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Zero out Income Support and income-based JSA after managed migration#1631

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MaxGhenis merged 1 commit intomainfrom
add-income-support-phaseout
Apr 18, 2026
Merged

Zero out Income Support and income-based JSA after managed migration#1631
MaxGhenis merged 1 commit intomainfrom
add-income-support-phaseout

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Summary

  • Income Support and income-based Jobseeker's Allowance were abolished on 31 March 2026 (last payments); DWP completed managed migration to Universal Credit with a hard cutoff.
  • Mirrors the Tax Credits phase-out template from Stop paying Tax Credits after DWP managed migration completed #1619.
  • Adds gov.dwp.income_support.active and gov.dwp.JSA.income.active bool parameters that flip to false from 2026-04-01.
  • Gates income_support and jsa_income formulas to return zero when inactive.
  • Contribution-based JSA (jsa_contrib) is a separate scheme and remains active — no change.

Why

policyengine_uk was overstating Income Support spending by roughly +£0.9bn vs DWP outturn because the dataset carries reported IS values from the 2022/23 FRS, which the model projects forward indefinitely. With this fix, post-migration years correctly project to zero.

References:

Test plan

  • New income_support_post_migration.yaml with 6 tests (IS active in 2025, zero in 2026+, income-based JSA active in 2025, zero in 2026+, contribution-based JSA unaffected)
  • Moved three existing jsa_income_capital.yaml tests from 2026 → 2025 (they were implicitly relying on the scheme being active)
  • Updated one esa_income_capital.yaml test: moved 2026 → 2025, adjusted expected IS entitlement accordingly
  • Full policyengine_uk/tests/policy/ suite: 971 passed locally

🤖 Generated with Claude Code

Income Support and income-based Jobseeker's Allowance were abolished on
31 March 2026 (last payments) following DWP's completion of managed
migration to Universal Credit. New `gov.dwp.income_support.active` and
`gov.dwp.JSA.income.active` bool parameters flip to false from
2026-04-01; the formulas now return zero when inactive. Contribution-based
JSA is a separate scheme and remains active.

Mirrors the Tax Credits phase-out template (#1619).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@MaxGhenis MaxGhenis force-pushed the add-income-support-phaseout branch from 7825759 to b67f630 Compare April 18, 2026 11:02
@MaxGhenis MaxGhenis merged commit 1d53465 into main Apr 18, 2026
8 checks passed
@MaxGhenis MaxGhenis deleted the add-income-support-phaseout branch April 18, 2026 11:12
vahid-ahmadi added a commit that referenced this pull request Apr 20, 2026
Add yaml regression tests for `housing_benefit_eligible` exercising
the `& ~claiming_uc` clause that prevents a benunit on Universal
Credit from also being eligible for Housing Benefit. The contract
already holds today via the explicit guard in the eligibility
formula, but nothing pinned it as a test, so a future refactor
could silently allow simultaneous UC + HB awards.

Other legacy benefit consistency is enforced via:
- Reported anchors (`jsa_income`, `esa_income` only pay reported
  amounts, so unreported families don't double-up with UC).
- `active.yaml` flags shutting Tax Credits, Income Support and
  income-based JSA off post-managed-migration (PRs #1619, #1631).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
MaxGhenis pushed a commit that referenced this pull request Apr 20, 2026
Add yaml regression tests for `housing_benefit_eligible` exercising
the `& ~claiming_uc` clause that prevents a benunit on Universal
Credit from also being eligible for Housing Benefit. The contract
already holds today via the explicit guard in the eligibility
formula, but nothing pinned it as a test, so a future refactor
could silently allow simultaneous UC + HB awards.

Other legacy benefit consistency is enforced via:
- Reported anchors (`jsa_income`, `esa_income` only pay reported
  amounts, so unreported families don't double-up with UC).
- `active.yaml` flags shutting Tax Credits, Income Support and
  income-based JSA off post-managed-migration (PRs #1619, #1631).

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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