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Roundtable background paper: Supplementary Route for People Affected (February 2026)

Updated 23 February 2026

Infected Blood Compensation Scheme Technical Expert Group

Roundtable background paper: Supplementary Route for People Affected

3 March 2026


The purpose of this roundtable is to facilitate targeted engagement with key organisations and charity representatives of the infected blood community to help inform the Infected Blood Compensation Scheme Technical Expert Group’s (TEG) advice to the Government. The TEG is seeking a fuller understanding of how severe psychological harm can be recognised within the Scheme’s structure. 

This paper provides the specific questions that will be discussed at the upcoming virtual roundtable which focuses on the implementation of the Inquiry’s recommendation in relation to whether it is possible to implement an affected supplementary route, particularly with regard to severe psychological harm.

The paper also provides background on the Infected Blood Compensation Scheme structure, and outlines the principles guiding the advice that the TEG has been asked to provide.

1. Recognition of psychological harm in the compensation scheme

a. Core Awards

The Scheme provides compensation for psychological and psychiatric harm as part of all core awards to acknowledge that people will have suffered this category of harm due to their relationship with an infected person. The injury award reflects the quantum of damages that would be ordered by courts in respect of psychological damage, distress, anxiety and emotional upset that are likely to have been caused. The Expert Group noted a number of potential comparators for social impact awards, including Judicial College Guidelines on “the indignity, mental suffering, humiliation, distress, or anger caused” for victims in abuse cases (suggested typically to lead to awards ranging £15,000-£25,000). 

For immediate family members, where the law provides for loss of society or bereavement awards, then this leads to an increase in injury awards in cases where the infection is likely to have contributed to an early death (cirrhosis, decompensated cirrhosis, liver cancer and HIV).

No separate or specific evidence of psychological and psychiatric harm is necessary, it follows automatically. There is, therefore, no requirement to show that people have received psychiatric treatment or psychological therapy. 

b.  Severe Health Condition Awards for Infected People 

For affected people, there is currently no supplementary route for psychological harm. The Infected Blood Inquiry recommended that the Government consider whether a supplemental award for psychological harm could be implemented. 

For infected people, under the current Scheme someone can apply for a Severe Health Condition award if they have a severe psychiatric condition. This award provides for increased care and financial loss awards for categories of circumstances where the assumptions on which core awards are calculated are likely to be insufficient to compensate for the impacts of infections. Under the current Scheme, this award is not open to affected people. The tariff-based approach that Sir Brian Langstaff’s reports on compensation proposed means that awards cannot be precisely tailored to individual circumstances but need to provide broad justice for most people. Some degree of categorisation is necessary for such a tariff-based scheme to work.

For the separate Severe Psychiatric Conditions award, the previous Expert Group advised that where there was a diagnosis of a potentially serious disorder that had such an impact on people that they required specialist psychiatric treatment for a prolonged period, and where the impact prevented them from working, then the supplementary Severe Health Condition award should be based on 100% financial loss. This loss is regarded by the scheme as permanent if the eligibility conditions are met. Even if a person’s mental health improves with treatment, a history of specialist psychiatric treatment can itself be stigmatising and impair employment prospects.   

The TEG is reviewing/considering whether a formulation-based opinion is compatible with the structure of the scheme. A formulation-based opinion is the product of a process of discussion between a psychological professional and client in order to inform a treatment plan. It may include a description of symptoms and their potential severity, factors that have led to the condition and triggers as well as their impact on an individual’s life (e.g. ability to work).  A formulation can include reference to diagnostic criteria if relevant and appropriate. A formal assessment of symptoms using standardised tools indicating severity may also have been used. This might give some comparison with impacts on different populations. In itself, the fact that an assessment has taken place does not indicate any level of harm, although this may be apparent from the documentation of the process.   

The TEG has previously received advice that an intense and time-consuming individual assessment process would potentially be required if formulation based opinions were to be used in the compensation scheme. This would depart from the principles on which the tariff-based scheme is built. This informed our initial advice to the Government. The TEG would like to understand from the roundtable participants how likely it is that people already have access to contemporaneous formulation based assessments that have described psychological impacts that were having similar impact on day to day function to the current diagnoses of psychiatric impacts beyond those recognised in the core awards. No specific evidence of psychological harm is required in the core awards, as this is assumed to be associated with the infections. For a severe psychological harm award, however, there needs to be evidence that the level of psychological harm that has prevented the individual from actively participating in daily living, family life and regular employment, is greater than already recognised. 

2. Roundtable objective

As well as hearing from participants, the TEG is seeking a fuller understanding of how the scheme might be adapted to address the concerns raised in the Additional Report in a way that is consistent with the structure of the scheme and the evidential challenges presented. We have identified some specific questions on which we could welcome views.

Questions for the roundtable:

  1. Do you have any suggestions for how a supplementary route could work for affected people, without expecting applicants to undertake additional or further individual assessments and ensuring no delay in people receiving compensation?
  2. Are there groups that you feel should receive compensation over and above that paid under the core award?
  3. Apart from psychological harm, are there any other impacts that you think should be compensated for as a supplemental award?

3. Infected Blood Inquiry recommendation

In March 2025, the Infected Blood Inquiry announced its intention to publish an additional report to “consider the timeliness and adequacy of the Government’s response on compensation”. The Inquiry published its Additional Report in July 2025 which made a number of recommendations for the Infected Blood Compensation Authority (IBCA) and the Government in relation to the operation and design of the Scheme. It did not suggest that the structure of the scheme should be altered so its recommendations were for additions and modifications to ‘build constructively on the scheme as it is’ rather than fundamental change as this would cause inevitable delays in compensation being paid.
The Inquiry’s Additional Report made the following recommendation in relation to an affected supplementary route:

“The Minister give consideration to there being a supplementary route for people affected. This could include opening the supplemental award for severe psychological harm to people affected. He should involve parents, children, siblings, partners and carers, and their legal representatives if wished, in this consideration”.

4. The role of the Technical Expert group and roundtables

The TEG has been asked to advise the Government on practical aspects of the recommendations made in the Inquiry’s Additional Report. Decision-making on policy is a matter for the Government. The TEG is therefore concerned with:

  • Identifying options for implementing the Inquiry’s recommendations within this scope.
  • Advising the Government on the practicalities and implications of each option.

In accordance with our Terms of Reference, we are able to undertake targeted engagement with members of the infected blood community in order to complete our work programme. This does not replace the formal public consultation that the Government has undertaken. Nor does it delegate the TEG’s advisory responsibilities, for which it remains responsible and accountable. 

This engagement will be focused on the scope of the Additional Report and has the following purposes:

  • To enable testing of emerging TEG thinking, ensuring that the TEG advice is informed by lived experience and wider professional views.
  • To increase transparency about the TEG work process to ensure that the rationale and thinking in relation to all recommendations are available for scrutiny. 

5. Roundtable format and process

Format: The TEG will convene a virtual roundtable to discuss an aspect of the Inquiry recommendations. 

This roundtable will focus on affected persons. The size is aimed to enable a full and open discussion focussed on the work programme of the TEG.   

Further roundtables have been convened this year to refine the TEG’s initial advice on recommendations concerning the recognition of the impacts of interferon treatment and severe psychological harm. Each roundtable will be supported by a background paper on the specific recommendation to be discussed.

Attendees: The participants of this roundtable will be as follows: 

  • Chair - Professor Sir Jonathan Montgomery
  • Approximately seven key organisations and charity representatives per roundtable
  • Members of the TEG 
  • Cabinet Office officials will attend for the purpose of making a record of the meeting but are not part of the TEG.

Role of community participants: Following introductions, each community participant will have the opportunity to make a short statement of views before the questions identified by the TEG in this paper are raised. There will be no interruption to these contributions save to keep to the allotted time. The chair will then introduce the specific questions that have been identified in the paper and seek views on those questions if they have not already been stated. The aim is to ensure that each participant is able to contribute with an equal voice.

Where matters are raised that are outside of the scope of the TEG’s terms of reference, this will be drawn to participants’ attention so that they can consider submitting them to the wider public consultation.  

Role of the TEG members: Following introductions, TEG members will be invited to listen without interruption or comment. Any questions (which are likely to be for clarification) will be raised via the Chair rather than from individual TEG members. The TEG Chair will endeavor to address questions from invited participants to the extent that they fall within the group’s Terms of Reference. However, definitive answers may not be available until the TEG has concluded its work.

Written responses to the TEG: The TEG recognises that this issue affects a broad range of people across the community. In addition to the roundtables, the TEG invites written responses from key representatives in the community (see Annex A) to the questions in the background paper. This is separate to the consultation held by the Government. Responses to the TEG background paper can be sent to ibcs.teg@cabinetoffice.gov.uk

So that responses can be considered ahead of the TEG’s final advice, please provide written responses by 16 March.

All responses from representatives will be shared with TEG members alongside a thematic summary prepared by the Cabinet Office which will be published at the conclusion of the series of roundtables.

Transparency: This paper is being made public as a commitment to transparency and will be provided to invited contributors ahead of the meeting. 

Following the roundtable, a record of the discussion will be shared with participants to check for accuracy. Issues raised in written responses will be collated into a thematic summary that will be considered by the TEG. The record of the discussion at the roundtable and the report on written responses will be publicly released alongside the final report presenting the TEG’s considered advice. Minutes of TEG meetings that discuss the roundtables and consider the written responses will also be published.

Confidentiality: For the purpose of transparency, a list of participants and a record of the key points discussed will be published, but it will not attribute opinions to specific participants. We hope this will help facilitate trust between participants and promote open conversation on sensitive topics. 

The content, ideas, and key takeaways discussed during the roundtables can still be freely used and shared by participants; however attendees are asked not to disclose the identity or affiliation of the speakers.

6.  Policy Background

This section outlines some key elements of the Compensation Scheme that provide the context for the TEG’s work programme. The TEG will aim to give advice that builds on the fundamental structure of the Scheme.

6.1 Compensation scheme structure

The Infected Blood Compensation Scheme adopts the five heads of awards for infected people proposed by the Inquiry: 

  • Injury award: This award recognises the physical and mental injury, emotional distress and injury to feelings that may have been caused or will in future be felt as a result of: infected blood and/or related medical treatments; the death of an infected person; the likely death of a loved one in the future.
  • Social Impact award: This award recognises the past and future social consequences that people with blood-borne infections may have suffered (e.g. stigma and social isolation).
  • Autonomy award: This award recognises the distress and suffering caused by the impact of disease, including interference with family and private life (e.g. loss of marriage or partnership, loss of opportunity to have children).
  • Care award: This award recognises the past and future care needs and associated costs for infected people.
  • Financial Loss award: This award recognises the past and future financial losses suffered as a result of infection. This includes both financial loss and loss of services (e.g. providing childcare).

The Scheme has two routes: the core route (offered to everyone eligible) and the supplementary route (for exceptional cases where greater compensation for financial loss and care costs is necessary).

The approach taken by the TEG may lead to the scheme paying more compensation when there are more affected persons in relation to an infected persons. In cases of larger families this will provide greater compensation than would be payable under the Fatal Accidents Act in England, Wales and Northern Ireland, where awards are shared. The TEG believed this was fairer and closer to the intention of the Second Interim Report than would be achieved by a closer mimicking of that legislation.

The reports from the previous Infected Blood Inquiry Response Expert Group advised on the amounts that would be indicated by reference to judicial guidelines and court decisions, although not limited by them. 

A full overview of the scheme can be accessed here. A high level overview of the scheme can be accessed here (please note this does not reflect the amendments from the third set of regulations).

6.2 Technical Expert Group Advice

The TEG engaged with the leads of the Infected Blood Psychological Service (IBPS) to review the Inquiry’s recommendation. The TEG’s initial advice to the Government was based on the following:

  • While formulations guide treatment, they do not provide clear, reliable markers of severity or assess the impact on earning capacity or care needs in the way required for a tariff-based scheme.
  • Defining award criteria based on formulations would require new individual clinical psychological assessments for all applicants, which is not possible within a tariff-based scheme.
  • The TEG has advised that severe psychological harm for those with Hepatitis B or C could instead be covered by the proposed changes to the Special Category Mechanism (SCM) award, as SCM criteria already include a review of mental health concerns and their impact on daily life.

The TEG hopes that roundtable participants might assist by identifying groups of affected people that could be identified as having psychological harm above and beyond what is set in the core route, without involving disproportionate intrusion or inquiry into people’s lives.

6.3 Proposal in consultation

In July 2025 the Government accepted the Inquiry’s recommendation to consult on whether it is feasible to implement a supplementary route for additional compensation for affected people who suffered the severest harms. The Government consulted on whether it was possible to implement a supplementary route for the affected based on severe psychological harm, as the Inquiry suggested, without causing significant delay to the process of compensation as a whole

The consultation asked:

  1. Taking into account the factors set out in this section, including the need to avoid the type of lengthy and intrusive individual assessments that the Inquiry advised were avoided, how would you recommend constructing a form of supplementary award for affected people which would allow for continued, timely delivery of tariff-based compensation awards?  
  2. Would you support an alternative approach to a supplementary route in place of individual assessment, which would be to pay higher awards to everyone in a specific group, without them having to prove their eligibility beyond belonging to that group?
  3. If you do support this approach, which specific groups of affected people do you believe should qualify for a supplementary award on this basis? 
  4. What pre-existing evidence could IBCA use to determine whether particular applicants belong to these groups? 

6.4 Principles of evidence to support a tariff based scheme 

The TEG will apply the principles of evidence that were identified in its predecessor’s work in order to promote consistency. These principles are:

  • Accessibility: Accessible to claimants (and assessors) means that only information that is reasonably expected to be available if requested should be sought to establish eligibility.
  • Assessability: Evidence must be suitable for use by the Infected Blood Compensation Authority (IBCA) to determine eligibility or entitlement without significant further inquiry or assessment in line with principles of a tariff based scheme.
  • Verifiability: Evidence must be verifiable to maintain the integrity of the scheme.
  • Proportionality: No more intrusion into people’s privacy should be sought than is required to ensure that they receive the compensation to which they are entitled.

6.5 Review of issues raised in consultation responses

The Government will consider all responses submitted to the public consultation and will publish a response within 12 weeks of its closing. The work of the TEG in advising the Government is separate from this process. However, the TEG has asked for an indication of the points raised in response to the four consultation questions. This is so that the TEG can consider whether the issues raised should lead us to advise that the Government amend the proposal outlined in the consultation. 

TEG advice will be only one aspect of the considerations that the Government will take into account. We have therefore considered what our approach should be as a ‘technical expert group’ when the evidence about the impact takes many different forms, including lived experience, reports in professional literature, and the experience of members of the TEG. We intend to be transparent about the basis, and therefore also the limitations, of our advice. In the following paragraphs we set out our tentative view of the proper role of the TEG. We may refine this in the light of the discussions at the roundtables and associated written submissions.

The TEG will review the consultation responses and consider whether it is possible to implement a supplementary route for affected people.

Next steps 

A record of the meeting will be drawn up by the Cabinet Office and circulated to all attendees to check for accuracy. This will be made public alongside the advice from the TEG. Written responses will be collated and reported to the TEG. This will also be made public alongside the advice from the TEG. The TEG will discuss what it has learnt alongside other information, including relevant responses to the Government’s consultation. A minute of these discussions will be published alongside its advice as with all TEG meetings.

The TEG may approach individual participants for further clarification of points raised. If this happens, the focus and outcomes of such exchanges will be recorded in an agreed note that can be made public alongside the advice from the TEG.

Annex A:

List of key representative organisations and charities in the infected blood community whom are invited to comment on the background paper via correspondence: