"109 Upper age limit (1) Section 94 does not apply to the dismissal of an employee if on or before the effective date of termination he has attained - (a) in a case where - (i) in the undertaking in which the employee was employed there was a normal retiring age for an employee holding the position held by the employee, and (ii) the age was the same whether the employee holding that position was a man or a woman. that normal retiring age, and (b) in any other case, the age of sixty-five."
" "position", in relation to an employee, means the following matters taken as a whole - (a) his status as an employee, (b) the nature of his work, and (c) his terms and conditions of employment,"
"authority for the proposition that the normal retiring age for an employee is to be found by looking exclusively at the conditions of employment applicable to the group of employees holding his position"
"If the normal retiring age is to be ascertained exclusively from the relevant contract of employment, even in cases where the vast majority of employees in the group concerned do not retire at the contractual age, the result would be to give the word "normal" a highly artificial meaning. If Parliament had intended that result, it would surely not have used the word "normal" but would have referred directly to the retirement age specified as a term of the employment."
"I therefore reject the view that the contractual retiring age conclusively fixes the normal retiring age. I accept that where there is a contractual retiring age, applicable to all, or nearly all, the employees holding the position which the appellant employee held, there is a presumption that the contractual retiring age is the normal retiring age for the group. But it is a presumption which, in my opinion, can be rebutted by evidence that there is in practice some higher age at which employees holding the position are regularly retired, and which they have reasonably come to regard as their normal retiring age. Having regard to the social policy which seems to underlie the Act - namely the policy of securing fair treatment, as regards compulsory retirement, as between different employees holding the same position - the expression "normal retiring age" conveys the idea of an age at which employees in the group can reasonably expect to be compelled to retire, unless there is some special reason in a particular case for a different age to apply. "
"Twice in this passage Lord Fraser uses the expression "the group." "
"(i) to identify the 'undertaking' in which each of the applicants was employed; (ii) to identify which of the employees in that undertaking held 'the position' which each of the applicants held; (iii) to establish what, if any, was the 'normal retiring age' for an employee holding that position."
"19 In my judgment this principle is enunciated in Hines (supra) must be applicable even though there may be a number of employees who have been led to expect - either by a course of conduct or by express notification - that they may be allowed to retire at some date later than the normal retiring age, provided that there is evidence to show a normal retiring age for the group taken as a whole. See also the decision of the Court of Sessions in Highlands and Islands Development Board -v- MacGillivray[1986] IRLR 210 ."
"For [Miss Hines] it was argued that she fell into a category of one, being the only counselling organiser employed by the appellants, and that there were therefore no employees holding the position which she held within the meaning of s.64(1)(b). If this were so, then plainly, in the necessary absence of comparisons with other employees holding the same position, a normal retiring age could not be established and the statutory alternative of 60 would apply."
"31 Mr Hockman", [who was leading counsel for the employers] "first, says that his primary argument is that that finding" [and that is the Tribunal's finding to which we have just referred] " was irrelevant. With that I cannot agree. In particular, I see no finding or any evidence that there was a normal retirement age for an employee holding the position that she held. All the evidence amounts to, in my judgment, is that the [employers] were attempting to impose on her a contract with a term that she retire at 60, an imposition which she resisted. 32. If one tests it with Lord Fraser's words in mind, by asking what Mrs Nagesan's reasonable expectation at the time was, it clearly was not that she would have to retire at 60. Mr Elias puts it in this way: he says that you cannot talk of a group expectation when her position is unique. A concept of a normal retiring age simply does not apply. In this context, I would read the words of the Employment Appeal Tribunal in the final paragraph of their judgment: "
"19 Both Waite and Hughes concerned civil servants. However in Age Concern Scotland v Hines[1983] IRLR 477 , …… it was held that where the dismissed employee is unique within the undertaking, it is not possible to have a "group" of one, and accordingly there is no normal retiring age in such a case. It is necessary to fall back on the pensionable age of 65 (Section 109(1)(b)). That approach is also to be found in the later Court of Appeal decision in Patel v Nagesan[1995] IRLR 370 . 20 Assuming that the Applicant is able to show that there are other employees holding the same position as him, the effect of the authorities is that the contractual retirement age, if any, raises a rebuttable presumption that that is the normal retiring age. 21 The test is what is the age which employee of all ages in the Applicant's position could reasonably regard as the normal retiring age applicable to the group: Brooks v British Telecommunications Plc[1992] IRLR 66 (CA). 22 The fact that individuals within the group retire at different ages will not necessarily mean that there is no normal retiring age. However there must be a specific age at which those within the group retire. Otherwise, there will be no normal retiring age and the pensionable age of 65 will apply."