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Available for In-House Bookings - Online or at your own training venue.
Full-Day Workshop: (9:40 - 4:30)
A Workshop suitable for Local Authority Housing Benefit & Council Tax Reduction staff, as well as social landlords and those advising and assisting claimants. The Workshop focusses on the Managed Migration of “legacy” benefit claimants to UC.
NOTES PACK INCLUDES EXAMPLES OF CALCULATION SHEETS AND FLOWCHARTS
UNIVERSAL CREDIT - The Complete Guide To Managed Migration
The managed migration of legacy benefit claimants to Universal Credit, initially restricted to people on Tax Credits only and other cases in a small number of “discovery” areas, now includes claimants of HB and DWP legacy benefits. The plan is to complete the migration of all legacy benefit claimants to UC by the end of 2025 - This includes ESA claimants without children, who had previously been scheduled to migrate during the 2028/29 year. The ambitious timetable will mean a lot of additional work for local authorities, social landlords and welfare rights advisors during the 2024/25 year. At the time when we produced this programme DWP had made a flurry of announcements about planned Welfare Reforms, including accelerated managed migration. The programme will contain the most up to date news about the managed migration rollout, including the accelerated migration of ESA claimants and the arrangements for mixed age couples and pensioners on Tax Credits which will not be renewed in 2025.
Peter Barker’s materials for the day will include calculation sheets which can be used to advise claimants about their potential entitlement to UC, with or without transitional protection. He has designed worksheets that calculate both transitional protection (based on circumstances immediately before UC is claimed) and the first month’s regular UC entitlement based on circumstances at the end of that month. Calculation of transitional protection is particularly complicated in cases where the benefit cap applies: The worksheets allow the benefit cap to be factored in, with separate versions for claimants who live within or outside Greater London. The sheets also cater for cases where there would be no entitlement to UC without transitional protection: The calculation is slightly different in these cases and we have the tools to guide you through it.
Topics covered during the day include:
· The latest timetable for completing the managed migration process;
· What happens to an HB claimant who undergoes managed migration:
o Including those who do and those who don’t claim UC within the deadline;
o The effect of a revision or supersession of an HB award after the claimant has already started to receive UC with transitional protection included;
o Distinguishing managed migration cases from “natural” or “voluntary” migration cases so as to ensure the correct 2w HB run-on is paid.
· What happens to people in supported or temporary accommodation when they migrate to UC?
· Mixed age couples: Which ones will and won’t be affected by managed migration. New Regulations have recently been issued to deal with the final abolition of Tax Credits for pensioners and mixed age couples with children, and we will see how these new rules work alongside managed migration.
· And of course an in-depth look at transitional protection:
o Calculation of the initial amount;
o “Erosion” as other elements increase, including the implications of the recent UT decision about claimants who “move on” from supported housing to a general needs tenancy;
o Events that will cause transitional protection stop abruptly, including changes to couple status, which can also prevent TP from being awarded in the first place. We include a flow chart to guide you through the rules about couples forming, separating, temporarily living apart and cases where one partner is ineligible for UC because of, for example, their immigration status
o Special rules for Tax Credit claimants with >£16,000 capital, and full-time students ineligible for UC.
All in all, this Workshop is your complete guide to managed migration, with tools you can take away and use when working with customers. Duplication of blank calculation sheets for use within your organisation is permitted.
Presented by Peter Barker, this Workshop will clarify all the issues involved in a detailed and fact-filled day.
TOPICS COVERED:
· The Managed Migration Timetable:
o Who and when?
· Transitional Protection
o How it works;
o Effect on HB claimants:
§ 2w run-on;
§ Data required for transitional protection;
§ Supported / temporary accommodation.
o Couples / singles;
o Erosion;
o Losing transitional protection;
o Benefit cap;
o Capital limit;
o Students;
o Calculation sheets, exercises and examples:
Duplication for use within your organisation is permitted.
· Mixed Age Couples And Managed Migration:
o On Pension Credit / not on Pension Credit;
o Pre-2019 transitional protection;
o With/without children.
We are always pleased to arrange most of our Workshops, such as this one, for staff from an individual organisation. Please email us with your requirements for details.
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