Dataset: State Pension caseload
Field: Category of Pension
The type and amount of State Pension (SP) a person receives is determined according to when the person reaches State Pension age (SPa) and the number of National Insurance (NI) qualifying years they have, subject to them also having satisfied any other qualifying conditions in force at the time they reach SPa.
Pre-2016 State Pension
This is paid to people reaching their State Pension age (SPa) prior to 6th April 2016.
There are two main types of SP: contributory and non-contributory. Contributory SP consists of any combination of a Basic Pension, Additional Pension or Graduated Retirement Benefit. Non-contributory SP consists of a Basic Pension plus any Graduated Retirement Benefit that is due.
Additional Pension (AP) is made up of any entitlement, or inherited entitlement, of State Earnings-Related Pension (SERPS), which was earned on qualifying earnings between 1978 and 2002, and State Second Pension, which was earned on qualifying earnings between 2002 and 2016.
Graduated Retirement Benefit (GRB) is made up of any entitlement, or inherited entitlement, due under the scheme which operated from 1961 to 1975.
The categories of contributory SP available are:
The categories of non-contributory SP are:
New State Pension
This is paid to people reaching SPa on, or after, 6th April 2016.
nSP is a contributory SP made up of an amount based upon the persons NI contributions. Where transitional arrangements apply, some individuals will receive a Protected Payment – which is an amount above the full rate of nSP.
For those of working-age in 2016, their National Insurance record to 6th April 2016 will be valued under the old scheme rules and under the new scheme rules. Whichever amount is higher will be their Starting Amount from April 2016 in the new system. If the Starting Amount is higher than the full rate of nSP the excess becomes the Protected Payment.
The categories of nSP available are:
Note that where an individual is entitled to an extra amount in respect of inherited or shared SP, this is not shown separately. Where the total, including the extra amount, is below the full rate of nSP it is classified as nSP with no Protected Payment. Where the total exceeds the full rate of nSP, it is classified as nSP with Protected Payment.
There is also a category for Unknown.
Total number of categories: 11
Back to top