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Managed Migration 2020 - Process and impact of ending legacy claims!


DWP stats show 2.5 million people are now claiming Universal Credit. The rollout continues, adding 100-130,000 new awards each month. The Managed Migration pilot in Harrogate, which started last July has been a complte washout, having only processed 13 claims to date. However, DWP’s hierarchy still plans to commence full blown Managed Migration (MM) and the transfer of a further 5 million clims to Universal Credit from November 2020.

Housing, Income Management, & Welfare Rights staff have already been assisting tenants meet the many challenges posed by Universal Credit and recognise the new scheme is very different to the legacy claims e.g. Income Support, ESA, Housing Benefit schemes it replaces. Whilst in some cases it can be more generous, mostly, it’s very more complex, punitive and problematic, partly because DWP’s administration is at arms-length, often remote and ambivalent. This already, has led, in some cases, to hikes in RSL rent arrears of between 2 to 6 times previous levels, despite those organisations invoking early intervention and robust rent arrears management techniques. In contrast, some associations have managed to limit their losses to 10-20%.

The under-noted  course has been specifically tailored for Social Landlord staff. It’s designed to examine how Managed Migration, over the next 3 years, will increase the numbers of tenants transitioning to Universal Credit by 3 to 4 times and the likely effect this will have on your tenants, your organisation’s collection arrangements, rental income and rent arrears management. It can be delivered in-house just for you and/or in collaboration with your neighbouring councils/associations.


  • Impact of rollout todate?
  • Harrogate Pilot and MM timetable?
  • What’s a Migration Notice and how does it affect both legacy and UC claims;
    • Effective date of MM Notice;
    • Deadline date, ending legacy awards;
    • Extended deadline and backdating
  • What’s Transional Protection (TP)?
    • How will Transitional Protection be calculated?
    • How much will it be and how long will it last?
    • Groups ineligible for TP?
    • How changes of circumstances impact on TP
  • To what extent will Managed Migration impact on:
    • Severe Disability Premium cases?
    • Mixed aged couples
    • People of wortking age living in Supported Accommodation?
    • How will DWP calculate TP for these groups?
  • “Explicit consent”, Appointeeship – Advocacting on behalf of your clients via the journal, over the phone or by email/letters.
  • Backdating; changes in circumstances; the “whole month rule”; principals of revision and supersession
  • Impact of UC overpayments and how this differs from Housing Benefit
    • Challenging Overpayments
    • Seeking discretionary waivers or reductions in recoveries
  • How to make a Mandatory Reconsideration and appeal on behalf of your tenants.
  • How to complain, on behalf of your tenants and the organisation, when things go wrong; seek compensation, refer to the “Independent Examiner” and Parliamentary Commissioner for Administration.
  • Throughout the day we will encourage delegate participation. We use practical exercises and case studies, drawn from real situations, arising from the experience of HA landlords in different parts of the GB to highlight the main features of the scheme and where things are likely to go wrong. There will be plenty of time for discussion of issues and concerns. Ultimately, the tutor will aim to ensure delegates are well informed on how to maximise tenant entitlement and reduce the potential for rental income loss.

Who should attend?

Any member of staff involved in housing management, finance, providing advice & support to tenants and those responsible for collecting arrears and complying with Pre-action protocols/requirements.


Bill Irvine was Head of Benefits, Revenues & Advice Services at one of the UK’s largest councils; acted as local government advisor to the Housing Benefit Standing Committee, Westminster; operated as a welfare rights advocate; tutored on behalf of the Chartered Institute of Housing in relation to Housing Benefit, Council Tax & Rent Arrears management. He currently operates UC Advice & Advocacy Ltd acting as representative of tenants, Private Landlords and Housing Associations in their respective HB/LHA/UC negotiations with DWP/councils and, rather uniquely, represents them in disputes before First and Upper-tier tribunals. He also writes regular articles on UC/LHA related topics and responds to Landlord’s queries and complaints via various web-based forums, including his own website.
Bill was one of the principal witnesses at the DWP Select Committee, Westminster hearings, relating to Local Housing Allowance in January 2010, where some of his recommendations were adopted as “Good practice” in subsequently produced DWP Guidance.