Relevant period
The relevant period is a three-month waiting period (thirteen weeks for ESA) during which the LCWRA element in universal credit, or support component in ESA, cannot be included in an award. It does not apply to claimants who are terminally ill.
Legislation
The rules that provide for the relevant period are in the Employment and Support Allowance Regulations 2008, the Employment and Support Allowance Regulations 2013 and the Universal Credit Regulations 2013 (and the equivalent regulations in Northern Ireland).
For ESA regulation 4 of the 2008 ESA Regulations and regulation 5 of the 2013 ESA Regulations provide -
In this regulation, “the relevant period” means the period of 13 weeks beginning with—(a)the first day of the assessment phase ...; or
(b)where that day immediately follows an extended period of sickness, the first day of the extended period of sickness.
For universal credit paragraph 28 of the 2013 UC Regulations provides -
The relevant period is the period of three months beginning with—(a)if regulation 41(2) applies (claimant with earnings equal to or above the relevant threshold) the date on which the award of universal credit commences or, if later, the date on which the claimant applies for the LCWRA element to be included in the award; or
(b)in any other case, the first day on which the claimant provides evidence of their having limited capability for work in accordance with the Medical Evidence Regulations.
Sources:
Regulation 4(4) of the Employment and Support Allowance Regulations 2008 (SI.No.794/2008), and regulation 4(4) of the Employment and Support Allowance Regulations (Northern Ireland) 2008 (SR.No.280/2008) (apply to income-related and old-style contributory ESA).
Regulation 5(4) of the Employment and Support Allowance Regulations 2013 (SI.No.379/2013), and regulation 5(4) of the Employment and Support Allowance Regulations (Northern Ireland) 2016 (SR.No.209/2016) (apply to new-style contributory ESA).
Regulation 28(2) of the Universal Credit Regulations 2013 (SI.No.376/2013), and regulation 29(2) of the Universal Credit Regulations (Northern Ireland) 2016 (SR.No.216/2016) (apply to universal credit).
Case law
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‘Relevant period’ started running on date of self-certification in universal credit journal, and continued running despite 10-month delay in submitting first fit note
- [2025] UKUT 15 (AAC)
- UA-2024-000320-ULCW
- KS v The Secretary of State for Work and Pensions
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Universal credit claimants have the right to seek backdating of their claim after the decision to award benefit has been made
- [2022] UKUT 242 (AAC)
- UA-2022-000041-USTA
- AM v Secretary of State for Work and Pensions
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Old style ESA claimant who claimed universal credit six months after ESA ended was entitled to receive LCWRA element immediately on account of previous determination of LCWRA and national insurance credits entitlement
- [2022] UKUT 117 (AAC)
- UA-2021-001444-ULCW
- JW v Secretary of State for Work and Pensions
- Whether the assessment phase of ESA ends even if claimant has not had a medical
- [2014] UKUT 42 (AAC)
- Secretary of State for Work and Pensions v RM
- When the ESA assessment phase ends for the purposes of the award of a component
- [2013] UKUT 477 (AAC)
- CE/3732/2012
- Secretary of State for Work and Pensions v NC