum rates in pounds per year (amount in pounds periodically updated, 2011): Family element: £545. Individual element: £5,355 for disabled child or young person, £6,485 for severely disabled child or young person, £2,555 in any other case of child or young person.
- Tapering (amount in pounds periodically updated, 2011): Above £15,860: child element is reduced by 41p in the pound, above £40,000 family element is reduced by 41p in the pound.
Other details: Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
Conditions of entitlement - age-related conditions: Claimant must be at least 16 years old. Joint claimants must be both at least 16 years old.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2011): (a) £15,860 for the child element. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate; (b) £40,000 for the family element. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members: Claimant(s) must be responsible for one or more children or qualifying young persons.
Other entitlement conditions: Claimant must reside, must be an ordinary resident, and must have the right to reside in the United Kingdom.
Territorial application: United Kingdom.
Year: 2012
Focus of Amendments to Policy: Rate of entitlement – tapering family element, Income-related conditions - family element.
Legislative basis: SI 2012/849, SI 2014/384, SI 2014/845.
Valid from: 06 April 2012
Valid until: 30 June 2014
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure:
-
Child Tax Credit is an income-based credit for low-income and middle-income families who are in or out of work and who have responsibility for a child(ren) under 16, or under 19 if in full-time non-advanced education.
-
It abolishes and replaces child elements previously paid with income support (IS), income-based jobseeker's allowance (JSA), working families' tax credit and disabled person's tax credit and the children's tax credits.
Monetary entitlements
Type of entitlement: Family element, Individual element.
Period of entitlement: Yearly.
Length of entitlement: -
Rate of entitlement:
- Maximum rates in pounds per year (amount in pounds periodically updated, 2014): Family element: £545. Individual element: £5,850 for disabled child or young person, £7,105 for severely disabled child or young person, £2,750 in any other case of child or young person.
- Tapering (amount in pounds periodically updated, 2014): Above £16,010 child tax credit (the sum of both elements) is reduced by 41p in the pound.
Other details: Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
Conditions of entitlement - age-related conditions: Claimant must be at least 16 years old. Joint claimants must be both at least 16 years old.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2014): £16,010. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members: Claimant(s) must be responsible for one or more children or qualifying young persons.
Other entitlement conditions: Claimant must reside, must be an ordinary resident, and must have the right to reside in the United Kingdom.
Territorial application: United Kingdom.
Year: 2014
Focus of Amendments to Policy: Other entitlement conditions - right to reside.
Legislative basis: SI 2014/1511, SI 2015/567, SI 2015/451.
Valid from: 01 July 2014
Valid until: 05 April 2017
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure:
-
Child Tax Credit is an income-based credit for low-income and middle-income families who are in or out of work and who have responsibility for a child(ren) under 16, or under 19 if in full-time non-advanced education.
-
It abolishes and replaces child elements previously paid with income support (IS), income-based jobseeker's allowance (JSA), working families' tax credit and disabled person's tax credit and the children's tax credits.
Monetary entitlements
Type of entitlement: Family element, Individual element.
Period of entitlement: Yearly.
Length of entitlement: -
Rate of entitlement:
- Maximum rates in pounds per year (amount in pounds periodically updated, 2015): Family element: £545. Individual element: £5,920 for disabled child or young person, £7,195 for severely disabled child or young person, £2,780 in any other case of child or young person.
- Tapering (amount in pounds periodically updated, 2014): Above £16,105: child tax credit (the sum of both elements) is reduced by 41p in the pound.
Other details: Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
Conditions of entitlement - age-related conditions: Claimant must be at least 16 years old. Joint claimants must be both at least 16 years old.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2015): £16,105. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members: Claimant(s) must be responsible for one or more children or qualifying young persons.
Other entitlement conditions: Claimant must reside, must be an ordinary resident, must have the right to reside and must have resided for three months in the United Kingdom.
Territorial application: United Kingdom.
Year: 2016
Focus of Amendments to Policy: Type of entitlement, Other details.
Legislative basis: Welfare Reform and Work Act 2016.
Valid from: 06 April 2017
Valid until: ongoing
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure:
-
Child Tax Credit is an income-based credit for low-income and middle-income families who are in or out of work and who have responsibility for a child(ren) under 16, or under 19 if in full-time non-advanced education.
-
It abolishes and replaces child elements previously paid with income support (IS), income-based jobseeker's allowance (JSA), working families' tax credit and disabled person's tax credit and the children's tax credits.
Monetary entitlements
Type of entitlement: Family element: only for claimants whose child was born before 6 April 2017, Individual element, Disability element.
Period of entitlement: Yearly.
Length of entitlement: -
Rate of entitlement:
- Maximum rates in pounds per year (amount in pounds periodically updated, 2015): Family element: £545. Individual element: £5,920 for disabled child or young person, £7,195 for severely disabled child or young person, £2,780 in any other case of child or young person.
- Tapering (amount in pounds periodically updated, 2014): Above £16,105: child tax credit (the sum of both elements) is reduced by 41p in the pound.
Other details:
- Entitlement to a tax credit for the whole or part of a tax year is dependent on the making of a claim for it.
- For each of the tax years ending with 5 April 2017, 5 April 2018, 5 April 2019 and 5 April 2020, each of the relevant amounts of the child or young person (not the disabled ones) is to remain the same as it was in the tax year ending with 5 April 2016.
Conditions of entitlement - age-related conditions: Claimant must be at least 16 years old. Joint claimants must be both at least 16 years old.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Income threshold (amount in pounds periodically updated, 2015): £16,105. Below this threshold, the maximum rate is given. Above this threshold there is a taper rate.
- Annual gross income considered.
Conditions of entitlement – assets/savings-related conditions: Non-earned income above the first £300 p.a. will be taken into account when calculating awards.
Conditions of entitlement - conditions related to relationship to other family members: Claimant(s) must be responsible for one or more children or qualifying young persons.
Other entitlement conditions: Claimant must reside, must be an ordinary resident, must have the right to reside and must have resided for three months in the United Kingdom.
Territorial application: United Kingdom.
Universal Credit
Year: 2012
Focus of Amendments to Policy: -
Legislative basis: Welfare Reform Act 2012, SI 2013/376.
Valid from: 29 April 2013
Valid until: 10 April 2016
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual
General Functioning/Structure:
-
Universal credit is a means-tested benefit for people on a low income who are in or out of work. It may be awarded to a single person or members of a couple jointly. It is calculated in reference to a standard allowance, an amount for responsibility for children or young persons, an amount for housing, and amounts for other particular needs or circumstances.
-
It abolishes the following benefits: income-based jobseeker’s allowance, income-related employment and support allowance, income support, housing benefit, council tax benefit, child tax credit and working tax credit.
Monetary entitlements
Type of entitlement: Standard allowance element, Responsibility for children and young persons’ element, Housing costs elements, Other particular needs or circumstances elements.
Period of entitlement: Assessment period: one calendar month beginning with the first date of entitlement.
Length of entitlement: -
Rate of entitlement:
- Step 1: calculate the maximum amount the claimant can get: is the total of: a standard allowance - for a single claimant or a couple aged under or over 25; a child element for each child, with an increase for disabled and severly disabled children; a limited capability of work or work-related activity element, a carer element, a housing cost element for renters or owner-occupiers and a childcare costs element. The childcare costs element is the lesser of 70% of the costs and the maximum amount specified for this element.
- Step 2: deduction of earned income from the maximum amount: a part of your earnings may need to be deducted. Earnings are compared to a work allowance and if they do not exceed it, they do not need to be deducted from the maximum amount. If they exceed it, 65% of the excess is taken into account as income that needs to be deducted (65% taper rate). There are two types of work allowances: high, applied when there are no housing costs element, and low if otherwise. In either case, there are different set amounts depending on whether you are a couple, have responsibility for a child or have limited capability for work.
- Step 3: deduction of unearned income: unearned income from benefits is deducted from the maximum amount pound per pound. Unearned income coming from capital: if capital exceeds £16,000, the claimant cannot get UC. If capital exceeds £6,000 but not £16,000, £4.35 a month is deducted for every £250 or part of £250.
- Step 4: total deducted income from step 2 and 3 is added up and deducted from the maximum amount in step 1.
- Benefits cap: whenever the welfare benefits to a single or joint claimant exceeds a certain amount, there is a benefit cap. In this case, the amount of the award for the period is to be reduced by the excess minus any amount included in the award for the childcare costs element. There are some exceptions.
Other details: Transition rollout schedule: transition process to be completed in September 2018. After this, the government will then begin migrating all remaining existing benefit claimants to the full Universal Credit service from July 2019 and to complete by March 2022.
Conditions of entitlement - age-related conditions: Claimant must be at least 18 years old (16 for some exceptional cases) and not have reached state pension age.
Conditions of entitlement - employment-related conditions: Not receiving education.
Conditions of entitlement - earnings-related conditions: Earnings are compared to a work allowance and if they do not exceed it, they do not need to be deducted from the maximum amount. If they exceed it, 65% of the excess is taken into account as income that needs to be deducted (65% taper rate) (see rate of entitlement to see how it is deducted).
Conditions of entitlement - income-related conditions: Unearned income from benefits is deducted from the maximum amount pound per pound (see rate of entitlement to see how it is deducted).
Conditions of entitlement – assets/savings-related conditions:
- Capital must be lower or equal to £16,000, for both single and joint claimants.
- If capital exceeds £6,000 but not £16,000, £4.35 a month is deducted from the maximum amount of credit for every £250 or part of £250 (see rate of entitlement to see how it is deducted).
Conditions of entitlement - conditions related to relationship to other family members: -
Other entitlement conditions: Claimant must: (a) be present in Great Britain; (b) be habitually resident; (c) have the right to reside in Great Britain.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2015
Focus of Amendments to Policy: Rate of entitlement
Legislative basis: SI 2015/1649.
Valid from: 11 April 2016
Valid until: ongoing
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual
General Functioning/Structure:
-
Universal credit is a means-tested benefit for people on a low income who are in or out of work. It may be awarded to a single person or members of a couple jointly. It is calculated in reference to a standard allowance, an amount for responsibility for children or young persons, an amount for housing, and amounts for other particular needs or circumstances.
-
It abolishes the following benefits: income-based jobseeker’s allowance, income-related employment and support allowance, income support, housing benefit, council tax benefit, child tax credit and working tax credit.
Monetary entitlements
Type of entitlement: Standard allowance element, Responsibility for children and young persons’ element, Housing costs elements, Other particular needs or circumstances elements.
Period of entitlement: Assessment period: one calendar month beginning with the first date of entitlement.
Length of entitlement: -
Rate of entitlement:
- Step 1: calculate the maximum amount the claimant can get: is the total of: a standard allowance - for a single claimant or a couple aged under or over 25; a child element for each child, with an increase for disabled and severely disabled children; a limited capability of work or work-related activity element, a carer element, a housing cost element for renters or owner-occupiers and a childcare costs element. The childcare costs element is the lesser of 70% of the costs and the maximum amount specified for this element.
- Step 2: deduction of earned income from the maximum amount: a part of your earnings may need to be deducted. For claimants without responsibility for a child or young person and without limited capability to work, 65% of earned income is deducted from the maximum amount. For claimants with responsibility for a child or young person or with limited capability to work, their earnings are compared to a work allowance. If they do not exceed it, they do not need to be deducted from the maximum amount. If they exceed it, 65% of the excess is taken into account as income that needs to be deducted (65% taper rate). There are two types of work allowances: high, applied when there are no housing costs element, and low if otherwise. In either case, there are different set amounts depending on whether you are a single or joint claimant.
- Step 3: deduction of unearned income: unearned income from benefits is deducted from the maximum amount pound per pound. Unearned income coming from capital: if capital exceeds £16,000, the claimant cannot get UC. If capital exceeds £6,000 but not £16,000, £4.35 a month is deducted for every £250 or part of £250.
- Step 4: total deducted income from step 2 and 3 is added up and deducted from the maximum amount in step 1.
- Benefits cap: whenever the welfare benefits to a single or joint claimant exceeds a certain amount, there is a benefit cap. In this case, the amount of the award for the period is to be reduced by the excess minus any amount included in the award for the childcare costs element. There are some exceptions.
Other details: Transition rollout schedule: transition process to be completed in September 2018. After this, the government will then begin migrating all remaining existing benefit claimants to the full Universal Credit service from July 2019 and to complete by March 2022.
Conditions of entitlement - age-related conditions: Claimant must be at least 18 years old (16 for some exceptional cases) and not have reached state pension age.
Conditions of entitlement - employment-related conditions: Not receiving education.
Conditions of entitlement - earnings-related conditions: Earnings are compared to a work allowance and if they do not exceed it, they do not need to be deducted from the maximum amount. If they exceed it, 65% of the excess is taken into account as income that needs to be deducted (65% taper rate) (see rate of entitlement to see how it is deducted).
Conditions of entitlement - income-related conditions: Unearned income from benefits is deducted from the maximum amount pound per pound (see rate of entitlement to see how it is deducted).
Conditions of entitlement – assets/savings-related conditions:
- Capital must be lower or equal to £16,000, for both single and joint claimants.
- If capital exceeds £6,000 but not £16,000, £4.35 a month is deducted from the maximum amount of credit for every £250 or part of £250 (see rate of entitlement to see how it is deducted).
Conditions of entitlement - conditions related to relationship to other family members: -
Other entitlement conditions: Claimant must: (a) be present in Great Britain; (b) be habitually resident; (c) have the right to reside in Great Britain.
Territorial application: Great Britain (England, Wales and Scotland).
Child Benefit
Year: 1997
Focus of Amendments to Policy: -
Legislative basis: Social Security Contributions and Benefits Act 1992, SI 1975/965, SI 1976/1267, SI 1977/534, SI 1997/543.
Valid from: 07 April 1997
Valid until: 05 July 1998
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Child benefit is a benefit paid to people who are responsible for a child. If the claimant qualifies for it, child benefit is paid for each child for whom the claimant is responsible.
Monetary entitlements
Type of entitlement:-
Period of entitlement: See age-related conditions.
Length of entitlement: See age-related conditions.
Rate of entitlement:
- There is one rate for the eldest or only child, another rate for each the subsequent children and lone parents receive an increased rate.
- Rates (April 1997): (a) eldest or only child: £11.05; (b) eldest or only child of a lone parent: £17.10; (c) any other case: £9.00.
Other details: -
Conditions of entitlement - age-related conditions: A person is a child if he/she is: (a) under 16; (b) under 18, not receiving full-time education and be within the extension period, which entails being registered as available for work, and not working for 24 hours a week or more; (c) under 19 and receiving full-time non-advanced education.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: To be responsible for a child.
Other entitlement conditions:
- Claimant must be in Great Britain on the week the benefit is paid and must have been in Great Britain for more than 182 days in the 52 weeks preceding that week.
- Child must be in Great Britain on the week the benefit is paid and either her/him or at least one of his parents has been in Great Britain for more than 182 days in the 52 weeks preceding that week.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 1998
Focus of Amendments to Policy: Rate of entitlement
Legislative basis: SI 1998/1581, SI 2002/668.
Valid from: 06 July 1998
Valid until: 06 April 2003
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Child benefit is a benefit paid to people who are responsible for a child. If the claimant qualifies for it, child benefit is paid for each child for whom the claimant is responsible.
Monetary entitlements
Type of entitlement:-
Period of entitlement: See age-related conditions.
Length of entitlement: See age-related conditions.
Rate of entitlement:
There is one rate for the eldest child, another rate for each the subsequent children. The lone parent rate of child benefit is abolished, with some exceptions.
Rates ( April 2002) a) eldest or only child: £15.75; b) eldest or only child of a lone parent: £17.55 (for especial exceptions); (c) any other case: £10.55.
Other details: -
Conditions of entitlement - age-related conditions: A person is a child if he/she is: (a) under 16; (b) under 18, not receiving full-time education and be within the extension period, which entails being registered as available for work, and not working for 24 hours a week or more; (c) under 19 and receiving full-time non-advanced education.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: To be responsible for a child.
Other entitlement conditions:
- Claimant must be in Great Britain on the week the benefit is paid and must have been in Great Britain for more than 182 days in the 52 weeks preceding that week.
- Child must be in Great Britain on the week the benefit is paid and either her/him or at least one of his parents has been in Great Britain for more than 182 days in the 52 weeks preceding that week.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2003
Focus of Amendments to Policy: Other entitlement conditions
Legislative basis: Tax Credits Act 2002, SI 2004/942.
Valid from: 07 April 2003
Valid until: 30 April 2004
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Child benefit is a benefit paid to people who are responsible for a child. If the claimant qualifies for it, child benefit is paid for each child for whom the claimant is responsible.
Monetary entitlements
Type of entitlement:-
Period of entitlement: See age-related conditions.
Length of entitlement: See age-related conditions.
Rate of entitlement:
- There is one rate for the eldest child, another rate for each the subsequent children. The lone parent rate of child benefit is abolished, with some exceptions.
- Rates ( April 2004) (a) eldest or only child: £16.50 (b) eldest or only child of a lone parent: £17.55 (for especial exceptions); (c) any other case: £11.05.
Other details: -
Conditions of entitlement - age-related conditions: A person is a child if he/she is: (a) under 16; (b) under 18, not receiving full-time education and be within the extension period, which entails being registered as available for work, and not working for 24 hours a week or more; (c) under 19 and receiving full-time non-advanced education.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: To be responsible for a child.
Other entitlement conditions:
- The claimant and the child must be present in the UK and must also be ordinarily resident. There are no longer any specific time limits before a claim can be made and it is possible to be treated as present and ordinarily resident during some temporary absences.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2004
Focus of Amendments to Policy: Other entitlement conditions-right to reside.
Legislative basis: SI 2004/1244, SI 2005/682.
Valid from: 01 May 2004
Valid until: 09 April 2006
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Child benefit is a benefit paid to people who are responsible for a child. If the claimant qualifies for it, child benefit is paid for each child for whom the claimant is responsible.
Monetary entitlements
Type of entitlement:-
Period of entitlement: See age-related conditions.
Length of entitlement: See age-related conditions.
Rate of entitlement:
- There is one rate for the eldest child, another rate for each the subsequent children.
- Rates ( April 2005) (a) eldest or only child: £17.00; (b)any other case: £11.40.
Other details: -
Conditions of entitlement - age-related conditions: A person is a child if he/she is: (a) under 16; (b) under 18, not receiving full-time education and be within the extension period, which entails being registered as available for work, and not working for 24 hours a week or more; (c) under 19 and receiving full-time non-advanced education.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: To be responsible for a child.
Other entitlement conditions:
- The claimant and the child must have the right to reside in Great Britain, be present in the UK and must also be ordinarily resident.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2005
Focus of Amendments to Policy: Addition of qualifying young person, affecting: General functioning, Age-related conditions, Other entitlement conditions.
Legislative basis: Child Benefit Act 2005, SI 2006/223, SI 2010/982.
Valid from: 10 April 2006
Valid until: 06 January 2013
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Child benefit is a benefit paid to people who are responsible for a child or qualifying young person. If the claimant qualifies for it, child benefit is paid for each child or qualifying young person for whom the claimant is responsible
Monetary entitlements
Type of entitlement:-
Period of entitlement: See age-related conditions.
Length of entitlement: See age-related conditions.
Rate of entitlement:
- There is one rate for the eldest child, another rate for each the subsequent children.
- Rates ( April 2010) (a) eldest or only child: £20.30; (b) any other case: £13.40.
Other details: -
Conditions of entitlement - age-related conditions:
- A person is a child if he has not attained the age of 16.
- A person is a qualifying young person if (a) he/she is not receiving income support, income-based jobseeker's allowance, employment and support allowance, working tax credit or child tax credit and universal credit and any of the following apply: (a) is aged 16 and has left relevant education or training; (b) is aged 16 or 17, has left education or training and meets the conditions for being a qualifying young person for the extension period; (c) is aged 16 or over and under 20 and meets the conditions for being a qualifying young person while on a course of full-time non-advanced education or approved training; (d) is aged 16 or over and under 20 and has left relevant education or approved training and has not passed the end of the week that includes her/his terminal date.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions: -
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: To be responsible for a child or a qualifying young person.
Other entitlement conditions:
- The claimant and the child must have the right to reside in Great Britain, be present in the UK and must also be ordinarily resident.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2012
Focus of Amendments to Policy: Introduction of high income child benefit charge, affecting: Rate of entitlement, Income-related conditions.
Legislative basis: Finance Act 2012, SI 2014/384.
Valid from: 07 January 2013
Valid until: 30 June 2014
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Child benefit is a benefit paid to people who are responsible for a child or qualifying young person. If the claimant qualifies for it, child benefit is paid for each child or qualifying young person for whom the claimant is responsible
Monetary entitlements
Type of entitlement:-
Period of entitlement: See age-related conditions.
Length of entitlement: See age-related conditions.
Rate of entitlement:
- Income up to £50,000: There is one rate for the eldest child, another rate for each the subsequent children. The lone parent rate of child benefit is abolished, with some exceptions.
- Income equal or larger than £50,000: 1% of the amount of child benefit for every £100 of income above £50,000. For income exceeding £60,000 the charge will be on the full amount of child benefit.
- Rates ( April 2014) (a) eldest or only child: £20.50; (b) any other case: £13.55.
Other details: -
Conditions of entitlement - age-related conditions:
- A person is a child if he has not attained the age of 16.
- A person is a qualifying young person if (a) he/she is not receiving income support, income-based jobseeker's allowance, employment and support allowance, working tax credit or child tax credit and universal credit and any of the following apply: (a) is aged 16 and has left relevant education or training; (b) is aged 16 or 17, has left education or training and meets the conditions for being a qualifying young person for the extension period; (c) is aged 16 or over and under 20 and meets the conditions for being a qualifying young person while on a course of full-time non-advanced education or approved training; (d) is aged 16 or over and under 20 and has left relevant education or approved training and has not passed the end of the week that includes her/his terminal date.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Up to £50,000: claimant receives child benefit.
- £50,000 and above: High income child benefit charge applies if claimant or partner are in receipt of child benefit.
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: To be responsible for a child or a qualifying young person.
Other entitlement conditions:
- The claimant and the child must have the right to reside in Great Britain, be present in the UK and must also be ordinarily resident.
Territorial application: Great Britain (England, Wales and Scotland).
Year: 2014
Focus of Amendments to Policy: Other entitlement conditions – residence.
Legislative basis: SI 2014/1511, SI 2015/567.
Valid from: 01 July 2014
Valid until: ongoing
Valid from - childbirth-related date: -
Valid until - childbirth-related date: -
Recipient: Individual responsible for a child
General Functioning/Structure: Child benefit is a benefit paid to people who are responsible for a child or qualifying young person. If the claimant qualifies for it, child benefit is paid for each child or qualifying young person for whom the claimant is responsible
Monetary entitlements
Type of entitlement:-
Period of entitlement: See age-related conditions.
Length of entitlement: See age-related conditions.
Rate of entitlement:
- Income up to £50,000: There is one rate for the eldest child, another rate for each the subsequent children. The lone parent rate of child benefit is abolished, with some exceptions.
- Income equal or larger than £50,000: 1% of the amount of child benefit for every £100 of income above £50,000. For income exceeding £60,000 the charge will be on the full amount of child benefit.
- Rates ( April 2014) (a) eldest or only child: £20.50; (b) any other case: £13.55.
Other details: -
Conditions of entitlement - age-related conditions:
- A person is a child if he has not attained the age of 16.
- A person is a qualifying young person if (a) he/she is not receiving income support, income-based jobseeker's allowance, employment and support allowance, working tax credit or child tax credit and universal credit and any of the following apply: (a) is aged 16 and has left relevant education or training; (b) is aged 16 or 17, has left education or training and meets the conditions for being a qualifying young person for the extension period; (c) is aged 16 or over and under 20 and meets the conditions for being a qualifying young person while on a course of full-time non-advanced education or approved training; (d) is aged 16 or over and under 20 and has left relevant education or approved training and has not passed the end of the week that includes her/his terminal date.
Conditions of entitlement - employment-related conditions: -
Conditions of entitlement - earnings-related conditions: -
Conditions of entitlement - income-related conditions:
- Up to £50,000: claimant receives child benefit.
- £50,000 and above: High income child benefit charge applies if claimant or partner are in receipt of child benefit.
Conditions of entitlement – assets/savings-related conditions: -
Conditions of entitlement - conditions related to relationship to other family members: To be responsible for a child or a qualifying young person.
Other entitlement conditions: The claimant and the child must: a) have the right to reside in Great Britain; and b) be present in the UK; and c) must also be ordinarily resident; and d) must have been living in the United Kingdom for three months.
Territorial application: Great Britain (England, Wales and Scotland).
Legal basis
