Hunch. Downing Street tied the delay to the 28 October Budget, so the report now waits for a known event, as the two fast reports did.
The report market resolves on GOV.UK, on the review's page or the Department for Work and Pensions page: YES if by 30 November 2026 the full final report with all its recommendations is published, and NO if it is not out or only single recommendations appear. The Guardian and BBC News are the backup.
We looked for cases where the UK government delayed a report that was ready or due on a set date. We found four such reports since 2019. All four came out in the end. Only one came out within two months of its first date, a review that was two days late.