PolicyEngine-UK 0.76.0__tar.gz → 0.78.0__tar.gz

{PolicyEngine-UK-0.76.0 → PolicyEngine-UK-0.78.0}/CHANGELOG.md

@@ -5,6 +5,23 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/), 
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.78.0] - 2024-05-27 22:27:48
+
+### Added
+
+- Pensioner personal allowance
+
+## [0.77.0] - 2024-05-23 17:20:21
+
+### Added
+
+- Abolition switch for State Pension payments.
+- Freeze switch for Pension Credit payments.
+
+### Fixed
+
+- New benefit claimants are now accounted for in reforms.
+
 ## [0.76.0] - 2024-05-02 11:47:45
 
 ### Added
@@ -1251,6 +1268,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 
 
+[0.78.0]: https://github.com/PolicyEngine/openfisca-uk/compare/0.77.0...0.78.0
+[0.77.0]: https://github.com/PolicyEngine/openfisca-uk/compare/0.76.0...0.77.0
 [0.76.0]: https://github.com/PolicyEngine/openfisca-uk/compare/0.75.0...0.76.0
 [0.75.0]: https://github.com/PolicyEngine/openfisca-uk/compare/0.74.1...0.75.0
 [0.74.1]: https://github.com/PolicyEngine/openfisca-uk/compare/0.74.0...0.74.1

{PolicyEngine-UK-0.76.0/PolicyEngine_UK.egg-info → PolicyEngine-UK-0.78.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: PolicyEngine-UK
-Version: 0.76.0
+Version: 0.78.0
 Summary: PolicyEngine tax and benefit system for the UK
 Home-page: https://github.com/PolicyEngine/policyengine-uk
 Author: PolicyEngine

{PolicyEngine-UK-0.76.0 → PolicyEngine-UK-0.78.0/PolicyEngine_UK.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: PolicyEngine-UK
-Version: 0.76.0
+Version: 0.78.0
 Summary: PolicyEngine tax and benefit system for the UK
 Home-page: https://github.com/PolicyEngine/policyengine-uk
 Author: PolicyEngine

{PolicyEngine-UK-0.76.0 → PolicyEngine-UK-0.78.0}/PolicyEngine_UK.egg-info/SOURCES.txt

@@ -119,12 +119,15 @@ policyengine_uk/parameters/gov/README.md
 policyengine_uk/parameters/gov/benefit_uprating_cpi.yaml
 policyengine_uk/parameters/gov/contrib/README.md
 policyengine_uk/parameters/gov/contrib/abolish_council_tax.yaml
+policyengine_uk/parameters/gov/contrib/abolish_state_pension.yaml
+policyengine_uk/parameters/gov/contrib/freeze_pension_credit.yaml
 policyengine_uk/parameters/gov/contrib/benefit_uprating/README.md
 policyengine_uk/parameters/gov/contrib/benefit_uprating/all.yaml
 policyengine_uk/parameters/gov/contrib/benefit_uprating/non_sp.yaml
 policyengine_uk/parameters/gov/contrib/cec/README.md
 policyengine_uk/parameters/gov/contrib/cec/non_primary_residence_wealth_tax.yaml
 policyengine_uk/parameters/gov/contrib/cec/state_pension_increase.yaml
+policyengine_uk/parameters/gov/contrib/conservatives/pensioner_personal_allowance.yaml
 policyengine_uk/parameters/gov/contrib/cps/README.md
 policyengine_uk/parameters/gov/contrib/cps/marriage_tax_reforms/README.md
 policyengine_uk/parameters/gov/contrib/cps/marriage_tax_reforms/expanded_ma/README.md

PolicyEngine-UK-0.78.0/policyengine_uk/parameters/gov/contrib/abolish_state_pension.yaml

@@ -0,0 +1,6 @@
+description: Remove all State Pension payments.
+values:
+  2000-01-01: false
+metadata:
+  unit: bool
+  label: Abolish State Pension

PolicyEngine-UK-0.78.0/policyengine_uk/parameters/gov/contrib/conservatives/pensioner_personal_allowance.yaml

@@ -0,0 +1,10 @@
+description: Personal Allowance for pensioners.
+values:
+  2017-04-06: 11_500
+  2018-04-06: 11_850
+  2019-04-06: 12_500
+  2021-04-06: 12_570
+  2025-04-06: 12_570
+metadata:
+  unit: currency-GBP
+  label: personal allowance for pensioners

PolicyEngine-UK-0.78.0/policyengine_uk/parameters/gov/contrib/freeze_pension_credit.yaml

@@ -0,0 +1,6 @@
+description: Freeze Pension Credit payments. Set all Pension Credit payments to what they are under baseline policy.
+values:
+  2000-01-01: false
+metadata:
+  unit: currency-GBP
+  label: Freeze Pension Credit

PolicyEngine-UK-0.78.0/policyengine_uk/parameters/gov/dwp/universal_credit/takeup.yaml

@@ -0,0 +1,5 @@
+description: Universal Credit takeup rate
+values:
+  2019-01-01: 0.63 # From PolicyEngine microsimulation (UC claimants vs eligible households).
+metadata:
+  unit: /1

{PolicyEngine-UK-0.76.0 → PolicyEngine-UK-0.78.0}/policyengine_uk/system.py

@@ -92,11 +92,14 @@ class Microsimulation(CoreMicrosimulation):
 
         # Labor supply responses
 
-        employment_income = self.get_holder("employment_income")
-        for known_period in employment_income.get_known_periods():
-            array = employment_income.get_array(known_period)
-            self.set_input("employment_income_before_lsr", known_period, array)
-            employment_income.delete_arrays(known_period)
+        for simulation in list(self.branches.values()) + [self]:
+            employment_income = simulation.get_holder("employment_income")
+            for known_period in employment_income.get_known_periods():
+                array = employment_income.get_array(known_period)
+                simulation.set_input(
+                    "employment_income_before_lsr", known_period, array
+                )
+                employment_income.delete_arrays(known_period)
 
 
 class IndividualSim(CoreIndividualSim):  # Deprecated

{PolicyEngine-UK-0.76.0 → PolicyEngine-UK-0.78.0}/policyengine_uk/variables/gov/dwp/housing_benefit.py

@@ -240,8 +240,7 @@ class housing_benefit_pre_benefit_cap(Variable):
     def formula(benunit, period, parameters):
         entitlement = benunit("housing_benefit_entitlement", period)
         eligible = benunit("housing_benefit_eligible", period)
-        would_claim = benunit("would_claim_HB", period)
-        return would_claim * entitlement * eligible
+        return entitlement * eligible
 
 
 class housing_benefit(Variable):
@@ -250,6 +249,7 @@ class housing_benefit(Variable):
     definition_period = YEAR
     value_type = float
     unit = GBP
+    defined_for = "would_claim_HB"
 
     def formula(benunit, period, parameters):
         housing_benefit_entitlement = benunit(
@@ -269,3 +269,9 @@ class baseline_housing_benefit_entitlement(Variable):
     definition_period = YEAR
     value_type = float
     unit = GBP
+
+    def formula(benunit, period, parameters):
+        if benunit.simulation.baseline is None:
+            return 1
+        baseline = benunit.simulation.baseline.populations["benunit"]
+        return baseline("housing_benefit_entitlement", period)

PolicyEngine-UK-0.78.0/policyengine_uk/variables/gov/dwp/pension_credit/pension_credit.py

@@ -0,0 +1,22 @@
+from policyengine_uk.model_api import *
+
+
+class pension_credit(Variable):
+    label = "Pension Credit"
+    entity = BenUnit
+    definition_period = YEAR
+    value_type = float
+    unit = GBP
+    reference = "https://www.legislation.gov.uk/ukpga/2002/16/contents"
+
+    def formula(benunit, period, parameters):
+        entitlement = benunit("pension_credit_entitlement", period)
+        would_claim = benunit("would_claim_pc", period)
+        amount = entitlement * would_claim
+
+        freeze = parameters(period).gov.contrib.freeze_pension_credit
+        baseline = benunit.simulation.baseline
+        if freeze and baseline is not None:
+            return baseline.populations["benunit"]("pension_credit", period)
+        else:
+            return amount

{PolicyEngine-UK-0.76.0 → PolicyEngine-UK-0.78.0}/policyengine_uk/variables/gov/dwp/tax_credits.py

@@ -600,9 +600,21 @@ class baseline_wtc_entitlement(Variable):
     definition_period = YEAR
     value_type = float
 
+    def formula(benunit, period, parameters):
+        if benunit.simulation.baseline is None:
+            return 1
+        baseline = benunit.simulation.baseline.populations["benunit"]
+        return baseline("wtc_entitlement", period)
+
 
 class baseline_ctc_entitlement(Variable):
     label = "Receives Child Tax Credit (baseline)"
     entity = BenUnit
     definition_period = YEAR
     value_type = float
+
+    def formula(benunit, period, parameters):
+        if benunit.simulation.baseline is None:
+            return 1
+        baseline = benunit.simulation.baseline.populations["benunit"]
+        return baseline("wtc_entitlement", period)

{PolicyEngine-UK-0.76.0 → PolicyEngine-UK-0.78.0}/policyengine_uk/variables/gov/dwp/universal_credit.py

@@ -34,12 +34,58 @@ class would_claim_UC(Variable):
         current_uc_claimant = (
             add(benunit, period, ["universal_credit_reported"]) > 0
         )
+        brought_into_claim = benunit(
+            "is_brought_into_uc_claimant_status", period
+        )
         is_in_microsimulation = hasattr(benunit.simulation, "dataset")
         if is_in_microsimulation:
-            return current_uc_claimant
+            return current_uc_claimant | brought_into_claim
         return True
 
 
+class is_brought_into_uc_claimant_status(Variable):
+    label = "brought into UC claimant status"
+    entity = BenUnit
+    definition_period = YEAR
+    value_type = bool
+
+    def formula(benunit, period, parameters):
+        if benunit.simulation.baseline is None:
+            return False
+        uc_entitled = benunit("is_uc_entitled", period)
+        uc_entitled_baseline = benunit("is_uc_entitled_baseline", period)
+        takeup = parameters(period).gov.dwp.universal_credit.takeup
+        takes_up_given_new_claimant = random(benunit) < takeup
+        return (
+            uc_entitled & ~uc_entitled_baseline & takes_up_given_new_claimant
+        )
+
+
+class is_uc_entitled(Variable):
+    label = "meets the means test for Universal Credit"
+    entity = BenUnit
+    definition_period = YEAR
+    value_type = bool
+
+    def formula(benunit, period, parameters):
+        uc = benunit("universal_credit_pre_benefit_cap", period)
+        return uc > 0
+
+
+class is_uc_entitled_baseline(Variable):
+    label = "meets the means test for Universal Credit under baseline law"
+    entity = BenUnit
+    definition_period = YEAR
+    value_type = bool
+
+    def formula(benunit, period, parameters):
+        if benunit.simulation.baseline is None:
+            return True
+        baseline = benunit.simulation.baseline.populations["benunit"]
+        uc = baseline("universal_credit_pre_benefit_cap", period)
+        return uc > 0
+
+
 class is_UC_eligible(Variable):
     value_type = bool
     entity = BenUnit
@@ -581,7 +627,6 @@ class universal_credit_pre_benefit_cap(Variable):
     category = BENEFIT
     adds = ["UC_maximum_amount"]
     subtracts = ["UC_income_reduction"]
-    defined_for = "would_claim_UC"
 
 
 class universal_credit(Variable):
@@ -590,6 +635,7 @@ class universal_credit(Variable):
     definition_period = YEAR
     value_type = float
     unit = GBP
+    defined_for = "would_claim_UC"
 
     def formula(benunit, period, parameters):
         uc_max_entitlement = benunit(

{PolicyEngine-UK-0.76.0 → PolicyEngine-UK-0.78.0}/policyengine_uk/variables/gov/hmrc/income_tax/allowances/allowances.py

@@ -14,13 +14,20 @@ class personal_allowance(Variable):
     reference = "Income Tax Act 2007 s. 35"
 
     def formula(person, period, parameters):
-        PA = parameters(
-            period
-        ).gov.hmrc.income_tax.allowances.personal_allowance
+        params = parameters(period)
+        contrib = params.gov.contrib
+        PA = params.gov.hmrc.income_tax.allowances.personal_allowance
+        personal_allowance = PA.amount
+        sp_age = person("is_SP_age", period)
+        pensioner_pa = contrib.conservatives.pensioner_personal_allowance
+        if pensioner_pa != personal_allowance:
+            personal_allowance = where(
+                sp_age, pensioner_pa, personal_allowance
+            )
         ANI = person("adjusted_net_income", period)
         excess = max_(0, ANI - PA.maximum_ANI)
         reduction = excess * PA.reduction_rate
-        return max_(0, PA.amount - reduction)
+        return max_(0, personal_allowance - reduction)
 
 
 class blind_persons_allowance(Variable):

{PolicyEngine-UK-0.76.0 → PolicyEngine-UK-0.78.0}/policyengine_uk/variables/input/income.py

@@ -51,6 +51,8 @@ class state_pension(Variable):
 
     def formula(person, period, parameters):
         gov = parameters(period).gov
+        if gov.contrib.abolish_state_pension:
+            return 0
         relative_increase = gov.contrib.cec.state_pension_increase
         uprating = 1 + relative_increase
         sp = gov.dwp.state_pension

{PolicyEngine-UK-0.76.0 → PolicyEngine-UK-0.78.0}/setup.py

@@ -4,7 +4,7 @@ from setuptools import setup, find_packages
 
 setup(
     name="PolicyEngine-UK",
-    version="0.76.0",
+    version="0.78.0",
     author="PolicyEngine",
     author_email="nikhil@policyengine.org",
     classifiers=[

PolicyEngine-UK-0.76.0/policyengine_uk/parameters/gov/dwp/universal_credit/takeup.yaml

@@ -1,11 +0,0 @@
-description: Universal Credit takeup rate
-values:
-  2025-01-01: 0.8717
-  2024-01-01: 0.8637
-  2023-01-01: 0.8555
-  2022-01-01: 0.8472
-  2021-01-01: 0.8366
-  2020-01-01: 0.869
-  2019-01-01: 0.7447
-metadata:
-  unit: /1

PolicyEngine-UK-0.76.0/policyengine_uk/variables/gov/dwp/pension_credit/pension_credit.py

@@ -1,12 +0,0 @@
-from policyengine_uk.model_api import *
-
-
-class pension_credit(Variable):
-    label = "Pension Credit"
-    entity = BenUnit
-    definition_period = YEAR
-    value_type = float
-    unit = GBP
-    reference = "https://www.legislation.gov.uk/ukpga/2002/16/contents"
-    defined_for = "would_claim_pc"
-    adds = ["pension_credit_entitlement"]