Zebra Training Services

For All Your Housing Benefit, Council Tax, Universal Credit & Welfare Reform Training Needs

Universal Credit


Transition From Live To Full Service


A Training Workshop for local authorities, social landlords and advisors, looking at the issues presented by the transition from live to full service.   


Whether you are a local authority preparing for implementation, a housing association looking at the impact on your organisation, or require a staff training day to review practices and procedures and look at the latest developments, we can provide the training workshop needed. Our workshops provide the very latest information about Universal Credit, looking at all the key issues and their impact on claimants, local authorities and social landlords. 



London - Friday, 6th October, 2017.  (Full.)

London - Monday, 9th October, 2017.  (Extra Date)

Cardiff  (Full)

Wednesday, 18th October, 2017.

The Holiday Inn, Cardiff City Centre.

Swansea  (Extra Date)

Tuesday, 31st October, 2017.

The Grand Hotel, Swansea City Centre.

Birmingham  (Nearly Full)

Thursday, 9th November, 2017.

The Holiday Inn, Birmingham City Centre.

Leeds (Nearly Full)

Wednesday, 15th November, 2017.

The Met Hotel, Leeds City Centre.


Further dates to be arranged shortly at various regional venues from December to February.

Please email us to notify of your interest so we can inform you of dates as soon as they are arranged for priority booking. 

This Workshop is available for in-house training

purposes for individual organisations.



The accelerated roll-out of “full service” UC from October 2017 presents considerable challenges to local authorities, social landlords and other stakeholders.  Some of the issues are already well known from live service, but will arise more frequently because of the increased numbers of UC claims in full service: for example, the long wait for an initial UC payment, during which time regular monthly outgoings will arise twice.  Other issues will arise as a direct result of full service: the variety of client groups claiming UC brings with it a greater variety of problems; and the transition process itself is complex and frequently misunderstood – for example, some local authorities have prematurely shut down HB claims in circumstances where the claimant should in fact have remained on HB.  The fully-updated notes include an appendix setting out in table form a quick reference before-and-after guide to the treatment of claimants in a range of situations in live service and full service.


The day begins with an explanation of the law governing full service roll-out, guiding delegates through the maze of commencement orders, modification orders and transitional regulations governing who may and may not claim UC, who may and may not still claim legacy benefits and the events that cause legacy benefit awards to end.  One frequent problem involves cases where a change of circumstance affects a continuing award of a legacy benefit without requiring a new claim – depending whether that legacy benefit is IS, JSA, ESA, HB or Tax Credits and depending whether the claim involves a couple or single person the permutations are numerous and there is a high risk of error. The Workshop will demonstrate the correct outcome in each case by reference to the legislation that controls the migration process.


We then move on to deal with some of the problems that have arisen in full service and we examine the law governing these cases.  Examples include:


  • ESA and failed work capability assessments: tactics and options – to claim UC or not?
  • Difficult housing costs cases – absent joint tenants, irregular occupiers, prisoners
  • Couples with different immigration status
  • Students claiming UC on basis of having limited capability for work

Of particular concern to local authorities will be the three areas in which they continue to have a significant role even under full service Universal Credit:


  • Specified accommodation:
    • Ensuring LA and DWP take a consistent view about what is and is not specified accommodation
    • Treated as occupying two homes
    • Moving into or out of specified accommodation while already on UC
    • Overlap with temporary homeless accommodation
    • Changes planned for 2019
  • DHPs:
    • How to decide whether a UC claimant requires “further financial assistance” with housing costs
    • Interaction with “managed payment” of UC to landlord
    • UC and the benefit cap
  • Council Tax Reduction:
    • When DWP’s income assessment is and is not binding on the Council under a conventional CTR scheme
    • Future ideas – departing from the conventional CTR model for UC claimants 

The programme for this Workshop is kept constantly under review and the day will reflect the most up-to-date UC news and information, with any newly emerging issues also included. The Workshop is presented by Peter Barker, who is widely known for his knowledge, expertise and training in all aspects of Housing Benefits and the Welfare Reform Programme.



Topics Covered:


·       The law governing Universal Credit full service roll-out

   o   Commencement orders

    §  Removal of “gateway” conditions

    §  Abolition of ESA(ir) and JSA(ib)

    §  Migration triggers

    §  Restrictions on claiming HB, IS and Tax Credits

   o   Transitional regulations

    §   End of legacy benefit awards


·       Issues arising in full service

   o   ESA claimants and failed WCA

   o   Tricky housing costs cases

   o   Couples with mixed immigration status

   o   Students with LCW


·       Specified accommodation 

   o   Which accommodation remains eligible for HB?

   o   Two homes, moving in, moving out

   o   What if accommodation is both specified and temp acc?


·       DHPs

   o   Assessing requirement for “further assistance”

   o   Managed payment to landlord

   o   Benefit cap


·       Council Tax Reduction

   o   Income assessment issues

    §  Short gaps in UC entitlement

   o   New ideas for 2018/19 schemes


Your Presenter - Peter Barker


Peter has worked in the field of benefits since 1985, and first became a local authority Appeals Officer over 25 years ago. His previous posts include working for the Citizens Advice, Westminster City Council and the Local Government Ombudsman, where he edited the in-house Housing Benefit practice note He combines a wealth of first-hand experience with expert knowledge of adjudication legislation, and has a real enthusiasm for the topic. He now works as a trainer, appeals presenter/submission writer and specialist adviser. Peter is an expert on the decisions and appeals adjudication framework and European rights of residence. He has a detailed knowledge of case law and he has recently developed a methodology for resolving disputes about supported and exempt accommodation. Peter now represents many local authorities on Housing Benefit appeals cases on a wide variety of issues in England, Wales and Scotland - at both First-tier and Upper Tribunal level. As well as an in-depth knowledge of Housing Benefit topics such as ‘Persons From Abroad’, ‘Exempt Accommodation’, and ‘Appeals & Tribunals’, he has also become well-known for his knowledge and courses on the new Welfare Reform and ‘Universal Credit’ legislation. Peter has presented and developed hundreds of courses over the last few years and his analytical skills and enthusiasm for his subject are unmatched.



Booking Fee: £240 + V.A.T.

Includes lunch, comprehensive course notes and refreshments.







It is essential that we receive your Booking Form with an Official Order Number if your organisation's procedures stipulate these must be provided. You will be informed within 3 working days by email when this has been received and that your place(s) are reserved, otherwise you should contact us to confirm the booking has been received. Substitutes to the persons named on the Booking Form may attend right up to the day itself. However, it would be helpful if we could be advised of this beforehand, and also informed of any special dietary needs of the person(s) that are substituting.


Do you have more than 4 people requiring this training, but not sufficient for an in-house Workshop? Often this may apply to Workshops suitable primarily for Team Leaders/Supervisors. Please contact us for details of our special discounts which can provide a cost-effective solution to meeting your training needs.

To book online please: 


You will be invoiced for the Booking Fee – you do not need to send payment when booking. Cancellations received in writing within 10 days of the Workshop date, or non-arrival, will be charged at the full registration fee. Cancellations received in writing within 11-28 days of the Workshop will incur an administration charge of 35% of the fee above. Cancellations received in writing within 10 days of the Workshop date, or non-arrival, will be charged at the full registration fee. Substitutes may attend on the day without prior notice. Substitutes may attend on the day without prior notice. A copy of the full Terms & Conditions is available from Zebra Training Services on request.


Post / Email:  Please complete the Booking Form, Post / Attach and send to:


Zebra Training Services Limited

P.O. Box 268, Wigan, WN5 8FQ


E-mail:  mail@ZebraTraining.co.uk   Tel: (01942) 222078



Zebra Training

Services Limited

P.O. Box 268

Wigan, WN5 8FQ


Tel: 01942 222078




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Welfare Reform & Universal Credit

Available 'in-house' for individual orgaisations - a very topical and popular selection of Workshops designed for either local authority HB staff or housing associations/other landlords.


In-House Training

Most of our Workshops can be organised to be presented at your own training venue. Please contact us with your requirements for any in-house courses you may require.


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Would you like some help with a particular HB case or HB issue, such as preparing a complex Appeal? Please email an outline of your needs and if we can assist then we will be pleased to provide information and costs for our consultancy services.  


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