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STATUTORY INSTRUMENTS


2005 No. 3061

SOCIAL SECURITY

The Social Fund Maternity and Funeral Expenses (General) Regulations 2005

  Made 2nd November 2005 
  Laid before Parliament 8th November 2005 
  Coming into force 5th December 2005 


ARRANGEMENT OF REGULATIONS


PART I

GENERAL
1. Citation and commencement
2. Revocation
3. Interpretation
4. Provision against double payment

PART II

PAYMENTS FOR MATERNITY EXPENSES
5. Entitlement
6. Persons affected by a trade dispute

PART III

PAYMENTS FOR FUNERAL EXPENSES
7. Funeral payments: entitlement
8. Funeral payments: supplementary
9. Amount of funeral payment
10. Deductions from an award of a funeral payment

  SCHEDULE— Revocations

The Secretary of State for Work and Pensions, in exercise of the powers conferred upon him by sections 138(1)(a) and (4) and 175(1), (3) and (4) of the Social Security Contributions and Benefits Act 1992[
1], and of all other powers enabling him in that behalf, and after agreement by the Social Security Advisory Committee that proposals in respect of these Regulations should not be referred to it[2], hereby makes the following Regulations:



PART I

GENERAL

Citation and commencement
     1. —(1) These Regulations may be cited as the Social Fund Maternity and Funeral Expenses (General) Regulations 2005 and shall come into force on 5th December 2005.

Revocation
    
2. The Regulations specified in the Schedule are revoked to the extent specified there.

Interpretation
    
3. —(1) In these Regulations—

but subject to calculations of that amount made in accordance with the Tax Credits (Income Thresholds and Determination of Rates) Regulations 2002[9];

    (2) For the purposes of Part III of these Regulations, persons shall be treated as members of the same household where—

and at least one of them is resident in a care establishment as at the date of death of the person in respect of whom a funeral payment is claimed.

    (3) In paragraph (2), "care establishment" means—

as defined in regulation 2(1)[15] of the Income Support Regulations.

    (4) For the purposes of these Regulations—

Provision against double payment
     4. —(1) Subject to paragraph (2), no Sure Start Maternity Grant shall be made under these Regulations if such a payment has already been made in respect of the child in question.

    (2) Notwithstanding that a Sure Start Maternity Grant has been made to the natural mother of a child, or to one of her family, a second such payment may, subject to the following provisions of these Regulations, be made to the adoptive parents of the child in question or to persons who have been granted an order in respect of the child in question pursuant to section 30 of the Human Fertilisation and Embryology Act 1990[
17] (parental orders).

    (3) Subject to paragraph (4), no funeral payment shall be made under these Regulations if such a payment has already been made in respect of the funeral expenses in question or in respect of any further funeral expenses arising from the death of the same person.

    (4) A further funeral payment may be made in respect of any funeral expenses arising from the death of a person in respect of which such a payment has already been made where—



PART II

PAYMENTS FOR MATERNITY EXPENSES

Entitlement
     5. —(1) Subject to regulation 6, a payment to meet maternity expenses (referred to in these Regulations as a "Sure Start Maternity Grant") shall be made where—

    (2) The amount of a Sure Start Maternity Grant shall be £500 in respect of each child or still-born child.

    (3) Paragraph (1)(c)(i) shall not apply where a claim is made after the birth of a still-born child.

Persons affected by a trade dispute
     6. —(1) Where the claimant or the claimant's partner is a person affected by a trade dispute, a Sure Start Maternity Grant shall be made only if—

    (2) In paragraph (1)(b), the relevant claim means the claim in respect of which a tax credit of the type referred to in head (i) or (ii) of that sub-paragraph was awarded.



PART III

PAYMENTS FOR FUNERAL EXPENSES

Funeral payments: entitlement
    
7. —(1) In these Regulations—

    (2) Subject to regulation 8, a funeral payment shall be made where each of the conditions referred to in paragraphs (3) to (9) is satisfied.

    (3) The first condition is that, in respect of the date of the claim for a funeral payment, the responsible person or his partner is a person to whom paragraph (4) applies.

    (4) This paragraph applies to a person—

    (5) The second condition is that the deceased was ordinarily resident in the United Kingdom at the date of his death.

    (6) The third condition is that the claim is made within the prescribed time for claiming a funeral payment.

    (7) The fourth condition is that the claimant is the responsible person or the partner of the responsible person.

    (8) The fifth condition is that—

    (9) The sixth condition is that the funeral takes place—

    (10) This paragraph applies where the responsible person or his partner is—

Funeral payments: supplementary
     8. —(1) Subject to paragraph (2), the claimant shall not be entitled to a funeral payment where the responsible person is an immediate family member, a close relative or a close friend of the deceased and—

    (2) Paragraph (1) shall not apply to disentitle the claimant from a funeral payment where the immediate family member who meets the description specified in sub-paragraph (c) of that paragraph is at the date of death—

    (3) Paragraphs (4) to (8) apply for the purposes of regulation 7(8)(d) and (e).

    (4) The deceased shall be treated as having had no partner where the deceased had a partner at the date of death and—

    (5) Whether it is reasonable for the responsible person to accept responsibility for meeting the expenses of a funeral shall be determined by the nature and extent of his contact with the deceased.

    (6) Paragraph (7) applies (subject to paragraph (8)) in a case where the deceased had one or more close relatives.

    (7) If, on comparing the nature and extent of any close relative's contact with the deceased and the nature and extent of the responsible person's contact with the deceased, any such close relative was—

the claimant shall not be entitled to a funeral payment.

    (8) However paragraph (7) shall not apply where the close relative who was in—

    (9) In a case where the responsible person is the partner of the person who was a close relative, immediate family member or (as the case may be) close friend of the deceased, references in the preceding provisions of this regulation, and in regulation 7(8)(d) and (e), to the responsible person are to be construed as references to the responsible person's partner.

Amount of funeral payment
     9. —(1) A funeral payment shall be an amount sufficient to meet any relevant expenditure less any amount which falls to be deducted under regulation 10.

    (2) In paragraph (1), "relevant expenditure" means any costs to which paragraph (3) applies which fall to be met or have been met by the responsible person (or a person acting on behalf of the responsible person), inclusive of any available discount on those costs allowed by the funeral director or by any other person who arranges the funeral.

    (3) This paragraph applies to the following costs—

    (4) Paragraphs (2) and (3) have effect subject to the following provisions.

    (5) Paragraph (3)(a) does not apply to costs in connection with burial of the deceased's ashes (where he was cremated).

    (6) All references to 80 kilometres shall be construed as applying to—

    (7) The cost of items and services referred to in paragraph (3)(a), (b), (d) and (e) shall not include any element in the cost of those items and services which relates to a requirement of the deceased's religious faith.

    (8) Paragraph (3)(e)(i) includes costs only to the extent that, together with the costs referred to under paragraph (3)(a)(ii), they do not exceed the costs which would have been incurred under—

if it had been necessary to purchase for the deceased a new burial plot with an exclusive right of burial.

    (9) Paragraph (3)(f) includes costs only to the extent that they do not exceed the costs which would have been incurred in respect of a return journey from the home of the responsible person to the location where the necessary costs of a burial or, as the case may be, cremation referred to in paragraph (3)(a) or (b) would have been incurred.

    (10) Where items and services have been provided on the death of the deceased under a pre-paid funeral plan or under any analogous arrangement—

Deductions from an award of a funeral payment
     10. —(1) There shall be deducted from the amount of any award of funeral payment which would otherwise be payable—

    (2) The amount of any payment made under—

shall be disregarded from any deduction made under this regulation.

    (3) In paragraph (2), "the Macfarlane Trust", "the Macfarlane (Special Payments) Trust", "the Macfarlane (Special Payments) (No. 2) Trust", "the Fund", "the Eileen Trust" and "the Skipton Fund" shall have the same meaning as in regulation 2(1) of the Income Support Regulations.



igned by authority of the Secretary of State for Work and Pensions


James Plaskitt
Parliamentary Under-Secretary of State, Department for Work and Pensions

2nd November 2005



SCHEDULE
Regulation 2


Revocations


Name of Regulations S.I. Number Extent of revocation
The Social Security (Care Homes and Independent Hospitals) Regulations 2005 2005/2687 Regulation 10
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 2004 2004/2536 The whole Regulations
The Social Security (Miscellaneous Amendments) (No. 2) Regulations 2004 2004/1141 Regulation 8
The Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) (No. 3) Regulations 2003 2003/1731 Regulation 6(6)
The Social Fund Maternity and Funeral Expenses (General) Amendment (No. 2) Regulations 2003 2003/1570 The whole Regulations
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 2003 2003/471 The whole Regulations
The Social Security (Working Tax Credit and Child Tax Credit) (Consequential Amendments) Regulations 2003 2003/455 Paragraph 2 of Schedule 4
The State Pension Credit (Consequential, Transitional and Miscellaneous Provisions) Regulations 2002 2002/3019 Regulation 31(1) and (2)
The Social Fund (Miscellaneous Amendments) Regulations 2002 2002/2323 Regulation 3
The Social Fund Maternity and Funeral Expenses (General) Amendment (No. 2) Regulations 2002 2002/470 The whole Regulations
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 2002 2002/79 The whole Regulations
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 2001 2001/3023 The whole Regulations
The Social Security Amendment (Capital Disregards and Recovery of Benefits) Regulations 2001 2001/1118 Regulation 3
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 2000 2000/528 The whole Regulations
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 1999 1999/3266 The whole Regulations
The Social Security and Child Support (Tax Credits) Consequential Amendments Regulations 1999 1999/2566 The references to the Social Fund Maternity and Funeral Expenses (General) Regulations 1987 in Parts 1 and 2 of Schedule 2
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 1997 1997/2538 The whole Regulations
The Social Security (Social Fund and Claims and Payments) (Miscellaneous Amendments) Regulations 1997 1997/792 Regulations 1(2), 2 to 7 and 9
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 1996 1996/1443 The whole Regulations
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 1995 1995/1229 The whole Regulations
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 1994 1994/506 The whole Regulations
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 1992 1992/2149 The whole Regulations
The Social Fund (Miscellaneous Amendments) Regulations 1990 1990/580 Regulations 5 to 7
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 1989 1989/379 The whole Regulations
The Social Fund Maternity and Funeral Expenses (General) Amendment Regulations 1988 1988/36 The whole Regulations
The Social Fund Maternity and Funeral Expenses (General) Regulations 1987 1987/481 The whole Regulations



EXPLANATORY NOTE

(This note is not part of the Regulations)


These Regulations revoke and replace, with a few minor changes, the Social Fund Maternity and Funeral Expenses (General) Regulations 1987 and provisions amending those Regulations. They make provisions under section 138(1)(a) of the Social Security Contributions and Benefits Act 1992 for payments to be made out of the social fund to meet maternity expenses and funeral expenses (referred to in the Regulations as "Sure Start Maternity Grants" and "funeral payments" respectively).

In Part I, regulations 1 and 3 are formal and contain interpretation provisions. Regulation 2 revokes the 1987 Regulations and amending provisions. Regulation 4 provides that two payments shall not be made in respect of the same expenses.

Part II deals with maternity payments. Regulation 5 prescribes the circumstances in which such payments are to be made and the appropriate amount. Regulation 6 sets out special rules on entitlement which apply to persons affected by a trade dispute.

Part III makes provision for funeral payments. Regulations 7 and 8 set out the circumstances in which funeral payments are to be made. Regulation 9 prescribes how the amount of a funeral payment is to be arrived at. Regulation 10 prescribes certain deductions from such a payment.

A regulatory impact assessment has not been produced for this instrument as it has no impact on the costs of business.


Notes:

[1] 1992 c. 4. Section 138(4) is an interpretation provision and is cited because of the meaning ascribed to the word "prescribed". Section 175(1) and (4) was amended by section 2 of, and Schedule 3, paragraph 29(1), (2) and (4) to, the Social Security Contributions (Transfer of Functions, etc.) Act 1999 (c. 2).back

[2] See section 173(1)(b) of the Social Security Administration Act 1992 (c. 5).back

[3] S.I. 1987/1967.back

[4] S.I. 1996/207.back

[5] Relevant amending instruments are S.I. 1988/1445 and 2001/3070.back

[6] A relevant amending instrument is S.I. 2001/3070.back

[7] 2002 c. 21.back

[8] S.I. 2002/2007.back

[9] S.I. 2002/2008.back

[10] 1995 c. 18. Section 1(4) was amended by section 59 of, and paragraph 2 of Schedule 7 to, the Welfare Reform and Pensions Act 1999 (c. 30).back

[11] c. 48.back

[12] S.I. 1987/1968. S.I. 1997/792 is a relevant amending instrument.back

[13] 1926 c. 48. Section 12 was amended by section 1 of the Still-Birth (Definition) Act 1992 (c. 29).back

[14] 1965 c. 49. Section 56(1) was amended by section 1 of the Still-Birth (Definition) Act 1992.back

[15] S.I. 2005/2687 is a relevant amending instrument.back

[16] Regulation 16(3)(c) was revoked by regulation 2(2) of, and paragraph 1 of Schedule 1 to, S.I. 1992/3147.back

[17] c. 37.back

[18] S.I. 2002/2005.back

[19] Section 131 was substituted by section 103 of, and paragraph 4 of Schedule 9 to, the Local Government Finance Act 1992 (c. 14).back

[20] O.J. No. L257, 19.10.68, p. 2.back

[21] O.J. No. L142, 1.7.70, p. 24.back

[22] O.J. No. L257, 18.10.68, p. 13.back

[23] O.J. No. L172, 28.6.73, p. 14.back

[24] 1999 c.33.back

[25] S.I. 1975/555; the relevant amending instrument is S.I. 1992/2595.back

[26] S.R. 1975 No. 109 (N.I.); the relevant amending instrument is S.R. 1992 No. 453.back

[27] S.I. 1992/3146.back



ISBN 0 11 073574 9


 © Crown copyright 2005

Prepared 8 November 2005


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