Skip to main content
CPAG Welfare Rights Home

User account menu

  • Log in

Utility menu - Welfare Rights

  • CPAG Home
  • Benefit rates
  • Shop
  • Training & events

Main navigation

  • Support for advisers
    • Advice line for advisers
    • Support for advisers in England and Wales
    • Support for advisers in Scotland
    • Tell us about your case
  • Handbooks
    • Online handbooks
    • Print handbooks
  • Key topics
    • PIP appeals
    • Maximising income
    • Universal credit
    • Migration to universal credit
    • Survivors of domestic abuse
    • Benefits for migrants
    • Debt
    • Housing costs
    • Personal independence payment
    • Sanctions and work-related requirements
    • Work capability assessment
  • Tools & templates
    • About our tools and templates
    • Universal credit
    • Migration to universal credit
    • Benefits for migrants
    • Personal independence payment
    • Work capability assessment
    • Revision, supersession and appeal procedure
    • Judicial review
    • All tools and templates
  • Benefits in Scotland
    • Scottish benefits
    • More information about benefits in Scotland
    • Other CPAG resources on benefits in Scotland
  • Bulletins & articles
    • Welfare Rights Bulletin
    • Articles
    • eBulletins
  • Test cases
    • About legal test cases
    • Support with an Upper Tribunal case
    • Test case updates
    • Refer a test case
    • Support with the judicial review process
Menu
Search

Breadcrumb

  1. Home
  2. Welfare rights
  3. Support for advisers
  4. Support for advisers in England and Wales
  5. Support with the judicial review process
  6. Judicial review pre-action template letters

Breadcrumb

  1. Home
  2. Welfare rights
  3. Support for advisers
  4. Support for advisers in England and Wales
  5. Support with the judicial review process
  6. Judicial review pre-action template letters

Judicial review pre-action template letters: other benefits and payments

The templates on this page help advisers challenge welfare benefit and payments issues (other than universal credit) using the judicial review pre-action protocol.
Relevant to
England, Wales,
Note:

How to use these resources

If you are an adviser

Some of our template letters are published on the site for you to download. The others are available on request from: [email protected]. When using the templates, please follow these steps:

  1. Email a summary of the case (including the date of the decision you want to challenge) to [email protected].
  2. We'll email you to advise whether a pre-action letter is appropriate, and will either check that the template you planned to use is the most suitable or help you identify whether we have a relevant template.
  3. If a pre-action letter is appropriate, we can review your client’s evidence, and either support you to complete the letter template, or to draft your own letter.
  4. Even if a pre-action letter is not appropriate, we'd be happy to send you any of the templates if they'd help you challenge the decision in a different way.

If you are a benefit claimant please find an adviser to support you as our judicial review project can only work with advisers. You may be able to find an adviser on advicelocal.uk.

Advisers in Scotland
The judicial review project covers England and Wales. If you're an adviser working in Scotland and want to use our template letters, please use them with caution as the pre-action protocol doesn't apply in Scotland. See Advisers in Scotland using the judicial review letter templates. We'd be happy to send you any of the templates which are not currently available to download.

Other benefits and payments templates

Child benefit

Priority between claimants

HMRC refusal to reallocate child benefit in a shared custody case (JR113) HMRC refusal to split child benefit between separated parents (JR162)HMRC delay in deciding a competing claim for child benefit by a domestic abuse survivor (JR130)

Right to reside

HMRC failure to apply St Prix when deciding a claim for child benefit (JR78)

Council tax reduction

Local authority refusal of council tax support to a claimant with EU settled status (JR59)

Discretionary housing payments

Local authority refusal of DHP when claimant is terminally ill or has a disability and their property has been adapted (JR45)

Failure by a local authority to take account of relevant factors when deciding a DHP application (JR29)

Local authority refusal of discretionary housing payment because claimant has a managed payment to landlord from their UC (JR65)

Employment and support allowance

NI credits only new-style ESA claims

DWP refusal to accept a claim for new-style ESA because the claimant has insufficient national insurance contributions (JR93)

Refusal to pay / reinstate payment

DWP refusal to put right a claimant's legacy benefit entitlement when a third party fraudulently claimed UC in their name (JR112)

DWP refusal to pay new style ESA pending a work capability assessment appeal (JR44)

Delay

DWP delay deciding an irESA any time revision request (JR121)

DWP refusal to supersede award of irESA to include SDP (JR157)

WCA - home visit not offered

DWP failure to assess a claimant's capability for work for an old-style ESA claim on the papers or by home visit and ESA has been refused (JR66)

DWP failure to re-assess claimant's capability for work for ongoing old-style ESA award on the papers or by home visit and ESA is ongoing (JR67)

Award ended before WCA

Unlawful termination of old style contributory ESA after 365 days without determination of capability for work or income related ESA first (JR27)

Reasons for WCA decision

DWP failure to provide adequate reasons for a new-style ESA WCA decision (JR80)

Students

DWP refusal to accept a claim for new-style ESA because the claimant has insufficient national insurance contributions (JR93)

Flexible support fund

Flexible support fund for training and childcare costs

DWP refusal of FSF payment for upfront childcare costs because claimant has not started work (JR132)

Flexible support fund for travel costs 

Where face-to-face Jobcentre appointments are required more frequently than once every 2 weeks, DWP guidance states FSF must be paid to the value of the public transport used (using a Jobcentre Plus Travel Discount Card or other concessionary public transport pass if possible), or 25p per mile by car. Your client should therefore request FSF payments via their UC journal and we suggest drawing specific attention to the DWP’s guidance (below). If their request is refused, please then contact [email protected].

DWP operational guidance ‘Flexible Support Fund’ (V14)

Mandatory awards for travel

An award for travel expenses must be made when a claimant:

attends additional appointments other than the fortnightly Work Search Reviews when they are allocated to the Intensive Work Search regime, this includes:

alternate weekly Work Search Review during the first 13 weeks of being allocated into the Intensive Work Search regime

[...]

Note: where public transport or is not used (for example due to disability or because none is available), the amount of Flexible Support Fund payment is 25p per mile for 'private transport'

How much to award

If it is not possible for claimants to use local or other concessionary public transport passes, the award must be based on the cost of public transport by the most reasonable and economical route. If using private transport, the award is 25 pence per mile by the most direct route.    

Paying travel expenses

DWP guidance sets out the processes to follow when making a payment of FSF for the award of travel expenses.

DWP guidance: ‘09 Payment of travel expenses’ reiterates the amount of the payment:

How much to award

7. Wherever possible Jobcentre Plus Travel Discount Card and other concessionary public transport passes available to claimants, such as Railcard (link is external) and concessionary bus travel (link is external) should be used to minimize costs.

8. If such a facility is not available, the award, whether obligatory or discretionary, must be based on the cost of public transport by the most reasonable / economical route or 25 pence per mile by the most direct route if using private transport. 

Housing benefit

Local authority refusal to pay housing benefit calendar monthly (JR17)

Local authority failure to exercise discretion when deciding whether to recover a housing benefit overpayment (JR42)

DWP refusal of new claim advance when survivor of domestic abuse changes from a couple to single UC award and the perpetrator has taken the final couple payment (JR124)

Local authority refusal to award housing benefit for mesne profits (JR145)

Pension credit

DWP delay deciding claim for pension credit (JR128)

Personal independence payment

Terminal illness

DWP refusal to decide a terminally ill claimant's PIP claim under the special rules because they're receiving ongoing treatment (JR135)

Health assessment

DWP failure to assess a claimant for PIP on the basis of their paperwork or by home visit (JR56)

DWP delay in deciding a PIP claim because claimant is unable to attend face-to-face medical assessment (JR73)

Residence conditions

DWP refusal to decide PIP claim until claimant has applied to extend their leave to remain (JR147)

DWP failure to award PIP beyond expiry of claimant's biometric residency permit (JR155B)

DWP failure to pass claimant's PIP claim to the 'competent state' without delay (JR164)

Delay in decision making

DWP delay in deciding an application for PIP (JR102)

DWP refusal to resume PIP payments following discharge from hospital or psychiatric unit (JR148)

DWP failure to assess a claimant for PIP on the basis of their paperwork or by home visit (JR56)

DWP delay in deciding a PIP claim because claimant is unable to attend face-to-face medical assessment (JR73)

Refusal to accept or process claims

DWP refusal to decide PIP claim until claimant has applied to extend their leave to remain (JR147)

DWP refusal to accept a claim for PIP because the claimant has not yet been allocated a national insurance number (JR114)

Gatekeeping

If your client has experienced ‘gatekeeping’ via the telephone, request a form via post as soon as possible and get in touch with us ([email protected]). The DWP website states:

Claim by post

You can get a form to send information by post (although this can delay the decision on your claim). Write a letter to ask for the form.
Personal Independence Payment New Claims
Post Handling Site B
Wolverhampton
WV99 1AH

DWP say in response to CPAG correspondence on this issue:

"PIP policy colleagues have made enquiries with the DWP Work and Health Services Group who have looked at the concerns you identified with compliance with the guidance where individuals do not have a NiNO.  I understand that changes have been made to ensure compliance, including identifying any cases in addition to those mentioned in your email of 24 March 2021.  

I also understand that the inconsistency on gov.uk will be addressed* and our clients have offered to review the cases you mention where guidance appears not to have been followed or other cases which may help identify any additional training for call handlers.

If you would like to take up this offer, calls that have no NiNO are difficult to find because they are not linked to a specific reference, so it would be helpful if you can provide the following details:

•       Date and time the call was made
•       The number the call was made from
•       Was the call made to the New claim or Enquiry line"

CPAG are keen to ensure compliance with DWP guidance and to resolve individual cases for clients. Please let us know (by emailing [email protected]) if you are contacted by anyone who has, when they have tried to claim PIP, been told they must have a NINo before they can claim. If possible, please include the details requested above. If these details are not held, we are still happy to raise cases with DWP using other identifying details (name, date of birth etc).
* NB the website had not been amended as at 18/01/24: www.gov.uk/pip/how-to-claim

What should happen procedurally when a claimant who does not have a NiNo tries to claim PIP?
  • Claimant with no NINo calls to make PIP claim
  • Paper PIP1 form sent to claimant
  • Paper PIP1 returned to DWP. DWP create a 'Prospect Person record'
  • PIP2 'How your disability affects you' sent to claimant
  • PIP2 returned to DWP
  • NINo application triggered
  • NINo allocated. DWP update from 'Prospect Person' to 'Person' record

The DWP learning guide “PIP17 Paper Claims” (made available in response to a Freedom of Information request), makes clear procedurally what should happen where a claimant makes a claim without a NINo: 

"A paper version of the initial claim form (PIP1) will be issued where the claimant or their PAB:
…
does not have a National Insurance Number (NINO)"

The date of claim is then the date that the claimant telephoned to make the claim providing the claim form is retuned within one calendar month:

"Claimants have one calendar month from date of issue to complete and return the paper claim form to the issuing office. If returned in time, the date of claim will be the date that the claimant telephoned the Department to request the form or the date a letter requesting the form was received."

DWP staff guide “PIP New Claim telephony data gather” (also provided in response to the FOI) confirms that a NINo is not required to issue a paper form. 

"There is a requirement for minimum data to issue a paper claim form: 

  • Name, address and either date of birth or NINO of claimant"

The ‘PIP17 Paper Claims’ and ‘PIP New Claim telephony data gather’ guides for DWP staff are clear that where a claimant does not have a NINo, procedurally a paper claim form should be sent out to the claimant on provision of the claimant’s name, address and date of birth. Provided this is returned within one month, the claim will start from the date of the telephone call. 

The DWP guidance “Missing NINO” (also provided in response to the FOI request) states that following completion of paper PIP1 and PIP2 forms, where no NINo is held by the claimant, DWP will trigger a NINo application on the claimant’s behalf by completion of the DCI1 form:

"If a PIP award is appropriate, the CM creates a manual task on PIPCS for the NINO allocation specialist team to take the appropriate action to establish the claimant’s NINO. On receipt of such a task, the Specialist user will complete specialist trace action and if appropriate make further enquiries with the claimant to identify the NINO. If the NINO has still not been established following these enquiries, the Specialist user will complete form DCI1 and refer it to the NINO Centre (NC)… In all cases where a NINO is allocated, the Specialist user will change the Prospect Person record to a Person record in PIPCS and update the Communication Record and create a task to the CM to input the decision."

For a copy of any of the above templates contact [email protected].

Pension credit

Claims

DWP delay deciding claim for pension credit (JR128)

DWP pension credit 'claim closure' due to unlawful application of the HRT to a refugee (JR159)

Tax credits

Claim closure as a result of a stop notice from DWP when UC claimed fraudulently

Note: there is a right of appeal against the decision to terminate tax credits on receipt of a s.18 final award notice and as judicial review is a ‘remedy of last resort’ where there is a right of appeal, this must be used unless that right of appeal can be said not to be ‘effective’ (for example, if your client is homeless and/or destitute and the legacy benefit was their only income).

Some success has been reported by advisers appealing termination of legacy benefits at the First-tier Tribunal where claimants have made defective claims for UC. Please feel free to use the arguments in the template at:

Judicial review pre-action template letters: universal credit and migration to universal credit - Fraud by a third party 

to support any mandatory reconsideration request or appeal. 

Disabled worker element

HMRC refusal to include disabled worker element in working tax credit award (JR74)

Payments

HMRC failure to give effect to a First-tier Tribunal decision on tax credit entitlement (JR108)

Recovery of tax credit overpayment

HMRC refusal to apply notional entitlement offsetting to a tax credit overpayment (JR139)

HMRC's failure to exercise discretion not to recover overpayment of tax credits from UC award (JR83)

DWP decision to recover tax credit overpayment as a lump sum from backdated UC LCWRA element (JR105)

Support with the judicial review process

  • Guide to using CPAG's judicial review pre-action letter templates
  • Universal credit and migration to universal credit
  • Other benefits and payments
  • Benefits for people in particular circumstances
  • Decisions, delays and challenging decisions

    Advice for advisers

    Free, expert advice on benefit and tax credit issues if you’re a frontline adviser or support worker.

    Contact the advice line.

    • [email protected]
    • [email protected]

    WR Footer

    • Become a subscriber
    • Advice line for advisers
    • Training and events
    • eLearning
    • CPAG shop

    CPAG's Advice and Rights Team

    • Follow us on Twitter

    © 2025 CPAG | Child Poverty Action Group is a charity registered in England and Wales (registration number 294841) and in Scotland (registration number SC039339)

    Company limited by guarantee registered in England (registration number 1993854)

    Housekeeping (footer)

    • Disclaimer
    • Privacy policy
    • Cookies
    • Terms and conditions
    • Feedback and complaints
    Site built by Agile Collective
    End Child Poverty Fundraising Regulator badge with validation link
    • Child poverty in the UK
      • Poverty: facts and figures
      • What is poverty?
      • Causes of poverty
      • Effects of poverty
      • Ending child poverty
    • What we do
      • Our impact
      • Our objectives
      • Our campaigns
        • Imagine
        • End child poverty
        • End child poverty in Scotland
        • Scottish Campaign on Rights to Social Security
        • Past campaigns
      • Project work
        • Cost of the School Day
          • Resources for tackling poverty in schools
            • All Cost of the School Day resources
              • Talking about costs and money at school - advice from parents and carers
              • Create poverty aware school communities
              • Show leadership and take action
              • Communicate about costs and money
              • Offer confidential and supportive conversations
            • Toolkits
            • Calendar
            • eLearning
            • Ideas Bank
              • Awareness, values and ethos
                • Understanding poverty in your area
                • Cost of the School Day Information Booklet for Families
                • Nurturing approaches
                • Rebranding support to boost uptake
              • Entitlements and financial support
                • Boosting free school meal uptake
                • Family support staff
                • Offering support and referrals
                • Promoting support
              • School uniform
                • Simple, affordable and inclusive uniform policies
                • School and cluster run uniform banks
                • Providing new uniform and clothing
                • Parent-led uniform stall
              • Eating at school
                • Breakfast clubs
                • Breakfast, breaktimes and lunch
                • Boosting free school meal uptake
              • Consulting and planning
                • Listening to families
                • Parents leading consultation
                • Children consulting their school community
                • Whole school approaches
                • Creating a Cost of the School Day policy with learners
                • Cost of the School Day calendar, created by learners
              • Events, celebrations and fundraising
                • Pre-loved prom initiative
                • Supporting attendance and easing pressure
                • World Book Week in Dundee
                • Stress-free Halloween celebrations at school
                • Non-stigmatising online fundraising
              • Learners in the lead
                • Cost of the School Day pupil groups
                • Pupils asking parents and carers about costs
                • Young people sharing their views about uniform at the Scottish Parliament
                • Learners take universal free school meal call to the Scottish Parliament
                • Talking directly to politicians about cost barriers at school
                • Cost of the School Day pupil group interview their Headteacher
              • Communicating with families
                • Building relationships and keeping in touch
                • Open and clear written communication about support
                • Communicating commitment to equity
                • Letting everyone know
                • Engaging with partners in the community to share information with families
                • Improved attendance through support and communication
              • Trips, clubs and experiences
                • Funding trips
                • Offering support for trips
              • Learning and resources
                • Digital devices, connectivity and curriculum costs
                • Preparation station
                • After school study cafes
              • Local authority approaches
                • Equity in South Lanarkshire
                • Kit for all, Dundee
                • Financial inclusion support officers in Glasgow
                • Dundee City Council's Cost of the School Day
                • Involving young people in financial inclusion in East Ayrshire schools
              • Parental involvement
                • Parents in partnership
                • Parent equality groups
                • Working with parent groups on costs
            • Big Question report and film
          • Voice network and Youth Voice
            • Voice network in Scotland
            • Voice network news and opportunities - Scotland
            • Voice network activities - Scotland
              • Voice network activities - raising awareness
              • Voice network activities - asking everyone about costs
              • Voice network activities - taking action
            • Youth Voice in Wales
            • Youth Voice in England
          • Contact the Cost of the School Day team
          • The Cost of the School Day reports, blogs and briefings
        • Early Warning System
          • About the Early Warning System
          • Contact the Early Warning System team
          • Early Warning System findings
        • Managed migration
        • Projects in England and Wales
          • Cost of the School Day
          • Early Warning System
          • Secure Futures for Children and Families
          • Managed migration
          • Universal credit, digitalisation and the rule of law
          • Your Work Your Way
        • Projects in Scotland
          • Strengthening Social Security: research into the five family payments
      • CPAG in Scotland
      • The CPAG team
        • CPAG staff
        • CPAG trustees
        • CPAG's patron and ambassadors
        • CPAG trainers
    • Policy and research
      • Findings from our projects
        • The Cost of a Child reports
        • Cost of the School Day reports, blogs and briefings
        • Early Warning System findings
        • Managed migration research project findings
        • Your Work Your Way - findings from the project
        • Secure Futures for Children and Families
        • Universal credit, digitalisation and the rule of law
      • Our position
        • The two-child limit: our position
        • The benefit cap: our position
      • Policy briefings and reports
        • David Webster briefings on benefit sanctions
      • CPAG's Poverty journal
      • Policy books from CPAG
    • Welfare rights
      • Support for advisers
        • Advice line for advisers
        • Support for advisers in England and Wales
          • Support with the judicial review process
            • What judicial review is and how it can help
            • Judicial review template letters
              • Guide to using CPAG's judicial review pre-action letter templates
              • Universal credit and migration to universal credit
              • Other benefits and payments
              • Benefits for people in particular circumstances
              • Decisions, delays and challenging decisions
            • Pursuing to court and finding a solicitor
          • Support with an Upper Tribunal case
        • Support for advisers in Scotland
          • Advising low-income families in Scotland
          • Advising disabled people and carers in Scotland
          • Advising migrant groups in Scotland
          • Advising students in Scotland
          • Advising kinship carers in Scotland
          • Advising care-experienced young people in Scotland
          • Advising families with a child in the care system in Scotland
        • Tell us about your case
      • Handbooks
        • Online handbooks
        • Print handbooks
      • Key topics
        • PIP appeals
          • Introduction
          • Before you appeal
          • Submitting your appeal
          • Checking the law, facts and evidence
          • Writing the submission for your appeal
          • Your appeal hearing
          • What to do when you get the tribunal's decision
        • Maximising income
        • Universal credit
          • Universal credit - the basics
          • Universal credit and sanctions
        • Migration to universal credit
        • Survivors of domestic abuse
          • Financial help for families fleeing domestic abuse
          • Unwanted payments of abuser’s benefit into your account
          • Exceptions to the two-child limit
          • Work-related requirements if you have recently experienced domestic abuse
          • Separated but living in the same property
          • Value of property and its effect on means-tested benefits
        • Benefits for migrants
        • Debt
        • Housing costs
        • Personal independence payment
        • Sanctions and work-related requirements
        • Work capability assessment
      • Tools & templates
        • About our tools and templates
        • Universal credit
        • Migration to universal credit
        • Benefits for migrants
        • Personal independence payment
        • Work capability assessment
        • Revision, supersession and appeal procedure
        • Judicial review
        • All tools and templates
      • Benefits in Scotland
        • Scottish benefits
          • Children and young people
            • Pregnancy and baby payment
            • Early learning payment
            • School age payment
            • Best start foods
            • Scottish child payment
            • Residence rules for best start grant
            • Getting a best start grant if you are not getting a qualifying benefit
            • How to challenge a Social Security Scotland decision
          • Disability benefits
            • Child disability payment
            • Supporting information for child disability payment claims: suggestions for education staff
            • Child winter heating payment
            • Adult disability payment
            • Adult disability payment assessment
            • Scottish adult disability living allowance
            • Pension age disability payment
            • How to challenge a disability benefit decision
          • Help with council tax
            • Council tax reduction
            • Council tax reduction if you live with an adult who is not your partner
            • Council tax reduction if you live in a band E to H property
            • Calculating the new Scottish council tax reduction
            • Challenging a council tax reduction decision
            • When your council tax reduction starts
            • If you get council tax reduction and your circumstances change
            • Other ways to reduce your council tax bill
          • Benefits for carers
            • Carer support payment
            • Carer's allowance supplement
            • Young carer grant
            • How to challenge a Social Security Scotland decision
          • Help with heating costs
            • Child winter heating payment
            • Winter heating payment
            • Pension age winter heating payment
          • Scottish welfare fund
          • Other Scottish benefits
            • Universal credit Scottish choices
            • Funeral support payment
            • Discretionary housing payments in Scotland
            • Job start payment
        • More information about benefits in Scotland
          • Universal credit factsheets
            • Universal credit - the basics
            • Universal credit and students
            • Benefits for lone parent students
            • Kinship carers and universal credit
          • Families factsheets
            • Financial help in the early years
            • Financial help in the school years
            • Financial help for young parents
            • Parents claiming for young people in further education or training
            • Childcare costs: getting support
            • Children looked after by the local authority - impact on family benefits
            • Financial help for families fleeing domestic abuse
            • Universal credit for lone parent students
            • Financial help for families affected by imprisonment
          • Disability benefits factsheets
            • Benefits for disabled children and their families - a checklist
            • Benefits for disabled students
          • Benefits for migrants and refugees factsheets
            • Rights to benefits and tax credits for European nationals
            • EU citizen guide to claiming benefits in the UK
            • Benefits for new refugees
            • Benefits for resettled Afghans
            • Benefits for resettled Ukrainians
            • No recourse to public funds, person subject to immigration control and benefit entitlement
          • Kinship care factsheets
            • Kinship care and benefits – the essentials
            • Scottish child payment and kinship carers
            • Kinship carers and universal credit
          • Benefits for students and young people factsheets
            • Benefits for students
            • Benefits for care-experienced students
            • Benefits for disabled students
            • Benefits for young people in further education or training
            • Universal credit and students
            • Parents claiming for young people in further education or training
            • Benefits for lone parent students
            • Care-experienced young people and benefits
            • Students and carer support payment
          • Prison and benefits factsheets
            • Financial help for families affected by imprisonment
            • Prison and benefits
          • Veterans and benefits
        • Other CPAG resources on benefits in Scotland
      • Bulletins & articles
        • Welfare Rights Bulletin
        • Articles
        • eBulletins
      • Test cases
        • About legal test cases
        • Support with an Upper Tribunal case
        • Test case updates
        • Refer a test case
        • Support with the judicial review process
    • Get involved
      • Donate
        • Our supporter promise
      • Fundraise
        • Hold a fundraising event
        • Our fundraising heroes
        • Contact the fundraising team
      • A gift in your will
        • How to leave a gift in your will
        • The impact of your legacy
        • Supporter stories
          • Mike's story
          • Ruth's story
          • Gaynor's story
      • In memory
      • Membership
      • Our campaigns
      • Help our work
        • Share your experience of the benefits system
        • Advisers - tell us about your case
        • Voice network and Youth Voice
        • Tell us about your experience of Scottish child payment and other Scottish payments for families
    • Benefit rates
    • Shop
    • Training & events
    • Log in
    • CPAG Home