“[133]. It is common ground that five questions arise in an art 14 inquiry, based on the approach of Brooke LJ in Wandsworth London BC v Michalak[2002] EWCA Civ 271 at [20], [2002] 4 ER 1136 at [20],[2003] 1 WLR 617 as amplified in R (on the application of Carson) v Secretary of Sate for Work and Pensions[2002] EWHC 978 (Admin) at [52],[2002] 3 All ER 994 at [52] affirmed[2003] EWCA Civ 797 ,[2003] 3 All ER 577 . The original four questions were: (i) Do the facts fall within the ambit of one or more of the convention rights? (ii) Was there a difference in treatment in respect of that right between the complainant and others put forward for comparison? (iii) Were those others in an analogous situation? (iv) Was the difference in treatment objectively justifiable, ie did it have a legitimate aim and bear a reasonable relationship of proportionality to that aim? [134]. The additional question is whether the difference in treatment is based on one or more of the grounds proscribed – whether expressly or by inference – in art 14. The appellant argued that that question should be asked after question (iv), the respondent that it should be asked after question (ii). In my view, the Michalak questions are a useful tool of analysis but there is a considerable overlap between them: in particular between whether the situations to be compared were truly analogous, whether the difference in treatment was based on a proscribed ground and whether it had an objective justification. If the situations were not truly analogous it may be easier to conclude that the difference was based on something other than a proscribed ground. The reasons why their situations are analogous but their treatment different will be relevant to whether the treatment is objectively justified. A rigidly formulaic approach is to be avoided.”
“The Commission notes that the relevant legislation, insofar as it seeks to regulate the assessment of maintenance payments by absent parents, does not by its very nature affect family life. Nor … has [the applicant] shown that the effect of the operation of the legislation in his case is of such a nature and degree as to disclose any lack of respect for his rights under art 8.”
“… the Court reiterates that, according to the established case-law of the Convention institutions, long-term homosexual relationships between two men do not fall within the scope of the right to respect for family life protected byarticle 8 of the Convention ….The Court considers that, despite the growing tendency in a number of European states towards the legal and judicial recognition of stable de facto partnerships between homosexuals, this is, given the existence of little common ground between the Contracting States, an area in which they still enjoy a wide margin of appreciation…”
“37. … very weighty reasons have to be put forward before the court could regard a difference in treatment based exclusively on the ground of sex as compatible with the convention ….. Just like differences based on sex, differences based on sexual orientation require particularly serious reasons by way of justification (see Smith and Grady v UK[1999] ECHR 33985 /96, §90; SL v Austria[2003] ECHR 45330 /99 §37). ……………….. 40. The court can accept that the protection of the family in the traditional sense is, in principle, a weighty and legitimate reason which might justify a difference in treatment (see Mata Estevez v Spain…(admissibility decision,10 May 2001 ) with further references). It remains to be ascertained whether, in the circumstances of the case, the principle of proportionality has been respected. 41. The aim of protecting the family in the traditional sense is rather abstract and a broad variety of concrete measures may be used to implement it. In cases in which the margin of appreciation afforded to member states is narrow, as [is] the position where there is a difference in treatment based on sex or sexual orientation, the principle of proportionality does not merely require that the measure chosen is in principle suited for realising the aim sought. It must also be show that it was necessary to exclude persons living in a homosexual relationship from [the protective measure] in order to achieve that aim. The court cannot see that the government has advanced any arguments that would allow of such a conclusion.”
“17…….. A homosexual couple, as much as a heterosexual couple, share each other’s life and make their home together. They have an equivalent relationship. There is no other rational or fair ground for distinguishing the one couple from the other in this context: see the discussion in Fitzpatrick’s case … 18. This being so, one looks in vain to find justification for the difference in treatment of homosexual and heterosexual couples…. Here the difference in treatment falls at the first hurdle: the absence of a legitimate aim. None has been suggested by the First Secretary of State, and none is apparent. In so far as admissibility decisions such as S v UK (1986) 47 DR 274 and Roosli v Germany (1996) 85 DR 149 adopted a different approach from that set out above, they must now be regarded as superseded by the recent decision of the European Court of Human Rights in Karner’s case.”
“In this context the Court recalls its case-law according to which the principle of legal certainty, which is necessarily inherent in the law of the Convention, may dispense states from questioning legal acts or situations that antedate judgments of the court declaring domestic legislation incompatible with the Convention. The same considerations apply where a constitutional court annuls domestic legislation as being unconstitutional (see Marckx v Belgium…§58). Moreover, it has been accepted, in view of the principle of legal certainty, that a constitutional court may set a time-limit for the legislator to enact new legislation with the effect that an unconstitutional provision remains applicable for a transitional period….”
“52. I cannot accept this submission. It may be that, echoing the language of the European Court of Human Rights in Marckx v Belgium …, the principle of legal certainty dispenses the United Kingdom government from reopening legal acts or situations which antedate the judgment in Goodwin. But that is not the present case. In the present cases. 11(c) of the Matrimonial Causes Act 1973 remains a continuing obstacle to Mr and Mrs Bellinger marrying each other. 53. It may also be that there are circumstances where maintaining an offending law in operation for a reasonable period pending enactment of corrective legislation is justifiable. An individual may then not be able, during the transitional period, to complain that his rights have been violated. The admissibility decision of the Court in Walden v Liechtenstein … is an example of this pragmatic approach to the practicalities of government. But the question now under consideration is different. It is more general. The question is whether non-recognition of gender reassignment for the purposes of marriage is compatible with articles 8 and 12. The answer to this question is clear: it is not compatible. The European Court of Human Rights so found in July 2002 in Goodwin and the Government has so accepted. What was held to be incompatible in 2002 has not now, for the purposes of section 4, become compatible. The government’s announcement of forthcoming legislation has not had that effect, nor could it. That would make no sense.”
“25. Regulation 7 is an anti–abuse provision. It excludes two categories of cases from housing benefit. One category consists of cases in which the housing benefit scheme is being abused. The other category consists of cases in which there is a risk that the housing benefit might be abused. In this category, actual abuse does not have to be shown. The risk and the difficulties of proof justify a provision that is not limited to actual abuse. 26. Obviously, regulation 7 does not cover every case in which there is a risk that the housing benefit scheme might be abused. If it did, it would be very much longer. Even then it would inevitably be incomplete. It is possible to speculate with some accuracy about the general process by which the policy makers devised the present form of the regulation. There must have been a selection of the circumstances that would be included. That selection must have involved a judgment of the likelihood and frequency with which the risk of abuse would arise. And that judgment must have been based on evidence of actual circumstances that had been found to arise in practice. 27. In that context, it is not necessarily the case that heterosexual and gay couples are in relevantly similar situations. They may not pose the same risk of abuse. There may be no significant difference between heterosexual and gay relationships other than the sexual orientation of the partners. But that does not mean that there is the same risk of abuse when the relationship comes to an end. Whether there is depends first on evidence and then on an assessment of the likelihood and frequency of risk shown by that evidence.”
“In principle, it does not suffice for an individual applicant to claim that the mere existence of a law violates his rights under the Convention; it is necessary to show that the law should have been [i.e. has been] applied to his detriment.”
“It is unlawful for a public authority to act in a way which is incompatible with a Convention right.”
“47. [T]he law of the Convention is settled on this point as to the scope of ‘possessions’ for the purposes of [Article 1P1]. The policy of the cases is, I think, that while states are in general free to grant, amend or discontinue social security benefits and to change the conditions of entitlement to them as they please without any Convention restraint, yet where contributions are exacted as a price of entitlement the contributor should be afforded a measure of protection: it has, so to speak, cost him something to acquire the benefit. 48. This approach throws much needed light on the scope of Art. 14 read with [Article 1P1] …. We can now see that the Strasbourg court has treated the payment of contributions as giving rise to a species of pecuniary right, such as to constitute a ‘possession’ for the purposes of [Article 1P1]. A reduction or qualification of the right to be paid for benefit thus engages [Article 1P1] although it may not amount to a violation of the article simpliciter because the Convention confers no right to receive any particular amount. However, the reduction or qualification is subject to the constraints of Art. 14: if it is done on discriminatory grounds, the discrimination must be justified.”
“primarily concerned with the formal expropriation of assets for a public purpose, and not with the regulation of rights between persons under private law unless the State lays hands - or authorises a third party to lay hands - on a particular piece of property for a purpose which is to serve the public interest.”
“[T]he court reiterates that, according to the established case law of the Convention institutions, long-term homosexual relationships between two men do not fall within the scope of the right to respect for family life protected byArticle 8 of the Convention …. The court considers that, despite the growing tendency in a number of European states toward the legal and judicial recognition of stable de facto partnerships between homosexuals, this is, given the existence of little common ground between the contracting states, an area in which they still enjoy a wide margin of appreciation …..”
“The court does not find it necessary to determine the notions of ‘private life’ or ‘family life’ because, in any event, the applicant’s complaint relates to the manner in which the alleged difference in treatment adversely affects the enjoyment of his right to respect for his home guaranteed underArt 8 of the Convention ….”
“This doctrine [sc. of the margin of appreciation] is an integral part of the supervisory jurisdiction which is exercised over state conduct by the international court. By conceding a margin of appreciation to each national system, the court has recognised that the Convention, as a living system, does not need to be applied uniformly by all states, but may vary in its application according to local needs and conditions. This technique is not available to the national courts when they are considering Convention issues arising within their own countries. But in the hands of the national courts also the Convention should be seen as an expression of fundamental principles rather than as a set of mere rules. The questions which the courts will have to decide in the application of these principles will involve questions of balance between competing interests and issues of proportionality.”
“In this area difficult choices may have to be made by the executive or the legislature between the rights of the individual and the needs of society. In some circumstances it will be appropriate for the court to recognise that there is an area of judgment within which the judiciary will defer, on democratic grounds, to the considered opinion of the elected body or person whose act or decision is said to be incompatible with the Convention.”
“The question calling for a decision in the present case is a question of statutory interpretation. It is whether a same sex partner is capable of being a member of the other partner’s family for the purposes of the Rent Act legislation. I am in no doubt that this question should be answered affirmatively. A man and a woman living together in a stable and permanent relationship are capable of being members of a family for this purpose. Once this is accepted, there can be no rational or other basis on which the like conclusion can be withheld from a similarly stable and permanent sexual relationship between two men or between two women.”
“This love and affection and commitment can exist in same sex relationships as in heterosexual relationships. In sexual terms a homosexual relationship is different from a heterosexual relationship, but I am unable to see that the difference is material for present purposes. As already emphasised, the concept underlying membership of family for present purposes is sharing lives together in a single family unit living in one house.”
“[I]t is interesting to note the use of the word ‘family’ in the judgment of Singer J In re W (a minor) (Adoption: homosexual adopter)[1998] Fam 58 , 59, where he said in relation to the placement of the child whose adoption was in dispute: “The family in question comprises two women living together in a lesbian relationship’. He there recognises the couple as constituting a family. That language seems to me to reflect what is now an ordinary usage.”
“17. … a homosexual couple, as much as a heterosexual couple, share each other’s life and make their home together. They have an equivalent relationship. There is no other rational or fair ground for distinguishing the one couple from the other in this context …. 18. This being so, one looks in vain to find justification for the different treatment of homosexual or heterosexual couples.”
“142. … Homosexual couples can have exactly the same sort of inter-dependent couple relationship as heterosexuals can. … 143. It follows that a homosexual couple whose relationship is marriage-like in the same ways that an unmarried heterosexual couple’s relationship is marriage-like are indeed in an analogous situation. Any difference in treatment is based on their sexual orientation. … 144. I have used the term ‘marriage-like’ to describe the sort of relationship which meets the statutory test of living together ‘as husband and wife’. Once upon a time it might have been difficult to apply those words to a same sex relationship because both in law and in reality the roles of the husband and wife were so different and those differences were defined by their genders. That is no longer the case.”
“In the present case I am clear that the provision of the Job Seeker’s Allowance and Income Support has not been made by the United Kingdom legislature and executive out of compliance with any actual or perceived positive obligation arising under Art. 8. Such positive obligations may arise where there is ‘a direct and immediate link between the measures sought by an applicant and the latter’s private and/or family life’ …. Recognised instances include circumstances where the criminal law is required to offer protection for family life against particular dangers …. But they cannot, in my judgment, extend to include whole swathes of a state’s social security system without embracing that system with the general duty vouchsafed for Art. 8.”
“Its purpose is, put crudely, to ensure that the [absent] parent’s family has enough to live on after child support maintenance has been paid. It operates as a kind of longstop to the formula. Its application is more favourable for a parent who is a member of a family.”
“162. … The fact that widows over 45 enjoyed a right to a pension until reaching the age of 65 was recognised an anomaly. Parliament decided to allow a transitional period until9 April 2001 before bringing in the new regime …, but it does not follow from this that there was any justification for making equivalent payments to widowers. To have done so would merely have increased the size of those to whom anomalous payments were being made. This would not have achieved any legitimate aim. 163. For these reasons we do not consider that the principle of just satisfaction entitles Mr Naylor to extra-statutory payments equivalent to a widow’s pension ….”