I have found out more about the automatic refunds for people regularly travelling after 0930 (or any time at weekends) from zones 4-6. The good news is that the first refunds should be available today. Here is my understanding of how the system works.
To qualify for a refund you must exceed the notional off-peak cap on two or more days in a week. The week runs from Monday to Sunday, just like contactless weekly capping. To catch people who might only exceed the cap once some weeks but usually more, there are two other qualifications: four times in a two-week period or eight times in a four-week period. These two and four week periods roll continuously so any pair of weeks or four continuous weeks will qualify, but the week is still Monday to Sunday.
From Monday of the following week the system starts working out who is due a refund and these are processed on Thursday. If the refund is for an Oyster card it will be sent to the most used station ready to pick up on Friday. If contactless is used then the refund is sent to the payment card on Thursday evening. The first week that this operates was the week beginning Monday 30th March, thus the first refunds should be available to pick up today, 10th April.
If you are due a refund for travel prior to March 30th then these will be processed as a separate job and should be made available later this month.
The notional off-peak caps are:
|Type of Card||Zones 1-4||Zones 1-6|
|Normal Adult Rate||£8.00||£8.80|
|16+ and Job Centre||£4.00||£4.40|
The off-peak caps for children have not changed (still £1.50 across the board) so no refunds will be due to 5-10 and 11-15 zip card holders.