“(1) A person is a member of another’s family within the meaning of this Part if— (a) he is the spouse or civil partner of that person, or he and that person live together as if they were a married couple or civil partners, or (b) he is that person’s parent, grandparent, child, grandchild, brother, sister, uncle, aunt, nephew or niece. (2) For the purpose of subsection (1)(b)— (a) a relationship by marriage or civil partnership shall be treated as a relationship by blood, (b) a relationship of the half-blood shall be treated as a relationship of the whole blood, (c) the stepchild of a person shall be treated as his child, and (d) an illegitimate child shall be treated as the legitimate child of his mother and reputed father.” (a) he is the spouse or civil partner of that person, or he and that person live together as if they were a married couple or civil partners, or (b) he is that person’s parent, grandparent, child, grandchild, brother, sister, uncle, aunt, nephew or niece. (a) a relationship by marriage or civil partnership shall be treated as a relationship by blood, (b) a relationship of the half-blood shall be treated as a relationship of the whole blood, (c) the stepchild of a person shall be treated as his child, and (d) an illegitimate child shall be treated as the legitimate child of his mother and reputed father.”
“The meaning of “stepchild” would now be regarded as including “a child of one’s partner by a former relationship.”
“A person who is related to another as a result of a subsequent marriage or relationship of a parent, rather than through blood; a stepchild, step-parent, step-sibling etc.”
“In our judgment the words “a person is a member of another's family within the meaning of this Part if” are to be construed to mean that he is only a member of the family if he can bring himself within its ambit. Thus “child” must be limited to the closed categories stipulated in section 113(2), namely blood relationships, step-children and illegitimate children. When Parliament wished to extend the meaning to cover de facto relationships, it did so expressly, for example, by defining “spouse or civil partner” to include those who live together as husband and wife or as if they were civil partners. Absent such amplification there is in our judgment no room for extending the meaning of a “child” to cover a foster child. This definition of the terms distinguishes the Housing Act cases from the Rent Act cases and the flexibility afforded by the Fitzpatrick case does not apply in this case.” (Emphasis added)
“We have great sympathy for Mr Wall who was to all intents and purposes Mrs Wall’s son but he was short of that vital piece of paper—the adoption order—and without it he falls outside the definition of “child” in section 113 unless that has to be read and given effect in a way which is compatible with his Convention rights.”
“… denoting a relationship resulting from a remarriage.”
“a child of one’s husband or wife by a previous marriage.”
“A person who is related to another as a result of a subsequent marriage or relationship of a parent, rather than through blood; a stepchild, step-parent, step-sibling etc.”
“… prefixed to terms of relationship (as son, father, brother) to form designations for the degrees of affinity resulting from the remarriage of a widowed parent.”
“step- forming words denoting a person in a familial relation but unrelated biologically, orig. through a marriage to a widower or widow with one or more children later through any marriage or marital relationship between persons either or both of whom have a child or children by another partner.”
“stepchild a child of one’s husband or wife by a previous marriage”
“stepchild … a wife’s or husband’s but not one’s own child, daughter or son.”
“The meanings have also been recognised in the cases as the meaning according to ordinary usage, with marriage between the step-parent and the parent of the child a necessary ingredient.”
“Dictionaries never solve concrete problems of construction. The meaning of words cannot be ascertained divorced from their context. And part of the contextual scene is the purpose of the provision.”
“True it is that you must discover his intention from the words he used: but you must put upon his words the meaning which they bore to him. If his words are capable of more than one meaning, or of a wide meaning and a narrow meaning, as they often are, then you must put upon them the meaning which he intended them to convey, and not the meaning which a philologist would put upon them. And in order to discover the meaning which he intended, you will not get much help by going to a dictionary. It is very unlikely that he used a dictionary, and even less likely that he used the same one as you.”
“The aim is to provide a narrow group of relatives who are easily and objectively ascertained.”
“If one reads section 113 there is a clear differential drawn between those who live together and those who are married or civil partners. In subsection (1) (a) a person who is in a direct relationship with the deceased can establish themselves as a successor. In relation to more distant relationships, such as children or parents et cetera in subsection (1) (b) it is notable that it is only a relationship by marriage or civil partnership that is to be treated as a relationship by blood. The subsection does not suggest, for instance, that if people live together their offspring will be treated as blood relations i.e. that such a person would be a niece. Why, then, should a stepchild be in a different position?”
“The general approach adopted to article 14 by the European court has been stated in similar terms on many occasions, and was summarised by the Grand Chamber in the case of Carson v United Kingdom(2010) 51 EHRR 13 , para 61 (“Carson”). For the sake of clarity, it is worth breaking down that paragraph into four propositions: (1) “The court has established in its case law that only differences in treatment based on an identifiable characteristic, or ‘status’, are capable of amounting to discrimination within the meaning of article 14.” (2) “Moreover, in order for an issue to arise under article 14 there must be a difference in the treatment of persons in analogous, or relevantly similar, situations.” (3) “Such a difference of treatment is discriminatory if it has no objective and reasonable justification; in other words, if it does not pursue a legitimate aim or if there is not a reasonable relationship of proportionality between the means employed and the aim sought to be realised.” (4) “The contracting state enjoys a margin of appreciation in assessing whether and to what extent differences in otherwise similar situations justify a different treatment. The scope of this margin will vary according to the circumstances, the subject matter and the background.””
“I would add that the issue of “status” is one which rarely troubles the European court. In the context of article 14, “status” merely refers to the ground of the difference in treatment between one person and another. Since the court adopts a stricter approach to some grounds of differential treatment than others when considering the issue of justification, as explained below, it refers specifically in its judgments to certain grounds, such as sex, nationality and ethnic origin, which lead to its applying a strict standard of review. But in cases which are not concerned with so-called “suspect” grounds, it often makes no reference to status, but proceeds directly to a consideration of whether the persons in question are in relevantly similar situations, and whether the difference in treatment is justified.”
“It is well established both in Strasbourg and domestically that not being married can be a status just as being married can be. In Yigit v Turkey, for example, the Grand Chamber held that “the absence of a marriage tie between two parents is one of the aspects of personal status which may be a source of discrimination prohibited by article 14”: para 79. In In re G (Adoption: Unmarried Couple)[2009] AC 173 , the House of Lords held that being unmarried was a status for the purpose of deciding whether their inability to adopt was unjustified discrimination under article 14.”
“In that regard the Court has ruled in previous cases that children born outside marriage were discriminated against compared to those born within a civil marriage, as the difference in treatment was based solely on the former’s “status” as children born out of wedlock. The Court has adopted similar reasoning in finding that a refusal to grant access rights in respect of a child on the sole ground that the child was born out of wedlock was discriminatory. Likewise, the Court considers that the absence of a marriage tie between two parents is one of the aspects of personal “status” which may be a source of discrimination prohibited by art.14.”
“Only differences in treatment based on an identifiable characteristic, or “status”, are capable of amounting to discrimination within the meaning of Article 14 (see Fábián, cited above, § 113 and the references therein). In this context, the Court reiterates that the words “other status” have generally been given a wide meaning in its case-law (see Carson and Others, cited above, § 70) and their interpretation has not been limited to characteristics which are personal in the sense that they are innate or inherent (see Clift v the United Kingdom, no. 7205/07, §§ 56-59,13 July 2010 ). For example, a discrimination issue arose in cases where the applicants’ status, which served as the alleged basis for discriminatory treatment, was determined in relation to their family situation, such as their children’s place of residence (see Efe v Austria, no. 9134/06, § 48,8 January 2013 ). It thus follows, in the light of its objective and nature of the rights which it seeks to safeguard, thatArticle 14 of the Convention also covers instances in which an individual is treated less favourably on the basis of another person’s status or protected characteristics (see Guberina v Croatia, no. 23682/13, § 78, ECHR 2016 and Škorjanec v Croatia, no. 25536/14, § 55,28 March 2017 and also Weller v Hungary, no. 44399/05, § 37,31 March 2009 ).”
“Likewise, it is not in doubt thatarticle 14 of the Convention also covers instances in which an individual is treated less favourably on the basis of another person’s status or protected characteristics: see Guberina v Croatia(2016) 66 EHRR 11 (referred to above).”
“Moreover, the Grand Chamber notes that it has already held that marriage confers a special status on those who enter into it. The exercise of the right to marry is protected byArt.12 of the Convention and gives rise to social, personal and legal consequences. In Shackell, the Court found that the situations of married and unmarried heterosexual cohabiting couples were not analogous for the purposes of survivors’ benefits, since “marriage remains an institution which is widely accepted as conferring a particular status on those who enter it”
“As with marriage, the Grand Chamber considers that the legal consequences of civil partnership under the 2004 Act, which couples expressly and deliberately decide to incur, set these types of relationship apart from other forms of cohabitation. Rather than the length or the supportive nature of the relationship, what is determinative is the existence of a public undertaking, carrying with it a body of rights and obligations of a contractual nature.”
“With regard toart 12 of the Convention , the Court has already ruled that marriage is widely accepted as conferring a particular status and particular rights on those who enter it. The protection of marriage constitutes, in principle, an important and legitimate reason which may justify a difference in treatment between married and unmarried couples. Marriage is characterised by a corpus of rights and obligations that differentiate it markedly from the situation of a man and woman who cohabit. Thus, states have a certain margin of appreciation to treat differently married and unmarried couples, particularly in matters falling within the realm of social and fiscal policy such as taxation, pensions and social security.”
“… it remains the position that a low intensity of review is generally appropriate, other things being equal, in cases concerned with judgments of social and economic policy in the field of welfare benefits and pensions, so that the judgment of the executive or legislature will generally be respected unless it is manifestly without reasonable foundation.” (Emphasis added)
“Public sector housing is a scarce resource. Since 1980, when secure tenancies were first introduced (together with the right to buy) the proportion of households occupying public sector rented housing, and the number of dwellings available to let on that basis, has substantially declined. Housing authorities select tenants from long waiting lists on the basis of their housing needs. Where a person is entitled to succeed to a secure tenancy, they do so by virtue of their relationship to the deceased tenant rather than as a result of any particular housing need.”
“… the fact remains that council housing is a precious and limited resource, the management of which is vested in and is to be exercised by the local housing authority by virtue of section 21(1) of the 1985 Act. It is for the authority concerned to decide who is to be qualified to be allocated housing accommodation by it and the allocation schemes determine the priorities and procedures to be followed in allocating housing accommodation.”
“It follows that the broad aim in limiting succession (and assignment) rights to qualified successors, is to strike a balance between the interests of different groups: members of the deceased tenant’s family who have lived in the dwelling house as their home and are recognised as having some limited succession rights; those on the housing waiting list recognised as being in need of housing; and the interest of the local authority in allocating its housing stock in a fair, efficient and effective way. Inevitably, the operation of succession and assignment rights has the effect of removing a dwelling house from the pool of housing stock, preventing its allocation to someone with greater housing needs, and that has been held to justify the one succession rule (see Gangera[2003] HLR 68 and Simawi[2020] PTSR 702 for example). It seems to me to follow that it also provides justification for restricting those who qualify as successors and when and how that is done.”
“There were, of course, or there could have been, other policies or approaches that could have been adopted, but this is one that is objectively reasonable and proportionate. The Council have to allocate housing across the borough. Resources are stretched. When a tenant dies, they are willing to offer discretion to those outside the partner of the deceased, but the pool is prescribed. It is not intended to be a wide pool, but a narrow pool defined by the relationship of the tenant to the applicant. It is extended beyond blood relations to stepsiblings, but those stepsiblings are only those who are the children of a person who is married or in a civil partnership with the deceased. That is the clear policy. It may not be expressly spelled out, but it reflects the usual understanding of stepchild. It requires no investigation into the nature of the breadth of the relationship. It is quick and easy to resolve. … [I]t is entirely explicable and objectively reasonable for [the housing authority] not to want to enquire into the nature of another relationship which may be some time in the past, either because one of the parents of the applicants has died or the relationship may have terminated many years before.”
“I would endorse the observations of Lewison LJ at paras 63–68 (quoted at para 56 above) about the proper approach for an appellate court when reviewing a finding of proportionality or disproportionality of a measure such as AIHA’s [the relevant housing association] allocation policy. Mr Wise did not suggest this approach was wrong. Since the Divisional Court gave itself a correct self-direction as to the test to be applied, its conclusion that AIHA’s allocation policy is a proportionate means of pursuing the legitimate aims identified can only be set aside if the appeal court comes to the view that its conclusion was wrong in the relevant sense. It is not sufficient that an appellate court might think it would have arrived at a different conclusion had it been considering the matter for the first time.”
“You would need to be a hermit not to know that there is an acute shortage of housing, especially affordable housing, in London…”
“Although the phrase “burden of proof” is often used, the court (whether here or in Strasbourg) is in these cases concerned mainly with a broad evaluation of competing private and public interests, and rarely has to make a detailed assessment of the credibility and cogency of factual evidence…”
“In my judgment there was no need for any such evidence to be placed before the judge. The objective justification for the possession order lies in the statutory arrangements devised by Parliament for identifying who may succeed to secured tenancies and who may not following the death of a secure tenant. There is ample Strasbourg authority for the proposition that appropriate justification may be derived from a statutory scheme, and that it need not always be demonstrated on a case-by-case basis.”
“It is plain that Parliament had to strike a balance between security of tenure and the wider need for systematic allocation of the local authority's housing resources in circumstances where those housing resources are not unlimited. The striking of such a balance is pre-eminently a matter of policy for the legislature. The court should respect the legislative judgment as to what is in the general interest unless that judgment was manifestly without reasonable foundation.”
“… there will be many cases where the aims and reasons for an impugned legislative provision (particularly where it is in primary legislation) can be gleaned from a proper understanding of the provision in question (including the mischief it is intended to address) in the context of the legislative scheme read as a whole.”
“[L]egislation cannot be framed so as to address particular cases. It must lay down general rules …. A general rule means that a line must be drawn, and it is for Parliament to decide where. The drawing of a line inevitably means that hard cases will arise falling on the wrong side of it, but that should not be held to invalidate the rule if, judged in the round, it is beneficial.”
“Also inherent in the legislative scheme are bright-line rules aimed at ensuring that succession legislation can be operated and applied by tenants, their families and local authorities with certainty, without extensive and/or time-consuming investigation, and without creating difficult conflicts of interest.”
“(1) So far as it is possible to do so, primary legislation and subordinate legislation must be read and given effect in a way which is compatible with the Convention rights. (2) This section— (a) applies to primary legislation and subordinate legislation whenever enacted…” (a) applies to primary legislation and subordinate legislation whenever enacted…”