Summary
Under the Abbott v Philbin rule, a court should ordinarily follow an appellate decision from another UK jurisdiction on an identical issue concerning identically worded UK legislation enacted for a uniform system. Departure requires a compelling reason, at least clear wrongness; mere disagreement, different argument or Convention context is insufficient. In social-security discrimination cases, inability to work throughout a deceased person’s working life because of disability can constitute an objectively determinable “other status” under article 14. Applying the Bank Mellat proportionality questions, the contribution condition was not justified in that class. Administrative simplicity and the contributory principle did not outweigh the discriminatory impact. Section 3 of the Human Rights Act permitted the disability exception to be read into the legislation.
Factual background
The claimant’s wife had severe congenital muscular dystrophy and had never paid national insurance contributions. His claim for bereavement support payment was refused because the contribution condition in the Pensions Act 2014 was not met.
Kerr J upheld the judicial review claim in [2022] EWHC 2298 (Admin), declaring that the condition could be treated as met where the deceased had been unable to work throughout her working life because of disability. He followed the Northern Ireland Court of Appeal’s decision in O’Donnell. The Secretary of State appealed on the weight to be given to O’Donnell, the existence of an article 14 status, justification and the availability of a section 3 remedy.
Held
- The appeal was dismissed. Underhill LJ gave the leading judgment, with Laing LJ and Falk LJ agreeing.
- The Abbott v Philbin rule is a rule of practice. Where an appellate court in Scotland or Northern Ireland has decided an identical issue concerning identically worded UK legislation intended to operate uniformly, a later court should follow that decision unless there is a compelling reason to depart. The minimum requirement is that the earlier decision is clearly wrong. Mere disagreement, a different presentation of the case, or the Convention context does not suffice. A High Court judge should be particularly slow to depart from such a decision.
- “Inability to work” throughout the deceased’s working life because of disability is capable of constituting an objectively determinable “other status” for article 14 purposes. The necessary assessment may involve evaluating objectively established facts. The existence of matters of degree does not create the conceptual uncertainty identified in MOC.
- The legitimate aims of the contribution condition, including the contributory principle, administrative simplicity and certainty, were rationally connected to it. However, following O’Donnell, the Secretary of State had not shown that applying the condition to spouses of people unable to work through disability was justified. The absence of a simple proxy and the administrative burden were insufficient to outweigh the discriminatory effect. The court expressed doubts about the reasoning but found no compelling reason to depart from O’Donnell.
- The reference in O’Donnell to the UNCRC and UNCRPD was obiter. The finding of Thlimmenos discrimination was established by the preceding reasoning independently of those treaties.
- The disability exception could be read into section 31 under section 3 of the Human Rights Act 1998. Although the Court considered the issue less straightforward than the lower courts had suggested, O’Donnell had decided as a matter of ratio that the statutory language could be read down, and no compelling reason justified a different conclusion.
The court’s approach to earlier authorities
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Appellate history
- Court of Appeal (Civil Division): Appeal dismissed.
- High Court of Justice, King’s Bench Division, Administrative Court: Kerr J upheld the claim and granted a declaration in [2022] EWHC 2298 (Admin) , also reported at [2023] 1 WLR 711 .
Appeal route
- Appealed from[2022] EWHC 2298 (Admin)This appealappeal dismissed
- This judgment [2023] EWCA Civ 1156 Court of Appeal (Civil Division)
- Appealed to[2025] UKSC 42Outcomeappeal allowed unanimously
Key cases cited
21 authorities cited.
- R v Secretary of State for Work and Pensions and others [2021] UKSC 26
- In the matter of an application by Siobhan McLaughlin for Judicial Review (Northern Ireland) [2018] UKSC 48
- R (on the application of Carmichael and Rourke) v Secretary of State for Work and Pensions [2016] UKSC 58
- Cameron Mathieson, a deceased child v Secretary of State for Work and Pensions [2015] UKSC 47
- Bank Mellat v Her Majesty's Treasury (No 1) [2013] UKSC 38
- R (on the application of RJM) (FC) (Appellant) v Secretary of State for Work and Pensions (Respondent) [2008] UKHL 63
- Ghaidan (Appellant) v. Godin-Mendoza (FC) (Respondent) [2004] UKHL 30
- DK (R on the application of) v The Commissioners for HMRC [2022] EWCA Civ 120
- MOC v Secretary of State for Work and Pensions [2022] EWCA Civ 1
- O’Donnell v Department for Communities [2020] NICA 36
- Stevenson v The Secretary of State for Work and Pensions [2017] EWCA Civ 2123
- Secretary of State for Work & Pensions v Deane [2010] EWCA Civ 699
- Morelle Ltd v Wakeling [1955] 2 QB 379
- Guberina v Croatia (2018) 66 EHRR 11
- Clift v United Kingdom [2010] ECHR 1106
- Thlimmenos v Greece (2000) 31 EHRR 15
- Secretary of State for Employment and Productivity v Clarke Chapman & Co Ltd [1971] 1 WLR 1094
- Abbott v Philbin [1960] Ch 27
- Forbes’ Trustees v Inland Revenue Commissioners [1958] SC 177
- In Re Hartland; Banks v Hartland [1911] 1 Ch 459
- R (SB) 1/90 R (SB) 1/90
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Cases citing this case
4 later cases · 3 positive · 1 caution
Most senior citing decisions:
- Haytop Country Park Limited v Amber Valley Borough Council [2025] EWCA Civ 1442 applied
- Warren Augustine v Data Cars Limited [2025] EWCA Civ 658 applied
- Dudley Metropolitan Council v Marilyn Mailley [2023] EWCA Civ 1246 distinguished
- YVR (R on the application of) v Birmingham City Council [2024] EWHC 701 (Admin)
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