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Winter Fuel Payment - I'll be 63 when I get it
in Over 50s MoneySaving
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I see from your linked item that there's a retrospective claim form for winters 1997/98, 1998/99 and 1999/2000, but not for later years which are not allowed.
Something doesn't sound quite right here - for your sister to have reached retirement age at 60 she would have to be born before 6th April 1950. It's true that for women born in the four years after that date, their pension age rises rapidly until for those born on or after November 1954 it's 66, in line with men.
But as far as I'm aware the proposal for a further increase from 66 to 67 that was in last years Queens Speech only affects those born after 5th April 1960 ?
So assuming you were born in around 1954-55, you should be looking at a retirement age of 66, not 67 (unless they shift the goalposts again!)
My husband falls in the the man born just before 5th January 1952 category.
He has been sent an application form for the winter fuel payment for 2013/2014.
So to clarify, a man in that situation does have to apply, but they'll be sent the application form automatically.
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I found a government document which lists qualifying ages till 2025. Copied the important bit here ...
Winter fuel payment qualifying dates
Winter - Must be born on or before this date to qualify
2012-13 - 5 July 1951
2013-14 - 5 January 1952
2014-15 - 5 July 1952
2015-16 - 5 January 1953
2016-17 - 5 May 1953
2017-18 - 5 August 1953
2018-19 - 5 November 1953
2019-20 - 5 April 1954
2020-21 - 5 October 1954
2021-22 - 25 September 1955
2022-23 - 24 September 1956
2023-24 - 22 September 1957
2024-25 - 21 September 1958
2025-26 - 27 September 1969
Beyond 2025-26 – if the Winter Fuel Payments scheme is still in existence – the qualifying age rules may change again.
A useful find - thank you !
It sounds like you are in a very similar position to me (MY OH was 61 at the end of september).
Assuming that you still live with your husband and share finances, then as I understand it, in your circumstances financially it won't really matter when you become eligible, as the payment is per household, not per individual.
So assuming the rules remain unchanged, all that will happen when you become eligible is that is that your OH will only get £100 instead of the £200 he will have previously been receiving, the other £100 being sent to you instead.
So are those also the dates of birth of females qualifying for state pension from 5 April in the first of the two years?