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The Social Fund Maternity and Funeral Expenses (General) Regulations 2005

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PART IIIPAYMENTS FOR FUNERAL EXPENSES [F1in England and Wales]

Textual Amendments

Funeral payments: entitlement

7.—(1) In these Regulations—

(a)“funeral payment” means a social fund payment to meet funeral expenses of a deceased person;

(b)“responsible person” means the person who accepts responsibility for the funeral expenses.

(2) Subject to regulation 8, a funeral payment shall be made where each of the conditions referred to in paragraphs (3) to [F2(9A)] is satisfied.

(3) The first condition is that, in respect of the date of the claim for a funeral payment, the responsible person or his partner is a person to whom paragraph (4) applies.

(4) This paragraph applies to a person—

(a)who has an award of—

(i)income support,

(ii)state pension credit,

(iii)income-based jobseeker's allowance,

(iv)working tax credit where the disability element or the severe disability element of working tax credit as specified in regulation 20(1)(b) and (f) of the Working Tax Credit (Entitlement and Maximum Rate) Regulations 2002 is included in the award,

(v)child tax credit [F3which includes an individual element or a disability element referred to in section 9(3) of the Tax Credits Act 2002],

(vi)housing benefit, F4...

F5(vii). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

[F6(viii)income-related employment and support allowance; F7...]

[F8(ix)universal credit;] [F9or

(x) owner-occupier loan payments and is treated as entitled to a benefit specified in sub-paragraphs (i) to (iii) and (viii).]

F10(b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(5) The second condition is that the deceased was ordinarily resident in the United Kingdom at the date of his death.

(6) The third condition is that the claim is made within the prescribed time for claiming a funeral payment.

(7) The fourth condition is that the claimant is the responsible person or the partner of the responsible person.

(8) The fifth condition is that—

(a)the responsible person was the partner of the deceased at the date of death; or

(b)in a case where the deceased was a child and—

(i)there is no absent parent, or

(ii)there is an absent parent who, or whose partner, is a person to whom paragraph (4) applied as at the date of death,

the responsible person was the person, or the partner of the person, responsible for that child for the purposes of Part IX of the Act as at the date of death; or

(c)in a case where the deceased was a still-born child, the responsible person was a parent, or the partner of a parent, of that still-born child as at the date when the child was still-born; or

(d)in a case where the deceased had no partner and neither sub-paragraph (b) nor (c) applies, the responsible person was an immediate family member of the deceased and it is reasonable for the responsible person to accept responsibility for those expenses; or

(e)in a case where the deceased had no partner and none of sub-paragraphs (b), (c) and (d) applies, the responsible person was either—

(i)a close relative of the deceased, or

(ii)a close friend of the deceased,

and it is reasonable for the responsible person to accept responsibility for the funeral expenses.

(9) The sixth condition is that the funeral takes place—

(a)in a case where paragraph (10) applies, in a member State of the European Union, Iceland, Liechtenstein, [F11Norway, Switzerland or the United Kingdom];

(b)in any other case, in the United Kingdom.

[F12(9A) The seventh condition is that the claimant lives in England and Wales.]

[F13(10) This paragraph applies where the responsible person or the responsible person's partner is—

(a)a qualified person within the meaning of regulation 6(1)(b) (worker) or (c) (self-employed person) of the Immigration (European Economic Area) Regulations 2016 (the EEA Regulations);

(b)a person who retains the status referred to in sub-paragraph (a) pursuant to regulation 6(2) or (4) of the EEA Regulations;

(c)a person who is a family member of a person referred to in sub-paragraph (a) or (b) within the meaning of regulation 7(1) of the EEA Regulations; or

(d)a person who has a right to reside permanently in the United Kingdom by virtue of regulation 15(1)(c), (d) or (e) of the EEA Regulations;

(e)a person granted indefinite leave to enter, or remain in, the United Kingdom under the Immigration Act 1971 by virtue of Appendix EU to the immigration rules made under section 3(2) of that Act.]

[F14(11) References in this regulation to the Immigration (European Economic Area) Regulations 2016 are to be read with Schedule 4 to the Immigration and Social Security Co-ordination (EU Withdrawal) Act 2020 (Consequential, Saving, Transitional and Transitory Provisions) Regulations 2020.]

Textual Amendments

F3Words in reg. 7(4)(a)(v) substituted (6.4.2017) by The Social Fund (Amendment) Regulations 2017 (S.I. 2017/271), regs. 1(2), 3(3)

F7Word in reg. 7(4)(a) omitted by S.I. 2017/725, Sch. 5 para. 9(4)(a) (as inserted) (6.4.2018) by virtue of The Loans for Mortgage Interest and Social Fund Maternity Grant (Amendment) Regulations 2018 (S.I. 2018/307), regs. 1(2), 2(18)(e)

F9Reg. 7(4)(a)(x) inserted by S.I. 2017/725, Sch. 5 para. 9(4)(b) (as inserted) (6.4.2018) by The Loans for Mortgage Interest and Social Fund Maternity Grant (Amendment) Regulations 2018 (S.I. 2018/307), regs. 1(2), 2(18)(e)

Funeral payments: supplementary

8.—(1) Subject to paragraph (2), the claimant shall not be entitled to a funeral payment where the responsible person is an immediate family member, a close relative or a close friend of the deceased and—

(a)there are one or more immediate family members of the deceased;

(b)one or more of those immediate family members or their partners are not persons to whom regulation 7(4) applied as at the date of death; and

(c)any of the immediate family members referred to in sub-paragraph (b) was not estranged from the deceased at the date of his death.

(2) Paragraph (1) shall not apply to disentitle the claimant from a funeral payment where the immediate family member who meets the description specified in sub-paragraph (c) of that paragraph is at the date of death—

(a)a person who has not attained the age of 18;

[F15(b)a qualifying young person within the meaning of section 142 of the Act (child and qualifying young person);]

[F16(bb)a qualifying young person under section 10(5) (prescription of qualifying young person) of the Welfare Reform Act 2012;]

(c)a person who has attained the age of 18 but not the age of 19 and who is attending a full-time course of advanced education, as defined in regulation 61 of the Income Support Regulations, or, as the case may be, a person aged 19 or over but under pensionable age who is attending a full-time course of study, as defined in that regulation, at an educational establishment;

(d)a person in receipt of asylum support under section 95 of the Immigration and Asylum Act 1999 M1;

(e)a member of, and fully maintained by, a religious order;

(f)being detained in a prison, remand centre or youth custody institution and either that immediate family member or his partner is a person to whom regulation 7(4) applied immediately before that immediate family member was so detained;

[F17(ff)a person resident in a care establishment within the meaning of regulation 3(3), whose accommodation and care costs are met in whole or in part by a local authority within the meaning of the Local Government Act 1972 or the Local Government etc (Scotland) Act 1994;]

(g)a person who is regarded as receiving free in-patient treatment within the meaning of the Social Security (Hospital In-Patients) Regulations 1975 M2, or the Social Security (Hospital In-Patients) Regulations (Northern Ireland) 1975 M3, and either that immediate family member or his partner is a person to whom regulation 7(4) applied immediately before that immediate family member was first regarded as receiving such treatment; or

(h)a person ordinarily resident outside the United Kingdom.

(3) Paragraphs (4) to (8) apply for the purposes of regulation 7(8)(d) and (e).

(4) The deceased shall be treated as having had no partner where the deceased had a partner at the date of death and—

(a)no claim for funeral expenses is made by the partner in respect of the death of the deceased; and

(b)that partner dies before the date upon which the deceased's funeral takes place.

(5) Whether it is reasonable for the responsible person to accept responsibility for meeting the expenses of a funeral shall be determined by the nature and extent of his contact with the deceased.

(6) Paragraph (7) applies (subject to paragraph (8)) in a case where the deceased had one or more close relatives.

(7) If, on comparing the nature and extent of any close relative's contact with the deceased and the nature and extent of the responsible person's contact with the deceased, any such close relative was—

(a)in closer contact with the deceased than the responsible person,

(b)in equally close contact with the deceased and neither that close relative nor his partner, if he has one, is a person to whom regulation 7(4) applies,

the claimant shall not be entitled to a funeral payment.

(8) However paragraph (7) shall not apply where the close relative who was in—

(a)closer contact with the deceased than the responsible person, or (as the case may be)

(b)equally close contact with the deceased,is at the date of death of a description specified in any of sub-paragraphs (a) to (h) of paragraph (2).

(9) In a case where the responsible person is the partner of the person who was a close relative, immediate family member or (as the case may be) close friend of the deceased, references in the preceding provisions of this regulation, and in regulation 7(8)(d) and (e), to the responsible person are to be construed as references to the responsible person's partner.

Textual Amendments

Marginal Citations

M2S.I. 1975/555; the relevant amending instrument is S.I. 1992/2595.

M3S.R. 1975 No. 109 (N.I.); the relevant amending instrument is S.R. 1992 No. 453.

Amount of funeral payment

9.—(1) A funeral payment shall be an amount sufficient to meet any relevant expenditure less any amount which falls to be deducted under regulation 10.

(2)  In paragraph (1), “relevant expenditure” means any costs to which paragraph (3) applies which fall to be met or have been met by the responsible person (or a person acting on behalf of the responsible person), inclusive of any available discount on those costs allowed by the funeral director or by any other person who arranges the funeral.

(3) This paragraph applies to the following costs—

(a)where the deceased is buried—

[F18(i)the necessary costs of obtaining a new burial plot for the deceased and a right of burial in that plot, whether or not that right is exclusive]

(ii)the fees levied in respect of a burial by the authority or person responsible for the provision and maintenance of cemeteries for the area where the burial takes place, [F19and] the fees levied by a private grave-digger, in so far as it is necessary to incur those fees;

(b)where the deceased is cremated—

(i)the fees levied in respect of a cremation by the authority or person responsible for the provision and maintenance of crematoria for the area where the cremation takes place in so far as it is necessary to incur those fees;

F20(ii). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

F20(iii). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(iv) the fee payable for the removal of any device as defined for the purposes of the Active Implantable Medical Devices Regulations 1992M4 save that, where that removal is carried out by a person who is not a registered medical practitioner, no more than £20 shall be met in respect of that fee;

[F21(ba)the cost of obtaining any medical reference, report or other documentation required in connection with the disposal of the body of the deceased, whether by burial, cremation or otherwise;]

(c)the cost of obtaining any documentation, production of which is necessary in order to release any assets of the deceased which may be deducted from a funeral payment pursuant to regulation 10;

(d)where the deceased died at home or away from home and it is necessary to transport the deceased within the United Kingdom in excess of 80 kilometres (approximately 50 miles) to the funeral director's premises or to the place of rest, the reasonable cost of transport in excess of 80 kilometres;

(e)where transport is provided by a vehicle for the coffin and bearers and by one additional vehicle, from the funeral director's premises or the place of rest to the funeral and—

(i)the distance travelled, in the case of a funeral which consists of a burial where no costs have been incurred under sub-paragraph (a)(i) above, exceeds 80 kilometres; or

(ii)the distance travelled, in the case of any other funeral, necessarily exceeds 80 kilometres,

the reasonable cost of the transport provided, other than the cost in respect of the first 80 kilometres of the distance travelled;

(f)the necessary cost of one return journey for the responsible person, either for the purpose of making arrangements for, or for attendance at, the funeral; and

(g)any other funeral expenses which shall not exceed [F22£1,000] in any case.

(4) Paragraphs (2) and (3) have effect subject to the following provisions.

(5) Paragraph (3)(a) does not apply to costs in connection with burial of the deceased's ashes (where he was cremated).

(6) All references to 80 kilometres shall be construed as applying to—

(a)in a case to which paragraph (3)(d) applies, the combined distance from the funeral director's premises or the deceased's place of rest to the place of death and of the return journey;

(b)in a case to which paragraph (3)(e) applies, the combined distance from the funeral director's premises or the deceased's place of rest to the funeral and of the return journey.

(7) The cost of items and services referred to in paragraph (3)(a), (b), (d) and (e) shall not include any element in the cost of those items and services which relates to a requirement of the deceased's religious faith.

(8) Paragraph (3)(e)(i) includes costs only to the extent that, together with the costs referred to under paragraph (3)(a)(ii), they do not exceed the costs which would have been incurred under—

(a)paragraph (3)(a)(i) and (ii), and

(b)where appropriate, paragraph (3)(e)(ii),

if it had been necessary to purchase for the deceased a new burial plot [F23with a right of burial in that plot, whether or not that right is exclusive].

(9) Paragraph (3)(f) includes costs only to the extent that they do not exceed the costs which would have been incurred in respect of a return journey from the home of the responsible person to the location where the necessary costs of a burial or, as the case may be, cremation referred to in paragraph (3)(a) or (b) would have been incurred.

(10) Where items and services have been provided on the death of the deceased under a pre-paid funeral plan or under any analogous arrangement—

(a)no funeral payment shall be made in respect of items or services referred to in paragraph (3) which have been provided under such a plan or arrangement; and

(b) paragraph (3)(g) shall have effect in relation to that particular claim as if for the sum “[F24£1,000]", there were substituted the sum “£120”.

Textual Amendments

Marginal Citations

Deductions from an award of a funeral payment

10.—(1) There shall be deducted from the amount of any award of funeral payment which would otherwise be payable—

(a)[F25subject to paragraph (1A)] the amount of any assets of the deceased which are available to the responsible person (on application or otherwise) or any other member of his family without probate or letters of administration, or (in Scotland) confirmation, having been granted;

(b)the amount of any lump sum due to the responsible person or any other member of his family on the death of the deceased by virtue of any insurance policy, occupational pension scheme or burial club, or any analogous arrangement;

F26(c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(d)the amount of any funeral grant, made out of public funds, in respect of the death of a person who was entitled to a war disablement pension;

(e)in relation to a pre-paid funeral plan or any analogous arrangement—

(i)where the plan or arrangement had not been paid for in full prior to the death of the deceased, the amount of any sum payable under that plan or arrangement in order to meet the deceased's funeral expenses;

(ii)where the plan or arrangement had been paid for in full prior to the death of the deceased, the amount of any allowance paid under that plan or arrangement in respect of funeral expenses.

[F27(1A) For the purposes of regulation 10(1)(a), arrears of the following benefits payable to the deceased as at the date of death are excluded from the assets of the deceased—

(a)attendance allowance under Part 3 of the Act;

[F28(b)bereavement support payment under section 30 of the Pensions Act 2014;]

(c)carer’s allowance under Part 3 of the Act;

[F29(ca)carer support payment under the Carer’s Assistance (Carer Support Payment) (Scotland) Regulations 2023;]

(d)child benefit under Part 9 of the Act;

(e)child tax credit under section 8 of the Tax Credits Act 2002;

(f)council tax benefit under Part 7 of the Act;

(g)disability living allowance under Part 3 of the Act;

(h)employment and support allowance under—

(i) Part 1 of the 2007 Act as amended by Schedule 3, and Part 1 of Schedule 14, to the 2012 Act (to remove references to an income-related allowance); or

(ii) Part 1 of the 2007 Act as it has effect apart from the amendments made by Schedule 3, and Part 1 of Schedule 14, to the 2012 Act ;

(i)exceptionally severe disablement allowance under Part 5 of the Act;

(j)guardian’s allowance under Part 3 of the Act;

(k)housing benefit under Part 7 of the Act;

(l)incapacity benefit under Part 2 of the Act;

(m)income support under Part 7 of the Act;

(n)industrial death benefit under Part 5 of the Act;

(o)industrial injuries disablement benefit under Part 5 of the Act;

(p)jobseeker’s allowance under—

(i) the 1995 Act as amended by Part 1 of Schedule 14 to the 2012 Act (to remove references to an income-based allowance); or

(ii) the 1995 Act as it has effect apart from the amendments made by Part 1 of Schedule 14 to the 2012 Act ;

(q)maternity allowance under Part 2 of the Act;

(r) personal independence payment under Part 4 of the 2012 Act ;

(s)reduced earnings allowance under Part 5 of the Act;

(t)severe disablement allowance under Part 3 of the Act;

(u)state pension credit under section 1 of the State Pension Credit Act 2002;

(v)state retirement pension under Parts 2 or 3 of the Act;

[F30(va)a state pension under Part 1 of the Pensions Act 2014;]

(w) universal credit under Part 1 of the 2012 Act ;

(x)war disablement pension under an instrument specified in section 639(2) of the Income Tax (Earnings and Pensions) Act 2003 in respect of the death or disablement of any person;

(y)war widow’s pension under an instrument specified in section 639(2) of the Income Tax (Earnings and Pensions) Act 2003 in respect of the death or disablement of any person;

(z)war widower’s pension under an instrument specified in section 639(2) of the Income Tax (Earnings and Pensions) Act 2003 in respect of the death or disablement of any person;

(aa)widowed mother’s allowance under Part 2 of the Act;

(bb)widowed parent’s allowance under Part 2 of the Act;

(cc)widow’s pension under Part 2 of the Act;

(dd)winter fuel payment under Part 8 of the Act;

(ee)working tax credit under section 10 of the Tax Credits Act 2002.

[F31(ff)armed forces independence payment under the Armed Forces and Reserve Forces (Compensation Scheme) Order 2011.]]

F32(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

F33(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

F28Reg. 10(1A)(b) substituted (6.4.2017 coming into force in accordance with art. 1-3) by The Pensions Act 2014 (Consequential, Supplementary and Incidental Amendments) Order 2017 (S.I. 2017/422), arts. 1(2), 24

F30Reg. 10(1A)(va) inserted (6.4.2016 coming into force in accordance with art. 1(2)(b)) by The Pensions Act 2014 (Consequential, Supplementary and Incidental Amendments) Order 2015 (S.I. 2015/1985), arts. 1(2)(b), 27

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