Increase in the Rates of Benefits Order, 2008
Table of Provisions (14)
Statutory Text (14 Articles)
L.N. 149 of 2008
SOCIAL SECURITY ACT
(CAP. 318)
Increase in the Rates of Benefits Order, 2008
IN exercise of the powers conferred by article 84 of the Social
Security Act, hereinafter referred to as “the Act”, the Minister for Social
Policy, with the concurrence of the Minister of Finance, the Economy
and Investment has made the following order>
(1) The title of this order is the Increase in the Rates of Citation and
commencement.
Benefits Order, 2008.
(2) This order shall come into force as follows>
(a) in the case of the Tenth Schedule, with effect from the
7th January, 2008<
(b) in the case of the Second, Third, Sixth, Eighth, Ninth,
Twelfth and Fourteenth Schedules except Part V, with effect from
the 5 th January, 2008< and
(c) in the case of Part V of the Fourteenth Schedule with
effect from the 5 th July, 2008.
(Articles 18, 28, 29, 30)
PART I
Rates of Sickness, Unemployment, Special Unemployment and Injury Benefits, Injury
Grant and Injury Pension
Daily Rate of Benefit
A Single Parent or a Married
Type of Benefit
Person maintaining a Spouse
Any Other
who is not employed on a full-
Person
time basis
Sickness Benefit
€ 16.72
€ 10.81
Injury Benefit
€ 25.09
€ 18.89
Unemployment Benefit
€ 10.16
€ 6.64
Special Unemployment Benefit
€ 17.03
€ 11.13
PART II
Amounts of Injury Grant
Degree of Disablement
Amount of Grant
€
%
204.98
409.95
614.93
819.89
1024.78
1229.77
1434.73
1639.72
1844.70
2049.66
2254.60
2459.59
2664.55
2869.53
3074.45
3279.39
3484.37
3689.31
3894.29
PART III
Highest Rate of Injury Pension
Weekly Rate
€ 59.07
PART IV
Orphan's Allowance
Weekly Rate
€ 46.82
PART V
Orphan's Supplementary Allowance
Weekly Rate
€ 83.86
For the Second, Third, Sixth, Eighth, Ninth, Tenth, Twelfth Substitutes
Schedules to the
and Fourteenth Schedules to the Act, there shall be substituted the Act.
following Second, Third, Sixth, Eighth, Ninth, Tenth, Twelfth and
Fourteenth Schedules respectively>
“SECOND SCHEDULE
(Articles 12, 20, 23, 27, 30, 66, 68, 73, 76 and 76A)
Calculation of means for the purposes of an exemption from the payment of Class Two
Contributions and for the award of Social Assistance, Sickness Assistance, Free Medical Aid,
an Age Pension, a Disability Pension, a Pension for the Visually Impaired, a Carer's Pension,
Children's Allowance, a Supplementary Allowance and a Disabled Child Allowance.
PART I
Exemption from the Payment of Class Two Contributions
1. In calculating the means for the purposes of article 12 of this Act account shall be
taken of
(a)
the value of any property including any settlement of property in trust
(excluding the house of residence) belonging to that person which is, or
could be, invested or put to profitable use, excluding furniture, jewellery and
other personal effects
Provided that where the cash at Bank and in hand (including any liquid assets,
time deposits, bonds, stocks, shares or other securities), cash settled in any trust and the
capital value of any urban immovable property including any settlement of such property in
trust (excluding the house of residence) which is not being put to profitable use, together
exceed € 9,320 in the case of a single or widowed person, or € 16,310 in the case of a married
person, the person requesting an exemption from the payment of a Class Two contribution
shall be deemed not to be entitled to such an exemption; and
(b)
save as provided in paragraph 3 of this Part, any income or privilege which
is, or could be, received or enjoyed by that person including any person
entitled to benefit under a trust or in which favour a discretion to distribute
property, including income or privilege, held in trust may be exercised.
2. Where the total capital resources referred to in paragraph 1 (a) of this Part do not
exceed the limits laid down therein
(a)
the first € 585 of such capital resources shall be ignored; and
(b)
the value of any urban immovable property as is referred to in the proviso to
the aforesaid sub-paragraph (a) shall be treated as producing an annual
income equivalent to 5.5% of its capital value.
(Articles 27, 30, 66 and 68)
PART I
Scale Rates of Social Assistance per week inclusive of any measures under the
provisions of article 90A of this Act
A Household of ONE eligible
Member Only
€ 84.95
Where the number of eligible members in the household exceeds the number
indicated in the above column, the respective weekly rate indicated therein shall be
increased by € 8.15 per week in respect of every other eligible member in that
household.
PART II
Highest Rate of Age Pension per week, inclusive of any increases under
the provisions of article 90A of this Act
Category of Pensioner
1. A married couple where both spouses qualify for a
pension under article 66 of this Act.
2. A married couple where only one of the spouses
qualifies for a pension under article 66 of this Act.
3. Widowed, single persons or a married person whose
spouse is in receipt of a State Financed Residential
Service in terms of article 93 of this Act.
PART III
Highest Rate of Disability Pension and Pension for the Visually Impaired per Week
Weekly Rate
€ 83.86
PART IV
Highest Rate of Carer’s Pension per week inclusive of any increases under the
provisions of article 90A of this Act
Highest Rate of Carer’s
Pension per week
€ 88.21
PART V
House Rent
The rates in Parts I, II, III and IV of this Schedule shall be increased by € 1.16
per week if the household is paying rent for its normal place of habitation
Provided that where more than one household live within the same premises, the
rent allowance shall be paid only once and shall be paid to the head of household
responsible for the payment of such rent to third parties.
The ground rent payable by the household in respect of premises which are held
in emphyteusis for a period not exceeding twenty-five years shall be deemed to be the
house rent for the purposes of this paragraph if such premises are used exclusively by
the household and solely as a residence.
In calculating the income or privilege which is, or could be, received or enjoyed
by the person requesting an exemption from the payment of a Class Two contribution, no
account shall be taken of
(a)
any assistance, pension, benefit or allowance payable under this Act;
(b)
any sickness benefit from a friendly society or a trade union;
(c)
any sum paid out of a charitable fund;
(d) any pension, other than a pension payable by virtue of article 16A of the
Malta Dockyard Act, which is paid apart from this Act; and
(e)
the first € 470 by way of earnings derived by any person from the carrying
out of hand knitting, lace making, crochet and embroidery activities at home,
and the manufacture of which does not involve any mechanical processes.
PART II
Sickness Assistance
1. In calculating the means for the purposes of article 20 account shall be taken
(a)
save as provided for in paragraph 3 of this Part, of the value of any property
including any settlement of property in trust (excluding the house of
residence) belonging to all the members of the household who are neither
employed persons nor self-employed or self-occupied persons in terms of
this Act, which is, or could be invested or put to profitable use excluding
furniture, jewellery or other personal effects
Provided that where the cash at Bank and in hand (including liquid assets, time
deposits, bonds, stocks, shares and other securities), cash settled in any trust and the capital
value of any urban immovable property including any settlement of such property in trust
(excluding the house of residence) which is not being put to profitable use, together exceed
(i) € 14,000 in the case of a household consisting of one member only or of a
number of members headed by a single person or a single parent; or
(ii) € 23,300 in the case of a household consisting of at least the head of
household and the spouse of such head of household,
the person claiming Sickness Assistance shall not be deemed to be entitled to such assistance;
(b)
save as provided for in paragraph 4 of this Part, of any income or privilege
which is, or could be received or enjoyed by any member of the household
including any entitlement of such member to benefit under a trust or in
whose favour a discretion to distribute property, including income or
privilege, held in trust may be exercised who is neither an employed person
nor a self-employed or self-occupied person in terms of this Act
Provided that any such property or income that has to be taken into account for the
purposes of this Part, in accordance with the foregoing provisions of this paragraph, shall
include any property or income which any member of the household as aforesaid in this Part
had directly or indirectly deprived himself of in order to become entitled to Sickness
Assistance or to become so entitled at a more advantageous rate
Provided further that where a member, not being the head of household and
the spouse of such head of household, is an employed person or a self-employed
or self-occupied person, and his gross wage or gross income, as the case may be,
does not exceed 35% of the National Minimum Wage as is applicable to persons
of eighteen years of age or over established by a National Standard Order issued
under the Employment and Industrial Relations Act during the period in respect of
which such assistance is due, such a member shall for the purposes of this
paragraph, not be deemed to be an employed person or a self-employed or self-
occupied person.
2. Where the total capital resources referred to in paragraph 1 (a) of this Part do not
exceed the limit laid down therein
(a)
the first € 585 of such capital resources shall be ignored; and
(b)
the value of any urban immovable property as is referred to in the proviso to
the aforesaid sub-paragraph (a) shall be treated as producing an annual
income equivalent to 5.5% of its capital value.
3. Where any member of the household as aforesaid in this Part, other than the head
of household and the spouse of such head of household, is in possession of any property as is
referred to in paragraph 1 (a) of this Part
(a)
the entire value of any future house of residence or part thereof belonging to
such member in view of marriage shall be ignored; and
(b)
one-half of the value of any other such property shall be disregarded unless
such property had been transferred or donated to him by the head of
household or the spouse of such head of household within the twelve months
immediately preceding the claim for Sickness Assistance.
(Article 23)
PART I
Scale rate of means governing Free Medical Aid where the head of household is in
insurable employment or self-occupied
Number of Persons in Household
Scale Rate
1 person only
€ 123.76
Where the number of members in the household exceeds one, the weekly rate indicated
above shall be increased by € 8.15 per week in respect of every other member in that
household.
PART II
Scale rates of means governing Free Medical Aid where the head of household is
neither in insurable employment nor self-occupied
Number of Persons in Household
Scale Rate
1 person only
€ 27.37
Where the number of members in the household exceeds one, the weekly rate indicated
above shall be increased by € 8.15 per week in respect of every other member in that
household.
In calculating the income or privilege which is, or could be received or enjoyed by
any member of the household as aforesaid in this Part no account shall be taken of
(a)
the first € 95 arising out of the use of property;
(b)
any Social Assistance, Leprosy Assistance, Tuberculosis Assistance,
Milk Grant and Sickness Assistance payable under this Act and any
pension or pensions (whether paid under this Act or not) up to a
maximum aggregate amount equivalent to the aggregate of the highest
rate of the National Minimum Pension, inclusive of the Additional
Allowance payable according to the claimant's marital status as specified
in the Twelfth Schedule;
(c)
any Supplementary Allowance, Children's Allowance, Care Allowance,
Disabled Child Allowance or Maternity Benefit payable under this Act;
(d)
83.8% of the total net income or of any privilege, benefit or allowance or of
any excess pension which is being, or could be received or enjoyed by such
member of the household, other than the head of household or the spouse of
such head of household, and for this purpose the total net income, privilege,
benefit, allowance or excess pension shall be reduced by any income tax
payments made by the person concerned in accordance with the Income Tax
Act, and the term "excess pension" shall mean any pension over the National
Minimum Pension as indicated in sub-paragraph (b);
(e)
any amounts as are referred to in paragraphs 3 (b) and (c) of Part I of this
Schedule;
(f)
any stipend received by any member of the household, other than the head
of the household or the spouse of such head of household during a full-time
course of studies or instruction under any scheme run by the Government of
Malta, whether involving or not distinct work and study periods; and for this
purpose, “stipend” shall not include any wage or other remuneration which
may be payable to the person concerned during any work phase which may
form part of such a scheme;
(g)
the first € 470 by way of earnings derived by any person from the carrying
out of hand knitting, lace making, crochet and embroidery activities at home,
and the manufacture of which does not involve any mechanical processes.
(Article 25)
Amounts of Sickness Assistance, Milk Grant, Leprosy Assistance and Tuberculosis
Assistance
Type of Assistance
1. Sickness Assistance
(i) in respect of the first member of the household
(ii) in respect of any other member of the same household
2. Milk Grant
3. Leprosy Assistance
(i)
in respect of the head of household who is a leper
(ii)
in respect of any other member of the household who
is a leper and not gainfully occupied
(a)
if under 16 years of age
(b)
if 16 years of age or over
(iii) in respect of any other member of the household who
is not gainfully occupied
4. Tuberculosis Assistance
(i)
basic amount of tuberculosis assistance payable in
respect of a household, one member of which is
affected by tuberculosis
(ii)
allowance payable in respect of each additional
member of the household affected by, or particularly
vulnerable to, tuberculosis
For the purposes of this part, "spouse” shall include such person who, in the
opinion of the Director, is living with the head of household as if that person was the lawful
wedded spouse of the head of household, during any period in which Sickness Assistance is
being, or could be paid to the head of household under the provisions of this Act.
(Articles 7 and 10)
RATES OF CONTRIBUTIONS
Part I
Class One Contributions
(Employed Persons)
Weekly Rate of
Weekly Rate of
Category
Type of Employed Persons
Contribution Payable
Contribution Payable
by Employed Person
by the Employer
Persons under eighteen years of age (other than
those falling under category ‘E’ below of this
Part) whose basic weekly wage or the weekly
€ 6.62
€ 6.62
A
equivalent of their basic monthly salary does not
exceed € 142.39
€ 14.23, or if the insured
person elects, 10%
Persons over eighteen years of age (other than
calculated to the nearest
those falling under category ‘F’ of this Part)
cent of such person’s
whose basic weekly wage or the weekly
€ 14.23
B
basic weekly wage or
equivalent of their basic monthly salary does not
the weekly equivalent of
exceed € 142.39
such person’s basic
monthly salary *
10% calculated to the
10% calculated to the
Persons (other than those falling under
nearest cent of their
nearest cent of their basic
Categories ‘E’ and ‘F’ of this Part) whose basic
basic weekly wage or
weekly wage or the
C
weekly wage or the weekly equivalent of their
the weekly equivalent of
weekly equivalent of
basic monthly salary exceeds € 142.39 but does
their basic monthly
their basic monthly
not exceed € 319.24
salary
salary
Persons (other than those falling under
Categories ‘E’ and ‘F’ of this Part) whose basic
€ 31.94
€ 31.94
D
weekly wage or the weekly equivalent of their
basic monthly salary exceeds € 319.24
Persons under eighteen years of age who are
10% calculated to the
10% calculated to the
following a full-time course of studies or
nearest cent of the basic
nearest cent of the basic
instruction under the Student-Worker Scheme, or
weekly remuneration or
weekly remuneration or
other similar schemes (including the Extended
the weekly equivalent of
the weekly equivalent of
E
Skills Training Schemes, but excluding the
their basic monthly
their basic monthly
Worker-Student Schemes) involving distinct
remuneration up to a
remuneration up to a
work and study periods for which they are
maximum
rate
of
maximum
rate
of
receiving remuneration
contribution of € 4.38
contribution of € 4.38
Persons over eighteen years of age who are
10% calculated to the
10% calculated to the
following a full-time course of studies or
nearest cent of the basic
nearest cent of the basic
instruction under the Student-Worker Scheme, or
weekly remuneration or
weekly remuneration or
other similar schemes (including the Extended
the weekly equivalent of
the weekly equivalent of
F
Skills Training Schemes, but excluding the
their basic monthly
their basic monthly
Worker-Student Schemes) involving distinct
remuneration up to a
remuneration up to a
work and study periods for which they are
maximum
rate
of
maximum
rate
of
receiving remuneration
contribution of € 7.94
contribution of € 7.94
* If the insured person elects to pay a contribution of 10% of a basic wage or salary less than the weekly equivalent of
the National Minimum Wage, such contribution may, if the person qualifies for a contributory benefit, result in the
payment of a ‘pro – rata’ benefit.
Part II
Class Two Contributions
(Self Employed Persons)
Category
Type of Self Employed Persons
Weekly Rate of Contributions
payable by a self-employed person
Persons whose annual net income (excluding
Maternity Benefit, Children’s Allowance and any
ex-gratia Benefit payable under article 88 of this
Act) during the calendar year immediately
preceding the contribution year in which the
contribution is being paid
exceeds € 1,005 but does not exceed € 7,168 (this
SP
category is applicable ONLY to single persons
€ 20.68
who are not self-occupied)
Is less than € 8,628
€ 24.88
SA
The weekly equivalent of 15% of
Exceeds € 8,628 but does not exceed € 16,600
their annual income calculated to the
SB
nearest cent.
Exceeds € 16,600
€ 47.89
SC
Part III
Class Two Contributions
(Self Occupied Persons)
Category
Type of Self-Occupied Person
Weekly Rate of Contributions
payable by a Self-Occupied person
Persons whose annual net earnings (excluding
Maternity Benefit, Children's Allowance and any
Ex-gratia Benefit payable under article 88 of this
Act) during the calendar year immediately
preceding the contribution year in which the
contribution is being paid
Is less than € 8,628
€ 24.88
SA
The weekly equivalent of 15% of their
Exceeds € 8,628 but does not exceed € 16,600
annual net earnings calculated to the
SB
nearest cent.
Exceeds € 16,600
€ 47.89
SC
Where a head of household is in receipt of Sickness Assistance under this Act, any
increase taking effect at any time after the 6th January, 1989, to which he or any member of
the household as aforesaid in this Part, may become entitled in respect of any pension,
benefit, assistance or allowance as is payable to him or to any member of his household
under this Act during the same period within which he is in receipt of the aforesaid Sickness
Assistance, shall not be taken into account in calculating the means of that household for the
purposes of establishing the continued right or otherwise to such Sickness Assistance.
PART III
Free Medical Aid
1. In calculating the means for the purposes of article 23 account shall be taken
(a)
save as provided for in paragraph 3 of this Part, of the value of any property
including any settlement of property in trust (excluding the house of
residence) belonging to all the members of the household which is, or could
be invested or put to profitable use excluding furniture, jewellery or other
personal effects
Provided that where the cash at bank and in hand (including liquid assets, time
deposits, bonds, stocks, shares and other securities), cash settled in any trust and the capital
value of any urban immovable property (excluding the house of residence) which is not being
put to profitable use, together exceed
(i) € 9,320 in the case of a household consisting of one member only, or a
number of members headed by a single person or a single parent; or
(ii) € 16,310 in the case of a household consisting of at least the head of
household and the spouse of such head of household;
the person claiming Free Medical Aid shall not be deemed to be entitled to such aid; and
(b)
save as provided for in paragraph 4 of this Part, of any income or privilege
which is, or could be, received or enjoyed by any member of the household
including any entitlement of a member of the household to benefit under a
trust or in whose favour a discretion to distribute property, including income
of privilege, held in trust may be exercised
Provided that any such property or income that has to be taken into account for the
purposes of this Part in accordance with the foregoing provisions of this paragraph shall
include any property or income which any member of the household had directly or
indirectly deprived himself of in order to become entitled to Free Medical Aid.
2. Where the total capital resources referred to in paragraph 1 (a) of this Part do not
exceed the limit laid down therein
(a)
the first € 585 of such capital resources shall be ignored; and
(b)
the value of any urban immovable property as referred to in the proviso to
the aforesaid sub-paragraph (a) shall be treated as producing an annual
income equivalent to 5.5% of its capital value.
3. Where any member of the household, other than the head of household and the
spouse of such head of household, is in possession of any property as referred to in paragraph
1 (a) of this Part
(a)
the entire value of any future house of residence or part thereof belonging to
such member in view of marriage shall be ignored;
(b)
one-half of the value of any other such property shall be disregarded unless
such property had been transferred or donated to such member of the
household by the head of household or the spouse of such head of household
within the twelve months immediately preceding the claim for Free Medical
Aid.
4. In calculating the income or privilege which is, or could be received or enjoyed by
any member of the household, no account shall be taken of
(a)
the first € 95 arising out of the use of property;
(b)
any Social Assistance, Leprosy Assistance, Tuberculosis Assistance,
Milk Grant and Sickness Assistance payable under this Act and any
pension or pensions (whether paid under this Act or not) up to a
maximum aggregate amount equivalent to the aggregate of the highest
rate of the National Minimum Pension, inclusive of the Additional
Allowance payable according to the claimant's marital status as is
specified in the Twelfth Schedule to this Act;
(c)
any Supplementary Allowance, Children's Allowance, Disabled Child
Allowance or Maternity Benefit payable under this Act;
(d)
83.8% of the total net income, or of any wage or salary or of any privilege,
benefit or allowance or of any excess pension which is being, or could be
received or enjoyed by any member of the household, other than the head of
household or the spouse of such head of household, and for this purpose the
total net income, wage, salary or pension shall be taken as the total gross
income, wage, salary or pension less any payment made by the person
concerned by way of
(i) income tax under the Income Tax Act;
(ii) expenses incurred for travelling by public transport or by any other form
of transport as may be provided by the employer of the person concerned,
to and from the place of work; and
(iii) any expenses incurred by the person concerned in generating that income,
and the term "excess pension" shall mean any pension over the National
Minimum Pension as indicated in sub-paragraph (b);
(e)
any amounts as referred to in paragraphs 3 (b) and (c) of Part I of this
Schedule;
(f) any weekly allowance payable by any employer in terms of the Weekly
Allowance National Standard Order;
(g)
any benefit, income, privilege or grant accruing to any member of the
household under and in accordance with the provisions of any of the
Manpower Incentive Schemes announced by the Government of Malta, for
the first 12 weeks of entitlement;
(h)
any stipend received by any member of the household, other than the head
of household or the spouse of such head of household during a full-time
course of studies or instruction under any scheme which is run by the
Government of Malta, whether involving or not distinct work and study
periods; and for this purpose “stipend” shall not include any wage or other
remuneration which may be payable to the person concerned during any
work phase which may form part of such a scheme;
(i)
contributions payable under this Act; and
(j)
the first € 470 by way of earnings derived by any person from the carrying
out of hand knitting, lace making, crochet and embroidery activities at home
and the manufacture of which does not involve any mechanical processes.
5. For the purposes of this Part, "spouse" shall include such person who, in the
opinion of the Director, is living with the head of household as if such person were the lawful
wedded spouse of the head of household, during any period in which Free Medical Aid is
being, or would be, accorded to the head of household under the provisions of this Act.
PART IV
Age Pension and Carer's Pension
1. In calculating the means for the purposes of articles 66 and 68, account shall be
taken of any property (excluding the house of residence), income or privilege as is indicated
in paragraph 1 of Part 1 of this Schedule; and save as provided in paragraph 3 of this Part,
where the limits laid down in the proviso to paragraph 1 (a) of Part I of this Schedule are
exceeded, the person making a claim for an Age Pension or a Carer's Pension, as the case
may be, shall be deemed not to be entitled to such pension
Provided that in calculating the means in terms of this paragraph, in lieu of the limits
laid down in the proviso to paragraph 1 (a) of Part I of this Schedule, €14,000 in the case of a
single or widowed person or € 23,300 in the case of a married person shall instead be taken in
the calculation of means.
2. The means accruing, or which could accrue, from any property, income or
privilege as is described under Part I of this Schedule shall be calculated in the manner laid
down in paragraphs 2 and 3 (with the exclusion of paragraphs 3 (a) and (d) of the said Part I);
so however that no account shall be taken of
(a)
the first € 385 of such means in the case of a married couple; or
(b)
the first € 270 of such means in the case of a single or widowed person; and
(c)
any Medical Assistance, Supplementary Allowance, Children's Allowance,
Care Allowance, Disabled Child Allowance or Maternity Benefit payable
under this Act;
(d)
the first € 470 by way of earnings derived by any person from the carrying
out of hand knitting, lace making, crochet and embroidery activities at home
and the manufacture of which does not involve any mechanical processes.
3. Any such property or income that has to be taken into account for the purposes of
this Part in accordance with the foregoing provisions of this Part shall include any property or
income which the person concerned had directly or indirectly deprived himself of in order to
become entitled to an Age Pension or a Carer's Pension, as the case may be, or to become so
entitled at a more advantageous rate; so however that where the income that the person
concerned had directly or indirectly deprived himself of is connected with some other scheme
of financial aid or subsidy for pensioners that is run by the Government of Malta or on its
behalf, the provisions of this paragraph shall not apply in respect of such aid or subsidy.
4. In calculating the means of a married couple for the purposes of awarding an Age
Pension, account shall be taken of the property (excluding the house of residence) belonging
to the couple or the income that is being received or that could be received, by each of the
couple
Provided that where there is no community of acquests between them either because
such community of acquests was excluded by contract or because it was dissolved as a result
of their legal separation, account shall only be taken of the property belonging to, or the
income that is being received or that could be received by each of the couple, so however that
in the case where such married couple is de facto separated, account shall be taken of
(a)
the property belonging to the community of acquests; and
(b)
only the income that is being received or that could be received by the
claimant
Provided further that each of the couple in respect of whom the foregoing proviso
applies shall be entitled to receive the rate applicable to a single or widowed person in
accordance with Part II of the Sixth Schedule as abated by the weekly means attributable to
each one of them.
5. Where a married person who is legally or de facto separated from the other spouse
proves to the satisfaction of the Director that any sum is being paid to such spouse as an
integral condition of their separation, that sum shall be deducted when calculating such
married person’s means.
PART V
Disability Pension and Pension for the Visually Impaired
1. In calculating the means for the purposes of article 27 account shall be taken
(a)
of the value of any property including any settlement of property in trust
(excluding the house of residence) belonging to that person which is, or
could be, invested or put to profitable use excluding furniture, jewellery and
other personal effects; and
(b)
save as provided for in paragraph 3 of this Part, of any income or privilege
or cash settled in any trust which is, or could be received or enjoyed by that
person, calculated on a weekly basis.
2. The means which could accrue from any property as is described under paragraph
1 (a) of this Part, which is not being put to profitable use shall be calculated as follows
(a)
the first € 585 of such property shall be ignored; and
(b)
the value of any such property in excess of € 585 shall be deemed as
producing a weekly income equivalent to 0.11% of its capital value.
3. In calculating the income or privilege as is described under paragraph 1 (b) of this
Part no account shall be taken of
(a)
any sickness benefit from a friendly society or a trade union;
(b)
any sum paid out of a charitable fund;
(c)
any Medical Assistance, Children's Allowance, Disabled Child Allowance
or Maternity Benefit payable under this Act;
(d)
the first € 470 by way of earnings derived by any person from the carrying
out of hand knitting, lace making, crochet and embroidery activities at home,
and the manufacture of which does not involve any mechanical processes.
4. In calculating the means of a married couple for the purposes of awarding a
Disability Pension or a Pension for the Visually Impaired account shall be taken of the
property (excluding the house of residence) belonging to the couple or the income that is
being received or that could be received by each of the couple
Provided that where there is no community of acquests between them either because
such community of acquests was excluded by contract or because it was dissolved as a result
of their legal separation, account shall only be taken of the property belonging to, or the
income that is being received or that could be received by each of the couple, so however that
in the case where such married couple is de facto separated, account shall be taken of
(a)
the community of acquests, and
(b)
only the income that is being received or that could be received by the
claimant.
5. Where a married person who is legally or de facto separated from the spouse
proves to the satisfaction of the Director that any sum is being paid to such spouse as an
integral condition of their separation, that sum shall be deducted when calculating such
married person’s means.
PART VI
Social Assistance
1. In calculating the means for the purposes of article 30 account shall be taken of
any property, income or privilege as indicated in paragraph 1 of Part II of this Schedule; so
however that no account shall be taken of the first € 470 by way of earnings derived by any
person from the carrying out of hand knitting, lace making, crochet and embroidery activities
at home, and the manufacture of which does not involve any mechanical processes; and
where the limit laid down in the proviso to paragraph 1 (a) of Part II of this Schedule is
exceeded, the person making a claim for Social Assistance shall be deemed not to be entitled
to such assistance.
2. The means accruing or which accrue from any property, income or privilege as is
described under Part II of this Schedule shall be calculated in the manner laid down in
paragraphs 2 to 5 of the said Part II; so however that notwithstanding the provisions of
paragraph 4 (b) thereof, account shall be taken of any Social Assistance and, or pension, if
any, already being paid under this Act to the same head of household and the spouse of such
head of household, if any, at the time when the claim for such assistance is made.
PART VII
Children’s Allowance and Disabled Child Allowance
1. (a) In calculating the means for the purposes of article 76 account shall be taken
of the income derived from any property including any settlement of property in trust, which
is invested or put to profitable use, excluding furniture, jewellery and other personal effects
and any income or privilege, including any entitlement to benefit under a trust or in
whose favour a discretion to distribute property, including income or privilege held in
trust may be exercised, which is or could be received or enjoyed by the head of
household and the spouse of such head of household. For this purpose, such privilege
shall include any pre-tax profits, whether distributed or not, held in any company or
other commercial enterprise of which the head of household and his or her spouse are
shareholders or owners, unless the Director is satisfied that such pre-tax profits could not
reasonably be made available or enjoyed by the head of household and the spouse of
such head of household.
(b) In calculating the means for the purposes of article 77 account shall be taken
of the income derived from any property, which is invested or put to profitable use, excluding
furniture, jewellery and other personal effects and any income or privilege, which is, or
could be, received or enjoyed by the head of household and the spouse of such head of
household, whichever is the greater income. For this purpose, such income shall include
any pre-tax profits, whether distributed or not, held by any company or other
commercial enterprise of which the head of household or the spouse of such head of
household are shareholders or owners, unless the Director is satisfied that such pre-tax
profits could not reasonably be made available or enjoyed by the head of household and
the spouse of such head of household
Provided that any such income that has to be taken into account for the purposes
of this Part in accordance with the foregoing provisions of this paragraph shall include
any income or privilege which the head of household and the spouse of such head of
household, as the case may be, and as aforesaid in this Part, had directly or indirectly
deprived himself of, or deprived themselves of, in order to become entitled to an
allowance or to become so entitled at a more advantageous rate.
2. In calculating the income or privilege which is, or could be received or enjoyed by
the head of household and the spouse of such head of household no account shall be taken of
(a) any allowance paid under articles 69, 76 and 77;
(b)
any medical assistance paid under articles 20, 21 and 22;
(c)
any injury grant or injury pension paid under article 29;
(d)
any allowance paid to a widow or widower in terms of the provisions of
article 31;
(e)
contributions paid under this Act as from the 1st January, 1996;
(f)
in the case of a first child, any income or privilege which is received or
enjoyed prior to the date of marriage or the date of co-habitation, so however
that in the case of single parents the period of assessment shall commence as
from the first day of the month preceding the date of birth of the child by
nine months.
3. A head of household who is in receipt of social assistance or of an age pension
under this Act shall be deemed not to have any means for the purposes of calculating any
income in terms of this Part.
4. (a)
For the purposes of this Part the means taken for income assessment
purposes shall be those accruing during the calendar year preceding the first
Saturday in July of the year in which the claim is made.
(b)
Notwithstanding any change in circumstances such means shall be deemed
to satisfy the conditions of the applicable scale rates in accordance with the
Fourteenth Schedule, up to the last Friday preceding the first Saturday in
July of the year following the calendar year in respect of which such means
were taken for assessment purposes
Provided that in the event of the demise of the head of household or the spouse of such
head of household, the surviving spouse or the person deemed to be so in terms of article 82
(2) shall be entitled to elect, if it is more beneficial to the surviving spouse that for the
purposes of this Part, the entitlement to an allowance of the surviving spouse is re-assessed
with effect from the first Saturday following the demise of the spouse, and that such re-
assessment shall take into consideration only the current means and income; so however that
such request for a re-assessment may only be made within six months from the date of the
demise of the spouse
Provided further that in the case of a person who is in receipt of a pension (whether
paid under this Act or not) and who is not gainfully occupied, the yearly means taken for the
purposes of this Part shall be the current yearly means accruing to the head of household and
the spouse of such head of household
Provided further that in the case of a married couple where any of the spouses is no
longer gainfully occupied, the head of household shall be entitled to elect, if it is more
beneficial to him or her, that for the purposes of this Part his or her entitlement to an
allowance is re-assessed with effect from the first Saturday following the cessation from a
gainful occupation of the other spouse, and that such re-assessment shall take into
consideration only the current means and income of such household. So however that such
request for a re-assessment may only be made within six months from the date of the
cessation from such gainful occupation by the spouse.
5. For the purposes of this Part "spouse" shall include such person who, in the
opinion of the Director, is living with the head of household as if that person were the
lawfully wedded spouse of such head of household, during any period in which an
allowance under this Part is being, or could be, paid to the head of household under the
provisions of this Act.
PART VIII
Supplementary Allowance
1. In calculating the means for the purposes of article 73 account shall be taken of the
income derived from any property including any settlement of property in trust which is
invested or put to profitable use, excluding furniture, jewellery and other personal effects, and
any income or privilege which is received or enjoyed by the head of household and the
spouse of such head of household, including any entitlement to benefit under a trust ot in
whose favour a discretion to distribute property, including income or privilege, held in trust
may be exercised, if any.
2. In calculating the income or privilege which is or could be received or enjoyed by
the head of household and the spouse of such head of household no account shall be taken of
(a)
any medical assistance paid under articles 20, 21 and 22;
(b)
any injury grant or injury pension paid under article 29;
(c)
contributions paid under this Act;
(d)
83.8% of the total net income or of any privilege, benefit or allowance or of
any excess pension which is being, or could be, received or enjoyed by a
member of the household other than the head of household or the spouse of
such head of household, and for this purpose the total net income, privilege,
benefit, allowance or excess pension shall be reduced by any income tax
payments made by the person concerned in accordance with the Income Tax
Act, and the term "excess pension" shall mean any pension over the national
minimum pension, inclusive of the additional allowance, according to
claimant’s marital status as is specified in the Twelfth Schedule.
3. A head of household who is in receipt of social assistance or of an age pension
under this Act shall be deemed not to have any means for the purposes of calculating any
income in terms of this Part.
4. For the purposes of this Part in the case of a head of household who is in receipt of
a pension (whether paid under this Act or not), any income, or any privilege, benefit or
allowance derived by any member, not being the head of household or the spouse of such
head of household shall not be taken into account.
For the purposes of this Part, the means taken for income assessment
purposes shall be those accruing during the calendar year preceding the first
Saturday in July of the year in which the claim is made.
(b)
Notwithstanding any change in circumstances, such means shall be deemed
to continue to satisfy the conditions of the applicable scale rates in
accordance with the Fourteenth Schedule to this Act, up to the last Friday
preceding the first Saturday in July of the year following the calendar year in
respect of which such means were taken for assessment purposes
Provided that in the event of the demise of the head of household, the surviving spouse
or the person deemed to be so in terms of article 82 (2), shall be entitled to elect, if it is more
beneficial to that person, that for the purposes of this Part entitlement to an allowance is re-
assessed with effect from the first Saturday following the spouse’s demise and that such re-
assessment shall take into consideration only the current means and income; so however that
such request for a re-assessment may only be made within six months from the date of the
demise of the spouse
Provided further that in the case of a person who is in receipt of a pension (whether
paid under this Act or not), and who is not gainfully occupied, the yearly means taken for the
purposes of this Part shall be the current yearly means accruing to the head of household and
the spouse of such head of household, if any.
6. For the purposes of this Part "spouse" shall include such person who, in the
opinion of the Director, is living with the head of household as if such person were the lawful
wedded spouse of the head of household, during any period in which a Supplementary
Allowance is being, or would be, accorded to the head of household under the provisions of
this Act.
(Articles 26, 31, 44, 50, 54, 63, 64, 67)
Rates of Several Kinds of Pension
A. Full Rates of Retirement Pension per week, inclusive of any increases under the
provisions of article 90A of this Act, where the yearly average of contributions paid or
credited is 50 or more
Persons who are also in receipt of a Service Persons who are also in receipt of a Service
Pension that is payable by or on behalf of
Pension that is NOT payable by or on
the Government of the
behalf of the Government of the United
United Kingdom
Kingdom
Married person who
Married person who
is maintaining a
Any other person
is maintaining a
Any other person
spouse
spouse
€ 96.20
€ 75.96
€ 90.47
€ 73.35
B. Full Rates of Increased Retirement Pension, Invalidity Pension, Increased Invalidity
Pension, National Minimum Pension and Increased National Minimum Pension per
week, inclusive of any increases under the provisions of article 90A of this Act, where
the yearly average of contributions paid or credited is 50 or more
Type of Pension
Married person who is
Any other person
maintaining a spouse
Increased Retirement Pension
€ 130.75
€ 106.31
Invalidity Pension
€ 78.24
€ 65.08
Increased Invalidity Pension
€ 112.51
€ 89.22
National Minimum Pension*
€ 114.16
€ 95.34
Increased National Minimum Pension
€ 130.75
€ 106.31
*N.B.: The full rates of the National Minimum Pension are calculated at four-fifths (to
the nearest whole cent) of the National Minimum Wage in the case of a married person
who is maintaining a spouse and at two-thirds (to the nearest whole cent of the National
Minimum Wage) in the case of any other person, as provided for in article 50 of this
Act.
C. Full Rate of Widow’s Pension per week, inclusive of any increases under the
provisions of article 90A of this Act, where the yearly average of contributions paid or
credited is 50 or more
€ 102.77
D. Reduced Rates of Retirement Pension, Increased Retirement Pension, Invalidity
Pension, Increased Invalidity Pension, National Minimum Pension and Increased
National Minimum Pension per week, inclusive of any increases under the provisions of
article 90A of this Act, where the yearly average of contributions paid or credited is
between 20 and 49
Yearly average of contributions
Rate of pension payable per week
paid or credited
(calculated to the nearest whole cent)
40 - <50
[{FAP - INC} x 0.89] + INC
30 - <40
[{FAP - INC} x 0.69] + INC
20 - <30
[{FAP - INC} x 0.49] + INC
For the purposes of the above table “FAP” shall mean the full rate of the applicable
weekly rate of pension in accordance with Tables A or B, as the case may be, of this
Schedule and “INC” shall mean all increases granted in terms of article 90A of this Act
taking effect from 1st January, 1994 and subsequent years.
E. Rates of National Minimum Pension Additional Allowance per week
Yearly average of
Married person who is
contributions paid or credited
maintaining a spouse
Any other person
50 (full rate)
€ 4.78
€ 7.43
40 - <50
€ 4.26
€ 8.57
30 - <40
€ 3.31
€ 10.72
20 - <30
€ 5.64
€ 12.81
F. Reduced Rates of Widows’ Pension per week, inclusive of any increases under the
provisions of article 90A of this Act, where the yearly average of contributions paid or
credited is between 20 and 49
Yearly average of contributions
Rate of pension payable per week
paid or credited
(calculated to the nearest whole cent)
40 - <50
[{FWP - (INC + €17.77)} x 0.89] + INC + €17.77
30 - <40
[{FWP - (INC + €17.77)} x 0.69] + INC + €17.77
20 - <30
[{FWP - (INC + €17.77)} x 0.49] + INC +€17.77
For the purposes of the above table “FWP” shall mean the full rate of Widow’s Pension
in accordance with Table C of this Schedule and “INC” shall mean all increases granted
in terms of article 90A of this Act taking effect from 1st January 1994 and subsequent
years; whilst the amount of € 17.77 represents the weekly rate of Widow’s
Supplementary Pension which up to the year 1990 was payable to widows who were in
receipt of a Widow’s Pension irrespective of the yearly average of contributions paid or
credited, which weekly amount was, with effect from the year 1991, incorporated with
the rates payable by way of a Widow’s Pension.
G. Rate of Parent’s Pension per week, inclusive of any increases under the provisions
of article 90A of this Act
Married person who is maintaining a spouse
Any other person
€ 114.16
€ 95.34
H. Rate of Widows' and Survivors’ Pensions Additional Allowance per week
Where Widow/Widower is entitled to
Where Widow/Widower is entitled to
an allowance under article 31(a)
an Allowance under article 31(b)
€ 4.54
€ 9.32
I. Highest Rate per week of a Two-Thirds pension
€ 213.23
J. The Cost of Living Bonus
In the case of a married person maintaining a In the case of any other person
spouse and who is in receipt of a National
Minimum Pension at the married rate
€ 0.70 per week
€ 1.16 per week
(Articles 30, 70, 72, 73, 76, 76A, 77)
Rates of Several Kinds of Allowances, Maternity Benefit and Marriage Grant
PART I
Rate per week of Allowance paid to residents of a therapeutic community in terms of
article 30 (9)
€ 23.29
PART II
(Repealed by Act II.2004.34)
PART III
Lump sum paid by way of Marriage Grant in terms of article 70
€ 232.94
PART IV
Rate per week of Maternity Benefit paid in terms of article 72 (1)
€ 63.48
PART V
Supplementary Allowance
Maximum annual reckonable
income that can be taken for
STATUS
entitlement purposes.
Allowance
Maximum amount
(So however any reckonable
payable
of annual
income below € 5287 shall be
allowance payable
deemed to be equivalent to
€ 5287)
Married
person
who is maintaining
a spouse and is not
Equivalent to 2% of
entitled to an
€ 9,966
€ 372.72
the
difference
allowance under
obtaining between €
article 76 or single
23,923 and actual
parent who is not
reckonable income
entitled
to
an
allowance under
article 76
Equivalent to 1.50%
of the difference
Single person
€ 7,799
€ 209.66
obtaining between €
19,264 and actual
reckonable income
No entitlement to an allowance under this Part is acquired where the annual reckonable
income exceeds the maximum amounts indicated above as the case may be.
PART VI
Children's Allowance
A.
Where the maximum annual reckonable income for entitlement purposes is €
23,923 or less. (So however any annual reckonable income below € 4,658 shall be
considered to be equivalent to € 4,658)
Percentage rate payable, by way of an
allowance, on difference obtaining between
reckonable annual income and € 23,923
Children in household under 16 years of age
6% for each such child
Over 16 years but under 21 years and still
undergoing full time education or training in
an educational institution recognised by the
government in terms of the Education Act
2% for each such child
(Cap. 327) and who is not receiving any
form of remuneration or allowance or is
registered unemployed under the Part I
Register and has never been gainfully
occupied.
Over 16 years but under 21 years and is
registered as unemployed under Part I of the
Register kept in accordance with the
provisions of the Employment and Training
2% for each such child
Services Act (Cap. 343) and who has never
been gainfully occupied, and who is not in
receipt of any benefit, pension or assistance
payable under this Act.
An allowance payable to a household under Table A above shall, irrespective of the
annual reckonable income of the household, in no case be less than the Fixed Children’s
Allowance specified in Table B of this Part.
B. Where the maximum annual reckonable income is more than € 23,923.
Fixed Children’s Allowance
Children in household under 16 years of age
€ 4.81 per week up to a maximum amount of
€ 250 per annum for each such child
PART VII
Rate per week per child of Disabled Child Allowance in terms of Article 77
€ 16.31
PART VIII
Rate per week per child of Care Allowance paid in terms of article 76A
€ 39.60
An allowance payable under this Part shall continue to be payable when the child is over
16 years but under 18 years and is not gainfully occupied.”.
Mitbug[ fl-Istamperija tal-Gvern — Printed at the Government Printing Press
€2.80 (Lm1.20)