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staff-005: What other benefits could you receive in addition to State Pension, and under what circumstances would you be entitled to them?

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source-c003: DMG Vol 12 Ch 74: State Pension — PDF page 1

Official source · Exact excerpt and hashes

Distinguishes new State Pension from retirement pension and routes old-regime research to chapter 75.

74001 This Chapter gives guidance on SP. SP is the legislative term for “new state pension” whereas the
legislative term for “old state pension” is RP. To be entitled to SP, a person must reach pensionable age

on or after 6.4.161. A person who reached pensionable age before 6.4.16 may be entitled to RP 2.


Note: See DMG Chapter 75 for guidance on RP.


                                                                  1 Pensions Act 14, s 1(2); 2 SS CB Act 92



Differences between state pension and retirement pension

Single-component pension
74002 Once the transition to the new SP is complete it will be a single-component pension in contrast to
RP which can consist of BP and AP and other components such as GRB or age addition.

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source-c008: DMG Vol 13 Ch 77: Conditions of entitlement, membership of the household and normal amount payable — PDF page 14

Official source · Exact excerpt and hashes

Captured Pension Credit entitlement conditions; statutory and transitional dependencies remain.

77031 A claimant is entitled to SPC if they1


1. are in GB and


2. have reached the qualifying age and


3. satisfy the conditions to get a GC or SC and


4. are not a member of a


      4.1 couple where the other member is entitled to SPC or


      4.2 mixed-age couple (see DMG 77035 and 77140)


      4.3 polygamous marriage (see DMG 77016) where the other party to the marriage or the additional
      spouse are members of the same household and entitled to SPC (but see DMG 77140 et seq) and


5. have made a valid claim2 and


6. where relevant, their partner, satisfy the NI provisions (see DMG Chapter 02) 3.


           1 SPC Act 02, s 1(2) & 4(1) & (1A); SPC Regs, Sch III, para 1(3); 2 SS A Act 92, s 1(1) & (4); 3 s 1(1A)

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source-c032: DMG Vol 14 Ch 85: Income other than earnings — PDF page 30

Official source · Exact excerpt and hashes

Named income types; exclusions, disregards and relevant variants require linked evidence.

85091 When calculating income other than earnings the DM has to take


1. Annuity income(except those annuities listed at DMG 85171)


2. Armed forces death in service awards


3. BA


4. CA


5. ESA(Cont)


6. IB


7. IIDB


8. Certain types of income from capital


9. Inherited royalties/copyright payments


10. JSA(Cont)


11. MA


12. Maintenance payments for the claimant or partner


13. PB and MDB scheme


14. Retirement pension income (including increases for adult dependants) (see DMG 85130 et seq)


15. SDA


16. State Pension


17. War orphan's pension


18. WP

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source-c039: DMG Vol 10 Ch 61: Attendance Allowance and Disability Living Allowance — PDF page 5

Official source · Exact excerpt and hashes

AA/DLA age conditions and PIP references; not a complete PIP transition or continuation rule.

61014 To be entitled to DLA a person must be


1. under pensionable age and


2. in the case of


      2.1 the lower rate of the mobility component, aged five or over (see DMG 61251 et seq) or


      2.2 the higher rate of the mobility component, aged three or over (five years or over before
      09.04.01).


Note: From 6.12.181 the age condition changed from being under age 65 to being under pensionable

age2. See DMG Chapter 75 for guidance on pensionable age.


                                                          1 Pensions Act 07, s 13(3); 2 SS CB Act 92, s 75(1)



The residence and presence and competency conditions

61015 [See DMG memo 12-25] To become entitled to AA or DLA a person must satisfy the residence
and presence conditions, and competency condition, under UK law (see DMG Chapter 07).



Day for payment of AA and DLA

AA
61016 AA is a weekly benefit payable on Mondays unless


1. it is linked with another benefit and

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source-c036: DMG Vol 10 Ch 60: Carer’s Allowance — PDF page 3

Official source · Exact excerpt and hashes

Carer eligibility conditions; relevant current jurisdiction, age, earnings, study and benefit rules need reconciliation.

60025 [See DMG memo 12/23] [See DMG memo 12-25] The conditions for entitlement are that the
claimant


1. is engaged in caring for a severely disabled person for any day1 (see DMG 60035 - 60042) and


2. is regularly and substantially engaged in caring for that person 2 (see DMG 60035 - 60042) and


3. is not gainfully employed3 (see DMG 60051 - 60052) and


4. is aged 16 or over4 (see DMG 60058) and


5. is not in FTE5 (see DMG 60068 - 60081) and


6. satisfies prescribed conditions of residence or presence in GB6 (see DMG Chapter 07 Part 2).

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