The DWP’s “complex needs” safeguard could prevent thousands of vulnerable disabled claimants from losing their benefits when they are forced into managed migration to universal credit (UC).

From February, the DWP aims to send out 63,000 migration notices a month to employment and support allowance (ESA) claimants. It seems likely that some of the most vulnerable ESA claimants, who may not have had contact with the DWP for years, will now begin to be caught in the DWP dragnet.

So, it’s vital that claimants and support workers are aware of the complex needs guidance.  This can offer additional help and protection to people who may struggle with making, or maintaining a claim for UC.

Claimants who are accepted as having complex needs are entitled to additional support, including things like:

  • Additional time to make a claim
  • A home visit
  • Communication in alternative formats

Taking your needs into account when considering whether a sanction should apply

There is no strict definition of complex needs, anything that could affect your ability to make and maintain a claim to UC can be considered.  This could include issues such as:

  • a physical or mental health condition
  • risk of suicide or self-harm or risk of harm to others
  • abuse of drugs or alcohol
  • domestic  abuse
  • homelessness
  • sensory loss (hearing and visual impairments)
  • care leaver
  • unable to use a computer
  • no bank account

If you have already begun a claim to UC, you can report your complex needs in your UC journal and a UC agent must then record these on the support needs section of the DWP’s records.

You should then receive support from a complex case coach.

Complex case coaches carry out ‘investigative work’ to support claimants who are approaching their claim-by date but who have not yet made a claim.  This includes claimants who:

  • the DWP have not been able to make contact with at all
  • have been contacted, but they still have not made a claim
  • have additional barriers to making a claim
  • have complex needs

Once a claimant has been referred to the complex case coach, they should remain on their worklist until a claim to UC has been completed or their legacy benefits are terminated and no claim to UC has been made.

However, before a complex case coach claim can be closed in this way, there is a process that should be gone through which includes a referral to an advanced customer support senior leader and a review with a  Higher Executive Officer.

In some cases, even if no progress has been made, it may be judged that it is not safe to terminate the claimant’s legacy benefits and the complex case coach will continue trying to contact the claimant at semi-regular intervals.

Only after all support options have been exhausted can the claimants legacy benefits finally be terminated.

It is clear that the complex needs process is an important safeguard for claimants who may struggle, especially with the mandatory migration process, but also with the ongoing requirements of a UC claim.  If you think they apply to you or your client, ensure that you inform the DWP.

We’ve included more information in our updated 52 page guide to Successful ESA to UC Managed Migration, which members can download from the ESA/UC Guides page

We have also published two DWP documents on complex cases which members can find in the UC Migration Resources section on the same page.

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  • Thank you for your comment. Comments are moderated before being published.
    · 11 days ago
    I have a Migration Notice and scared to actually do this, as there are still a lot of unanswered questions, and i feel, anyone on IR-ESA with the Disability Premiums, and/or HB will be worse off as soon as April comes up this year, as the 'eroding' of the Transition Protection will be in force as soon as the rent goes up (and you get the extra to cover it etc, as well as the normal interest increase every year will also be taken from the total of the 'Transitional Protection' amount - This hasn't been mentioned in the letter the DWP and i feel its not very clear about what IS the case with it, that is why i haven't yet done so...

    IE

    if the transitional protection amount is £200 a month say - then as soon as the normal benefits go up most likely around April, say by £20 a month etc (due to the rise in HB and interest in ESA etc, then the same amount will come off the total anyway (on the TP deduction), so infact you are £20 worse off each month as now you have higher costs, as well as more rent to pay? Am I right?

    There isn't a lot of detail on this i can see yet - If anybody can help thanks.
  • Thank you for your comment. Comments are moderated before being published.
    · 22 days ago
    Further to my previous comment I should add the DWP have sent him Contributory ESA . I was advised as the DWP paid his stamp that what it should be. Over the years he has been told both so that adds to the confusion. He has never worked and as I said before has a carer provided by the LA
  • Thank you for your comment. Comments are moderated before being published.
    · 22 days ago
    This proving a nightmare.  I am helping my son who was in the support group. I live about 250 miles away from him. He is not confident on the phone. The DWP won't talk to me. We filled in the Universal credit application and sent it off ,he had been staying with me for 2 weeks while his carer was on holiday. A woman phoned a couple of days later and spoke to me . She phoned again 45 minutes later. She advised she was going to send a letter and he would be paid 2 weeks ESA money and everything should go through smoothly (I wish) She seem to  suggest ignore the letter. The letter detailed the weekly rate he normally gets but he was paid slightly short of that. It also said he needed to go to the job centre when we advised he was incapable unless his carer was with him. It  said he was to provide medical evidence of his brain injury and other conditions. Why when they have had that evidence many times? He has been on benefits since he was 16 and he is now 45 years ? In the past they said it wasn't necessary for him to go to the job centre the latest date being 2014 . He should have been paid £436.08.but was sent £424.69 Why?? He has done everything they asked immediately which is good going for him. The UC say there is no problem and they don't need any more information. They spoke to me after he phoned to say it was OK. The DWP won't accept the same permission although they have had it in writing many times. It is causing him distress and reducing me to tears. It took me an hour to get through to the DWP  in Ireland  with a lady working from home. What do we now especially as my son is refusing to make any more calls and they won't speak to me. Sorry if this is disjointed but I just have so many problems at the moment ,. What can we expect next?
  • Thank you for your comment. Comments are moderated before being published.
    · 23 days ago




    If you have received a Universal Credit migration notice and are experiencing life-threatening conditions, you may be able to request cancellation of the notice. The process for cancellation is not straightforward, but there are some guidelines to follow.
    • Contacting the DWP: You should contact the Department for Work and Pensions (DWP) as soon as possible to discuss your situation and request cancellation of the migration notice. You can call the Universal Credit Migration Notice Helpline to speak with an advisor.
    • Providing medical evidence: You will need to provide medical evidence to support your request for cancellation. This can include letters from your doctor or other medical professionals, as well as any relevant test results or medical records.
    • Assessment of your situation: The DWP will assess your situation and determine whether you are eligible for cancellation of the migration notice. They will consider factors such as the severity of your condition, your ability to work, and your financial situation.
    • Alternative support: If your request for cancellation is denied, you may be eligible for alternative support, such as a temporary exemption from the migration notice or assistance with claiming Universal Credit.
    • Seeking advice: It is recommended that you seek advice from a benefits advisor or a medical professional to help you navigate the process and ensure that you receive the support you need.
    • Time limits: It is essential to act quickly, as there are time limits for requesting cancellation of the migration notice and for claiming Universal Credit.
    • Transitional protection: If you are eligible for cancellation of the migration notice, you may also be eligible for transitional protection, which can help to ensure that you do not lose out financially when you move to Universal Credit.
    • SDP transitional element: You may also be eligible for the SDP transitional element, which is an extra amount of money that can be added to your Universal Credit payment to help ensure that you do not lose out financially.
  • Thank you for your comment. Comments are moderated before being published.
    · 24 days ago
    Funny enough I had a migration notice on 1st dec 2024 to migrate to UC and I get IR ESA with sdp along with a small top up of contributions ESA and HB and i told UC i cant migrate over and it's a matter of life and death and they cancelled my migration notice 
    • Thank you for your comment. Comments are moderated before being published.
      · 4 days ago
      @Patty How did you manage to get it cancelled as I have been trying? 
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      · 23 days ago
      @Patty Same can apply to people who are high risk of self harm
      Schizophrenia 
      Bi polar
      Suicide
  • Thank you for your comment. Comments are moderated before being published.
    · 28 days ago
    I migrated from IR ESA, (support group), and overall it went smoothly. I had a little trouble uploading the documents and upon trying to re-submit it, it wouldn't allow me. This triggered an appointment booked at the job centre for an ID check with a work coach. In a way I was glad to see someone face-to-face, my work coach was very helpful.  About 2 weeks later I got a message in my journal that an application for New style ESA had been made on my behalf. They gave me a call to explain why I was getting both and confirmed my details. That also went through quickly which is now paid every 2 weeks, and UC still paid monthly at a reduced amount. I had no issues with transition protection. It's a shame that those with the most needs are not automatically transferred from legacy benefits instead of having to go though all this.
  • Thank you for your comment. Comments are moderated before being published.
    · 29 days ago
    Hi I’m soon due to migration to uc how do I have to provide evidence of any savings or is it just my word.
    • Thank you for your comment. Comments are moderated before being published.
      · 27 days ago
      @Lee Everyone I know who have gone through the process were asked for 4 months bank statements a few months after they had already started to receive UC.
    • Thank you for your comment. Comments are moderated before being published.
      · 27 days ago
      @Lee When you do the migration online, at some point you'll be asked how much money you have in your bank account. You only have to type in the amount. There is no need to upload bank statements. After you have eventually finished the online migration form, you may then get an appointment at your local jobcentre which is to verify your identity. If you want to take in a recent bank statement you can do, but it is totally unnecessary. However, taking in a debit card linked to the bank account you want your benefits paying into is a good idea. For reference, I have already migrated and showed no bank statements.
    • Thank you for your comment. Comments are moderated before being published.
      · 27 days ago
      @Lee You need bank statements
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    · 29 days ago
    As far as I'm aware, it's impossible for them to move the date they pay you or change the payment regularity but is that a definite thing? Is it just them saying no or is it actually impossible on the new UC system to change it? Only been coping because due to complex needs, the ESA allowed it to be 2 weekly and they initially said the housing bit was impossible to do that but it turned out they could due to my needs. I'm guessing this isn't going to be possible on this is it?
  • Thank you for your comment. Comments are moderated before being published.
    · 29 days ago
    I'm getting so tired of this now. Every since what..... 2013 I've had to go through benefit changes; 2013 Income Support/SDA migration to ESA. Then, 2017 DLA PIP migration. Now likely this year ESA UC migration. 
    Not to mention that I was expecting a 3 year review on ESA which, at least never happened to date. My PIP wil run out on 2027. That's not all that long now. It is really tiring as I have to try and get help from Action for Blind people or any representative, from a visual impairment charity, to help me. We're all in the same boat I know. These upheavels just never seem to stop, do they. 
  • Thank you for your comment. Comments are moderated before being published.
    · 1 months ago
    Deep just lost wca changes high court declared that new reforms are unlawful that’s one good news 
  • Thank you for your comment. Comments are moderated before being published.
    · 1 months ago
    I got my UC Migration notice last week and must submit an application by the first week of April.

    Would it be better to do it before or during February when the DWP aims to send out 63,000 migration notices a month?

    Thx
    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @Ah @Ah The 63,000 a month from February will probably start getting busy around April because you get 3 months notice so even if leave it till march time then should be ok that when I’m doing mine but I’m doing mine last minute see my post further down 
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    · 1 months ago
    All I can say is my H was on ESA Contribution with an IR ESA Entitlement with Enhanced Severe Disability Element (Support Group). This was news to us, as strangely, all his previous paperwork said he was on IR ESA with Enhanced Severe Disability Element only. This caused us untold confusion upon migration which we received the migration notice for in November. This was because he continued to receive an ESA payment every two weeks with decreasing amounts. After a few journal questions, more confusion, and two calls to ESA department this was finally explained to him. So he continues to receive the Contribution ESA every two weeks separate from UC, the IR ESA part and Support Group Element is in UC. Along with the HB.
  • Thank you for your comment. Comments are moderated before being published.
    · 1 months ago
    ITV Good Morning Britain this morning 15/01/2025 see Catch up ITVx. Treasury Minister asked about Disability and PIP proposals and seemed to suggest those with a physical disability will not be affected but if a mental disability churned out the help to get back in to work and support etc...clueless about the spiral of mental health and "pull yourself together" syndrome we know you would be better working.Worth a watch about five minutes interview ..have videoed but not sure how to post.Take care all 

    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @Vin Thank you I downloaded the itvx app and rewatched Good morning Britain for 15th Jan.  Just to say that it is near the end of the program that the treasury minister Darren Jones comes on.  As usual things don't feel very clear with regards to what he said but thank you for letting us know about this.
  • Thank you for your comment. Comments are moderated before being published.
    · 1 months ago
    Does B&W have any comment/advice on the DWP forcing people into Compulsory Debt with these UC migrations?
    ESA, HB, etc only have a 2 week run on, but UC doesn't start paying until 1 mth + 7 days. So we either magically find 3-4 weeks money for bills and rent or are forced to take out a loan from the DWP.

    Disgusting
    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @Ross When I migrated my ESA ran on for two extra payments which they then reclaimed from the first PIP payment. If you do need a loan (the one I got was up to about £340 but different amounts for different circumstances)then it’s interest free, is paid quickly (c.2 days) and can be paid back over 12 months by a deduction straight from your monthly UC. If you don’t take the loan at the beginning you can still take a loan later for buying items such as a fridge or freezer or cooker or bed mattress etc. Anyway, I agree about the potential to get into debt and the backward payment they make when things like rent are paid forward. In the end it was alright for me but needs careful thought. 
  • Thank you for your comment. Comments are moderated before being published.
    · 1 months ago
    This all sounds very complicated,I don't want to see any coach,I can't see people or use a phone to talk to anyone.
  • Thank you for your comment. Comments are moderated before being published.
    · 1 months ago
    Had my uc migration letter before Xmas deadline 12th march will be applying 1st of march I know last minute have a holiday booked last week in February look out for my further update then hope it goes ok I really don’t want to be bothering doctor for fit notes
  • Thank you for your comment. Comments are moderated before being published.
    · 1 months ago
    Does work coaches have the right to see bank statements? 
    • Thank you for your comment. Comments are moderated before being published.
      · 29 days ago
      @Vick yes vick, it was mentioned on here a few months back by a claimant that did it.
    • Thank you for your comment. Comments are moderated before being published.
      · 29 days ago
      @TD Is that correct you can delete the details?
    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @Johnny Universal Credit work coaches do not have direct access to your bank statements. However, you are required to provide details of your bank account, such as a bank card or bank statement, during your Universal Credit interview. (MENTIONED ON THIS FORUM BEFORE... "IF ASKED FOR LAST 3 MONTH STATEMENTS I BELIEVE YOU CAN DELETE THE DETAILS OF PAYEES/PURCHASES, AND JUST PROVIDE THE BALANCES...")
  • Thank you for your comment. Comments are moderated before being published.
    · 1 months ago
    Apologies if I have asked this before.  Am on H.B. and Pension Credit.  Am 77.  I understand that HB is being abolished and from my understanding, I may be wrong, but there will be a new Housing Credit for pensioners on Pension Credit and Housing Benefit.
    Can anyone enlighten me as to what is happening to pensioners on housing benefit and pension credit.
    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @lesley You will not be affected until pension credit and housing benefit are merged. This isn't happening yet (maybe in 2028) and there is no need for you to worry. When it happens you won't have to go through anything as demanding as the current changes.
    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @TD Thank you TD
    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @lesley You will not be affected at all
  • Thank you for your comment. Comments are moderated before being published.
    · 1 months ago
    I was put onto UC at the start of November,  the way I've been handled has been ,frankly, disgusting, I have mental health issues, suffer with bulimia and I self harm and essentially had to beg the work coaches to take it easy with me , they are very cold , very souless and seem hellbent on catching you out when it comes to anything to do with your finances , I'm down 300 quid a month compared to when I was on ESA and I'm genuinely terrified of spending money as I'm worried UC will give me the third degree 
    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @Gazilla why haven't you received Transitional protection? have u contacted them?
  • Thank you for your comment. Comments are moderated before being published.
    · 1 months ago
    I have recently been migrated from ESA child tax housing benefit I had until 2nd December I received a letter also to remind me to do it I was really surprised after hearing all the bas reviews but I can honestly say mine went smoothly they even give u extra 2 weeks rent and a ESA payment while I ate waiting I was offered a advance if needed I haven't lost a single penny moving over 
    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @Holly Nice to hear some good news about moving over to UC. We need to heat more positive experiences as to much negative just stresses people out even more 
    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @Sam I migrated from ESA to UC in November and I was absolutely dreading it to the point I couldn't sleep, I'm lucky that it went smoothly, I read horror stories on here and it my made my anxiety go through the roof reading about others experiences. 
    • Thank you for your comment. Comments are moderated before being published.
      · 1 months ago
      @Sam Nice to hear good experiences, hopefully the majority have the same but never feel the need to share, I really wish they would!
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