× Search rightsnet
Search options

Where

Benefit

Jurisdiction

Jurisdiction

From

to

Forum Home  →  Discussion  →  Benefits for older people  →  Thread

Joint Claim PC - Overpayment, who is liable?

Posh
forum member

Welfare Benefits for Over 60's, Alnwick CAB

Send message

Total Posts: 8

Joined: 11 July 2011

Morning all!

I’m just after a bit of advice. I’m dealing with a client who is seperated from her ex-husband. Cl had a joint claim for pension credits whilst they were together and her husband began to work and they failed to disclose a change of circs regarding income. There is no argument that the overpayment is correct.

However, what I would like to know is, who can the DWP pursue for the debt? When I spoke to them, they said that they will only pursue the person who’s NI number is displayed on the bank statement when the benefit is paid as it is their claim. I was under the impression that a joint claim is a joint claim regardless of who is paid pension credits.

Has anyone tried to argue beneficial interest in that the ex-husband also used some of the money and therefore he should also be liable for the overpayment? Has anyone come across a similar situation? Any tactics gratefully received.

John Birks
forum member

Welfare Rights and Debt Advice - Stockport Council

Send message

Total Posts: 1064

Joined: 16 June 2010

I didn’t know that PCg was a joint claim?

I always thought that it was a benefit that one had to claim for the other rather than jointly as is Tax Credits.

Posh
forum member

Welfare Benefits for Over 60's, Alnwick CAB

Send message

Total Posts: 8

Joined: 11 July 2011

After reading through Cpag John, it seems you are right!

AXM
forum member

Social Security Law Newcastle Law Centre

Send message

Total Posts: 9

Joined: 22 June 2010

Posh - 18 October 2011 08:14 AM

Morning all!

I’m just after a bit of advice. I’m dealing with a client who is seperated from her ex-husband. Cl had a joint claim for pension credits whilst they were together and her husband began to work and they failed to disclose a change of circs regarding income. There is no argument that the overpayment is correct.

However, what I would like to know is, who can the DWP pursue for the debt? When I spoke to them, they said that they will only pursue the person who’s NI number is displayed on the bank statement when the benefit is paid as it is their claim. I was under the impression that a joint claim is a joint claim regardless of who is paid pension credits.

Has anyone tried to argue beneficial interest in that the ex-husband also used some of the money and therefore he should also be liable for the overpayment? Has anyone come across a similar situation? Any tactics gratefully received.

AXM
forum member

Social Security Law Newcastle Law Centre

Send message

Total Posts: 9

Joined: 22 June 2010

I note that you say that the ” overpayment is correct” . However the overpayment may still not be recoverable if there has not been a legally effective and valid decision on entitlement. Without this there will be no recoverable overpayment. Please see section 71(5A) of The Social Security Adminstration Act 1992.

neilbateman
forum member

Welfare Rights Author, Trainer & Consultant

Send message

Total Posts: 443

Joined: 16 June 2010

Posh - 18 October 2011 08:14 AM

  There is no argument that the overpayment is correct.

Given the frequency of errors made by DWP overpayment cases, I would not be so sure that the amount is correct. 

It is strongly advisable to appeal all overpayments in order to protect the client’s position.

John Birks
forum member

Welfare Rights and Debt Advice - Stockport Council

Send message

Total Posts: 1064

Joined: 16 June 2010

However, you can only advise accordingly.

The decision is up to the client. Even if you don’t like their decision.

neilbateman
forum member

Welfare Rights Author, Trainer & Consultant

Send message

Total Posts: 443

Joined: 16 June 2010

John Birks - 25 October 2011 12:21 PM

However, you can only advise accordingly.

The decision is up to the client. Even if you don’t like their decision.

Equally an adviser can refuse to act for a client when their advice is not accepted. 

Presumably client in this case is not pleased about having to repy which is why they have asked for advice.

John Birks
forum member

Welfare Rights and Debt Advice - Stockport Council

Send message

Total Posts: 1064

Joined: 16 June 2010

neilbateman - 25 October 2011 02:39 PM
John Birks - 25 October 2011 12:21 PM

However, you can only advise accordingly.

The decision is up to the client. Even if you don’t like their decision.

Equally an adviser can refuse to act for a client when their advice is not accepted. 

Presumably client in this case is not pleased about having to repy which is why they have asked for advice.

It must be an odd situation where an appeal is driven by the adviser on threat of withdrawl if the appellant doesn’t comply.

There are reasons to withdraw sometimes, but that would mainly be on a credibility issue. Usually.

Anyway. Contrariness aside, from reading the original post it seems the client agreed there was an overpayment but was looking for at least a joint liability. The circumstances given were that the party whom was the root cause of the OP was not liable for the debt but was included in the claim and benefited from the same. Which seemed unfair.

neilbateman
forum member

Welfare Rights Author, Trainer & Consultant

Send message

Total Posts: 443

Joined: 16 June 2010

John Birks - 26 October 2011 08:48 AM
neilbateman - 25 October 2011 02:39 PM
John Birks - 25 October 2011 12:21 PM

.

It must be an odd situation where an appeal is driven by the adviser on threat of withdrawl if the appellant doesn’t comply.

.

Yes it would be an odd situation but no one has suggested “threatening ” anything.

John Birks
forum member

Welfare Rights and Debt Advice - Stockport Council

Send message

Total Posts: 1064

Joined: 16 June 2010

neilbateman - 27 October 2011 08:20 AM
John Birks - 26 October 2011 08:48 AM
neilbateman - 25 October 2011 02:39 PM
John Birks - 25 October 2011 12:21 PM

.

It must be an odd situation where an appeal is driven by the adviser on threat of withdrawl if the appellant doesn’t comply.

.

Yes it would be an odd situation but no one has suggested “threatening ” anything.

you definitely want the last word on this one don’t you?

benefitsadviser
forum member

Sunderland West Advice Project

Send message

Total Posts: 1005

Joined: 22 June 2010

John Birks - 27 October 2011 10:58 AM
neilbateman - 27 October 2011 08:20 AM
John Birks - 26 October 2011 08:48 AM
neilbateman - 25 October 2011 02:39 PM
John Birks - 25 October 2011 12:21 PM

.

It must be an odd situation where an appeal is driven by the adviser on threat of withdrawl if the appellant doesn’t comply.

.

Yes it would be an odd situation but no one has suggested “threatening ” anything.

you definitely want the last word on this one don’t you?

No fellas : I do!

nevip
forum member

Welfare rights adviser - Sefton Council, Liverpool

Send message

Total Posts: 3142

Joined: 16 June 2010

I’m Spartacus!

1964
forum member

Deputy Manager, Reading Community Welfare Rights Unit

Send message

Total Posts: 1711

Joined: 16 June 2010

LOL!!!