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How do you assess my savings and investments?

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When working out your means from savings and investments we first add together the following items:

  • cash value of investments and property (excluding your home)
  • money in any savings or other type of account and
  • cash-in-hand.

We then use the following formula.

Formula
Capital:
Weekly means assessed:
First €20,000
Nil
€20,000 - €30,000
€1 per €1,000
€30,000 - €40,000
€2 per €1,000
Over €40,000
€4 per €1,000

Example:

You are a qualified parent with three qualified children and have savings and investments of €35,000, but no other income.

Amount of savings: €35,000
Minus first €20,000 (disregarded): €20,000
  €15,000
Balance of €15,000 is assessed as follows:
€10,000 is assessed at €1 per €1,000: €10.00
€5,000 is assessed at €2 per €1,000: €10.00
Weekly Means: €20.00

In this example, you would get One-Parent Family Payment of €264.90 (2011 Rates) a week (a personal rate of €175.50 and three increases for a qualified child, €29.80 each).

For more information, log on to 'www.welfare.ie'.

Last Updated: 29/03/2011 18:25

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