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Backdating – Scheduled Review after Transfer
Some transferred cases will be subject to scheduled review shortly after transfer because their cases were selected for transfer to avoid overlap with the DWP review process.
In this context only, if the person’s care needs have increased so as to entitle them to the higher rate of PADP, this can be backdated. “In this circumstance, the effective date of any increase will be whichever is later of:
- The date 20 weeks before the fixed-term Attendance Allowance award was due to end. This is the date DWP would have started the renewal process.
- The date the person first met the 26 week backwards test for the higher rate”
Note this is different from the usual effective date rule for scheduled reviews (link to effective date rules for scheduled reviews). This is because we typically honour DWP review dates, but we may have had to delay the review starting to complete the transfer process. It would therefore be unjust to increase the person’s award from a later date (PADP regs, reg 37(2)).
The amount of backdated benefit should be reduced to take account of any Attendance Allowance or PADP already received for the same period (PADP Regs Sch1, Part 3, Para 12(f))
Note that all subsequent reviews and initial reviews that do not fall into this specific context should follow the normal PADP effective date rules.
Examples – Backdating an increase in entitlement after scheduled review
Trevor is 80 and has been in receipt of Attendance Allowance at the lower rate, on a fixed-term award from DWP.
His Attendance Allowance award is due for renewal with an end of award date of 16 September 2025, and his case has been selected for transfer on 3 March 2025. The case transfer takes 10 weeks, so his PADP entitlement begins on 12 May 2025. Although the renewal of his Attendance Allowance would have started on 29 April (16 September minus 20 weeks), Trevor’s PADP review date must be set to a date after the transfer completes.
At the scheduled review, the case manager determines that Trevor’s care needs have increased so as to entitle him to higher rate PADP, and that this increase in care needs began on 1 November 2024. Applying the backwards test, Trevor is entitled to higher rate from 2 May 2025 (1 November + 26 weeks). Therefore, the increase in entitlement should be backdated to 2 May 2025.
As this date is before Trevor’s award completed transfer, the amount he receives for the backdated award will be reduced by the amount of Attendance Allowance he received between 2 May and 12 May, and the amount of PADP received between 12 May and the date of the determination.
Kaavya’s Attendance Allowance has an end of award date of 19 March 2026. DWP would have started the renewal process on 30 October 2025, but Kaavya’s case is selected for managed transfer on 1 September 2025.
Case transfer takes 12 weeks which means Pension Age Disability Payment comes into payment on 24 November. The scheduled review is carried out on 21 January 2026. The review finds that Kaavya’s care needs have increased sufficiently to entitle her to higher rate PADP, and that this has been the case since April 2025.
Kaavya’s new entitlement to higher rate PADP can be backdated to 20 weeks before her fixed term Attendance Allowance award was due to end, provided she has satisfied the qualifying period. Therefore Kaavya’s new rate of PADP is payable from 30 October 2025.
The amount she receives for the backdated award will be reduced by any Attendance Allowance she received between 30 October and 24 November, and the amount of PADP received between 24 November and the date of the determination.
For more information please see the chapters ‘Relevant considerations…’ and ‘Change of Circumstances’.