ON APPEAL FROM THE UPPER TRIBUNAL
(ADMINISTRATIVE APPEALS CHAMBER)
Upper Tribunal Judge Ward
UA-2020-001686-BB
Strand, London, WC2A 2LL |
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B e f o r e :
(Vice-President of the Court of Appeal (Civil Division))
LADY JUSTICE KING
and
LADY JUSTICE ELISABETH LAING
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MARGARET KELLY |
Appellant |
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SECRETARY OF STATE FOR WORK AND PENSIONS |
Respondent |
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Julian Milford KC and Jen Coyne (instructed by The Treasury Solicitor) for the Respondent
Hearing dates: 6 and 7 March 2024
Written submissions: 11 and 14 March 2024
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Crown Copyright ©
Lady Justice Elisabeth Laing:
Introduction
The facts
The UT's reasoning
The legislative framework
The relevant provisions of the HRA
The relevant social security legislation
The Social Security Contributions and Benefits Act 1992
The Social Security Administration Act 1992
The Social Security Act 1998
The Pensions Act 2014
Secondary legislation
Social Security (Claims and Payments) Regulations 1987, 1987 SI No 1968
The Pensions Act 2014 (Commencement No 10) Order 2017, 2017 SI No 297 ('the 2017 transitional provisions')
The legislation relating to civil partnerships and marriage
The Interpretation Act 1978
The Civil Partnerships Act 2004 ('the CPA')
The Marriage (Same Sex Couples) Act 2013
The arguments
i. By making civil partnerships available to homosexual couples, but not to heterosexual couples, sections 1 and 3 of the CPA discriminated between couples on the grounds of their sexual orientation.
ii. Schedule 2 to the CPA applied that discrimination to social security benefits by means of amendments to the 1992 Act which relied on civil partnerships as a gateway to benefits such as bereavement benefits. Mr Buttler accepted that this was direct discrimination. He abandoned any reliance on indirect discrimination.
iii. From 6 April 2017, when they were repealed and replaced by the Pensions Act 2014, sections 36 and 39B of the 1992 Act ceased to be relevant to claims made after that date.
iv. Nevertheless, sections 36 and 39B, which discriminated against Ms Kelly, continued in force by virtue of transitional provisions which applied to people who had made a claim before 6 April 2017 but had not received a payment. Those people are proper comparators for Ms Kelly, because, like her, they made a claim in time, but have not yet been paid.
v. Steinfeld was a decision about access to civil partnerships. It was not about access to benefits. The declaration of incompatibility in that case related to sections 1 and 3 of the CPA and not to Schedule 24 to the CPA (which inserted the relevant amendments in sections 36 and 39B of the 1992 Act).
vi. When Parliament remedied the discrimination identified in Steinfeld, there is no indication that it considered any remedies relating to access to benefits.
vii. The Secretary of State was wrong to argue that any declaration of incompatibility in this case would be the same as the declaration of incompatibility in Steinfeld. The declaration in this case was about access to benefits, not about access to civil partnerships, and related to different statutory provisions.
viii. He invited a comparison between this case and McLaughlin. By the time of the hearing in the Supreme Court, Parliament had removed the discrimination prospectively, yet the Supreme Court still made a declaration of incompatibility, because the legislation was still in force under transitional provisions. Parliament made a remedial order with retrospective effect. Parliament should be given the same opportunity in this case.
i. Bereavement allowance is payable weekly for 52 weeks.
ii. The rate is set by section 39C; it is to be prescribed in regulations. On 6 April 2017, the rate was £112 per week.
iii. A condition of entitlement was that the applicant's spouse or civil partner had died.
iv. The time limit for applying was in regulation 19 of the 1987 Regulations. It was three months from the date of the relevant death, subject to extension in some cases.
Discussion
i. Is there discrimination for the purposes of article 14 between Ms Kelly and her proposed comparator?
ii. If so, is a declaration of incompatibility about sections 36 and 39B of the 1992 Act appropriate?
Discrimination
i. Do the circumstances fall within the ambit of a Convention right?
ii. Has there been a difference in treatment between two persons who are in an analogous situation?
iii. Is that difference of treatment on the ground of one of the characteristics listed in article 14, or 'other status'?
iv. Is there an objective justification for the difference in treatment?
Should this court exercise its discretion to make a declaration of incompatibility?
i. Article 13, the right to an effective remedy, is not one of the 'Convention rights' for the purposes of the HRA.
ii. The HRA is itself a carefully crafted remedial scheme, as I will now explain. Its unifying theme is that even where a court finds that primary legislation is incompatible with Convention rights, the ultimate arbiter of the extent to which any statutory incompatibility should be remedied is Parliament or the executive (section 10). Parliament may even decide to enact legislation which is or may be incompatible with Convention rights (section 19(1)). Section 6, significantly, does not apply to either House of Parliament or to any person exercising a function in connection with proceedings in Parliament (section 6(3)(b)).
Conclusion
i. I do not consider that sections 36 and 39B, to the ghostly extent to which they are still in force, discriminate against Ms Kelly contrary to article 14 read with A1P1 or with article 8.
ii. If for any reason that conclusion is wrong, I do not consider that it would be appropriate for this court to exercise its power to make a declaration of incompatibility.
Lady Justice King
Lord Justice Underhill