PolicyEngine-UK 2.68.0__tar.gz → 2.69.0__tar.gz

{policyengine_uk-2.68.0 → policyengine_uk-2.69.0}/CHANGELOG.md

@@ -5,6 +5,19 @@ 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).
 
+## [2.69.0] - 2026-01-15 15:17:19
+
+### Added
+
+- Scottish Child Payment baby bonus reform.
+
+## [2.68.1] - 2026-01-13 17:13:11
+
+### Fixed
+
+- Dataset uprating bug where region values weren't converted to strings for rent indexing
+- Salary sacrifice default behavior to be static (0) instead of fully optimized (1.0)
+
 ## [2.68.0] - 2026-01-13 15:46:23
 
 ### Added
@@ -2505,6 +2518,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 
 
+[2.69.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.68.1...2.69.0
+[2.68.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.68.0...2.68.1
 [2.68.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.67.0...2.68.0
 [2.67.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.66.0...2.67.0
 [2.66.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.9...2.66.0

{policyengine_uk-2.68.0 → policyengine_uk-2.69.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: policyengine-uk
-Version: 2.68.0
+Version: 2.69.0
 Summary: PolicyEngine tax and benefit system for the UK.
 Project-URL: Homepage, https://github.com/PolicyEngine/policyengine-uk
 Project-URL: Repository, https://github.com/PolicyEngine/policyengine-uk

{policyengine_uk-2.68.0 → policyengine_uk-2.69.0}/policyengine_uk/data/economic_assumptions.py

@@ -162,7 +162,7 @@ def uprate_rent(
     elif year < 2025:
         # We have regional growth rates for private rent.
         regional_growth_rate = growth.ons.private_rental_prices(year)[
-            region.values
+            region.values.astype(str)
         ]
         current_year.household["rent"] = np.where(
             is_private_rented,

{policyengine_uk-2.68.0 → policyengine_uk-2.69.0}/policyengine_uk/parameters/gov/contrib/behavioral_responses/employee_salary_sacrifice_reduction_rate.yaml

@@ -5,7 +5,7 @@
 # Most employees would optimize their salary sacrifice to avoid NI charges by reducing it to the cap level.
 description: The percentage by which employees reduce their salary sacrifice pension contributions in response to the salary sacrifice pension cap.
 values:
-  2010-01-01: 1.0  # Default: full optimization (employees reduce to cap level)
+  2010-01-01: 0  # Default: full optimization (employees reduce to cap level)
 metadata:
   unit: /1
   label: Employee salary sacrifice reduction rate in response to cap

policyengine_uk-2.69.0/policyengine_uk/parameters/gov/contrib/scotland/scottish_child_payment/baby_bonus.yaml

@@ -0,0 +1,23 @@
+description: Additional weekly amount for Scottish Child Payment based on child age.
+brackets:
+  - threshold:
+      values:
+        0001-01-01: 0
+    amount:
+      values:
+        0001-01-01: 12.85
+  - threshold:
+      values:
+        0001-01-01: 1
+    amount:
+      values:
+        0001-01-01: 0
+metadata:
+  type: single_amount
+  threshold_unit: year
+  amount_unit: currency-GBP
+  period: week
+  label: Scottish Child Payment baby bonus by age
+  reference:
+    - title: Scottish Government - Scottish Child Payment
+      href: https://www.gov.scot/policies/social-security/scottish-child-payment/

policyengine_uk-2.69.0/policyengine_uk/parameters/gov/contrib/scotland/scottish_child_payment/in_effect.yaml

@@ -0,0 +1,7 @@
+description: Whether the Scottish Child Payment baby bonus reform is in effect.
+values:
+  0001-01-01: false
+metadata:
+  unit: bool
+  period: year
+  label: Scottish Child Payment baby bonus reform in effect

{policyengine_uk-2.68.0 → policyengine_uk-2.69.0}/policyengine_uk/reforms/reforms.py

@@ -4,6 +4,7 @@ from .policyengine import (
     disable_simulated_benefits,
 )
 from .policyengine.adjust_budgets import adjust_budgets
+from .scotland import create_scottish_child_payment_reform
 from policyengine_core.model_api import *
 from policyengine_core import periods
 
@@ -15,6 +16,7 @@ def create_structural_reforms_from_parameters(parameters, period):
         create_household_based_hitc_reform(parameters, period),
         disable_simulated_benefits(parameters, period),
         adjust_budgets(parameters, period),
+        create_scottish_child_payment_reform(parameters, period),
     ]
     reforms = tuple(filter(lambda x: x is not None, reforms))
 

policyengine_uk-2.69.0/policyengine_uk/reforms/scotland/__init__.py

@@ -0,0 +1 @@
+from .scottish_child_payment_reform import create_scottish_child_payment_reform

policyengine_uk-2.69.0/policyengine_uk/reforms/scotland/scottish_child_payment_reform.py

@@ -0,0 +1,176 @@
+from policyengine_uk.model_api import *
+from policyengine_core.periods import period as period_
+
+
+def create_scottish_child_payment_baby_bonus_reform() -> Reform:
+    """
+    Reform that implements SCP Premium for under-ones.
+
+    Policy: Children under 1 receive a FIXED £40/week total payment.
+    Children 1+ receive the standard SCP rate (inflates with inflation).
+
+    This is NOT a fixed bonus added to the base - it's a fixed total amount.
+    As the base SCP rate inflates, the "bonus" for under-1s effectively
+    decreases to maintain the £40 total.
+
+    Source: Scottish Budget 2026-27
+    https://www.gov.scot/publications/scottish-budget-2026-2027-finance-secretarys-statement-13-january-2026-2/
+    """
+
+    class scottish_child_payment(Variable):
+        label = "Scottish Child Payment"
+        documentation = (
+            "Scottish Child Payment provides financial support to low-income "
+            "families in Scotland. It is paid per eligible child to families "
+            "receiving qualifying benefits such as Universal Credit."
+        )
+        entity = BenUnit
+        definition_period = YEAR
+        value_type = float
+        unit = GBP
+        reference = [
+            "https://www.gov.scot/policies/social-security/scottish-child-payment/",
+            "https://www.socialsecurity.gov.scot/",
+        ]
+
+        def formula(benunit, period, parameters):
+            # Check if household is in Scotland
+            in_scotland = (
+                benunit.household("country", period).decode_to_str()
+                == "SCOTLAND"
+            )
+
+            # Get SCP parameters
+            p = parameters(
+                period
+            ).gov.social_security_scotland.scottish_child_payment
+            weekly_amount = p.amount
+
+            # SCP only available when amount > 0 (i.e., after Feb 2021)
+            scp_available = weekly_amount > 0
+
+            # Count eligible children in the benefit unit
+            is_eligible_child = benunit.members(
+                "is_scp_eligible_child", period
+            )
+            eligible_children = benunit.sum(is_eligible_child)
+
+            # Get ages for baby bonus calculation
+            age = benunit.members("age", period)
+
+            # Count children under 6 and 6+ for takeup rate calculation
+            is_child = benunit.members("is_child", period)
+            children_6_and_over = benunit.sum(
+                is_child & (age >= 6) & (age < 16)
+            )
+
+            # Check if receiving a qualifying benefit
+            qb = p.qualifying_benefits
+
+            receives_uc = (
+                benunit("universal_credit", period) > 0
+            ) & qb.universal_credit
+            receives_ctc = (
+                benunit("child_tax_credit", period) > 0
+            ) & qb.child_tax_credit
+            receives_wtc = (
+                benunit("working_tax_credit", period) > 0
+            ) & qb.working_tax_credit
+            receives_income_support = (
+                benunit("income_support", period) > 0
+            ) & qb.income_support
+            receives_jsa_income = (
+                benunit("jsa_income", period) > 0
+            ) & qb.jsa_income
+            receives_esa_income = (
+                benunit("esa_income", period) > 0
+            ) & qb.esa_income
+            receives_pension_credit = (
+                benunit("pension_credit", period) > 0
+            ) & qb.pension_credit
+
+            receives_qualifying_benefit = (
+                receives_uc
+                | receives_ctc
+                | receives_wtc
+                | receives_income_support
+                | receives_jsa_income
+                | receives_esa_income
+                | receives_pension_credit
+            )
+
+            # SCP Premium for under-ones: Fixed £40/week total (not base + bonus)
+            # Policy: Children under 1 get £40/week, children 1+ get standard rate
+            PREMIUM_RATE_UNDER_ONE = 40.0  # £40/week fixed total
+
+            # Calculate per-child weekly amount based on age
+            per_child_weekly = where(
+                age < 1,
+                PREMIUM_RATE_UNDER_ONE,  # £40/week for under-1s (TOTAL, not bonus)
+                weekly_amount,  # Standard SCP rate for 1+ (inflates with inflation)
+            )
+
+            # Calculate total weekly payment for all eligible children
+            total_weekly = benunit.sum(per_child_weekly * is_eligible_child)
+
+            # Convert to annual amount
+            annual_amount = total_weekly * WEEKS_IN_YEAR
+
+            # Apply age-specific take-up rates in microsimulation
+            takeup_under_6 = p.takeup_rate.under_6
+            takeup_6_and_over = p.takeup_rate.age_6_and_over
+
+            has_children_6_and_over = children_6_and_over > 0
+            takeup_rate = where(
+                has_children_6_and_over, takeup_6_and_over, takeup_under_6
+            )
+
+            takes_up = random(benunit) < takeup_rate
+            is_in_microsimulation = benunit.simulation.dataset is not None
+            if is_in_microsimulation:
+                receives_payment = takes_up
+            else:
+                receives_payment = True
+
+            return (
+                in_scotland
+                * scp_available
+                * receives_qualifying_benefit
+                * receives_payment
+                * annual_amount
+            )
+
+    class reform(Reform):
+        def apply(self):
+            self.update_variable(scottish_child_payment)
+
+    return reform
+
+
+def create_scottish_child_payment_reform(
+    parameters, period, bypass: bool = False
+):
+    if bypass:
+        return create_scottish_child_payment_baby_bonus_reform()
+
+    p = parameters.gov.contrib.scotland.scottish_child_payment
+
+    # Check if reform is active in current period or next 5 years
+    reform_active = False
+    current_period = period_(period)
+
+    for i in range(5):
+        if p(current_period).in_effect:
+            reform_active = True
+            break
+        current_period = current_period.offset(1, "year")
+
+    if reform_active:
+        return create_scottish_child_payment_baby_bonus_reform()
+    else:
+        return None
+
+
+scottish_child_payment_reform = (
+    create_scottish_child_payment_baby_bonus_reform()
+)

{policyengine_uk-2.68.0 → policyengine_uk-2.69.0}/policyengine_uk/simulation.py

@@ -24,6 +24,7 @@ from policyengine_uk.data.economic_assumptions import (
     extend_single_year_dataset,
 )
 from policyengine_uk.utils.dependencies import get_variable_dependencies
+from policyengine_uk.reforms import create_structural_reforms_from_parameters
 
 from .tax_benefit_system import CountryTaxBenefitSystem
 
@@ -121,6 +122,14 @@ class Simulation(CoreSimulation):
 
         self.tax_benefit_system.reset_parameter_caches()
 
+        # Apply structural reforms based on parameters
+        structural_reform = create_structural_reforms_from_parameters(
+            self.tax_benefit_system.parameters,
+            period_(self.default_input_period),
+        )
+        if structural_reform is not None:
+            self.apply_reform(structural_reform)
+
         self.move_values("capital_gains", "capital_gains_before_response")
         self.move_values("employment_income", "employment_income_before_lsr")
         self.move_values(

policyengine_uk-2.69.0/policyengine_uk/tests/policy/baseline/gov/social_security_scotland/scottish_child_payment_baby_bonus.yaml

@@ -0,0 +1,274 @@
+# Tests for Scottish Child Payment Premium for under-ones reform
+#
+# POLICY: Children under 1 receive FIXED £40/week TOTAL payment
+#         Children 1+ receive standard SCP rate (£27.15 in 2026, inflates thereafter)
+#
+# This is NOT a fixed bonus - it's a fixed total amount.
+# As standard rate inflates, the effective "premium" decreases to maintain £40 total.
+#
+# 2026 calculations:
+# - Standard SCP: £27.15/week * 52 = £1,411.80/year
+# - Premium for under-1s: £40/week * 52 = £2,080/year (TOTAL, not base + bonus)
+# - Effective premium: £40 - £27.15 = £12.85/week (but this changes as base inflates)
+
+# Test 1: Scottish family with 1 baby (age 0) - WITHOUT reform
+- name: Scottish family with 1 baby - baseline (no baby bonus)
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    people:
+      parent:
+        age: 30
+      baby:
+        age: 0
+    benunits:
+      family:
+        members:
+          - parent
+          - baby
+        universal_credit: 5000
+    households:
+      household:
+        members:
+          - parent
+          - baby
+        region: SCOTLAND
+  output:
+    # 1 child * £27.15/week * 52 weeks = £1,411.80
+    scottish_child_payment: 1412
+
+# Test 2: Scottish family with 1 baby (age 0) - WITH reform
+- name: Scottish family with 1 baby - with baby bonus
+  period: 2026
+  absolute_error_margin: 1
+  reforms: policyengine_uk.reforms.scotland.scottish_child_payment_reform.scottish_child_payment_reform
+  input:
+    gov.contrib.scotland.scottish_child_payment.in_effect: true
+    people:
+      parent:
+        age: 30
+      baby:
+        age: 0
+    benunits:
+      family:
+        members:
+          - parent
+          - baby
+        universal_credit: 5000
+    households:
+      household:
+        members:
+          - parent
+          - baby
+        region: SCOTLAND
+  output:
+    # 1 baby * £40/week * 52 = £2,080/year (TOTAL payment for under-1)
+    scottish_child_payment: 2080
+
+# Test 3: Scottish family with 2 babies (both age 0) - WITH reform
+- name: Scottish family with 2 babies - with baby bonus
+  period: 2026
+  absolute_error_margin: 1
+  reforms: policyengine_uk.reforms.scotland.scottish_child_payment_reform.scottish_child_payment_reform
+  input:
+    gov.contrib.scotland.scottish_child_payment.in_effect: true
+    people:
+      parent:
+        age: 30
+      baby1:
+        age: 0
+      baby2:
+        age: 0
+    benunits:
+      family:
+        members:
+          - parent
+          - baby1
+          - baby2
+        universal_credit: 5000
+    households:
+      household:
+        members:
+          - parent
+          - baby1
+          - baby2
+        region: SCOTLAND
+  output:
+    # 2 babies * £40/week * 52 = £4,160/year (TOTAL payment for 2 under-1s)
+    scottish_child_payment: 4160
+
+# Test 4: Scottish family with 1 baby and 1 older child - WITH reform
+- name: Scottish family with 1 baby and 1 older child - with baby bonus
+  period: 2026
+  absolute_error_margin: 1
+  reforms: policyengine_uk.reforms.scotland.scottish_child_payment_reform.scottish_child_payment_reform
+  input:
+    gov.contrib.scotland.scottish_child_payment.in_effect: true
+    people:
+      parent:
+        age: 30
+      baby:
+        age: 0
+      older_child:
+        age: 5
+    benunits:
+      family:
+        members:
+          - parent
+          - baby
+          - older_child
+        universal_credit: 5000
+    households:
+      household:
+        members:
+          - parent
+          - baby
+          - older_child
+        region: SCOTLAND
+  output:
+    # 1 baby @ £40/week + 1 older child @ £27.15/week = £67.15/week
+    # £67.15 * 52 = £3,491.80/year
+    scottish_child_payment: 3492
+
+# Test 5: Scottish family with only older children (no babies) - WITH reform
+- name: Scottish family with older children only - no baby bonus
+  period: 2026
+  absolute_error_margin: 1
+  reforms: policyengine_uk.reforms.scotland.scottish_child_payment_reform.scottish_child_payment_reform
+  input:
+    gov.contrib.scotland.scottish_child_payment.in_effect: true
+    people:
+      parent:
+        age: 30
+      child1:
+        age: 3
+      child2:
+        age: 7
+    benunits:
+      family:
+        members:
+          - parent
+          - child1
+          - child2
+        universal_credit: 5000
+    households:
+      household:
+        members:
+          - parent
+          - child1
+          - child2
+        region: SCOTLAND
+  output:
+    # 2 older children @ £27.15/week * 52 = £2,823.60 (standard rate, no premium)
+    scottish_child_payment: 2824
+
+# Test 6: English family with baby - no SCP regardless of reform
+- name: English family with baby - no SCP
+  period: 2026
+  absolute_error_margin: 1
+  reforms: policyengine_uk.reforms.scotland.scottish_child_payment_reform.scottish_child_payment_reform
+  input:
+    gov.contrib.scotland.scottish_child_payment.in_effect: true
+    people:
+      parent:
+        age: 30
+      baby:
+        age: 0
+    benunits:
+      family:
+        members:
+          - parent
+          - baby
+        universal_credit: 5000
+    households:
+      household:
+        members:
+          - parent
+          - baby
+        region: NORTH_EAST
+  output:
+    scottish_child_payment: 0
+
+# Test 7: Child at age boundary (exactly 1 year old) - no baby bonus
+- name: Scottish family with 1 year old child - no baby bonus
+  period: 2026
+  absolute_error_margin: 1
+  reforms: policyengine_uk.reforms.scotland.scottish_child_payment_reform.scottish_child_payment_reform
+  input:
+    gov.contrib.scotland.scottish_child_payment.in_effect: true
+    people:
+      parent:
+        age: 30
+      child:
+        age: 1
+    benunits:
+      family:
+        members:
+          - parent
+          - child
+        universal_credit: 5000
+    households:
+      household:
+        members:
+          - parent
+          - child
+        region: SCOTLAND
+  output:
+    # 1 child @ £27.15/week * 52 = £1,411.80 (standard rate - age >= 1, no premium)
+    scottish_child_payment: 1412
+
+# Test 8: Higher income (£45k) - no qualifying benefit, no SCP
+- name: Scottish family with £45k income - no SCP (no qualifying benefit)
+  period: 2026
+  absolute_error_margin: 1
+  reforms: policyengine_uk.reforms.scotland.scottish_child_payment_reform.scottish_child_payment_reform
+  input:
+    gov.contrib.scotland.scottish_child_payment.in_effect: true
+    people:
+      parent:
+        age: 30
+        employment_income: 45000
+      baby:
+        age: 0
+    benunits:
+      family:
+        members:
+          - parent
+          - baby
+    households:
+      household:
+        members:
+          - parent
+          - baby
+        region: SCOTLAND
+  output:
+    # No UC at £45k income, so no SCP eligibility
+    scottish_child_payment: 0
+
+# Test 9: Higher income (£50k) - no qualifying benefit, no SCP
+- name: Scottish family with £50k income - no SCP (no qualifying benefit)
+  period: 2026
+  absolute_error_margin: 1
+  reforms: policyengine_uk.reforms.scotland.scottish_child_payment_reform.scottish_child_payment_reform
+  input:
+    gov.contrib.scotland.scottish_child_payment.in_effect: true
+    people:
+      parent:
+        age: 30
+        employment_income: 50000
+      baby:
+        age: 0
+    benunits:
+      family:
+        members:
+          - parent
+          - baby
+    households:
+      household:
+        members:
+          - parent
+          - baby
+        region: SCOTLAND
+  output:
+    # No UC at £50k income, so no SCP eligibility
+    scottish_child_payment: 0

{policyengine_uk-2.68.0 → policyengine_uk-2.69.0}/policyengine_uk/variables/gov/social_security_scotland/scottish_child_payment.py

@@ -34,12 +34,10 @@ class scottish_child_payment(Variable):
 
         # Count eligible children in the benefit unit
         is_eligible_child = benunit.members("is_scp_eligible_child", period)
-        eligible_children = benunit.sum(is_eligible_child)
 
-        # Count children under 6 and 6+ for takeup rate calculation
+        # Get ages for baby bonus calculation
         age = benunit.members("age", period)
         is_child = benunit.members("is_child", period)
-        children_under_6 = benunit.sum(is_child & (age < 6))
         children_6_and_over = benunit.sum(is_child & (age >= 6) & (age < 16))
 
         # Check if receiving a qualifying benefit
@@ -79,8 +77,29 @@ class scottish_child_payment(Variable):
             | receives_pension_credit
         )
 
-        # Calculate annual payment
-        annual_amount = eligible_children * weekly_amount * WEEKS_IN_YEAR
+        # Check if SCP Premium for under-ones is enabled (parametric reform)
+        # This allows enabling via parameter_changes without structural reform
+        baby_bonus_in_effect = parameters(
+            period
+        ).gov.contrib.scotland.scottish_child_payment.in_effect
+
+        # SCP Premium for under-ones: Fixed £40/week total for babies under 1
+        # Policy: Children under 1 get £40/week, children 1+ get standard rate
+        # Source: Scottish Budget 2026-27
+        PREMIUM_RATE_UNDER_ONE = 40.0  # £40/week fixed total
+
+        # Calculate per-child weekly amount based on age (if reform is active)
+        per_child_weekly = where(
+            baby_bonus_in_effect & (age < 1),
+            PREMIUM_RATE_UNDER_ONE,  # £40/week for under-1s (TOTAL, not bonus)
+            weekly_amount,  # Standard SCP rate for 1+ or when reform inactive
+        )
+
+        # Calculate total weekly payment for all eligible children
+        total_weekly = benunit.sum(per_child_weekly * is_eligible_child)
+
+        # Convert to annual amount
+        annual_amount = total_weekly * WEEKS_IN_YEAR
 
         # Apply age-specific take-up rates in microsimulation
         # 97% for families with only children under 6

{policyengine_uk-2.68.0 → policyengine_uk-2.69.0}/pyproject.toml

@@ -1,6 +1,6 @@
 [project] 
 name = "policyengine-uk"
-version = "2.68.0"
+version = "2.69.0"
 description = "PolicyEngine tax and benefit system for the UK."
 readme = "README.md"
 authors = [