The Social Fund

What is the Social Fund?

The Social Fund is a means tested fund, which can help with certain one-off expenses. Access is restricted to recipients of certain other means tested benefits - some parts are only available if you are in receipt of Income Support/ Income Based JSA. There are in fact two parts to the Social Fund, the regulated and the discretionary Social Fund.

The regulated Social Fund

The regulated Social Fund works like any other benefit. Payments are made as of right if you meet the conditions set down in the rules. Decisions are subject to reviews and appeals in the normal way, and if you make a valid claim you should be paid regardless of the state of the budget.The Regulated Social Fund includes:

The discretionary Social Fund

This is the better known part of the Social Fund. Grants or interest free loans are made at the discretion of the Social Fund Officer. The discretionary Social Fund includes:

These payments are made from cash limited budgets and there is no independent right of appeal. However there is a process of internal review.The discretionary Social Fund is the best known part of the Social Fund. It can provide help for one off items of expenditure - e.g. cookers - or help out in an emergency - e.g. house fire, lost money. It is different from all other parts of the benefits system in the following key respects:

  • It is discretionary - this means that an award is at the discretion of the Social Fund Officer. S/he does have a legal framework and some specific law called “directions”. Otherwise, any award is based on the SFO’s judgement helped by local and national guidance - none of which is binding. There are no hard and fast conditions which say whether an award is made or not.
  • It is cash limited - a certain amount is allocated to each Social Fund office for the year. When that budget runs out, no more awards can be made - although in exceptional circumstances more money can be made available. With all other benefits the commitment is open ended - any claim meeting the conditions is paid. But remember, the cash limit is an annual one - for convenience Social Fund sections plan out their budgets on a monthly basis, but an overspend in one month is not grounds for refusal, whereas the exhaustion of the annual budget unfortunately is.
  • It is mostly made up of loans. Skilled advocacy is required to enable someone to get a grant rather than a loan.
  • There is no independent appeal - There is a 2 stage review structure, with reviews by nationally based Social Fund inspectors, but there is no right to appeal to an independent Tribunal.

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Last Updated: 12.11.2007 at 15:59

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