Add Adult Dependants' Grant

changelog.d/adult-dependants-grant.added.md

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+Add a first-pass Adult Dependants' Grant model.

policyengine_uk/parameters/gov/dfe/adult_dependants_grant/income_limit.yaml

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+description: Household income limit for Adult Dependants' Grant
+metadata:
+  label: Adult Dependants' Grant household income limit
+  unit: currency-GBP
+  period: year
+  reference:
+    - title: Adult Dependants' Grant
+      href: https://www.gov.uk/adult-dependants-grant/eligibility
+values:
+  2025-01-01: 15_835.98
+  2026-01-01: 15_835.98

policyengine_uk/parameters/gov/dfe/adult_dependants_grant/maximum.yaml

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+description: Maximum Adult Dependants' Grant amount
+metadata:
+  label: Adult Dependants' Grant maximum
+  unit: currency-GBP
+  period: year
+  reference:
+    - title: Adult Dependants' Grant
+      href: https://www.gov.uk/adult-dependants-grant/what-youll-get
+values:
+  2025-01-01: 3_545
+  2026-01-01: 3_545

policyengine_uk/parameters/gov/dfe/adult_dependants_grant/other_adult_income_limit.yaml

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+description: Income limit for a non-partner adult dependant in the Adult Dependants' Grant assessment
+metadata:
+  label: Adult Dependants' Grant other adult income limit
+  unit: currency-GBP
+  period: year
+  reference:
+    - title: Adult Dependants' Grant
+      href: https://www.gov.uk/adult-dependants-grant/eligibility
+values:
+  2025-01-01: 3_796
+  2026-01-01: 3_796

policyengine_uk/programs.yaml

@@ -372,6 +372,18 @@ programs:
     verified_start_year: 2025
     notes: First-pass England model using the published maximum amount and household-income cutoff, with higher-education evidence as the default course proxy and an explicit override for edge cases such as 120-credit or teacher-training routes
 
+  - id: adult_dependants_grant
+    name: Adult Dependants' Grant
+    full_name: Student Finance England Adult Dependants' Grant
+    category: Benefits
+    agency: DfE
+    status: partial
+    coverage: England
+    variable: adult_dependants_grant
+    parameter_prefix: gov.dfe.adult_dependants_grant
+    verified_start_year: 2025
+    notes: First-pass England model using the published maximum amount and household-income tests, with automatic 25-plus couple detection and explicit inputs for under-25 spouse/civil-partner and non-partner adult dependant cases
+
   - id: bursary_fund_16_to_19
     name: 16 to 19 Bursary Fund
     full_name: 16 to 19 Bursary Fund

policyengine_uk/tests/policy/baseline/gov/dfe/adult_dependants_grant/adult_dependants_grant.yaml

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+- name: Adult Dependants' Grant pays the maximum for an eligible 25-plus couple student
+  period: 2025
+  input:
+    people:
+      student:
+        age: 25
+        current_education: TERTIARY
+      partner:
+        age: 29
+    benunits:
+      benunit:
+        members: ["student", "partner"]
+    households:
+      household:
+        members: ["student", "partner"]
+        country: ENGLAND
+  output:
+    adult_dependants_grant_adult_eligible: [true, true]
+    adult_dependants_grant_eligible: [true, false]
+    adult_dependants_grant: [3_545, 0]
+
+- name: Adult Dependants' Grant uses higher-education evidence as the default course proxy
+  period: 2025
+  input:
+    people:
+      student:
+        age: 26
+        current_education: TERTIARY
+      partner:
+        age: 30
+    benunits:
+      benunit:
+        members: ["student", "partner"]
+    households:
+      household:
+        members: ["student", "partner"]
+        country: ENGLAND
+  output:
+    adult_dependants_grant_course_eligible: [true, false]
+    adult_dependants_grant_eligible: [true, false]
+    adult_dependants_grant: [3_545, 0]
+
+- name: Adult Dependants' Grant is nil at the household income cutoff
+  period: 2025
+  input:
+    people:
+      student:
+        age: 30
+        current_education: TERTIARY
+        adult_dependants_grant_household_income: 15_835.98
+      partner:
+        age: 31
+    benunits:
+      benunit:
+        members: ["student", "partner"]
+    households:
+      household:
+        members: ["student", "partner"]
+        country: ENGLAND
+  output:
+    adult_dependants_grant_eligible: [false, false]
+    adult_dependants_grant: [0, 0]
+
+- name: Adult Dependants' Grant allows an explicit non-partner adult dependant at the income cap
+  period: 2025
+  input:
+    people:
+      student:
+        age: 22
+        current_education: TERTIARY
+        adult_dependants_grant_has_other_adult_dependant: true
+        adult_dependants_grant_other_adult_income: 3_796
+        adult_dependants_grant_household_income: 10_000
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    adult_dependants_grant_adult_eligible: [true]
+    adult_dependants_grant_eligible: [true]
+    adult_dependants_grant: [3_545]
+
+- name: Adult Dependants' Grant excludes non-partner adult dependants above the income cap
+  period: 2025
+  input:
+    people:
+      student:
+        age: 22
+        current_education: TERTIARY
+        adult_dependants_grant_has_other_adult_dependant: true
+        adult_dependants_grant_other_adult_income: 3_796.01
+        adult_dependants_grant_household_income: 10_000
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    adult_dependants_grant_adult_eligible: [false]
+    adult_dependants_grant_eligible: [false]
+    adult_dependants_grant: [0]
+
+- name: Adult Dependants' Grant is incompatible with Postgraduate Loan support
+  period: 2025
+  input:
+    people:
+      student:
+        age: 27
+        current_education: TERTIARY
+        adult_dependants_grant_receives_postgraduate_loan: true
+      partner:
+        age: 28
+    benunits:
+      benunit:
+        members: ["student", "partner"]
+    households:
+      household:
+        members: ["student", "partner"]
+        country: ENGLAND
+  output:
+    adult_dependants_grant_eligible: [false, false]
+    adult_dependants_grant: [0, 0]
+
+- name: Adult Dependants' Grant excludes dependant adults on student finance
+  period: 2025
+  input:
+    people:
+      student:
+        age: 27
+        current_education: TERTIARY
+      partner:
+        age: 29
+        current_education: TERTIARY
+    benunits:
+      benunit:
+        members: ["student", "partner"]
+    households:
+      household:
+        members: ["student", "partner"]
+        country: ENGLAND
+  output:
+    adult_dependants_grant_adult_receives_student_finance: [true, true]
+    adult_dependants_grant_eligible: [false, false]
+    adult_dependants_grant: [0, 0]
+
+- name: Adult Dependants' Grant excludes under-25 couples by default
+  period: 2025
+  input:
+    people:
+      student:
+        age: 24
+        current_education: TERTIARY
+      partner:
+        age: 24
+    benunits:
+      benunit:
+        members: ["student", "partner"]
+    households:
+      household:
+        members: ["student", "partner"]
+        country: ENGLAND
+  output:
+    adult_dependants_grant_adult_eligible: [false, false]
+    adult_dependants_grant_eligible: [false, false]
+    adult_dependants_grant: [0, 0]
+
+- name: Adult Dependants' Grant allows an explicit override for under-25 spouse or civil-partner cases
+  period: 2025
+  input:
+    people:
+      student:
+        age: 24
+        current_education: TERTIARY
+        adult_dependants_grant_adult_eligible: true
+      partner:
+        age: 24
+    benunits:
+      benunit:
+        members: ["student", "partner"]
+    households:
+      household:
+        members: ["student", "partner"]
+        country: ENGLAND
+  output:
+    adult_dependants_grant_eligible: [true, false]
+    adult_dependants_grant: [3_545, 0]
+
+- name: Adult Dependants' Grant excludes households outside England
+  period: 2025
+  input:
+    people:
+      student:
+        age: 27
+        current_education: TERTIARY
+      partner:
+        age: 28
+    benunits:
+      benunit:
+        members: ["student", "partner"]
+    households:
+      household:
+        members: ["student", "partner"]
+        country: WALES
+  output:
+    adult_dependants_grant_eligible: [false, false]
+    adult_dependants_grant: [0, 0]

policyengine_uk/variables/gov/dfe/adult_dependants_grant/adult_dependants_grant.py

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+from policyengine_uk.model_api import *
+
+
+class adult_dependants_grant(Variable):
+    value_type = float
+    entity = Person
+    label = "Adult Dependants' Grant"
+    documentation = (
+        "Student Finance England Adult Dependants' Grant. "
+        "GOV.UK publishes the maximum award and income tests, but not a simple public award curve. "
+        "This first-pass model therefore pays the published maximum amount to eligible students rather than "
+        "inventing a taper."
+    )
+    definition_period = YEAR
+    quantity_type = FLOW
+    unit = GBP
+    defined_for = "adult_dependants_grant_eligible"
+
+    def formula(person, period, parameters):
+        return parameters(period).gov.dfe.adult_dependants_grant.maximum

policyengine_uk/variables/gov/dfe/adult_dependants_grant/adult_dependants_grant_adult_eligible.py

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+from policyengine_uk.model_api import *
+
+
+class adult_dependants_grant_adult_eligible(Variable):
+    value_type = bool
+    entity = Person
+    label = "Has an eligible dependant adult for Adult Dependants' Grant"
+    documentation = (
+        "Whether the student has a dependant adult who can qualify them for Adult Dependants' Grant. "
+        "By default, the model treats co-resident couple students aged 25 or over as satisfying the partner rule, "
+        "and provides an explicit input path for other adult dependants or under-25 married/civil-partner cases."
+    )
+    definition_period = YEAR
+    set_input = set_input_dispatch_by_period
+
+    def formula(person, period, parameters):
+        p = parameters(period).gov.dfe.adult_dependants_grant
+        is_couple = person.benunit("is_couple", period)
+        age = person("age", period)
+        has_other_adult_dependant = person(
+            "adult_dependants_grant_has_other_adult_dependant", period
+        )
+        other_adult_income = person("adult_dependants_grant_other_adult_income", period)
+
+        partner_path = is_couple & (age >= 25)
+        other_adult_path = has_other_adult_dependant & (
+            other_adult_income <= p.other_adult_income_limit
+        )
+
+        return partner_path | other_adult_path

policyengine_uk/variables/gov/dfe/adult_dependants_grant/adult_dependants_grant_adult_receives_student_finance.py

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+from policyengine_uk.model_api import *
+
+
+class adult_dependants_grant_adult_receives_student_finance(Variable):
+    value_type = bool
+    entity = Person
+    label = "Dependant adult receives student finance for Adult Dependants' Grant"
+    documentation = (
+        "Whether the dependant adult receives student finance, which makes the student ineligible for Adult Dependants' Grant. "
+        "By default, this only detects another higher-education student within the same benefit unit; "
+        "simulations can set it explicitly for harder-to-observe cases."
+    )
+    definition_period = YEAR
+    default_value = False
+    set_input = set_input_dispatch_by_period
+
+    def formula(person, period, parameters):
+        he_members = person.benunit.sum(
+            person.benunit.members("maintenance_loan_in_higher_education", period)
+        )
+        own_he = person("maintenance_loan_in_higher_education", period)
+        return he_members - own_he > 0

policyengine_uk/variables/gov/dfe/adult_dependants_grant/adult_dependants_grant_course_eligible.py

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+from policyengine_uk.model_api import *
+
+
+class adult_dependants_grant_course_eligible(Variable):
+    value_type = bool
+    entity = Person
+    label = "Study-pattern eligible for Adult Dependants' Grant"
+    documentation = (
+        "Whether the person is on a course or study pattern that can qualify for Adult Dependants' Grant. "
+        "This can be set explicitly in simulations. By default, the model proxies this from higher-education "
+        "evidence rather than a narrower England-finance rule, so simulations can override the variable for "
+        "full-time and teacher-training edge cases."
+    )
+    definition_period = YEAR
+    set_input = set_input_dispatch_by_period
+
+    def formula(person, period, parameters):
+        return person("maintenance_loan_in_higher_education", period)