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Keep uv.lock's own version in step with pyproject on release - #2129

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@MaxGhenis MaxGhenis commented Oct 4, 2026 •

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Part of #2128.

Reproducer: policyengine_uk/tests/code_health/test_prepare_release.py::test_a_release_extends_main_by_one_version_commit

What this does

uv.lock records this package's own version. Release commits bump pyproject.toml but not the lock, so the lock drifts behind: main's lock gives policyengine-uk an older version than pyproject.toml. CI installs with uv sync --frozen, which ignores the drift. But it also means CI can't use uv sync --locked or uv lock --check. Those are the checks that catch a PR that changes a dependency in pyproject.toml without re-locking. Today such a PR is tested against the old pins and passes.

This PR keeps the lock's own entry in step on every release:

  • .github/bump_version.py sets the version of uv.lock's [[package]] name = "policyengine-uk" entry to the new version. That is the editable project entry, with source = { editable = "." }. It rewrites only that line, so dependencies that share the old version string keep it. It stops before writing anything if the lock is missing or has no single such entry.
  • .github/prepare_release.py stages uv.lock in the version commit. check_release_diff, which guards both new version commits and --verify of existing ones, lets uv.lock change only in this package's own entry, and only to the new version. The parsed lock must otherwise be identical, and exactly one version line may change. Version commits that left the lock alone, as every earlier one did, still pass.

After this merges, the first release commit brings main's lock into step. A follow-up then switches the tests' uv sync --frozen to --locked, so a stale lock fails CI.

Invariants (tested)

  • Rewrite: for any lock with exactly one editable entry for this package, the rewrite sets that entry's version and nothing else. Line count is unchanged. Applying it twice is a no-op, and it reverses exactly. It raises if the entry is missing or repeated. test_version_bump.py covers this with Hypothesis properties, a differential check on the real uv.lock, and end-to-end runs of the script.
  • Release commit: it changes uv.lock only in this package's own entry, only to the version pyproject.toml now carries, and a dependency sharing the old version keeps it. test_prepare_release.py covers this against real git repositories.
  • Guard: it refuses a commit that changes a dependency in the lock, gives this package any other version, or changes any other part of the lock. It accepts both the new shape and the old one, where the lock is unchanged.

Mutation checks: if uv.lock isn't staged, the release test fails; if the lock guard is disabled, three guard tests fail.

Verified

  • test_prepare_release.py and test_version_bump.py: 34 passed locally (my edits added three guard cases and one accepted-shape test).
  • ruff format --check, ruff check, and ruff check --select F811,F821 pass under the locked ruff 0.17.0 and the latest ruff.
  • Reviews: GPT-6.1 Sol approved the bump-script half on 10/10 (20261010-172929-pe-uk-2129-review, delta …181711…). The prepare_release.py half is new and is under review now.

Coordination

#2324 also edits bump_version.py; its owner's note above has the merge resolution and the test-fixture patch. Whichever PR lands second takes it.

axiom: n/a: CI and release tooling only

🤖 Generated with Claude Code

bump_version.py also rewrites this package's entry in uv.lock, so CI can
install with uv sync --locked. The versioning job runs uv lock --check before
committing. Tests cover the rewrite with Hypothesis properties, examples and
a differential check against the real lock.

Part of #2128.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@MaxGhenis
MaxGhenis force-pushed the uv-lock-version-in-step branch from 99c9202 to 96a8a90 Compare October 4, 2026 02:41
MaxGhenis and others added 4 commits October 10, 2026 17:24
On a loaded runner Hypothesis can take over a second to draw the first
set of unique package names and fails the too_slow health check, which
says nothing about the rewrite under test.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The lock is now updated before pyproject.toml, a missing lock is an error,
and only the editable project entry is rewritten. New tests run the real
script on a scratch repository: both files move together, and a missing
lock or a lock without this package leaves both unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
MaxGhenis added a commit that referenced this pull request Oct 11, 2026
#2129 makes bump_version.py move uv.lock's own version too and stop when
the lock is missing; the end-to-end bump tests then still pass.

Refs #2314

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@MaxGhenis

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Coordination note from #2324 (untyped changelog fragments, #2314), which also edits .github/bump_version.py.

Merging the two gives one conflict, in bump_version.py's imports: keep from dataclasses import dataclass alongside your import tomllib. main() merges cleanly; your update_lock(...) call lands after #2324's config loading.

One of your tests then fails. #2324 makes bump_version.py read the fragment types from [tool.towncrier] and stop when there is no such table, and the pyproject.toml in test_version_bump.py's run_bump has none. Add a minimal table:

     (tmp_path / "pyproject.toml").write_text(
-        f'[project]\nname = "{PACKAGE}"\nversion = "1.2.3"\n'
+        f'[project]\nname = "{PACKAGE}"\nversion = "1.2.3"\n\n'
+        '[tool.towncrier]\ndirectory = "changelog.d"\n\n'
+        '[[tool.towncrier.type]]\ndirectory = "fixed"\nname = "Fixed"\n'
     )

On a local merge of both branches with that change, all 56 tests in test_version_bump.py and test_changelog_fragments.py pass. #2324's own end-to-end bump tests already copy uv.lock, so they pass with this PR's lock step. Patch file: ~/reviews/uk-changelog-fragment-check-2026-10-11/pr2129-test-fixture.patch.

🤖 Generated with Claude Code

MaxGhenis and others added 2 commits October 13, 2026 00:33
Takes main's rewritten versioning.yaml (prepare_release.py); the lock step
moves into prepare_release.py next.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
prepare_release.py now stages uv.lock with pyproject.toml, CHANGELOG.md and
the fragments, and check_release_diff allows uv.lock to change only in this
package's own entry, only to the new version: the parsed lock must otherwise
be identical and only one version line may change. Version commits that left
the lock alone, as all earlier ones did, still pass --verify.

The release tests' seed repository gets a uv.lock (with a dependency sharing
the project's version) and the guard tests three lock faults and both
accepted shapes.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@MaxGhenis

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Ownership: session local_558c838a (this PR's opener) is landing #2129 and #2394 again. The session that carried #2129 on 10/10 stalled. It keeps the weekly uv lock --upgrade workflow (branch weekly-uv-lock); please don't push to this branch from there. Note: ~/reviews/uk-weekly-uv-lock/OWNERSHIP-2026-10-13.md.

Since 10/10, main replaced the release workflow with prepare_release.py. That script stages only pyproject.toml, CHANGELOG.md and changelog.d, and refuses a version commit that changes anything else. So ef44c97 moves the lock step into it: the version commit stages uv.lock, and the guard allows only this package's own version line. The old ci-install-from-lock branch is superseded: main's tests already install from the lock (38c63df), and #2394 does Lint and docs.

🤖 Generated with Claude Code

The release outcome check accepts collect-skips in code_health only when the
reason names .github (test_outcome_allowlist.toml); "needs the repository
checkout" would have failed the release check and blocked Publish. Review
finding on #2129.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@MaxGhenis
MaxGhenis marked this pull request as ready for review October 13, 2026 10:52
@MaxGhenis

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Hand-off to the UK hub (session local_558c838a).

  • Head: d49f71520. Ready for review now.
  • Reviews: GPT-6.1 Sol REQUEST_CHANGES at ef44c97f2 (~/reviews/uk-ci-lock-2026-10-04/review-2129-r3.md). Its one must-fix: the wheel skip reason would have failed the release outcome check and blocked Publish. Fixed in d49f71520, and the delta review APPROVEs at d49f71520 (review-2129-r4.md).
    • The reviewer ran the real bump and version commit in memory against today's files: lock 2.126.8 → 2.128.2, nothing else changed. No guard bypass found.
  • CI: queued; Actions is backed up. Locally, test_prepare_release.py and test_version_bump.py pass (34 tests), and ruff passes under 0.17.0 and the latest.
  • Release dry-run: this PR touches prepare_release.py and bump_version.py, so it runs the full release suite on the wheel. The same random statutory-pay Hypothesis failure seen on Install Lint and the documentation build from uv.lock #2394 could recur; it's unrelated, so re-run.
  • Coordination: Fail pull requests that add changelog fragments towncrier drops #2324 also edits bump_version.py (see its owner's note above, with a ready patch). Whichever lands second resolves it.
  • After merge: the first release commit should change uv.lock in exactly one line, this package's version. Worth a glance. Then the --frozen → --locked follow-up can go.

🤖 Generated with Claude Code

@vahid-ahmadi vahid-ahmadi left a comment

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Looks right, fine to approve. Merging main first should make Release test pass.

@MaxGhenis, the lock step does what it says. I ran the real bump_version.py against main's uv.lock and pyproject.toml: one line changed, the package's own entry, from the stale 2.126.8 to 2.130.2. uv lock --check --offline fails on main's files today and passes after the bump. So the --frozen to --locked follow-up becomes possible after the first release.

  1. should: merge main before landing. Release test / Python 3/4 failed at d49f71520 on test_uc_statutory_pay_properties.py::test_award_never_rises_with_a_claimants_statutory_pay. That is the wheel-only failure from #2397, which #2399 fixed on main after this run. It is not caused by this PR. The Result job accepted the new wheel skip reason: only that one test failed. The merge with main is clean.
  2. nit: .github/prepare_release.py:14. The docstring line is now about 120 characters; rewrap it.
  3. Coordination, no change needed here: #2324 still edits bump_version.py. Your note on this PR gives the import fix and the test fixture for whichever PR lands second.

The guard in lock_problems looks sound to me. It compares the parsed lock with only the package's version put back, and it also requires the text diff to be exactly one version line each way. A dependency change or a second version change is refused, and the tests cover both. An old-style version commit that leaves uv.lock alone still passes.

What I checked

  • Fresh uv venv at d49f71520 (uv sync --frozen --extra dev).
  • test_prepare_release.py and test_version_bump.py: 34 passed on the PR head, and 34 passed on a local merge with current main.
  • bump_version.py run on a scratch copy holding main's uv.lock and pyproject.toml, then uv lock --check --offline before and after (results above).
  • ruff check and ruff format --check clean on the four changed Python files.
  • CI at d49f71520: everything else passed; Publish was skipped. I did not run a real release.
  • None of my open PRs touch these files.

🤖 Generated with Claude Code

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Approving, per my review comment above.

Picks up #2399 (8565474), which fixed test_award_never_rises_with_a_claimants_statutory_pay, the Release test failure on this branch.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Aggregate impact on certified data: pass

Base fe0b99a36b against head 5955aee0f0, both on enhanced_frs_2024_25.h5 (policyengine-uk-data 1.58.1, sha256 056e80fd8e91), fiscal years 2025-26 to 2031-32. Each year is a full microsimulation run on each side.

Checks: 0 broken by this change, 1 failing on both sides, 0 fixed. Moves flagged for review: 0 (thresholds in report_spec.yaml; a flag does not fail the job).

Workflow run and full report

Notes

  • In the years a figure from fewer than 10 records is suppressed (spending.disabled_students_allowance), every total containing it, and the decile incomes, are rebuilt from their other components, so no published total includes it. Those totals are marked †. A change is withheld where the two sides leave out different figures and can't be lined up.

Moves flagged for review

None.

Spending by benefit and service

Measure 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Disabled Students' Allowance suppressed suppressed suppressed suppressed suppressed suppressed suppressed

Caseloads

Measure 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Disabled Students' Allowance suppressed suppressed suppressed suppressed suppressed suppressed suppressed

Household net income by decile

No household's net income changes in any year.

No change in any year: receipts by tax head; government balance, each component counted once; model totals; household income totals; population; poverty rates; people in poverty; inequality; mean household net income in each side's own deciles; standard reform costings (change in gov_balance); standard reforms: change in each reform's target.

Checks failing on both base and head (1)
  • VAT is never negative (sign:vat): 2025-26: 76 units below zero, a weighted £-54,797,972 in total; 2026-27: 76 units below zero, a weighted £-56,271,349 in total; 2027-28: 76 units below zero, a weighted £-57,609,146 in total
Counted-once check

Each of 84 components was raised by £1 per unit in 2026-27, and every head of its totals was read household by household: its own head must rise by exactly £1, no other tax head may move, no other benefit may rise, and the model's own total must move by what its heads moved. A head that breaks a rule is measured again twice: with every other head held at its baseline value, and with every other head held at its value after the first £1 while the component rises again. It fails where either still shows the response. 0 failed; 0 were skipped.

Provenance
Side Commit Runtime Environment hash Partition hash Time
base main fe0b99a36b uk 2.147.2 (files 16352cfe8445), core 3.33.2, py 3.13.17 aarch64 5c9a49667c9b d4c1e9f08160 1617.8s
head #2129 merged into main 5955aee0f0 uk 2.147.2 (files 16352cfe8445), core 3.33.2, py 3.13.17 aarch64 5c9a49667c9b d4c1e9f08160 1615.96s

Dataset: hf://policyengine/policyengine-uk-data-private/enhanced_frs_2024_25.h5@2526edbbb687a3b54dbb11272e5389e4b62d2ac2, sha256 056e80fd8e9151d78f432a25cde863340baee81304c6216a37fb575ce8563784 (verified on both sides), policyengine-uk-data 1.58.1.

Receipts by tax head: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Income tax £299.29bn £319.01bn £336.47bn £351.62bn £367.17bn £385.29bn £403.59bn
National Insurance (employee and self-employed) £52.58bn £54.94bn £56.75bn £58.48bn £60.62bn £62.57bn £65.03bn
National Insurance (employer) £152.64bn £159.18bn £164.14bn £168.73bn £176.11bn £181.72bn £188.90bn
Employer NI change borne by capital £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Employer NI change borne by consumers £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Capital gains tax £12.62bn £13.06bn £13.55bn £14.04bn £14.54bn £15.09bn £15.65bn
Student loan repayments £7.83bn £8.12bn £8.35bn £8.56bn £8.79bn £9.04bn £9.38bn
VAT £253.71bn £260.53bn £266.72bn £273.14bn £279.83bn £286.71bn £293.71bn
Change in VAT from its baseline £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
VAT on private school fees £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Fuel duties £24.53bn £24.64bn £26.64bn £26.69bn £26.42bn £25.76bn £26.35bn
Alcohol duties £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Tobacco duties £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Vehicle excise duties £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
TV licence fee £4.28bn £4.43bn £4.44bn £4.46bn £4.48bn £4.51bn £4.53bn
Council tax £49.56bn £52.45bn £55.78bn £59.39bn £62.98bn £66.74bn £70.70bn
High value council tax surcharge £0.00bn £0.00bn £0.00bn £0.48bn £0.49bn £0.51bn £0.52bn
Northern Ireland domestic rates £0.55bn £0.58bn £0.61bn £0.63bn £0.67bn £0.70bn £0.73bn
Business rates £31.73bn £31.73bn £31.73bn £31.73bn £31.73bn £31.73bn £31.73bn
Stamp duty land tax on the household's own purchases £6.93bn £7.42bn £7.85bn £8.26bn £8.68bn £9.09bn £9.51bn
Stamp duty land tax paid by companies £3.13bn £3.13bn £3.13bn £3.13bn £3.13bn £3.13bn £3.13bn
Land transaction tax (Wales) £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Land and buildings transaction tax (Scotland) £0.01bn £0.01bn £0.02bn £0.02bn £0.02bn £0.02bn £0.02bn
Unspecified tax change borne by capital £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Unspecified tax change borne by consumers £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Wealth tax £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Wealth tax excluding the main residence £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Land value tax £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Carbon tax £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Spending by benefit and service: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
State Pension £122.15bn £126.64bn £127.57bn £129.47bn £133.29bn £137.24bn £141.32bn
Pension Credit £6.68bn £7.07bn £7.06bn £7.13bn £7.26bn £7.39bn £7.49bn
Winter Fuel Payment £1.70bn £1.68bn £1.59bn £1.58bn £1.57bn £1.55bn £1.52bn
Pension Age Winter Heating Payment (Scotland) £0.19bn £0.20bn £0.20bn £0.21bn £0.21bn £0.22bn £0.22bn
Universal Credit £75.54bn £80.75bn £82.55bn £84.28bn £85.26bn £86.64bn £87.92bn
Housing Benefit £8.59bn £8.93bn £9.19bn £9.34bn £9.61bn £9.87bn £10.15bn
Council Tax Reduction £1.99bn £2.03bn £2.08bn £2.13bn £2.18bn £2.23bn £2.29bn
Employment and Support Allowance (income-related) £2.12bn £2.18bn £2.23bn £2.28bn £2.33bn £2.39bn £2.45bn
Employment and Support Allowance (contribution-based) £5.22bn £5.36bn £5.49bn £5.62bn £5.76bn £5.90bn £6.04bn
Jobseeker's Allowance (income-based) £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Jobseeker's Allowance (contribution-based) £0.29bn £0.30bn £0.30bn £0.31bn £0.32bn £0.33bn £0.33bn
Income Support £0.12bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Working Tax Credit £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Child Tax Credit £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Incapacity Benefit £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Personal Independence Payment £27.05bn £28.19bn £28.94bn £29.64bn £30.37bn £31.11bn £31.87bn
Disability Living Allowance £7.52bn £7.83bn £8.04bn £8.24bn £8.44bn £8.65bn £8.86bn
Attendance Allowance £8.71bn £9.08bn £9.32bn £9.55bn £9.78bn £10.02bn £10.26bn
Carer's Allowance £4.50bn £4.69bn £4.81bn £4.93bn £5.05bn £5.17bn £5.29bn
Carer Support Payment (Scotland) £0.31bn £0.32bn £0.33bn £0.34bn £0.35bn £0.36bn £0.36bn
Carer's Allowance Supplement (Scotland) £0.00bn £0.04bn £0.04bn £0.04bn £0.04bn £0.04bn £0.04bn
Severe Disablement Allowance £0.03bn £0.03bn £0.03bn £0.03bn £0.03bn £0.03bn £0.03bn
Industrial Injuries Disablement Benefit £0.51bn £0.52bn £0.53bn £0.54bn £0.56bn £0.57bn £0.59bn
Armed Forces Compensation Scheme £0.61bn £0.62bn £0.64bn £0.65bn £0.67bn £0.69bn £0.70bn
War Widow's or Widower's Pension £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Child Benefit £16.23bn £16.91bn £17.32bn £17.73bn £18.16bn £18.60bn £19.04bn
Scottish Child Payment £0.50bn £0.52bn £0.53bn £0.55bn £0.56bn £0.57bn £0.58bn
Two Child Limit Payment (Scotland, counterfactual) £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Healthy Start vouchers £0.05bn £0.05bn £0.05bn £0.05bn £0.05bn £0.05bn £0.05bn
Maternity Allowance £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Statutory Maternity Pay £3.32bn £3.41bn £3.49bn £3.57bn £3.66bn £3.75bn £3.84bn
Statutory Paternity Pay £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Statutory Sick Pay £1.13bn £1.16bn £1.19bn £1.22bn £1.25bn £1.28bn £1.31bn
Sure Start Maternity Grant £0.01bn £0.01bn £0.01bn £0.01bn £0.01bn £0.01bn £0.01bn
Bereavement Support Payment £0.67bn £0.69bn £0.70bn £0.72bn £0.74bn £0.76bn £0.78bn
Tax-Free Childcare £0.55bn £0.56bn £0.57bn £0.58bn £0.60bn £0.61bn £0.59bn
Extended childcare entitlement £2.69bn £3.18bn £3.26bn £3.33bn £3.42bn £3.51bn £3.60bn
Universal childcare entitlement £2.26bn £2.45bn £2.51bn £2.58bn £2.64bn £2.72bn £2.78bn
Targeted childcare entitlement £0.57bn £0.60bn £0.62bn £0.63bn £0.65bn £0.66bn £0.67bn
Care to Learn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Childcare Grant £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Parents' Learning Allowance £0.20bn £0.20bn £0.20bn £0.20bn £0.20bn £0.20bn £0.20bn
Adult Dependants' Grant £0.06bn £0.06bn £0.04bn £0.04bn £0.04bn £0.04bn £0.04bn
Travel Grant £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Disabled Students' Allowance suppressed suppressed suppressed suppressed suppressed suppressed suppressed
16 to 19 Bursary Fund £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
NHS spending £204.68bn £205.46bn £206.22bn £207.04bn £207.96bn £208.89bn £209.79bn
State education spending £0.02bn £0.02bn £0.02bn £0.02bn £0.02bn £0.02bn £0.02bn
Transport subsidy spending £25.15bn £25.25bn £25.34bn £25.44bn £25.55bn £25.67bn £25.78bn
Cost-of-living support payment £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Energy Bills Rebate £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Energy Price Guarantee subsidy £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Basic income £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Disability basic income £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Other public spending budget change £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Caseloads: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
State Pension 11,308k 11,208k 10,906k 10,812k 10,860k 10,908k 10,955k
Pension Credit 1,491k 1,489k 1,478k 1,459k 1,459k 1,457k 1,453k
Winter Fuel Payment 7,091k 7,011k 6,601k 6,517k 6,493k 6,381k 6,254k
Pension Age Winter Heating Payment (Scotland) 806k 807k 807k 805k 809k 812k 816k
Universal Credit 6,361k 6,370k 6,402k 6,412k 6,386k 6,378k 6,363k
Housing Benefit 1,254k 1,252k 1,254k 1,240k 1,245k 1,247k 1,249k
Council Tax Reduction 3,186k 3,211k 3,224k 3,245k 3,264k 3,280k 3,293k
Employment and Support Allowance (income-related) 187k 188k 188k 189k 190k 190k 191k
Employment and Support Allowance (contribution-based) 722k 724k 727k 730k 733k 737k 740k
Jobseeker's Allowance (income-based) 0k 0k 0k 0k 0k 0k 0k
Jobseeker's Allowance (contribution-based) 67k 67k 68k 68k 68k 69k 69k
Income Support 25k 0k 0k 0k 0k 0k 0k
Working Tax Credit 0k 0k 0k 0k 0k 0k 0k
Child Tax Credit 0k 0k 0k 0k 0k 0k 0k
Incapacity Benefit 0k 0k 0k 0k 0k 0k 0k
Personal Independence Payment 3,581k 3,595k 3,608k 3,623k 3,639k 3,655k 3,671k
Disability Living Allowance 1,296k 1,301k 1,306k 1,311k 1,317k 1,323k 1,329k
Attendance Allowance 1,701k 1,708k 1,714k 1,721k 1,729k 1,736k 1,744k
Carer's Allowance 1,038k 1,042k 1,046k 1,050k 1,055k 1,059k 1,064k
Carer Support Payment (Scotland) 71k 72k 72k 72k 73k 73k 73k
Carer's Allowance Supplement (Scotland) 0k 72k 72k 72k 73k 73k 73k
Severe Disablement Allowance 4k 4k 4k 4k 4k 4k 4k
Industrial Injuries Disablement Benefit 137k 138k 139k 139k 140k 140k 141k
Armed Forces Compensation Scheme 94k 94k 94k 95k 95k 95k 96k
War Widow's or Widower's Pension 0k 0k 0k 0k 0k 0k 0k
Child Benefit 8,136k 8,165k 8,185k 8,215k 8,249k 8,282k 8,314k
Scottish Child Payment 352k 354k 355k 356k 357k 358k 357k
Two Child Limit Payment (Scotland, counterfactual) 0k 0k 0k 0k 0k 0k 0k
Healthy Start vouchers 200k 201k 202k 203k 204k 204k 205k
Maternity Allowance 0k 0k 0k 0k 0k 0k 0k
Statutory Maternity Pay 334k 335k 336k 338k 339k 341k 342k
Statutory Paternity Pay 0k 0k 0k 0k 0k 0k 0k
Statutory Sick Pay 182k 183k 183k 184k 185k 186k 186k
Sure Start Maternity Grant 26k 26k 26k 27k 27k 27k 27k
Bereavement Support Payment 98k 98k 99k 99k 100k 100k 101k
Tax-Free Childcare 1,018k 1,029k 1,029k 1,033k 1,035k 1,039k 1,024k
Extended childcare entitlement 718k 724k 728k 732k 737k 741k 743k
Universal childcare entitlement 986k 989k 992k 997k 1,002k 1,013k 1,015k
Targeted childcare entitlement 119k 120k 120k 121k 121k 122k 121k
Care to Learn 0k 0k 0k 0k 0k 0k 0k
Childcare Grant 0k 0k 0k 0k 0k 0k 0k
Parents' Learning Allowance 98k 99k 99k 100k 100k 100k 101k
Adult Dependants' Grant 18k 18k 12k 13k 13k 13k 13k
Travel Grant 0k 0k 0k 0k 0k 0k 0k
Disabled Students' Allowance suppressed suppressed suppressed suppressed suppressed suppressed suppressed
16 to 19 Bursary Fund 0k 0k 0k 0k 0k 0k 0k
Cost-of-living support payment 0k 0k 0k 0k 0k 0k 0k
Energy Bills Rebate 0k 0k 0k 0k 0k 0k 0k
Energy Price Guarantee subsidy 0k 0k 0k 0k 0k 0k 0k
Basic income 0k 0k 0k 0k 0k 0k 0k
Disability basic income 0k 0k 0k 0k 0k 0k 0k
Government balance, each component counted once: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Government receipts, each component once £899.38bn £939.24bn £976.18bn £1,009.38bn £1,045.66bn £1,082.60bn £1,123.48bn
Government spending £531.94bn † £546.98bn † £553.05bn † £560.03bn † £568.60bn † £577.76bn † £586.86bn †
Government balance, each receipt once £367.45bn † £392.26bn † £423.13bn † £449.35bn † £477.06bn † £504.85bn † £536.62bn †
Benefits in household_benefits but not in gov_spending £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn £0.00bn
Model totals: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
gov_tax £899.38bn £939.24bn £976.18bn £1,009.38bn £1,045.66bn £1,082.60bn £1,123.48bn
household_tax £493.03bn £519.53bn £545.32bn £567.51bn £589.72bn £614.17bn £640.87bn
pre_budget_change_household_tax £485.21bn £511.41bn £536.97bn £558.47bn £580.44bn £604.62bn £630.98bn
gov_spending £531.94bn † £546.98bn † £553.05bn † £560.03bn † £568.60bn † £577.76bn † £586.86bn †
household_benefits £531.94bn † £546.98bn † £553.05bn † £560.03bn † £568.60bn † £577.76bn † £586.86bn †
gov_balance £367.45bn † £392.26bn † £423.13bn † £449.35bn † £477.06bn † £504.85bn † £536.62bn †
Household income totals: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Household market income £1,657.06bn £1,719.25bn £1,771.68bn £1,821.99bn £1,872.88bn £1,930.99bn £2,001.98bn
Household net income £1,656.69bn † £1,705.94bn † £1,737.53bn † £1,771.57bn † £1,807.68bn † £1,849.24bn † £1,900.92bn †
Household net income (HBAI definition) £1,463.15bn £1,510.70bn £1,542.73bn £1,575.67bn £1,609.74bn £1,648.74bn £1,699.14bn
Population: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
People 69,514k 69,778k 70,036k 70,316k 70,626k 70,944k 71,249k
Benefit units 35,247k 35,381k 35,512k 35,654k 35,811k 35,972k 36,127k
Households 31,167k 31,285k 31,401k 31,526k 31,665k 31,808k 31,944k
Poverty rates: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Absolute poverty, before housing costs: everyone 16.2% 15.2% 15.7% 15.8% 15.9% 16.0% 15.9%
Absolute poverty, before housing costs: children 24.6% 21.4% 22.0% 21.9% 22.1% 22.3% 22.2%
Absolute poverty, before housing costs: working-age adults 13.9% 13.5% 14.1% 14.2% 14.3% 14.4% 14.4%
Absolute poverty, before housing costs: pensioners 13.7% 13.2% 13.3% 13.5% 13.6% 13.7% 13.7%
Absolute poverty, after housing costs: everyone 21.5% 20.8% 21.5% 21.8% 22.2% 22.4% 22.5%
Absolute poverty, after housing costs: children 33.4% 30.9% 31.6% 31.8% 32.4% 32.9% 33.2%
Absolute poverty, after housing costs: working-age adults 19.8% 19.6% 20.4% 20.6% 20.9% 21.2% 21.2%
Absolute poverty, after housing costs: pensioners 12.8% 12.6% 12.6% 13.1% 13.4% 13.4% 13.4%
Relative poverty, before housing costs: everyone 17.2% 16.5% 16.6% 16.6% 16.4% 16.5% 16.7%
Relative poverty, before housing costs: children 26.4% 23.7% 23.7% 23.6% 23.2% 23.3% 23.5%
Relative poverty, before housing costs: working-age adults 14.6% 14.4% 14.7% 14.8% 14.7% 14.8% 14.9%
Relative poverty, before housing costs: pensioners 15.0% 14.8% 14.4% 14.3% 14.0% 14.0% 14.4%
Relative poverty, after housing costs: everyone 21.7% 21.1% 21.4% 21.4% 21.5% 21.6% 22.0%
Relative poverty, after housing costs: children 33.5% 31.3% 31.4% 31.3% 31.3% 31.5% 32.1%
Relative poverty, after housing costs: working-age adults 19.9% 19.8% 20.2% 20.4% 20.5% 20.6% 20.9%
Relative poverty, after housing costs: pensioners 13.0% 12.7% 12.6% 12.3% 12.2% 12.2% 12.9%
People in poverty: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Absolute poverty, before housing costs: everyone 11,270k 10,578k 10,975k 11,077k 11,210k 11,339k 11,354k
Absolute poverty, before housing costs: children 3,696k 3,227k 3,332k 3,325k 3,371k 3,407k 3,408k
Absolute poverty, before housing costs: working-age adults 5,940k 5,792k 6,115k 6,209k 6,281k 6,360k 6,367k
Absolute poverty, before housing costs: pensioners 1,634k 1,559k 1,527k 1,543k 1,558k 1,572k 1,579k
Absolute poverty, after housing costs: everyone 14,972k 14,539k 15,080k 15,313k 15,657k 15,918k 16,049k
Absolute poverty, after housing costs: children 5,005k 4,656k 4,776k 4,818k 4,933k 5,035k 5,098k
Absolute poverty, after housing costs: working-age adults 8,445k 8,399k 8,848k 9,001k 9,191k 9,342k 9,400k
Absolute poverty, after housing costs: pensioners 1,521k 1,484k 1,456k 1,493k 1,533k 1,541k 1,551k
Relative poverty, before housing costs: everyone 11,980k 11,485k 11,639k 11,698k 11,596k 11,730k 11,890k
Relative poverty, before housing costs: children 3,967k 3,570k 3,578k 3,587k 3,531k 3,566k 3,616k
Relative poverty, before housing costs: working-age adults 6,227k 6,161k 6,401k 6,485k 6,468k 6,552k 6,616k
Relative poverty, before housing costs: pensioners 1,785k 1,754k 1,660k 1,627k 1,597k 1,611k 1,659k
Relative poverty, after housing costs: everyone 15,057k 14,705k 14,981k 15,071k 15,191k 15,336k 15,683k
Relative poverty, after housing costs: children 5,024k 4,718k 4,751k 4,755k 4,774k 4,816k 4,937k
Relative poverty, after housing costs: working-age adults 8,480k 8,486k 8,784k 8,917k 9,017k 9,112k 9,256k
Relative poverty, after housing costs: pensioners 1,552k 1,501k 1,445k 1,399k 1,399k 1,408k 1,491k
Inequality: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Gini coefficient, equivalised HBAI income before housing costs 0.3087 0.3060 0.3074 0.3080 0.3085 0.3091 0.3102
Mean household net income in each side's own deciles: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Decile 1: mean household_net_income per household £17,832 † £18,015 † £17,980 † £18,037 † £18,364 † £18,545 † £18,723 †
Decile 2: mean household_net_income per household £28,135 † £29,092 † £28,744 † £29,163 † £29,434 † £29,997 † £30,442 †
Decile 3: mean household_net_income per household £34,455 † £35,681 † £36,229 † £36,632 † £36,967 † £37,482 † £38,380 †
Decile 4: mean household_net_income per household £39,398 † £41,043 † £41,970 † £42,713 † £43,280 † £44,024 † £44,550 †
Decile 5: mean household_net_income per household £43,698 † £45,019 † £45,872 † £46,588 † £47,624 † £48,569 † £49,772 †
Decile 6: mean household_net_income per household £48,494 † £49,775 † £50,932 † £51,700 † £52,150 † £53,469 † £54,371 †
Decile 7: mean household_net_income per household £56,360 † £57,552 † £58,380 † £59,120 † £60,160 † £60,882 † £62,979 †
Decile 8: mean household_net_income per household £68,817 † £70,403 † £71,732 † £72,842 † £74,422 † £75,795 † £77,575 †
Decile 9: mean household_net_income per household £79,735 † £82,088 † £83,280 † £84,576 † £86,144 † £87,656 † £90,725 †
Decile 10: mean household_net_income per household £117,772 † £120,640 † £122,567 † £124,692 † £126,940 † £129,209 † £132,023 †
Standard reform costings (change in gov_balance): head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Raise basic rate by 1pp £6.22bn £6.50bn £6.70bn £6.90bn £7.11bn £7.34bn £7.62bn
Raise higher rate by 1pp £3.54bn £3.82bn £4.05bn £4.27bn £4.49bn £4.76bn £4.96bn
Raise personal allowance by ~800GBP/year £-3.83bn £-3.96bn £-4.03bn £-4.10bn £-4.19bn £-4.30bn £-2.02bn
Raise child benefit by 25GBP/week per additional child £-2.00bn £-1.76bn £-1.64bn £-1.54bn £-1.44bn £-1.34bn £-1.24bn
Reduce Universal Credit taper rate to 20% £-20.49bn £-21.05bn £-21.40bn £-21.83bn £-21.91bn £-22.28bn £-22.73bn
Raise Class 1 main employee NICs rate to 10% £11.07bn £11.51bn £11.84bn £12.14bn £12.48bn £12.82bn £13.29bn
Raise VAT standard rate by 2pp £25.01bn £25.68bn £26.29bn £26.92bn £27.58bn £28.26bn £28.95bn
Raise additional rate by 3pp £2.83bn £3.07bn £3.27bn £3.47bn £3.67bn £3.91bn £4.23bn
Raise the Universal Credit standard allowance by 10% £-3.03bn £-3.16bn £-3.24bn £-3.32bn £-3.37bn £-3.42bn £-3.46bn
Raise the State Pension by 10% £-7.81bn £-8.07bn £-7.99bn £-8.11bn £-8.36bn £-8.66bn £-9.02bn
Standard reforms: change in each reform's target: head levels
Measure (head) 2025-26 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Raise basic rate by 1pp: change in income_tax £6.36bn £6.65bn £6.86bn £7.07bn £7.28bn £7.52bn £7.80bn
Raise higher rate by 1pp: change in income_tax £3.55bn £3.83bn £4.06bn £4.28bn £4.50bn £4.77bn £4.97bn
Raise personal allowance by ~800GBP/year: change in income_tax £-3.96bn £-4.10bn £-4.19bn £-4.26bn £-4.36bn £-4.47bn £-1.77bn
Raise child benefit by 25GBP/week per additional child: change in child_benefit £2.34bn £2.15bn £2.03bn £1.92bn £1.82bn £1.71bn £1.59bn
Reduce Universal Credit taper rate to 20%: change in universal_credit £20.48bn £21.04bn £21.39bn £21.82bn £21.90bn £22.27bn £22.73bn
Raise Class 1 main employee NICs rate to 10%: change in national_insurance £11.33bn £11.79bn £12.13bn £12.44bn £12.78bn £13.13bn £13.62bn
Raise VAT standard rate by 2pp: change in vat £25.01bn £25.68bn £26.29bn £26.92bn £27.58bn £28.26bn £28.95bn
Raise additional rate by 3pp: change in income_tax £2.83bn £3.07bn £3.27bn £3.47bn £3.67bn £3.91bn £4.23bn
Raise the Universal Credit standard allowance by 10%: change in universal_credit £3.03bn £3.16bn £3.24bn £3.32bn £3.37bn £3.43bn £3.47bn
Raise the State Pension by 10%: change in state_pension £10.72bn £11.23bn £11.37bn £11.62bn £12.08bn £12.54bn £13.07bn

@MaxGhenis
MaxGhenis added this pull request to the merge queue Oct 23, 2026
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