Wrong type of ESA reassessment.

calcotti

pmlindyloo wrote: »

It will be interesting to see if he is backdated for the entire period since his transfer.

He should be recorded as having an entitlement to it for the whole period since transfer - over 7 years that comes to a bit short of £6,000. However the amount actually due will be reduced by any transitional protection which has been in payment above the standard contribution based award and by any tariff income resulting from savings over £6,000 for whatever period of time this may have applied.

iansmum wrote: »

It seems grossly unfair that on contribution based he was allowed what he had with no penalty and maybe on income based he may lose out.

I must emphasise again that this is not about losing out what he has already had - it is all about seeing if he should have more. His contribution based award will continue and is not affected in any way by savings.

TELLIT01

iansmum wrote: »

Thanks. That’s exactly it! It seems grossly unfair that on contribution based he was allowed what he had with no penalty and maybe on income based he may lose out. I’d appreciate any info you can find.

He will not 'lose out' on the income based element of ESA. He will be treated exactly the same as he would have been if he had been assessed when it should have happened. Whatever decision is made on entitlement to Income Related benefit will have no effect on the entitlement to Contributions Based elements.

poppy12345

TELLIT01 wrote: »

He will not 'lose out' on the income based element of ESA. He will be treated exactly the same as he would have been if he had been assessed when it should have happened. Whatever decision is made on entitlement to Income Related benefit will have no effect on the entitlement to Contributions Based elements.

That's very interesting, i've heard people say that they weren't entitled to the backdated money because of their current savings. :eek:

TELLIT01

poppy12345 wrote: »

That's very interesting, i've heard people say that they weren't entitled to the backdated money because of their current savings. :eek:

Unless the rules have changed that shouldn't be the case. There would be no point in asking for 6 years worth of bank statements if calculations of entitlement were going to be made on the basis of current savings. Anybody finding themselves in that position should demand a recon, and if that fails take it up with their MP.

calcotti

poppy12345 wrote: »

That's very interesting, i've heard people say that they weren't entitled to the backdated money because of their current savings. :eek:

Definitely not the intention and purpose of the exercise. People may have no income based entitlement now but should still get arrears if their circumstances were previously different.

iansmum

Hello again. I just thought I would post an update as my sons assessment and decision came through. What a rigmarole though! They sent me an additional request after a few weeks for bank statements for current account and any savings accounts from April 2012 to the present day! I contacted his bank and long story short they sent me reams and reams of statement copies for the whole period - no charge. He had had four consecutive ISAs over that period and a current account. I sent the lot back for them to get on with and about a fortnight later received three fat envelopes through the post. One had all the paperwork I’d sent through in it and the other two had what looked like weekly calculations for all his assets for that period! There must have been about 150 sheets! Then a letter saying he had been reassessed for IR ESA and a back payment of nearly £3500. No premiums for him and it didn’t say anything about any penalties for being over the threshold. It also said we have a year before they will look at the £6000 threshold so the back payments have been moved out as he is going to contribute to a new car to ferry him round in. His new benefit rates mean he will get about £18 a week more than presently so he is a bit bette off. So there we are. Thanks again for all your advice and reassurances, much appreciated. :T:T

sportsarb

150 sheets?

Were they handwritten figures on a pro forma? It sounds like some poor !!!!!!! might have had to calculate it manually and write it out on ESA14s.

The most I ever saw awarded through these exercises was £27k. Some quite staggering amounts.

iansmum

sportsarb wrote: »

150 sheets?

Were they handwritten figures on a pro forma? It sounds like some poor !!!!!!! might have had to calculate it manually and write it out on ESA14s.

The most I ever saw awarded through these exercises was £27k. Some quite staggering amounts.

They weren’t handwritten! All looked computer generated and had separate calculations based on his balance at that point. The statements I sent in were for every month from April 12 to February 19 so there were plenty of them.

needmorehelp

Glad you got it sorted and extra money for him.

Hope you don't mind me asking a question to the experts on here, rather than starting a new thread.

I have been on ESA contribution based for over 20 years, and as far as I know have a few years yet before being assessed again, last assessment was 18 and told it was for three years.

I never got any income based ESA or SDA as I have always had savings over £16k. I am not entitled to any income related ESA.

I went through the change over From IB contribution based to ESA contribution based without any problems.

However on reading calcotti posts above it seems that that a long rigmarole of a check is in place, by the department in case claimants missed out, which is long winded but overall a good thing.

As I know for definite that I am not entitled to any back payments and having to fill in that form and getting bank statements for years back will be such a hassle and stressful, will they definitely get around to me as well, and I will have no option but to play along?

Thanks for any clarification.

pmlindyloo

needmorehelp wrote: »

Glad you got it sorted and extra money for him.

Hope you don't mind me asking a question to the experts on here, rather than starting a new thread.

I have been on ESA contribution based for over 20 years, and as far as I know have a few years yet before being assessed again, last assessment was 18 and told it was for three years.

I never got any income based ESA or SDA as I have always had savings over £16k. I am not entitled to any income related ESA.

I went through the change over From IB contribution based to ESA contribution based without any problems.

However on reading calcotti posts above it seems that that a long rigmarole of a check is in place, by the department in case claimants missed out, which is long winded but overall a good thing.

As I know for definite that I am not entitled to any back payments and having to fill in that form and getting bank statements for years back will be such a hassle and stressful, will they definitely get around to me as well, and I will have no option but to play along?

Thanks for any clarification.

No, you will not have to complete the form. In fact I believe that the accompanying letter says something about if you have a partner who works more than 24 hrs a week or savings over £16000 then you would not be eligible.

If/when you receive a letter you can write back and say that you have had over £16k since your transfer from IB to ESA and therefore are not eligible.