Managed Migration Transitional Element Calculation

Hi,

Trying to work out whether the TE are correct for a couple of clients I’m not great at Maths!!! I have tried to manually work it out so was hoping someone could help as I’m not sure I’m working it out correctly??? (first ones I’ve needed to do and have plenty more to do in the pipeline!!). I have advised that the client’s request a full breakdown of the TP calculation on there journal but had no response from UC.  Also what tends to happen if UC have calculated TP incorrectly has UC requested they pay back the over payment???

Case 1

UC awarded as follows

UC - SA couple HC full £464.19
Carer element x 2
TP £1278.19
Deds CA x 2 £354.90 and £43.50 as savings £8315.99

Prior to migration

Client and partner have 2 adult sons living with them that they claimed CA for

IS £323pw
Cl claims CA for son on SRDL SRM PIP
Partner claims CA for son who’s on ERDL ERM of PIP
Cl on PIP SRDL SRM
Partner on PIP ERDL ERM
Rent £107.12pw - Full HB

Case 2 - i’m not sure what the TP is for???

UC SA, full rent HC £463.02 LCWRA. TP £127.13 Deds £598.87 Adv £35.69

Was on NSESA - £138.20

Any help would be much appreciated!!!

Hi RAISE,

I recommend Gareth Morgan’s (on rightsnet) ferret calculator which really helps to ‘see’ the TE calculation. Link is: https://www.ferret.co.uk/TestReckoners/UCTP-periods/UCTP-periods.htm

DWP are definitely getting Transitional Element calculations wrong. We are currently writing in the journal, asking for a breakdown of the calculation and pursuing it when we see it is wrong to avoid overpayments down the line.

Thanks Rebecca. Will give that a try!
I have been asking for breakdown of the calculation from UC but they have not responded to any of the clients!!!

I tried to do the arithmetic re case study one, it seems to me they got the IS calculation wrong, which throws the whole thing off. As a disabled couple in receipt of CA their IS would include the carers premium twice but CA would count as income. Their IS would include the DP, the SDP and the EDP premiums and the carers premium twice. It would be reduced by their income [double CA] and tariff income. My calculation of IS entitlement is £313pw,  the £323 is pretty close to their applicable amount excluding the SDP. 
Assuming the housing costs are correct their maximum pre migration benefit   would have been £1820.52PM , I calculate their starter UC as 1138.57 giving a TPE of £681.95, just short of half the figure provided

I cannot see any entitlement to a TPE at all for the second case study.

i concede my arithmetic may be wrong but certainly not as wrong as the DWP’s. Also i tried to use the ferret calculator but couldn’t make it work. 

I await the judgement of my peers.

lost in Granite - 13 January 2025 01:02 PM

My calculation of IS entitlement is £313pw,  the £323 is pretty close to their applicable amount excluding the SDP.

Or it could be IS including SDP and with CA income deducted, but not tariff income.

Transitional protection would come out somewhere near what has been awarded if the system somehow missed the CA deducted from the IS but took it into account in the indicative UC perhaps?  Difference of £709.80 doesn’t exactly account for it but close enough if you factor in some kind of glitch with the tariff income

If this is an indicator of the poor performance of the DWP IT then it is likely we are witnessing the start of a scandal which will dwarf all previous scandals. An overpayment of Several hundred pounds per month will become a debt around a persons neck which will take years, potentially to recover from.

By the way i tried to get a TPE figure that matched the case 2 study, i only got close if i added SDP and converted the NESA into irESA. Even then i only got to £107pm

In the majority of cases I’m seeing, DWP are getting the calculation wrong, although it is usually in the claimant’s favour.

With regard to Case 1, I would suspect it is as Peter suggests, that IS simply didn’t know about the savings (which is quite common). That leads to IS entitlement of £323/week precisely. However the TE calculation isn’t as bad as has been suggested:
TLA:
IS: £323/w = £1,399.67
HB: £107.12/w = £464.19
Total: £1,863.86
IUCA:
SA: £617.60
Housing: £464.19
Caring: £396.62
Total: £1,478.41
Less CA: £709.80
Less tariff income: £43.50
Net award: £725.11
TE: £1,863.86 - £725.11 = £1,138.75

That is £139.44 lower than what was actually awarded.

Agree with Charles, our reckoner gives a TE of £1,138.74 for case 1.

Need more details for case 2.

Re case 1: It seems to me that the calculation of IS is wrong, please check my arithmetic because if i am correct and the couple are getting IS of the recorded amount then not only are they being overpaid IS, but the TE element is way wrong.
Applying the facts as laid out I calculate the IS entitlement to be £160pw and not £323.
The Facts are a couple both in receipt of PIP and both in receipt of Carers allowance for their kids.
The applicable amount would be the couple rate of 142.25, the DP of 60.60 and the EDP of 29.75 plus the CP twice 45.60 X 2 or £323.80
Their income is CA twice 163.80 plus tariff income of £10 total income being 173.80
Giving an IS entitlement of 323.8 minus 173.8 = £150pw or £650pm

Adding in the Housing costs of £464.19pm we get a TLA of £1114.19

Putting the UC calculation into the mix the calculation of the TE looks like this,
SA: £617.60
Housing E: £464.19
Caring E x 2: £396.62
Total: £1,478.41
Less CA: £709.80
Less tariff income: £43.50
Net award: £725.11
TE: £1114.19 - £725.11 = £389.08, this is nowhere near the TP £1278.19 indicated

I really hope i went wrong somewhere, if i did please tell me

lost in Granite - 14 January 2025 09:10 PM

I really hope i went wrong somewhere, if i did please tell me

You’ve omitted the double SDP to which they appear to be entitled.

Just doubling down on this in case it isn’t clear,  they both get CA but not because they care for each other: they care for two other people so the CA did not suppress the SDP when they were on IS

i confess i messed up. Double SDP how can i have missed that. L