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Apply the Housing Benefit personal allowance for main-phase ESA claimants

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@anth-volk is already working on this.

Since Oct 9, 2026.

  • #2217 by @anth-volk — open

Assessment

Difficulty
4/5
Estimated time
3-5 days
Newbie friendliness
15/100
Issue type
Feature
Clarity
Mostly clear
Activity status
Active
Tech stack
python
Domain
backend

Research direction

Start with policyengine_uk/variables/gov/dwp/housing_benefit/housing_benefit_applicable_amount.py, where the applicable amount and the existing adult allowance parameters are used, then trace the new claimant Boolean input the issue asks for. Done means the Boolean and derived adjustment are added across the five listed files with a changelog entry and the phase, age, regime and household controls pass. Pull request #2217 is already open against this issue, so check it before starting.

Written by the indexing model from the issue text.

Description

Summary

Approved plan C4 adds the working-age main-phase ESA personal-allowance exception through one pre-assessed claimant-specific Boolean and one derived adjustment, using the existing adult monetary parameters. Existing ESA variables provide reported amounts and capital screens, not award phase, so those amounts cannot establish this condition. Five files; at most one Boolean input; no full ESA entitlement model. Working-age Housing Benefit applicable amounts (Schedule 3 Part 1: age bands, ESA main-phase exception and children); NI Housing Benefit personal allowances and main-phase ESA condition (Schedule 4 Part I paragraphs 1 and 1A)

Audited model surface

  • Audited release: policyengine-uk 2.106.1
  • Audit unit: variable:housing_benefit_applicable_amount
  • Last model modification: 2024-07-15
  • Explicitly reviewed units:
    • variable:housing_benefit_applicable_amount — last model modification: 2024-07-15
  • Audit date: 2026-10-09
  • Periods reviewed: Current working-age personal allowance rule; 2024 regression amounts
  • Jurisdictions: Great Britain and Northern Ireland

Findings and implementation parts

1. Under-age claimants entitled to main-phase ESA should receive the higher corresponding personal allowance.

Sources: Working-age Housing Benefit applicable amounts (Schedule 3 Part 1: age bands, ESA main-phase exception and children); NI Housing Benefit personal allowances and main-phase ESA condition (Schedule 4 Part I paragraphs 1 and 1A)

Uncertainties and exclusions

No verified phase data source. Missing/false input retains the age-based approximation and may understate the allowance. Do not infer phase or legal entitlement from an annual ESA payment or a generic disability flag. Pension-age allowances, adult premiums and current rate changes remain separate; #1925 owns published adult rates.

Dominant language
Python
Stars
51
Forks
34
Avg merge
2d 11h
Merged PRs (30d)
169

Getting set up

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

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