12 152/84 Marshall v. Southampton and South-W est Hampshire Ar ea Health Authority, ECLI:EU:C:1986:84, para. Marshall v Southampton and South-West Hampshire Area Health Authority Notes on Academic Writings X: Discriminatory Retirement Ages, European Industrial Relations Review 1986 n 148 p.18-21 Jacobs, A.T.J.M. 24 ), WHICH THE MEMBER STATES WERE TO TRANSPOSE INTO NATIONAL LAW , ACCORDING TO ARTICLE 8 ( 1 ) THEREOF , WITHIN SIX YEARS OF ITS NOTIFICATION . THE PROPOSED DIRECTIVE WOULD , ACCORDING TO ARTICLE 2 ( 1 ) THEREOF , APPLY TO ' BENEFITS INTENDED TO SUPPLEMENT THE BENEFITS PROVIDED BY STATUTORY SOCIAL SECURITY SCHEMES OR TO REPLACE THEM ' . 81 Comments Please sign inor registerto post comments. In conclusion it could be said that the decision of Marshall v Southampton AHA was set out as a precedent to ensure no private bodies are held liable for a states failure to implement a directive and directives are only vertically directly effective with the exception of fulfilling one of the requirements set out by the case of Foster as being an emanation of the state. as men did not have to retire until 65. THEY CONTEND IN PARTICULAR , WITH REGARD TO ARTICLES 2 ( 1 ) AND 5 ( 1 ) OF DIRECTIVE NO 76/207 , THAT THOSE PROVISIONS ARE SUFFICIENTLY CLEAR TO ENABLE NATIONAL COURTS TO APPLY THEM WITHOUT LEGISLATIVE INTERVENTION BY THE MEMBER STATES , AT LEAST SO FAR AS OVERT DISCRIMINATION IS CONCERNED . A $20,000 Capacity Building Grant from Virginia Housing is helping an African American-led community development organization out of Charlottesville create its strategic plan. discrimination on grounds of sex, contrary to the Equal Treatment Directive Walrave v Koch (case 36/74) [1974] ECR 1405, DeFrenne v Sabeena (case 43/75) [1976] ECR 455, Administrazione Dealla Finanze dello Stato v Simmenthal (case 106/77) [1978] ECR 629, Minister of the Interior v Daniel Cohn-Bendit [1980] 1 CMLR 543; (before the French Conseil D'Etat), Macarthys Ltd v Smith [1979] 3 All ER 325, Garland v British Rail Engineering Ltd [1982] 2 All ER 402, Von Colson and Kamann v Land Nordrhein-Westfalen (case 14/83) [1984] ECR 1891, On the Application of Wunsche Handelsgesellschaft (Solange II) [1987] 3 CMLR 225; before the German Federal Constitutional Court, Marleasing SA v La Commercial Internacional de Alimentacion SA (case C-106/89) [1990] ECR I-4135, Francovich and Bonifaci v Italy (cases 6/90 and 9/90) [1991] ECR I-5357; [1993] 2 CMLR 66, Duke v GEC Reliance Ltd [1988] 1 All ER 626, Litster and others v Forth Dry Dock and Engineering Co Ltd and another [1989] 1 All ER 1134, Factortame Ltd and others v Secretary of State for Transport [1989] 2 All ER 692, Factortame Ltd and others v Secretary of State for Transport (No 2) (Case C-213/89) [1991] 1 All ER 70, R v Secretary of State for Transport, ex parte Factortame (no.2) [1991] 1 All ER 70 (House of Lords), Thoburn v Sunderland City Council and other appeals [2002] EWHC 195 Admin; [2003] QB 151; [2002] 4 All ER 156, Chapter twelve: The governance of Scotland and Wales, Chapter thirteen: Substantive grounds of judicial review 1: illegality, irrationality and proportionality, Chapter fourteen: Procedural grounds of judicial review, Chapter fifteen: Challenging governmental decisions: the process, Chapter seventeen: Human rights I: Traditional perspectives, Chapter eighteen: Human rights II: Emergent principles, Chapter nineteen: Human rights III: New substantive grounds of review, Chapter twenty: Human rights IV: The Human Rights Act 1998, Chapter twenty-one: Human rights V: The impact of The Human Rights Act 1998, Chapter twenty-two: Human rights VI: Governmental powers of arrest and detention, Chapter twenty-three: Leaving the European Union. British Gas was a Van Gend en Loos v Nederlandse Tariefcommissie (case 26/62) [1963] ECR 1. The court identified that there were two types of direct effect, vertical direct effect and horizontal direct effect. Automatically reference everything correctly with CiteThisForMe. In the case of Marshall v Southampton and South West Hampshire AHA a reference was made under Article 234 on the issue of whether different retirement ages for men and women in the UK amounted to discrimination under Directive 76/207, the Equal Access Directive; the ECJ confirmed that it was. Decision on costs However, while direct effect would allow legal actions based on directives against the state ( vertical direct effect ), the ECJ did accept that the 'state' could . [41] In support of that view, the appellant points out that directives are capable of conferring rights on individuals which may be relied upon directly before the courts of the Member States; national courts are obliged by virtue of the binding nature of a directive, in conjunction with Article 5 of the EEC Treaty, to give effect to the provisions of directives where possible, in particular when construing or applying relevant provisions of national law (judgment of 10 April 1984 in Case 14/83 von Colson and Kamann v Land Nordrhein-Westfalen [1984] ECR 189 1). In Doughty V Rolls Royce plc , a publicly owned manufacturing company was held not to be an emanation of the state since it failed the first and third criteria of the Foster Test. More information about the United Kingdom is available on the United Kingdom Page and from other Department of State publications and other sources listed at the end of this fact sheet. Operative part, 1 . These features are still under development; they are not fully tested, and might reduce EUR-Lex stability. including pounds 7,710 for interest. Append an asterisk (, Other sites managed by the Publications Office, Portal of the Publications Office of the EU. It could never be horizontally directly affective. 748, the Courtheld thatwhereverthe provisionsa of asdirectiveappear, far 688 Gaz:152/84. 10 THE INDUSTRIAL TRIBUNAL DISMISSED THE APPELLANT ' S CLAIM IN SO FAR AS IT WAS BASED ON INFRINGEMENT OF THE SEX DISCRIMINATION ACT , SINCE SECTION 6 ( 4 ) OF THAT ACT PERMITS DISCRIMINATION ON THE GROUND OF SEX WHERE IT ARISES OUT OF ' PROVISION IN RELATION TO RETIREMENT ' ; THE INDUSTRIAL TRIBUNAL TOOK THE VIEW THAT THE RESPONDENT ' S GENERAL POLICY CONSTITUTED SUCH PROVISION . [40] The appellant and the Commission consider that the question must be answered in the affirmative. Article 249 states that regulations are directly applicable and of general application. When she was dismissed at age 62, the sole reason given for her dismissal was that she had passed the normal retirement age applied by the respondents to women. 2.I or your money backCheck out our premium contract notes! the amount of compensation recoverable by way of reparation. Judgement for the case Marshall v Southampton and South West Hampshire Area Health Authority (no.2) This related to the case of Marshall no.1 (see above under "General Reading"). The free movement of goods is an essential element of the internal market and both EU legislation and the decisions of the Court of Justice support the achievement of this aspect of economic integration. Euro Brokers Holdings Ltd v Monecor (London) Ltd. Case Summary of Euro Brokers Holdings Ltd v Monecor (London) Ltd [2003] 1 BCLC 506. and which cited Case 152/84 Marshall [1986] ECR 723, referred to above. It would not therefore be proper to put persons employed by the State in a better position than those who are employed by a private employer. CONSEQUENTLY , THE EXCEPTION TO THE PROHIBITION OF DISCRIMINATION ON GROUNDS OF SEX PROVIDED FOR IN ARTICLE 7 ( 1 ) ( A ) OF DIRECTIVE NO 79/7 APPLIES ONLY TO THE DETERMINATION OF PENSIONABLE AGE FOR THE PURPOSES OF GRANTING OLD-AGE AND RETIREMENT PENSIONS AND THE POSSIBLE CONSEQUENCES THEREOF FOR OTHER BENEFITS . If a certain provision of EU law is horizontally directly effective, then citizens are able to rely on it in actions against each other. 1 (1986) and Fos. 55 IT FOLLOWS THAT ARTICLE 5 OF DIRECTIVE NO 76/207 DOES NOT CONFER ON THE MEMBER STATES THE RIGHT TO LIMIT THE APPLICATION OF THE PRINCIPLE OF EQUALITY OF TREATMENT IN ITS FIELD OF OPERATION OR TO SUBJECT IT TO CONDITIONS AND THAT THAT PROVISION IS SUFFICIENTLY PRECISE AND UNCONDITIONAL TO BE CAPABLE OF BEING RELIED UPON BY AN INDIVIDUAL BEFORE A NATIONAL COURT IN ORDER TO AVOID THE APPLICATION OF ANY NATIONAL PROVISION WHICH DOES NOT CONFORM TO ARTICLE 5 ( 1 ). The House of Lords held that it was not bound to apply the directive despite the case of Duke involving the identical point to that in Marshall, however the employer was not the state, but a private company. SOCIAL POLICY - MEN AND WOMEN WORKERS - ACCESS TO EMPLOYMENT AND WORKING CONDITIONS - EQUAL TREATMENT - POLICY LINKING ENTITLEMENT TO A STATE RETIREMENT PENSION AND DISMISSAL - DIFFERENT PENSIONABLE AGE FOR MEN AND WOMEN - DISCRIMINATION, ( COUNCIL DIRECTIVE NO 76/207 , ART . marshall v southampton health authority 1986 summary . general, did not have horizontal direct effect. The employment appeal tribunal affirmed the industrial tribunal on the first point, yet set aside the decision on the second point, on the basis that an individual had no locus standi and could not rely upon such a violation in proceedings before a United Kingdom court or tribunal. EN RU CN DE ES. government. National law must be interrupted in light of the wording and the purpose of the directive to extend the scope of directives. 39 SINCE THE FIRST QUESTION HAS BEEN ANSWERED IN THE AFFIRMATIVE , IT IS NECESSARY TO CONSIDER WHETHER ARTICLE 5 ( 1 ) OF DIRECTIVE NO 76/207 MAY BE RELIED UPON BY AN INDIVIDUAL BEFORE NATIONAL COURTS AND TRIBUNALS . 6 IN THAT RESPECT IT APPEARS FROM THE DOCUMENTS BEFORE THE COURT THAT THE RESPONDENT HAS FOLLOWED A GENERAL POLICY SINCE 1975 THAT ' THE NORMAL RETIREMENT AGE WILL BE THE AGE AT WHICH SOCIAL SECURITY PENSIONS BECOME PAYABLE ' . Case 152/84Marshall v.Southampton and S.W. 7 SECTIONS 27 ( 1 ) AND 28 ( 1 ) OF THE SOCIAL SECURITY ACT 1975 , THE UNITED KINGDOM LEGISLATION GOVERNING PENSIONS , PROVIDE THAT STATE PENSIONS ARE TO BE GRANTED TO MEN FROM THE AGE OF 65 AND TO WOMEN FROM THE AGE OF 60 . The measures should be sufficiently effective GROUP TUTORING. [I]t is necessary to consider whether Article 5 (1) of Directive No. was not necessarily consistent with the requirement of ensuring real equality Any opinions, findings, conclusions, or recommendations expressed in this material are those of the authors and do not reflect the views of LawTeacher.net. European Court reports 1986 Page 00723 Swedish special edition Page 00457 Finnish special edition Page 00477, Summary Story of CaseMine, NCR based startup that's disrupting Indian legal system using AI. 17 PURSUANT TO THE LAST-MENTIONED PROVISION , THE COUNCIL ADOPTED DIRECTIVE NO 79/7/EEC OF 19 DECEMBER 1978 ON THE PROGRESSIVE IMPLEMENTATION OF THE PRINCIPLE OF EQUAL TREATMENT FOR MEN AND WOMEN IN MATTERS OF SOCIAL SECURITY ( OFFICIAL JOURNAL 1979 , L 6 , P . 76/207, which implements the principle of equality of treatment set out in Article 2(1) of the directive, may be considered, as far as its contents are concerned, to be unconditional and sufficiently precise to be relied upon by an individual as against the State, it must be stated that the provision, taken by itself, prohibits any discrimination on grounds of sex with regard to working conditions, including the conditions governing dismissal, in a general manner and in unequivocal terms. This was finally made explicit by the ECJ in its decision in M.H. Indirect effect was later brought to fill in the gaps of direct effect of directives where it left people that are employed by private companies at a disadvantage as the direct effect of directives was only vertically applicable, and for cases where the Van Gend en Looos criteria wasnt satisfied. Marshall v Southampton Health Authority 1986 Directives ~may not of itself impose obligations on an individual~ therefore there is no horizontal direct effect. It assessed her financial loss at pounds 18,405, However, even though the case affirmed that there would be no horizontal effect, it still found the AHA possibly in breach of the directive if it would be deemed a state actor. The fundamental problem was therefore to determine the meaning and scope FROM 23 MAY 1974 SHE WORKED UNDER A CONTRACT OF EMPLOYMENT AS SENIOR DIETICIAN . HOWEVER , THE CLAIM THAT THE PRINCIPLE OF EQUALITY OF TREATMENT LAID DOWN BY DIRECTIVE NO 76/207 HAD BEEN INFRINGED WAS UPHELD BY THE INDUSTRIAL TRIBUNAL . 18 ACCORDING TO ARTICLE 7 ( 1 ) THEREOF , THE DIRECTIVE IS TO BE : ' WITHOUT PREJUDICE TO THE RIGHT OF MEMBER STATES TO EXCLUDE FROM ITS SCOPE : ( A ) THE DETERMINATION OF PENSIONABLE AGE FOR THE PURPOSES OF GRANTING OLD-AGE AND RETIREMENT PENSIONS AND THE POSSIBLE CONSEQUENCES THEREOF FOR OTHER BENEFITS ' . Mitsubishi Pajero Short, It also identified that the applicant was able to use the directive against her employer but only because her employer was in fact the Health Service, an organ of the state. 2012] OJ C326/47 Article 267 2 For instance, in the case law "Marshall v Southampton and South West Hampshire Area Health Authority" (1986)7, a judgment in favor of the plaintiff of CJEU was rendered on the request of a preliminary ruling from Court of Appeal . Horizontal direct effect concerns the relationship between individuals (including companies). Facts []. State was entitled to full reparation for the loss or damage he or she had [Case closed] Main proceedings. She claimed damages, but the national law had set a limit on the amount of damages claimable which was . Helen Marshall, a senior dietitian, claimed that her dismissal on grounds of being old violated the Equal Treatment Directive 1976.She was an employee of an Area Health Authority (or "AHA"), a body established by the UK government under the National Health Service Act 1977, as amended by the Health Services Act 1980.. Marshall was dismissed after 14 years on 31 March 1980 . C-152/84 - Marshall v Southampton and South-West Hampshire Area Health Authority. '. The government argued that the directive could not be relied upon against the AHA as: the AHA was acting in a private capacity as an employer, and, The Equal Treatment Directive can be relied upon against the AHA, The Directive precludes sex discrimination in retirement age in national legislation, Directives do not have horizontal effect; under Article 288 TFEU, directives are binding only upon each member state to which it was addressed, But directives can have vertical direct effect against a member states regardless of the capacity in which it was acting whether as an employer or as a public authority, In either case, it is necessary to prevent the State from taking advantage of its own failure to comply with EU law, The argument by the UK government that this would give rise to an arbitrary and unfair distinction between the rights of private and public employees does not justify any other conclusion, such a distinction can be avoided if the member state has correctly implemented the directive into national law, The test for a public authority is a functional one: whether an entity is carrying out a public service with special powers, Unfairness can be result as an applicant employed by a private hospital would not have been able to rely on the Directive, creating a two tier legal system for public and private employers, The estoppel argument (that the government cannot rely on its own failure to implement a directive) cannot justify application of the directive to the AHA since it is not responsible for transposing the terms of directive into national law. There was an implied obligation under the former Art 4(3) This therefore indicates that the article seems to suggest that directives are not intended to operate as law within national systems, since that is the role envisaged for the relevant national implementing measures.This therefore leads to the problem that directives are addressed to Member States and therefore individuals are not expected to be held liable for a states failure to implement or be held liable for something that is addressed to a Member State as a form of instructions. Because directives in It was later explained that vertical direct effect may also affect bodies that could be described as an emanation of the state. Oxbridge Notes in-house law team. SOCIAL POLICY - MEN AND WOMEN WORKERS - ACCESS TO EMPLOYMENT AND WORKING CONDITIONS - EQUAL TREATMENT - EXCEPTIONS WITH REGARD TO SOCIAL SECURITY MATTERS - EXCEPTION WITH REGARD TO PENSIONABLE AGE - STRICT INTERPRETATION, ( COUNCIL DIRECTIVE NO 76/207 , ART . restoring real equality of treatment. By using The award of interest in accordance with national rules must be It concerned a Miss Marshall who had been employed as a Senior Dietician with the Southampton and South West Hampshire Area Health Authority (Teaching) from the 23rd of May 1974 until her dismissal on the 31st of March 1980, that is to say four weeks after she reached the age of 62. THE COURT OF APPEAL STATES THAT , ALTHOUGH THAT POLICY WAS NOT EXPRESSLY MENTIONED IN THE APPELLANT ' S CONTRACT OF EMPLOYMENT , IT NONE THE LESS CONSTITUTED AN IMPLIED TERM THEREOF . The ECJ later indentified that the national courts should decide what bodies a Directive could be enforced using vertical direct effect. Southampton and South-West Hamp.shire Area Health Authority (Teaching) [1986] 2 W.L.R. Search result: 1 case (s) 1 documents analysed. Is the law in this area satisfactory? EN. See also Donau Chemie , para 24. 30 THE UNITED KINGDOM , WHICH ALSO TAKES THAT VIEW , MAINTAINS , HOWEVER , THAT TREATMENT IS CAPABLE OF BEING DISCRIMINATORY EVEN IN RESPECT OF A PERIOD AFTER RETIREMENT IN SO FAR AS THE TREATMENT IN QUESTION ARISES OUT OF EMPLOYMENT OR EMPLOYMENT CONTINUES AFTER THE NORMAL CONTRACTUAL RETIREMENT AGE . View examples of our professional work here. disparities in retirement age.2 The case of Marshall v. Southampton and South West Hampshire Area Health Authority3 has attracted, in this country, more publicity than the other two cases, not least . ON THE INTERPRETATION OF COUNCIL DIRECTIVE NO 76/207/EEC OF 9 FEBRUARY 1976 ON THE IMPLEMENTATION OF THE PRINCIPLE OF EQUAL TREATMENT FOR MEN AND WOMEN AS REGARDS ACCESS TO EMPLOYMENT , VOCATIONAL TRAINING AND PROMOTION , AND WORKING CONDITIONS ( OFFICIAL JOURNAL 1976 , L 39 , P . [49] In that respect it must be pointed out that where a person involved in legal proceedings is able to rely on a directive as against the State he may do so regardless of the capacity in which the latter is acting, whether employer or public authority. as a result of discriminatory dismissal. Critically discuss with reference to decided cases and academic opinion. A number of cases have considered and applied the Foster (1990) criteria. H . 21 BY THE FIRST QUESTION THE COURT OF APPEAL SEEKS TO ASCERTAIN WHETHER OR NOT ARTICLE 5 ( 1 ) OF DIRECTIVE NO 76/207 MUST BE INTERPRETED AS MEANING THAT A GENERAL POLICY CONCERNING DISMISSAL , FOLLOWED BY A STATE AUTHORITY , INVOLVING THE DISMISSAL OF A WOMAN SOLELY BECAUSE SHE HAS ATTAINED OR PASSED THE QUALIFYING AGE FOR A STATE PENSION , WHICH AGE IS DIFFERENT UNDER NATIONAL LEGISLATION FOR MEN AND FOR WOMEN , CONSTITUTES DISCRIMINATION ON GROUNDS OF SEX , CONTRARY TO THAT DIRECTIVE . 56 CONSEQUENTLY , THE ANSWER TO THE SECOND QUESTION MUST BE THAT ARTICLE 5 ( 1 ) OF COUNCIL DIRECTIVE NO 76/207 OF 9 FEBRUARY 1976 , WHICH PROHIBITS ANY DISCRIMINATION ON GROUNDS OF SEX WITH REGARD TO WORKING CONDITIONS , INCLUDING THE CONDITIONS GOVERNING DISMISSAL , MAY BE RELIED UPON AS AGAINST A STATE AUTHORITY ACTING IN ITS CAPACITY AS EMPLOYER , IN ORDER TO AVOID THE APPLICATION OF ANY NATIONAL PROVISION WHICH DOES NOT CONFORM TO ARTICLE 5 ( 1 ). [2003] ECR I-10290, Marshall v Southampton and S W Hampshire Area Health Authority [1986] 1 QB 401, Marleasing SA v La Comercial . of equality, it must be adequate in that it must enable the loss and damage Will Lawyers and Judges be replaced by Artificial Intelligence ( AI ) Legal AI Co. CaseMine Launches English Law Research System. [43] The respondent and the United Kingdom propose, conversely, that the second question should be answered in the negative. The Tribunal had awarded, in compliance with an EC directive, a payment including interest. Judgment of the Court of 26 February 1986. REFERENCE TO THE COURT UNDER ARTICLE 177 OF THE EEC TREATY BY THE COURT OF APPEAL OF ENGLAND AND WALES FOR A PRELIMINARY RULING IN THE PROCEEDINGS PENDING BEFORE THAT COURT BETWEEN, SOUTHAMPTON AND SOUTH-WEST HAMPSHIRE AREA HEALTH AUTHORITY ( TEACHING ). 9 German food law at the time prescribed that for certain food products any deviation from the original recipe (in this case, e.g., the use of vegetable oils instead of eggs and butter in the production of certain biscuits) should be clearly stated on the product packaging. 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