R (Delve and Glynn) v Secretary of State for Work and Pensions
[2020] EWCA Civ 1199
Case details
Case summary
The Court of Appeal dismissed the challenge to legislation that equalised and then raised the state pension age, applying the established Convention framework for discrimination claims and the manifestly without reasonable foundation (MWRF) standard of justification. The court held that Article 14 read with Article 1 of Protocol 1 was engaged but that the Government’s policy choices about timing and phasing of the Pensions Acts (1995, 2007, 2011 and 2014) fell within the wide margin of appreciation on social and economic policy and were not MWRF. The court also rejected claims of indirect sex (and combined sex/age) discrimination because there was no sufficient causal link between the neutral eligibility criterion and the disadvantage complained of, and held that the derogation in Article 7(1)(a) of Council Directive 79/7/EEC precluded the EU-law indirect sex discrimination claim. Finally, the court found no enforceable common-law duty to give individualised notice of legislative change and held the claim was time-barred in any event.
Case abstract
This appeal concerned two women born in the 1950s who challenged successive Pensions Acts (1995, 2007, 2011 and 2014) that equalised the state pension age for women with men and later raised the state pension age for cohorts to 66 (and subsequently higher ages for later cohorts). The claimants sought declarations that the legislation and its implementation unlawfully discriminated (under Article 14 ECHR in conjunction with Article 1 of Protocol 1, under EU law and the Social Security Directive, and under domestic common law) and that the Department failed to give adequate notice. Procedurally, the claim was originally considered in the Administrative Court ([2019] EWHC 2552 (Admin)) and permission to appeal was granted; the appeal was heard in the Court of Appeal ([2020] EWCA Civ 1199).
Nature of relief sought: declaratory relief and judicial review of the Pensions Acts and of the respondent’s notification practices.
Issues framed: (i) whether the claimants could rely on comparators (notably women born before 6 April 1950) for an Article 14/A1P1 age discrimination challenge and, if so, whether the difference in treatment was justified under the MWRF standard; (ii) whether the measures amounted to indirect sex discrimination (or combined sex/age discrimination) under EU law (including the Social Security Directive) or under Article 14; (iii) whether the Department owed a common-law or legitimate-expectation duty to give individualised notice of changes to state pension age; and (iv) whether the claims were out of time.
Court’s reasoning (concise): the court accepted that Article 14/A1P1 was engaged but declined to treat the comparator issue as peremptory: cohorts defined by date of birth can be valid comparators, but even if they were valid the MWRF test applies and the court would not substitute its judgment for Parliament on major social and fiscal policy. The evidence adduced by the Secretary of State about demographic change, life expectancy, dependency ratios and the consultation history demonstrated that the legislative choices were not manifestly without reasonable foundation. On EU law, Article 7(1)(a) of Council Directive 79/7/EEC (derogation) excluded the Social Security Directive claim. On indirect discrimination the court held there was no adequate causal link between a neutral eligibility criterion (common pension age) and the historic workplace disadvantages relied upon; treating the state pension as a means-tested substitute was not appropriate. On notification, the court refused to imply a broad common-law duty to give individualised notice of primary legislation, and found on the facts that the Department’s extensive publicity and targeted communications were not unreasonable. On delay, the claimants had standing from enactment and the claims were substantially out of time; Lang J’s extension of time did not preclude the court from refusing relief on grounds of undue delay.
Held
Appellate history
Cited cases
- Badmus v Secretary of State for the Home Department, [2020] EWCA Civ 657 positive
- R (Joint Council for the Welfare of Immigrants) v Secretary of State for the Home Department, [2020] EWCA Civ 542 positive
- R (DA) v Secretary of State for Work and Pensions, [2019] UKSC 21 positive
- Lord Chancellor v McCloud, [2018] EWCA Civ 2844 neutral
- O’Connor v Bar Standards Board, [2017] UKSC 78 neutral
- Essop v Home Office (Border Agency), [2017] UKSC 27 positive
- Animal Defenders International, R (On The Application of) v Secretary of State For Culture, Media and Sport, [2008] UKHL 15 positive
- Regina v Criminal Injuries Compensation Board, Ex parte A (A.P.), [1999] UKHL 21 positive
- Reg. v. Dairy Produce Quota Tribunal for England and Wales, Ex parte Caswell, [1990] 2 AC 738 positive
- Regina v. Secretary of State for the Environment, Ex parte Hammersmith and Fulham London Borough Council, [1991] 1 AC 521 neutral
- R (on the application of Lichfield Securities Ltd) v Lichfield DC, [2001] EWCA Civ 304 neutral
- R on the application of BAPIO Action Ltd v Secretary of State for the Home Department, [2007] EWCA Civ 1139 positive
- R (Bhatt Murphy) v Independent Assessor, [2008] EWCA Civ 755 neutral
- Humphreys v Revenue and Customs Commissioners, [2012] UKSC 18 positive
- R (Langford) v Secretary of State for Defence, [2019] EWCA Civ 1271 positive
- R (C) v Secretary of State for Work and Pensions, [2019] EWCA Civ 615 positive
- Zammit and Cassar v Malta, Appn 1046/12 positive
- JD and A v United Kingdom, Appn 32949/17 mixed
- Vrountou v Cyprus, Appn 33631/06 positive
- Carson v United Kingdom, Appn 42184/05 positive
- Minter v United Kingdom, Appn 62964/14 positive
- Ackermann and Fuhrmann v Germany, Appn 71477/01 mixed
- Barber v Guardian Royal Exchange Insurance Group, C-262/88 positive
- Richards v Secretary of State for Work and Pensions, C-423/04 positive
Legislation cited
- Civil Procedure Rules: Rule 31.16
- Council Directive 2000/78/EC: Article 3(1)
- Council Directive 79/7/EEC: Article 4
- Council Directive 79/7/EEC: Article 7(1)(a)
- European Convention on Human Rights: Article 14
- Pensions Act 1995: Section 126
- Pensions Act 1995: Schedule Schedule 4 – Part 1 of Schedule 4
- Senior Courts Act 1981: Section 31(6)