Migration to universal credit
Resources and information on migration to universal credit.
On this page
- Online handbook
- Articles
- Tools and templates
- Survey
- Factsheets and briefings
- eLearning
- Early Warning System
Online handbook
Welfare Benefits and Tax Credits Handbook (for subscribers):
Articles
The most recent articles from our Welfare Rights Bulletin on migration to universal credit (UC):
- Tax credits after pension age – where now? (August 2024)
- LCWRA and migration to UC (June 2024)
- National insurance credits for limited capability for work (June 2024)
- The transitional element in practice – an update (April 2024)
- Extra! Extra! Transitional SDP element additions (February 2024)
- The transitional element in practice (December 2023)
- 'Backdating' and managed migration to UC (December 2023)
- Managing with migration to UC? (October 2023)
- Managed migration – moving to universal credit (August 2023)
- Managed migration - transitional protection (June 2023)
- Tax credits and managed migration (June 2023)
Tools and templates
Tools
Use our tool to draft a note to request a breakdown of how a transitional element has been calculated if you have been transferred to UC under the managed migration process and you need further information to know whether you have grounds to challenge the DWP's decision on the amount awarded (please also complete the short survey, below):
If you have transferred from employment and support allowance to universal credit, use our tool to check the date from which a limited capability for work-related activity element should be included in your universal credit award:
Use our tool to check your work-related requirements and your entitlement to a limited capability for work or limited capability for work related activity element if you have transferred from income-related ESA to UC. It also drafts a note to use to challenge incorrect decisions:
Appeal submission templates
Check our appeal submission templates relating to:
- the UC transitional element;
- the transitional SDP element;
- the amount of UC paid during the ESA two-week run on period if you have transferred to UC while getting both income-related and contributory ESA under:
Judicial review pre-action protocol template letters
If you are an adviser, check our judicial review (JR) pre-action protocol template letters relating to:
For copies of the JR template letters, advice about whether JR is the appropriate route, and for help with adapting the templates, contact our Judicial Review Project ([email protected]).
Survey
We are gathering evidence about the information the DWP gives to claimants on their entitlement to a UC transitional element and its calculation following managed migration.
Please help us by completing our short survey.
Information and briefings
Our page explaining the differences between tax credits and universal credit:
- Tax credits - moving on to universal credit (April 2024)
Our briefings on the issues facing claimants going through managed migration
- Managed migration 7 (November 2024)
- Managed migration 6 (September 2024)
- Managed migration 5 (May 2024)
- Managed migration 4 (February 2024)
- Managed migration 3 (November 2023)
- Managed migration 2 (August 2023)
- Managed migration 1 (May 2023)
Our briefing for MPs on managed migration
- What you need to know about managed migration to universal credit: a briefing for MPs (September 2024)
eLearning
Use our free eLearning course for advisers with existing benefit knowledge:
Early Warning System
Our Early Warning System gathers information and evidence on the impact of changes to the benefit system. Send us details of cases: